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User review of Pipeliner

Pipeliner CRM, The Sales Optimizer

- by Festus Aitokhuehi

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?

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.

What aspects are problematic or could work better?

None experienced so far

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

Instant messaging tool

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

Organisation of sales process. Tracking relationship of accounts and knowing areas to improve on.

Are you a current user of this product?

Yes

USER DETAILS

How long have you been using this product?

Trial/Demo only

COMPANY DETAILS

What is your company size?

11-50 Employees

What is your industry?

Food & Beverages

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?

mostly B2B

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

FEATURE DETAILS

Sales & Marketing Automation

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

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