Pipeliner CRM
Pipelinersales CorporationReviews from AWS customer
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Very good CRM system
What do you like best about the product?
Task Management is a very good help in everyday sales management to avoid forgetting any open tasks or leads to qualify.
What do you dislike about the product?
Evaluations and diagram creation is not very easy.
What problems is the product solving and how is that benefiting you?
Pipeliner helps to not forget any open tasks and reminds me of asking for feedback on open quotes and new leads.
User experience review for Pipeliner CRM
What do you like best about the product?
It is the best tool justifying cloud for customer requirements from Prospect entry till project execution. It is basically data management tool helping us to keep data at one place which can be accessed at any stage of Sales Cycle.
What do you dislike about the product?
There is nothing found to dislike for this wonderful sales tool.
No remarks on improper working.
This product is serving best of requirements according to me for sales professionals.
Adds to overall increase in efficiency and productivity.
No remarks on improper working.
This product is serving best of requirements according to me for sales professionals.
Adds to overall increase in efficiency and productivity.
What problems is the product solving and how is that benefiting you?
Problems of single point data cloud for customer's lead management, opportunity conversion, project management got solved using this amazing tool.
Helps to forecast pipeline orders and driving company's sales growth.
It definitely increased my performance and productivity.
Helps to forecast pipeline orders and driving company's sales growth.
It definitely increased my performance and productivity.
Original features are great. And more keep coming.
What do you like best about the product?
I use Pipeliner as a basic CRM to manage contacts/accounts and like the easily customizable fields. Newly developed features that I utilize are Mass Email Tracking and Rich Text formatting. Knowing if a customer opened an important communication mitigates concern that the information wasn’t received. I can focus quickly on key points in my notes using text formatting items like bold and underline. Whatever saves time, saves money.
What do you dislike about the product?
Many new features are being added only to the expensive Unlimited plan or at additional cost for other plans. Paying for extra features pushes the cost per user in line with more vetted and powerful CRM competitors. The simple search feature I use every day to find contacts does not provide results in alphabetical order. The results appear in any order and it’s a pain to scroll through a list of over 100 items looking for the searched item. Makes no sense why search results are randomly listed.
What problems is the product solving and how is that benefiting you?
My company wanted to manage contacts and attempt to move to a paperless system. Pipeliner helped with contact sharing but not with document management.
Lovely platform and very user-friendly!!!
What do you like best about the product?
Pipeliner CRM is an extraordinary apparatus for Sales or merchant relationship organizations where you really want to comprehend where items and clients are all the while. Without her assistance, we could not have possibly had the option to change to functional mode so rapidly. I'm building more grounded associations with our clients.
What do you dislike about the product?
Pipeliner is beginning to charge for highlights except if you pick the costly Unlimited choice. Shockingly, Pipeliner anticipates that clients should look at pages of results to observe the thing in list items.
What problems is the product solving and how is that benefiting you?
Zeroing in on the most productive deals potential open doors is the way to solid deals. As we develop our group and our pipeline, we are anticipating the inherent investigation Pipeliner offers.
Influencer mapping among our contracts
What do you like best about the product?
Construction jobs may take years to advance from a building design to occupancy permit. Using Pipeliner, we track jobs through a progression of construction phases. The ability to link multiple accounts and contacts to each job provides an important view of all the players at each phase ~ architects, engineers, contractors, developers, and wholesalers. Pipeliner’s Buying Center provides an excellent visualization of the lines of influence between the players.
What do you dislike about the product?
The Buying Center does not have functionality to keep a Sales Role associated with a contact. For each job, we must reassign the Sales Role to the same person. We do this inefficient task multiple times a day. Also, search results are not in alphabetical order requiring users to scroll through pages of results to find the searched item. Why would this basic standard not be met? It costs money to handle inefficiency on a daily basis.
What problems is the product solving and how is that benefiting you?
Selling to a group of decision-makers is challenging. Pipeliner increases the probability of closing the deal.
Great platform and easy to handle!!!
What do you like best about the product?
