• Name: Lynn J.
    Job Title: Marketing Specialist
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 5,000 - 9,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Effective Tool for Customer Relations and Management

    Date: Feb 01 2021

    Summary: Pipeliner CRM brings customers close to the company, and this ensures that they get maximum satisfaction. Also, Pipeliner CRM helps in spreading the most important information to the respective persons.

    Positive: Pipeliner CRM has unique way for managing the details and the contacts of the customers. Also, there is successful marketing procedures which foster sales.

    Negative: Pipeliner CRM requires some enough subscription amount, that might be a challenge to some users. Nonetheless, in terms of CRM, the program is perfect.

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    1 user found this review useful.
  • Name: Nsamwa N.
    Job Title: Sales person
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The worlds most visual CRM

    Date: Jan 30 2021

    Summary: Pipeliner is the world's most visual CRM, with sales friendly interface, simple, non-tech administration, integration with everything, and instant dynamic reporting, plus the mobile app is built-in with AI.

    Positive: It's easy to learn and use.
    The awesome tech has a development environment, meaning it is poised to move to the future.
    And you don't have to worry about security, it has all the security protocols and it is ahead of the US GDPR compliant.

    Negative: everything about Pipeliner CRM is awesome! It was built by salespeople and used by salespeople, the only salesperson knows better the challenges we face so Pipeliner CRM is the best.

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  • Name: Andrew A.
    Job Title: Sales Director
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great CRM

    Date: Jan 28 2021

    Summary: Great application. Very sales friendly and sales focused with right amount of marketing features. Mobile app a must have.

    Positive: User friendly, easy to learn and use application, wide unique features, makes data input fast and seamless.
    Mobile app is attractive and great to use. With voice to text feature.

    Negative: Array of Features may overwhelm a small organization.

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    1 user found this review useful.
  • Name: Romeo G.
    Job Title: Managing
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Admin

    Date: Jan 28 2021

    Summary: My experience with Pipeliner CRM is good.
    I can't complain.
    What I like more about Pipeliner CRM it's because it's AI (Artificial Intelligence).

    Positive: • Sales Document Management
    • Geolocation
    • Bulk Update Feature
    • History Log: Tracking Changed Data In CRM
    • Auto-Profiling: Saving Hours of Admin Work

    Negative: Everything is perfect about Pipeliner CRM.

    Pipeliner CRM, the best CRM on the market.

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  • Name: PIUS T.
    Job Title: SALESPERSON
    Length of product use: Free Trial
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    THE BEST SALES SOFTWARE

    Edited: Feb 10 2021

    Summary: PIPELINER CRM is easy to navigate, offers integrations to communication such as Gmail and outlook as well as departments like accounting and marketing are integrated to this CRM.

    Positive: PIPELINER CRM is the most virtual CRM as well as the most sales-friendly interface as such its easy to navigate.

    Negative: It's not well known in the market, most crm's utilized in many companies in the world currently cannot be compared to PIPELINER CRM.

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    1 user found this review useful.
  • Name: Katende M.
    Job Title: Business Development Manager
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    CRM for Sales

    Date: Jan 22 2021

    Summary: Pipeliner CRM has improved sales operations in my organization beyond our imaginations. It is user-friendly, and integrates with almost everything seamlessly.

    Positive: As a salesperson, what I like most about Pipeliner CRM is the Automatizer, with the Automatizer, you can automate:

    Emails
    Follow-ups
    Reminders
    Activities for co-workers
    And much, much more


    This allows me to focus on high-value activities!

    Negative: Although the solution integrates with gmail seamless, I suggest they also include yahoo.

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    1 user found this review useful.
  • Name: Ylia A.
    Job Title: Project Manager
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Excellent business management with potential clients in our real estate company.

