Pipeliner CRM

Pros

I like Pipeliner because it makes job creation very simple and efficient. It also provides variable exclusive sales records for files since it retains all of the data, examines the assessment, and its procedures carried out at the time of sale. I also enjoy how I can design various pipelines for different purposes or uses, and the best part is how quickly I can create dynamic reports. I enjoy that I can attach various types of papers and add colleagues. I like how Pipeliner helps me see which clients I should prioritize and which I shouldn’t.

Cons

I am quite delighted with my campaigns; I just wish that when I use the search feature, it would give me some name recommendations, because it only works when the client’s name is spelled correctly, occasionally I get confused in the writing and don’t find it.

Pros

It has top notch Graphic User Interface with Seamless ability to Integrate with other applications. Its also easy to navigate.

Cons

Its only a CRM tool.I wish the producers can make other competing softwares aside the CRM Key features it has.

Pros

The User interface is OK, it is easy to learn how to use this CRM pretty quickly as its pretty basic. Thats about the only good thing I found with this CRM, the rest has been pretty poor.

Cons

The Sales Team at Pipeliner CRM told me that the CRM had certain features that I was looking for when I originally contacted them about their product. They did a demo for me but it was very vague and did not really touch on what I wanted to see even when I asked them to. As they do not offer a trial for the CRM, I had to take them on their word that the features worked as they has described.Once I had signed up and paid for 12 months in advance, I found that these features did not function as described. They tried to convince me to use a work around at that stage but it would not work due to bugs in the software. Even when they found these bugs when they tried to configure a workaround, they just ignored them, they are still in the software today!I sent an email to the head of sales and the [sensitive content hidden] of Pipeliner CRM to inform them that I could no longer work with their CRM as it did not function as they had said it would in the original demo, even the workaround was a failure. I was told by the management team that it was my fault, that they never said it could do what I was requesting and never said it could! This was a full 180 on what they sold to me and promised 2 months earlier.2 months into my 12 months I cancelled my account and moved to another CRM. I contacted the management team and asked for a refund for the remainder of the 12 months I had paid for but I got no response. 2 more further attempts to contact the [sensitive content hidden] and management team failed, they just blanked me.

Pros

Pipeliner CRM system is very visual and easy to navigate. The visual Pipeliner makes it easy to track and manage the different stages of your project pipelines! The Navigator feature gives an instant visual update on what indicators are lagging and progress vs sales targets.

Cons

There is not much to dislike with this software. Initial set up can take a little effort (no more that others), but once complete little effort is required to maintain and use this program.

Alternatives Considered

Reasons for Choosing Pipeliner CRM

Switched From

Pros

The easy way to move your leads across your pipe, the powerful filtering features make Pipeline an excellent tool for each lead manager.

Cons

I was missing some integrations when I used Pipeline but I see now they are available.

Alternatives Considered

Reasons for Switching to Pipeliner CRM

Pros

I like almost everything about CRM Pipeliner, but I love it mostly because it's easy to use, and its quality is unquantifiable. So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.

Cons

What I like least about the Pipeliner CRM is the clip tool that enables user to save lead generated from the internet websites.

Alternatives Considered

Reasons for Choosing Pipeliner CRM

Switched From

Reasons for Switching to Pipeliner CRM

Pros

The analytics and built in report generation are top notch. CRMs should be able to spit out reports based on your data. Pipeliner does, and in a way that is easily digestible.

Cons

The only thing I'd like to see them be able to do is spit out slides...but it wasn't a deal breaker.

Alternatives Considered

Reasons for Switching to Pipeliner CRM

Pros

To use this CRM software in any sales related company then they can get any sales report within short time. it is also easy to use for both sales people & company owner.

Cons

In pipeliner CRM i don't get any disliking features.because all features in this CRM are related to a sales company directly.sales people & company owner get all report with one click which are related with them.

Pros

This app was very easy to setup and start using it. Nice UX and intuitive design.

Cons

For the price it would be nice for some extra features and functions.

Pros

it super fast giving the possibility of creating dynamic reports and very simple and effective jobs

Cons

nothing to say apart from the name suggestion which we cannot find when we do a name search. Sometimes we forget the spelling of names

Pros

The interface for both their web app and mobile app is completely visualized which makes it easy to understand the information at a glance.

Cons

The generated reports should have a forecast that can tell me what industry CRM tips to implore.

Pros

Pipeliner has made complexity "simple". The total cost of ownership (TCO) is low because the admin portal is easily managed and customized by our team without expensive interaction with the provider. The User Interface is intuitive and visual. The drag and drop feature is fantastic.