The most awesome aspect of Pipeliner is the way that I don't should be an architect to make changes to my example of Pipeliner. It is exceptionally simple to utilize and you can likewise roll out any improvements to your pipeline without having any issues. The straightforwardness of setup choices and simple to collaborate interface.
What do you dislike about the product?
I despise nothing in essence, however it would be great assuming that Pipeliner had a capacity to send out an open door record into a PowerPoint show. That was the situation with undertakings and email sequencing. As I deal with the autonomous clients from our establishment framework, this caused numerous failure with our clients.
What problems is the product solving and how is that benefiting you?
We were trusting that Pipeliner would assist us with moving towards a paperless framework. More noteworthy deals pipeline understanding, expanded deals, key record and contact the board.
Engagement and Focus. Pipeliner provides exceptional insight
What do you like best about the product?
The training options are numerous and easily understood. Great video (Pipeliner Academy), articles (Online Help Center), and points of clarity in each section (Application Tour). Pipeliner makes it fun to learn. A lot of thought went into helping users become power users.
What do you dislike about the product?
The search feature is not strong. I can't search on Feeds or Notes. The search results for contacts, accounts, opportunities are not in alphabetical order. Surprisingly, Pipeliner expects users to scroll through pages of results to find the item in search results.
What problems is the product solving and how is that benefiting you?
We were looking for a way to share company contacts for our entire company. Prior to implementing a CRM, each employee kept track of their contacts individually in Outlook. Some people used Excel spreadsheets. It was a mess. Now, we sync all company contacts to each employee's Outlook. We make changes in one location, Pipeliner, and this flows through to everyone's Outlook.
Let us show off! Pipeliner impresses the Companies we represent
What do you like best about the product?
We represent multiple companies and their product lines. The manufacturers that we rep want to know they have a highly engaged proponent. Providing a Pipeliner presentation communicates how well they are being represented. They are impressed with how we easily forecast sales, focus on the most profitable sales, and track our (and our competitors’) wins and losses. Not only do our sales numbers confirm this, but also the Pipeliner software we use to manage our sales and customer relationships.
What do you dislike about the product?
Pipeliner says it put the “R” back into CRM. The technical support team responds quickly and is extremely helpful. The account management team does not follow up with our unresolved issues.
What problems is the product solving and how is that benefiting you?
Focusing on the most profitable sales opportunities is the key to strong sales. Using Pipeliner, we mark some opportunities as Hot Focus and discuss these jobs during our sales meetings.
Well designed Account Management - I'm building strong relationships!
What do you like best about the product?
My focus is visiting wholesale accounts. I am building stronger relationships with our customers. Our sales are skyrocketing! Pipeliner provides fields to track the last time I contacted the Account, notes from each visit, action items and follow-up reminders. Reporting features on the health of each account is an essential CRM tool. Pipeliner's reporting features are exceptional.
What do you dislike about the product?
Pipeliner is starting to charge for features unless you choose the expensive Unlimited option. We have been with them since 2017 and it’s frustrating. Sometimes Pipeliner feels like a start-up company that is challenged to find funding. We had access to the feature Account Health for Key Accounts. Pipeliner turned it off and didn’t tell us. I can no longer access the reporting on Key Accounts. No one likes paying for items they had access to and then are removed.
What problems is the product solving and how is that benefiting you?
Pipeliner helps us build strong customer relationships. We use the mobile app to add notes during customer visits, attach sales figures to accounts, and remember to schedule follow-up calls.
Pipeliner CRM - Powerful and Customizable
What do you like best about the product?
Pipeliner is designed to increase profitability and support sales on every level. Pipeliner enables us to track sales opportunities and close deals! Robust reporting features direct our attention towards Hot Jobs and Key Accounts helping our Outside Sales reps to prioritize their territory visits.
What do you dislike about the product?
Search results are not in alphabetical order. The Pipeliner team prides themselves on simplicity and efficiency but surprisingly allows this daily frustration for their users.
What problems is the product solving and how is that benefiting you?
Greater sales pipeline insight, increased sales, key account and contact management.
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