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Opiniones de 212
- Sector: Formación profesional y coaching
- Tamaño de la empresa: 2-10 empleados
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
The best visual process CRM on the market!!!
Revisado el 29/4/2016
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.
Puntos a favor
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
Puntos en contra
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!
- Sector: Educación primaria/secundaria
- Tamaño de la empresa: Trabajador autónomo
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Excellent tool also for small business!
Revisado el 1/9/2017
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.
Puntos a favor
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.
Puntos en contra
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.
- Sector: Fabricación de productos eléctricos/electrónicos
- Tamaño de la empresa: 201-500 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 6.0 /10
Pipeliner
Revisado el 24/5/2022
Puntos a favor
It is the CRM our company uses. Helps us manage leads, opportunities and pipeline.
Puntos en contra
Requires additional support just to allow system to provide valid data for number of leads inputted and date inputted.
- Sector: Construcción
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 9.0 /10
Fast ROI, excellent UI, and low TCO. We picked the right CRM!
Revisado el 8/3/2022
Puntos a favor
Pipeliner has made complexity "simple". The total cost of ownership (TCO) is low because the admin portal is easily managed and customized by our team without expensive interaction with the provider. The User Interface is intuitive and visual. The drag and drop feature is fantastic.
Puntos en contra
Some of the features lack depth. Search results are not alphabetical order which is inefficient and frustrating. Our industry is document heavy and there is no folder management. Also, the system will not allow documents larger than 30MB. We are in the construction industry and not able to upload architectural plans. Bulk updates are designed around Primary Contacts and we have to manually re-link opportunities when a contact that was not Primary leaves their job. Sometimes that requires manually re-linking up to 500 opportunities.
- Sector: Ingeniería industrial o mecánica
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de un año
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Most User Friendly CRM
Revisado el 17/10/2019
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.
Puntos a favor
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.
Puntos en contra
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.
- Software usado A diario durante 6-12 meses
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Best CRM Onboarding experience
Revisado el 11/4/2018
increased dealflow and accelerated deal velocity
Puntos a favor
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
Puntos en contra
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
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
PipeLiner CRM
Revisado el 17/4/2016
Fantastic solution to have a clear view at any moment of the sales situation of your team. No need to ask your team to "prepare report", you can have any report you need, at 1 click. Meeting are now focused on action, not on "reporting". In future companies without CRM will not exist.
It is a real tool which any company need. Even a 1 person company will improve productivity with PipeLiner.
Puntos a favor
Very easy tu use and configure. Fantastic ressources. No other CRM is so visual. Powerfull.
Puntos en contra
Phone call intengration, but it looks like they are working on it.
- Sector: Consultoría de gestión
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
Best Value Business Tool
Revisado el 11/11/2015
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.
Puntos a favor
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.
Puntos en contra
Myriad of options, pull downs and filters take some time to master.
- Sector: Consultoría de gestión
- Tamaño de la empresa: 11-50 empleados
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
Fantastic sales management software!!!
Revisado el 25/11/2015
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!!
Puntos a favor
Ease of use, visual interface, & widespread sales personnel adoption, great response times for any issue.
Puntos en contra
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.
- Sector: Internet
- Tamaño de la empresa: 2-10 empleados
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
I RECOMMEND PIPELINER
Revisado el 26/5/2016
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.
Puntos a favor
really helpful to track your opportunities and close more deals
Puntos en contra
maybe the price was a little bit hight but now they're doing better
- Sector: Software informático
- Tamaño de la empresa: 51-200 empleados
- Software usado A diario durante Más de un año
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Excellent CRM for pipeline and activity management, reporting
Revisado el 19/9/2018
Puntos a favor
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.
Puntos en contra
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.
- Sector: Defensa y espacio
- Tamaño de la empresa: 201-500 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
PL is great
Revisado el 20/8/2020
Puntos a favor
Easy to set up and use. Quoting feature is great.
Puntos en contra
Nothing. There is nothing to dislike. It's good.
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
Simple and easy to use
Revisado el 31/10/2012
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.
Puntos a favor
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.
Puntos en contra
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.
- Sector: Software informático
- Tamaño de la empresa: 201-500 empleados
- Software usado A diario durante Más de un año
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
It is extremely simple to utilize!
Revisado el 21/3/2022
Puntos a favor
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.
Puntos en contra
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.
- Sector: Automatización industrial
- Tamaño de la empresa: 201-500 empleados
- Software usado A diario durante Más de un año
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Great platform and has lots of features!
