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Pipeliner CRM Reviews

User Rating

4.7/5 (Based on 159 Ratings)

Rating Distribution

  • Excellent

    75.5%
  • Very Good

    19.5%
  • Average

    5%
  • Poor

    0%
  • Terrible

    0%

User Sentiments

User-Friendly Interface, Visual Sales Pipeline, Extensive Reporting Capabilities, Extensive Integrations

Mobile App Limitations, Occasional Software Issues, Limited Email Client Integration, Lack of Email Templates

Do You Use Pipeliner CRM?

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Review Summary

Pipeliner CRM, a sales pipeline management tool, receives mixed reviews from users. Some praise its user-friendly interface, customizable features, and ability to streamline sales processes, leading to increased productivity. Others criticize its limited reporting capabilities, occasional technical glitches, and lack of advanced features found in competing products. The overall consensus is that Pipeliner CRM is a solid choice for small businesses and startups seeking a user-friendly and affordable CRM solution, but larger enterprises may require more comprehensive software.

Pros

  • Easy to use interface and intuitive design, enabling quick onboarding and effortless navigation.
  • Robust reporting and analytics capabilities provide valuable insights and enhance decisionmaking.
  • Effective lead management and tracking features improve sales pipeline visibility and conversion rates.
  • Native mobile app ensures seamless remote access and uninterrupted productivity.

Cons

  • Limited customization options may restrict tailoring the platform to specific business needs.
  • Occasional performance issues and glitches can hinder seamless workflow and impede productivity.
  • Steep learning curve for advanced features might require additional training or resources.
  • Limited integrations with thirdparty applications may hinder seamless data exchange and workflow automation.

AI-Generated from the text of User Reviews

Reviews
AU

Anonymous User

November 1, 2023 Source: G2.com
"A Dynamic sales force at your fingertips"
What do you like best about Pipeliner CRM?

Pipeliner has ease of access, online/offline, regardless of your network coverage, you can stay on top of your game. The mobile app allows you to enquire your business, monitor sales and get reports wherever you are

What do you dislike about Pipeliner CRM?

There is nothing to dislike, pipeliner is pure genius

Recommendations to others considering Pipeliner CRM:

The best, the easiest and safest for any business. Sign up today, for an increased revenue tomorrow.

What problems is Pipeliner CRM solving and how is that benefiting you?

I am still in the beginner stages of my online media company. It's a one woman band, I was stuck in a rut for a while ( everything felt as if it was going at a snails pace) then I started applying what I am learning in the module and my sales are progressing rapidly.

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JK

Jesse K

June 6, 2023 Source: G2.com
"Love Pipeliner"
What do you like best about Pipeliner CRM?

The dynamic views for data are unparalleled, along with the extensive customization options, which is a must for our organization as we deal with many niche industries.

What do you dislike about Pipeliner CRM?

Honestly, thus far, we have no real complaints about Pipeliner CRM. Their support is top-notch, the software is intuitive and rich, and the user interface is one of the most aesthetically pleasing that I've come across.

What problems is Pipeliner CRM solving and how is that benefiting you?

Pipeliner is assisting with our customer relationships, AI assistance, Sequencing and more. Our organization's productivity has risen ten-fold thanks to our ability to oversee, forecast, and view custom reports.

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AE

Anthony E

June 6, 2023 Source: G2.com
"Great tool for managing prospect flow"
What do you like best about Pipeliner CRM?

The UI is seamless, automation and AI included, easily track potential customers

What do you dislike about Pipeliner CRM?

Nothing that I can think of. Pipeliner has helped make my team more efficient

What problems is Pipeliner CRM solving and how is that benefiting you?

Ease of the system makes onboarding a breeze. Easy to stay on top of prospects resulting in more won deals

Read more
CF

Caylee F

June 6, 2023 Source: G2.com
"Pipeliner is an awesome CRM system to help me manage my business."
What do you like best about Pipeliner CRM?

I love the ability to manage my team's data in a really organized fashion. Automation is also beneficial!

What do you dislike about Pipeliner CRM?

There is no real insight into how to create custom reports for specific needs

What problems is Pipeliner CRM solving and how is that benefiting you?

Pipeline help me significantly with Sales Performance Management - it allows me to see how my team is doing on a daily basis all the way up to a yearly basis if needed.

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AU

Anonymous User

June 6, 2023 Source: G2.com
"Sales Manager"
What do you like best about Pipeliner CRM?

Pipeliner is great. Easy to use. The flow is great.

What do you dislike about Pipeliner CRM?

Nothing really. It works just fine for my needs

What problems is Pipeliner CRM solving and how is that benefiting you?

it helps us keep organized.

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QA

Qalid A

June 5, 2023 Source: G2.com
"Very easy and nice to use"
What do you like best about Pipeliner CRM?

The way to use it ver efficient. The resources as well

What do you dislike about Pipeliner CRM?

Nothing at all I love pipeliner. Great crm

What problems is Pipeliner CRM solving and how is that benefiting you?

Everything

Read more
GF

Gabe F

June 5, 2023 Source: G2.com
"Pipeliner CRM"
What do you like best about Pipeliner CRM?

Ease of use with the ability to integrate while coming at a great price.

What do you dislike about Pipeliner CRM?

There are so many features that it can take a while to discover them all.

What problems is Pipeliner CRM solving and how is that benefiting you?

Pipeliner makes the recording of data and analytics so easy.

Read more
AU

Anonymous User

June 5, 2023 Source: G2.com
"Pipeliner Makes Tracking Opps Easy!"
What do you like best about Pipeliner CRM?

Using Pipeliner to track my opportunities and create intuitive, user-friendly steps to automate the process so I don't forget to reach back out!

What do you dislike about Pipeliner CRM?

Pipeliner has so many useful features, it might seem overwhelming at first. But using the Knowledge Base (accessible right from your pipeline) you can look up how to do any sort of customization, reporting, or input you would need.

What problems is Pipeliner CRM solving and how is that benefiting you?

Pipeliner helps me set up processes that automate my responses and touchpoints. Following along the to-do tasks is incredibly straightforward, and allows quick insight into account details just by hovering. My team and boss can follow along with an account's progress and keep eveyone kept up with qualifying tasks along the way.

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AU

Anonymous User

June 5, 2023 Source: G2.com
"Best Alternative to Salesforce & HubSpot"
What do you like best about Pipeliner CRM?

This CRM product is intuitive, made for sales, and does not take nearly the time required to get a new employee set up compared to Salesforce. Setting up the instance with your existing software is also straightforward, which usually takes an integration team when using other products.

What do you dislike about Pipeliner CRM?

If you compare all the features, you have way more than HubSpot, but less than Salesforce. This is understandable because the price per seat is not comparable to Salesforece. By far the best value per seat.

What problems is Pipeliner CRM solving and how is that benefiting you?

Pipeliner solves the sales tracking problem and keeps the sales team engaged. This does a great job of letting the team know we are looking for results without the necessity to add tasks manually. The sales team sees this as a tool in their process and provides the management team high-level data to make decisions.

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AU

Anonymous User

June 5, 2023 Source: G2.com
"Incredible"
What do you like best about Pipeliner CRM?

Visual interface, AI, automation, and ease of use.

What do you dislike about Pipeliner CRM?

There is nothing that I dislike about Pipeliner.

What problems is Pipeliner CRM solving and how is that benefiting you?

Keeping pipeline accurate and up to date. Not loosing out on deals.

Read more

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