Pipeliner CRM Reviews
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215 Reviews
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Review Source
Overall rating
- Value for Money
- Ease of Use
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Pipeliner
Reviewed on 18/5/2016
This is the most comprehensive pipeline management tool I have ever used. Having said that it is...
This is the most comprehensive pipeline management tool I have ever used. Having said that it is still very easy to setup and use. There is a great deal of contextual help, and when you need it the support is great.
Pros
One of the side benefits of using Pipleliner is all of the sales content they have, you really don't need any other source, if you are a sales professional, they have a ton of information for you, if you are a sales manager they have a ton of information for you...Visual, Intuitive --- Great Reporting!
- Industry: Professional Training & Coaching
- Company size: 2–10 Employees
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- Value for Money
- Ease of Use
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The best visual process CRM on the market!!!
Reviewed on 29/4/2016
Pipeliner is the best visual CRM software that offers a defined process workflow for your sales...
Pipeliner is the best visual CRM software that offers a defined process workflow for your sales team. We love the ease of use and intuitiveness. Pipeliner was clearly designed by a salesperson for sales teams. We love the process ease of use so much we are implementing it to manage other systems as well.
Pros
Quick & easy customization of fields and forms
Email feed integration
The new navigator is a fantastic snapshot and the timeline clearly shows whats ahead in the pipe
Cons
While I love it all I would like a few more functionalities such as; email templates for each sales steps along with calendar syncing. I'm sure Pipeliner has that in the works and am excited to check it out!
- Industry: Electrical/Electronic Manufacturing
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Pipeliner
Reviewed on 24/5/2022
Pros
It is the CRM our company uses. Helps us manage leads, opportunities and pipeline.
Cons
Requires additional support just to allow system to provide valid data for number of leads inputted and date inputted.
- Industry: Management Consulting
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
Best Value Business Tool
Reviewed on 11/11/2015
Pipeliner provides all the features every seller and sales manager needs and can use. The entire...
Pipeliner provides all the features every seller and sales manager needs and can use. The entire system is designed with the user in mind; from compelling graphics to ease of customization and access to multiple performance analytics.
Pros
Online and offline accessibility on multiple devices, Inviting and intuitive GUI, automatic synchronization local to cloud, ability to add images and documents, social media access, multiple dashboards and pipelines, content-rich tutorials and user guides - and super responsive customer support.
Cons
Myriad of options, pull downs and filters take some time to master.
- Industry: Management Consulting
- Company size: 11–50 Employees
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- Value for Money
- Ease of Use
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Fantastic sales management software!!!
Reviewed on 25/11/2015
We have been using Pipeliner for a couple of months now and it is light years ahead of the...
We have been using Pipeliner for a couple of months now and it is light years ahead of the competition. It is incredibly easy to use, all of our sales team has adopted it and I have a better understanding of our sales pipeline that ever before. As a company that is experiencing rapid growth Pipeliner is a critical part of our management infrastructure. Our sales ops guys have received outstanding support on any issues that we have had and as a company that sells cloud software and professional services it is refreshing to see how well this company is managed. I am actually really excited to attend our weekly sales reviews as they are now focused on action not reporting!!! If you are a company of any size and dropping tons of money on expensive CRM tools and not seeing the results, Pipeliner CRM is for you!!
Pros
Ease of use, visual interface, & widespread sales personnel adoption, great response times for any issue.
Cons
Some small administration issues. Nothing major and most of what we have given feedback on is already on the product roadmap for the next release.
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Overall rating
- Value for Money
- Ease of Use
Pipelinersales CRM
Reviewed on 29/4/2016
We use Pipeliner for both customer management ad sales management and analytics. From a sales...
We use Pipeliner for both customer management ad sales management and analytics. From a sales professionals point of view, the software is very easy to use with color and multiple layouts so they can choose how they would like to see their data.
Pros
1. Simple and aesthetically appealing interface
2. Extensive analytics for sales professionals and all levels of management
3. Multiple pipelines allow for multiple sales processes in one database
4. Quick and knowledgeable support from pre-sales, set-up and tech support (if it is even needed)
5. Secure and stable - complies with EU safe harbor rules
Cons
Pipeliner gives you so many options to see your data, to analyze your data that you need to think strategically and do the customer set-up. Otherwise, one can loose track of time in the amount of data you can analyze.
