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Pipeliner CRM

Pipelinersales Corporation

Reviews from AWS customer

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External reviews

445 reviews
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External reviews are not included in the AWS star rating for the product.

    Logistics and Supply Chain

ITS HELPED ME WITH MY SALES FUNNEL, KEEPS TRACK OF IT.

  • March 07, 2022
  • Review provided by G2

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

    Construction

Easy to use - Great CRM

  • February 14, 2022
  • Review provided by G2

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

    Shemmy K.

Best CRM

  • January 19, 2022
  • Review provided by G2

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.

    Kailey C.

Went from SalesForce to Pipeliner and Looking for Something Already

  • December 09, 2021
  • Review provided by G2

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

    Susan W.

My sales right arm

  • November 29, 2021
  • Review provided by G2

What do you like best about the product?
It is a very simple, intuitive sales tool that helps me keep track of opportunities, prospects, and clients. Keeps things from falling between the cracks. We are a small company with only a few people doing business development so we didn't need something as complex as Salesforce or others. Pipeliner fits most of our needs.
What do you dislike about the product?
That it only works with a few email clients. Since our company is not on either of the 2 email clients, we can't utilize all the email features. This has honestly caused major issues for us and it just doesn't make sense to me that it would be so limited in this regard.
What problems is the product solving and how is that benefiting you?
We didn't have a concise way to track opportunities so Pipeliner has become my right arm for business development. It has been extremely helpful to track sales and opportunities by our various agencies and get a snapshot view of our pipeline

    Sharry Karisa M.

Pipeliner CRM Winner

  • November 25, 2021
  • Review provided by G2

What do you like best about the product?
It is very easy to use and you can also make any changes to your pipeline without having any problems. They also have a very attractive user interface very good graphics that will make you always prefer Pipeliner.
What do you dislike about the product?
The support team should work towards listening to the customer needs and addressing them appropriately so that they can ensure a smooth experience for their customers through out their usage of the platform.
What problems is the product solving and how is that benefiting you?
It has helped us manage all our projects and sales under one platform plus the it allows the intergration of emails and calendar so everything becomes easier controlled under one platform.

    George K.

Visual CRM experience

  • November 23, 2021
  • Review provided by G2

What do you like best about the product?
The ease of drag/drop and the visual appearance. Also the Outlook integration.
What do you dislike about the product?
Not much but maybe switching sections for admin tasks
What problems is the product solving and how is that benefiting you?
Email & Calendar integrations which help our staff use the CRM daily.
Recommendations to others considering the product:
Very professional and well designed software.

    Margye S.

Pipeliner CRM - 6 Year Veteran User

  • November 23, 2021
  • Review provided by G2

What do you like best about the product?
Simple to use. Intuitive. Easy for anyone within a company to use.
What do you dislike about the product?
Features formerly included in simple pricing now are extra
What problems is the product solving and how is that benefiting you?
We are a 100% virtual company - helps to manage sales & projects

    Yogeswari M.

Customer Friendly Product

  • November 19, 2021
  • Review provided by G2

What do you like best about the product?
Contact / Account Management features -
Good customization feature
Merging accounts
Mapping contacts to more than one account
Email templates - ease of use
Reports
What do you dislike about the product?
Enhancement of search criteria. E.g - To pull out a specific set of contacts
Accepting duplicate account names - system can prompt a message
Enhancing reports for Emails -
What problems is the product solving and how is that benefiting you?
Account and Contact Management
The mass outgoing email with email templates

    Oil & Energy

PL Admin review

  • November 19, 2021
  • Review provided by G2

What do you like best about the product?
Tool is simple and highly customizable. The support is quite responsive. CRM can manage many different pipelines that can be related / connected. If you need a simple Sales focused CRM this is the right one.
What do you dislike about the product?
Would be nice to have a function to track invoicing and stock.
What problems is the product solving and how is that benefiting you?
We are able to monitor our sales process with full detail as the filtering options of PL are enormous.

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