Pipeliner CRM
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.
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
Images
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Reviews
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Pipeliner
Reviewed on 18/05/2016
This is the most comprehensive pipeline management tool I have ever used. Having said that it is...
This is the most comprehensive pipeline management tool I have ever used. Having said that it is still very easy to setup and use. There is a great deal of contextual help, and when you need it the support is great.
Pros
One of the side benefits of using Pipleliner is all of the sales content they have, you really don't need any other source, if you are a sales professional, they have a ton of information for you, if you are a sales manager they have a ton of information for you...Visual, Intuitive --- Great Reporting!
- Industry: Professional Training & Coaching
- Company size: 2–10 Employees
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- Value for Money
- Ease of Use
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The best visual process CRM on the market!!!
Reviewed on 29/04/2016
Pipeliner is the best visual CRM software that offers a defined process workflow for your sales...
Pipeliner is the best visual CRM software that offers a defined process workflow for your sales team. We love the ease of use and intuitiveness. Pipeliner was clearly designed by a salesperson for sales teams. We love the process ease of use so much we are implementing it to manage other systems as well.
Pros
Quick & easy customization of fields and forms
Email feed integration
The new navigator is a fantastic snapshot and the timeline clearly shows whats ahead in the pipe
Cons
While I love it all I would like a few more functionalities such as; email templates for each sales steps along with calendar syncing. I'm sure Pipeliner has that in the works and am excited to check it out!
- Industry: Electrical/Electronic Manufacturing
- Company size: 201–500 Employees
- Used Daily for 2+ years
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- Likelihood to recommend 6.0 /10
Pipeliner
Reviewed on 24/05/2022
Pros
It is the CRM our company uses. Helps us manage leads, opportunities and pipeline.
Cons
Requires additional support just to allow system to provide valid data for number of leads inputted and date inputted.
- Industry: Management Consulting
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- Value for Money
- Ease of Use
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Best Value Business Tool
Reviewed on 11/11/2015
Pipeliner provides all the features every seller and sales manager needs and can use. The entire...
Pipeliner provides all the features every seller and sales manager needs and can use. The entire system is designed with the user in mind; from compelling graphics to ease of customization and access to multiple performance analytics.
Pros
Online and offline accessibility on multiple devices, Inviting and intuitive GUI, automatic synchronization local to cloud, ability to add images and documents, social media access, multiple dashboards and pipelines, content-rich tutorials and user guides - and super responsive customer support.
Cons
Myriad of options, pull downs and filters take some time to master.
- Industry: Management Consulting
- Company size: 11–50 Employees
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Fantastic sales management software!!!
Reviewed on 25/11/2015
We have been using Pipeliner for a couple of months now and it is light years ahead of the...
We have been using Pipeliner for a couple of months now and it is light years ahead of the competition. It is incredibly easy to use, all of our sales team has adopted it and I have a better understanding of our sales pipeline that ever before. As a company that is experiencing rapid growth Pipeliner is a critical part of our management infrastructure. Our sales ops guys have received outstanding support on any issues that we have had and as a company that sells cloud software and professional services it is refreshing to see how well this company is managed. I am actually really excited to attend our weekly sales reviews as they are now focused on action not reporting!!! If you are a company of any size and dropping tons of money on expensive CRM tools and not seeing the results, Pipeliner CRM is for you!!
Pros
Ease of use, visual interface, & widespread sales personnel adoption, great response times for any issue.
Cons
Some small administration issues. Nothing major and most of what we have given feedback on is already on the product roadmap for the next release.
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: USD 65.00/month
- 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 Unlimited: $150 per user per month
Q. Who are the typical users of Pipeliner CRM?
Pipeliner CRM has the following typical customers:
11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Pipeliner CRM support?
Pipeliner CRM supports the following languages:
English, German, Portuguese, Spanish
Q. Does Pipeliner CRM support mobile devices?
Pipeliner CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Pipeliner CRM integrate with?
Pipeliner CRM integrates with the following applications:
Act-On, ActiveCampaign, Adobe Commerce, Box, Constant Contact, 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/X, VerticalResponse, Wufoo, Xero, Yesware, Zapier, Zendesk Suite
Q. What level of support does Pipeliner CRM offer?
Pipeliner CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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