Cons

Some of the features lack depth. Search results are not alphabetical order which is inefficient and frustrating. Our industry is document heavy and there is no folder management. Also, the system will not allow documents larger than 30MB. We are in the construction industry and not able to upload architectural plans. Bulk updates are designed around Primary Contacts and we have to manually re-link opportunities when a contact that was not Primary leaves their job. Sometimes that requires manually re-linking up to 500 opportunities.

Pros

I tried other CRM like MS Dynamics etc, and you need a full-time IT staff to install and manage, which as a small business, we cannot afford. Pipeliner is packed with features up and running in a few hours instead of days. The user interface is very visual and easily customizable with various views along with the drag and drop feature within the Opportunity Pipeliner. The software is constantly being updated wtih new and powerful features which has really added immense value to our business. We have recenly integrated Pipeliner iwth our Accounting software and it has been great. Additionally their support staff are very quick to respond and resolve any issues that may arise. Overall Pipeliner is very easy to use but packs a whole lot of powerful features

Cons

Very happy so far with Pipeliner CRM so nothing to write here.

Pros

the software allows you to keep track of your success.

Cons

maybe you can make it less steps in the process when entering a client for the first time

Pros

It is an easy to use software that gives a quick overview about sales status and development

Cons

The graphic function for reports could be improved.

Pros

I've used many different CRM's throughout my 20+ years in sales and Pipeliner comes out on top. I love how Pipeliner put everything you need right in from of you, no having to click around multiple screens or complicated navigation. Plus everything looks so great. You don't see a dull spreadsheet style layout of data, you see the logo's of your clients, you see the faces of your contacts and you see all of your opportunities laid out neatly in the relevant stage of the sales process. Everything you nee to make the right decisions quickly is right there, with even more insight no more than a click or two away.

For us Pipeliner has transformed CRM from being passive and dull to being an active and engaging experience. I particularly love how you can easily mould Pipeliner around the way you work rather than being forced to change the way you work to comply with the way the CRM is designed. You really do get the sense the Pipeline team know what sales and selling is all about and they've worked hard to build a platform that keeps you focused and moving forward.

It's already a great tool we love to use and with every new release introducing amazing new features it's set to get better and better. Thank you Pipeliner.

Cons

The mobile app is in need of an update so I'm looking forward to the new version coming out later this month. Having a telephone support number would be nice to have.

Pros

Pipeline is very intuitive, easy to learn and administrate. It incorporates ADD-ONs such as web clipper or ADD-ONs that allow interaction with most of email managers such as Gmail, Outlook, etc., which avoids the use of multiple platforms and applications to manage customers, make an email, create leads, create customer accounts, archive exchanges etc ...
Pipeliner CRM creates a dedicated customer area that allows the sales person to access all the information related to the deal, such as emails to the customer, documents exchanged, programmed activities, people to contact within the company, etc. this on the same interface.
• You can really make a good sales decision,
• Imagine a sales person resigning! All the necessary information for the follow-up of its deals are at your disposal.
Pipeliner navigation panel give an overview of the business situation. it's gives out the level of progression vis-à-vis the global target, the agenda, suggest new potential business.

In addition to being a CRM web base, the mobile application allows to have all the necessary support for the sale even in the field. You can track sales, see deals evolution, manage your calendar and even send emails without being in the office.
The voice command of the mobile application of the Pipeliner CRM is the most. You can send mails, SMS, and even make call only by voice command.

Cons

The many down side of the Pipeliner CRM is that software usage language and support is only in english. This will be blocking point for businesses with other working languages such as French etc...

Pros

It is easy to follow the progression and tracking of all our jobs
Great way for us to track our customers

Cons

The limit to document size
The limit to characters you can add to the notes field

Pros

Task Management is a great help in everyday work.

Cons

Evaluations and Diagram Creation is not very easy.

Pros

Handling opportunities (click and drag). Targeted values, and sales velocity features

Cons

Difficulty deleting unwanted opportunities

Pros

The reporting and that it is easy to use

Cons

The limit on the size of a document you can upload and not being able to hover the mouse pointer over the “name” field to see the complete file name

Pros

The ability to see the progression of leads that have been created

Cons

It is frustrating at times not being able to hoover the mouse pointer over the “name” field to see the complete file name.

Pros

Nice way for us to show our factories the progress we have made with selling their products

Cons

Not having the ability to use subfolders for uploading documents.

Pros

I am a well trained salesman and I have been selling various products and solutions for over 30years. I never came across an amazing game changing software like this, that can impact positively on sales operations. Do you want to move your sales to the next level? Try Pipelinersales CRM, your operations will never be the same again.

