Independent 3rd Party Review site G2 compares actual userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. reviews and this is what they say:
Pipeliner CRM vs Microsoft Dynamics 365 Sales*
When assessing the two solutions, reviewers found Pipeliner CRM easier to use, set up, and administer. Reviewers also preferred doing business with Pipeliner CRM overall.
Reviewers felt that Pipeliner CRM meets the needs of their business better than Dynamics 365 Sales.
When comparing quality of ongoing productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. support, reviewers felt that Pipeliner CRM is the preferred option.
For feature updates and roadmaps, our reviewers preferred the direction of Pipeliner CRM over Dynamics 365 Sales.
* Source › g2.com
| Microsoft Dynamics 365 Sales | VS | Pipeliner CRM |
| Complex, cumbersome, and unfriendly to use | The most visual designed framework that people love to use | |
| Paying expensive license fees for less value | Simple affordable pricing with greater value | |
| Expensive Administration costs | Only computer skills; less than two days to be trained | |
| Expensive and lengthy OnboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team. | Duration and cost reduced by 70% | |
| Costly additional Add-ons | Sales stack with full functionality | |
| Waiting for updates and enhancements | Monthly releases — fastest in the industry | |
| Working endless hours on reports | Minutes instead of hours | |
| Hidden costs | One price for all features | |
| Slow, difficult and need specialists to make changes | With specific user rights — it becomes easy and fast |
With Pipeliner, the AI Sales CRM you get everything your sales organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). needs to succeed, including features unique to Pipeliner CRM.
„When looking for a CRM, you come across multiple options, however, finding something so rich in features and yet so adaptable and configurable to your business usually requires a full staff to maintain and support. Not the case with Pipeliner, with simple training and general intuition this CRM blows others out of the water.“
Eduardo Pinzon • Director of Operations • Crestcom Intl.
| Feature | Pipeliner CRM | Salesforce Sales Cloud |
| Visual Relationship Mapping | ||
| Automatizer | ||
| Deduplication Checker | ||
| Custom Entity | ||
| Appointment Scheduler | ||
| ForecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors./Target | ||
| BI Feeder | ||
| Archive | ||
| Al Tools | ||
| Permission Structure | ||
| Intelligent Fields | ||
| Multiple Forms for all Entities | ||
| Email Sequences | ||
| Online Forms |
No Need for Expensive Certified Admins
The most visual designed framework that people love to use
Pipeliner CRM’s backend is designed to be intuitive and easy to administer, eliminating the need for costly certified admins. Your team will appreciate the ease of use and the ability to focus on what matters most – driving sales and revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. growth.
Unlike MS Dynamics you are not paying for costly, certified admins which immediately lowers your total cost of ownership (TCO) in comparison.
Pipeliner CRM customers boast the highest levels of adoption, unlike traditional CRM where adoption rates are historically low.
No need for expensive programmers or consultants when you want to customize Pipeliner CRM thanks to the visual, intuitive interface and the ease of drag ‘n drop Our no-code workflow automation engine makes streamlining your business effortless.
Pipeliner CRM customers boast the highest levels of adoption, unlike traditional CRM where adoption rates are historically low. No matter how complex or proprietary your sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology. is, Pipeliner CRM can visually bring it to life and make it accessible.
„As a salesperson, it has been designed to enable sales and create efficiency. Pipeliner CRM has also helped to drive our boarder sales culture and by automating our sales meeting and management reporting its effortless to track sales activity and success.“
Glenn H. • Business Manager • EnterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment. (> 1000 emp.)
„The platform makes it easy to understand the eccentricities of our complex, enterprise sales process via digestible visuals and clear steps.“
Warwick B. • Producer — MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. and Advertising • Small-Business (50 or fewer emp.)
Customers love Pipeliner CRM
Very easy and nice to use' The way to use it ver efficient. The resources as well Qalid A.
