Pipeliner is designed in 3 categories: Accounts, Contacts, and Leads/Opportunities. Pipeliner links these categories together, for any item, which is very powerful. Documents and activities can also be linked to any item.
Pipeliner integrates with Outlook. Contacts, calendar events and tasks sync between both software. Without leaving Outlook, we can attach email messages and attachments to any item in Pipeliner and rename them as needed. The ability to rename these attachments allows us to follow document naming conventions for excellent organization.
Pipeliner is visual and intuitive. The drag and drop features are easy to use (similar toTrello), in both the customization design area and features for everyday use. Our staff has highly engaged with this software from day 1. In general, the greatest cause for failure of CRMs is that staff do not engage with the new processes and responsibilities. That is not the case with Pipeliner because the screens are visual and easily understood. We purposely stayed away from CRMs that look like a spreadsheet.
Pipeliner personnel respond immediately. Our sales rep and trainer are top notch, and we continue a relationship with them. Pipeliner tech support is via email, and they follow up daily until a solution is reached. There is a forum to request new features and make suggestions.
The process to customize fields specific to our industry was easy. We also created tasks specific to each sales stage in our main pipeline.
Our company management receives daily feedback that we chose the right CRM with Pipeliner. It is a great sales tool to integrate outside and inside sales reps and for overall viewing of opportunities we are seeking to close. We also have excellent data on where jobs are in our sales pipeline and who is responsible for moving a job forward to the next sales stage.
I would advise buying into the top-tier Enterprise version. During our first year, we purchased the Business version and kept bumping up against the limited features, particularly in reporting. And new design features are included in Enterprise but not always included in other versions.
Pipeliner tech support and management pay close attention to their customers. They worked extensively with us to create a stronger and cleaner integration between Pipeliner and Outlook to meet our company needs. Outlook integration continues to evolve, and currently duplicate contacts are listed when creating a new email using the Pipeliner contacts folder in the Outlook Address Book.
Our company wanted a centralized shared contact list. Prior to using Pipeliner, each employee managed their own contacts in Outlook or in spreadsheets. Because Pipeliner integrates with Outlook, we now share a company contact folder. Our contacts are up-to-date and centrally managed.
We have been a "paper" company, creating paper files for each job we sell. Pipeliner is moving us in the direction of being paperless. Employees electronically see the details on each job we sell, rather than searching for the paper folder on someone's desk or in a file cabinet. And the mobile App contains all the data as well.