Revisado el 24/5/2022
Reliably keeping track of engagements and campaigns.
Puntos a favor
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.
Puntos en contra
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.
- Sector: Plásticos
- Tamaño de la empresa: 1.001-5.000 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 6.0 /10
Pipeliner - CRM system
Revisado el 25/4/2022
it serves as a customer base and new leads
Puntos a favor
the system is easy to use. All relevant data about customers can be entered. The info can be viewed / shared with colleagues
Puntos en contra
customers name has to be spelled correctly otherwise it is not found. The search option should be improved
- Sector: Consultoría de gestión
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Intuitive for Admins
Revisado el 26/3/2020
We use Pipeliner to streamline our sales process within accounts, contacts, and opportunities.
Puntos a favor
Pipeliner has made the system intuitive for admins and easy for users, this helps with adoption.
Puntos en contra
Pipeliner doesn't have the same level of customization ability as other CRM's out of the box.
- Sector: Construcción
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 8.0 /10
Easy CRM to use and for quick job searching
Revisado el 16/3/2022
Puntos a favor
Job search feature and the ability to upload emails to documents. Has allowed us to track our jobs better
Puntos en contra
Document file size is too small. Calendar invite feature is spotty it will sometimes drop people off and not send the email.
- Sector: Construcción
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 8.0 /10
A great tool for tracking lead creations
Revisado el 29/3/2022
Puntos a favor
The ability to see the progression of leads that have been created
Puntos en contra
It is frustrating at times not being able to hoover the mouse pointer over the “name” field to see the complete file name.
- Sector: Construcción
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 8.0 /10
Excellent CRM for managing contacts and sales pipelines
Revisado el 29/3/2022
Puntos a favor
Nice way for us to show our factories the progress we have made with selling their products
Puntos en contra
Not having the ability to use subfolders for uploading documents.
- Sector: Producción audiovisual
- Tamaño de la empresa: 2-10 empleados
- Software usado Semanalmente durante 1-5 meses
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 10.0 /10
Extremely powerful and easy to use BUT has a learning curve
Revisado el 13/1/2020
It makes my life easier and focused and gives me very important data.
Puntos a favor
The ability to customize everything for my needs.
Puntos en contra
There is a learning curve and I could use more handholding/tutorials in the begining.
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I get more for less.- Sector: Fabricación de productos eléctricos/electrónicos
- Tamaño de la empresa: 201-500 empleados
- Software usado A diario durante 6-12 meses
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Sales Friendly CRM
Revisado el 28/4/2017
Puntos a favor
Pipeliner is an extremely visual tool and is not difficult to input from a sales perspective, this results in a higher level of engagement. The desktop version works rather well with the mobile application making it easy to stay connected to the program during the day.
Puntos en contra
There are a few linkage issues between the desktop version and the mobile app that still need to be worked out. The mapping feature on the desktop version is limited and needs to be improved.
- Tamaño de la empresa: 2-10 empleados
- Software usado Semanalmente durante 6-12 meses
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Amazing tool for small businesses! See for yourself!
Revisado el 18/4/2018
Excellent software, pricing is fair to just a bit higher but you get what you pay for in this case. I would highly recommend this product for sales professionals looking to build a client success platform that is customized and not so robotic looking.
Puntos a favor
This is a very visual software which shows you exactly what you need to know. There aren't a ton of spreadsheets, but there are visuals such as pictures that show you how you get from stage to stage in your process. This is an extremely intuitive and understandable software. It easily integrates with MS Outlook and many other social networks. Customer support is awesome and able to help right away with the few minor issues I have had.
Puntos en contra
Not many things to complain about. I wish there was a way to import contacts rather than manually entering them.
- Sector: Tecnología y servicios de la información
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Prueba gratis
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
EXCEPTIONAL PIPELINER CRM
Revisado el 8/10/2019
Product design and modification, Product pricing, Promotion mix, Selection of channels of distribution, Maintaining dealer relationships.
Puntos a favor
Data entry can be automated, Allows for easier collaboration and potential to add revenue
Puntos en contra
Burdensome data entry, can be costly and Focused on the wrong person
- Sector: Construcción
- Tamaño de la empresa: 501-1.000 empleados
- Software usado A diario durante Más de un año
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Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 7.0 /10
Excellent for all types of companies
Revisado el 9/2/2018
Puntos a favor
Integrates with Outlook
Easy to customize and great reporting
Cloud-based and easy to install
Fairly low cost
Puntos en contra
Subscription service only
Does not integrate well with ERP software
Technical support is not very helpful