Cons

Considering a global market, the company should have a Customer care dept that will operate 24/7 a week.

Pros

Keeping track of opportunities, seeing what you have on the go.

Cons

Like anything new you have to practice to get to know it. I have used other CRM so I had some experience with it.

Pros

It was not hard to get my head around Pipeliner CRM. After a few hours of usage, you would think I was a pro. Navigation is also super easy.

Cons

I wish we could integrate more third party add-ons onto the CRM and this is a huge disadvantage for us.

Pros

I'm completely sold on Pipeliner CRM. Since we implemented it in our company, it has completely transformed the way we manage our sales pipeline. It's intuitive and easy to use, so even non-tech savvy staff can quickly get up to speed with it. Highly recommended!

Cons

I have not encountered any drawbacks for this tool yet.

Pros

The visual approach. I noticed right away that Pipeliner workes differently from other solutions. It is visual -- not dry spreadsheets but instantly understandable in pictures -- and intuitive. I don't need a thick manual. No need to think in ‘database structures’. Pipeliner shows me the sales process and how I move from stage to stage. Pipeliner ‘mirrors’ my behavior. I don’t have to understand all the technical workings -- I can just see what I need to know. I suddenly have an instant snapshot of my sales stages, what I need to do next, and this motivates me.
Also absolutely important and helpful is the integration of MS Outlook and the connection with several social networks.

Cons

There are only few things I dislike. One is, I miss the possibility to import vcf-cards when I am creating a new lead. Also would be good for me - as located in Europe - the integration of the Xing-Network.

Pros

Ease of Use
Integration with Apps that you use
Visualization of Sales stages
No expert skills required
Lets you focus on the right leads at the right time
Always available on the cloud and on your mobile devices [Android, iOS apps] - whether you are connected or not. Auto Syncing once you are connected.

There are no multiple editions to choose from. Single edition and you get all the features at one low price.
Over a 3 year period, you will pay 50% less than the popular cloud app [that tries to do everything under the sun completely ignoring the very purpose with which the company was started or what their name means]. Whereas Pipeliner is built for the Sales Force. To empower them in true sense.

What's more? You would have achieved more sales than if you use the popular cloud app. And cultivated happy customers for life.

Do you want more sales ? Do you want to manage your sales leads with utmost sophistication ? Do you want to make sure your sales people focus on the right clients at the right time ? Do you want to see your pipelines visually ? Do you want instant intelligence on everything about Sales at your fingertips ? Do you want your sales people to fall in love with Sales again ? The answer is "Pipeliner CRM". Go for it. You will NOT have any regrets.

Cons

Nothing whatsoever. I have no complaints at all.

Pros

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.

Cons

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.

Pros

The overall experience of signing up and installing the client software is good and we have had no technical issues. Customer support is good and documentation is available for using and customising the interface. For example we wanted to add a margin value field to each qualified opportunity and although this was not a default field it was easy to find instructions as how to do it. The new field is calculated and can be used for graphs and reports so we can see relative margins against project values. Pipeliner lets you run more than one pipeline and we have two, one for new sales and one for existing customer development. This makes it easier for sales team to keep their workload balanced between the two activities. The management reports feature is extremely useful and enables our directors to quickly see how the sales team are progressing in terms of wins, losses, potential and actual sales.

Cons

Our directors want to encourage the sales team to add follow up actions after events. Unfortunately, you cannot add a telephone call or email as the follow up to a meeting. We have posted it as a feature request, but it is a surprising and pretty pointless limitation. Who wouldn't follow up a meeting with a phone call? It would also be nice if the pipelines could be colour coded as it can be difficult to know which one you are working in. Our only caveat is that should your internet connection fail and you carry on working, the 'auto-synch failure' alert is very small and easily overlooked. If you have to reboot the PC to solve the internet connection you will lose all the work added after the synch failure. We would like Pipeliner to auto-backup client data to the client PC which could be restored in the event of a synch failure.

Pros

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.

Cons

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.

Pros

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.

Cons

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...

Pros

Although its not a specific feature a major 'Wow' factor is the visualisation philosophy behind the whole platform. You can see everything you need to see on one screen. Everything just looks fantastic. The main pipeline view shows you exactly where all of your opportunities are instantly and I love that you can drag and drop opportunities from one stage to the next. You can also see where you are in relation to your quota on the same screen and take the action you need to progress. I particularly love the 'Buying Center'. You have to see it to believe it but relationship mapping is a major challenge for most who have longer term, complex pursuits with multiple stakeholders. The Buying Center makes it easy to keep track of and manage everyone involved in an opportunity, even if they don't work for that company. There are so many awesome features but that one alone saves so much time and effort and delivers tremendous value.

