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Pipeliner CRM

Pipelinersales Corporation

Reviews from AWS customer

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External reviews

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


    Industrial Automation

Powerful CRM

  • May 23, 2022
  • Review provided by G2

What do you like best about the product?
Very intuitive interface for account, contact, and opportunity tracking out of the box. Powerful API for interfacing with our ERP system. Responsive to feature and issue requests.
What do you dislike about the product?
Billing can be unclear as to which features are included for which user levels. Have hit barriers with the reporting tool.
What problems is the product solving and how is that benefiting you?
Provides company-wide visibility into Account information and history in order to provide our Accounts a better experience.
Establish clear Ownership, Action items, and Next Steps to Accounts, Contacts, and Opportunities.
Provide a clear method to triage new Website and other external leads and integrate them into the Sales Workflow.


    Igor E.

Pipeliner is a good help in daily business

  • May 23, 2022
  • Review provided by G2

What do you like best about the product?
Best of all: all accounts, contacts, and opportunities are linked in one program.
What do you dislike about the product?
Sometimes it takes too many steps to create an analysis.
What problems is the product solving and how is that benefiting you?
I can easily track the whole history, even if another user used the account earlier.


    Bettina V.

workable, many clicks needed, quite OK CRM tool

  • May 18, 2022
  • Review provided by G2

What do you like best about the product?
creating tasks is easy and efficient. attaching documents also possible, adding colleagues
opportunities are ok to enter and to track progress
What do you dislike about the product?
the contact platform: difficult to find all details you would like to enter
What problems is the product solving and how is that benefiting you?
good platform to store sales details and contact information, to enter and track offers, to store visit reports


    Yasmine J.

Improve your results in your campaign through this CRM.

  • April 29, 2022
  • Review provided by G2

What do you like best about the product?
I consider that Pipeliner CRM is an authentic service to help improve sales since it allows and has a wide range of functions with magnificent characteristics, which are: Pipeline analysis where it allows you to see an instant reading and that makes it possible to intervene to advise instead of selling, it offers exclusive sales files for the archives since it saves all the data, study evaluation and its processes carried out at the time of sales and has extremely well-developed support that responds instantly to any questions about the service and solves problems quickly and efficientently.
What do you dislike about the product?
We dislike a bit is the voice indication function which is responsible for indicating the tasks and scheduled dates on events and meetings among others, it has a problem which usually falls and the voice is not heard due to audio problems in the function I hope they can solve this complication since it is a nuisance because time is wasted and it does not indicate the saved tasks on certain occasions.
What problems is the product solving and how is that benefiting you?
We use this service as functionality to analyze sales, manage sales and personalize them as it offers us to design channels and partner management, design our database and design advertising graphics, which attracts better proposals and ideas and help to obtain more users when visualizing the sale of the product, we also use it as a tool to generate profiles of potential clients where it allows us to see the characteristics of each one of them and compare their analyzes which is a very striking use since it allows you to have better relationships with potential customers.
Recommendations to others considering the product:
I recommend this system as a tool to help you manage your sales and relationships with potential customers as it offers you a setup where you can research and collect all the data from both customers and sales allows you to view, their review, sales processes and knowing which client can offer you better relations in the commercial part, which is an incredible service since this will help increase your profits and obyain more clients when selling your products.


    Plastics

the way we use it is probably not optimized but this way it is not efficient

  • April 27, 2022
  • Review provided by G2

What do you like best about the product?
The lead control is great and keeps track of loose ideas. Also the permanent portfolio overview helps
What do you dislike about the product?
multiple inserts of company details and inflexibility of adjustment of the system to certain needs
What problems is the product solving and how is that benefiting you?
Making sales independent of people and increasing efficiency for replacements and successors


    Wilma T.

CRM System - Pipeliner

  • April 25, 2022
  • Review provided by G2

What do you like best about the product?
it is a good tool to gather information about current and potential customers as well as existing and new projects. It gives a good overview and can be accessed to all users in the company
What do you dislike about the product?
the search function only works when the customer's name is spelled absolutely correctly. The search function should give name suggestions.
What problems is the product solving and how is that benefiting you?
it creates a sales funnel and gives an overview of current and new business projects. It helps you to keep track and follow up more easily


    Packaging and Containers

Very good CRM system

  • April 25, 2022
  • Review provided by G2

What do you like best about the product?
Task Management is a very good help in everyday sales management to avoid forgetting any open tasks or leads to qualify.
What do you dislike about the product?
Evaluations and diagram creation is not very easy.
What problems is the product solving and how is that benefiting you?
Pipeliner helps to not forget any open tasks and reminds me of asking for feedback on open quotes and new leads.


    Darshan M.

User experience review for Pipeliner CRM

  • April 19, 2022
  • Review provided by G2

What do you like best about the product?
It is the best tool justifying cloud for customer requirements from Prospect entry till project execution. It is basically data management tool helping us to keep data at one place which can be accessed at any stage of Sales Cycle.
What do you dislike about the product?
There is nothing found to dislike for this wonderful sales tool.
No remarks on improper working.
This product is serving best of requirements according to me for sales professionals.
Adds to overall increase in efficiency and productivity.
What problems is the product solving and how is that benefiting you?
Problems of single point data cloud for customer's lead management, opportunity conversion, project management got solved using this amazing tool.
Helps to forecast pipeline orders and driving company's sales growth.
It definitely increased my performance and productivity.


    Construction

Original features are great. And more keep coming.

  • March 30, 2022
  • Review provided by G2

What do you like best about the product?
I use Pipeliner as a basic CRM to manage contacts/accounts and like the easily customizable fields. Newly developed features that I utilize are Mass Email Tracking and Rich Text formatting. Knowing if a customer opened an important communication mitigates concern that the information wasn’t received. I can focus quickly on key points in my notes using text formatting items like bold and underline. Whatever saves time, saves money.
What do you dislike about the product?
Many new features are being added only to the expensive Unlimited plan or at additional cost for other plans. Paying for extra features pushes the cost per user in line with more vetted and powerful CRM competitors. The simple search feature I use every day to find contacts does not provide results in alphabetical order. The results appear in any order and it’s a pain to scroll through a list of over 100 items looking for the searched item. Makes no sense why search results are randomly listed.
What problems is the product solving and how is that benefiting you?
My company wanted to manage contacts and attempt to move to a paperless system. Pipeliner helped with contact sharing but not with document management.


    James A.

Lovely platform and very user-friendly!!!

  • March 24, 2022
  • Review provided by G2

What do you like best about the product?
Pipeliner CRM is an extraordinary apparatus for Sales or merchant relationship organizations where you really want to comprehend where items and clients are all the while. Without her assistance, we could not have possibly had the option to change to functional mode so rapidly. I'm building more grounded associations with our clients.
What do you dislike about the product?
Pipeliner is beginning to charge for highlights except if you pick the costly Unlimited choice. Shockingly, Pipeliner anticipates that clients should look at pages of results to observe the thing in list items.
What problems is the product solving and how is that benefiting you?
Zeroing in on the most productive deals potential open doors is the way to solid deals. As we develop our group and our pipeline, we are anticipating the inherent investigation Pipeliner offers.