Very intuitive interface for account, contact, and opportunity tracking out of the box. Powerful API for interfacing with our ERP system. Responsive to feature and issue requests. Review collected by and hosted on G2.com.

Billing can be unclear as to which features are included for which user levels. Have hit barriers with the reporting tool. Review collected by and hosted on G2.com.

The best part of Pipeliner is the fact that I don't need to be an engineer to make changes to my instance of Pipeliner. I can create fields that make sense for my business. Review collected by and hosted on G2.com.

I don't dislike anything per se, but it would be nice if Pipeliner had a function to export an opportunity record into a PowerPoint presentation. Overall it's obvious Pipeliner listens to its user base. Review collected by and hosted on G2.com.

It is very easy to use and you can also make any changes to your pipeline without having any problems. They also have a very attractive user interface very good graphics that will make you always prefer Pipeliner. Review collected by and hosted on G2.com.

The support team should work towards listening to the customer needs and addressing them appropriately so that they can ensure a smooth experience for their customers through out their usage of the platform. Review collected by and hosted on G2.com.

The simplicity of configuration options and easy to interact interface. Review collected by and hosted on G2.com.

The fact that new addons are presenting, making you believe that those are enhancements, just to realize later there is a license cost associated with it. That was the case with projects and email sequencing. As I manage the independent users from our franchise system, this caused many disappointments with our clients. Review collected by and hosted on G2.com.

Best of all: all accounts, contacts, and opportunities are linked in one program. Review collected by and hosted on G2.com.

Sometimes it takes too many steps to create an analysis. Review collected by and hosted on G2.com.

Task Management is a very good help in everyday sales management to avoid forgetting any open tasks or leads to qualify. Review collected by and hosted on G2.com.

Evaluations and diagram creation is not very easy. Review collected by and hosted on G2.com.

The lead control is great and keeps track of loose ideas. Also the permanent portfolio overview helps Review collected by and hosted on G2.com.

multiple inserts of company details and inflexibility of adjustment of the system to certain needs Review collected by and hosted on G2.com.

Has many features that help group clients and contacts together to keep track of engagements and campaigns. Many additional modules to connect to external applications to make life easy. Review collected by and hosted on G2.com.

Certain filtering functions do not allow enough advanced customization to select the information you would like to see, worked with Pipeliner support and these features may be added in future releases. Review collected by and hosted on G2.com.

Pipeliner CRM is straightforward to understand; no ingenuity skills are required to operate. The best part for me is its user-friendly interface and easy to integrate. Review collected by and hosted on G2.com.

It is not a dislike. It's just a request that the team concerned with user requests to make changes, to be worked upon that the changes for the recommendations be implemented fast. Review collected by and hosted on G2.com.

The UI is engaging. Easy drag and drop features to move Opportunities through the sales pipeline. Sleek visualization enabled our staff to buy-in quickly. Review collected by and hosted on G2.com.

Occasionally, this web-based software will freeze or run extremely slow. When it stops functioning, we are unable to work. Pipeliner is essential to our daily processes and this creates high frustration among our staff. Review collected by and hosted on G2.com.