- Industry: Marketing & Advertising
- Company size: 51–200 Employees
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Haven't found any cons yet!
Reviewed on 24/9/2014
Pipeliner has helped and guided our sales process immensely. We've narrowed down bottle necks and...
Pipeliner has helped and guided our sales process immensely. We've narrowed down bottle necks and really improved our sales process. We now know when potential new clients are dropping off so we can better focus on steps more important to the client's integration experience.
Pros
Layout of the pipeline, velocity to know how long potential clients are in each step, email integration
Cons
Haven't found any cons yet!
- Industry: Computer Hardware
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Easy to use and good customer support!
Reviewed on 4/5/2015
I use Pipeliner to manage my sales and partner channel pipeline. I have used many other CRM's in...
I use Pipeliner to manage my sales and partner channel pipeline. I have used many other CRM's in the past and I feel Pipeliner is just as easy to use or even easier and has all the functionality of the larger players.
Pros
I have been very impressed with the Pipeliner customer support. They have been very responsive when I have questions and have good follow up. They truly seem to care.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
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Pipeliner CRM
Reviewed on 16/4/2016
I'm using pipeliner to follow up on leads and opportunities with existing and new customers.
We...
I'm using pipeliner to follow up on leads and opportunities with existing and new customers.
We have used many crm apps in the past but none is so easy to use as pipeliner.
We use multiple sales funnels because some pipelines can be complex.
We even set-up an after-sales funnel. Reporting is so easy to use.
Pros
super easy to use
can handle complex and multiple sales funnels
integrates with our web site and common apps like outlook
Cons
on our macs it does not integrate with outlook
the mobile app is rather limited
- Company size: 51–200 Employees
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A very Visual and Visionary Sales CRM
Reviewed on 3/4/2015
I use it for my business and recommend it to my clients. Very forward looking; changing the playing...
I use it for my business and recommend it to my clients. Very forward looking; changing the playing field for Sales CRMs
Pros
Sales person friendly
Intuitive
Cons
Have not encountered any yet
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Overall rating
- Ease of Use
- Likelihood to recommend 9.0 /10
Transform your sales pipeline with Pipeliner CRM
Reviewed on 8/2/2023
Pros
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!
Cons
I have not encountered any drawbacks for this tool yet.
- Used Daily for 2+ years
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- Value for Money
- Ease of Use
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Recommended. Not the most intuitive to use, but powerful and customisable.
Reviewed on 30/8/2017
Pros
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.
Cons
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.
- Industry: Industrial Automation
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Flexible and easy to use
Reviewed on 25/5/2022
Overall it has been an excellent experience. The Support team is incredibly helpful and the...
Overall it has been an excellent experience. The Support team is incredibly helpful and the software is easy to learn
Pros
the flexibility is the best feature of Pipeliner CRM. It is easy to modify and adjust as business needs change
Cons
Products and Categories flexibility is still being improved. Some improved report and graphical data representations would be nice
- Industry: Defense & Space
- Company size: 201–500 Employees
- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
PL is great
Reviewed on 20/8/2020
Pros
Easy to set up and use. Quoting feature is great.
Cons
Nothing. There is nothing to dislike. It's good.
- Industry: Mechanical or Industrial Engineering
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Most User Friendly CRM
Reviewed on 17/10/2019
Pipeliner CRM system helps with easy collection and efficient qualification of leads into...
Pipeliner CRM system helps with easy collection and efficient qualification of leads into opportunities.It also helps with ensuring collaboration through its buying center feature which shows everyone with influence in the buying decision. The war room feature helps focus the team on the activities required to close the most important deals efficiently.
Pros
Pipeliner CRM system is visual in nature which makes it easy to navigate from one section or component to another such as from leads to opportunities, or even within the same component .I also like the inclusion of leading indicators which make it possible to simulate future team performance if the team continues on the same track.
Cons
Pipeliner CRM system is generally a good software but they could improve on making it easier to add notes when creating leads for additional things to consider along the sales processes to ensure the sale is concluded in a timely manner.
- Industry: Construction
- Company size: 11–50 Employees
- Used Weekly for 2+ years
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Overall rating
- Ease of Use
- Likelihood to recommend 7.0 /10
Pipeliner tech support quickly responds to open tickets
Reviewed on 9/3/2022
Pros
When we opens tickets, Pipeliner tech support immediately responds. We are in Pipeliner all day tracking sales, adding opportunities, managing contacts and accounts. I provide technical support for our customers and appreciate the excellent support that Pipeliner provides for it's customers.