Cons

That it's taken so long for CRM to get this good!

Pros

It is an easy access and easy to handle. Support is good, but the integration with internal other software is not deplyoed with us

Cons

I finf the multiple typing of account names in leads, opportunaties and accounts is too often.

Pros

the flexibility is the best feature of Pipeliner CRM. It is easy to modify and adjust as business needs change

Cons

Products and Categories flexibility is still being improved. Some improved report and graphical data representations would be nice

Pros

Highly customisable. Can be set up to automate your processes easily
Everything is visual, making it easy and fun to use for sales people at all levels
Easy to input information
Easy to extract relevant information
Automation of tasks and workflows

Cons

Lots of software updates means sales downtime

Pros

Has many features that help group clients and contacts together to keep track of engagements and campaigns. Many additional modules to connect to external applications to make life easy.

Cons

Certain filtering functions do not allow enough advanced customization to select the information you would like to see, worked with Pipeliner support and these features may be added in future releases.

Pros

Easy to set up and use. Quoting feature is great.

Cons

Nothing. There is nothing to dislike. It's good.

Pros

Extremely powerful. Highly configurable, allowing us to fully align the software to our playbooks and existing sales processes. The ability to setup the relevant activities required per each sales stage, upload documents specific for a sales-stage and other features which support the process are fantastic. Pipeliner is not only workflow-focussed, it's also very intuitive to use. Social network integration (LinkedIn), Office365 integration and the WebGrabber tool are also fantastic. Pipeliner supports multiple departments, products and pricebooks. The reporting features for the creation of standard, advanced, private and shared reports is very comprehensive. We have been using Pipeliner for about 12 months now. The onboarding process was a breeze, their training was awesome, the whole team is extremely responsive, helpful and client-outcome-focussed. Highly recommend.

Cons

There isn't much to dislike about Pipeliner. One of the features we are currently missing is the ability to automatically send scheduled reports (daily, weekly or monthly) to specified (internal or external) email addresses. This will hopefully be available soon.

Pros

Pipeliner CRM system is visual in nature which makes it easy to navigate from one section or component to another such as from leads to opportunities, or even within the same component .I also like the inclusion of leading indicators which make it possible to simulate future team performance if the team continues on the same track.

Cons

Pipeliner CRM system is generally a good software but they could improve on making it easier to add notes when creating leads for additional things to consider along the sales processes to ensure the sale is concluded in a timely manner.

Pros

Very intuitive interface for account, contact, and opportunity tracking. Powerful API for interfacing with our ERP system. Responsive to feature and issue requests.

Cons

Billing can be unclear as to which features are included for which user levels. Have hit barriers with the reporting tool.

Pros

The design of the user interface is very clean and intuitive. The fact that your sales pipeline is very visual, helps you get a better understanding of the opportunities that sit within it. The platform is extremely easy to configure as well.

Cons

At the moment, we haven’t run into any major hiccups. If I could recommend anything to Pipeliner, I would say they need to update their mobile app so that it reflects all of the great visual features in the desktop version.

Pros

When we opens tickets, Pipeliner tech support immediately responds. We are in Pipeliner all day tracking sales, adding opportunities, managing contacts and accounts. I provide technical support for our customers and appreciate the excellent support that Pipeliner provides for it's customers.

Cons

When problems arise, especially in web-based software, is can shut us down. Occasionally Pipeliner will freeze or respond extremely slowly. When we contact technical support, they usually reply that they are working on their servers.

Pros

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

Cons

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

Pros

Job search feature and the ability to upload emails to documents. Has allowed us to track our jobs better

Cons

Document file size is too small. Calendar invite feature is spotty it will sometimes drop people off and not send the email.

Pros

Multi-platform availability. Ease of use for new non-computers oriented users. Mulitple ways to enter key information.

Cons

Need to re-login regularly. Seems to time-out on the web page even when still using it.

Pros

Pipeliner CRM has a very intuitive user interface.

Cons

The reporting is not intuitive as I would like.

Pros

they gave me exceptional customer support as part of my free trial, very helpful explained how it works and how it would help me manage my sales workflow

Cons

it wasn't clear to me what the advantage was in leveraging their tool vs any other. while it works great there isn't anything unique aside from the service

Pros

It is extremely simple to utilize and you can likewise roll out any improvements to your pipeline without having any issues. They likewise have an exceptionally appealing UI awesome designs that will make you generally lean toward Pipeliner.

Cons

The help group should run after paying attention to the client needs and tending to them properly with the goal that they can guarantee a smooth encounter for their clients all through their use of the stage.