Best CRM product ever
June 02, 2021

Best CRM product ever

GEORGE MWENISONGOLE | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Pipeliner CRM

Pipeliner CRM is used for sales department only in our Organization, it it helps a lot to our department and the organization as a whole how to manage sales and increase of revenues.

Pros

  • It is a user friendly ,easy to use, sales friendly interface.
  • Easy to customize depends on the user.
  • One of the best features is that it can be integrated with everything.
  • It has mobile app with built in AI.

Cons

  • Built-in email marketing feature.
  • Should include video conferencing calls.
  • Easy access to customer support.
  • Well increased revenue.
  • Cost reduction due to easy sales process.
  • Easy management of customers and Sales team.
Another CRM like Creatio is not very user-friendly. With a lot of complications, it might take a long time for a new user to master it, but Pipeliner CRM is easier to use and easier to master within a short period of time, which makes it more efficient and effective than any other CRM product.

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

The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.
The scenario whereby Pipeliner CRM is well suited is its sales process, it is well defined and helps to increase revenue and easy management of customers and sales activities. Also, sales managers can well manage sales representatives. It is less appropriate when one wants the feature of email marketing unless they can integrate it with third-party software.

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
9.5
Social data
9
Social engagement
10
10.0
Marketing automation
10
10.0
Mobile access
10

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