Who Uses This Software?

Pipeliner CRM is a sales enablement tool for a sales management and salespeople. With a simple winning formula to focus on what matters most, pipeline + process + focus + analytics to increase revenue


Average Ratings

73 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • pipelinersales
  • www.pipelinersales.com
  • Founded 2011
  • United States

About Pipeliner CRM

Pipeliner CRM is all about Sales! A Sales Enablement tool that focuses on Pipeline management, sales process and analytics. Maximizing your revenue and ROI, a simple winning formula for real sales empowerment, enables you to manage your revenue, follow your sales process, and know your buyers as you continuously improve. Pipeliner CRMs Mobile App with all vital functions from anywhere for all mobile devices. Pipeliner, instant intelligence, visualized features as a CRM solution that empowers.


Pipeliner CRM Features

  • Activity Management
  • Appointment Management
  • Contact History
  • Contact Import/Export
  • Customer Pipeline
  • Email Marketing
  • Group Management
  • Lead Management
  • Prospecting Tools
  • Search / Filter
  • Shared Contacts
  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management

Pipeliner CRM Reviews Recently Reviewed!

Great product

Oct 10, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: WE use this to manage our pipeline of multi-million dollar projects and its integration with Outlook alongside statistical analsysis provided on leads is second-to-none.

Cons: Program doesn't really work with anything but IMAP servers for integration causing some issues when you want to have a secure network.

We moved over to Pipeliner from SalesForce. As a small-mid size company, we needed something that was visually easier to work within and allowed for managerment to easily keep track of our sales and account management team. It's much easier to use, visu

Sep 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use, visual/aesthetic ability is fantastic (really helps to keep staff engaged), and support provided to help get you up and running. It also has great email tools to connect with the Pipeliner system.

Cons: Sometimes the synchronizing function can be annoying, the reporting (although sufficient) is not as robust as we'd like, and a couple of other features we were previously accustomed to although I am sure they will happen over time.

Excellent tool also for small business!

Sep 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: My business is B2B. What I¿m selling is voice training, workshops, and speaking engagements. Until recently, my business was developed through public relations, publishing in special interest magazines, and through people finding me through the website and social media. About 2 years ago, I began to see a dramatic change. I needed more than a database and a bit of marketing automation -- I needed a sales process to help me drive interest and drive business. Competition was rising and it was obvious that I needed a more structured way to keep my contacts, accounts, and business relationships organized and vibrant. For both existing and new business relationships, I needed a way to nurture those relationships. It became clear that all my business was not going to come to me any longer. I needed help selling to my key persons -- that¿s when I looked for the right CRM tool. In the end, I found Pipeliner through searching on Google. I had asked colleagues and friends for recommendations, but the software they or their companies used was too unwieldy, complex, and expensive. c Today I can say, Pipeliner helps me to stay in touch with the most promising customers and to make more business with less effort.

Pros: The visual approach. I noticed right away that Pipeliner workes differently from other solutions. It is visual -- not dry spreadsheets but instantly understandable in pictures -- and intuitive. I don't need a thick manual. No need to think in `database structures¿. Pipeliner shows me the sales process and how I move from stage to stage. Pipeliner `mirrors¿ my behavior. I don¿t have to understand all the technical workings -- I can just see what I need to know. I suddenly have an instant snapshot of my sales stages, what I need to do next, and this motivates me. Also absolutely important and helpful is the integration of MS Outlook and the connection with several social networks.

Cons: There are only few things I dislike. One is, I miss the possibility to import vcf-cards when I am creating a new lead. Also would be good for me - as located in Europe - the integration of the Xing-Network.

Recommended. Not the most intuitive to use, but powerful and customisable.

Aug 30, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The overall experience of signing up and installing the client software is good and we have had no technical issues. Customer support is good and documentation is available for using and customising the interface. For example we wanted to add a margin value field to each qualified opportunity and although this was not a default field it was easy to find instructions as how to do it. The new field is calculated and can be used for graphs and reports so we can see relative margins against project values. Pipeliner lets you run more than one pipeline and we have two, one for new sales and one for existing customer development. This makes it easier for sales team to keep their workload balanced between the two activities. The management reports feature is extremely useful and enables our directors to quickly see how the sales team are progressing in terms of wins, losses, potential and actual sales.

Cons: Our directors want to encourage the sales team to add follow up actions after events. Unfortunately, you cannot add a telephone call or email as the follow up to a meeting. We have posted it as a feature request, but it is a surprising and pretty pointless limitation. Who wouldn't follow up a meeting with a phone call? It would also be nice if the pipelines could be colour coded as it can be difficult to know which one you are working in. Our only caveat is that should your internet connection fail and you carry on working, the 'auto-synch failure' alert is very small and easily overlooked. If you have to reboot the PC to solve the internet connection you will lose all the work added after the synch failure. We would like Pipeliner to auto-backup client data to the client PC which could be restored in the event of a synch failure.

Sales Friendly CRM

Apr 28, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Pipeliner is an extremely visual tool and is not difficult to input from a sales perspective, this results in a higher level of engagement. The desktop version works rather well with the mobile application making it easy to stay connected to the program during the day.

Cons: There are a few linkage issues between the desktop version and the mobile app that still need to be worked out. The mapping feature on the desktop version is limited and needs to be improved.

So far, So good

Apr 20, 2017
4/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money

Comments: It's a good CRM software, but in my opinion, it needs to be more sensitive. It's not simple to change the status by customer.

Great intro product for CRM

Feb 16, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: This is my first CRM suite that I have used for my consultancy. It is easy to use and fairly intuitive. I would recommend it to anyone looking for a simple CRM.

Pros: GUI interface, intuitive, does what I need it to do

Cons: Not very powerful, sub-par integrations

Recommendations to other buyers: I would suggest you look into this product and pair it with a media monitoring suite to maximize lead potential

Great Organizer

Feb 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I like the way Pipeliner keeps activities sorted, recorded, and displayed. It makes my tasks better organized so things don't get forgotten.

Pros: Task tracking

Cons: Minimal information on the task icons.