    Date: Sep 21 2022

    Summary: Pipeliner CRM has been able to enhance all of our company's CRM, making it possible for our clients to have greater satisfaction when negotiating with us. This platform is capable of receiving all kinds of requests from new potential clients obtained from social networks or of some advertising campaign, immediately receives the request of the potential client to register it in that system in an automated way, that platform has provided a fairly good experience, since it arrived at our company it has greatly improved the quality of our negotiations, providing a system that did not serve much to give primary attention to potential customers. I really loved the entire platform, I have no complaints as it has behaved excellently, I have been very comfortable using it and managing each of the negotiations of our real estate company.

    Positive: Pipeliner gives us extensive administration of each of the sales and negotiations that are taking place around our company, one of the main things that I like about this platform is that it allows us to import a large number of customer contacts, In this way, to start using this platform on a new computer, all you have to do is import the list of contacts of our clients to start serving each one of them with the negotiations. Another thing that I like about this platform is that it allows you to view the number of negotiations that are taking place within your company, from the main panel you can see the number of negotiations that are taking place, you can see the progress of each of them and can know if there is any message pending to be read in any negotiation. Finally, I also loved how seamlessly this platform that allows me to communicate with customers, I can serve customers through Live Chat, sending email, calling the customer and many other ways, this diversity in the communication helps you to interact with the client and convince him to review the entire deal with us.

    Negative: It never presented any type of failure with this CRM service, since it arrived at our company it has brought very positive results, in addition, all the functions of administration of negotiations, registration of new potential clients, predictive visualization of statistics and much more are have behaved positively. I hope that this platform continues to behave like this, in addition, I have also been happy with the prices that we have acquired, and extremely satisfied with the support team that has touched us, since it has helped us throughout the journey of the platform.

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  • Name: Ana G.
    Job Title: Sales Director
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Very complete platform to automate the sales process and online negotiations.

    Date: Sep 07 2022

    Summary: Pipeliner CRM is a software that is very worthwhile to be used within any business environment, I recommend it if you have any doubts as it will help you improve the amount of sales you have within your company, as well as allow you to automate the negotiation process with potential clients, taking immediate actions depending on the request of each client. I loved the experience I had with this platform, previously we had to do all the negotiations manually and physically, thanks to the platform we have been able to do everything online, communicating with other clients online and keeping track of it, in addition, with this platform we have been able to have a consecutive monitoring of all the negotiations that are taking place within our company, we are a real estate company with a lot of negotiations every day, and this platform has been key to taking control of each negotiation, knowing if a property has been sold or if the client is requesting information on a specific property. I loved the experience gained with this platform and will continue to use it for the long term.

    Positive: Pipeliner is an excellent service to have a corresponding control of each of the sales that you make within your company, with the help of this platform you will be able to optimize and automate the period of sales and negotiations within your company, if you are a company that receives many negotiations on a daily basis, is the best option to consider. The things I liked the most were:

    - This platform has this negotiation automation system, that means that every time the client requests something during the negotiation, they can configure it so that the platform performs some action in an automated manner, this automation process helps to finalize negotiations of much faster, for example, if the client requests some information, the platform will be sent automatically and saves a lot of manual work.

    - Another thing that I like about this platform is that it has an excellent integration with the campaign system, in this way I can transfer everything that is potential that I obtain from the advertising campaign to our CRM system, this integration helps a lot to transfer customers immediately without the need for a complex process.

    - With the help of this platform you will be able to see all the negotiations in progress, you will be able to know which sales agent of your company is attending a specific negotiation, this function is very important and helps to closely monitor the base of the negotiations in real time .

    - Another of the things that I love about this platform is that every time the client requests something during the negotiation, they receive immediate notifications within all your devices and within your associated email, this notifications and alerts system helps to attend to the customers immediately when they request something specific.

    Negative: Pipeliner is an excellent software to optimize the sales process of your company, however I have also noticed several negative things about this software, such as:

    - One of the main negative things about this software is that it takes a long time to import a list of contacts, when importing a list of contacts of your potential client registered in your system, the process takes a long time, never before I had used a CRM platform that took so long in my portal the list of contacts that I had previously registered.

