Pipeliner CRM

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

Nothing whatsoever. I have no complaints at all.

Good CRM and Opportunity Solution

Commentaires : From an IT perspective the product is built well, responsive, and feature rich.

Avantages :

Very well designed. All web based and can be easily customized.

Inconvénients :

Automatizer should be included in base product. SSO/Active Directory isnt really integrated well into the permissions and access control.

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

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

Avantages :

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

Inconvénients :

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

A better CRM

Commentaires : I use Pipeliner CRM to build up my administration counseling and business training practice. Pipeliner CRM offers an exceptionally apparent and responsive method for following income age in your association. It contrasts from other CRMs altogether: the Pipeliner CRM client becomes astute rather than working basically as an information passage tech. The rich and exceptionally responsive interface of Pipeliner CRM furnishes the client with quick criticism on pipeline elements. Pipeliner CRM maneuvers every one of the information into one spot and makes it quickly open to the client and their groups. It outwardly supports what you are doing accurately in moving a lead through your business pipeline.

Avantages :

Pipeliner CRM gives information seeing choices. It has revealing choices whether graphical, mathematical and diagram like. The Mobile App has discourse to-text and text-to-discourse AI usefulness for voice note update as opposed to composing. It assists us with catching leads from anyplace. It has its own versatile application, and a business card scanner is simply marvelous. Reasonable.

Inconvénients :

Our coordination from Salesforce.com was somewhat difficult and we encountered some lethargic velocities, yet a lot of that was because of the huge number of records we were acquiring. Furthermore, we didn't employ Pipeliner backing to help us. We did it all alone. Those issues have all been settled.

Significant Boost To Quick Conversation of Leads to Customers

Commentaires : Pipeliner CRM is solving the problem of getting stuck should in future a Sales Representative leaves the company without proper handover notes because it keeps full data of all sales processes which is available from a 360 degree view standpoint.
Time is money and Pipeliner CRM has proved to be a great time saver because it has drastically reduced my time spent from lead generation to customer acquisition, especially that it has a feature by which I am able to harvest leads from LinkedIn (contact details included) with a click of a button.

Avantages :

With all Sales Reps' activity history available to me at the click of a button any time, and with Pipeliner CRM also available in mobile app form, it has given me impetus to manage my sales teams and my customers remotely, yet effectively from any part of the world, thus coming in handy with the prevailing lock-downs as a result of COVID-19. Further, I like the fact that it provides for higher lead velocity, leading to a a quicker realization of sales objectives.

Inconvénients :

It cannot easily be operated offline from both the desk top and mobile app version. This makes some of your work inaccessible should you find yourself in place with poor or no internet connectivity.

Managing the Sales Pipeline visually

Commentaires : We have used the software internally and we also now recommend to others, as a cloud based system, this is now our preferred option for sales and marketing teams. Having recently taken on new staff, who had not been exposed to CRM before it was refreshing to see how quick that can pick up running with the system and for us more important was that instant awareness and reminder of their purpose, i.e. how they need to attain their target.

Avantages :

Very easy to use and many clients are up and running themselves with little input from ourselves, but also Pipeliner CRM Support team have been very good and patient in resolving questions, often pointing us to the easy to understand video tutorials to complement what they have said. The chat function is a great and quick way to engage with support direct. Having seen the new 'Insights' functionality on a recent webinar, this is the next item we want to explore and start to use to give a deeper understanding of how different sales people are performing, not just on sales.

Inconvénients :

Having spent now nearly 20 years working with CRM systems, my view is there is no such thing as a perfect system and that clients will always want more functionality and this applies across all systems. The functionality is usually there, but may need to be pulled out. For Pipeliner CRM, the only real difficult I have had to learn is the data import functionality does need to be thought about and understood. Having said that, this is usually sorted in the initial set-up by accredited external consultants or trained system administrators....so maybe it is me and I just need to spend a bit more time on this...

