Pipeliner CRM reviews

Pipeliner CRM - Customer Success Platform built on Principles by Sales Professionals for Sales Professionals

Opmerkingen: Salespeople are a rare breed. They love meeting and/or talking to customers all the time. For them, productivity is measured in terms of number of deals closed every month. They are the entrepreneurs within the organization. They think the company runs successfully because of them. And they are simply right. They have no time to do data entry. They simply do not have the time to follow cumbersome procedures. They want a CRM product that simply thinks like they do. And Pipeliner fits the bill perfectly. I am yet to see a product that is crafted for the Salespeople. As a salesperson, I am in love with Pipeliner, the CRM Software that made me fall in love with Sales again.

Pluspunten:

Ease of Use Integration with Apps that you use Visualization of Sales stages No expert skills required Lets you focus on the right leads at the right time Always available on the cloud and on your mobile devices [Android, iOS apps] - whether you are connected or not. Auto Syncing once you are connected. There are no multiple editions to choose from. Single edition and you get all the features at one low price. Over a 3 year period, you will pay 50% less than the popular cloud app [that tries to do everything under the sun completely ignoring the very purpose with which the company was started or what their name means]. Whereas Pipeliner is built for the Sales Force. To empower them in true sense. What's more? You would have achieved more sales than if you use the popular cloud app. And cultivated happy customers for life. Do you want more sales ? Do you want to manage your sales leads with utmost sophistication ? Do you want to make sure your sales people focus on the right clients at the right time ? Do you want to see your pipelines visually ? Do you want instant intelligence on everything about Sales at your fingertips ? Do you want your sales people to fall in love with Sales again ? The answer is "Pipeliner CRM". Go for it. You will NOT have any regrets.

Minpunten:

Nothing whatsoever. I have no complaints at all.

Pipeliner CRM - Powerful and Flexible

Pluspunten:

Pipeliner CRM system is very visual and easy to navigate. The visual Pipeliner makes it easy to track and manage the different stages of your project pipelines! The Navigator feature gives an instant visual update on what indicators are lagging and progress vs sales targets.

Minpunten:

There is not much to dislike with this software. Initial set up can take a little effort (no more that others), but once complete little effort is required to maintain and use this program.

A great CRM for Medium to Large Scale Businesses

Opmerkingen: I get exact and specific sales analytics and I can easily track the sales performance to make sure we are on the right path.

Pluspunten:

It was not hard to get my head around Pipeliner CRM. After a few hours of usage, you would think I was a pro. Navigation is also super easy.

Minpunten:

I wish we could integrate more third party add-ons onto the CRM and this is a huge disadvantage for us.

Really bad tool if we think that MKT and Sales are one team

Opmerkingen: If I work alone in my own company really good, if not I would look for another option.

Pluspunten:

From a sales point of view it was really easy to use the pipeline and forecast as well as setting future tasks

Minpunten:

Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless.

What You Can Expect from Pipeliner CRM

Opmerkingen: It is one of the best CRM software in terms of visualization

Pluspunten:

The interface for both their web app and mobile app is completely visualized which makes it easy to understand the information at a glance.

Minpunten:

The generated reports should have a forecast that can tell me what industry CRM tips to implore.

The Best CRM Software in Town

Opmerkingen: Pipeliner CRM is a software that I have used for my business over a period of time, and I can testify that it is quite easy and cheaper to use than other softwares for CRM. The quality and durability is immeasurable and very refined. It can track and save lead information that can help you generate sales.

Pluspunten:

I like almost everything about CRM Pipeliner, but I love it mostly because it's easy to use, and its quality is unquantifiable. So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.

Minpunten:

What I like least about the Pipeliner CRM is the clip tool that enables user to save lead generated from the internet websites.

A Top Notch Customer Relationship Management Tool.

Opmerkingen: I have used Pipeliner CRM and I can tell you that its worth the value of your money!

Pluspunten:

It has top notch Graphic User Interface with Seamless ability to Integrate with other applications. Its also easy to navigate.

Minpunten:

Its only a CRM tool.I wish the producers can make other competing softwares aside the CRM Key features it has.

Pipeliner CRM is the best sales software in CRM community .

Opmerkingen: Pipeliner CRM solve all problem of a sales company .to use this CRM software in a company we can get report of many module like account management, contact management, lead management, opportunity management & activity management.

Pluspunten:

To use this CRM software in any sales related company then they can get any sales report within short time. it is also easy to use for both sales people & company owner.

Minpunten:

In pipeliner CRM i don't get any disliking features.because all features in this CRM are related to a sales company directly.sales people & company owner get all report with one click which are related with them.

Amazing Lead Management CRM

Opmerkingen: It is worth to test out Pipeliner, if you need lead management with powerful features and a lot of customization options.

Pluspunten:

The easy way to move your leads across your pipe, the powerful filtering features make Pipeline an excellent tool for each lead manager.

