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.

Pipeliner has helped us gain visibility into our sales process which has lead to improvements. We like how we can tailor the system to our business needs. The support team is always very responsive and helps answer an questions we have.

Pipeliner is constantly adding new features which helps our sales department advance/improve. Review collected by and hosted on G2.com.

We don't currently have any dislikes. Any time a challenge has come up, the support team has jumped in to help right away. Review collected by and hosted on G2.com.

The training options are numerous and easily understood. Great video (Pipeliner Academy), articles (Online Help Center), and points of clarity in each section (Application Tour). Pipeliner makes it fun to learn. A lot of thought went into helping users become power users. Review collected by and hosted on G2.com.

The search feature is not strong. I can't search on Feeds or Notes. The search results for contacts, accounts, opportunities are not in alphabetical order. Surprisingly, Pipeliner expects users to scroll through pages of results to find the item in search results. Review collected by and hosted on G2.com.

We represent multiple companies and their product lines. The manufacturers that we rep want to know they have a highly engaged proponent. Providing a Pipeliner presentation communicates how well they are being represented. They are impressed with how we easily forecast sales, focus on the most profitable sales, and track our (and our competitors’) wins and losses. Not only do our sales numbers confirm this, but also the Pipeliner software we use to manage our sales and customer relationships. Review collected by and hosted on G2.com.

Pipeliner says it put the “R” back into CRM. The technical support team responds quickly and is extremely helpful. The account management team does not follow up with our unresolved issues. Review collected by and hosted on G2.com.

Pipeliner CRM is very flexible and easy to work with, data taking is at its finest, its integration to other major software like excel is very important for business and it aids in the monitoring of the core work process. One characteristic feature is it is very easy to learn without all-embracing training. Review collected by and hosted on G2.com.

.Voice prompts for task reminders

2.Better marketing features Review collected by and hosted on G2.com.