Opiniones de Pipeliner CRM

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

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!

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.

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.

It is the CRM our company uses. Helps us manage leads, opportunities and pipeline.

Requires additional support just to allow system to provide valid data for number of leads inputted and date inputted.

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.

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.

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.

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.

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

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

Very easy tu use and configure. Fantastic ressources. No other CRM is so visual. Powerfull.

Phone call intengration, but it looks like they are working on it.

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.

Myriad of options, pull downs and filters take some time to master.

Ease of use, visual interface, & widespread sales personnel adoption, great response times for any issue.

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.

really helpful to track your opportunities and close more deals

maybe the price was a little bit hight but now they're doing better

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.

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.

Easy to set up and use. Quoting feature is great.

Nothing. There is nothing to dislike. It's good.

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.

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.

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.

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.

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.

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.

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

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

Pipeliner has made the system intuitive for admins and easy for users, this helps with adoption.

Pipeliner doesn't have the same level of customization ability as other CRM's out of the box.

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

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

The ability to see the progression of leads that have been created

It is frustrating at times not being able to hoover the mouse pointer over the “name” field to see the complete file name.

Nice way for us to show our factories the progress we have made with selling their products

Not having the ability to use subfolders for uploading documents.

The ability to customize everything for my needs.

There is a learning curve and I could use more handholding/tutorials in the begining.

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.

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.

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.

Not many things to complain about. I wish there was a way to import contacts rather than manually entering them.

Data entry can be automated, Allows for easier collaboration and potential to add revenue

Burdensome data entry, can be costly and Focused on the wrong person

Integrates with Outlook
Easy to customize and great reporting
Cloud-based and easy to install
Fairly low cost

Subscription service only
Does not integrate well with ERP software
Technical support is not very helpful