The CRM you need in your office
December 19, 2020

The CRM you need in your office

Mfundo Ntsodo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Pipeliner CRM

Pipeliner CRM is been used by my organization to increase sales, and it has been used the mostly by sales department to increase and manage sales and opportunities. It has added the great value in terms of generating leads and be able to see which opportunity is likely to have potential.
  • Creating leads
  • Setting up meetings
  • qualifying leads
  • Invoices
  • web entregration
  • data capturing
  • Sales increase
  • improvement in marketing
  • less management on sales
Pipeliner is easy to set up and it does not take time to get working other than the other CRM's that take up to 2 months before you can use it. Also pipeliner is easy to use and it is less costly unlike the other CRM's with high prices they charge.

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

Pipeliner is indeed a good product to use and it is also easy to use with great interface that you can customize whenever you feel like. Also pipeliner has the phone app that you can use on the go so that you can not miss out your appointments if you have one.
Pipeliner has the most supporting tools ever that you can access within the software to help you to get used to the system. Pippeliner also provide support help incase you need to ask someone about the problem you encounter while using the software and also documents that can help you understand the software better.
Pipeliner CRM is well suited in creating leads and opportunities the leads has. The process gives an insight of how you qualify a lead from from stage of entering to purchase. It also show you the time frame when the lead was created and how long the opportunity has been there.

Pipeliner CRM Feature Ratings

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
Lead management
10
Task management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
10
Mobile access
10