Pipeliner is easy for admins
March 19, 2020

Pipeliner is easy for admins

Kristen Ringler | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Pipeliner CRM

Pipeliner is being used by the majority of people in my organization The sales team uses it to track and enter opportunities. As an admin, I train people on it and use it to import contacts and accounts and also to pull reports.

Pros

  • Pulls sales reports.
  • Tracks opportunities.

Cons

  • Syncing option.
  • Tracks sales team opportunities.
  • Pulls sales team reports.
It is a great tool for the sales team to track opportunities and get account and contact information.

Pipeliner CRM Feature Ratings

Not Rated
Customer data management / contact management
Not Rated
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Customer Service & Support ()
Not Rated
8.0
Lead management
8
8.5
Task management
8
Reporting
9
8.7
Forecasting
9
Pipeline visualization
9
Customizable reports
8
8.7
Custom fields
9
Custom objects
9
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Not Rated
Mobile access
Not Rated

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