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Pipeliner Review

Pipeliner
Our score: 9.1 User satisfaction: 100%

What is Pipeliner?

Pipeliner CRM is a sales CRM software designed to deliver higher levels of engagement not only between the user and the software but also between users and customers. The platform offers a highly visual interface with drag and drop functions, plus visual reports and automation.

One of Pipeliner CRM’s most important features is that it works even without a full-time, certified administrator. The platform has a drag-and-drop, intuitive interface that requires only a few hours of training to master, so any user will be able to easily navigate the dashboard. Through the dashboard, users can access Pipeliner CRM features and adjust profile settings if needed.

The platform comes with features for all stages of the sales pipeline. Users can build multiple pipelines to organize leads and contacts, nurture leads, map out sales-related tasks, and track opportunities. Robust reporting capabilities, including sales reports, advanced business intelligence reports, forecasts, and performance reports, allow managers to get a more accurate picture of the team’s performance.

Pipeliner CRM’s integrations with popular business software ensure that users enjoy a seamless experience. These features and integrations, along with Pipeliner CRM’s user-friendly interface, help boost adoption rates and ROI for organizations.

Overview of Pipeliner Benefits

Intuitive, flexible interface

Pipeliner CRM comes with a highly visual interface to make the software easier to use. All functions are visualized and logically organized to help users focus and ensure productivity. The interface offers uniform navigation and built-in visual support tools to speed up onboarding and increase adoption rates. Users can also switch between multiple pipeline views, bubble chart view, compact view, and list view-so they can work with a system that matches their needs.

No certified admins needed

You don’t need expensive certifications or administrators to run Pipeliner CRM. Sales managers and sales teams can quickly learn the Admin Module and use color-coding drag-and-drop functions to set up the system and adjust settings as needed. User access and permissions can also be set so you can control who can access certain pipelines or documents.

A more organized sales and CRM process

Pipeliner CRM can help organize your sales process, from prospecting to opportunity tracking. Create as many pipelines as you need and add all relevant contacts to these pipelines. From a contact page, users can send messages and add activities and documents. Leads can be qualified and organized within the pipeline as well. Once a lead becomes an opportunity, the platform makes it easy to track sales activities and suggests new tasks to users. Color-coded indicators signify the status of tasks related to opportunities so sales agents can quickly take action.

Hassle-free account management

Pipeliner CRM provides various views for accounts in your system, so you can view data the way you prefer. You can use the Compact View to see all important account information, including the latest activities as well as contacts. The Pipeline View, on the other hand, displays all potential opportunities within your sales pipeline. Likewise, you can use the Bubble Chart View to see a 3D map of opportunities, including information on the estimated close date and the size of the deal.

Easier task management

There are numerous tasks involved with any sales cycle, and Pipeliner CRM helps you keep track of all of them. Tasks can be arranged on boards in the pipeline view so all pending tasks are immediately visible. Plus, all tasks and activities are shareable, so everyone is on the same page in terms of task progress. To further boost productivity, Pipeliner CRM can also automatically create tasks as users move contacts into various stages of the sales pipeline. Users can accept, edit, or reject these tasks as needed.

Improved CRM capabilities

Pipeliner CRM helps sales agents and reps provide better customer service through a Product Catalogue feature. This feature places a catalog right within the system, so agents don’t have to switch between systems to quote a price or provide the product information the customer needs. The Product Catalogue also helps sales reps quickly determine the right product or services to pitch to customers.

Secure data archiving

Pipeliner CRM keeps a record of everything you put in the system, even information on lost deals. The platform’s CRM Archive tool ensures that users don’t have to spend more time recompiling tasks contact information, documents, and pricing for deals that didn’t succeed. The tool also allows leads and opportunities to be restored to active pipelines with just one click.

Robust reporting capabilities and performance monitoring

The platform comes with a Sales Performance Insights feature that makes it easier for managers to monitor and analyze the performance of teams and individual reps. The feature can provide Instant Views on team performance with predefined KPIs, historical trends, and conversion history per rep. Through the software, you can also quickly map out data for all users involved in the sales process and get a visualization of success rates.

