Generated from real user reviews
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Verified User
Small-Business (50 or fewer emp.)
5.0/5
"Totally Customizable CRM That Does So Much More"
What do you like about Coevera?
Pipeliner is a totally customizable CRM that does so much more than our former CRM. Service has been excellent, starting with Liz and going down to th
Sanket P.
Small-Business (50 or fewer emp.)
5.0/5
"Intuitive, Visual CRM That Simplifies Sales Management"
What do you like about Coevera?
What I like most about Pipeliner CRM is how visual and clear it feels. The sales pipeline is easy to understand, and I can quickly see where each deal
See Related User Reviews
Sanket P.
Small-Business (50 or fewer emp.)
5.0/5
"Intuitive, Visual CRM That Simplifies Sales Management"
What do you like about Coevera?
What I like most about Pipeliner CRM is how visual and clear it feels. The sales pipeline is easy to understand, and I can quickly see where each deal
Sanjuktha B.
Small-Business (50 or fewer emp.)
1.5/5
"Needs Better Scalability and Document Management for Large Organizations"
What do you like about Coevera?
Since my role involves lead generation as the key aspect, I would use this to help me streamline my leads and make them more productive. It has helped
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Verified User
Small-Business (50 or fewer emp.)
5.0/5
"Totally Customizable CRM That Does So Much More"
What do you like about Coevera?
Pipeliner is a totally customizable CRM that does so much more than our former CRM. Service has been excellent, starting with Liz and going down to th
Sanket P.
Small-Business (50 or fewer emp.)
5.0/5
"Intuitive, Visual CRM That Simplifies Sales Management"
What do you like about Coevera?
What I like most about Pipeliner CRM is how visual and clear it feels. The sales pipeline is easy to understand, and I can quickly see where each deal
See Related User Reviews
Sanket P.
Small-Business (50 or fewer emp.)
5.0/5
"Intuitive, Visual CRM That Simplifies Sales Management"
What do you like about Coevera?
What I like most about Pipeliner CRM is how visual and clear it feels. The sales pipeline is easy to understand, and I can quickly see where each deal
Verified User
Mid-Market (51-1000 emp.)
4.5/5
"A clear visibility platform for smart sales"
What do you like about Coevera?
Is easy to learn and use in such that it user friendly interface that makes it easier to navigate
See Related User Reviews
Sanket P.
Small-Business (50 or fewer emp.)
5.0/5
"Intuitive, Visual CRM That Simplifies Sales Management"
What do you like about Coevera?
What I like most about Pipeliner CRM is how visual and clear it feels. The sales pipeline is easy to understand, and I can quickly see where each deal
Verified User
Mid-Market (51-1000 emp.)
4.5/5
"A clear visibility platform for smart sales"
What do you like about Coevera?
Is easy to learn and use in such that it user friendly interface that makes it easier to navigate
See Related User Reviews
Sanket P.
Small-Business (50 or fewer emp.)
5.0/5
"Intuitive, Visual CRM That Simplifies Sales Management"
What do you dislike about Coevera?
One thing I don't like is that advanced customization can feel limited. If a business has very complex workflows, it may need workarounds. The reporti
Verified User
Mid-Market (51-1000 emp.)
4.5/5
"A powerful visual CRM solution"
What do you dislike about Coevera?
Some of it advanced tool for customization options that are not intuitive immediately
See Related User Reviews
Verified User
Small-Business (50 or fewer emp.)
5.0/5
"Totally Customizable CRM That Does So Much More"
What do you dislike about Coevera?
The cost is a bit steep, but it's easy to add or remove licenses.
Verified User
Mid-Market (51-1000 emp.)
4.5/5
"A clear visibility platform for smart sales"
What do you dislike about Coevera?
The high cost that is relatively expensive especially for small businesses
See Related User Reviews
Sanket P.
Small-Business (50 or fewer emp.)
5.0/5
"Intuitive, Visual CRM That Simplifies Sales Management"
What do you dislike about Coevera?
