CRM is a great tool for sales or vendor relations companies

[nishat@264]

Pipeliner CRM (formerly Pipelinersales) is a software company founded in 2009 with the goal of creating better software for salespeople.

Although Salesflare is rarely compared to Pipeliner by people who want to better track their leads, I decided to include it in this comparison because of its clear dedication to B2B sales.

The software is relatively feature-rich compared to other platforms in this comparison, but it is also a bit outdated and not very easy to use.

Pipeliner's price increases quite sharply as you need more features, which probably makes it best suited for mid-sized businesses with deep pockets.

"Pipeliner that need to know where products and uae cell phone number list customers are in the process. You can create multiple pipelines for different needs or uses, and the best part is that you can create dynamic reports. Also, during my planning session this year, I was able to incorporate a new tool that was introduced this year called "account health." Pipeliner has allowed me to see who I need to focus on and who is wasting my time. More clearly," writes Rodney M. , president of a financial consulting firm, about Pipeliner CRM.

The test run
Testing Pipeliner CRM was a mixed experience. The visual representation of the sales pipeline was a highlight, allowing me to see where each prospect is in the sales process and move them from one stage to the next with a simple drag-and-drop interface. This visual approach was intuitive and made it easy to quickly assess the progress of my sales efforts.

However, I found the interface to be somewhat outdated and not as user-friendly as some of the other platforms. While Pipeliner offers a decent set of features, including live activity notifications and a built-in business card scanner, setting up and customizing the CRM to my needs took some effort. The lack of automated email sequences and built-in email and website tracking was notable.

Despite these shortcomings, Pipeliner’s strengths include its robust analytics and reporting capabilities, which have given me valuable insights into my sales process. The email sidebar feature has been useful for managing leads directly from my inbox, though it hasn’t integrated as easily as I’d like with other tools I use regularly.