Likelihood to Recommend
BQE CORE is well suited for someone that wants to overpay to keep track of time, invoicing, and standard financial metrics. BQE CORE has the opportunity to be a really robust operating system for an architectural practice that wants to understand how projects are going, how they can improve as a studio, and move forward in providing great impact to their clients, all the while, spending less time in a boring software that no architect wants to use. BQE CORE can feel like a necessary thing for a studio to be managing growth well. But it also can be a lot of fun, intuitive, and exciting for an architect that just wants to be an architect. It can be a learning tool. However, it's too clunky, it isn't flexible, only reactive, and backwards looking for KPIs. To integrate with interesting equations of how a firm can look at project success, turn it into a dashboard for the entire studio, that would be fun. The banking cloud feed is one of the worst I have experienced. The lack of reporting customization is awful. And the amount of redundant information that has to be put into a project that you actually want to have phases in, track your allocations, and manage it, is entirely too cumbersome. BQE Core has an AWESOME foundation. But to build the proverbial house, we gotta care about the craft.
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Pipeliner CRM is very flexible, easy to work with, data capturing is at [its] best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training. This really helps in the [execution] of the task in our organization.
Read full review Pros Invoice Collections within Billing is a great tool because of the ability to take notes and track contact. Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project. Dashboards are the best tool EVER! The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us. Read full review Clear and easy visualisation of Sales Process Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use Reporting into pivot table is also easy and very useful Mobile app has always been very good and easy to use since 2015 Read full review Cons Startup training is available (& you need it so that you get off to a great start) A report that shows the key setups for a project that can be glanced over quickly to assure it is correct A way to set a new start date for the dashboards and data set, or a way to default old bad data to a default so reports run without bad data showing up. Read full review The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience. Read full review Likelihood to Renew
We have been using Core for a few years now, and honestly started to look at other software systems to see what was out there. What we chose was a nightmare for migration so we never left Core. Now we have added invoicing and payments from Core instead of double entry with QBO. Still only a few cycles in but looks like it will be up to speed soon and working smoothly.
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Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.
Read full review Usability
Navigating CORE is a breeze as the tool is visually organized well. Improvements need to be made to filtering. A more intuitive approach would help with generating reports and utilizing the resource allocation and forecasting tabs. Filtering by resource groups on these tabs are broken which is a huge inconvenience. Overall, though, the tool is easy to use as a whole, and the support team is very responsive and always available to help when you have a question.
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I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.
Read full review Reliability and Availability
I can only remember a couple of times in 4 years that Core has been unavailable.
Read full review Performance
This is one area that does need some improvement. It can be slow at time, so we had our IT look at it from our side and we had no issues, so it has to be some slowness on their side.
Read full review Support Rating
I have never needed to contact support for this product. Although it is suggested I skip this question if I have no applicable experience with it, I don't have the option to skip it. So I will instead attempt to get 50 words in this box as explanation for that.
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The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.
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Make sure you have someone training you that fits your style of learning.
Read full review Implementation Rating
It does take some time to understand the options and to find the best invoice template.
Read full review Alternatives Considered
I am a user and was not involved in the decision making. Tool was already in place when I joined. But comparing to other tools I have used in the past, BQE is by far the easiest to use. You do not need any training to start using this tool immediately
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The most important reason for selecting pipeliner CRM:-exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly. Users can easily customize what they see to make the system their own. Best user interface & fast to learn.
Read full review Scalability
This software works on a small and large scale.
Read full review Return on Investment BQE Core has allowed our growing business to manage time tracking in an effective and efficient manner. We could not have effectively kept running our operation without it. BQE Core provides all of the reports we need to do our monthly management reporting. This allows us to quickly spot problems such as capacity overloads, receivables problems, budget overruns, or timekeeping issues. BQE Core has supported our business objective of generating more profit from projects that we undertake by allowing us to quickly and effectively monitor budget burn rates before it becomes an issue. Read full review As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes. The visual tools allow those "no good deals" to be spotted and resource usage limited. A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result. Read full review ScreenShots Pipeliner CRM Screenshots