The people at Pipeliner are the greatest.

Jan 23, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: We signed up with Pipeliner and have never looked back. This product is really easy to use and has all the features we need to keep our sales and application engineers connected. I can't say enough about Pipeliner, but I can say its beats our old "well established" CRM hands down.

Pros: Easy to set up and use.

Cons: Syncing is sometimes and issue, but it doesn't happen often and a quick Pipeliner restart takes care of it.

Recommendations to other buyers: Use its ability to link with MSWord and create quotations from Pipeliner. This is a great feature we use every day.

Great!

Jan 19, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Comments: After use of a previous product that was very difficult to use, this is a breath of fresh air.

Pros: Intuitive, fast, integrates with outlook, much more.

Recommendations to other buyers: Give it a try.

Easy to use, but not user-friendly

Nov 17, 2016
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Comments: Out the box it wasn't easy to get our data up and running. The price point is approachable, however, it would be more beneficial to pay for a more comprehensive package.

CRM Designed for Salespeople

Oct 13, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: I was evaluating CRM products for a client who needed a full featured that could be easily accessed by all constituencies within their organization. This entailed a search for a product with a sales-centric interface and workflow; one that would be the least time consuming for anyone to input new data or to search for information one an existing prospect or customer. Once I started the 30 day trial of Pipeliner, I was pleasantly surprised at how easy it was to use and how good they were on timely customer support. My client is a small organization, fewer than 100 employees;so I wasn't looking at this product to be used by 1,000's of people. It more than met my expectations and my client's requirements. It is easily and fully customizable to fit the needs and process of each customer. The final analysis is that this is a tool that enables the customer to create the CRM experience and processes that best fits their unique business needs.

Pros: 1) Customizable 2) Intuitive from a sales perspective 3) Easy to use and saves time 4) Easy enough for even the executives and technical staff can input their interactions with clients and prospects.

Cons: 1) My client prefers month-by-month billing, not annual plans 2) Lack of integration with HubSpot

Recommendations to other buyers: Use their support during your trial period! They are really good at dropping suggestions in automated email messages; but you should be proactive and follow up with whomever acts as your lead interface.

Not so good

Sep 14, 2016
2/5
Overall
1.5 / 5
Ease of Use
1.5 / 5
Features & Functionality
1 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: I did not like the integration between imap and Pipeline

Cons: Although I told them I did not like the product, they kept calling every single day.

Recommendations to other buyers: Listening to customers more. The product did not work out and they kept calling everyday.

Most intuitive CRM in the market

Aug 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The design of the user interface is very clean and intuitive. The fact that your sales pipeline is very visual, helps you get a better understanding of the opportunities that sit within it. The platform is extremely easy to configure as well.

Cons: At the moment, we haven¿t run into any major hiccups. If I could recommend anything to Pipeliner, I would say they need to update their mobile app so that it reflects all of the great visual features in the desktop version.

Recommendations to other buyers: We purchased and implemented Pipeliner CRM back in July and I was surprised to see our entire sales team dive deep into the platform without even taking a training session. The platform is so intuitive and visual, that I had a Spanish-speaking team member creating leads, adding accounts, contacts and opportunities as soon as she gained access to our space. We now have a better understanding of all the potential business that¿s out there and what part of the sales cycle each open opportunity is in. As the product champion and admin, I haven¿t run into any adoption issues either.

Most intuitive CRM in the market

Aug 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: We purchased and implemented Pipeliner CRM back in July and I was surprised to see our entire sales team dive deep into the platform without even taking a training session. The platform is so intuitive and visual, that I had a Spanish-speaking team member creating leads, adding accounts, contacts and opportunities as soon as she gained access to our space. We now have a better understanding of all the potential business that¿s out there and what part of the sales cycle each open opportunity is in. As the product champion and admin, I haven¿t run into any adoption issues either.

Pros: The design of the user interface is very clean and intuitive. The fact that your sales pipeline is very visual, helps you get a better understanding of the opportunities that sit within it. The platform is extremely easy to configure as well.

Cons: At the moment, we haven¿t run into any major hiccups. If I could recommend anything to Pipeliner, I would say they need to update their mobile app so that it reflects all of the great visual features in the desktop version.

Pipeliner works because it is easily customisable and simple to use for people at all levels of an organisation

Jul 05, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: In the work we do, CRM fulfils a massive role in automating processes, which in turn delivers the sales strategy for business. Pipeliner fits this role perfectly, because it is so easy to customise. It can quickly and easily be set up to mirror and automate your sales processes. No admin, no team of propeller heads. Just simple, smart design to deliver outstanding capabilities. This makes it the perfect tool for any business. We recommend Pipeliner to all our clients.

Pros: Highly customisable. Can be set up to automate your processes easily Everything is visual, making it easy and fun to use for sales people at all levels Easy to input information Easy to extract relevant information Automation of tasks and workflows

Cons: Lots of software updates means sales downtime

Recommendations to other buyers: The most important thing is whether or not your CRM can mirror your sales process. If it can't, it's not for you, and if it can, you should be able to set it up yourself.

Pipeliner works because it is easily customisable and simple to use fo

Jul 05, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3.5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: In the work we do, CRM fulfils a massive role in automating processes, which in turn delivers the sales strategy for business. Pipeliner fits this role perfectly, because it is so easy to customise. It can quickly and easily be set up to mirror and automate your sales processes. No admin, no team of propeller heads. Just simple, smart design to deliver outstanding capabilities. This makes it the perfect tool for any business. We recommend Pipeliner to all our clients.

Cons: Because there are lots of upgrades, there is often sales downtime, where you need to wait for the latest version to download.

Recommendations to other buyers: Consider the sales process for your business, and then try to emulate it in Pipeliner. This will tell you if it is for you or not.

I RECOMMEND PIPELINER

May 26, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
3 / 5
Value for Money

Comments: The relationship between contacts, accounts, related accounts is fantastic and with Pipeliner I can see everything in one place. It is not overwhelming and complex from the start as many other tools are and it is simple to track your sales opportunities, make reports and forecasts. it is really user-friendly and the drag and drop function is really useful. Feeds module help the company to improve team collaboration and social media sync help your sale agents to know better consumer.

