Video Reviews
937 out of 938 Total Reviews for Pipeline CRM
Overall Review Sentiment for Pipeline CRM
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You can stuff so much information into one page, also like their Ideas category to add ideas that they may add! I love the ability to customize and add as much information ! Review collected by and hosted on G2.com.
If it's an old company with many uploaded it's hard to find the forms you need. It can take a few hours. I've sent them an idea about adding a view key to see what the document looks like rather than having to open something fully. Review collected by and hosted on G2.com.
The platform offers a nice user inerface where we can create the dashboard including the checklist as per the requirement. It helps our team to understand the pipeline and set the targets accordingly. Review collected by and hosted on G2.com.
Although the interface is quite impressive, addition of more feature like multiple colour option for individual person in calendar will surely help to create visualized dashboards Review collected by and hosted on G2.com.
It has the overview of the transaction and interaction with customer, it boosts the sales and marketing of the company. It has the information of the customer needed for sales. Review collected by and hosted on G2.com.
It doesn't show the recording when it's connected to the personal phone number tho it's understandable. Review collected by and hosted on G2.com.
What I like most about the CRM is that the user interface is very flexible. You can choose what layout you want, what fields to include or not and standardize it accross your teams. Review collected by and hosted on G2.com.
The biggest drawback to this CRM is the lack of third party software that integrates natively with it. If your tech stack includes a lot of 3rd party tools, this might not be the best fit. Review collected by and hosted on G2.com.
It's an easy to use software compared to other CRM products. It easily integrates into my existing flow without much hassle. It has a good customer support Review collected by and hosted on G2.com.
Aly ought the customer support is good. It can improve. Review collected by and hosted on G2.com.
I like the simplicity of the process and that I am able to get an overview of all the updates and progress in one or a few pages. Review collected by and hosted on G2.com.
Having to manually do every step, needs automation options. Review collected by and hosted on G2.com.
Easy to use and easy for new people to learn. Love that you can automate different tasks for different people Review collected by and hosted on G2.com.
There really isn't much to dislike about pipeline Review collected by and hosted on G2.com.
Easy to create a Dashboard, Include Checklist, Provides trigger when deals are all set Review collected by and hosted on G2.com.
Difficult to set condition for automation for Email notification and Trigger, Difficult to navigate the Dashboard with a few misclicks, UI could be better
there is no integrity in the system Review collected by and hosted on G2.com.