About Pipeliner CRM

Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own.

Pipeliner’s administration backend is also visual and easy to use with drag ‘n drop, in-line editing and other non-technical tools. A key differentiator is that Pipeliner does not require a fulltime admin or expensive certified technical resources.

There is also a very powerful reporting engine built-into the product which allows reports to be generated from any view or area within the system. There are multiple types of reports available from standard to pivot to advanced and graphical dashboards.

At Pipeliner there is a strong belief in focusing on core competencies which is why Pipeliner delivers the best in sales force automation and then provides an easy and seamless way for customers to integrate with other best of breed systems like Ticketing or Marketing Automation or any other system a customer may be using. Pipeliner also provides many “Automation Add-ins” that automate routine tasks that would require manual intervention in other systems.

The Pipeliner Mobile CRM App is the most advanced on the market and the only one with the built-in Artifical Intelligence engine, Voyager. With location and mapping features, voice to text, business card scanning and more, the mobile app enables real efficiency on the go.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Pipeliner CRM

☆ Email Integrations ☆
Email Integrations - Continue working in your email platform utilizing Pipeliner’s winning formula.

☆ Navigator ☆
Cut out the noise and focus on what’s immediately important with Pipeliner’s Navigator tool. Find 5 basic components all in one view: activity stream, target overview, notifications, suggestions and business overview.

☆ Sales Process ☆
Pipeliner adapts to a company’s sales process stages within minutes. Drag and drop your sales opportunities from one stage to another, track and analyze your opportunities, and find an instant overview of your business.

☆ Performance Insights ☆
Instantly see how your salespeople are performing using key performance indicators that you select as important for your business. Even compare individuals or sales units using the graph view.

☆ Mobile ☆
Access Pipeliner on-the-go with our mobile app

☆ Workflow Automation ☆
No code process automation engine

Devices

Business size

S M L

Markets

Australia, Canada, Germany, United Kingdom, India, Mexico, United States

Supported Languages

English, French, German, Portuguese, Spanish

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Images

Pipeliner CRM Software - The Better CRM!
Pipeliner CRM Software - Sales-friendly interface
Pipeliner CRM Software - Workflow automation engine (no-code)
Pipeliner CRM Software - Visual, easy to use Admin
Pipeliner CRM Software - Robust reporting engine and dashboards
Pipeliner CRM Software - Easy integration with other products
Pipeliner CRM Software - Mobile CRM with in-built AI
Pipeliner CRM Software - Sales CRM insights user detail
Pipeliner CRM Software - Sales CRM team insights main view
Pipeliner CRM Software - Sales CRM buying center view
Pipeliner CRM Software - org chart
Pipeliner CRM Software - Sales lead detail view
Pipeliner CRM Software - Sales leads pipeline view
Pipeliner CRM Software - Sales management reports view
Pipeliner CRM Software - Sales activities task view
Pipeliner CRM Software - Mobile crm sales dashboard view
Pipeliner CRM Software - Account detail view
Pipeliner CRM Software - mobile opportunity view list
Pipeliner CRM Software - Mobile task list view
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Pipeliner CRM video
Pipeliner CRM video
Pipeliner CRM video
Pipeliner CRM video
Pipeliner CRM video
Pipeliner CRM Software - The Better CRM! Pipeliner CRM Software - Sales-friendly interface Pipeliner CRM Software - Workflow automation engine (no-code) Pipeliner CRM Software - Visual, easy to use Admin Pipeliner CRM Software - Robust reporting engine and dashboards Pipeliner CRM Software - Easy integration with other products Pipeliner CRM Software - Mobile CRM with in-built AI Pipeliner CRM Software - Sales CRM insights user detail Pipeliner CRM Software - Sales CRM team insights main view Pipeliner CRM Software - Sales CRM buying center view Pipeliner CRM Software - org chart Pipeliner CRM Software - Sales lead detail view Pipeliner CRM Software - Sales leads pipeline view Pipeliner CRM Software - Sales management reports view Pipeliner CRM Software - Sales activities task view Pipeliner CRM Software - Mobile crm sales dashboard view Pipeliner CRM Software - Account detail view Pipeliner CRM Software - mobile opportunity view list Pipeliner CRM Software - Mobile task list view

