Pipeliner CRM
Pipelinersales CorporationReviews from AWS customer
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Opportunities - Organized
What do you like best about the product?
I enjoy having my sales organized this way I can move easily from one screen to another
What do you dislike about the product?
A bit time consuming.
No complete has more than I need
No complete has more than I need
What problems is the product solving and how is that benefiting you?
I know what pricing I have.
Immediate ROI – don’t need a full-time CRM expert
What do you like best about the product?
The admin portal makes complexity simple. Pipeliner is easy to design. No need to pay a software provider’s developers for customization.
What do you dislike about the product?
Account Fields do not allow data to autofill user-defined Contact fields. Using the Desktop Hybrid version this basic field titled “type” was able to populate from accounts to contacts. When Pipeliner removed the Hybrid version, they also removed this functionality. Double entry is now necessary. In general, Pipeliner tries to reduce repetitive tasks. They dropped the ball on this one.
What problems is the product solving and how is that benefiting you?
Sharing contacts company-wide and managing the sales pipeline.
What you love, you use. Our staff is fully onboard!
What do you like best about the product?
The UI is engaging. Easy drag and drop features to move Opportunities through the sales pipeline. Sleek visualization enabled our staff to buy-in quickly.
What do you dislike about the product?
Occasionally, this web-based software will freeze or run extremely slow. When it stops functioning, we are unable to work. Pipeliner is essential to our daily processes and this creates high frustration among our staff.
What problems is the product solving and how is that benefiting you?
Contact Management and Sales Pipeline overview. Excellent results achieving these goals. We were hoping that Pipeliner would help us move towards a paperless system. This was a disappointment. We have used Pipeliner since 2017 and they put no money towards file management.
still using basic functions but seems to have several custom options
What do you like best about the product?
activities and calendar, Map view is also very helpful when scheduling meetings in a certain area
What do you dislike about the product?
many different functions, can get confusing
What problems is the product solving and how is that benefiting you?
n/a
Great way to manage contacts
What do you like best about the product?
Contact Management. Easy to share contacts company wide. Excellent functionality linking contacts/accounts to opportunities.
What do you dislike about the product?
Contacts integrate with Outlook. Companies (Accounts) do not integrate with Outlook. Outlook supports company data but Pipeliner does not offer this functionality.
What problems is the product solving and how is that benefiting you?
We moved from every staff member managing their own contacts to sharing contacts through Pipeliner (syncing to Outlook). This resolved redundancy.
Excellent CRM for managing contacts and sales pipelines
What do you like best about the product?
Simple visuals. Easily customized and managed.
What do you dislike about the product?
Search results are not in alphabetical order. It is time-consuming and frustrating to scroll through 50-100 search results looking for the item.
What problems is the product solving and how is that benefiting you?
Sharing contacts company wide. Following sales through the pipeline.
Recommendations to others considering the product:
Choose software that is easily customized to your needs. Consider how vetted the software is that you are considering. Newer companies may have constant upgrades and changes.
ITS HELPED ME WITH MY SALES FUNNEL, KEEPS TRACK OF IT.
What do you like best about the product?
THE OPPORTUNITY STAGE IS WHAT I LIKE BEST ABOUT PIPELINER
What do you dislike about the product?
A LOT OF DATA ENTRY WHEN YOU FIRST BRING ON A NEW CLIENT BUT I GUESS ITS EXPECTED
What problems is the product solving and how is that benefiting you?
THE PROBLEMS I AM HAVING IS SOMETIMES WITH THE CALL CADENCE AND MARKED COMPLETED SEQUENCE
Easy to use - Great CRM
What do you like best about the product?
Easy to use, and the customizable fields are easy to manage
What do you dislike about the product?
Search results are not in alphabetical order
What problems is the product solving and how is that benefiting you?
It has been an excellent way for us to track our jobs and for everyone on our sales team to see the progression of jobs through the sales pipeline
Best CRM
What do you like best about the product?
Pipeliner CRM is straightforward to understand; no ingenuity skills are required to operate. The best part for me is its user-friendly interface and easy to integrate.
What do you dislike about the product?
It is not a dislike. It's just a request that the team concerned with user requests to make changes, to be worked upon that the changes for the recommendations be implemented fast.
What problems is the product solving and how is that benefiting you?
It has a large storage capacity that allows all its databases to be central, has email and calendar integration that works best with users, and has a stunning accuracy in the data provided.
Went from SalesForce to Pipeliner and Looking for Something Already
What do you like best about the product?
Customizable fields are great for our company
What do you dislike about the product?
It loses our data, timely to navigate, poor service, forced to manipulate to extract data, no integrations with what we need
What problems is the product solving and how is that benefiting you?
It is a database that holds the amount of information we need
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