Offline CRM functionalities and powerful mobile app

Pipeliner has two versions, Pipeliner CRM Cloud and Pipeliner CRM Hybrid, with the Hybrid version, teams can enjoy full software functionality even when offline. All changes made on the desktop app while offline are automatically updated to the cloud once the user goes back online. The platform’s smart cloud technology ensures that data in the system is always accessible without compromising security. For added convenience, the software also has a mobile app for Android and iOS. With features for managing accounts, contacts, leads, and tasks, these mobile apps are great for on-the-go sales reps.

Built-in support tools

Built-in support tools like guides and context-specific guided video tours also ensure that users can make the most of the software’s features. If the Built-In HELP articles don’t provide sufficient support, users can also contact Pipeliner CRM support from the dashboard.

Overview of Pipeliner Features

  • Drag-and-drop administration
  • Multiple accounts
  • Account hierarchies
  • Multiple pipelines and views
  • Product Catalogue
  • Dynamic organization chart
  • Buying Center
  • Contact management
  • Social selling
  • Social media feeds
  • Custom profiles and views
  • User access permissions
  • Template designer for forms
  • Auto-calculated fields
  • Visual lead management
  • Dynamic Target
  • Bulk updates
  • Document management
  • History log
  • Notes management
  • Activity Stream
  • Target Overview
  • Notifications
  • Suggestions
  • Business Overview
  • Archive tool
  • Opportunity Tracking
  • Sales Task Management
  • Sales Process Mapping
  • Offline CRM
  • Built-in HELP
  • Sales reports
  • Performance Insight Instant Views
  • Sales Velocity monitoring

What Problems Will Pipeliner Solve?

Problem #1: CRM software is difficult to use

Solution: Pipeliner CRM comes with a visual, intuitive interface that users can quickly get familiar with. Drag-and-drop functionalities, for instance, make it easier for users to arrange leads within pipelines. The software’s user-friendly interface helps users save time and improves adoption rates, which boosts ROI for organizations.

Problem #2: Inaccessible or inaccurate data

Solution: With Pipeliner CRM, sales managers can get the data they need right from the software, minimizing the time spent chasing sales reps for numbers. By making data more accessible to users, the platform ensures that managers quickly get the information they need so they can spend more time on higher-value tasks like coaching and performance monitoring.

Problem #3: Insufficient customization options

Solution: Nearly every aspect of Pipeliner CRM can be customized, from pipeline stages and views, to fields for contact forms, to activity types like meetings and calls. With its flexibility, Pipeliner can be easily adjusted to match your sales process.

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.

Pipeliner Position In Our Categories

Knowing that businesses have distinctive business demands, it is only logical that they steer clear of preferring a one-size-fits-all, “perfect” software. Needless to say, it would be futile to try to discover such a software system even among popular software products. The correct thing to do is to write the various main functions which merit investigation like essential features, budget, skill aptitude of staff members, organizational size, etc. Then, you should follow through your research exhaustively. Go over some of these Pipeliner reviews and look into each of the software solutions in your shortlist more closely. Such all-encompassing research ascertains you take out poorly fit apps and choose the system that provides all the benefits you require business requires to be successful.

Position of Pipeliner in our main categories:

TOP 20

Pipeliner is one of the top 20 CRM Software products

TOP 10

Pipeliner is one of the 10 Sales Software products

Pipeliner is also listed in the following subcategories:

Each enterprise has its own characteristics, and may require a specific CRM Software solution that will be adjusted to their business size, type of clients and staff and even specific industry they cater to. It's not wise to count on finding a perfect app that will work for every company no matter what their history is. It may be a good idea to read a few Pipeliner CRM Software reviews first and even then you should keep in mind what the service is intended to do for your company and your employees. Do you need an easy and intuitive app with only essential functions? Will you really use the complex functionalities required by experts and large enterprises? Are there any particular tools that are especially useful for the industry you work in? If you ask yourself these questions it will be much easier to find a trustworthy service that will match your budget.