One thing I don't like is that advanced customization can feel limited. If a business has very complex workflows, it may need workarounds. The reporti
Sanjuktha B.
Small-Business (50 or fewer emp.)
1.5/5
"Needs Better Scalability and Document Management for Large Organizations"
What do you dislike about Coevera?
It is not able to handle the functions for a large scaled organisation, making it difficult to deploy. Since there are limited customisation and docum
See Related User Reviews
Verified User
Mid-Market (51-1000 emp.)
5.0/5
"Boost your sales pipeline with pipeliner"
What do you dislike about Coevera?
It limited integration with other tools and apps
Anthony R.
Small-Business (50 or fewer emp.)
4.0/5
"A Visual and User-Friendly CRM That Keeps Teams Organized"
What do you dislike about Coevera?
The learning curve can be steep at first because of the many features, and some integrations with third-party tools aren’t as seamless as I would like
See Related User Reviews
Nihar Ranjan M.
Small-Business (50 or fewer emp.)
4.0/5
"Clear Visual Pipeline Makes Sales Tracking Effortless"
What do you dislike about Coevera?
Some features feel a bit complex at first, and customizing certain views can take more time than expected.
Mpho S.
Mid-Market (51-1000 emp.)
5.0/5
"User-friendly and efficient CRM tool"
What do you dislike about Coevera?
Although the system is powerful, it can take some time to learn all the features, especially for new users. The mobile app could also be improved to m
Easy to navigate and work with. Nice graphics Review collected by and hosted on G2.com.
I don't like the service. There seems to be no real commitment to address my needs and when I state them the reaction has been very condescending. Review collected by and hosted on G2.com.
I enjoy having my sales organized this way I can move easily from one screen to another Review collected by and hosted on G2.com.
A bit time consuming. No complete has more than I need Review collected by and hosted on G2.com.
Simple visuals. Easily customized and managed. Review collected by and hosted on G2.com.
Search results are not in alphabetical order. It is time-consuming and frustrating to scroll through 50-100 search results looking for the item. Review collected by and hosted on G2.com.
The ease of drag/drop and the visual appearance. Also the Outlook integration. Review collected by and hosted on G2.com.
Not much but maybe switching sections for admin tasks Review collected by and hosted on G2.com.
Thanks, George, for highlighting our integrations.
Simple to use. Intuitive. Easy for anyone within a company to use. Review collected by and hosted on G2.com.
Features formerly included in simple pricing now are extra Review collected by and hosted on G2.com.
Contact Management. Easy to share contacts company wide. Excellent functionality linking contacts/accounts to opportunities. Review collected by and hosted on G2.com.
Contacts integrate with Outlook. Companies (Accounts) do not integrate with Outlook. Outlook supports company data but Pipeliner does not offer this functionality. Review collected by and hosted on G2.com.
Tool is simple and highly customizable. The support is quite responsive. CRM can manage many different pipelines that can be related / connected. If you need a simple Sales focused CRM this is the right one. Review collected by and hosted on G2.com.
Would be nice to have a function to track invoicing and stock. Review collected by and hosted on G2.com.
Contact / Account Management features -
Good customization feature
Merging accounts
Mapping contacts to more than one account
Email templates - ease of use
Reports Review collected by and hosted on G2.com.
Enhancement of search criteria. E.g - To pull out a specific set of contacts
Accepting duplicate account names - system can prompt a message
Enhancing reports for Emails - Review collected by and hosted on G2.com.
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 with new and powerful features which has really added immense value to our business. We have recently integrated Pipeliner with 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. Review collected by and hosted on G2.com.
At the moment I am very happy with the software so nothing to add here. Review collected by and hosted on G2.com.
THE OPPORTUNITY STAGE IS WHAT I LIKE BEST ABOUT PIPELINER Review collected by and hosted on G2.com.
A LOT OF DATA ENTRY WHEN YOU FIRST BRING ON A NEW CLIENT BUT I GUESS ITS EXPECTED Review collected by and hosted on G2.com.