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User review of Pipeliner

Better CRM for sales in the innovative economy

- by Anonymous Reviewer

USER SATISFACTION

RECOMMENDATION
6 out of 7
Very likely
COST EFFICENCY
7out of 7
Superb
OVERALL IMPRESSION
5out of 5
amazing
EASE OF USE
5out of 5
amazing
CUSTOMER SUPPORT
5out of 5
amazing

PROS & CONS

What are the best aspects of this product?

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.

What aspects are problematic or could work better?

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

I am yet to find a setback. All seem smooth at the moment.

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

Usability to be great, makes a complex process of collecting, categorizing and generally managing pipeline simple

Are you a current user of this product?

No

USER DETAILS

How long have you been using this product?

Trial/Demo only

COMPANY DETAILS

What is your company size?

1-10 Employees

What is your industry?

Accounting

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 hour

How many people in your company actively use this product?

just me

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?

zero

What is your total annual cost for using this product?

zero

How long is your contract with the vendor?

1 month

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

No Idea

FEATURE DETAILS

Sales & Marketing Automation

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

Analytics

Reports
4
very good
ROI Analytics
5
amazing

Integrations

API
4
very good
Calendar & Contacts Sync
4
very good
Export & Import of Data
5
amazing
Available Integrations
4
very good
Social Network Integration
4
very good

Customer Service

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

General Features

Collaboration Features
5
amazing
Dashboard
4
very good
Overall Performance
3
ok
Access & Role Management
5
amazing
Mobile Support
4
very good
Customization
5
amazing
File Management
4
very good
Language Support
2
mediocre
Security
5
amazing