Pipeliner CRM Reviews

“Best CRM ever!

Pros

I had no trouble setting up this app at all and it was super easy to get started! The design is clean and interactive and the whole user experience just feels really smooth.

Cons

For the price, I was hoping for a few more features and functions. It's good but adding more would definitely make it even better.

“Helps significantly improve sales!

Pros

I have had a great experience with Pipeliner. It has really helped us in sales forecasting. This makes it easy for us to come up with a centralized system for storing contacts and managing our sales. Best part is that it also comes with a tracking feature.

Cons

I think the integration can get better. Everytime I wanna integrate it with some other system, I have to deal with a lot of things and there are also a number of limitations which makes the process difficult.

“An amazing CRM

Pros

Pipeliner has a lot of features which are great. In our experience, the organization of data management proved to be really helpful. The automation features are also impressive because they save us a lot of hassle.

Cons

I would appreciate if there were some instructions on how to create custom reports for specific requirements. I find this should be looked into.

“Easy to manage prospect flow with it

Pros

The UI of the software is really smooth and efficient, the automations are great for organization and AI just helps improve the overall process. Pipeliner also makes it easy for us to track potential clients which is a really important and helpful feature.

Cons

Nothing that I can think of. Pipeliner has helped make my team more efficient.

“Love this software

Pros

From my perspective, Pipeliner CRM really works due to its smart data visualization features, offering flexible views that adapt to different needs. Its extensive customization options allow me to customize workflows, dashboards, and reports to fit specific business requirements. And its specialized support for niche industries makes it a powerful tool for organizations operating in diverse sectors, providing the features needed to address specific challenges.

Cons

Honestly, thus far, we have no real complaints about Pipeliner CRM. Their support is top-notch, the software is simple yet rich with features, and the user interface is one of the most aesthetically pleasing ones that I've ever come across.

“It adapts really fast!

Pros

This system is very efficient. It makes our work really easy in many ways through its organizational and management tools. These features and resources it provides are very helpful and important.

Cons

Nothing at all. I really love pipeliner. Its a great CRM.

“Great integration and really affordable

Pros

I find Pipeliner a really easy-to-use CRM option. It integtares very well with all our systems which is great. But the best part is that we get all these features in a really affordable price!

Cons

There are so many features that it can take a while to discover them all.

“Love how easy it is to use

Pros

All critical data points from your performance are conveniently displayed so you can know precisely how you are performing and how far you are from your target! Customizable to your company's needs!

Cons

Honestly, we haven't found a single pain point yet. With Pipeliner's customization options, we have exactly what we need.

“Helpful and easy interface

Pros

The software has a really simple and clear interface. I find it really easy to use and customize. It is designed in a user-friendly way which is amazing.

Cons

There's nothing I don't like about it. The app has a simple and clear interface regardless of the variety of features the offers. It's user friendly and easy to use. This could be a smart thing that has been ever invented.

“A pretty solid product!

Pros

Pipeliner is very well-designed, the visuals of this software are really pleasing. A big plus point is that you can easily track sales leads through pipelines in kanban view. Honestly, its one of the best CRMs we have used so far.

Cons

Advanced features were lacking, such as marketing and workflow automation. Also, the price was fairly high for a basic CRM, we felt there were better choices for our money.

“A highly efficient tool!

Pros

I really like the ease with which i can use this software. It has some great options for reporting and tracking sales is such a big relief, it makes everything so easy.

Cons

The inability to update a colleagues accounts without prior permission, if they are on AL or have not shared the details, can sometimes be frustrating.

“Customizable and top-notch

Pros

It was easy to customize the interface to match our sales process, which has been great for our users as we needed a system that was efficient and quick to use.

Cons

I have been using it for an year and so far I have only good things and pleasant experiences to mention. I am definitely a satisfied customer.

“Love its interface

Pros

The interface of this software is really easy to use and simple. I find it really easy to navigate it and every time I contact customer support regarding a problem, they make sure to follow up and fix it in a very professional manner.

Cons

There isn't anything that I dislike about Pipeliner CRM, it's been working great for me and my colleagues. I don't have any issues with the product or the customer service.

“A brilliant software

Pros

I am a fan of their interface because its just so well-designed. Its very easy for me to manage clients and track all my sales leads which is really helpful for my business.

Cons

I do wish that there were more work done behind the scenes of the Pipeliner, to enable better tracking of high and low priority projects without requiring direct changes.

“Helps a lot with my business

Pros

I find Pipeliner CRM's ability to connect all accounts, contacts, and opportunities within a single platform to be a major advantage. It streamlines the process of managing relationships and tracking progress, giving me a comprehensive view of everything in one place.

