Pipeliner Review

PROS: Great visualization of data, allowing real-time management of opportunities vs. targets.

CONS: It would be great if the reports I created would drop in my inbox periodically.

PROS: Pipeliner allows you to not only map out the stages of your Pipeliner, but you can even map out each sales process within each stage of the pipeline. This tells reps exactly what they should be doing throughout the sales process, and it allows managers to easily visualize whether or not the sales process is being followed.

CONS: Nothing whatsoever. I have no complaints at all.

PROS: It is highly visual, dynamic, and its easy customization makes it suitable for any needs you may require as an organization.

CONS: I have no complaints yet.

PROS: Availability of both lagging and leading indicators in all its interface, makes decision easier

CONS: I have not encountered a problem so far

PROS: it is very visual and easy to learn and use. It is also very easy to customize and has a very effective reporting capability. Another exiting features is iits ability to integrate with the email system such as outlook and Gmail.

CONS: Ability to edit saved information faster.

PROS: Pipeliner CRM use visualization across the product to make everything come alive and intelligently communicate information instantly, it\\\\\\\\\\\\\\\'s uniform navigation makes it easy for salespeople to quickly learn how to move around and use the system.

CONS: It is solely focused on sales,

PROS: ease to user and user friendly, simple technology, and the ability to deliver

CONS: well for me, non

PROS: PipelinerCRM allows Instant Visualization of Sales processes, Very easy to use, Very intuitive, No expensive certification is needed

CONS: Downtime due to Software updates, Difficulty to delete unwanted opportunities, API issue

PROS: It improve s much access to customers. It helps in tracking marketing and sales performance quantitatively It I identifies and differentiate the companies most profitable clients.

CONS: No one that I have identified

PROS: What makes me love Pipeliner is it's uniqueness and simplicity It is extremely visual, intuitive and very easy to use. it's functionalities most especially reporting of your data helps me be more effective in my decision making with intelligent insights and forecasting. Pipeliner CRM helps me plan more strategically to hep enhance my sales operations.

CONS: No objection in this regard. They've been quite MASSIVE!!!

PROS: The best aspect about pipeliner CRM is the ease it brings in the sales process through it's lead collection , visual and report presentation

CONS: Not much I can say about the problematic aspects

PROS: The visual features of Pipeliner make it so easy to use. Color codes, flags and steps make managing the pipeline easy.

CONS: The onboarding process requires some dedicated time to get templates set up. This is industry specific and is a necessity to make the pipeline work like it should. Once the back end paramaters are set, managing the pipeline is easy.

PROS: I love the UI and Mobile apps. It's very easy to administer and offers an automatizer feature which is really impressive. Th navigator is a unique concept.

CONS: SOme advance level customisations to product can be improvised. But, it's not that they are not possible , just the new features are evolving.

PROS: The feature of this Pipeliner CRM to integrate with popular business softwares to ensure that users enjoy a seamless experience.

CONS: Nothing serious but the only concern is trial period is somehow limited, it should have been at least 29 days, i hope obviously in near future they will update it.

PROS: Easier to use;-, learn very fast, You can be able to customise the product the way you would like your company to perform The product can be used by anybody hence the cost of administration is reduced to the satisfactory of the user.

CONS: Only the initial setup is abit proble,atic but all other asoects is great.

PROS: Pipeliner CRM is very easy to use. It has different views that suit individual preferences. The sales forecasting tool and account management is superb

CONS: So far I have not encountered any particular problem using Pipeliner.

PROS: Pipeliner is very user friendly, visually appealing, and easy to implement.

CONS: I did not experience any problems or aspects that could work better. Pipeliner is very robust CRM.

PROS: 1. Buying center and organizations chart, gives you an instant grasp on who is influencing an opportunity, which helps to show cooperate hierarchy something that other CRM doesn't have until you buy plug in from the third parties. 2. Pipeliner view is different from other CRM, as not every client would like to see data in the way they do. 3. Reporting capability, which allows you to customize your reports, as most of the other system has really tough time giving you the power to customize report the way you want and make it easy same time. 4. Built-in report, in Pipeliner every function is well documented with a lot of resources and defined with photograph and step by step instructions and this helps to improves the effectiveness of user training 5. Sales velocity, in order to be profitable a sale must move through the sales process in a timely manner, in order to keep a clear view of your opportunities, you must know how long they are taking to close and how each sale is taking in each sales stage 6. Email integration, Pipeliner CRM includes full email integration from within the application. In the past email integration with CRM has often been problematic. But with Pipeliner virtually email integration is possible and email can be seen, respond and stored within CRM

CONS: Nothing serious just trial period just need to be extended at least up to 30 days period

PROS: Great Sales CRM product. Drag and drop functionality suites even not so experienced IT people. Extraordinary dashboard. Streamlined sales processes.

