Pipeliner CRM is a customer relationship management software custom-made for sales & accounting management. It has a unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. Users can customize the platform to fit their needs, and the visual approach & uniform navigation drives a faster ROI and high adoption rates.
The CRM software stands out in its category because it provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Furthermore, it offers a powerful reporting engine that allows users to generate reports from any view or area in the system. For example, users can create any report type using Dashboards, Pivot Tables, Forecast, or Quota.
Some of the features worth mentioning are Relationship Maps, Account Matrix, White Space, Org Charts, Lead Management, Pipeline Management, Contact Management, Visual Buying Center, Archive, Project Engine, Sales Reports, Built-in Automation Engine, Administration Panel, Multiple Views, Feeds Section, and an App Integration Marketplace.
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Users love the visual representation of the pipeline in Pipeliner CRM and the ease of using drag-and-drop for opportunities. They also recognize that it’s easy to progress leads and that the interface is simple to navigate.
Lead Management Creating, qualifying, and managing leads is another strength of this CRM. It allows users to score and rank for lead conversion and manage contacts across multiple pipelines.
Several users noted how the customer support and technical service were fast and able to resolve issues, especially when adapting the software to their business-specific needs.
Pipeliner CRM boasts great customization features to best fit the user’s business needs and integrates seamlessly with third-party software to improve the user’s experience.
Some users complain about the API because it doesn’t offer developers enough options or has duplication issues. This can create problems when developing custom applications.
Some users think that the 30 MB file size limit for document files is a drawback and that the absence of subfolders worsens document organization.
Some users complain about the CRM’s general search functionality, specifically its ability to find contacts. Since the search results are not displayed in alphabetical order, it becomes difficult to sort through them.
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