Pros: really helpful to track your opportunities and close more deals

Cons: maybe the price was a little bit hight but now they're doing better

I RECOMMENDED PIPELINER

May 26, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: The relationship between contacts, accounts, related accounts is fantastic and with Pipeliner I can see everything in one place. It is not overwhelming and complex from the start as many other tools are and it is simple to track your sales opportunities, make reports and forecasts. it is really user-friendly and the drag and drop function is really useful. Feeds module help the company to improve team collaboration and social media sync help your sale agents to know better consumer. I would recommend this product to anyone.

Cons: price was a little bit too high for italian market but now they are changing it and they're doing better.

Recommendations to other buyers: it is really helpfull to track your opportunities and close more deals

Great tool for managing a sales pipeline!

May 24, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: It's real easy to see an individual pipeline, a team's pipeline and the whole company's pipeline.

Cons: There really is nothing not to like about the product. It would be nice if it had more pre-defined integration's with other products, but that will come over time.

Recommendations to other buyers: Make sure you have a sales methodology/process in place before you implement any software tool.

Pipeliner

May 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: This is the most comprehensive pipeline management tool I have ever used. Having said that it is still very easy to setup and use. There is a great deal of contextual help, and when you need it the support is great.

Pros: One of the side benefits of using Pipleliner is all of the sales content they have, you really don't need any other source, if you are a sales professional, they have a ton of information for you, if you are a sales manager they have a ton of information for you...Visual, Intuitive --- Great Reporting!

The best visual process CRM on the market!!!

Apr 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Pipeliner is the best visual CRM software that offers a defined process workflow for your sales team. We love the ease of use and intuitiveness. Pipeliner was clearly designed by a salesperson for sales teams. We love the process ease of use so much we are implementing it to manage other systems as well.

Pros: Quick & easy customization of fields and forms Email feed integration The new navigator is a fantastic snapshot and the timeline clearly shows whats ahead in the pipe

Cons: While I love it all I would like a few more functionalities such as; email templates for each sales steps along with calendar syncing. I'm sure Pipeliner has that in the works and am excited to check it out!

The best visual processes CRM on the market!!

Apr 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Pipeliner is the best visual CRM software that offers a defined process workflow for your sales team. We love the ease of use and intuitiveness. Pipeliner was clearly designed by a salesperson for sales teams. We love the process ease of use so much we are implementing it to manage other systems as well.

Cons: While I love it all I would like a few more functionalities such as; email templates for each sales steps along with calendar syncing. I'm sure Pipeliner has that in the works and am excited to check it out!

Recommendations to other buyers: Take the time to chat with customer service and read the materials they suggest to customize the program to fit your business and process.

Pipelinersales CRM

Apr 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Value for Money

Comments: We use Pipeliner for both customer management ad sales management and analytics. From a sales professionals point of view, the software is very easy to use with color and multiple layouts so they can choose how they would like to see their data.

Pros: 1. Simple and aesthetically appealing interface 2. Extensive analytics for sales professionals and all levels of management 3. Multiple pipelines allow for multiple sales processes in one database 4. Quick and knowledgeable support from pre-sales, set-up and tech support (if it is even needed) 5. Secure and stable - complies with EU safe harbor rules

Cons: Pipeliner gives you so many options to see your data, to analyze your data that you need to think strategically and do the customer set-up. Otherwise, one can loose track of time in the amount of data you can analyze.

New Pipeliner user

Apr 26, 2016
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The pipeline software is excellent. I love the easy way to move leads to qualifying opportunities and then to move around within the Pipeline itself. I love the way the screen looks and the impact it has during meetings - especially using Navigator. I also love the easy way to filter management reports. It has changed the way we record our opportunities and changed the way we prioritise our leads and followup.

Cons: I haven't found anything yet that I don't like which I consider to be a really good thing.

Recommendations to other buyers: Go for it - its a fab tool! Have a look at Navigator and understand the velocity options

Best CRM for success. On the screen all data you require to focus

Apr 19, 2016
5/5
Overall
4.5 / 5
Ease of Use
3.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Very easy to manage your opportunities. You have access to all the info you require to achieve your sales objectives

Cons: It wold be better the interface in a browser, it is easier to copy and paste date when you fill a form.

Recommendations to other buyers: If you focus on your opportunities to close them, it is the better. It is for selling!!!

Pipeliner CRM: What Your Sales Reps and Sales Managers Really Want

Apr 18, 2016
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: Simple yet flexible and powerful. Keeps everyone focused on one thing: moving deals through the sales pipeline according to the sales plan. Powerful forecasting, reporting, and data visualization tools make Pipeliner as much of a sales BI tool as it is a sales-focused CRM tool.

Cons: It would great if it offered native email marketing features, but Pipeliner does integrate with multiple email marketing, marketing automation and hundreds of other popular products using pre-packaged connectors and services like Zappier. Plus, a full featured API is available if a pre-packaged integration is not available or does not offer all of the functionality needed. So Pipeliner essentially "plugs into" whatever technology you are already using which allows you to give sales reps and sales managers the best tool for generating revenue and growing sales.

Recommendations to other buyers: Sign up to attend a webinar or request a live demo first. The trial system is an empty system that will allow you to use your own data and set up your own Pipeliner system that you can turn into a live, production system. The fastest way to evaluate the real power and capabilities of Pipeliner is to view a webinar or a demo of a Pipeliner system that already has a lot of data in it. Plus, viewing a demo or a webinar will give you a jump start on how to use Pipeliner when you do sign up for a trial.

Pipeliner CRM: The CRM Software Your Sales Reps and Sales Managers Would Buy

Apr 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: If you make your living in sales or in sales management and are looking for a software tool that will help you stay focused on the things you need to do to earn more commission and get bigger bonuses, then take a look at Pipeliner CRM. There's nothing else like it. You will literally have to see this sales tool to believe it!

