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

Business size

S M L

Deployment

  • Cloud-based
  • On-premise

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
View 25 more
Pipeliner CRM video
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: 79

  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Audit Management
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Channel Management Software
  • Client Management
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard Software
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Field Sales Management
  • For Insurance Industry
  • 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
  • Projections
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • Sales Activity Management
  • 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
  • Web-based Deployment
  • Workflow Management Software
  • XML / RSS

Alternatives

HubSpot Sales Hub

4.5
#1 Alternative to Pipeliner CRM
HubSpot Sales is a suite of inbox-based email tracking & productivity tools with which sales teams can build, automate,...

Pipedrive

4.5
#2 Alternative to Pipeliner CRM
Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

Zendesk

4.4
#3 Alternative to Pipeliner CRM
Zendesk's fully customizable help desk solution makes things easy on your customers, sets your teams up for success,...

FreeAgent

4.4
#4 Alternative to Pipeliner CRM
FreeAgent’s award-winning online accounting software is designed specifically for small businesses and freelancers....

Reviews

Overall rating

4.6 /5
(204)
Value for Money
4.5/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support Software
4.5/5

Already have Pipeliner CRM?

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

Write a Review!
Showing 5 reviews of 204
Kannan
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
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
Agustin
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.

Bob
Overall rating
  • Industry: Consumer Goods
  • Company size: 201-500 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Good CRM and Opportunity Solution

Reviewed on 2022-05-23

From an IT perspective the product is built well, responsive, and feature rich.

From an IT perspective the product is built well, responsive, and feature rich.

Pros

Very well designed. All web based and can be easily customized.

Cons

Automatizer should be included in base product. SSO/Active Directory isnt really integrated well into the permissions and access control.

Charles
Overall rating
  • Industry: Mining & Metals
  • Company size: 11-50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

The Best CRM Software in Town

Reviewed on 2019-09-25

Pipeliner CRM is a software that I have used for my business over a period of time, and I can...

Pipeliner CRM is a software that I have used for my business over a period of time, and I can testify that it is quite easy and cheaper to use than other softwares for CRM. The quality and durability is immeasurable and very refined. It can track and save lead information that can help you generate sales.

Pros

I like almost everything about CRM Pipeliner, but I love it mostly because it's easy to use, and its quality is unquantifiable. So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.

Cons

What I like least about the Pipeliner CRM is the clip tool that enables user to save lead generated from the internet websites.

Alternatives Considered

Neon CRM

Reasons for Choosing Pipeliner CRM

I made the switch because Pipeliner is of great quality than every other CRM. There are many tools available in Pipeliner, which are very easy to use that are not in other CRM.

Switched From

Zoho CRM

Reasons for Switching to Pipeliner CRM

Because it has many quality tools that can make work easier and cheaper.
Showing 5 reviews of 204 Read all reviews

Pipeliner CRM FAQs

Below are some frequently asked questions for Pipeliner CRM.

Pipeliner CRM offers the following pricing plans:

  • Starting from:
  • Pricing model: Subscription
  • Free Trial: Available

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, 1,001-5,000

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, Adobe Commerce, Box, Capture, CollabSpot, Constant Contact, Desk.com, DocuSign, Dropbox Business, Eventbrite, FreshBooks, Freshdesk, Freshservice, Gmail, GoTo Webinar, Google Calendar, Google Contacts, Google Drive, Google Workspace, HubSpot CRM, HubSpot Marketing Hub, Intercom, Jotform, Kloudless, Mad Mimi, Mailchimp, Meta for Business, 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

See all software categories found for Pipeliner CRM.