A better CRM
Hamza Naeem | TrustRadius Reviewer
October 13, 2019

A better CRM

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Pipeliner CRM

Pipeliner is being used in my company as a sales CRM. It is being used by every sales department in 3 different cities across the whole organization. It helps us to stay connected and updated amongst each other. It helps managers to evaluate every single lead and the current status of those leads. It also helps us to capture forms.
  • It helps us to capture leads from anywhere.
  • It has its own mobile app, and a business card scanner is just awesome.
  • Affordable.
  • Integrations with other apps like Sabre.
  • Sending emails direct from Pipeliner.
  • Increase in sales.
  • Efficient record keeping.
It is better than Pipedrive since its features are more advanced than Pipedrive. Pipeliner has a better mobile app and its features are great to use.
Pipeliner is suited for any company which has a sales department. The best thing about Pipeliner is that it is customizable to any type of industry, so every kind of business can use it. Also has the best mobile app.

Pipeliner CRM Feature Ratings

Customer data management / contact management
7
Workflow management
8
Territory management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
9
Interaction tracking
8
Channel / partner relationship management
9
Lead management
8
Task management
8
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
9
Custom objects
9
API for custom integration
9
Role-based user permissions
9
Single sign-on capability
9
Social data
9
Social engagement
9
Marketing automation
9
Mobile access
9