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Filter 15 vetted Pipeliner CRM reviews and ratings
Reviews (1-10 of 10)
May 13, 2020
How Pipeliner CRM helps the sales team to focus
We have been using Pipeliner CRM now since 2014 and have seen some big changes as the app has evolved over the years. This is used for Sales primarily, although now looking at some of the add-on modules.
My view is that this is a great application for those interested in ensuring there is uniformity in capturing data and moving on from the Excel. Salespeople like this due to the fact it is so visual and involves drag and drop for moving leads and opportunities along their stages. All clients I have found have some sort of stage process, and metrics here are very good to support both the Sales Management reporting and giving them the information to know when it may be useful to get involved.
My view is that this is a great application for those interested in ensuring there is uniformity in capturing data and moving on from the Excel. Salespeople like this due to the fact it is so visual and involves drag and drop for moving leads and opportunities along their stages. All clients I have found have some sort of stage process, and metrics here are very good to support both the Sales Management reporting and giving them the information to know when it may be useful to get involved.
- 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
- "Feeds" is one in which I sometimes find hard to explain differences
- The Older Hybrid version, still in use, was also sometimes problematic on upgrades depending on a client, but Cloud version seems to have solved this
- Within Admin 'Automation Hub' it would be good to be able to search by "type of App" you are looking for. E.g. Email Marketing, Finance etc.
- Personally, I would have Import and Export functions within Admin tasks
December 05, 2019
The last solution for your business (Pipeliner CRM)
Pipeliner CRM is been used by the whole organization. It really helped us to manage our data perfectly and also helps us to track our activities in customer support, management, and administration.
- Pipeliner CRM manages our contacts so well.
- Pipeliner CRM helps us to make voice to text note and also helps us to scan client's business cards.
- Pipeliner CRM manages our sales process from one end to another.
- Pipeliner CRM helps us to create perfect report and good invoices.
- Pipeliner CRM needs to create a video chat room where you can see exactly where your employee is working in the field.
- Pipeliner CRM needs to integrate a command where a user can use his voice to command what he wants.
Pipeliner is being used by the majority of people in my organization The sales team uses it to track and enter opportunities. As an admin, I train people on it and use it to import contacts and accounts and also to pull reports.
- Pulls sales reports.
- Tracks opportunities.
- Syncing option.
Pipeliner is being used in my company as a sales CRM. It is being used by every sales department in 3 different cities across the whole organization. It helps us to stay connected and updated amongst each other. It helps managers to evaluate every single lead and the current status of those leads. It also helps us to capture forms.
- It helps us to capture leads from anywhere.
- It has its own mobile app, and a business card scanner is just awesome.
- Affordable.
- Integrations with other apps like Sabre.
- Sending emails direct from Pipeliner.
Pipeliner CRM has been used to keep track of sales processes and conformed reporting. The Sales Department uses the tool to streamline cumbersome processes for easier accessibility by each member of the team and the team lead. Tasks are easily monitored with a specified date of execution and deal closure. The Mobile App assists the field agents report and captures business cards of prospective clients.
- Pipeliner CRM provides data viewing options.
- It has reporting options whether graphical, numerical and chart-like.
- The Mobile App has speech-to-text and text-to-speech AI functionality for voice note update instead of typing.
- Voice prompts for task reminders.
Pipeliner CRM is used by us to manage the leads, activities, sales pipeline, etc. We like this product as it addresses our business problem of having software to implement the sales force automation and is very easy to use as well. It is used by a few handfuls of individuals in a particular department.
- Lead management.
- Mobile application.
- Sales commission calculation.
- Could have more integrations.
- Better marketing features.
August 19, 2015
Pipeliner CRM - A CRM for today's Sales Reps
Pipeliner is our primary CRM for our sales and client success team. We moved from Salesforce.com to Pipeliner as a cost savings as well as looking for a tool that had a more progressive feature set. Of specific interest to us was the visual user interface of the opportunity pipeline and the social media integrations.
- LinkedIn and other social integrations are great. It is easy to link directly from the CRM to the social channel.
- The pipeline opportunity view, ability to build custom reports using any filter setting.
- The Pipeliner team from the CEO, to support, to marketing has been fantastic to deal with. They care about the success of their customers.
- Our integration from Salesforce.com was a little challenging and we experienced some slow speeds, but much of that was due to the large number of records we were bringing in. In addition, we did not hire Pipeliner support to help us. We did it on our own. Those issues have all been resolved.
April 22, 2015
Why battle your CRM? Let it become your Strategic Ally!
I use Pipeliner CRM to reinforce my management consulting and business coaching practice. Pipeliner CRM offers a highly visible and responsive means of tracking revenue generation in your organization. It differs from other CRMs in a significant way: the Pipeliner CRM user becomes insightful rather than functioning primarily as a data-entry tech. The elegant and highly responsive interface of Pipeliner CRM provides the user with immediate feedback on pipeline dynamics. Pipeliner CRM pulls all of the data into one place and makes it immediately accessible to the user and their teams. It visually reinforces what you are doing correctly in moving a lead through your sales pipeline.