    - Another of the negative things about this platform is that it does not allow you to make a direct call from the platform to a client with whom you are having a negotiation, so if you try to communicate with a client you will have to do it outside the platform, with any third party means.

    - The prices of this platform may be a bit high for some companies, I recommend that it be used within small companies since it could affect their capitalization due to the high cost of the tools.

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  • Name: Maria G.
    Job Title: Software Engineer
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Stability when generating sales and a fairly automated process to strengthen negotiations.

    Date: Jul 18 2022

    Summary: Pipeliner has been a key platform to develop a correct negotiation process within this company, previously, it was quite complex to negotiate physically, currently, negotiations are carried out online thanks to this platform, we have constant communication with each one of the clients and we can carry out the negotiation process in record time. Currently, within this platform it is necessary to integrate a call system, in which we can call customers directly from the platform, and we can communicate with them more easily by calling. The general experience provided by this platform has been positive at all times, as I mentioned previously, we have no complaints about it, it has always provided an effective system to develop short and long-term sales.

    Positive: Pipeliner offers one of the best CRM systems today, its general interface is quite comfortable to work with and allows you to see all the graphs and the progress of sales that have occurred within the company. The first feature that I like is that all the sales information is updated in real time, in this way you can monitor the progress that each of the negotiations is having and you can know exactly how the negotiations of your sales agents are going. . I also like the fact that you have an integrated chat system, in which you can communicate with the client and continue the negotiation through this medium, another thing that I like is that it has a database of contacts, in this way In this way, you can register everything you feel you currently have, to contract with them much more easily and to be able to have a correct administration of the negotiation that you have with each one of them. Finally, I must mention that I love the integration that this system has with the social networks and the e-mail marketing system that we currently use, because we can transfer all the pending that we have from those media to our CRM platform, it is quite an easy process.

    Negative: I have not had any setbacks with this CRM platform, I admit that this platform has been key to developing a correct negotiation process with all clients, I am satisfied with the results because it has made our sales benefit on a large scale, the communication with all the clients the trading process has always been stable with the help of this platform, I do not have any type of complaints because I am with the general functions nor with the fee that we are paying to use this platform.

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  • Name: Robert B.
    Job Title: Human Resources Leader
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Pipeliner CRM is the best choice for email marketing

    Edited: Mar 19 2021

    Summary: Pipeliner CRM offers an easy to use platform and even provided us with a super crisp template. Every time I email, chat or call, they offer their help instantly with any issues we have and they do it with fantastic customer service. It's a very efficient tool. I have no design experience, the professional designers at Pipeliner CRM were able to create a template for me that matched the company branding. My contacts and images were moved and the template was created before I logged into the system for the first time. The designer taught me how to use the editor and now I can quickly create emails on my own. Pipeliner CRM AI is great, I no longer need to question whether I am sending an email at the right time.

    Positive: The platform offers us all the strategies in a simple way and with the tranquility that will not come with problems when it comes to carry it out. They allow us to optimize all the campaigns we have to get the best results in our company, performing in detail the statistics made available to us, in this way we can evaluate it after each campaign we designed, it shows us from what type of device was seen and whether or not they accessed the content we offered in the emails, this software is really very efficient.

    Negative: They do not offer a predetermined format with which to facilitate our work and save us time when developing a campaign, it lacks more sources at the time of creating the email. The interface is a bit complicated at the time of finding out how it works, so it takes some time, it should be more intuitive.

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  • Name: Junaid A.
    Job Title: Front End Developer
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Scalable And Visual CRM.

    Date: Feb 23 2021

    Summary: Overall, Pipeliner CRM helps you to gain visibility in your sales process. It has lots of features but it is not very user-friendly.

    Positive: -It is very easy to customize and individualize the tool.
    -It is available both on desktop and smartphone.
    -There are lots of useful features like - voice to text, latest sales information, scan business cards, etc.

    Negative: -It is not user-friendly to use.
    -Customer Support is not fast.

    Read More...