Pipeliner

Pipeliner CRM

Composite Score

8.0 /10

CX Score

8.1 /10

49 Reviews Write a Review

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In Partnership With SelectHub

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What is Pipeliner CRM?

Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own.

Company Details

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Awards & Recognition

Pipeliner CRM won the following awards in the Customer Relationship Management - Midmarket category

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7 Top Rated Capabilities

2 Top Rated Features

2024

2022 Data Quadrant Gold Medalist

2022

8 Top Rated Capabilities

1 Top Rated Features

2022

2022 Emotional Footprint Champion

2022

Strategy and Innovation
Service Experience
Product Impact
Conflict Resolution

2022

2021 Data Quadrant Gold Medalist

2021

Pipeliner CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Pipeliner CRM.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

92 Likeliness to Recommend

98 Plan to Renew

1
Since last award

80 Satisfaction of Cost Relative to Value

Product Experience

Negotiation and Contract

Conflict Resolution

Strategy & Innovation

Service Experience

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Emotional Footprint Overview

Product Experience:: 95%
Negotiation and Contract:: 89%
Conflict Resolution:: 92%
Strategy & Innovation:: 93%
Service Experience:: 94%

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+92 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Pipeliner CRM?

2% Negative

4% Neutral

94% Positive

Pros

Efficient Service
Enables Productivity
Trustworthy
Unique Features

Feature Ratings

Average 85

Lead Management

Activity and Workflow Management

Sales Management

Account and Contact Management

Collaboration

Analytics and Reporting

Customer Service Management

Marketing Management

Mobile

Quote Contract and Proposal

Telephony and Call Center Management

Vendor Capability Ratings

Average 83

Ease of Data Integration

Usability and Intuitiveness

Ease of Customization

Ease of Implementation

Quality of Features

Business Value Created

Vendor Support

Availability and Quality of Training

Ease of IT Administration

Product Strategy and Rate of Improvement

Breadth of Features

Pipeliner CRM Reviews

Areful H.

Role: C-Level
Industry: Technology
Involvement: Vendor Management and Renewal

Validated Review

Verified Reviewer

Submitted Mar 2020

Likeliness to Recommend

10 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Rasmi A.

Role: Information Technology
Industry: Other
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Aug 2021

Best customer relations tool

Likeliness to Recommend

9 /10

What differentiates Pipeliner CRM from other similar products?

Pipeliner CRM has great and effective tools that builds strong infrastructure for connecting customers to our organization.

What is your favorite aspect of this product?

Our team members are able to link effectively with our customers from every corner through collaboration. This platform has created strong channels for connecting to our customers and engaging on our products and services. Marketing our products has been very easy since we have customized this platform to fit all our needs.

What do you dislike most about this product?

I have nothing to dislike from the performance of Pipeline CRM since I started using it.

What recommendations would you give to someone considering this product?

I totally recommend this platform to any organization for effective customer channel engagement environment.

Pros

Effective Service
Inspires Innovation
Caring
Fair

Jay M.

Role: Operations
Industry: Insurance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jun 2021

Quite packed with features, but priced higher.

Likeliness to Recommend

6 /10

What differentiates Pipeliner CRM from other similar products?

It is packed full of customizable features.

What is your favorite aspect of this product?

The overall media content provided outside of the CRM.

What do you dislike most about this product?

Its almost packed with too many features and the pricing is a bit costly in my opinion compared to other CRM softwares.

What recommendations would you give to someone considering this product?

Allow of customizable pricing.

Pros

Continually Improving Product
Efficient Service
Caring
Helps Innovate

Cons

Less Effective Service
Wastes Time
Vendor's Interest First

Pipeliner CRM

What is Pipeliner CRM?

Company Details

Book a Free Demo Today!

Awards & Recognition

2022 Data Quadrant Gold Medalist

2022 Emotional Footprint Champion

2021 Data Quadrant Gold Medalist

Pipeliner CRM Ratings

92 Likeliness to Recommend

98 Plan to Renew

1 Since last award

80 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

Emotional Footprint Overview

+92 Net Emotional Footprint

How much do users love Pipeliner CRM?

Chart

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Activity and Workflow Management Text or code-based and visual workflow designers.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Pipeliner CRM Reviews

Areful H.

Likeliness to Recommend

Pros

Rasmi A.

Best customer relations tool

Likeliness to Recommend

Pros

Jay M.

Quite packed with features, but priced higher.

Likeliness to Recommend

Pros

Cons

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Feature Ratings

Lead Management

Activity and Workflow Management

Sales Management

Account and Contact Management

Collaboration

Analytics and Reporting

Customer Service Management

Marketing Management

Mobile

Quote Contract and Proposal

Telephony and Call Center Management

Vendor Capability Ratings

Ease of Data Integration

Usability and Intuitiveness

Ease of Customization

Ease of Implementation

Quality of Features

Business Value Created

Vendor Support

Availability and Quality of Training

Ease of IT Administration

Product Strategy and Rate of Improvement

Breadth of Features