User review
of Pipeliner
The better CRM
-
by NANCY kUBANIA
USER SATISFACTION
RECOMMENDATION Definitely
7 out of 7
COST EFFICENCY Very good
6out of 7
OVERALL IMPRESSION amazing
5out of 5
EASE OF USE very good
4out of 5
CUSTOMER SUPPORT very good
4out of 5
PROS & CONS
What are the best aspects of this product?
Pipeliner CRM is very easy to use. It has different views that suit individual preferences. The sales forecasting tool and account management is superb
What aspects are problematic or could work better?
So far I have not encountered any particular problem using Pipeliner.
What features/services would you like to see in future versions of this product?
The whitepaper feature that has been recently introduced in the CRM is one of the features that was missing.
What specific problems in your company were solved by this product?
Lead management and account management
Are you a current user of this product?
Yes
USER DETAILS
How long have you been using this product?
Less than 1 year
COMPANY DETAILS
What is your company size?
11-50 Employees
What is your industry?
Banking
USAGE & IMPLEMENTATION
What software did you use before?
excel
How did your company implement this product?
in the cloud
How long did it take to set up this product?
less than 1 day
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
How long is your contract with the vendor?
1 year
FEATURE DETAILS
Sales & Marketing Automation
Sales Opportunity Management amazing
5
Customer Management amazing
5
Task Management very good
4
Contract Management very good
4
Pricing Management amazing
5
Order Management amazing
5
Campaign Management amazing
5
Analytics
Reports amazing
5
ROI Analytics amazing
5
Integrations
API amazing
5
Calendar & Contacts Sync very good
4
Export & Import of Data very good
4
Available Integrations amazing
5
Social Network Integration amazing
5
Customer Service
Call Center Tools amazing
5
Issue Tracking amazing
5
Support Portal amazing
5
Knowledge Base Management amazing
5
General Features
Collaboration Features very good
4
Dashboard very good
4
Overall Performance very good
4
Access & Role Management very good
4
Mobile Support amazing
5
Customization amazing
5
File Management very good
4
Language Support very good
4
Security very good
4
