Pipeliner CRM Overview

What is 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.

Pipeliner CRM Overview

Pricing

Starting from
$25.00/year

Pricing options

Free Trial
Subscription
Value for money

Pipeliner CRM has offerings for all sizes of businesses and all verticals:

Starter: $25 per user per month
Business: $65 per user per month
Enterprise: $85 per user per month


Pipeliner CRM Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, India, Germany, Mexico
Supported Languages
English, French, German, Portuguese, Spanish

Media

Sales CRM insights user detail
Sales CRM team insights main view
Sales CRM buying center view
Sales leads pipeline view
Sales management reports view
Mobile crm sales dashboard view
Account detail view
mobile opportunity view list
Mobile task list view
Sales activities task view
Pipeliner CRM video Pipeliner CRM video Pipeliner CRM video Pipeliner CRM video Pipeliner CRM screenshot: Sales CRM insights user detail Pipeliner CRM screenshot: Sales CRM team insights main view Pipeliner CRM screenshot: Sales CRM buying center view Pipeliner CRM screenshot: Sales leads pipeline view Pipeliner CRM screenshot: Sales management reports view Pipeliner CRM screenshot: Mobile crm sales dashboard view Pipeliner CRM screenshot: Account detail view Pipeliner CRM screenshot: mobile opportunity view list Pipeliner CRM screenshot: Mobile task list view Pipeliner CRM screenshot: Sales activities task view

Pipeliner CRM Reviews

Pipeliner CRM Reviews

Overall rating
4.7
/
5
Excellent
128

Very good
28

Average
3

Poor
3

Terrible
0

Value for Money
4.5
Features
4.6
Ease of Use
4.6
Customer Support
4.6
96% recommended this app
Kannan K.

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

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.


Robert K.

Pipeliner CRM - Powerful and Flexible


John P.

PL is great


Agustin F.

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

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


Tim W.

The Best CRM on the market


Kannan K.
Industry: Information Technology & Services
Company size: 2-10 Employees

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

Reviewed on 11/12/2015
Review Source: GetApp

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Robert K.
Industry: Food & Beverages
Company size: 2-10 Employees

Pipeliner CRM - Powerful and Flexible

Used Daily for 2+ years
Reviewed on 1/12/2020
Review Source: SoftwareAdvice

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

John P.
Industry: Defense & Space
Company size: 201-500 Employees

PL is great

Used Daily for 2+ years
Reviewed on 8/20/2020
Review Source: SoftwareAdvice

Pros

Easy to set up and use. Quoting feature is great.

Cons

Nothing. There is nothing to dislike. It's good.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Agustin F.
Industry: Internet
Company size: 51-200 Employees

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

Used Daily for 6-12 months
Reviewed on 2/20/2020
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 2.0/10

Tim W.
Industry: Textiles
Company size: 51-200 Employees

The Best CRM on the market

Used Daily for 2+ years
Reviewed on 7/10/2020
Review Source: SoftwareAdvice

Pros

The visual features of Pipeliner make it so easy to use. Color codes, flags and steps make managing the pipeline easy.

Cons

Setting up the initial space for our team was a learning process. but once that was done the rest has been a breeze.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.2/10
Based on 162 user ratings
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Pipeliner CRM Pricing

Pipeliner CRM Pricing

Starting from
$25.00/year
Free Trial
Subscription
Value for money

Pipeliner CRM has offerings for all sizes of businesses and all verticals:

Starter: $25 per user per month
Business: $65 per user per month
Enterprise: $85 per user per month

Pipeliner CRM has offerings for all sizes of businesses and all verticals:

Starter: $25 per user per month
Business: $65 per user per month
Enterprise: $85 per user per month

Value for Money
4.5/5
Based on 162 user ratings
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Pipeliner CRM Features

Pipeliner CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
4.6/5
Based on 162 user ratings
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Categories

Additional information for Pipeliner CRM

Additional information for Pipeliner CRM

Key features of Pipeliner CRM

  • API
  • Account and Contact Management
  • Auto Calculated Fields
  • Auto Profiling
  • Business Intelligence Dashboards
  • Gmail & Outlook Integration
  • Mobile (IOS & Android)
  • Multiple Pipelines
  • Org Chart + Buying Center
  • Outlook Integration
  • Sales Activities
  • Sales Forecasting & Reporting
  • Sales Lead Management
  • Sales Opportunity Management
  • Sales Pipeline Management
  • Social Feeds
  • Team Cloud Collaboration
  • Web Clipper

Benefits

☆ 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

Pipeliner CRM FAQs

Pipeliner CRM FAQs

Below are some frequently asked questions for Pipeliner CRM.

Q. What type of pricing plans does Pipeliner CRM offer?

Pipeliner CRM offers the following pricing plans:

Starting from: $25.00/year

Pricing model: Subscription

Free Trial: Available

Pipeliner CRM has offerings for all sizes of businesses and all verticals: Starter: $25 per user per month Business: $65 per user per month Enterprise: $85 per user per month

Q. What are the main features of Pipeliner CRM?

Pipeliner CRM offers the following features:

  • API
  • Account and Contact Management
  • Auto Calculated Fields
  • Auto Profiling
  • Business Intelligence Dashboards
  • Gmail & Outlook Integration
  • Mobile (IOS & Android)
  • Multiple Pipelines
  • Org Chart + Buying Center
  • Outlook Integration
  • Sales Activities
  • Sales Forecasting & Reporting
  • Sales Lead Management
  • Sales Opportunity Management
  • Sales Pipeline Management
  • Social Feeds
  • Team Cloud Collaboration
  • Web Clipper

Q. Who are the typical users of Pipeliner CRM?

Pipeliner CRM has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

Q. What languages does Pipeliner CRM support?

Pipeliner CRM supports the following languages:

English, French, German, Portuguese, Spanish

Q. What type of pricing plans does Pipeliner CRM offer?

Pipeliner CRM has the following pricing plans:

Subscription

Q. Does Pipeliner CRM support mobile devices?

Pipeliner CRM supports the following devices:

Android, iPhone, iPad

Q. What other apps does Pipeliner CRM integrate with?

Pipeliner CRM integrates with the following applications:

ActiveCampaign, Capture, Chargify, Constant Contact, Freshdesk, Mailchimp, Mailjet, PieSync, SharpSpring, Social Campaigns

Q. What level of support does Pipeliner CRM offer?

Pipeliner CRM offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Video Tutorials, Phone Support