Pipeliner CRM is top notch and a one-stop answer when it comes to CRM
October 04, 2019
Pipeliner CRM is top notch and a one-stop answer when it comes to CRM
Score 9 out of 10
Vetted Review
Overall Satisfaction with Pipeliner CRM
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.
- Easy deal closure.
- Zoho Analytics (formerly Zoho Reports)
Pipeliner CRM has robust data entry functionality which is a panacea to exquisite output. On Pipeliner, customization and data viewing options are possible. We can choose the way we view data and information on the platform. Reporting is also easier and flexible because we can retrieve any report of any salesperson with or without the presence of the salesperson in question.