How Much Does Pipeliner Cost?

Pipeliner Pricing Plans:

Free Trial

Starter Plan

$25/user/month

Business Plan

$65/user/month

Enterprise Plan

$85/user/month

Pipeliner CRM offers three pricing plans, all billed annually:

Starter – $25/user/month

  • Accounts Management
  • Contacts Management
  • Unlimited Accounts & Contacts
  • Feeds (Built-in Internal Messaging)
  • Import Accounts and Contacts from CSV files
  • Leads Management
  • Opportunities Management
  • Unlimited Leads & Opportunities
  • Opportunities and Leads Pipeline View
  • Opportunities, Leads, Accounts, Contacts and Activities List View
  • Opportunities, Leads, Accounts and Contacts Compact View
  • Opportunities, Leads, Accounts and Contacts Map View
  • Dynamic Velocity View
  • Dynamic Target Views
  • Target Multiple KPIs
  • Custom Profile Views
  • Tasks Management
  • Appointments Management
  • Unlimited Tasks & Appointments
  • Tasks and Appointments Calendar View
  • Reminders
  • Mobile Apps (iOS and Android)
  • Calling Integration (over Mobile)
  • Email Automation
  • Mass Email Tracking
  • Customizable Email Templates (Text & HTML)
  • Email Personalization
  • Email Integration
  • Import Accounts & Contacts from CSV files
  • Import open Leads & Opportunities from CSV files
  • Standard Table Reports
  • Pivot Table Reports
  • Custom Pipeline Stages
  • Custom Fields for Opportunity, Lead, Account and Contact Form
  • Custom Standard Fields for Products
  • Unlimited Custom Fields
  • Custom Field Description/User Hint
  • Custom Web Resource Fields
  • Custom Fields Calculations
  • Custom Fields Validation Rules
  • Custom Fields Pick-Lists
  • Custom Fields Dynamic Dropdowns
  • Custom Fields Auto-Number Fields
  • Custom Products and Services Catalog
  • Office 365 Automatic Email Sync
  • Exchange Automatic Emails Sync
  • Office 365 Inbox Add-In for Outlook
  • Contacts Sync to Outlook (Office 365 and Exchange)
  • Tasks Sync to Outlook (Office 365 and Exchange)
  • Appointments Sync to Outlook (Office 365 and Exchange)
  • Send and Track Emails directly from PL (Office 365)
  • Mass Email Tracking (Office 365)
  • Customizable Email Templates (Office 365)
  • Automation Hub Integrations
  • SSL Encryption
  • Encryption at Rest
  • GDPR Compliance
  • 30 MB Attachment Limits
  • Attachment Type Restrictions
  • Email Domain Restrictions
  • Daily Database Backups
  • SSL Encryption
  • Encryption at Rest
  • Online Onboarding Guidance
  • User Training (Online course)
  • Admin Training (Online course)

Business – $65/user/month

  • All Standard features
  • Documents Management
  • Custom Template Docs and Spreadsheets (Office 365 and Google Docs)
  • Notes Management
  • Navigator Dashboard
  • Opportunities and Leads Archive View
  • Multiple Currencies
  • Tasks Board View
  • Appointment Timezone Checker
  • Recurring Tasks
  • Activities 1-to-Many to Any
  • Export Accounts/Contacts to Excel/CSV
  • Export Leads/Opportunities to Excel/CSV
  • Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
  • Bulk Ownership Updates
  • Merge Contact & Accounts
  • Dashboard Reports
  • Multiple Custom Pipelines
  • Custom Fields per Pipeline Stages (Sales Actions)
  • Custom Activities per Pipeline Stages (Sales Activities)
  • Custom Business Units
  • Save Email Attachments to Pipeliner Records
  • Google Drive Integration
  • Custom (Bespoke) Integration possible
  • Assigned Account Manager
  • API Actions Limits
  • Onboarding Consultancy and Customisation
  • User Training (Web Sessions with Pipeliner Trainer)
  • Manager Training (Web Sessions with Pipeliner Trainer)
  • Admin Training (Web Sessions with Pipeliner Trainer)
  • Standard Data Import from CSV
  • Custom Data Migration

