Fast-to-learn, highly intuitive interface with uniform navigation
March 24, 2022

Fast-to-learn, highly intuitive interface with uniform navigation

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Pipeliner CRM

This is one of the best software for people who are in the sales industry. It integrates with your many internal apps & has one of the best in class features with your day-to-day use tools. It can easily be integrated with MS Outlook & also it captures leads from Facebook, LinkedIn, etc.

Pros

  • Capture leads from multiple platforms.
  • CRM Analytics & Customer support.
  • Email integration.
  • Lead generation.

Cons

  • No major issue as such, however the user interface can be further eased.
  • Also its a bit slow when it integrates with other software.
  • This has really helped our organisation in getting the best results & in return the best investment.
  • Overall business activities have improved.
  • Overall efficient enough & time saving.
The most important reason for selecting pipeliner CRM:-exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly. Users can easily customize what they see to make the system their own. Best user interface & fast to learn.

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

Unique qualites
Highly eficient
East to integrate
Analyser feature
Lead management
Best lead analyser & has a unique feature of integration which is available in very few options.
This has helped me a lot when I had integrated this with one of my old PST data from outlook & it had actually captured data of the last 10 years & helped me in filtering out important leads & I was able to convert one transaction.

Pipeliner CRM Feature Ratings

9.0
Customer data management / contact management
8
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Interaction tracking
9
Channel / partner relationship management
9
Customer Service & Support ()
Not Rated
9.0
Lead management
9
8.5
Task management
8
Reporting
9
8.0
Forecasting
9
Pipeline visualization
8
Customizable reports
7
8.0
Custom fields
8
Custom objects
8
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
8.5
Social data
8
Social engagement
9
8.0
Marketing automation
8
8.0
Mobile access
8

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