CONS: Very insignificant.

PROS: The best aspect of Pipeliner CRM for me is the ability to customize sales reports in as many ways as possible.

CONS: I think it would be great to be able to send emails directly in-app without redirecting to Outlook. But I think this is already possible. I've not been using the email feature a lot.

PROS: self admin,helps to track and manage business leads and intuitive in handling

CONS: At the moment,every thing seems perfect except video integration between users and clients.

PROS: This product has an interface easy to use , that was why it is non technical and has a mobile with built-in AI

CONS: The product contain aspect that the prospect was asking how would they integrating the software to the sales

PROS: Pipeliner CRM is a software that I have used for my business over a period of time, and I can testify that it is quite easy and cheaper to use than other softwares for CRM.

CONS: There is not much to dislike with this software. Initial set up can take a little effort (no more that others), but once complete little effort is required to maintain and use this program.

PROS: The ease of use and adoption into a sales process,

CONS: Non that i have personally noted within the few months of use

PROS: Entering leads to the system and be able to track them.

CONS: n/a

PROS: Very visual and easy to use. The drag and drop feature assist in quick task management and moving between the screen become easy. I also like the contact management feature that has assisted me to manage business calls effectively. I would really recommend adoption of Pipeliner CRM to any one. It is nice.

CONS: The product is fine, I cannot correct a thing

PROS: Easily customizable to fit the needs of the user company; Has a very user friendly interface; easy to learn and administer.

CONS: None I have encountered so far.

PROS: I like almost everything about CRM Pipeliner, but I love it mostly because it's easy to use, and its quality is unquantifiable. So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.

CONS: What I like least about the Pipeliner CRM is the clip tool that enables user to save lead generated from the internet websites.

PROS: The best aspect of this product is its dynamic instant visualization , the add and drop button and the war room concept, the product is very user friendly and easy to learn, it requires no administration technology

CONS: The product does not have room for integration of local languages making it difficult for local prospects

PROS: Voice note, easy learning, reporting, onboarding, follow up

CONS: Customer support, sales,

PROS: It has a built-in Artificial Intelligence which integrates with other systems, it is easy to use.

CONS: None for now.

PROS: User friendly and has the best sales features which enables to improve performance of general companies revenues.

CONS: I think it would be better to include email marketing.

PROS: I like the fact that the Pipeliner CRM system is interconnected and has unique features that will benefit users to work across the spectrum using unique tools. Its tools are designed to executive precise services to the users and it's features are easy to find and make use of. The idea that Sales can be improved greatly with the help of AI and also to know that Pipeliner CRM provides the framework to organize customer data effectively, revealing customer insight, and the ability to use that information to leverage customer activity.

CONS: The downsides can be consider as Pipeliner CRM should increase or arrange some individual trainings on initial basis to attract more customers in this way users would get attracted toward buying Pipeliner CRM after covering trial version. Further, it could be security and data protection issues with centralized data. Traditional CRM projects were seen as data transference projects, with an eye to utilizing information. These projects were not viewed in the proper context of basic cultural and communication change and certainly not considered from the perspective of the value proposition for users of the system.

PROS: It helps you keep track and analyze the buying behavior, better understand your customers, make better data driven decisions and much more, CRM integration is one of the best ways to gain competitive advantage, helping to increase sales and sustain your business. It also keep tracks of every team including sales, marketing, operations, finance and customer support. It provides easy access to the customers data, let its users standardize workflows and processes associated with sales, marketing and customer support to improve interaction and co-operation between their teams. It also keeps interaction tracking where we can add notes and track the communication history. Further, it also provides with the email integration facility.

CONS: This is the best CRM software which is reliable and easy to use. It definitely helps you increase your productivity and sales turnover ratio.

PROS: The ease of setup, navigation and use. The tracking of sales personnel was very easy and efficient

CONS: The tutorial section needs to be improved upon

PROS: The software has a lot of features which helps in the aid of fastening the activities of my organization .

CONS: Well as for now i don't think there is any problem with this product its very good so far

PROS: Very efficient ,time management and affordable ,Will always recommend

CONS: I am ok could work better

PROS: Its highly visual user interface that makes it easy and fun to interact with.

