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User review of Pipeliner

This CRM will amaze you with its funcionality and flexibility

- by KATAYA CHALI

USER SATISFACTION

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

PROS & CONS

What are the best aspects of this product?

It is highly visual, dynamic, and its easy customization makes it suitable for any needs you may require as an organization.

What aspects are problematic or could work better?

I have no complaints yet.

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

So far the rate of development never ceases to amaze me, and I am content with what it provides.

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

Opportunity management, Client data and communication is made easier, Data storage and access are even better.

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 Technology and Services

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

Yes

What software did you use before?

Manual Data management

Why did you decide to change it?

It was cumbersome and Pipeliner simplified everything

Are you satisfied with the change?

Very

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?

all employees

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

PRICING & COSTS

What was the cost of implementing this product?

low

How long is your contract with the vendor?

Unlimited

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
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
4
very good
Social Network Integration
4
very good

Customer Service

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

General Features

Collaboration Features
4
very good
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