Enterprise – $85/user/month

  • All Standard and Business features
  • Visual Opportunities and Leads Buying Center
  • Opportunities Bubble Chart View
  • In-App Notifications
  • Advanced Reports
  • Forecast Reports
  • Insights
  • Custom User Roles and Permissions
  • Custom Accounts Relations
  • Custom Standard Fields for Activities
  • Custom Activity Types
  • Custom Fields Field Permissions
  • SharePoint Integration
  • Sandbox Environment
  • Single Sign-On (SAML 2.0)
  • Prioritized Technical Support
  • Telephone Technical Support
  • Pipeliner Quarterly Review
  • Onsite Training

User Satisfaction

Positive Social Media Mentions 118
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Pipeliner reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Pipeliner. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Screenshots

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English
  • German

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Pipeliner Comparisons

Pipeliner user reviews

User friendly, effective & easy to use CRM Software

Read full review >
Anonymous Reviewer
5/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 12.12.2019 Company Size: More than 100 Employees Industry: Market Research

Better CRM for sales in the innovative economy

Read full review >
Anonymous Reviewer
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 29.11.2019 Company Size: 1-10 Employees Industry: Accounting

Pipeliner Sales, the CRM with Superior Sales Navigation & Reporting

Read full review >
Anonymous Reviewer
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.11.2019 Company Size: More than 100 Employees Industry: Information Technology and Services

Pipeliner CRM is a better CRM with a difference

Read full review >
Mohammed Ziauddin
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.11.2019 Company Size: N/A Industry: N/A

An amazing CRM encounter that creates peace and produce wealth

Read full review >
Kingsley Addae-Asigbee
5/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 25.11.2019 Company Size: 11-50 Employees Industry: Airlines/Aviation

What are Pipeliner pricing details?

Pipeliner Pricing Plans:

Free Trial

Starter Plan

$25/user/month

Business Plan

$65/user/month

Enterprise Plan

$85/user/month

Pipeliner CRM offers three pricing plans, all billed annually:

Starter – $25/user/month

  • Accounts Management
  • Contacts Management
  • Unlimited Accounts & Contacts
  • Feeds (Built-in Internal Messaging)
  • Import Accounts and Contacts from CSV files
  • Leads Management
  • Opportunities Management
  • Unlimited Leads & Opportunities
  • Opportunities and Leads Pipeline View
  • Opportunities, Leads, Accounts, Contacts and Activities List View
  • Opportunities, Leads, Accounts and Contacts Compact View
  • Opportunities, Leads, Accounts and Contacts Map View
  • Dynamic Velocity View
  • Dynamic Target Views
  • Target Multiple KPIs
  • Custom Profile Views
  • Tasks Management
  • Appointments Management
  • Unlimited Tasks & Appointments
  • Tasks and Appointments Calendar View
  • Reminders
  • Mobile Apps (iOS and Android)
  • Calling Integration (over Mobile)
  • Email Automation
  • Mass Email Tracking
  • Customizable Email Templates (Text & HTML)
  • Email Personalization
  • Email Integration
  • Import Accounts & Contacts from CSV files
  • Import open Leads & Opportunities from CSV files
  • Standard Table Reports
  • Pivot Table Reports
  • Custom Pipeline Stages
  • Custom Fields for Opportunity, Lead, Account and Contact Form
  • Custom Standard Fields for Products
  • Unlimited Custom Fields
  • Custom Field Description/User Hint
  • Custom Web Resource Fields
  • Custom Fields Calculations
  • Custom Fields Validation Rules
  • Custom Fields Pick-Lists
  • Custom Fields Dynamic Dropdowns
  • Custom Fields Auto-Number Fields
  • Custom Products and Services Catalog
  • Office 365 Automatic Email Sync
  • Exchange Automatic Emails Sync
  • Office 365 Inbox Add-In for Outlook
  • Contacts Sync to Outlook (Office 365 and Exchange)
  • Tasks Sync to Outlook (Office 365 and Exchange)
  • Appointments Sync to Outlook (Office 365 and Exchange)
  • Send and Track Emails directly from PL (Office 365)
  • Mass Email Tracking (Office 365)
  • Customizable Email Templates (Office 365)
  • Automation Hub Integrations
  • SSL Encryption
  • Encryption at Rest
  • GDPR Compliance
  • 30 MB Attachment Limits
  • Attachment Type Restrictions
  • Email Domain Restrictions
  • Daily Database Backups
  • SSL Encryption
  • Encryption at Rest
  • Online Onboarding Guidance
  • User Training (Online course)
  • Admin Training (Online course)

