Opiniones de Pipeliner CRM

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.

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

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.

Keeping track of opportunities, seeing what you have on the go.

Like anything new you have to practice to get to know it. I have used other CRM so I had some experience with it.

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

Lots of software updates means sales downtime

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.

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 CRM has a very intuitive user interface.

The reporting is not intuitive as I would like.

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.

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.

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!

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

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!

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.

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

I tried other CRM like MS Dynamics etc, and you need a full-time IT staff to install and manage, which as a small business, we cannot afford. Pipeliner is packed with features up and running in a few hours instead of days. The user interface is very visual and easily customizable with various views along with the drag and drop feature within the Opportunity Pipeliner. The software is constantly being updated wtih new and powerful features which has really added immense value to our business. We have recenly integrated Pipeliner iwth our Accounting software and it has been great. Additionally their support staff are very quick to respond and resolve any issues that may arise. Overall Pipeliner is very easy to use but packs a whole lot of powerful features

Very happy so far with Pipeliner CRM so nothing to write here.

Pipeliner CRM system is visual in nature which makes it easy to navigate from one section or component to another such as from leads to opportunities, or even within the same component .I also like the inclusion of leading indicators which make it possible to simulate future team performance if the team continues on the same track.

Pipeliner CRM system is generally a good software but they could improve on making it easier to add notes when creating leads for additional things to consider along the sales processes to ensure the sale is concluded in a timely manner.

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...

It is an easy access and easy to handle. Support is good, but the integration with internal other software is not deplyoed with us

I finf the multiple typing of account names in leads, opportunaties and accounts is too often.

the system is easy to use. All relevant data about customers can be entered. The info can be viewed / shared with colleagues

customers name has to be spelled correctly otherwise it is not found. The search option should be improved

Pipeliner has made the system intuitive for admins and easy for users, this helps with adoption.

Pipeliner doesn't have the same level of customization ability as other CRM's out of the box.

Job search feature and the ability to upload emails to documents. Has allowed us to track our jobs better

Document file size is too small. Calendar invite feature is spotty it will sometimes drop people off and not send the email.

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.

User friendly and easy to train employees on

Syncing but that is not needed on the cloud version

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.

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

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.

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

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.

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.