Cons
When problems arise, especially in web-based software, is can shut us down. Occasionally Pipeliner will freeze or respond extremely slowly. When we contact technical support, they usually reply that they are working on their servers.
- Industry: Electrical/Electronic Manufacturing
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great tool for manufacturer's CRM
Reviewed on 17/5/2021
Excellent tool for our small sales team. Online program stays always updated.
Excellent tool for our small sales team. Online program stays always updated.
Pros
Multi-platform availability. Ease of use for new non-computers oriented users. Mulitple ways to enter key information.
Cons
Need to re-login regularly. Seems to time-out on the web page even when still using it.
- Used Daily for 6-12 months
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best CRM Onboarding experience
Reviewed on 11/4/2018
increased dealflow and accelerated deal velocity
increased dealflow and accelerated deal velocity
Pros
they gave me exceptional customer support as part of my free trial, very helpful explained how it works and how it would help me manage my sales workflow
Cons
it wasn't clear to me what the advantage was in leveraging their tool vs any other. while it works great there isn't anything unique aside from the service
- Industry: Industrial Automation
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Easy to use, lightweight, great support
Reviewed on 27/5/2022
Pros
Managing opportunities and leads, tracking them through the sales cycle
Cons
Reporting limitations, visualizing forecasts and quotas.
- Industry: Textiles
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
The Best CRM on the market
Reviewed on 10/7/2020
Pros
The visual features of Pipeliner make it so easy to use. Color codes, flags and steps make managing the pipeline easy.
Cons
Setting up the initial space for our team was a learning process. but once that was done the rest has been a breeze.
- Industry: Management Consulting
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
If you will like the process of selling then you'll love pipeliner.
Reviewed on 18/4/2016
Pros
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…
Cons
This product is constantly being improved. This may make some people uncomfortable as a new features aren't being added every couple of weeks.
- Industry: Transportation/Trucking/Railroad
- Company size: 501–1,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
My Experience with PIPLINER
Reviewed on 10/3/2022
I would give it an 80 out of 100
I would give it an 80 out of 100
Pros
Good futures not really designed for Transportation Industry specially for forecasting
Cons
Not very friendly user
- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Intuitive for Admins
Reviewed on 26/3/2020
We use Pipeliner to streamline our sales process within accounts, contacts, and opportunities.
We use Pipeliner to streamline our sales process within accounts, contacts, and opportunities.
Pros
Pipeliner has made the system intuitive for admins and easy for users, this helps with adoption.
Cons
Pipeliner doesn't have the same level of customization ability as other CRM's out of the box.
- Industry: Internet
- Company size: 2–10 Employees
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- Value for Money
- Ease of Use
- Customer Support
I RECOMMEND PIPELINER
Reviewed on 26/5/2016
The relationship between contacts, accounts, related accounts is fantastic and with Pipeliner I can...
The relationship between contacts, accounts, related accounts is fantastic and with Pipeliner I can see everything in one place.
It is not overwhelming and complex from the start as many other tools are and it is simple to track your sales opportunities, make reports and forecasts.
it is really user-friendly and the drag and drop function is really useful.
Feeds module help the company to improve team collaboration and social media sync help your sale agents to know better consumer.
Pros
really helpful to track your opportunities and close more deals
Cons
maybe the price was a little bit hight but now they're doing better
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
CRM Designed for Salespeople
Reviewed on 14/10/2016
I was evaluating CRM products for a client who needed a full featured that could be easily accessed...
I was evaluating CRM products for a client who needed a full featured that could be easily accessed by all constituencies within their organization. This entailed a search for a product with a sales-centric interface and workflow; one that would be the least time consuming for anyone to input new data or to search for information one an existing prospect or customer. Once I started the 30 day trial of Pipeliner, I was pleasantly surprised at how easy it was to use and how good they were on timely customer support.
My client is a small organization, fewer than 100 employees;so I wasn't looking at this product to be used by 1,000's of people. It more than met my expectations and my client's requirements. It is easily and fully customizable to fit the needs and process of each customer. The final analysis is that this is a tool that enables the customer to create the CRM experience and processes that best fits their unique business needs.
Pros
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.
Cons
1) My client prefers month-by-month billing, not annual plans
2) Lack of integration with HubSpot
