Pipeliner CRM

4.6 (215)
Write a Review!
The Better CRM - Built For Sales, Used By Sales!

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

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

Not sure about Pipeliner CRM? Compare with a popular alternative

Pipeliner CRM

4.6 (215)
VS.
Highly reviewed

Starting Price

US$65.00
month
US$14.00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

143
159

Integrations

40
39

Ease of Use

4.6 (215)
4.4 (2,179)

Value for Money

4.5 (215)
4.5 (2,179)

Customer Service

4.5 (215)
4.3 (2,179)
Green rating bars show the winning product based on the average rating and number of reviews.

Alternatives

Zoho Desk

4.5
#1 Alternative to Pipeliner CRM
Zoho Desk, Zoho's flagship web-based customer service software, helps businesses of all sizes and types deliver...

Neon CRM

4.4
#2 Alternative to Pipeliner CRM
Neon CRM is a platform designed for nonprofits and membership associations. It provides a comprehensive view of...

Sage Accounting

4.2
#3 Alternative to Pipeliner CRM
Sage Business Cloud Accounting helps make managing your small business easier, with features to help you manage your...

HubSpot Sales Hub

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

Reviews

Overall rating

4.6 /5
(215)
Value for Money
4.5/5
Features
4.5/5
Ease of Use
4.6/5
Customer Support
4.5/5

Already have Pipeliner CRM?

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

Showing 5 reviews of 215
Fred
Fred
Overall rating
  • 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!

Jessica
Jessica
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

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!

Geoff
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • 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.

Eric L.
Eric L.
Overall rating
  • Industry: Management Consulting
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

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.

Lynn
Lynn
Overall rating
  • Industry: Management Consulting
  • Company size: 11–50 Employees
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

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.

Showing 5 reviews of 215 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 Unlimited: $150 per user per month

Pipeliner CRM has the following typical customers:

11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

Pipeliner CRM supports the following languages:

English, 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, 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

Pipeliner CRM offers the following support options:

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

Related categories

See all software categories found for Pipeliner CRM.