Pros: * Top 3 Features: 1. Sales Navigator 2. Buying Center 3. Sales Insights * Guided Selling using YOUR sales methodology / sales process * Multiple Sales Pipelines, sales processes, sales workflows, * Flexible Sales Organization, Territory, and Security structure * Outstanding Forecasting, Dashboards, and Reporting Way too much to mention, and there is no way to describe it with words. Invest 1 hour of your time to attend a webinar or a personal demo. That's the best, fastest, and easiest way to really grasp what using this CRM software can do to increase sales performance to grow revenue.

Cons: Trial system contains no sample data. Therefore, I recommend signing up for a webinar or requesting a personal demo first. After you see what Pipeliner CRM can do and how it works then sign up for a free trial. You can set up the trial system with your own data and your sales process, which you can convert into a live production system by activating the trial. Attending a webinar or demo before I started my trial would have given me a huge head start with my free trial when I first signed up.

Pipeliner CRM Navigator ¿ Where a salesperson starts their day.

Apr 18, 2016
5/5
Overall
4.5 / 5
Ease of Use
5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: The new Navigator feature is by far one of the best new features added to Pipeliner. This is their dashboard where you can see where you stand against your goal, who you need to call or email, what accounts have not been contacted in a while etc. This helps take the guess work out of who should I call today and why.

Cons: Mobile app is a bit limited right now. However, the new app should be out in 2-4 weeks which will add a new look and a bunch of new features.

Recommendations to other buyers: Pipeliner is an amazing visual CRM system that marries ease of use with a powerful sales tool. I love that you are able to visually get a pulse of what your sales pipeline looks like. What¿s even better now is the addition of Navigator. Navigator is a salesperson¿s launching pad where they get a pulse of what activities need to be completed, where they stand against their quota goal, what accounts they should be contacting etc. This makes Pipeliner an integral part to a salesperson success.

If you will like the process of selling then you'll love pipeliner.

Apr 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Billed as the world's most visual CRM, pipeliner is a sales system designed by salespeople - for sales people focused on achieving sales. The system works, work the system. I invested over three days last year downloading CRM demos, getting CRM demo logins, and being evermore frustrated by what I found. Most of the CRM is logged that were immediately dismissed as to fiddly and bitty. Have you ever tried to use a database created by someone who has never sold anything? Exactly. I wish I found pipeliner first. I could have made some sales with the extra 2 3/4 days¿

Cons: This product is constantly being improved. This may make some people uncomfortable as a new features aren't being added every couple of weeks.

Recommendations to other buyers: Find something that fits your selling style. Pipeliner has a very visual way of presenting your information and can easily be configured to match your selling style.

Great Investment

Apr 18, 2016
5/5
Overall
4.5 / 5
Ease of Use
5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Great use for pipeline development. I use this as a Government Contractor to identify and win new business and keep track of potential customers. There are so many beneficial features to speak of, you have to try it to understand. Its easy to use once you get the hang of it. Can be accessed on or offline. Dashboards can be modified to tailor use to fit the business development or sales structure of the organization.

Cons: Requires training to get set up and use to its full potential to get the most benefit.

Recommendations to other buyers: Get the necessary training to get the tool set up and fully customized to your organizations needs.

Great Investment

Apr 18, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Value for Money

Comments: Great use for pipeline development. I use this as a Government Contractor to identify and win new business and keep track of potential customers. There are so many beneficial features to speak of, you have to try it to understand.

Pros: Easy to use once you get the hang of it. Can be accessed on or offline. Dashboards can be modified to tailor use to fit the business development or sales structure of the organization.

Cons: Requires training to get set up and use to its full potential to get the most benefit.

Best CRM for companies offering services to B4BTOC

Apr 17, 2016
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: Best Visual Sales pipeline and easy customisation. We used the CRM now since more than 1 year and we accelerate our sales up to 40% from our older solution

Cons: No integrated email solution. We need to use all the time outlook, and we cannot import files from pipeliner.

Recommendations to other buyers: Integrate a VirtualPbx, Call recorings, and mail solution.

Best CRM for B4BtoC business

Apr 17, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support
5 / 5
Value for Money

Comments: As a small innovative company we were looking for a simple effective CRM to manage our B4BtoC sales. We used before big name tool, but it was too expensive and we needed al the time for a personnalisation of a screen to call the supplier.

Pros: The visual of the Sales Pipeline, multiple sales pipelines, MS Office plugin,

Cons: No mail automatisation solution, the princing tool doesn't allow to make mathematical formulas.

Better sales administration

Apr 17, 2016
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: designed for sales peaple, visual design, very flexible, multiple process alternatives

Cons: No app for the last version yet, we expet to have in 2 to 3 weeks

Recommendations to other buyers: This is a great Sales Force automation tool. Its primary funcion is HELP to sales people whit his basic activities and say in focus. For a managment, the forecast manage funtion is very helppfull for the company: the sales objetive is a motive tool

At last a CRM that actually helps you to sell.

Apr 17, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: I've used many different CRM's throughout my 20+ years in sales and Pipeliner comes out on top. I love how Pipeliner put everything you need right in from of you, no having to click around multiple screens or complicated navigation. Plus everything looks so great. You don't see a dull spreadsheet style layout of data, you see the logo's of your clients, you see the faces of your contacts and you see all of your opportunities laid out neatly in the relevant stage of the sales process. Everything you nee to make the right decisions quickly is right there, with even more insight no more than a click or two away. For us Pipeliner has transformed CRM from being passive and dull to being an active and engaging experience. I particularly love how you can easily mould Pipeliner around the way you work rather than being forced to change the way you work to comply with the way the CRM is designed. You really do get the sense the Pipeline team know what sales and selling is all about and they've worked hard to build a platform that keeps you focused and moving forward. It's already a great tool we love to use and with every new release introducing amazing new features it's set to get better and better. Thank you Pipeliner.

Cons: The mobile app is in need of an update so I'm looking forward to the new version coming out later this month. Having a telephone support number would be nice to have.

