Pipeliner CRM Erfahrungen

Pipeliner has made complexity "simple". The total cost of ownership (TCO) is low because the admin portal is easily managed and customized by our team without expensive interaction with the provider. The User Interface is intuitive and visual. The drag and drop feature is fantastic.

Some of the features lack depth. Search results are not alphabetical order which is inefficient and frustrating. Our industry is document heavy and there is no folder management. Also, the system will not allow documents larger than 30MB. We are in the construction industry and not able to upload architectural plans. Bulk updates are designed around Primary Contacts and we have to manually re-link opportunities when a contact that was not Primary leaves their job. Sometimes that requires manually re-linking up to 500 opportunities.

It is the CRM our company uses. Helps us manage leads, opportunities and pipeline.

Requires additional support just to allow system to provide valid data for number of leads inputted and date inputted.

It was not hard to get my head around Pipeliner CRM. After a few hours of usage, you would think I was a pro. Navigation is also super easy.

I wish we could integrate more third party add-ons onto the CRM and this is a huge disadvantage for us.

they gave me exceptional customer support as part of my free trial, very helpful explained how it works and how it would help me manage my sales workflow

it wasn't clear to me what the advantage was in leveraging their tool vs any other. while it works great there isn't anything unique aside from the service

Pipeline is very intuitive, easy to learn and administrate. It incorporates ADD-ONs such as web clipper or ADD-ONs that allow interaction with most of email managers such as Gmail, Outlook, etc., which avoids the use of multiple platforms and applications to manage customers, make an email, create leads, create customer accounts, archive exchanges etc ...
Pipeliner CRM creates a dedicated customer area that allows the sales person to access all the information related to the deal, such as emails to the customer, documents exchanged, programmed activities, people to contact within the company, etc. this on the same interface.
• You can really make a good sales decision,
• Imagine a sales person resigning! All the necessary information for the follow-up of its deals are at your disposal.
Pipeliner navigation panel give an overview of the business situation. it's gives out the level of progression vis-à-vis the global target, the agenda, suggest new potential business.

In addition to being a CRM web base, the mobile application allows to have all the necessary support for the sale even in the field. You can track sales, see deals evolution, manage your calendar and even send emails without being in the office.
The voice command of the mobile application of the Pipeliner CRM is the most. You can send mails, SMS, and even make call only by voice command.

The many down side of the Pipeliner CRM is that software usage language and support is only in english. This will be blocking point for businesses with other working languages such as French etc...

The visual features of Pipeliner make it so easy to use. Color codes, flags and steps make managing the pipeline easy.

Setting up the initial space for our team was a learning process. but once that was done the rest has been a breeze.

I love the mobile app and computer interface. I like the automatic call log feature it makes it easy to keep and track info in an even more efficient manner.

Price. Although they are still in line with all the other competitive products. I t still seem expensive. especially if you have multiple users it really starts to add up quickly

It is easy to follow the progression and tracking of all our jobs
Great way for us to track our customers

The limit to document size
The limit to characters you can add to the notes field

We use it for projects and project bid tracking and is a great CRM for allowing us to manage the process and documents

Not having the ability to use subfolders for uploading documents. That you cannot upload files larger than 30MB

the flexibility is the best feature of Pipeliner CRM. It is easy to modify and adjust as business needs change

Products and Categories flexibility is still being improved. Some improved report and graphical data representations would be nice

When we opens tickets, Pipeliner tech support immediately responds. We are in Pipeliner all day tracking sales, adding opportunities, managing contacts and accounts. I provide technical support for our customers and appreciate the excellent support that Pipeliner provides for it's customers.

When problems arise, especially in web-based software, is can shut us down. Occasionally Pipeliner will freeze or respond extremely slowly. When we contact technical support, they usually reply that they are working on their servers.

Collection of a lot of information per customer at first glance

Results of the search function are sometimes confusing

Task tracking

Minimal information on the task icons.

It is an easy to use software that gives a quick overview about sales status and development

The graphic function for reports could be improved.

Pipeliner has a great interface and the way they track opportunities is easy to follow. You can set up a separate pipeline for every type of opportunity or customer touch point you want to track.

Migrating to Cloud based was a little difficult and cumbersome