Business – $65/user/month

  • All Standard features
  • Documents Management
  • Custom Template Docs and Spreadsheets (Office 365 and Google Docs)
  • Notes Management
  • Navigator Dashboard
  • Opportunities and Leads Archive View
  • Multiple Currencies
  • Tasks Board View
  • Appointment Timezone Checker
  • Recurring Tasks
  • Activities 1-to-Many to Any
  • Export Accounts/Contacts to Excel/CSV
  • Export Leads/Opportunities to Excel/CSV
  • Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
  • Bulk Ownership Updates
  • Merge Contact & Accounts
  • Dashboard Reports
  • Multiple Custom Pipelines
  • Custom Fields per Pipeline Stages (Sales Actions)
  • Custom Activities per Pipeline Stages (Sales Activities)
  • Custom Business Units
  • Save Email Attachments to Pipeliner Records
  • Google Drive Integration
  • Custom (Bespoke) Integration possible
  • Assigned Account Manager
  • API Actions Limits
  • Onboarding Consultancy and Customisation
  • User Training (Web Sessions with Pipeliner Trainer)
  • Manager Training (Web Sessions with Pipeliner Trainer)
  • Admin Training (Web Sessions with Pipeliner Trainer)
  • Standard Data Import from CSV
  • Custom Data Migration

Enterprise – $85/user/month

  • All Standard and Business features
  • Visual Opportunities and Leads Buying Center
  • Opportunities Bubble Chart View
  • In-App Notifications
  • Advanced Reports
  • Forecast Reports
  • Insights
  • Custom User Roles and Permissions
  • Custom Accounts Relations
  • Custom Standard Fields for Activities
  • Custom Activity Types
  • Custom Fields Field Permissions
  • SharePoint Integration
  • Sandbox Environment
  • Single Sign-On (SAML 2.0)
  • Prioritized Technical Support
  • Telephone Technical Support
  • Pipeliner Quarterly Review
  • Onsite Training

What integrations are available for Pipeliner?

Pipeliner CRM offers integrations with over 200 apps for productivity, collaboration, accounting, and eCommerce. These apps include:

  • Freshbooks
  • Sage Intacct
  • Clearbit
  • FullContact
  • Ethereum
  • Zapier
  • Dropbox
  • Google Drive
  • Shopify
  • Magento
  • Calendly
  • EventBrite
  • MS Office
  • monday
  • Wrike
  • Google Forms
  • SEMrush
  • Twitter
  • Freshdesk
  • Zendesk

Pipeliner average rating:

Average score
5/5 (25 user reviews)
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Mohammed Ziauddin

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.

Reviewed 2 months ago

Read full review >

The least favorable review

Joshua Nicholas

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

Reviewed 3 months ago

Read full review >

More reviews from 25 actual users:

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  • Most useful
  • Most positive
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User friendly, effective & easy to use CRM Software

Read full review >
Anonymous Reviewer
5/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 12.12.2019 Company Size: More than 100 Employees Industry: Market Research

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.