Let us show off! Pipeliner impresses the Companies we represent' We represent multiple companies and their product lines. The manufacturers that we rep want to know they have a highly engaged proponent. Providing a Pipeliner presentation communicates how well they are being represented. They are impressed with how we easily forecast sales, focus on the most profitable sales, and track our (and our competitors) wins and losses. Not only do our sales numbers confirm this, but also the Pipeliner software we use to manage our sales and customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. relationships. Verified User in Construction
Excellent CRM' AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. hierarchy functionality, social media profile import, ease of use, many customizable features. Jeremy M.
Helps in Increasing the value and volume of customer and Increase Sales' It supports a sales forecasting system that is used to know future sales with historical dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning.. It provides a centralized system to store the contact and manage the sales. It provides a tracking feature to track the sales. Shradha G.
My sales right arm' It is a very simple, intuitive sales tool that helps me keep track of opportunities, prospects, and clients. Keeps things from falling between the cracks. We are a small company with only a few people doing business development so we didn't need something as complex as Salesforce or others. Pipeliner fits most of our needs. Susan W.
Helps in Increasing the value and volume of customer and Increase Sales' It supports a sales forecasting system that is used to know future sales with historical data. It provides a centralized system to store the contact and manage the sales. It provides a tracking feature to track the sales. Shradha G.
Love Pipeliner' The dynamic views for data are unparalleled, along with the extensive customization options, which is a must for our organization as we deal with many niche industries. Jesse K.
Let us show off! Pipeliner impresses the Companies we represent' We represent multiple companies and their product lines. The manufacturers that we rep want to know they have a highly engaged proponent. Providing a Pipeliner presentation communicates how well they are being represented. They are impressed with how we easily forecast sales, focus on the most profitable sales, and track our (and our competitors) wins and losses. Not only do our sales numbers confirm this, but also the Pipeliner software we use to manage our sales and customer relationships. Verified User in Construction
Amazingly User Friendly!' All critical data points from your performance are conveniently displayed so you can know precisely how you are performing and how far you are from your target! Customizable to your company's needs! DJ C.
Helps in Increasing the value and volume of customer and Increase Sales' It supports a sales forecasting system that is used to know future sales with historical data. It provides a centralized system to store the contact and manage the sales. It provides a tracking feature to track the sales. Shradha G.
Great features and very customisable' We have used Pipeliner CRM for just over a year now and we are very happy with our decision. It was easy to customise so that the interface matched our sales process, which has been great for our users as we needed a system that was intuitive and quick to use. It is also very customisable for reporting, with some nice visual reports on our performance metricsMetrics Metrics are quantities that are measured and used to:. The support and training as we set up Pipeliner and thereafter has been great. There are lots of possibilities with integrations and automations which are helping us to be more efficient, and ultimately improve our sales performance. Stuart E.
Incredible' Visual interface, AI, automation, and ease of use. Verified User in Education Management
Great features and very customisable' We have used Pipeliner CRM for just over a year now and we are very happy with our decision. It was easy to customise so that the interface matched our sales process, which has been great for our users as we needed a system that was intuitive and quick to use. It is also very customisable for reporting, with some nice visual reports on our performance metrics. The support and training as we set up Pipeliner and thereafter has been great. There are lots of possibilities with integrations and automations which are helping us to be more efficient, and ultimately improve our sales performance. Stuart E.
Excellent CRM' Account hierarchy functionality, social media profile import, ease of use, many customizable features. Jeremy M.
Incredible' Visual interface, AI, automation, and ease of use. Verified User in Education Management
Let us show off! Pipeliner impresses the Companies we represent' We represent multiple companies and their product lines. The manufacturers that we rep want to know they have a highly engaged proponent. Providing a Pipeliner presentation communicates how well they are being represented. They are impressed with how we easily forecast sales, focus on the most profitable sales, and track our (and our competitors) wins and losses. Not only do our sales numbers confirm this, but also the Pipeliner software we use to manage our sales and customer relationships. Verified User in Construction
Pipeliner is an awesome CRM system to help me manage my business.' I love the ability to manage my team's data in a really organized fashion. Automation is also beneficial! Caylee F.