Recommendations to other buyers: If you've been labouring with a more traditional CRM do yourself a favour and give Pipeliner a try, you and your sales people will be glad you did.

PipeLiner CRM - Amazing solution

Apr 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: Fantastic solution to have a clear view at any moment of the sales situation of your team. No need to ask your team to "prepare report", you can have any report you need, at 1 click. Meeting are now focused on action, not on "reporting". In future companies without CRM will not exist. It is a real tool which any company need. Sales person love it. Even a 1 person company will improve productivity with PipeLiner. And it works offline! very good when you are on the road or internet is down: you still can work and everything is sync when you are on line again.

Cons: I really have no complains. The tool is very easy to use and powerfull.

Recommendations to other buyers: Compare with PipeLiner CRM. Check the visual and if it works off line. PipeLIner CRM is really outstanding.

PipeLiner CRM

Apr 16, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Fantastic solution to have a clear view at any moment of the sales situation of your team. No need to ask your team to "prepare report", you can have any report you need, at 1 click. Meeting are now focused on action, not on "reporting". In future companies without CRM will not exist. It is a real tool which any company need. Even a 1 person company will improve productivity with PipeLiner.

Pros: Very easy tu use and configure. Fantastic ressources. No other CRM is so visual. Powerfull.

Cons: Phone call intengration, but it looks like they are working on it.

Very good CRM

Apr 16, 2016
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Its ease of use, its visuality, its graphics and its suggestion for next move to close opportunity. It is very unlike most other traditional CRM I have tried - which is many. It brings a new way of thinking into sales and CRM.

Cons: It should integrate with iCal and not only Google Calender. It should also have possibilty for mail templates with my own predfined texts for easy standard response mails - and also more possibilites for mass mailing.

Recommendations to other buyers: Make sure you understand the philosophy behind Pipeliner CRM before you test it out. This is NOT a traditional CRM but brings in a totally new way to work - and that is exactly what sales reps needs nowadays.

The future of CRM

Apr 16, 2016
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Forget traditional CRM, they only track sales history but does not tell you how to move your opportunity forward to a closing. Pipeliner CRM does! I use it to help me plan activities and make sure I do those activities needed to bring my opportunities to a closing. It is very visual and makes it very easy to have control of the total sales situation from minute to minute. It is also quite easy to tailor the sales process to meet your special needs. I have tried a lot of CRM's through my 25-30 years in sales, but Pipeliner CRM is simply the best!

Pros: Easy to use. Easy to learn. Great graphics. Makes you focus on your sales tasks and not your reporting. Gives you more time to focus on clients. Many plugins to other software like MailChimp, Microsoft Outlook and others. It is more a SALES TOOL than a traditional CRM.

Cons: Should have possibilties for sending standard response mails and direct mailing, even though it connects with many other systems by using open API.

Pipeliner is our ultimate crm app

Apr 16, 2016
5/5
Overall
5 / 5
Ease of Use
4.5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: super easy to use can handle complex and multiple sales funnels integrates with our web site and common apps like outlook very good support

Cons: on our macs it does not integrate with outlook the mobile app is rather limited

Recommendations to other buyers: try it and you'll love it. they have quick-start guides to get you going as well

Pipeliner CRM

Apr 16, 2016
5/5
Overall

Comments: I'm using pipeliner to follow up on leads and opportunities with existing and new customers. We have used many crm apps in the past but none is so easy to use as pipeliner. We use multiple sales funnels because some pipelines can be complex. We even set-up an after-sales funnel. Reporting is so easy to use.

Pros: super easy to use can handle complex and multiple sales funnels integrates with our web site and common apps like outlook

Cons: on our macs it does not integrate with outlook the mobile app is rather limited

Fantastic sales management software!!!

Nov 25, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have been using Pipeliner for a couple of months now and it is light years ahead of the competition. It is incredibly easy to use, all of our sales team has adopted it and I have a better understanding of our sales pipeline that ever before. As a company that is experiencing rapid growth Pipeliner is a critical part of our management infrastructure. Our sales ops guys have received outstanding support on any issues that we have had and as a company that sells cloud software and professional services it is refreshing to see how well this company is managed. I am actually really excited to attend our weekly sales reviews as they are now focused on action not reporting!!! If you are a company of any size and dropping tons of money on expensive CRM tools and not seeing the results, Pipeliner CRM is for you!!

Pros: Ease of use, visual interface, & widespread sales personnel adoption, great response times for any issue.

Cons: Some small administration issues. Nothing major and most of what we have given feedback on is already on the product roadmap for the next release.

Managing the Sales Pipeline visually

Nov 12, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: We have used the software internally and we also now recommend to others, as a cloud based system, this is now our preferred option for sales and marketing teams. Having recently taken on new staff, who had not been exposed to CRM before it was refreshing to see how quick that can pick up running with the system and for us more important was that instant awareness and reminder of their purpose, i.e. how they need to attain their target.

Pros: Very easy to use and many clients are up and running themselves with little input from ourselves, but also Pipeliner CRM Support team have been very good and patient in resolving questions, often pointing us to the easy to understand video tutorials to complement what they have said. The chat function is a great and quick way to engage with support direct. Having seen the new 'Insights' functionality on a recent webinar, this is the next item we want to explore and start to use to give a deeper understanding of how different sales people are performing, not just on sales.

Cons: Having spent now nearly 20 years working with CRM systems, my view is there is no such thing as a perfect system and that clients will always want more functionality and this applies across all systems. The functionality is usually there, but may need to be pulled out. For Pipeliner CRM, the only real difficult I have had to learn is the data import functionality does need to be thought about and understood. Having said that, this is usually sorted in the initial set-up by accredited external consultants or trained system administrators....so maybe it is me and I just need to spend a bit more time on this...