Cons

Sometimes it takes too many steps to create an analysis which can be frustrating.

“User-friendly!

Pros

As a user, I really appreciate Pipeliner's flexibility, which allows me to make changes and adjustments without needing advanced technical skills. It makes the platform much more accessible and user-friendly for managing and customizing workflows.

Cons

I don't dislike anything but it would be nice if Pipeliner had a function to export an opportunity record into a PowerPoint presentation. Overall it's obvious Pipeliner listens to its user base.

“Gets the job done well

Pros

I find it easy and efficient to create tasks, attach documents, and collaborate with colleagues in Pipeliner CRM. These features help with communication and task management, making teamwork smoother and more organized.

Cons

It works just fine so nothing is really wrong with it.

“This is the best tool for your CRM

Pros

I think that Pipeliner CRM is an authentic service to help improve sales since it allows and has a wide range of functions with amazing characteristics, which are: Pipeline analysis where it allows you to see an instant reading and that makes it possible to interrupt to advise instead of selling, it also offers exclusive sales files for the archives since it saves all the data, study evaluation and its processes carried out at the time of sales. It has extremely well-developed support that responds instantly to any questions about the service and solves problems quickly and efficiently.

Cons

What we dislike a bit is the voice indication function which is responsible for indicating the tasks and scheduled dates on events and meetings among others, it has a problem which usually falls and the voice is not heard due to audio problems in the function. I hope they can solve this complication since it is a nuisance because time is wasted and it does not indicate the saved tasks on certain occasions.

“Really fond of its features

Pros

In my view, Pipeliner CRM is a great tool for gathering detailed information about customers and projects. It provides a comprehensive overview that's accessible to everyone in the company, making it easier to stay informed and aligned.

Cons

the search function only works when the customer's name is spelled absolutely correctly. The search function should give name suggestions.

“Probably the best option out there

Pros

I consider Pipeliner CRM to be the best tool for managing customer requirements, from the initial prospect entry to project execution. Its centralized data management system keeps everything organized and accessible, helping with the entire process.

Cons

There is nothing to dislike about this wonderful sales tool.

“A great, user-friendly software

Pros

I find Pipeliner CRM to be an outstanding tool for sales and vendor relationship management. It offers valuable insights into where products and customers are during the process which helps organizations stay on top of their progress and make informed decisions.

Cons

Pipeliner is beginning to charge for highlights except if you pick the costly Unlimited choice. Shockingly, Pipeliner expects that clients should look at pages of results to look at the thing in list items.

“Really love its simplicity

Pros

I really appreciate how simple it is to set up Pipeliner CRM. Its easy-to-navigate interface makes getting started and managing tasks easy without unnecessary complications and steps.

Cons

I dont really dislike anything, however, it would be great if Pipeliner had a capacity to send out an open door record into a PowerPoint show. That was the situation with contracts and email sequencing. As I deal with the autonomous clients from our existing framework, this caused many issues with our clients.

“Opportunities - Organized

Pros

Users enjoy having their sales organized with Pipeliner CRM for easy navigation.

Cons

I do wish that there were more "smarts" behind the scenes of the Pipeliner tool to enable better tracking of high and low priority projects without requiring direct changes.

“Pipeliner is the perfect choice for us.

Pros

Operation is child's play and easy to understand. All essential information can be easily edited and presented. Thanks to the intuitive filter function, we analyze large amounts of data quickly to draw the correct conclusions. Particularly important is the support from Liz Young. Without her help, we would not have been able to switch to operational mode so quickly.

Cons

Nothing

“Best CRM

Pros

Pipeliner CRM is praised for its straightforward understanding, user-friendly interface, and easy integration.

Cons

None, it does everything that I need in a sales CRM

“The Future Of CRM-PIPELINER

Pros

Pipeliner CRM is very flexible and easy to work with, data collection is at its finest, and its integration with other major software like Excel is very important for business. It aids in monitoring the core work process, and one characteristic feature is that it is very easy to learn without requiring extensive training.

Cons

I do wish that there were more "smarts" behind the scenes of the Pipeliner tool to enable better tracking of high and low priority projects without requiring direct changes.

“My sales right arm

Pros

Pipeliner CRM is commended for being a simple, intuitive sales tool that prevents things from falling between the cracks in a small company.

Cons

None

“Visual CRM experience

Pros

The ease of drag-and-drop and the visual appearance, along with Outlook integration, are mentioned as positive aspects.

Cons

A bit time consuming.

“Pipeliner CRM - 6 Year Veteran User

Pros

Users appreciate Pipeliner CRM for being simple, intuitive, and easy for anyone within a company to use.