CONS: Everything is great so far.

PROS: I believe this is the great solution to the most businesses in this technological word. It offers a single-screen view of your sales pipeline as well as comprehensive features that support opportunity, account, contact, and lead management.

CONS: Pipeliner CRM provides dynamic visualization of sales activities, process, and pipeline. Its visual contact management capability permits you to get a comprehensive view of your prospects and customers, and map out their influence on a sale. The Visual Appeal The Insights ability through Voyager AI Bringing every sales management experience and control to the user

PROS: 1. cost effective. i.e spend less and get much more 2. very easy to use and does not need a dedicated admin, a newbie can learn everything about it in less than 5 hours. 3. It has an instant visualization that gives people faster and more accurate information. 4. it has an embedded learning tools which helps to reduce support issues for at least 60%.

CONS: Sincerely, I haven't observed any problem. it is simply amazing to use

PROS: Pipeliner has made the system intuitive for admins and easy for users, this helps with adoption.

CONS: Pipeliner doesn't have the same level of customization ability as other CRM's out of the box.

PROS: Creating leads Setting up meetings qualifying leads Clear and easy visualization of Sales Process Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use Reporting into pivot table is also easy and very useful

CONS: Pipeliner CRM needs to integrate a command where a user can use his voice to command what he wants.

PROS: The customization of visualized interface coupled with the artificial intelligence ability. Cost effective and easy integration of software with other applications that does not require a dedicated administrator. Ability of the software to work perfectly well with internet or no internet on both laptop or desktop computers and mobile device with different operating systems making the accessibility of information and data handy. Ability to track and monitor sales teams and their performance with easy generation of reports by just clicking and filtering to suit need from the same software. Well secured platform for sales activity management.

CONS: Not noted any yet

PROS: *Usage is very engaging for account managers and sales organization as a whole. * Navigation - amazing visual business views to guide business analysi * Reporting - easy to customize reports in minutes that you can save. *Color coding to track all deals and activities * Integration with over 200 3rd party applications * Onboarding - as few as 3-5 hours for sales and no more than 5 hours for Admin * Less Admin Requirement than Competitors * The email/attachment functionality is awesome! * Aligns to Your Business Processes *Mobility - what you can do with Pipeliner CRM you can do in a mobile environment

CONS: At this time, nothing is missing. Continue to expand 3rd party integration as you are doing. Auto-populate anything that needs it. You already listen to customers very well and act on their needs - keep up the great work in this area!

PROS: Pipeliner CRM makes it possible to work in email… without switching back and forth between email and CRM.

CONS: Pipeliner is leading the way by leveraging other SaaS technologies to allow us to build the most efficient, virtual company possible

PROS: The best aspect is the user interface that is very friendly and easy to use

CONS: The area is the lead, it took a lot of time to load sometimes and even if the network is bad, it is somehow frustrating

PROS: It is user friendly and requires no IT administrator. It has the customization option to fit any kind of business.

CONS: I have not encountered any aspects that are in any way problematic. It works just great!

PROS: The visibility is topnotch. Account data can be displayed in multiple views. The mobility and flexibility of pipeliner CRM makes it easy to manage accounts wherever you are. One of the most amazing thing about this app is that it can be linked to your gmail or outlook.

CONS: None experienced so far

PROS: the pipeliner has been a software that allow company to manage data, all activities in the company are saved

CONS: the interface is good and the apps aspect needs to be improved and it has to be fast

PROS: It is user friendly and easy to train employees on

CONS: The syncing issue which is not a problem if you move to the cloud

PROS: The geographical view for your Prospects along with they're locations.

CONS: There's no problem with Pipeliner CRM. The best CRM on the market.

PROS: Ease of use great customer service good pricing easily understood

CONS: none

PROS: the mobile apps of the software that was easy to use and the software is having friendly interface

CONS: the popping of the software is slow

PROS: The built in lead qualifier in Pipeliner CRM makes the process from lead to sale easier and quicker.

CONS: The sales support online takes a bit longer to come back with answers to crucial questions when needed.

PROS: gmail addins, advanced reporting, no admin required and ease of use and setup

CONS: So far so good

PROS: 1. Its cheap,no full time administration costs, user friendly which means easy to navigate

CONS: no problem

PROS: I like the Pipeliner Voyager an intelligent feature that informs salespeople and sales managers by selecting and presenting key indicators that identify actions needed to be taken, areas that need attention as well as providing an early warning system on the health of opportunities in the pipeline.

