SM

Silvana M.

Engineer

Mid-Market (51-1000 emp.)

10/28/2021

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"Excellent CRM option."

5/5

What do you like best about Pipeline CRM?

What I like the most is that it offers a pleasant and very intuitive user experience, it can be adapted in the best way to my needs and tastes since it is really customizable and easy to configure, it is beneficial for monitoring projects, I can take The order of our sales portfolio is perfect for organizing the workflow, I love the OFFERS section, I like it because I can also manage my clients and potential clients, I can create custom departments of companies, clients and offers, it is easy to export data for sales reports. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

The reminder system is not the most optimal, but the software has very few negative aspects. Review collected by and hosted on G2.com.

Recommendations to others considering Pipeline CRM:

I recommend this tool because it offers the best options to carry out a good management of your projects. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

It is ideal for organizing everything in chronological order and for efficiently managing the views, it has excellent integration with MailChimp and QuickBooks, it is a very flexible software, it works very well with Excel, it is a versatile software that allows me to manage my contacts, calendars, emails electronics and sales in an optimal and friendly way, they also have a first-rate customer service, Review collected by and hosted on G2.com.

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4.3 out of 5 · Verified reviews from real users

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