Finally a CRM that delivers results

Commentaires : Over my 20+ year career in sales I've experienced a wide selection of CRM's. Some have been better to use than others but I can't say that any one of them has been a huge help to me either as a sales professional on the front line or as a sales leader looking for insights. Typically they've been overly complex and cumbersome. Something you tolerate rather than enjoy or get any value from. That's all changed with Pipeliner CRM. I love it. These guys truly understand what sales is all about and they've built something that helps rather than hinders. Finally a CRM that delivers results.

Avantages :

Although its not a specific feature a major 'Wow' factor is the visualisation philosophy behind the whole platform. You can see everything you need to see on one screen. Everything just looks fantastic. The main pipeline view shows you exactly where all of your opportunities are instantly and I love that you can drag and drop opportunities from one stage to the next. You can also see where you are in relation to your quota on the same screen and take the action you need to progress. I particularly love the 'Buying Center'. You have to see it to believe it but relationship mapping is a major challenge for most who have longer term, complex pursuits with multiple stakeholders. The Buying Center makes it easy to keep track of and manage everyone involved in an opportunity, even if they don't work for that company. There are so many awesome features but that one alone saves so much time and effort and delivers tremendous value.

Inconvénients :

That it's taken so long for CRM to get this good!

Pipeliner works because it is easily customisable and simple to use for people at all levels of an organisation

Commentaires : In the work we do, CRM fulfils a massive role in automating processes, which in turn delivers the sales strategy for business. Pipeliner fits this role perfectly, because it is so easy to customise. It can quickly and easily be set up to mirror and automate your sales processes. No admin, no team of propeller heads. Just simple, smart design to deliver outstanding capabilities. This makes it the perfect tool for any business. We recommend Pipeliner to all our clients.

Avantages :

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

Inconvénients :

Lots of software updates means sales downtime

Most intuitive CRM in the market

Commentaires : We purchased and implemented Pipeliner CRM back in July and I was surprised to see our entire sales team dive deep into the platform without even taking a training session. The platform is so intuitive and visual, that I had a Spanish-speaking team member creating leads, adding accounts, contacts and opportunities as soon as she gained access to our space. We now have a better understanding of all the potential business that’s out there and what part of the sales cycle each open opportunity is in. As the product champion and admin, I haven’t run into any adoption issues either.

Avantages :

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.

Inconvénients :

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.

Got the CRM Model Right

Commentaires : We tried quite a few CRM apps before selecting Pipeliner including Salesforce. The bottom-line is that Pipeliner is the best combination of functionality, usability and value available in the market. We were looking for an app that could handle three key major feature categories account/relationship modeling, visual pipeline display and marketing application integration. It seems like a simple set of requirements, but we found it amazingly hard to get all of these things working well in most packages. When you add cost into the picture the competition narrowed very quickly.

Avantages :

Flexibility in modeling the account and contact relationships. Ability to setup bi-directional interfaces with marketing automation apps. Ability to visually display and manage sales process through the pipeline view.

Inconvénients :

3rd party add-on required for bi-directional integrations, but with that said the add-on offers significantly more functionality while still having a lower cost than the next best alternative.

A great CRM for Medium to Large Scale Businesses

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

Avantages :

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.

Inconvénients :

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

Excellent tool also for small business!

Commentaires : My business is B2B. What I’m selling is voice training, workshops, and speaking engagements. Until recently, my business was developed through public relations, publishing in special interest magazines, and through people finding me through the website and social media.
About 2 years ago, I began to see a dramatic change. I needed more than a database and a bit of marketing automation -- I needed a sales process to help me drive interest and drive business. Competition was rising and it was obvious that I needed a more structured way to keep my contacts, accounts, and business relationships organized and vibrant. For both existing and new business relationships, I needed a way to nurture those relationships.
It became clear that all my business was not going to come to me any longer. I needed help selling to my key persons -- that’s when I looked for the right CRM tool. In the end, I found Pipeliner through searching on Google. I had asked colleagues and friends for recommendations, but the software they or their companies used was too unwieldy, complex, and expensive. c
Today I can say, Pipeliner helps me to stay in touch with the most promising customers and to make more business with less effort.

Avantages :

The visual approach. I noticed right away that Pipeliner workes 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.