CONS: The reporting feature in the mobile app could be same as that in desktop app

PROS: Pipeliner CRM is the worlds most visual CRM tool and simple CRM system and it so easy to understand and learn at the same time provide provide sales rep valuable information about what should be done next with this deal, what is on their plate for today and what could be worth focusing on. Pipeliner has uniform navigation across multiple screens this will speed up your time to value and value over time quite rapidly. For every company or business to survive it must have a process Pipeliner can instantly instantly customize to a company sales processes and a company has different department which have their own processes such as product sales, service sales, after sales, presales and lead management. Pipeliner CRM has made it possible to implement implement as many process as they need, Pipeliner CRM is the only CRM solution to this through pipeline view and also unique bubble chart 3D timeline, The lack of multiple processes is one of the reasons that CRM applications have not been successful in the past. Pipeliner is indeed the most sales friendly interface in the world for companies this means for better ROI, based on high and fast adoption rates plus Pipeliner is the most comprehensive CRM reporting system in the world reports can be generated from anywhere in the system: standard reports, pivot table reports, advanced business intelligence reports, forecast reports and performance dashboards reports.

CONS: I love everything about Pipeliner CRM every thing so simple with no hidden cost whats ever. My advice is that every company to able to survive competitive edge must use the right CRM solution that is most visual as data or too much data is overwhelming and wrong decision can be made because of that, and if you are serious about data of which you ought to be consider Pipeliner CRM solution the worlds most visual CRM

PROS: • The system simplicity and user-friendly to both salesmen and manager unlike the other CRM • the ability of the system to integrate artificial and human intelligence and provide useful information for sales manager on how best he/she can improve his sales team • Fast capability of transferring data from the web to this CRM with excellent perfection • Easy to incorporate into other Enterprises Resources Planning (ERP) • Not need of administrator to run the system hence low running costs • Investment cost is less compared to another CRM • Easy to install and quick to use • Easy to access using multiple devices i.e. smartphones, tablet, computer or cloud • Best and fast customer support • Value for money easily realized • Brilliant Features and functionality

CONS: The downside of using Pipeliner CRM is that it will keep you working all the time because the system never sleeps, because Using intelligent algorithms Pipeliner Voyager guides and informs salespeople and sales managers by selecting and presenting key indicators that identify actions needed to be taken, areas that need attention as well as providing an early warning system on the health of opportunities in the pipeline.

PROS: Pipeliner product is an amazing product, programmed with the user in mind, detailing how a user can move from stage to stage in its beautiful UI. Pipeliner mirrors many business needs in powering a product that is interactive. A user doesn't have to understand all the technical workings before seeing what they need to know, they can also have an instant snapshot of their sales stages, what they need to do next, and I believe this will motivate them.

CONS: data usage is very high in some applications and network stability

PROS: Pipeliner CRM provides real-time visualized intelligence to drive team efficiency and productivity Pipeliner’s visual and intuitive interface, you can configure your system, import data, and train users in a matter of days. You can generate insights and follow sales processes with the user-friendly tools and familiar functionalities common to popular productivity apps You can get a clear and immediate picture of sales activities using visualization features Pipeliner allows teamwork between sales reps and management as they can use the collaboration functionalities

CONS: Pipeliner CRM is a software suitable for small businesses only (76.6%) against 6.3% for enterprise. The next improvement will be to develop a version for large companies Objective: to attack big companies

PROS: Pipeliner helps us in the following ways in: ⦁ Identifying and differentiating our most profitable customers ⦁ Improving sales and marketing effectiveness and productivity ⦁ Building loyalty through improved customer relationships, reduced administrative time, fewer errors, and lower costs ⦁ Affording informed business decisions through improved analysis and reporting ⦁ Tracking marketing and sales performance quantitatively (metrics)

CONS: I haven\'t identified any yet

PROS: Integration with Gmail and Outlook mail. Integration with MS 365. With a Pipeliner CRM, you can collect data from multiple sources including social media and keep it organised in one place, so that you can use it when the need be. By providing attentive customer service, responding to requests timely and catering to the customer needs at all times, a business is able to improve levels of customer satisfaction

CONS: Training If the company is small, training issues may be a small disadvantage. Large corporations need to roll out training schedules for all their employees. For large-scale CRMs, this can mean hiring professionals to train employees in groups.

PROS: Its an amazing product with so many benefits I can testify that it is quite easy and cheaper to use than other software for CRM. The quality and durability is immeasurable and very refined. It can track and save lead information that can help you generate sales

CONS: limited custom report

PROS: Easy to use. All of Pipeliner’s functions are totally visualized for ease of use. The application is logically organized to keep the user focused. And each user can customize views to suit their needs.

