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Intuitive for Admins
May 24, 2021

Intuitive for Admins

Veronica Hugh | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Pipeliner CRM

We use Pipeliner as our housing for our sales process, accounts, contacts, leads, and opportunities.
  • Pipeliner has made the system intuitive for admins.
  • Pipeliner has made the easy for users, this helps with adoption.
  • Pipeliner has great automation tools.
  • Pipeliner has come a long way to make it comparable with other CRM's, there are still a few limitations but they get smaller with every release.
  • Pipeliner is useful to us for what we are using it for.

Do you think Pipeliner CRM delivers good value for the price?

Yes

Are you happy with Pipeliner CRM's feature set?

Yes

Did Pipeliner CRM live up to sales and marketing promises?

Yes

Did implementation of Pipeliner CRM go as expected?

Yes

Would you buy Pipeliner CRM again?

Yes

Microsoft 365 (formerly Office 365)
Pipeliner has done a great job with their updates over the past 6 months to make the tool very user friendly.
One of Pipeliner's #1 assets is their support team. Being able to get in touch with a person from their in app chat and get most answers right away is an amazing benefit!
Pipeliner is easy to set up and easy to train on. With the new automation tools it's a great tool.

Pipeliner CRM Feature Ratings

7.4
Customer data management / contact management
7
Workflow management
6
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Customer Service & Support ()
Not Rated
6.0
Lead management
6
8.0
Task management
8
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
6.0
Custom fields
7
Custom objects
3
API for custom integration
8
7.5
Role-based user permissions
6
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
6.0
Marketing automation
6
Not Rated
Mobile access
Not Rated