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Pipeliner CRM

Pipelinersales Corporation

Reviews from AWS customer

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    Michael L.

The best CRM software I ever seen.

  • February 21, 2020
  • Review provided by G2

What do you like best about the product?
Pipeliner application made complexity simple and no technical admin is required which eliminates the need for dedicated, expensive full-time admins. It has Sales Friendly Interface and the customer loves it since everything is visualized. It has a mobile application with built-in AI. It has instant, dynamic visualized reporting which enable to generate a report from almost anywhere in the system and in whatever detail as required in multiple formats. Automates and Integrates with everything so, we can get the most out of all our investment.
What do you dislike about the product?
Nothing whatsoever. I have no complaints at all.
What problems is the product solving and how is that benefiting you?
There are multiple types of reports available from standard to pivot to advanced and graphical dashboards. This feature has really helped me in my work.
Recommendations to others considering the product:
I will recommend Pipeliner CRM software product to who ever is ready to improve there sales process.


    Accounting

Straight forward CRM system that satisfies basic needs.

  • February 21, 2020
  • Review provided by G2

What do you like best about the product?
There is plenty of walk-throughs to explain how the system works.
What do you dislike about the product?
The layout of the system seems a little outdated compared to other CRM's like HubSpot.
What problems is the product solving and how is that benefiting you?
Keeping sales leads organized from beginning of transactions leading up to closing the sale.


    Education Management

Pipeliner review for DePaul University Sales Class

  • February 21, 2020
  • Review provided by G2

What do you like best about the product?
Being new to using a CRM system I like how easy it was to understand Pipeliner. It was easier to use and easy to get familiar with.
What do you dislike about the product?
I do not like dislike anything. The only thing I found confusing was moving an account through the steps. That is due to the fact I have never worked with a CRM System before
What problems is the product solving and how is that benefiting you?
For class we had to conduct sales presentations and win over business. Pipeliner allowed us to due that because it contained detailed information about our buyer.
Recommendations to others considering the product:
N/A


    Marketing and Advertising

Easy and Intuitive CRM

  • February 21, 2020
  • Review provided by G2

What do you like best about the product?
Very easy to use and helps stay organized
What do you dislike about the product?
At times so info can be hard to find causing me to spend time looking for it.
What problems is the product solving and how is that benefiting you?
I am solving case problems with Pipeliner for my course and the benefits I am seeing is easy data tracking and organization.
Recommendations to others considering the product:
N/a


    Saad J.

Excellent CRM Software

  • February 21, 2020
  • Review provided by G2

What do you like best about the product?
It is interactive. The user interface is attractive.
What do you dislike about the product?
While I believe that there is always room for improvement, nothing struck out to me that needs to changed for now.
What problems is the product solving and how is that benefiting you?
I am selling printers to Businesses by taking on the opportunities that I have. The ability to forecast your progress really puts me ahead of the game.
Recommendations to others considering the product:
Use it and get in the game. It really lets you explore the opportunities that are out there. It's not a dull interface. I believe that practice makes things a lot better. Keep using it and keep on learning. This is a great software to handle opportunities. Pipeliner showcases money that could be earned.


    Samir R.

We used Pipeliner in our sales tech class. It was a great tool for us beginners..

  • February 21, 2020
  • Review provided by G2

What do you like best about the product?
I liked how it made it feel like we were holding real accounts
What do you dislike about the product?
Its is somewhat difficult to navigate. I didn't like how the opportunities tab and the others were at the bottom.
What problems is the product solving and how is that benefiting you?
Pipeliner held most of the details of my accounts. For instance, it had my buyers motivation to buy. That gave me an upper hand because I knew what I was walking into.
Recommendations to others considering the product:
Pipeliner is a great tool if you are looking to get your feet wet with CRM. If you are a beginner, I highly recommend.


    Bilal M.

Great Interface

  • February 20, 2020
  • Review provided by G2

What do you like best about the product?
I really liked the user experience and it seems to be very simple to navigate through the different features it has to offer.
What do you dislike about the product?
So far I do not have any concerns with the site since it is really an easy site to navigate and enter information into.
What problems is the product solving and how is that benefiting you?
We are trying to understand how to better sell to our clients based on the type of buyer they appear to be. We are learning how to sell and manage relationships on a CRM platform.
Recommendations to others considering the product:
Give it a shot and you will really get a better idea of how helpful this program really is.


    Justin K.

A Visual Representation of Sales

  • February 20, 2020
  • Review provided by G2

What do you like best about the product?
It's hard to visualize with one project, but when you have multiple projects on your timeline, you can quickly understand why this software is important. Having access to all the important information for that sale in one visual board can bring anyone up to speed on any given project.
What do you dislike about the product?
I disliked the interface, the bottom dashboard is forgotten easily (by my entire class, might I add) and it appears difficult to find information when it is just hidden in plain sight. A minor error, but makes the overall user experience less friendly.
What problems is the product solving and how is that benefiting you?
Utilizing Pipeliner helps visualize multiple projects at once. Having all of their information on one dashboard truly saves the time and effort of going through different sign-ins just to access data. I also find it handy that other people can also share this information, which leads to better up-to-date reporting and communication.


    Kyle S.

User Friendly

  • February 20, 2020
  • Review provided by G2

What do you like best about the product?
I enjoyed the thorough ease of navigating Pipeliner. It is easy to follow where things are located, the process and steps to a deal, and how to find those deals in reports and other pages.
What do you dislike about the product?
One subject that I dislike is not being able to see what I have done in Pipeliner CRM in my activity feed. I don't know if it is the only activity that I input that I have done or if it is to hold the data that I also take on the CRM.
What problems is the product solving and how is that benefiting you?
The problems I'm solving with Pipeliner CRM is the information and time-sensitive topics. It helps understand how consistently I should stay in touch and keep the conversation relative and continuously moving forward.


    Mia R.

Very easy and accessible CRM system.

  • February 19, 2020
  • Review provided by G2

What do you like best about the product?
It was helpful to see where I was with my sales and to know where I was progressing. I also enjoyed how all my information for my clients was in one place so I could see what I'm selling them and how to do so.
What do you dislike about the product?
I don't like how you have to manually update where you are in the sale. If it could track your emails and where you are in the sales, then it would be more benefical.
What problems is the product solving and how is that benefiting you?
It has impacted my work because it shows how much money you are making along with how you can progress. It shows you where your end goal is and what you have to sell with packages to your customer to get where you are suppose to be.
Recommendations to others considering the product:
Have videos or more gudiance when using Pipeliner for the first time.