Pipeliner CRM Reviews

Our CRM system should fit seamlessly into you workflow. It should leverage the tools you already use and it should be simple and easy to adopt. Welcome to Pipeliner CRM! Pipeliner CRM is really simple CRM system that enables you and your sales teams to unleash your potential in form of increased sales and value. It does it by defining 6 major problems that sales organisations cope with on daily basis and adress them with solutions that are simple, systematic and with sales and end user in mind. For example email integration: We created CRM integrations for both Gmail and Outlook- most used email platforms, that allows you to create all records you know such as Leads or Accounts or Activities. They recognise contacts you don’t currently have in Pipeliner, and allows you to easily create them. Not a single person will be forgotten. For existing contacts it allows you to dive into your existing business with them, or activities you have planned. So you can easily and from one place craft your responses tailored to your prospect´s context. Something any potential customer would appreciate. Pipeliner helps you to get data automatically into the system. Use Web-clipper, a Chrome extension that allows you to capture data from websites. Or use Google forms on your sites. When someone fills in your form, submitting it will create a lead in Pipeliner automatically, with form fields mapped to pipeliner fields This will eliminate tons of manual data entry, decrease chances of mistakes, and turn the focus from routine to more challenging tasks. Pipeliner is a visual CRM tool and simple CRM system. And as such it is understandable and learnable very easily. But it also provides each sales rep valuable information about what should be done next with this deal. What’s on their plate for today and what could be worth focusing on. Pipeliner has a very intuitive interface which has uniform navigation across multiple screens. This will speed up your time to value and value over time quite rapidly. It also contains context sensitive help, built directly into the application, and lots of learning resources on the website. You can easily educate yourself on the go, on demand and on your chosen topic. Anytime. We receive 60-70% less support tickets than comparable CRMs! This speaks for itself. Thanks to our simple, visual and drag and drop approach, it takes just 5 hours training to start administering the system. Pipeliner CRM admins spends an average of 3-4 hours per month on administration. You don’t need a full-time Administrator to operate and change your CRM. Also would it be beneficial to have sales support everywhere you go? Create contacts and leads on the fly? When you use the Pipeliner mobile business CRM app, you can use Geolocation to navigate yourself to the prospect, call your contacts from Pipeliner, voice create records and use voice to text functionality if you are driving. Or automatically log your calls after making them. And of course, have all your documents, records and insights always with you to make the most informed decision.