Inconvénients :

There are only few things I dislike. One is, I miss the possibility to import vcf-cards when I am creating a new lead. Also would be good for me - as located in Europe - the integration of the Xing-Network.

Nice tool, but not fully used the capacity in our orgnaization

Commentaires : Easy but not fully usefull

Avantages :

It is an easy access and easy to handle. Support is good, but the integration with internal other software is not deplyoed with us

Inconvénients :

I finf the multiple typing of account names in leads, opportunaties and accounts is too often.

Great platform and has lots of features!

Commentaires : Reliably keeping track of engagements and campaigns.

Avantages :

Has many features that help group clients and contacts together to keep track of engagements and campaigns. Many additional modules to connect to external applications to make life easy.

Inconvénients :

Certain filtering functions do not allow enough advanced customization to select the information you would like to see, worked with Pipeliner support and these features may be added in future releases.

Excellent CRM for pipeline and activity management, reporting

Avantages :

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.

Inconvénients :

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.

Powerful CRM Tool

Commentaires : Provides company-wide visibility into Account information and history in order to provide our Accounts a better experience.
Establish clear Ownership, Action items, and Next Steps to Accounts, Contacts, and Opportunities.
Provide a clear method to triage new Website and other external leads and integrate them into the Sales Workflow.

Avantages :

Very intuitive interface for account, contact, and opportunity tracking. Powerful API for interfacing with our ERP system. Responsive to feature and issue requests.

Inconvénients :

Billing can be unclear as to which features are included for which user levels. Have hit barriers with the reporting tool.

Easy CRM to use and for quick job searching

Avantages :

Job search feature and the ability to upload emails to documents. Has allowed us to track our jobs better

Inconvénients :

Document file size is too small. Calendar invite feature is spotty it will sometimes drop people off and not send the email.

Pipeliner CRM Review

Avantages :

Pipeliner CRM has a very intuitive user interface.

Inconvénients :

The reporting is not intuitive as I would like.

It is extremely simple to utilize!

Avantages :

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.

Inconvénients :

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.

Pipeliner - CRM system

Commentaires : it serves as a customer base and new leads

Avantages :

the system is easy to use. All relevant data about customers can be entered. The info can be viewed / shared with colleagues

Inconvénients :

customers name has to be spelled correctly otherwise it is not found. The search option should be improved

Pipeliner is an excellent tool for account management

Avantages :

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

Inconvénients :

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

Simple and easy to use

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Pros and Cons

Avantages :

Collection of a lot of information per customer at first glance

Inconvénients :

Results of the search function are sometimes confusing

Best CRM I used

Commentaires : The things which I like about Pipeliner are the following: 1. It's NOT ONLY cloud based, but it has a local offline PC/Mac software, which syncs to the cloud. This way ot's fast and gives access to your data anytime, anywhere. With other cloud based systems I have been waiting for the changes to refresh, and offline I did NOT have access to my data. 2. The relationshop between contacts, accounts, related accounts is just brilliant. With Pipeliner I can see everything in one place. Other CRM systems were also like this IN THEORY (every CRM company pithces this), but in fact, if I made a note to Contact A, then a note to Contact B, then a note the Account A where these contacts belonged or to Opportunity 1, I could NOT see all this data together. With Pipeliner, it does not matter what part of the account I am viewing, the contact, the account or the opportunity, ALL data is visible EVERYWHERE. This is one of the most important tests of a CRM system. 3. Visual aspect: you also get a visual, drag & drop pipeline where al deals show up and you have again access to all related data. 4. Data synking: synchs seamlessly with Google Calendar, contacts and Gmail, on demand, instantly or whenever you want it. Other cloud based CRM solutions were totally out of the user's hands running once every 15 mins or so; here with Pipleliner you have total control on the synking. 5. Account history feed: all emails and other related bits of data for an acocunt (or even related acocunts) will be shown on a Feed, similar to a Facebook timeline, which I tihnk it's a smart solution, every piece of data is there at your fingertips.

Instant Visualization Simplified

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.