Pipeliner CRM
Pipelinersales CorporationReviews from AWS customer
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My sales right arm
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
Pipeliner CRM Winner
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.
Visual CRM experience
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.
Pipeliner CRM - 6 Year Veteran User
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
Customer Friendly Product
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
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 -
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
The mass outgoing email with email templates
PL Admin review
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.
Amazing, easy and powerful crm
What do you like best about the product?
The ease of use, the powerful reporting and most importantly the account management features
What do you dislike about the product?
Nothing that I can think about. The are so easy to engage with
What problems is the product solving and how is that benefiting you?
Understanding our relationship mapping in our key accounts, pipeline management and ease of the sales people using the interfaces
Great tool - Amazing support
What do you like best about the product?
The simplicity of configuration options and easy to interact interface.
What do you dislike about the product?
The fact that new addons are presenting, making you believe that those are enhancements, just to realize later there is a license cost associated with it. That was the case with projects and email sequencing. As I manage the independent users from our franchise system, this caused many disappointments with our clients.
What problems is the product solving and how is that benefiting you?
Have a centralized locations where all of our sales processes are fully integrated and easy to manage.
Recommendations to others considering the product:
Great tool, easy to use, great support and an asset for day to day operations.
Pipeliner is the perfect choice for us.
What do you like best about the product?
Operation is child's play and easy to understand. All essential information can be easily edited and presented. Thanks to the intuitive filter function, we analyze large amounts of data quickly to draw the correct conclusions. Particularly important is the support from Liz Young. Without her help, we would not have been able to switch to operational mode so quickly.
What do you dislike about the product?
The graphics function could be more customizable. All the rest is fine.
What problems is the product solving and how is that benefiting you?
Our sales and marketing planning and controlling are significantly simplified.
Easy to use
What do you like best about the product?
The best part of Pipeliner is the fact that I don't need to be an engineer to make changes to my instance of Pipeliner. I can create fields that make sense for my business.
What do you dislike about the product?
I don't dislike anything per se, but it would be nice if Pipeliner had a function to export an opportunity record into a PowerPoint presentation. Overall it's obvious Pipeliner listens to its user base.
What problems is the product solving and how is that benefiting you?
It's an all-in-one storage space for our Growth and Sales team. We can easily share records and documents with each other and management. As we grow our team and our pipeline, we are looking forward to the built-in analytics Pipeliner offers.
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