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User review of Pipeliner

Best CRM ever

- by Elly Tangaza

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
6out of 7
Very good
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
4out of 5
very good
CUSTOMER SUPPORT
4out of 5
very good

PROS & CONS

What are the best aspects of this product?

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.

What aspects are problematic or could work better?

Nothing whatsoever. I have no complaints at all.

What features/services would you like to see in future versions of this product?

The automatizer working effectively.

What specific problems in your company were solved by this product?

Dynamic visualization of the pipeline, sales process and sales activities.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I use it myself

How long have you been using this product?

Less than 1 year

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Information Services

USAGE & IMPLEMENTATION

How did your company implement this product?

in the cloud

How long did it take to set up this product?

less than 1 week

How many people in your company actively use this product?

several employees

What is the primary use of this product in your company?

both B2B & B2C

EFFECT ON BUSINESS GOALS:

How did using this product affect your business goals?

  • It allows us to store and organize information about our customers in a more efficient way
  • It allows us to solve our customers problems faster and in a more efficient way
  • It allows us to synchronize customer data between departments and teams
  • It allows us to automate out sales and marketing related processes
  • It offers us detailed analytics that lets us plan our future strategies more efficiently

PRICING & COSTS

What was the cost of implementing this product?

Business. $ 65. /user/month (billed annually) or $75 per user if billed monthly.

What is your total annual cost for using this product?

$ 780

How long is your contract with the vendor?

1 year

Did you get any discount for this product? How much?

Nope

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
5
amazing
Customer Management
4
very good
Task Management
5
amazing
Contract Management
4
very good
Pricing Management
4
very good
Email Marketing
4
very good
Order Management
5
amazing
Campaign Management
4
very good

Analytics

Reports
5
amazing
ROI Analytics
5
amazing

Integrations

API
5
amazing
Calendar & Contacts Sync
5
amazing
Export & Import of Data
5
amazing
Available Integrations
5
amazing
Social Network Integration
5
amazing

Customer Service

Call Center Tools
4
very good
Issue Tracking
4
very good
Support Portal
4
very good
Knowledge Base Management
5
amazing

General Features

Collaboration Features
5
amazing
Dashboard
4
very good
Overall Performance
4
very good
Access & Role Management
4
very good
Mobile Support
4
very good
Customization
5
amazing
File Management
4
very good
Language Support
4
very good
Security
4
very good