Pipeliner CRM - Customer Success Platform built on Principles by Sales Professionals for Sales Professionals

Nov 12, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Salespeople are a rare breed. They love meeting and/or talking to customers all the time. For them, productivity is measured in terms of number of deals closed every month. They are the entrepreneurs within the organization. They think the company runs successfully because of them. And they are simply right. They have no time to do data entry. They simply do not have the time to follow cumbersome procedures. They want a CRM product that simply thinks like they do. And Pipeliner fits the bill perfectly. I am yet to see a product that is crafted for the Salespeople. As a salesperson, I am in love with Pipeliner, the CRM Software that made me fall in love with Sales again.

Pros: Ease of Use Integration with Apps that you use Visualization of Sales stages No expert skills required Lets you focus on the right leads at the right time Always available on the cloud and on your mobile devices [Android, iOS apps] - whether you are connected or not. Auto Syncing once you are connected. There are no multiple editions to choose from. Single edition and you get all the features at one low price. Over a 3 year period, you will pay 50% less than the popular cloud app [that tries to do everything under the sun completely ignoring the very purpose with which the company was started or what their name means]. Whereas Pipeliner is built for the Sales Force. To empower them in true sense. What's more? You would have achieved more sales than if you use the popular cloud app. And cultivated happy customers for life. Do you want more sales ? Do you want to manage your sales leads with utmost sophistication ? Do you want to make sure your sales people focus on the right clients at the right time ? Do you want to see your pipelines visually ? Do you want instant intelligence on everything about Sales at your fingertips ? Do you want your sales people to fall in love with Sales again ? The answer is "Pipeliner CRM". Go for it. You will NOT have any regrets.

Cons: Nothing whatsoever. I have no complaints at all.

The Best

Nov 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: I've worked with dozens of CRM systems, Pipeliner is hands down the best. I use it one a daily basis and it does everything I need it to with ease and speed.

Pros: Available as an app, easy to use, pairs with many web services and it is quick.

Cons: None come to mind at the moment. The system isn't perfect, but it's close to it.

Best Value Business Tool

Nov 11, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Pipeliner provides all the features every seller and sales manager needs and can use. The entire system is designed with the user in mind; from compelling graphics to ease of customization and access to multiple performance analytics.

Pros: Online and offline accessibility on multiple devices, Inviting and intuitive GUI, automatic synchronization local to cloud, ability to add images and documents, social media access, multiple dashboards and pipelines, content-rich tutorials and user guides - and super responsive customer support.

Cons: Myriad of options, pull downs and filters take some time to master.

Best CRM I used

Jul 24, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The things which I like about Pipeliner are the following:

1. It¿s NOT ONLY cloud based, but it has a local offline PC/Mac software, which syncs to the cloud. This way ot¿s fast and gives access to your data anytime, anywhere. With other cloud based systems I have been waiting for the changes to refresh, and offline I did NOT have access to my data.

2. The relationshop between contacts, accounts, related accounts is just brilliant. With Pipeliner I can see everything in one place. Other CRM systems were also like this IN THEORY (every CRM company pithces this), but in fact, if I made a note to Contact A, then a note to Contact B, then a note the Account A where these contacts belonged or to Opportunity 1, I could NOT see all this data together. With Pipeliner, it does not matter what part of the account I am viewing, the contact, the account or the opportunity, ALL data is visible EVERYWHERE. This is one of the most important tests of a CRM system.

3. Visual aspect: you also get a visual, drag & drop pipeline where al deals show up and you have again access to all related data.

4. Data synking: synchs seamlessly with Google Calendar, contacts and Gmail, on demand, instantly or whenever you want it. Other cloud based CRM solutions were totally out of the user¿s hands running once every 15 mins or so; here with Pipleliner you have total control on the synking.

5. Account history feed: all emails and other related bits of data for an acocunt (or even related acocunts) will be shown on a Feed, similar to a Facebook timeline, which I tihnk it¿s a smart solution, every piece of data is there at your fingertips.

The perfect tool for my field of business

Jul 23, 2015
5/5
Overall
4.5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: The software is extremely easy to set up, manage and learn. Also the Philosophy of the entire company speaks to me very well. At the same time their service is responsive and fast!

Cons: The Software and company is not big enough yet. They still have to make certain things possible to be able to be a perfect system for everyone. Especially their Mobile app is lagging behind at the moment.

Recommendations to other buyers: This software is best for Personal Sales. Transactional Sales or Fast paced sales are quite hard to track with it. If you are selling consulting projects or long-term projects, this is definitely the best solution for you. Be aware that this company is fast with their development! They will bring out big new updates every couple of months, which means you have to stay up to date with what is happening.

Whole Harvest Foods

Jul 15, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: It's visual appeal and ease of use. The product is designed with Sales in mind, not management or accounting. It breaks the sales cycle down into the steps of the pipeline and allows management to watch the effectiveness of their sales team in each stage.

Cons: Wouldn't mind seeing the mobile version enhanced. The ability to see more data and adjust more from a tablet would be helpful. The phone app could stay as simple as needed, but would like to see more flexibility on the tablet version.

Recommendations to other buyers: Do the 30 day trial. Best way to get a feel for it in real life scenarios

Pipeliner CRM - Focus on your sales funnel and production

Jul 11, 2015
5/5
Overall
4.5 / 5
Ease of Use
3.5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: A flexible and easy to learn product for my customer users to truly use. The vendor provides many learning tools for end-users.

Cons: Not a large community to share ideas at this point but growing daily. Most GREAT CRM's have an active community which assists in extending the capabilities and ideas for success.

Recommendations to other buyers: Look at the idea of multiple funnels. Funnels are not always sales funnels. Imagine your customer service as a funnel. Customer registers a need, a team is notified, a response is located and provided, the customer provides confirmation of resolution.... post-resolution follow up begins.... That is a funnel, just not directly a sales funnel.

I love Pipeliner!

Jul 10, 2015
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I like how you can easily move a lead into different stages of the sales pipe. It allows for complete visibility of your portfolio.

Cons: It is hard to add notes or record follow up notes to a lead. We've been adding them to the lead description, but it would be nice to add notes with a calendar drop down.

Recommendations to other buyers: It should sync more often with other users. It should also have a follow up tracker for all leads with a calendar drop down.