- Highly logical, responsive and understandable visual interface.
- Flexibility to configure platform to meet the needs of your business and team.
- All data easily accessible and usable.
- Terrific graphic interface makes report generation a breeze.
- 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.
As a reseller of the Pipeliner CRM product and others, I really appreciate the quality and user friendliness of Pipeliner. Our prospects and clients really enjoy the same as well as the new features of the 7.x release. Great strides forward.
Having that focal point to primarily the sales team enablement, it tends to be used in sales first. As we all understand when the sales team uses a software, it must be good. They don't struggle to use it, they enjoy and realize the benefits of using it.
If you are looking to grow your company, start with the sales team and give them a tool like Pipeliner CRM. Let them grow the revenue stream and you grow. Then implement a second or third or fourth or more pipelines to handle the order entry and delivery process. Then the quality control pipe and on and on. We enjoy showing and using the product with our clients.
- Provides focus for a sales agents or sales managers - focus on the deal movement, don't allow bottlenecks to go un-noticed.
- Provides relationship information including an org chart type diagram showing internal and external influencers.
- Access to your sales funnels while without internet connectivity... ie. flying, etc.
- Provides action statistics to allow process management and deal management visually.
- After sale (to the users client) support mechanisms. Today those features are linked in foreign applications.
- Currently linked in Quote applications like QuoteRoller. Those are good but a sales system would be best with a tightly integrated or full package ability such as QuoteWerks. I believe QuoteWerks is being worked on now.
We use as a business strategy with a focus on the client. In other words, the company are focused on customer needs, rather than the products themselves. Covers the areas of marketing, sales and customer services. So far we did not detect anything that CRM does not handle.
- Pipeliner CRM is a very easy to use and functional. All major function options are available to the user on the main screen. It is not necessary many clicks to find the desired option.
- Pipeliner CRM is an extremely visual program that allows to visualize your entire sales funnel, generate alerts and notifications, synchronize calendars and full control of activities. Allowing full control of sales opportunities in a safe, visual and easily way.
- The program generates several options strategic reports that help in making strategic decisions of the sales team, in very simple, clean and in a direct way.
- Integration with Social Media. Your customers and employees are daily connected to social networks. It is essential, therefore, have a Pipeliner CRM system that includes the social interaction of the company with customers.
- Until now our company did not detect any improvement that can be made to Pipeliner CRM.
Pipeliner CRM Scorecard Summary
Feature Scorecard Summary
About Pipeliner CRM
Pipeliner CRM is a sales enablement tool focusing on pipeline management, sales processes, and analytics designed to empower sales professionals. Pipeliner CRM provides an easy to follow, visual sales process, profiles, and charts, all of which aim to help users take the right actions with their buyers and even helps identify key contacts within an organization.
Pipeliner CRM Cloud is the latest addition to a product line that already includes Pipeliner CRM Hybrid, an online/offline system as well as the market leading IOS and Android Mobile CRM Apps.
Pipeliner CRM Cloud is available in three versions: Starter, Business & Enterprise. The vendor aims to offer a supreme user experience, short learning curve plus high and rapid adoption rates.
The vendor offers a Customer Service team to help with implementation, training, and support.
Pipeliner CRM Screenshots
Pipeliner CRM Integrations
Act-On Software, Dropbox, HubSpot, Mailchimp, Vertical Response, Right On Interactive, Google Core products and Gmail, MS Outlook, MS Office, Office 365, ExactTarget, many more
Pipeliner CRM Competitors
Pricing
- Has featureFree Trial Available?Yes
- Has featureFree or Freemium Version Available?Yes
- Has featurePremium Consulting/Integration Services Available?Yes
- Entry-level set up fee?No
| On-premise Edition | Pricing Details | Terms |
|---|---|---|
| BUSINESS - Full CRM functionality, customization and unique productivity features | $65.00 | Per User per Month |
| Business STARTER - Basic sales management, tracking and collaboration | $35.00 | Per User per Month |
| ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services | $85.00 | Per User per month |
| SaaS Edition | Pricing Details | Terms |
|---|---|---|
| Essentials - Basic sales management, tracking and collaboration | $35.00 | Per user, per month |
| Professional - Full CRM functionality, customization and unique productivity features | $65.00 | Per user, per month |
| ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services | $85.00 | Per user, per month |
Pipeliner CRM Customer Size Distribution
| Consumers | 0% | |
| Small Businesses (1-50 employees) | 10% | |
| Mid-Size Companies (51-500 employees) | 85% | |
| Enterprises (> 500 employees) | 5% |
Pipeliner CRM Support Options
| Free Version | Paid Version | |
|---|---|---|
| Phone | ||
| Live Chat | ||
| Forum/Community | ||
| FAQ/Knowledgebase | ||
| Social Media | ||
| Video Tutorials / Webinar |
Pipeliner CRM Technical Details
| Deployment Types: | On-premise, SaaS |
|---|---|
| Operating Systems: | Windows, Mac |
| Mobile Application: | Apple iOS, Android, Windows Phone, Mobile Web |
| Supported Languages: | English, German, Portuguese |