Minpunten:

I was missing some integrations when I used Pipeline but I see now they are available.

Transform your sales pipeline with Pipeliner CRM

Pluspunten:

I'm completely sold on Pipeliner CRM. Since we implemented it in our company, it has completely transformed the way we manage our sales pipeline. It's intuitive and easy to use, so even non-tech savvy staff can quickly get up to speed with it. Highly recommended!

Minpunten:

I have not encountered any drawbacks for this tool yet.

Recommended. Not the most intuitive to use, but powerful and customisable.

Pluspunten:

The overall experience of signing up and installing the client software is good and we have had no technical issues. Customer support is good and documentation is available for using and customising the interface. For example we wanted to add a margin value field to each qualified opportunity and although this was not a default field it was easy to find instructions as how to do it. The new field is calculated and can be used for graphs and reports so we can see relative margins against project values. Pipeliner lets you run more than one pipeline and we have two, one for new sales and one for existing customer development. This makes it easier for sales team to keep their workload balanced between the two activities. The management reports feature is extremely useful and enables our directors to quickly see how the sales team are progressing in terms of wins, losses, potential and actual sales.

Minpunten:

Our directors want to encourage the sales team to add follow up actions after events. Unfortunately, you cannot add a telephone call or email as the follow up to a meeting. We have posted it as a feature request, but it is a surprising and pretty pointless limitation. Who wouldn't follow up a meeting with a phone call? It would also be nice if the pipelines could be colour coded as it can be difficult to know which one you are working in. Our only caveat is that should your internet connection fail and you carry on working, the 'auto-synch failure' alert is very small and easily overlooked. If you have to reboot the PC to solve the internet connection you will lose all the work added after the synch failure. We would like Pipeliner to auto-backup client data to the client PC which could be restored in the event of a synch failure.

Excellent CRM for pipeline and activity management, reporting

Pluspunten:

Extremely powerful. Highly configurable, allowing us to fully align the software to our playbooks and existing sales processes. The ability to setup the relevant activities required per each sales stage, upload documents specific for a sales-stage and other features which support the process are fantastic. Pipeliner is not only workflow-focussed, it's also very intuitive to use. Social network integration (LinkedIn), Office365 integration and the WebGrabber tool are also fantastic. Pipeliner supports multiple departments, products and pricebooks. The reporting features for the creation of standard, advanced, private and shared reports is very comprehensive. We have been using Pipeliner for about 12 months now. The onboarding process was a breeze, their training was awesome, the whole team is extremely responsive, helpful and client-outcome-focussed. Highly recommend.

Minpunten:

There isn't much to dislike about Pipeliner. One of the features we are currently missing is the ability to automatically send scheduled reports (daily, weekly or monthly) to specified (internal or external) email addresses. This will hopefully be available soon.

CRM Review

Opmerkingen: Excellent system easy to use implement and is very effective

Pluspunten:

Handling opportunities (click and drag). Targeted values, and sales velocity features

Minpunten:

Difficulty deleting unwanted opportunities

Simple and easy to use

Opmerkingen: I can recommend this tool to all businesses and individuals who have been through the pain of CRM! The tool really focuses on the essentials when it comes to sales and pipeline management and gets rid of all the unnecessary tasks that sales people are confronted with in everyday life. The interface is top class. What completely made me choose pipeliner is the one of a kind support the company offers. They have really understood to focus on the customer and not themselves.

Pluspunten:

I have been using pipeliner for the sole purpose of following my deals/opportunities through the sales pipeline. There is no tool on the market that is as simple to use as this one. It lets me accumulate all the information quickly and I don't have to use Excel anymore. The Outlook integration completes the system and lets me manage my customer information and contacts at the same time. Due to my intensive CRM and sales background I have decided to become a pipeliner partner. The simple implementation of the tool makes it interesting for any company. Of course it is not perfect, but which tool is today. If you can ignore some of the small lack of features, it gives you a perfect overview and summary of your sales pipeline at the click of a button.

Minpunten:

The workflow is not 100% optimal, but pipeliner has made tremendous efforts to improve this since I am a customer. The clicking between screens can become tedious at times, but does not hinder you from your daily work.

It is extremely simple to utilize!

Pluspunten:

It is extremely simple to utilize and you can likewise roll out any improvements to your pipeline without having any issues. They likewise have an exceptionally appealing UI awesome designs that will make you generally lean toward Pipeliner.

Minpunten:

The help group should run after paying attention to the client needs and tending to them properly with the goal that they can guarantee a smooth encounter for their clients all through their use of the stage.

Great tool for manufacturer's CRM

Opmerkingen: Excellent tool for our small sales team. Online program stays always updated.

Pluspunten:

Multi-platform availability. Ease of use for new non-computers oriented users. Mulitple ways to enter key information.

Minpunten:

Need to re-login regularly. Seems to time-out on the web page even when still using it.

If you will like the process of selling then you'll love pipeliner.