Pipeliner: Headed in the right Direction

Jul 09, 2015
5/5
Overall
4.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The visual representation of the sales pipeline is an an incredibly useful feature that allows me to stay up-to-date on my current deals with nothing more than a quick glance. The Pipeliner team has been well above average in response times to technical issues and has often gone above and beyond the call of duty when correcting errors on both ends of the system.

Cons: The size of our database appeared to be a large struggle early in the relationship. The sheer amount of data slowed Pipeliner down to a state where it was difficult to use until the Pipeliner team made upgrades and our team went through an aggressive data cleanse. Our company has also built an API integration with Pipeliner that at times seems a little shaky, but that could certainly be our fault as much as theirs.

Recommendations to other buyers: Our team switched from Salesforce to Pipeliner and have overall been pleased as we feel that we are receiving a greater value considering price and functionality. This is the easiest CRM that I have ever worked in, which outweighs the occasional glitch. The support team has been excellent, and their marketing team does a great job of promoting helpful content as far as sales best practices and use of their product.

Sales Success with Pipeliner CRM

Jul 08, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Pipeliner CRM is quick to implement, learn and most important, easy to utilize. It leads to better communications within our sales team and keeps us squarely in-front of the right customers. Pipeliner CRM's team is customer focused with a drive to bring the best product for sales professionals to the market.

Cons: The robust management options are focused on helping manager's coach and improve their sales team's performance. However, there are so many options for managers that you need to take the time to learn how to run the reports. Everything is there, it is just not as simple to use as it is for the sales people (which is good because the sales people are the the reason for CRM in the first place).

Recommendations to other buyers: Take the time up-front to ensure you already know your sales process and customize the fields to best match the success factors for your team. This way your sales people will be able to jump right in after just a couple of hours of training and be robust users after just a day or two of training.

Brilliantly simple, hugely powerful and a perfect fit.

Jul 07, 2015
4/5
Overall
4 / 5
Ease of Use
4.5 / 5
Features & Functionality
3.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Pipeliner has evidently been designed by Sales people who thoroughly understand sales process, sales people and what the business needs to see and understand in order to operate effectively. It is a rare thing to find software you can "grow into" and that can actually help you as you mature your sales model. It is intuitive, flexible and excellent value for money.

Cons: There's not a lot to dislike. It's a relatively new platform so there are the occasional bug or glitch but they are hugely responsive and the development roadmap seems to move at a pace with the market demand.

Recommendations to other buyers: If you want your sales people to actually use a system like this then think like a sales person does. Get THEM to evaluate it. I did that and ALL of the sales team loved it.

Great visual product. Love tracking the sales pipeline and moving the

Jun 09, 2015
5/5
Overall
4.5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Easy updates and easy to use product. Great customer service.

Cons: Getting rid of the demo data was tricky in the newest version

Recommendations to other buyers: If your a visual learner, try pipelines and get rid of lists!

Very Impressed!

May 04, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: I like the ease of use best with Pipeliner. It is easy to navigate between different tabs and I enjoy the different apps that are available on all of my electronic devices so that I am never without my sales pipeline.

Cons: We had some initial issues with speed of the application but most of that was due to the volume of records we were bringing into the system. What I can say is that Pipeliner was very responsive and helpful with this process and even would jump on a call with me to assist me as things were frustrating initially.

Recommendations to other buyers: I would take advantage of Pipeliner helping with migrating over from another CRM.

Easy to use and good customer support!

May 04, 2015
5/5
Overall

Comments: I use Pipeliner to manage my sales and partner channel pipeline. I have used many other CRM's in the past and I feel Pipeliner is just as easy to use or even easier and has all the functionality of the larger players.

Pros: I have been very impressed with the Pipeliner customer support. They have been very responsive when I have questions and have good follow up. They truly seem to care.

PipelinerCRM - a CRM for today's sales rep

Apr 30, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4.5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
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Pros: Pipeliner is our primary CRM for our sales and client success team. We moved from Salesforce.com to Pipeliner as a cost savings as well as looking for a tool that had a more progressive feature set. Of specific interest to us was the visual user interface of the opportunity pipeline and the social media integrations. LinkedIN and other social integrations, the pipeline opportunity view, ability to build custom reports using any filter setting. The Pipeliner team from the CEO, to support, to marketing has been fantastic to deal with. They care about the success of their customers.

Cons: Our integration from Salesforce.com was a little challenging and we experienced some slow speeds, but much of that was due to the large number of records we were bringing in. In addition, we did not hire Pipeliner support to help us. We did it on our own. Those issues have all been resolved.

Recommendations to other buyers: As we were vetting partners, we found out that several of the newer CRM solutions could not support the number of records we had. Pipeliner was able to support the records along with all of our custom fields. Make sure you ask.

A very Visual and Visionary Sales CRM

Apr 03, 2015
5/5
Overall

Comments: I use it for my business and recommend it to my clients. Very forward looking; changing the playing field for Sales CRMs

Pros: Sales person friendly Intuitive

Cons: Have not encountered any yet

Finally a CRM that delivers results

Apr 02, 2015
5/5
Overall

Comments: Over my 20+ year career in sales I've experienced a wide selection of CRM's. Some have been better to use than others but I can't say that any one of them has been a huge help to me either as a sales professional on the front line or as a sales leader looking for insights. Typically they've been overly complex and cumbersome. Something you tolerate rather than enjoy or get any value from. That's all changed with Pipeliner CRM. I love it. These guys truly understand what sales is all about and they've built something that helps rather than hinders. Finally a CRM that delivers results.

Pros: Although its not a specific feature a major 'Wow' factor is the visualisation philosophy behind the whole platform. You can see everything you need to see on one screen. Everything just looks fantastic. The main pipeline view shows you exactly where all of your opportunities are instantly and I love that you can drag and drop opportunities from one stage to the next. You can also see where you are in relation to your quota on the same screen and take the action you need to progress. I particularly love the 'Buying Center'. You have to see it to believe it but relationship mapping is a major challenge for most who have longer term, complex pursuits with multiple stakeholders. The Buying Center makes it easy to keep track of and manage everyone involved in an opportunity, even if they don't work for that company. There are so many awesome features but that one alone saves so much time and effort and delivers tremendous value.

