What differentiates Pipeliner CRM from other similar products?

Thanks to the help of Pipeliner CRM I have had a better management and development of each of my company's sales, this program has given me the best tools to keep all my clients and have the ability to give them a reliable sales experience, this program allows both parties to the negotiation to maintain credibility in each project, on the other hand, this program is intelligent enough to analyze our entire environment and guide us to always make a better decision for the benefit of the company, this program is the most complete that I have used to always have a professional level management of each of my veins, and I am happy to have him

What is your favorite aspect of this product?

I cannot deny the great increase and flow that has entered our sales and relations department, since it has been thanks to Pipeliner's support that we have seen a growth in the company's income, this is thanks to him good management and interaction that allows me to have this program once the clients have made contact with us, I really like having this program in my workplace because of the resources it offers me to carry out the events and commercial processes, it has seen a better work balance and a better balance in the order in which we do not perform to complete each of these sales, as well as it is a boost to the speed

What do you dislike most about this product?

In general, my experience with this program has been quite good and there are few problems that I have had specifically with the performance of the program, the only aspect that has led us to complain is the weight and size of the software, since it requires a very extensive system that allows it to run smoothly.

What recommendations would you give to someone considering this product?

The best program that you can get to improve your customer and sales management is undoubtedly Pipeliner CRM, since this program was designed to handle all these aspects and increase the income of any type of company, this software is one of the most recommended , since it is a huge guarantee to have help from this program.

What differentiates Pipeliner CRM from other similar products?

It could take a long time for a construction project to go from the planning phase to obtaining an occupancy permit. Jobs are monitored as they move through Pipeliner's various build stages. The ability to associate many accounts and contacts with a single assignment offers a crucial overview of all involved parties at any given stage.

What is your favorite aspect of this product?

We required a program that was simple and quick to use, and we were able to easily modify it so that the ui reflected our sales procedure. As a result, our client acquisition approach has been much enhanced, as has departmental teamwork and the ability to spot and highlight important patterns and data.

What do you dislike most about this product?

There is no way to maintain a contact's Sales Position in the Purchasing Center. The Sales Role needs to be reassigned to the same individual for each position. Throughout the day, we repeatedly perform this inefficient action. It's also not easy to find what you're looking for because search results aren't sorted alphabetically.

What recommendations would you give to someone considering this product?

Our company's business development staff is now more effective, more organized, and better able to follow up on new prospects thanks to Pipeline CRM.

What differentiates Pipeliner CRM from other similar products?

I love that it is a drag and drop platform so it’s super intuitive for anyone to use and visual learners especially. It’s easy to throw up on the screen in meetings and move things based on projects and leads and sales live in the meeting.

What is your favorite aspect of this product?

I love the ability to customize the fields and the ease of building reports. The dashboard is well thought out and visually pleasing.

What do you dislike most about this product?

Integration with phone systems are a bit complicated but still doable.

What recommendations would you give to someone considering this product?

I would recommend doing the demos for sure and then drawing out your ideal workflows before building any on the platform. That way you will be able to tweak it on the front end rather than having to switch things really often.