the flexibility that Pipeliner provides is great. It is intuitive to use and easy to learn. We are using the full suite of tools for the most part and looking into more Review collected by and hosted on G2.com.

The products and categories is slightly less flexible; however, Pipeliner support has worked with us to find workarounds and are actively working on making this more flexible Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

the search function only works when the customer's name is spelled absolutely correctly. The search function should give name suggestions. Review collected by and hosted on G2.com.

It is a very simple, intuitive sales tool that helps me keep track of opportunities, prospects, and clients. Keeps things from falling between the cracks. We are a small company with only a few people doing business development so we didn't need something as complex as Salesforce or others. Pipeliner fits most of our needs. Review collected by and hosted on G2.com.

That it only works with a few email clients. Since our company is not on either of the 2 email clients, we can't utilize all the email features. This has honestly caused major issues for us and it just doesn't make sense to me that it would be so limited in this regard. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Pipeliner CRM is a great tool for Sales or vendor relationship businesses where you need to understand where products and customers are in the process. You can create multiple pipelines for different needs or uses, and the best part is you can create dynamic reports. Also, in my planning session this year I was able to incorporate a new tool introduced this year called account health. Pipeliner allowed me to see who I need to focus on and who is sucking my time. More clearly. Review collected by and hosted on G2.com.

Some features make no sense to me, like automation, but that doesn't mean they aren't the greatest for others. In addition, I have different groups of clients so I would like targeted contact cards for each type of client and prospect, but instead I have to create 1 contact card for all, so there are some contacts that just have a lot of empty fields, but love the product. Review collected by and hosted on G2.com.

I enjoy that it provides a friendly interface to manage all of our clients and potential opportunities! We typically use this software with our own internal intranet. Review collected by and hosted on G2.com.

I do wish that there were more "smarts" behind the scenes of the Pipeliner tool to enable better tracking of high and low priority projects without requiring direct changes. Review collected by and hosted on G2.com.

creating tasks is easy and efficient. attaching documents also possible, adding colleagues opportunities are ok to enter and to track progress Review collected by and hosted on G2.com.

the contact platform: difficult to find all details you would like to enter Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Operation is child's play and easy to understand. All essential information can be easily edited and presented. Thanks to the intuitive filter function, we analyze large amounts of data quickly to draw the correct conclusions. Particularly important is the support from Liz Young. Without her help, we would not have been able to switch to operational mode so quickly. Review collected by and hosted on G2.com.

The graphics function could be more customizable. All the rest is fine. Review collected by and hosted on G2.com.

My focus is visiting wholesale accounts. I am building stronger relationships with our customers. Our sales are skyrocketing! Pipeliner provides fields to track the last time I contacted the Account, notes from each visit, action items and follow-up reminders. Reporting features on the health of each account is an essential CRM tool. Pipeliner's reporting features are exceptional. Review collected by and hosted on G2.com.

Pipeliner is starting to charge for features unless you choose the expensive Unlimited option. We have been with them since 2017 and it’s frustrating. Sometimes Pipeliner feels like a start-up company that is challenged to find funding. We had access to the feature Account Health for Key Accounts. Pipeliner turned it off and didn’t tell us. I can no longer access the reporting on Key Accounts. No one likes paying for items they had access to and then are removed. Review collected by and hosted on G2.com.