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.
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 wtih new and powerful features which has really added immense value to our business. We have recenly integrated Pipeliner iwth 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.
Easy to use, and the customizable fields are easy to manage Review collected by and hosted on G2.com.
Search results are not in alphabetical order Review collected by and hosted on G2.com.

Customizable fields are great for our company Review collected by and hosted on G2.com.
It loses our data, timely to navigate, poor service, forced to manipulate to extract data, no integrations with what we need Review collected by and hosted on G2.com.

The virtual interface is friendly and exciting with the drag n drop tool that makes it interactive Review collected by and hosted on G2.com.
Slow loading time for data was observed in the usage of the product. Review collected by and hosted on G2.com.

The ease of use, the powerful reporting and most importantly the account management features Review collected by and hosted on G2.com.
Nothing that I can think about. The are so easy to engage with Review collected by and hosted on G2.com.