Pipeliner CRM Reviews

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

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

The simplicity and ease of use.
The Visual view and drop n drop features.
The way forecasting can be customized.
Easy to engage new sales member into CRM.
The insights and info-graphs to track sales team KPIs.
Everyone can administer it as it does not require a dedicated admin.

I have not seen a developer's API so It could be a good thing to avail for large enterprises.
I have not seen an Arabic version of the software, that could be also a good thing to have.

Easy to Use.
Non Tech Set Up
Easy Navigation
Web clipper Add on especially LinkedIn works like magic

Too much Info on the Dashboard.
Looked Intimidating at a first glance

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.

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.

Highly customisable. Can be set up to automate your processes easily
Everything is visual, making it easy and fun to use for sales people at all levels
Easy to input information
Easy to extract relevant information
Automation of tasks and workflows

Lots of software updates means sales downtime

1) Customizable
2) Intuitive from a sales perspective
3) Easy to use and saves time
4) Easy enough for even the executives and technical staff can input their interactions with clients and prospects.

1) My client prefers month-by-month billing, not annual plans
2) Lack of integration with HubSpot

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…

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

I love the mobile app and computer interface. I like the automatic call log feature it makes it easy to keep and track info in an even more efficient manner.

Price. Although they are still in line with all the other competitive products. I t still seem expensive. especially if you have multiple users it really starts to add up quickly

Pipeliner has made the system intuitive for admins and easy for users, this helps with adoption.

Pipeliner doesn't have the same level of customization ability as other CRM's out of the box.

I am a well trained salesman and I have been selling various products and solutions for over 30years. I never came across an amazing game changing software like this, that can impact positively on sales operations. Do you want to move your sales to the next level? Try Pipelinersales CRM, your operations will never be the same again.

Considering a global market, the company should have a Customer care dept that will operate 24/7 a week.

The design of the user interface is very clean and intuitive. The fact that your sales pipeline is very visual, helps you get a better understanding of the opportunities that sit within it. The platform is extremely easy to configure as well.

At the moment, we haven’t run into any major hiccups. If I could recommend anything to Pipeliner, I would say they need to update their mobile app so that it reflects all of the great visual features in the desktop version.

Pipeliner CRM is quick to implement, learn and most important, easy to utilize. It leads to better communications within our sales team and keeps us squarely in-front of the right customers.

Pipeliner CRM's team is customer focused with a drive to bring the best product for sales professionals to the market.

The robust management options are focused on helping manager's coach and improve their sales team's performance. However, there are so many options for managers that you need to take the time to learn how to run the reports. Everything is there, it is just not as simple to use as it is for the sales people (which is good because the sales people are the the reason for CRM in the first place).

Simple yet flexible and powerful. Keeps everyone focused on one thing: moving deals through the sales pipeline according to the sales plan. Powerful forecasting, reporting, and data visualization tools make Pipeliner as much of a sales BI tool as it is a sales-focused CRM tool.

It would great if it offered native email marketing features, but Pipeliner does integrate with multiple email marketing, marketing automation and hundreds of other popular products using pre-packaged connectors and services like Zappier. Plus, a full featured API is available if a pre-packaged integration is not available or does not offer all of the functionality needed. So Pipeliner essentially "plugs into" whatever technology you are already using which allows you to give sales reps and sales managers the best tool for generating revenue and growing sales.

Pipeliner CRM works for both on line and offline to enable salespeople to stay on top of the business even when you do not have WiFi plus the navigator shows you how are tracking against target. Pipeliner is most visual CRM on market today and infact offers 5 different visualization of opportunities and easy to customize within hours.

It works only where there is technology like in urban areas and the people in rural areas are disadvantaged to more efficient and effective sales

it is easier to use,an overall experience of installing this software is very good and had no issues when installing ,its helpful in the integration of the outlook and stay connected with other several social networks,this software let you run more than one pipeline making it more easier for sales team to balance workloads.

well satisfied customer henceforth no complaints.

The dynamic virtualization of the Pipeline, process and activities and it complete virtual contact management while the in built AI provide alert and intelligent insight. Pipeliner make salesperson focus on their revenue and target and the most high priority activities

No need for external technical personnel, No programmers, No System integrator

with support of Artificial Intelligence pre indication and deep analysis is the core function of this CRM

so far it is already equivalent with other CRM when we see the price

It is easy to use and implement with great educational material source

None for and hopefully it will be the perfect tool with more usage

Available as an app, easy to use, pairs with many web services and it is quick.

None come to mind at the moment. The system isn't perfect, but it's close to it.

The features of the application was really awesome , it gives me an accurate update and how to schedule conversation with clients

Nothing much, the offer free trial which i think is best for any startup to use or train their employees

Easy to use, visual interface, pipeline management

Pipeliner CRM covers all our needs......

It is user - friendly with simplified applications

Its dependency on internet connection could be a limitation to its global reach - especially the remote areas.

the overall layout of the program itself, it is exceptional to use.

it takes alot of time in order to understand pipeliner when you are new to it.

Pipeliner CRM is easy to use, it about sales visualization of activities.

At this stage (starter level), I can't comment relevant regarding PipelinerCRM