Features

Total features of Pipeliner CRM: 69

  • API
  • Access Controls/Permissions
  • Activity Tracking
  • Alerts/Notifications
  • Audit Management
  • CRM Software
  • Calendar/Reminder System
  • Channel Management Software
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Content Management System (CMS) Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Dashboard Software
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Field Sales Management
  • For Startups
  • For iPad Devices
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management Software
  • Lead Capture Software
  • Lead Distribution
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • Live Chat Software
  • Marketing Automation Software
  • Mobile Access
  • Multi-Currency
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Reporting
  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Source Tracking
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Web Forms
  • Workflow Management Software
  • XML / RSS

Alternatives

Salesforce Sales Cloud

4.4
#1 Alternative to Pipeliner CRM
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Zoho CRM

4.2
#2 Alternative to Pipeliner CRM
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

amoCRM

4.4
#3 Alternative to Pipeliner CRM
amoCRM is the world's first messaging-powered CRM. It features customizable sales pipelines, lead tracking, multichannel...

Insightly

3.9
#4 Alternative to Pipeliner CRM
Grow your business faster than ever before by building stronger customer relationships, managing sales opportunities...

Reviews

Overall rating

4.7 /5
(167)
Value for Money
4.6/5
Features
4.6/5
Ease of Use
4.7/5
Customer Support Software
4.6/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

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Showing 5 reviews of 167
Kannan K.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2-10 Employees
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

Pipeliner CRM - Customer Success Platform built on Principles by Sales Professionals for Sales...

Reviewed on 2015-11-12

Salespeople are a rare breed. They love meeting and/or talking to customers all the time. For them,...

Salespeople are a rare breed. They love meeting and/or talking to customers all the time. For them, productivity is measured in terms of number of deals closed every month. They are the entrepreneurs within the organization. They think the company runs successfully because of them. And they are simply right.

They have no time to do data entry. They simply do not have the time to follow cumbersome procedures. They want a CRM product that simply thinks like they do. And Pipeliner fits the bill perfectly. I am yet to see a product that is crafted for the Salespeople. As a salesperson, I am in love with Pipeliner, the CRM Software that made me fall in love with Sales again.

Pros

Ease of Use
Integration with Apps that you use
Visualization of Sales stages
No expert skills required
Lets you focus on the right leads at the right time
Always available on the cloud and on your mobile devices [Android, iOS apps] - whether you are connected or not. Auto Syncing once you are connected.

There are no multiple editions to choose from. Single edition and you get all the features at one low price.
Over a 3 year period, you will pay 50% less than the popular cloud app [that tries to do everything under the sun completely ignoring the very purpose with which the company was started or what their name means]. Whereas Pipeliner is built for the Sales Force. To empower them in true sense.

What's more? You would have achieved more sales than if you use the popular cloud app. And cultivated happy customers for life.

Do you want more sales ? Do you want to manage your sales leads with utmost sophistication ? Do you want to make sure your sales people focus on the right clients at the right time ? Do you want to see your pipelines visually ? Do you want instant intelligence on everything about Sales at your fingertips ? Do you want your sales people to fall in love with Sales again ? The answer is "Pipeliner CRM". Go for it. You will NOT have any regrets.

Cons

Nothing whatsoever. I have no complaints at all.

Robert K.
Overall rating
  • Industry: Food & Beverages
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Pipeliner CRM - Powerful and Flexible

Reviewed on 2020-01-12

Pros

Pipeliner CRM system is very visual and easy to navigate. The visual Pipeliner makes it easy to track and manage the different stages of your project pipelines! The Navigator feature gives an instant visual update on what indicators are lagging and progress vs sales targets.

