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How Pipeliner CRM helps the sales team to focus
May 13, 2020

How Pipeliner CRM helps the sales team to focus

Gary Perkins | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Pipeliner CRM

We have been using Pipeliner CRM now since 2014 and have seen some big changes as the app has evolved over the years. This is used for Sales primarily, although now looking at some of the add-on modules.

My view is that this is a great application for those interested in ensuring there is uniformity in capturing data and moving on from the Excel. Salespeople like this due to the fact it is so visual and involves drag and drop for moving leads and opportunities along their stages. All clients I have found have some sort of stage process, and metrics here are very good to support both the Sales Management reporting and giving them the information to know when it may be useful to get involved.
  • Clear and easy visualisation of Sales Process
  • Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
  • Reporting into pivot table is also easy and very useful
  • Mobile app has always been very good and easy to use since 2015
  • "Feeds" is one in which I sometimes find hard to explain differences
  • The Older Hybrid version, still in use, was also sometimes problematic on upgrades depending on a client, but Cloud version seems to have solved this
  • Within Admin 'Automation Hub' it would be good to be able to search by "type of App" you are looking for. E.g. Email Marketing, Finance etc.
  • Personally, I would have Import and Export functions within Admin tasks
  • Improved visibility of effort and enable 'lost' opportunities to be rekindled.
  • Saved lot of time in reporting.
  • Useful to see where we were 'dropping off' in each stage and tracking why sales were lost for analysis enabled tighter processes.
We wanted a pure cloud-based solution with a reliable mobile app. This was a key driving force: reducing issues around upgrade and IT maintenance of servers etc. It was the first cloud-based solution welcomed by the team with an attractive interface that was common to both desktop and mobile app (which was not always the same when looking at other cloud-based apps at the time in 2016).
My best scenario is for pure Sales Teams moving from ad hoc forecasting or management of lads and opportunities through Excel or some other tool and not needing a cloud-based tool for easy access on different devices. On desktop, iPad and mobile, for instance, where core information is easy to hand and ideally there is a sales process to follow or that needs to be implemented. Typically, this works best when there are 5-25 users involved, so you need to share information and ensure you don't duplicate data and, more importantly, effort. The visual element makes it easy to drag and drop. Setting up some basic reports and metrics can be done by most Sales Managers, albeit sometimes training will help here.

Pipeliner CRM Feature Ratings

7.6
Customer data management / contact management
9
Workflow management
6
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
6
Interaction tracking
5
Customer Service & Support ()
Not Rated
6.0
Lead management
6
7.5
Task management
6
Reporting
9
9.0
Forecasting
9
Pipeline visualization
10
Customizable reports
8
7.0
Custom fields
8
Custom objects
6
API for custom integration
7
8.0
Role-based user permissions
8
Single sign-on capability
8
7.0
Social data
7
Social engagement
7
8.0
Marketing automation
8
9.0
Mobile access
9