Flexible, Intuitive, and Great Support' the flexibility that Pipeliner provides is great. It is intuitive to use and easy to learn. We are using the full suite of tools for the most part and looking into more Verified User in Electrical/Electronic Manufacturing
Great platform and easy to handle!!!' The most awesome aspect of Pipeliner is the way that I don't should be an architect to make changes to my example of Pipeliner. It is exceptionally simple to utilize and you can likewise roll out any improvements to your pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. without having any issues. The straightforwardness of setup choices and simple to collaborate interface. Michael J.
Pipeliner Makes Tracking Opps Easy!' Using Pipeliner to track my opportunities and create intuitive, user-friendly steps to automate the process so I don't forget to reach back out! Verified User in Telecommunications
Advanced CRM with a great user experience and great support' Pipeliner has helped us gain visibility into our sales process which has leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. to improvements. We like how we can tailor the system to our business needs. The support team is always very responsive and helps answer an questions we have. Pipeliner is constantly adding new features which helps our sales department advance/improve. Luke S.
Influencer mapping among our contracts' Construction jobs may take years to advance from a building design to occupancy permit. Using Pipeliner, we track jobs through a progression of con... Verified User
Great features and very customisable' We have used Pipeliner CRM for just over a year now and we are very happy with our decision. It was easy to customise so that the interface matched our sales process, which has been great for our users as we needed a system that was intuitive and quick to use. It is also very customisable for reporting, with some nice visual reports on our performance metrics. The support and training as we set up Pipeliner and thereafter has been great. There are lots of possibilities with integrations and automations which are helping us to be more efficient, and ultimately improve our sales performance. Stuart E.
In My mind best CRM out there' Pipeliner CRM is a great tool for Sales or vendor relationship businesses where you need to understand where products and customers are in the process. You can create multiple pipelines for different needs or uses, and the best part is you can create dynamic reports. Also, in my planning session this year I was able to incorporate a new tool introduced this year called account health. Pipeliner allowed me to see who I need to focus on and who is sucking my time. More clearly. Rodney M.
Flexible, Intuitive, and Great Support' the flexibility that Pipeliner provides is great. It is intuitive to use and easy to learn. We are using the full suite of tools for the most part and looking into more Verified User in Electrical/Electronic Manufacturing
Great platform and easy to handle!!!' The most awesome aspect of Pipeliner is the way that I don't should be an architect to make changes to my example of Pipeliner. It is exceptionally simple to utilize and you can likewise roll out any improvements to your pipeline without having any issues. The straightforwardness of setup choices and simple to collaborate interface. Michael J.
Great tool for managing prospect flow' The UI is seamless, automation and AI included, easily track potential customers Anthony E.
Best Alternative to Salesforce & HubSpot' This CRM product is intuitive, made for sales, and does not take nearly the time required to get a new employee set up compared to Salesforce. Setting up the instance with your existing software is also straightforward, which usually takes an integration team when using other products. Verified User in Executive Office
Very sleek' Extremely logical layout and functions, a well-developed, sleek product by people who have tested it thoroughly rather than being designed by committee and frustrating the user. Verified User in Accounting
Pipeliner Makes Tracking Opps Easy!' Using Pipeliner to track my opportunities and create intuitive, user-friendly steps to automate the process so I don't forget to reach back out! Verified User in Telecommunications
Advanced CRM with a great user experience and great support' Pipeliner has helped us gain visibility into our sales process which has lead to improvements. We like how we can tailor the system to our business needs. The support team is always very responsive and helps answer an questions we have. Pipeliner is constantly adding new features which helps our sales department advance/improve. Luke S.
Pipeliner is the perfect choice for us.' Operation is child's play and easy to understand. All essential information can be easily edited and presented. Thanks to the intuitive filter function, we analyze large amounts of data quickly to draw the correct conclusions. Particularly important is the support from Liz Young. Without her help, we would not have been able to switch to operational mode so quickly. Kai V.