Cons

There is not much to dislike with this software. Initial set up can take a little effort (no more that others), but once complete little effort is required to maintain and use this program.

Alternatives Considered

Pipedrive and HubSpot Sales Hub

Reasons for Choosing Pipeliner CRM

Pipeliner requires less administrative effort and the visual interface gives instant update on progress vs goals.

Switched From

Salesforce CPQ & Billing
Sarah B.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 201-500 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

LCG Inc

Reviewed on 2021-08-20

We are using it for Pipeline and Contact Management.

We are using it for Pipeline and Contact Management.

Pros

The analytics and built in report generation are top notch. CRMs should be able to spit out reports based on your data. Pipeliner does, and in a way that is easily digestible.

Cons

The only thing I'd like to see them be able to do is spit out slides...but it wasn't a deal breaker.

Alternatives Considered

Zendesk and FreeAgent

Reasons for Switching to Pipeliner CRM

Don Araldi was top notch and is really the reason we went with Pipeliner.
Agustin F.
Overall rating
  • Industry: Internet
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 2.0 /10

Really bad tool if we think that MKT and Sales are one team

Reviewed on 2020-02-20

If I work alone in my own company really good, if not I would look for another option.

If I work alone in my own company really good, if not I would look for another option.

Pros

From a sales point of view it was really easy to use the pipeline and forecast as well as setting future tasks

Cons

Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless.

Christopher K.
Overall rating
  • Industry: Farming
  • Company size: 1,001-5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Significant Boost To Quick Conversation of Leads to Customers

Reviewed on 2021-09-08

Pipeliner CRM is solving the problem of getting stuck should in future a Sales Representative...

Pipeliner CRM is solving the problem of getting stuck should in future a Sales Representative leaves the company without proper handover notes because it keeps full data of all sales processes which is available from a 360 degree view standpoint.
Time is money and Pipeliner CRM has proved to be a great time saver because it has drastically reduced my time spent from lead generation to customer acquisition, especially that it has a feature by which I am able to harvest leads from LinkedIn (contact details included) with a click of a button.

Pros

With all Sales Reps' activity history available to me at the click of a button any time, and with Pipeliner CRM also available in mobile app form, it has given me impetus to manage my sales teams and my customers remotely, yet effectively from any part of the world, thus coming in handy with the prevailing lock-downs as a result of COVID-19. Further, I like the fact that it provides for higher lead velocity, leading to a a quicker realization of sales objectives.

Cons

It cannot easily be operated offline from both the desk top and mobile app version. This makes some of your work inaccessible should you find yourself in place with poor or no internet connectivity.

Showing 5 reviews of 167 Read all reviews

Pipeliner CRM FAQs

Below are some frequently asked questions for Pipeliner CRM.

Pipeliner CRM offers the following pricing plans:

Pipeliner CRM has offerings for all sizes of businesses and all verticals: Starter: $65 per user per month Business: $85 per user per month Enterprise: $115 per user per month

Pipeliner CRM has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

Pipeliner CRM supports the following languages:

English, French, German, Portuguese, Spanish

Pipeliner CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Pipeliner CRM integrates with the following applications:

Act-On, ActiveCampaign, Box, Capture, CollabSpot, Constant Contact, Desk.com, DocuSign, Dropbox Business, Eventbrite, Facebook for Business, FreshBooks, Freshdesk, Freshservice, Gmail, GoToWebinar, Google Calendar, Google Contacts, Google Drive, Google Workspace, HubSpot CRM, HubSpot Marketing Hub, Intercom, Jotform, Kloudless, Mad Mimi, Magento Commerce, Mailchimp, Microsoft 365, Microsoft Outlook, Microsoft SharePoint, Olark, OneDrive, Operations Hub, PandaDoc, Salesforce Marketing Cloud, Twitter, VerticalResponse, WebMerge, Wufoo, Xero, Yesware, Zapier, Zendesk

Pipeliner CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

Related categories

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