Pipeliner CRM Reviews & Product Details

Construction jobs may take years to advance from a building design to occupancy permit. Using Pipeliner, we track jobs through a progression of construction phases. The ability to link multiple accounts and contacts to each job provides an important view of all the players at each phase ~ architects, engineers, contractors, developers, and wholesalers. Pipeliner’s Buying Center provides an excellent visualization of the lines of influence between the players. Review collected by and hosted on G2.com.

The Buying Center does not have functionality to keep a Sales Role associated with a contact. For each job, we must reassign the Sales Role to the same person. We do this inefficient task multiple times a day. Also, search results are not in alphabetical order requiring users to scroll through pages of results to find the searched item. Why would this basic standard not be met? It costs money to handle inefficiency on a daily basis. Review collected by and hosted on G2.com.

The Outlook email plugin worked well. We also liked adding appointments / reminders in Pipeliner CRM that fed into our Outlook calendar. Review collected by and hosted on G2.com.

We were generally satisfied with Pipeliner CRM the 2 years we had them. But we did not need them anymore after building out some custom functionality in Airtable, so we decided to cancel.

They told us we “missed our cancelation window” by a week and they insisted on charging us, even though actual renewal was still a few weeks away.

They threatened us with legal action if we did not pay. Eventually they agreed to a 25% discount for our 3 enterprise licenses, but we still paid $3,105 for software we do not need and will not use this year.

Most companies simply prorate your fee if you cancel, but Pipeliner CRM does not.

They are clearly not focused on building long-term client relationships, so work with them at your own risk. We will certainly never do any business with them again, ever. Review collected by and hosted on G2.com.

I really like Pipeliner because creating tasks is super easy and efficient, it offers variable exclusive sales records for the files since it saves all the data, studies the evaluation and its processes carried out at the time of the sale. Also, I like that you can create multiple pipelines for different needs or ... Review collected by and hosted on G2.com.

can improve the experience and the feature of it Review collected by and hosted on G2.com.

Pipeliner has ease of access, online/offline, regardless of your network coverage, you can stay on top of your game. The mobile app allows you to enquire your business, monitor sales and get reports wherever you are Review collected by and hosted on G2.com.

There is nothing to dislike, pipeliner is pure genius Review collected by and hosted on G2.com.

This CRM product is intuitive, made for sales, and does not take nearly the time required to get a new employee set up compared to Salesforce. Setting up the instance with your existing software is also straightforward, which usually takes an integration team when using other products. Review collected by and hosted on G2.com.

If you compare all the features, you have way more than HubSpot, but less than Salesforce. This is understandable because the price per seat is not comparable to Salesforece. By far the best value per seat. Review collected by and hosted on G2.com.

The dynamic views for data are unparalleled, along with the extensive customization options, which is a must for our organization as we deal with many niche industries. Review collected by and hosted on G2.com.

Honestly, thus far, we have no real complaints about Pipeliner CRM. Their support is top-notch, the software is intuitive and rich, and the user interface is one of the most aesthetically pleasing that I've come across. Review collected by and hosted on G2.com.

The app has a simple and clear interface regardless of the variety of features the offers. It's user friendly and easy to use. This could be a smart thing that ever invented. Review collected by and hosted on G2.com.

There's nothing I don't like about it. The app has a simple and clear interface regardless of the variety of features the offers. It's user friendly and easy to use. This could be a smart thing that ever invented. Review collected by and hosted on G2.com.

Using Pipeliner to track my opportunities and create intuitive, user-friendly steps to automate the process so I don't forget to reach back out! Review collected by and hosted on G2.com.

Pipeliner has so many useful features, it might seem overwhelming at first. But using the Knowledge Base (accessible right from your pipeline) you can look up how to do any sort of customization, reporting, or input you would need. Review collected by and hosted on G2.com.

It supports a sales forecasting system that is used to know future sales with historical data. It provides a centralized system to store the contact and manage the sales. It provides a tracking feature to track the sales. Review collected by and hosted on G2.com.

Its integration with the third-party system is complex with limited features. Review collected by and hosted on G2.com.

I love the ability to manage my team's data in a really organized fashion. Automation is also beneficial! Review collected by and hosted on G2.com.

There is no real insight into how to create custom reports for specific needs Review collected by and hosted on G2.com.