Cons: That it's taken so long for CRM to get this good!

Pipeliner for a micro-company

Dec 28, 2014
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Pipeliner is a great management tool (e.g. clear structure and features, cool dashboard design, very helpful online manual
) ¿ for all company sizes. For a micro-company as we are, it¿s very easy and user-friendly because core-features are great and set-up is very simple. Pipeliner grows with your company¿s needs step by step. Hence, it¿s not overwhelming and complex from the start, as many other tools are. And that¿s great for a quick kick off and to work with the flow!! We use it for contact management as well as our sales and project pipeline.

Easy to Use, Saves Time

Dec 19, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I sued to use Excel for tracking my customer relations, but it was very time-consuming. Pipeliner lets me see all my customers at a glance, move them along the sales pipeline with a drag-and-drop interface, and lets me easily connect social media profiles to all of my contacts. Recommended.

Got the CRM Model Right

Dec 18, 2014
5/5
Overall

Comments: We tried quite a few CRM apps before selecting Pipeliner including Salesforce. The bottom-line is that Pipeliner is the best combination of functionality, usability and value available in the market. We were looking for an app that could handle three key major feature categories account/relationship modeling, visual pipeline display and marketing application integration. It seems like a simple set of requirements, but we found it amazingly hard to get all of these things working well in most packages. When you add cost into the picture the competition narrowed very quickly.

Pros: Flexibility in modeling the account and contact relationships. Ability to setup bi-directional interfaces with marketing automation apps. Ability to visually display and manage sales process through the pipeline view.

Cons: 3rd party add-on required for bi-directional integrations, but with that said the add-on offers significantly more functionality while still having a lower cost than the next best alternative.

Awesome CRM that is making life so much easier.

Dec 18, 2014
5/5
Overall

Comments: It's Simple - Pipeliner rocks. Our business doubled the very first month we put pipeliner to use! Every deal is now kept up with which allows my sales guys to flow seamlessly through each step of the closing process. The best part is - we haven't even released this thing to its full potential! Again - I definitely recommend.

Pros: Everything about it

Cons: haven't found any

I recommend Pipeliner CRM

Nov 06, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: When I started my startup I needed a CRM focused on sales and had a good view of information flows. After much searching, Pipeliner CRM showed the best sales and marketing software with interactive visualization tools which can monitor all potential customers within the sales funnel in an organized and dynamic way. All the entire sales and marketing professionals I recommend Pipeliner CRM

Paulo Castello.
CEO at Fhinck Business Solutions

Haven't found any cons yet!

Sep 24, 2014
5/5
Overall

Comments: Pipeliner has helped and guided our sales process immensely. We've narrowed down bottle necks and really improved our sales process. We now know when potential new clients are dropping off so we can better focus on steps more important to the client's integration experience.

Pros: Layout of the pipeline, velocity to know how long potential clients are in each step, email integration

Cons: Haven't found any cons yet!

Two Thumbs Up!

May 18, 2013
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: - Intuitive, keeps me on track of all my accounts like never before.
- Awesome Visuals that allow me to see the entire story of all my work
- Drag & Drop features - I think it is the world's first Drag & Drop CRM
- $35/user covers everything, no add-on fees
- Absolutely amazing, exceeded my expectations

Cons: I wish I had discovered this 5 years back, would have made my life a whole lot easier.

Overall: If you want your sales team to really use their CRMs properly, look no further.

Spectacular Visuals - the best darn CRM in the industry today for salesreps, hands down, two thumbs up, amen!

May 17, 2013
5/5
Overall

Comments: If you want your sales teams to actually use a CRM the right way, you should definitely check them out. It truly is designed with the sales rep in mind.

Pros: - Intuitive sales tracking, truly next generation. - Drag & Drop features make updating info a breeze in the park - Highly affordable with no hidden fees for extra features (a big plus for our management budget)

Best sales tracking app

Nov 01, 2012
5/5
Overall

Comments: I really like the main idea behind this product ie. it is a desktop app that synchronizes your changes over the cloud to all your devices. Something like Evernote. It works offline or online like a charm.

Simple and easy to use

Oct 31, 2012
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: I have been using pipeliner for the sole purpose of following my deals/opportunities through the sales pipeline. There is no tool on the market that is as simple to use as this one. It lets me accumulate all the information quickly and I don't have to use Excel anymore. The Outlook integration completes the system and lets me manage my customer information and contacts at the same time. Due to my intensive CRM and sales background I have decided to become a pipeliner partner. The simple implementation of the tool makes it interesting for any company. Of course it is not perfect, but which tool is today. If you can ignore some of the small lack of features, it gives you a perfect overview and summary of your sales pipeline at the click of a button.

Cons: The workflow is not 100% optimal, but pipeliner has made tremendous efforts to improve this since I am a customer. The clicking between screens can become tedious at times, but does not hinder you from your daily work.

Overall: I can recommend this tool to all businesses and individuals who have been through the pain of CRM! The tool really focuses on the essentials when it comes to sales and pipeline management and gets rid of all the unnecessary tasks that sales people are confronted with in everyday life. The interface is top class. What completely made me choose pipeliner is the one of a kind support the company offers. They have really understood to focus on the customer and not themselves.

Fantastic CRM for Sales!

Oct 29, 2012
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: - Easy to use Sales Management Tool
- Local Data, synchronized really smart with cloud database
- Easy configurable Sales Stages
- Great forecasting capabilities
- perfect outlook integration
- excellent Dashboard
- good reporting

Cons: If I find any, I come back and update my review!

Overall: This is really the first Sales CRM Tool thats working for one man shows or small teams up to real big sales organizations. Multiple Teampipelines are easy accessible, Sales Teams can be build, so its able to reflect any given situation.

If you are looking for a sales supporting CRM solution that really helps you and your peers in the daily sales tasks, you should definitely check it out.

Dec 14, 2016
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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