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

Falodun Adewumi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller

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.

Pros

  • 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.

Cons

  • Voice prompts for task reminders.
  • Easy deal closure.
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.
Pipeliner CRM is about sales! Sales processes, management, analytics. With Pipeliner CRM, sales processes are streamlined to foster coordinated results. Each process is monitored and visible to the management, so as to unveil obvious and feasible concepts of helping salespersons achieve the target. Management or Head of Sales can easily access reports for meetings, presentations, and other purposes.

Pipeliner CRM Feature Ratings

9.3
Customer data management / contact management
10
Workflow management
8
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Interaction tracking
10
Channel / partner relationship management
9
Customer Service & Support ()
Not Rated
10.0
Lead management
10
10.0
Task management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
9.0
Custom fields
10
Custom objects
9
API for custom integration
8
9.0
Role-based user permissions
9
Single sign-on capability
9
9.0
Social data
9
Social engagement
9
9.0
Marketing automation
9
10.0
Mobile access
10

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