Pipeliner CRM - A CRM for today's Sales Reps
Lori Grass | TrustRadius Reviewer
Updated August 19, 2015

Pipeliner CRM - A CRM for today's Sales Reps

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Version 7.5.4

Modules Used

  • All

Overall Satisfaction with Pipeliner CRM

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.
  • At this point, it is too early to tell.
Pipeliner's visual user interface is a favorite of our sales team. I love the LinkedIn integration. It makes searching and linking in with prospects and customers easy. I also really enjoy how it pulls the pictures. This is especially handy when meeting with someone that you've never met. In addition, we appreciate the intimate size of the company and the personalized attention we receive.
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Pipeliner CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
10
Lead management
10
Email marketing
Not Rated
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
Not Rated
Mobile access
10

Using Pipeliner CRM

10 - Sales and Client Success