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:

US$65.00/month

  • 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

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

Supported Languages

English, French, German, Portuguese, Spanish

Pricing starting from:

US$65.00/month

  • Free Trial
  • Subscription

Images

The Better CRM!
Sales-friendly interface
Workflow automation engine (no-code)
Visual, easy to use Admin
Robust reporting engine and dashboards
Easy integration with other products
Mobile CRM with in-built AI
Sales CRM insights user detail
Sales CRM team insights main view
Sales CRM buying center view
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Pipeliner CRM video
Pipeliner CRM video
Pipeliner CRM video
Pipeliner CRM video
Pipeliner CRM video
Pipeliner CRM video
Pipeliner CRM screenshot: The Better CRM! Pipeliner CRM screenshot: Sales-friendly interface Pipeliner CRM screenshot: Workflow automation engine (no-code) Pipeliner CRM screenshot: Visual, easy to use Admin Pipeliner CRM screenshot: Robust reporting engine and dashboards Pipeliner CRM screenshot: Easy integration with other products Pipeliner CRM screenshot: Mobile CRM with in-built AI 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

Features

Total features of Pipeliner CRM: 54

  • API
  • Access Control
  • Activity Tracking
  • Appointment Management
  • Archiving & Retention
  • Auditing
  • Automatic Notifications
  • CRM Integration
  • Charting
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Custom Fields
  • Customer Database
  • Customizable Reporting
  • Data Import
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Duplicate Detection
  • Email Integration
  • Geographic Maps
  • Geolocation
  • Lead Assignment
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Scoring
  • Microsoft Outlook Integration
  • Mobile Integration
  • Multi-Currency
  • Organizational Charting
  • Performance Reports
  • Permission Management
  • Pipeline Management
  • Pipeline Reports
  • Product Catalog
  • Real Time Reporting
  • Receiving
  • Recurring Tasks
  • Reporting & Statistics
  • Role Management
  • Role-Based Permissions
  • SSL Security
  • Sales Analytics
  • Sales Tracking
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Task Tracking
  • Territory Management
  • Third Party Integration
  • Vendor Management
  • Web Forms

Alternatives

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Insightly

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amoCRM

4.5
#3 Alternative to Pipeliner CRM
amoCRM is the world's first messaging-powered CRM. It features customizable sales pipelines, lead tracking,...

Salesflare

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Reviews

Overall rating

4.7 /5
(165)
Value for Money
4.5/5
Features
4.6/5
Ease of Use
4.6/5
Customer Support
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 165
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

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

Reviewed on 12/11/2015

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
  • Likelihood to recommend 10.0 /10

Pipeliner CRM - Powerful and Flexible

Reviewed on 12/01/2020

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.

Oyindamola S.
Overall rating
  • Industry: Management Consulting
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Visual Elegance and Simple to use

Reviewed on 29/11/2020

I can quickly harness all my leads on LinkedIn with Pipeliner CRM

I can quickly harness all my leads on LinkedIn with Pipeliner CRM

Pros

Easy to Use.
Non Tech Set Up
Easy Navigation
Web clipper Add on especially LinkedIn works like magic

Cons

Too much Info on the Dashboard.
Looked Intimidating at a first glance

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
  • Likelihood to recommend 2.0 /10

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

Reviewed on 20/02/2020

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.

Wael H.
Overall rating
  • Industry: Computer Software
  • Company size: 2-10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

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

Pipeliner CRM is a must try for every sales team leader

Reviewed on 17/11/2020

I have been using CRMs for years and I get used to any CRM in a very short time, what I liked about...

I have been using CRMs for years and I get used to any CRM in a very short time, what I liked about Pipeliner is the simple user-interface and the organized way of the layouts. with Pipeliner CRM, you do the sales cycle from the lead to the order in a visual way so it's more engaging to sales team to update most of the fields.
I liked the way how Pipeliner Chrome add-in is making my life easy to pull contacts from Linkedin into CRM.

Pros

The simplicity and ease of use.
The Visual view and drop n drop features.
The way forecasting can be customized.
Easy to engage new sales member into CRM.
The insights and info-graphs to track sales team KPIs.
Everyone can administer it as it does not require a dedicated admin.

Cons

I have not seen a developer's API so It could be a good thing to avail for large enterprises.
I have not seen an Arabic version of the software, that could be also a good thing to have.

Showing 5 reviews of 165 Read all reviews

Pipeliner CRM FAQs

Below are some frequently asked questions for Pipeliner CRM.

Pipeliner CRM offers the following pricing plans:

  • Starting from: US$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

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

Pipeliner CRM has the following typical customers:

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

Pipeliner CRM supports the following languages:

English, French, German, Portuguese, Spanish

Pipeliner CRM supports the following devices:

Android, iPhone, iPad

Pipeliner CRM integrates with the following applications:

ActiveCampaign, Capture, Chargify, Constant Contact, Cyfe, Freshdesk, Mailchimp, Mailjet, PieSync, SharpSpring

Pipeliner CRM offers the following support options:

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

Related categories

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