What do you think about this review? Great Poor

Better CRM for sales in the innovative economy

Read full review >
Anonymous Reviewer
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 29.11.2019 Company Size: 1-10 Employees Industry: Accounting

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

What do you think about this review? Great Poor

Pipeliner Sales, the CRM with Superior Sales Navigation & Reporting

Read full review >
Anonymous Reviewer
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.11.2019 Company Size: More than 100 Employees Industry: Information Technology and Services

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!

What do you think about this review? Great Poor

Pipeliner CRM is a better CRM with a difference

Read full review >
Mohammed Ziauddin
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.11.2019 Company Size: N/A Industry: N/A

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.

What do you think about this review? Great Poor

An amazing CRM encounter that creates peace and produce wealth

Read full review >
Kingsley Addae-Asigbee
5/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 25.11.2019 Company Size: 11-50 Employees Industry: Airlines/Aviation

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

What do you think about this review? Great Poor

Top of the game CRM tool for salespeople

Read full review >
Paulus Kampanza
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 18.11.2019 Company Size: N/A Industry: N/A

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

What do you think about this review? Great Poor

PIPELINER CRM COMPLICITY MADE SIMPLE!!!

Read full review >
Nsamwa Ntobolo
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 14.11.2019 Company Size: 1-10 Employees Industry: Accounting

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

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Best CRM to work with

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Patrick Sosthenes
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 04.11.2019 Company Size: 11-50 Employees Industry: Retail

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.

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my experience so far

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Joshua Nicholas
4/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 30.10.2019 Company Size: 1-10 Employees Industry: Education Management

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

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Pipeliner CRM is the best CRM.

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Anonymous Reviewer
5/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 28.10.2019 Company Size: 1-10 Employees Industry: Information Technology and Services

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

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Pipeliner CRM! the game changer!!

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Prince wells Kutorglo
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.10.2019 Company Size: 1-10 Employees Industry: Farming

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

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pipeliner CRM a better choice

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Linus Velipi Lumingu
5/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 25.10.2019 Company Size: 1-10 Employees Industry: Consumer Services

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.

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I can testify that it is quite easy and cheaper to use than other softwares for CRM.

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Mary Nwanze Okafor
5/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 25.10.2019 Company Size: 1-10 Employees Industry: Medical Devices

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

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Pipeliner CRM is the best CRM. Don’t be left out!

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Kelechi Onwe
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.10.2019 Company Size: 1-10 Employees Industry: Consumer Goods

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.

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Reliable CRM

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funmilayo faroye
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.10.2019 Company Size: 1-10 Employees Industry: Consumer Goods

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.

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Make the Right Choice with Pipeliner CRM

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Mark Komba
5/5

Overall Impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 21.10.2019 Company Size: 11-50 Employees Industry: Insurance

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.

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USER FRIENDLY

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Anonymous Reviewer
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.10.2019 Company Size: N/A Industry: N/A

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

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Simplicity at its best

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Achabeza Asaha
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 17.10.2019 Company Size: N/A Industry: N/A

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.

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A Perfect Package for Sales Businesses

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Alejandro
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 03.10.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

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.

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Pipeliner is the Best

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Joyce
4/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.09.2019 Company Size: More than 100 Employees Industry: Professional Training & Coaching

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.

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Pipeliner Gives Us In-Depth Analysis

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Henrietta
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 08.09.2019 Company Size: More than 100 Employees Industry: Internet

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.

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A bunch of High Quality Features

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Lena
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 29.09.2018 Company Size: More than 100 Employees Industry: Information Technology

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.

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We Got What We needed

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Conrad
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.03.2018 Company Size: More than 100 Employees Industry: Insurance

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.

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Excellent Addition to Our Company

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Jesse
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 25.01.2018 Company Size: More than 100 Employees Industry: Information Technology

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.

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Brilliant software

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Jonathan
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.12.2017 Company Size: More than 100 Employees Industry: Management Consulting

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.

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Reviewed By Jenny Chang
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