Pluspunten:

Billed as the world's most visual CRM, pipeliner is a sales system designed by salespeople - for sales people focused on achieving sales. The system works, work the system. I invested over three days last year downloading CRM demos, getting CRM demo logins, and being evermore frustrated by what I found. Most of the CRM is logged that were immediately dismissed as to fiddly and bitty. Have you ever tried to use a database created by someone who has never sold anything? Exactly. I wish I found pipeliner first. I could have made some sales with the extra 2 3/4 days…

Minpunten:

This product is constantly being improved. This may make some people uncomfortable as a new features aren't being added every couple of weeks.

Pipeliner is an excellent tool for account management

Pluspunten:

We use it for projects and project bid tracking and is a great CRM for allowing us to manage the process and documents

Minpunten:

Not having the ability to use subfolders for uploading documents. That you cannot upload files larger than 30MB

Very functional CRM for job tracking

Pluspunten:

It is very easy to search and update jobs. The formatting is very functional, and reporting is quick and easy.

Minpunten:

That some of the features are not in alphabetical order and that you can not create files to store older documents

Instant Visualization Simplified

Opmerkingen: As a sales consultant, I have had a lot of clients whose major challenge they have is managing their entire sales team and observing how each rep is managing his pipeline. Since I introduced Pipeliner CRM to them, they have experienced efficiency within their sales management process and an increase in the number of closed deals. For me and my clients, managing sales pipeline just became seamless with Pipeliner CRM.

Pluspunten:

Pipeliner CRM gives you an instant visualization of your entire sales process. This helps in making key decisions and managing sales reps. What I love about Pipeliner CRM is the fact that it was developed by sales experts to empower salespeople. Also, they have a strong philosophy on educating sales personnel on the job.

Minpunten:

There is really no perfect CRM software out there in the market. Pipeliner is not the ULTIMATE CRM tool yet, but it is the best in the market and currently strives to be better by continuous improvements.

My Pipeliner Journey

Opmerkingen: Well, my overall experience with pipeliner so far has been excellent and fulfilling. I have been able to learn so much about sales, how this tool can work for the benefit of salespeople. I will be very much happy to recommend it to anyone. I am very happy that I was given this opportunity to learn more about selling and how the pipeliner CRM tool can enhance selling skills.

Pluspunten:

I like that I can connect my personal email accounts to the pipeliner CRM Cloud so that I can easily have my contacts. I also like that there is a mobile app, that allows you to be updated with everything happening on the cloud. Even when you are away from your computer.

Minpunten:

What I least liked was that the trial was not very clear. I was not sure if I was supposed to add my own clients or just to use the ones that were provided. when I quired I did not get the response. The other thing is that my mobile app gives me challenges to syncronize at times.

Sales 2.0 and Sales 3.0 Integrated Technology

Opmerkingen: Pipeliner CRM has an amazing technology that solves virtually the problems encountered with the traditional CRM’s - less sophisticated, self-responsibility, integration of sales, marketing and customer services.

Pluspunten:

Pipeliner CRM has an amazing visual simplification (cybernetics) that is designed to break down its operational complexities. This is far different from the traditional CRM’s. It’s user friendly; has the ability and capacity to store and present information to the user on offline mode - using Pipeliner CRM Hybrid. This helps and backs me up when I’m in an airplane mode or out-of-network area, and need to recall some information about my customer on a business meeting with me.

Minpunten:

The navigation tools don’t have a description note to highlight what’s expected in that page without having to be trained or technically supported.

Pipeliner CRM, the best Professional way to sell

Opmerkingen: It has been a worthy experience. Basically, I am solving the problem of managing the efficiency of each sales rep in the sales process and encouraging them to build on it through effective sales cadence.
It also helps the team members not to have a collision with regards to contacting same account by various members of the sales team.

Pluspunten:

The detailed process assists both the Sales Manager and Representatives to manage the whole sales process in a more professional way. A detailed Tech and Process that will ensure various sales reps do not contact or bother the same account which will eventually result to loosing the account. Also, a tech that provides detailed information about the strength and weakness of each sales rep, which will enable the manager to build on the strengths rather than focusing on improving on the weaknesses of the reps. It also helps the manager in evaluating various efforts put into the process by individual sales reps for adequate and deserved benefits for the reps. Finally, it give this assurance to sales reps that there is assistance at any stage of the sales process.

Minpunten:

I dislike the possibility of the the technology chosen by the Sales Manager to cumbersome for sales reps.

Pipeliner Experience

Opmerkingen: It gives a quick overview about my sales status and where to improve.

Pluspunten:

It is an easy to use software that gives a quick overview about sales status and development

Minpunten:

The graphic function for reports could be improved.

Pleasent discovery

Pluspunten:

It's visual Easy to use not to mention easy to customize! Easy to teach others Excellent Pipeliner tech support

Minpunten:

With Pipeliner updates happening, one needs to close Outlook, Word and Skype which can be annoying at times.