Pipeliner CRM vs. Spekit

Pipeliner CRM 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. This really helps in the [execution] of the task in our organization.

Spekit is extremely well-suited for customer-facing teams who truly have a business need for "just-in-time learning." While we all benefit from the concept of just-in-time learning, organizational representatives who must perform to a high standard in front of external-facing stakeholders particularly benefit from having quick access to processes, definitions, answers, contacts, and more in a tool that is easy to navigate. Spekit may not, however, be well suited for cash-strapped organizations that already have a content management tool like Confluence or SharePoint and can't afford to meet their customer-facing teams in the middle. While Confluence and SharePoint serve very important needs, they don't do a particularly good job of making content easy to find in a pinch. Spekit does.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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

• Looks great, the design of the plug-in looks very streamlined. It makes a difference if a plugin is ugly.
• Integration is great. It installs into Google Chrome in seconds. It's always accessible when you need it
• Usability is amazing. It automatically places itself near tabs that you might need help on.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.

• Honestly, there are a lot of tools that do the same thing - there are lots of search tools for orgs that use too many tools to host content.
• I truly despise all the little helpers when I download the extension. Its the worst, stop cluttering my chrome.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

As an administrator, it is very easy to navigate. I can easily see which content is performing well, which content has not been touched. It's simple to teach new team members how to create content. We have added new authors easily in multiple groups in the business.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

The most important reason for selecting pipeliner CRM:-exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly. Users can easily customize what they see to make the system their own. Best user interface & fast to learn.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Spekit may not be as robust as Confluence or organized as SharePoint, but its use of embedded tooltips (Speks) and browser extension put it in the S Tier for "just-in-time learning" platforms - particularly for customer-facing teams.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• 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.

• The time saved from using Spekit is incredible. No more calls/emails asking "what's this field for?" or "How do I do ?" It's all right there, thanks to Spekit.
• Using Spekit has provided an unexpected morale boost because it's not only easy to use, but it's making work more enjoyable too.