Pipeliner CRM Review
November 26, 2019

Pipeliner CRM Review

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Pipeliner CRM

Pipeliner CRM is used by us to manage the leads, activities, sales pipeline, etc. We like this product as it addresses our business problem of having software to implement the sales force automation and is very easy to use as well. It is used by a few handfuls of individuals in a particular department.

Pros

  • Lead management.
  • Mobile application.
  • Sales commission calculation.

Cons

  • Could have more integrations.
  • Better marketing features.
  • Extremely positive impact as previously we were using very expensive CRMs which did not give us the same benefits.
It is well suited if you need a CRM that is very easy to use and is less suited if you are looking for a marketing-focused CRM.

Pipeliner CRM Feature Ratings

10.0
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
Interaction tracking
10
Channel / partner relationship management
10
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
10.0
Custom fields
10
Custom objects
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
10.0
Mobile access
10

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