Pipeliner is a great CRM
August 19, 2021

Pipeliner is a great CRM

Erick Parker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Pipeliner CRM

Pipeliner CRM has helped me to streamline my sales process, centralize my data, and better manage my accounts. Pipeliner is visually appealing, easy to customize, and has helped me to find the weak points in my organization to increase gross sales. This has helped me grow my organization in a more structured way.
  • Visually appealing
  • Easy to customize
  • Mobile friendly
  • Pipeliner has had a positive impact on my business.
I have used other CRM products. Pipeliner is more user-friendly out of the box, ready to go.

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 very user-friendly and easy to implement.
The knowledge base and overall support are great.
Pipeliner helped me to centralize my data. If I am in the office or on the road, I have access to my accounts and the documents associated with those accounts for immediate access. I can work from anywhere.

Pipeliner CRM Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Interaction tracking
8
Channel / partner relationship management
10
Lead management
10
Task management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
9
Custom objects
9
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social data
9
Social engagement
9
Marketing automation
9
Mobile access
10