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Pipeliner CRM

Score8.7 out of 10

29 Reviews and Ratings

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Community insights

TrustRadius Insights for Pipeliner CRM are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

Pipeliner CRM has gained popularity among users for its ability to store data, track revenue generation, and provide a visually appealing and user-friendly interface. Users have praised the software for its effectiveness in customer support, management, and administration. It offers a more progressive feature set compared to other CRMs, making it a cost-effective alternative. The software's intuitive drag-and-drop functions enable efficient management of leads and sales processes, and its mobile app feature is particularly useful for field agents. Sales teams find it beneficial for streamlining processes, monitoring tasks, and facilitating deal closure.

One of the key use cases of Pipeliner CRM is its ability to manage sales processes, accounts, contacts, leads, and opportunities effectively. Users rely on the software for timely follow-up and scheduling of activities. It has proven to be effective in generating leads and identifying potential opportunities for sales growth. The software is widely used across organizations with different roles, with the sales team utilizing it to track and enter opportunities, and administrators using it for training purposes, data importation, and report generation. Users also value the integration capabilities of Pipeliner CRM with internal apps and tools like MS Outlook, as well as its ability to capture leads from platforms like Facebook and LinkedIn.

In summary, Pipeliner CRM has gained recognition for its ability to store data, track revenue generation, and provide a visually appealing and user-friendly interface. Its drag-and-drop functions simplify lead and sales process management, and its mobile app is particularly useful for field agents. Users appreciate the quality of the software and its effectiveness in customer support, management, and administration. Overall, Pipeliner CRM helps organizations focus on customer needs, streamline processes, and increase revenue generation.

Reviews

20 Reviews

Fast-to-learn, highly intuitive interface with uniform navigation

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

This is one of the best software for people who are in the sales industry. It integrates with your many internal apps & has one of the best in class features with your day-to-day use tools. It can easily be integrated with MS Outlook & also it captures leads from Facebook, LinkedIn, etc.

Pros

  • Capture leads from multiple platforms.
  • CRM Analytics & Customer support.
  • Email integration.
  • Lead generation.

Cons

  • No major issue as such, however the user interface can be further eased.
  • Also its a bit slow when it integrates with other software.

Likelihood to Recommend

This has helped me a lot when I had integrated this with one of my old PST data from outlook & it had actually captured data of the last 10 years & helped me in filtering out important leads & I was able to convert one transaction.
VU
Verified User
Employee in Sales (501-1000 employees)
Vetted Review
Pipeliner CRM
3 years of experience

PipelinerCRM, Visualize your Sales Process

Rating: 10 out of 10

Use Cases and Deployment Scope

PipelinerCRM is a Sales software that we use both for lead management and sales management. It allows us to have a better understanding of our activities and forecast. It is very easy to use, very intuitive, and highlights our Sales Process definitely. It is embedded with drag and drop functions.

Pros

  • Mapping out your Sales processes
  • Having many Sales pipelines
  • Very visual and intuitive interface
  • Customization of ways your data should be viewed

Cons

  • Difficulty to delete unwanted opportunities
  • Downtime due to software update
  • API Issues

Likelihood to Recommend

PipelinerCRM is Sales software designed to deliver higher levels of engagements not only between the user and software but also between users and customers. In the same vein, it is designed for Salespeople like Salesteam, Sales Executives. it aims to enhance better leads management, highlighting sales processes, Improving high quality and accurate sales reporting.
JF
Jean François SACK
Sales Consultant in Marketing at LUNACORP (1-10 employees)
Vetted Review
Pipeliner CRM
1 year of experience
View profile

Pipeliner is a great CRM

Rating: 10 out of 10

Use Cases and Deployment Scope

Pipeliner CRM has helped me to streamline my sales process, centralize my data, and better manage my accounts. Pipeliner is visually appealing, easy to customize, and has helped me to find the weak points in my organization to increase gross sales. This has helped me grow my organization in a more structured way.

Pros

  • Visually appealing
  • Easy to customize
  • Mobile friendly

Likelihood to Recommend

Pipeliner helped me to centralize my data. If I am in the office or on the road, I have access to my accounts and the documents associated with those accounts for immediate access. I can work from anywhere.
EP
Erick Parker
Owner in Corporate at Sales Broker. LLC (1-10 employees)
Vetted Review
Pipeliner CRM
1 year of experience

Pipeliner Sales Efficiency Vehicle

Rating: 10 out of 10

Use Cases and Deployment Scope

I am currently the only one using Pipeliner, as a test run for the entire sales operations.
Few others across the globe are trying other solutions.
It has tremendously helped with keeping track of leads and allowing for timely follow-up and schedule of all activities sales cycle involved.
Great GUI and Easy to adapt to.

Pros

  • ease of use
  • intuitive interface
  • visiually appealing and easy to navigate

Cons

  • Automation could be made easier to setup
  • account setup could be consolidated
  • all so far

Likelihood to Recommend

I personally believe it is well suited for any serious sales personnel.
It is well laid out and doesn't feel/seem like any other CRM.
Drag and Drop Functionality, Visually seeing where within the sales process a lead is very useful.
Doesn't seem daunting or with a steep learning curve.
EG
Elliot Gaborone
Sales Manager in Sales at SPM Publishers International (11-50 employees)
Vetted Review
View profile

The best CRM!

