PipelinerCRM, Visualize your Sales Process
October 08, 2021

PipelinerCRM, Visualize your Sales Process

Jean François SACK | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Pipeliner CRM

PipelinerCRM is a Sales software that we use both for lead management and sales management. It allows us to have a better understanding of our activities and forecast. It is very easy to use, very intuitive, and highlights our Sales Process definitely. It is embedded with drag and drop functions.
  • Mapping out your Sales processes
  • Having many Sales pipelines
  • Very visual and intuitive interface
  • Customization of ways your data should be viewed
  • Difficulty to delete unwanted opportunities
  • Downtime due to software update
  • API Issues
  • Better leads management
  • Better visualization of salesteam performance
  • Mapping out a clear sales Process
Conversely from competitors listed below, Pipeliner CRM does not need expensive certification for its administration daily basis. It is very intuitive and easy to use. Pipeliner CRM has a friendly interface with drag-and-drop functions. this software is designed to deliver higher levels of engagement not only between the user and software but also between users and customers.

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

I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.
I gave that rating because of language. Till now, English is the only language. when we go international, we have to take into consideration some cultural factors like languages too. For instance, in french speaking counties all over the world, we have also users and customers who want that service on their business daily basis.
PipelinerCRM is Sales software designed to deliver higher levels of engagements not only between the user and software but also between users and customers. In the same vein, it is designed for Salespeople like Salesteam, Sales Executives. it aims to enhance better leads management, highlighting sales processes, Improving high quality and accurate sales reporting.

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
9
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
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
Not Rated
Mobile access
10