Cons

None, it does everything that I need in a sales CRM

“Amazing, easy and powerful crm

Pros

The ease of use, powerful reporting, and account management features are highlighted as strong points of Pipeliner CRM.

Cons

None

“Great tool - Amazing support

Pros

Pipeliner CRM is commended for its simplicity in configuration options and easy-to-interact interface.

Cons

It was easy to customise so that the interface matched our sales process.

“Good but still missing some key components that are never addressed

Pros

Users find Pipeliner CRM easy to navigate with nice graphics.

Cons

None

“Advanced CRM with a great user experience and great support

Pros

Pipeliner is credited for providing visibility into the sales process and offering customization to suit business needs.

Cons

None, it does everything that I need in a sales CRM

“Pipeliner CRM VISUALIZED YOUR SALES PROCESS

Pros

Pipeliner CRM is a tool for sales visualization. It's easy to use, allowing marketing and commercial functions to be aligned. It enables sales managers to follow up on sales representatives and team sales efficiently.

Cons

It would be nice if it integrated with our SAP Business One

“Pipeliner CRM Review

Pros

The GUI, ease of adoption, and user-friendliness are mentioned as positive aspects of Pipeliner CRM.

Cons

Sometimes it takes too many steps to create anaysis.

“Its been a good experience learning a lot about how can change your sales with pipeline CRM

Pros

Users appreciate how easy it is to create leads and keep track of them in Pipeliner CRM.

Cons

Nothing.

“FRIENDLY INTERFACE AND EASY TO USE

Pros

The virtual interface's friendliness and interactivity with the drag-and-drop tool are highlighted.

Cons

Slow loading time for data was observed in the usage of the product.

“Very Good Tools For Sales Management

Pros

Report generation and dashboard management are mentioned as positive features of Pipeliner CRM.

Cons

So far no encounter problem yet, need further explore in dashboard management

“Pipeliner is a great tool

Pros

Pipeliner CRM's visual interface is considered easy to understand, and customization options are highlighted.

Cons

It would be nice if it integrated with our SAP Business One

“Great sales tool for a small sales team!

Pros

Users appreciate complete access to updates on the mobile app and the ease of use for non-computer-oriented salespeople.

Cons

Number of times that it required re-logging in. Seems to time-out, even if you are still using it.

“Pipeliner CRM is the best CRM software for sales operations

Pros

Pipeliner's war room concept is praised for providing guidelines and insights on closing deals efficiently.

Cons

Pipeliner CRM is limited to just one language, it is not available in local languages

“Most likely

Pros

Pipeliner CRM is commended for being user-friendly and accessible even in areas with limited internet connections.

Cons

It has eliminate the human element from the business factor. Although it speeds up processes but sometimes its important to do the work on one's own.

“Easy CRM to use

Pros

Users find Pipeliner CRM easy to use for creating leads, accounts, and contacts without complications.

Cons

I have not experienced any difficulty using pipeliner CRM so far.

“Pipeliner CRM is user friendly, easy to navigate and has excellent visualization

Pros

Pipeliner CRM's ability to address management, technology, and people pain points is acknowledged.

Cons

I am very satisfied with the product and have not had any reason to dislike it

“Entirely visual & straightforward!

Pros

Pipeliner CRM is described as a tool for a more organized sales and CRM process, aiding in organizing the sales process from prospecting to opportunity tracking.

Cons

Pipeliner CRM is well built and I have no dislikes.

“Best CRM for any Business Size

Pros

Pipeliner CRM's easy data access, improvement of sales representative productivity, and fair pricing are highlighted.

Cons

So far so good there is nothing that i would say its bad about it

“Pipeliner CRM Review from Abebu

Pros

What I like the best about Pipeliner CRM is that I can manage my Sales and Opportunities easily through both the mobile App and the cloud implementation. We can also directly send data from email to Pipeliner CRM without the need to go to the CRM application. A manager can easily see which lead has a high probability of closing from the application.

Cons

Pipeliner CRM has some delay when you open it up for the first time in a day

“Helpful and time saving sales tool

Pros

Pipeliner CRM's admin side is mentioned as extremely easy to navigate.

Cons

The billing doesn't follow our AP process

“pipliner CRM is very easy to use due to its visualization nature

Pros

Users find the ability to use Pipeliner CRM on both computer and phone devices convenient.

Cons

The trial version is a bit short, it took a very short time to analyze it and before knowing it well the trial period was ended

“Looking at the product it makes sales manager easier considering the in built AI

Pros

The unique integration with other software is considered beneficial for easier navigation.

Cons

It makes the sales person less involved in the sales process