Pipeliner CRM vs. Scratchpad

Pipeliner CRM is amazingly flexible to your business model. For example, in addition to tracking movement of leads through your sales pipeline, Pipeliner CRM can be used to track internal processes, like RFQ and RFPs through your organization. It's highly adaptable across your organization.

I have over 250 accounts in my name, and it can be difficult to prioritize and find notes on past conversations my colleagues may have had. Scratchpad makes it super easy to reference past notes and add new ones to organize my book of business and make the best use of my time.

Incentivized

• Clear and easy visualisation of Sales Process
• Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
• Reporting into pivot table is also easy and very useful
• Mobile app has always been very good and easy to use since 2015

• Scratchpad notes are super easy to use and link to Salesforce Opportunities.
• Allows you to update all the necessary Salesforce opportunity fields without going into Salesforce.
• Easy to use Task manager that helps you stay on track through the day.
• Extremely easy to use and their CS team is always willing to provide training and help.

Incentivized

• Pipeliner CRM needs to create a video chat room where you can see exactly where your employee is working in the field.
• Pipeliner CRM needs to integrate a command where a user can use his voice to command what he wants.

• When pulling in Salesforce reports, it doesn't have full ability to do grouping/sorting.
• When looking at pipeline view there's not an ability to expand the default view to see more than 5 people per group.
• It'd be nice if comments would go as a task rather than a buzz.

Incentivized

Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.

I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.

Great functionality and a great intuitive tool

The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.

I will always select Pipeliner CRM because it is very flexible, easy to work with, data capturing is at its best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training.

Scratchpad is just a much more enjoyable way of interacting with Salesforce for the features it currently supports. It's not an alternative to Salesforce, it's an alternative UX for certain daily activities in SF, and it's great at that.

Incentivized

• As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
• The visual tools allow those "no good deals" to be spotted and resource usage limited.
• A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.

• I credit Scratchpad to saving me on average about 1 - 2 hours a day (what it used to take me) and about 5 - 6 hrs per week.
• Scratchpad makes me feel better about where I stand in regards to my quota cause it gives me easy visualization into my pipeline making forecasting discussions easier with managers.
• Scratchpad enables me to stay organized and helps me feel less overwhelmed with Admin work.

Incentivized