Why battle your CRM? Let it become your Strategic Ally!
Babette Ten Haken | TrustRadius Reviewer
April 22, 2015

Why battle your CRM? Let it become your Strategic Ally!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

7.2

Overall Satisfaction with Pipeliner CRM

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.
  • It's extremely useful in my management consulting practice because it allows me to provide an implementation tool to my customers for the issues we address in workshops and practice management.
  • Salesforce.com,ACT
Pipeliner CRM raises the bar far beyond any other currently available CRM. It makes all of your data immediately accessible and usable. It takes you away from constantly having to enter data into your CRM system and allows me to be a consultant and interpret findings from my data in my CRM. That saves me time and makes me money. It is an impressive and readily understood interface when presenting to customers as well. It's a keeper in my book.
Pipeliner CRM is amazingly flexible to your business model. For example, in addition to tracking movement of leads through your sales pipeline, Pipeliner CRM can be used to track internal processes, like RFQ and RFPs through your organization. It's highly adaptable across your organization.

Pipeliner CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
10
Mobile access
10