Rating: 10 out of 10

Use Cases and Deployment Scope

It is used to manage and organize all the sales activities from prospecting, it is used by the sales department! It is good and make things easy, saves time and manages all the data in a good manner and faster!

Pros

  • Good user interface.
  • Flexible.
  • Easy to use.

Cons

  • Video conferencing.
  • Product presentation.
  • More features.

Likelihood to Recommend

It is good that it allows and enables user to prepare reports in a good way it is easy to use and it has got flexible and amazing features that make it a great one. But the feature of email marketing is one that has to be improved and all.
RM
Ramadhani Msika
Lead Generator in Sales at Absa Group (201-500 employees)
Vetted Review
Pipeliner CRM
1 year of experience
View profile

Best CRM product ever

Rating: 10 out of 10

Use Cases and Deployment Scope

Pipeliner CRM is used for sales department only in our Organization, it it helps a lot to our department and the organization as a whole how to manage sales and increase of revenues.

Pros

  • It is a user friendly ,easy to use, sales friendly interface.
  • Easy to customize depends on the user.
  • One of the best features is that it can be integrated with everything.
  • It has mobile app with built in AI.

Cons

  • Built-in email marketing feature.
  • Should include video conferencing calls.
  • Easy access to customer support.

Likelihood to Recommend

The scenario whereby Pipeliner CRM is well suited is its sales process, it is well defined and helps to increase revenue and easy management of customers and sales activities. Also, sales managers can well manage sales representatives. It is less appropriate when one wants the feature of email marketing unless they can integrate it with third-party software.
GM
GEORGE MWENISONGOLE
Direct Sales Agent in Sales at Millicom (Tigo) (501-1000 employees)
Vetted Review
Pipeliner CRM
1 year of experience
View profile

Intuitive for Admins

Rating: 7 out of 10

Use Cases and Deployment Scope

We use Pipeliner as our housing for our sales process, accounts, contacts, leads, and opportunities.

Pros

  • Pipeliner has made the system intuitive for admins.
  • Pipeliner has made the easy for users, this helps with adoption.
  • Pipeliner has great automation tools.

Cons

  • Pipeliner has come a long way to make it comparable with other CRM's, there are still a few limitations but they get smaller with every release.

Likelihood to Recommend

Pipeliner is easy to set up and easy to train on. With the new automation tools it's a great tool.
VH
Veronica Hugh
Sr. Director of Sales Operations in Sales at Mansfield Sales Partners (11-50 employees)
Vetted Review
Pipeliner CRM
2 years of experience
View profile

The future of CRM-PIPELINER

Rating: 10 out of 10

Use Cases and Deployment Scope

Pipeliner CRM is a very excellent software that is really helping organizations to work more flexibly, easier and at the same time saves the cost of doing business. All this is achieved because Pipeliner CRM has made it easy for Data Storage, Anyone can be an administrator, and most importantly the easy and nice interface which makes everything look simple.

Pros

  • Secure data archiving
  • Easier task management
  • No certified admins needed

Cons

  • Voice prompts for task reminders
  • Improved marketing capabilities

Likelihood to Recommend

Pipeliner CRM is very flexible, easy to work with, data capturing is at [its] best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training. This really helps in the [execution] of the task in our organization.
EA
Emmanuel Alex Prah
Field Sales Manager in Sales at Zegha Electric (11-50 employees)
Vetted Review
Pipeliner CRM
3 years of experience
View profile

PIPELINER CRM IS THE BEST SALES SOFTWARE

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

PIPELINER CRM is very useful in my organization since it provides me with tools such as messaging with different departments such as accounting and marketing as well as it define organizational structure from top management to line manager and the activities which are done can be identified and communicated for this matter therefore PIPELINER CRM increases efficiency in turn generates profit for my organization

Pros

  • INCREASE COLLABORATION
  • HANDLE TASK EFFECTIVELY
  • GAIN MOBILITY AND FLEXIBILITY
  • PERFORM TASKS WITH A USER-FRIENDLY INTERFACE
  • VIEW ACCOUNT DATA MULTIPLE WAYS

Cons

  • ITS NOT WELL KNOWN

Likelihood to Recommend

PIPELINER CRM is not industry specific it suites all industries
VU
Verified User
Employee (1-10 employees)
Vetted Review
Pipeliner CRM
1 year of experience

The CRM you need in your office

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

Pipeliner CRM is been used by my organization to increase sales, and it has been used the mostly by sales department to increase and manage sales and opportunities. It has added the great value in terms of generating leads and be able to see which opportunity is likely to have potential.

Pros

  • Creating leads
  • Setting up meetings
  • qualifying leads

Cons

  • Invoices
  • web entregration
  • data capturing

Likelihood to Recommend

Pipeliner CRM is well suited in creating leads and opportunities the leads has. The process gives an insight of how you qualify a lead from from stage of entering to purchase. It also show you the time frame when the lead was created and how long the opportunity has been there.
MN
Mfundo Ntsodo
Sales Consultant in Sales at Structured Risk Solutions (11-50 employees)
Vetted Review
View profile