Pipeliner CRM

Zoho Assist

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Ratings & Reviews

Overall Rating

4.72 / 5 (164)

4.57 / 5 (335)

Ease-of-Use

4.5 / 5

4.5 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.5 / 5

4.5 / 5

Last Reviewed

April 3, 2020

April 1, 2020

Pros/Cons

  • Pros

  • I love the mobile app and computer interface. I like the automatic call log feature it makes it easy to keep and track info in an even more efficient manner.

  • The software is extremely easy to set up, manage and learn. Also the Philosophy of the entire company speaks to me very well. At the same time their service is responsive and fast!

  • Cons

  • There really is nothing not to like about the product. It would be nice if it had more pre-defined integration's with other products, but that will come over time.

  • It is hard to add notes or record follow up notes to a lead. We've been adding them to the lead description, but it would be nice to add notes with a calendar drop down.

  • Pros

  • Set up was easy. It took a few minutes to get used to the platform and where all the buttons are but then it was a breeze. I love it.

  • This software definitely serves its purpose. It is great to track productivity and I love that it has the ability to do a remote session which is often needed and utilized.

  • Cons

  • One-time remote access connections, while fairly easy, can sometimes be confusing when the one receiving support is technically challenged - it can take a little longer to talk them thru the process.

  • The fact that it does not run in its own application window instead of a browser. otherwise excellent

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

16 Recommendations

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots