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User review of Pipeliner

User friendly, effective & easy to use CRM Software

- by Anonymous Reviewer

USER SATISFACTION

RECOMMENDATION
7 out of 7
Definitely
COST EFFICENCY
5out of 7
Good
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?

It helps you keep track and analyze the buying behavior, better understand your customers, make better data driven decisions and much more, CRM integration is one of the best ways to gain competitive advantage, helping to increase sales and sustain your business. It also keep tracks of every team including sales, marketing, operations, finance and customer support.
It provides easy access to the customers data, let its users standardize workflows and processes associated with sales, marketing and customer support to improve interaction and co-operation between their teams. It also keeps interaction tracking where we can add notes and track the communication history. Further, it also provides with the email integration facility.

What aspects are problematic or could work better?

This is the best CRM software which is reliable and easy to use. It definitely helps you increase your productivity and sales turnover ratio.

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

Currently, we do not have any recommendations to add in because this version is up to date and best one so far.

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

The visual approach. I noticed right away that Pipeliner works differently from other solutions. It is visual, not dry spreadsheets but instantly understandable in pictures and intuitive. I don't need a thick manual. No need to think in ‘database structures’. Pipeliner shows me the sales process and how I move from stage to stage. Pipeliner ‘mirrors’ my behavior. I don’t have to understand all the technical workings I can just see what I need to know. I suddenly have an instant snapshot of my sales stages, what I need to do next, and this motivates me. Also absolutely important and helpful is the integration of MS Outlook and the connection with several social networks.

Are you a current user of this product?

No

USER DETAILS

What is your role with this product?

  • I advised the company to purchase it

How long have you been using this product?

Less than 1 year

COMPANY DETAILS

What is your company size?

More than 100 Employees

What is your industry?

Market Research

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

Yes

What software did you use before?

Hubspot

Why did you decide to change it?

It didnt provide the add on features

Are you satisfied with the change?

Yes, definitely

How did your company implement this product?

in the cloud

How long did it take to set up this product?

less than 1 month

How many people in your company actively use this product?

most 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

How long is your contract with the vendor?

1 year

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

No

FEATURE DETAILS

Sales & Marketing Automation

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

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
5
amazing
Issue Tracking
5
amazing
Support Portal
5
amazing
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
4
very good
Customization
5
amazing
File Management
5
amazing
Language Support
5
amazing
Security
5
amazing