CONS: I've yet to identify any aspect that is problematic.

PROS: Pipeliner has been designed by sales people so it's fast and interactive. I think it's probably the most visual CRM available right now.

CONS: I don't have any complaints regarding the software because it's something quite unique.

PROS: It has allowed technology to take its place in sales which allows sales representatives and the marketing department to achieve the set targets and objectives.

CONS: The Pipeliner CRM has a lot of features that may require some time for people to be conversant with them. It may also require the trainers to be close with the trainees for them to understand them.

PROS: Pipeliner CRM views are so engaging, organized and easy to use. Pipeliner is the first robust CRM to empower companies to operate without a high-cost, full-time administrator. Pipeliner administration requires a few hours of learning, and can be done by anyone. No expensive certification needed. As with all of Pipeliner’s functions, administration is totally visual, drag-and-drop and intuitive.

CONS: NIL

PROS: I would say the Navigator feature. The dashboard too has everything you need to see where you are with your current process so it gives you better decision making abilities.

CONS: There are limitations with the mobile app. I haven't really been able to understand it like I did with the web app.

PROS: With amazing details and visual analytics, Pipeliner ensures that the sales reps are focused on the key aspects of their sales. It keeps them alert and at the same time, tension-free because it takes care of contacts and calendars too. It addresses to complex sales relationships, contacts and clients to enable you develop better client relationships. I like the social listening tool because it gives an insight to account activities. Integrations such as Office, Google Apps, Outlook, SharePoint, Dropbox and Box etc. have widened our range and given us more convenience. On top of that, the user interface is incredibly simple and even first timers can get used to it in no time.

CONS: Well it has everything I could ask for. mobile apps, offline working options, synchronization options and much more. I don't have any complaints regarding the software because it's something quite unique. Sales reps have greatly benefited from this software and no wonder they would be earning more through it.

PROS: It's the best CRM software I have used so far. It defines a process workflow like no other app. Hence it eases the work for our sales team. It seems like it has been designed b a salesperson. We are therefore widening it's use for other management operations as well.

CONS: Some functionalities such as emails and templates should be added. Calendar synchronization should be added and considering how well Pipeliner has facilitated the users, these features can be expected to appear soon.

PROS: It's been a year since I have been using Pipeliner and I must say it has been a good experience. It's a simple, clean interface which gives me more possibilities to update and look for opportunities to expand. I can monitor the most important aspect of the work flow. it helps analyze whether we are lagging behind or not. Although I don't know much about software specifications but by looking at the interface and representation, I can say that the software has been smartly designed.

CONS: There are a few tools that takes time and effort to integrate. For instance, Sharpspring and MailChimp took time for setting up. However, it's not the software I will blame about it.

PROS: I particularly like the Navigator feature and I think it's a great addition to Pipeliner. The dashboard has everything you need to see where you are with your current project so it gives you better decision making abilities. It takes the guess work out of the equation because everything is crystal clear and in front of your.

CONS: There are limitations with the mobile app. I think there can be improvements made in that. Other than that, I'm happy with the software.

PROS: We found that Pipeliner fit better to our business needs as compared to the previous CRM software. We are not direct sellers and were looking for more sales partners. With Pipeliner, we got that. It fits our budget nicely and for me the Visual sales is the best feature in this app. Multiple pipelines and customization options add more value to it. Tracking has enabled us to generate reports more effectively.

CONS: There is a requirement of Outlook integration. We need to send emails and the fact that we cannot create email template takes a lot of our time. Also, we are unable to use a percentage for price calculation.

PROS: It's an intuitive design with a clean interface. The pipeline is highly visual so we know exactly what's happening in there. It gives us better understanding of things and we can look for opportunities to strike. It's customizable and quite simple to use so it's a great package to have.

CONS: The only problem I think exists right now is that the mobile app is not updated. I think if there can be similar features to those in the desktop version it would be great. Other than that, I am happy with the software.

PROS: Pipeliner has been designed by sales people so it's fast and interactive. I think it's probably the most visual CRM available right now. It lets you focus on work and does all the other necessary jobs itself. It took me three days to download CRMS and to get their demo versions. I couldn't approve any of them until I found Pipeliner. It had everything I was looking for.

CONS: Every couple of weeks, new features are being introduced. This is why it may become saturated after a while. A lot of features can be confusing at times.