“It is the best CRM on the market today, don’t be fooled by big box or free products.”

Margye Solomon, Vice President, Envision2bWell

What business issue(s) was Envision2bWell looking to solve with a CRM?

  1. Small business start-up looking for an affordable, scalable, easy-to-use CRM 4 years ago. Today we have a system comparable to any 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. 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.. The Pipeliner Team has been supportive and has listened to our suggestions and needs. They are always updating functionality with the end-userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. in mind.
  2. As a small tech company, we understand the need to increase our customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. base, to provide increased value to existing customers, and at the same time, increase revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.. Pipeliner has been an excellent partner during our formative years. The ease of use of Pipeliner and the intuitiveness of the functionality is what drew us to the 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. and what keeps us here.

How did Pipeliner CRM meet Envision2bWell’s business needs?

We have a XaaS product that requires several pipelines from sales to engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience.. We don’t have the resources or the time to develop something on our own or to have an IT person assigned to coding our CRM. Pipeliner is easy to implement and easy to upgrade when new functionality is required.

Why did you ultimately select Pipeliner CRM?

Been using Pipeliner since 2014 and have recommended it to multiple diverse small businesses as an enterprise CRM that works for small businesses too.

How is Pipeliner CRM helping the theEnvision2bWell team?

It is easy to onboard new members of our sales and engagement teams with Pipeliner, saving us valuable time and training dollars.

What are some of Envision2bWell’s favorite features?

  • Reports
  • Email Templates
  • Products/Pricing

Learn More About Pipeliner CRM

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