I use Pipeliner CRM to build up my administration counseling and business training practice. Pipeliner CRM offers an exceptionally apparent and responsive method for following income age in your association. It contrasts from other CRMs altogether: the Pipeliner CRM client becomes astute rather than working basically as an information passage tech. The rich and exceptionally responsive interface of Pipeliner CRM furnishes the client with quick criticism on pipeline elements. Pipeliner CRM maneuvers every one of the information into one spot and makes it quickly open to the client and their groups. It outwardly supports what you are doing accurately in moving a lead through your business pipeline.

Pipeliner CRM gives information seeing choices. It has revealing choices whether graphical, mathematical and diagram like. The Mobile App has discourse to-text and text-to-discourse AI usefulness for voice note update as opposed to composing. It assists us with catching leads from anyplace. It has its own versatile application, and a business card scanner is simply marvelous. Reasonable.

Our coordination from Salesforce.com was somewhat difficult and we encountered some lethargic velocities, yet a lot of that was because of the huge number of records we were acquiring. Furthermore, we didn't employ Pipeliner backing to help us. We did it all alone. Those issues have all been settled.

From an IT perspective the product is built well, responsive, and feature rich.

Very well designed. All web based and can be easily customized.

Automatizer should be included in base product. SSO/Active Directory isnt really integrated well into the permissions and access control.

If I work alone in my own company really good, if not I would look for another option.

From a sales point of view it was really easy to use the pipeline and forecast as well as setting future tasks

Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless.

Pipeliner CRM is solving the problem of getting stuck should in future a Sales Representative leaves the company without proper handover notes because it keeps full data of all sales processes which is available from a 360 degree view standpoint. Time is money and Pipeliner CRM has proved to be a great time saver because it has drastically reduced my time spent from lead generation to customer acquisition, especially that it has a feature by which I am able to harvest leads from LinkedIn (contact details included) with a click of a button.

With all Sales Reps' activity history available to me at the click of a button any time, and with Pipeliner CRM also available in mobile app form, it has given me impetus to manage my sales teams and my customers remotely, yet effectively from any part of the world, thus coming in handy with the prevailing lock-downs as a result of COVID-19. Further, I like the fact that it provides for higher lead velocity, leading to a a quicker realization of sales objectives.

It cannot easily be operated offline from both the desk top and mobile app version. This makes some of your work inaccessible should you find yourself in place with poor or no internet connectivity.

We have used the software internally and we also now recommend to others, as a cloud based system, this is now our preferred option for sales and marketing teams. Having recently taken on new staff, who had not been exposed to CRM before it was refreshing to see how quick that can pick up running with the system and for us more important was that instant awareness and reminder of their purpose, i.e. how they need to attain their target.

Very easy to use and many clients are up and running themselves with little input from ourselves, but also Pipeliner CRM Support team have been very good and patient in resolving questions, often pointing us to the easy to understand video tutorials to complement what they have said. The chat function is a great and quick way to engage with support direct. Having seen the new 'Insights' functionality on a recent webinar, this is the next item we want to explore and start to use to give a deeper understanding of how different sales people are performing, not just on sales.

Having spent now nearly 20 years working with CRM systems, my view is there is no such thing as a perfect system and that clients will always want more functionality and this applies across all systems. The functionality is usually there, but may need to be pulled out. For Pipeliner CRM, the only real difficult I have had to learn is the data import functionality does need to be thought about and understood. Having said that, this is usually sorted in the initial set-up by accredited external consultants or trained system administrators....so maybe it is me and I just need to spend a bit more time on this...