Pipeliner CRM

4.6 (215)
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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
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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)
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Starting Price

US$65.00
month
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month

Pricing Options

Free version
Free trial
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Features

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Integrations

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Ease of Use

4.6 (215)
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Value for Money

4.5 (215)
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Customer Service

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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

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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!

Bonnie
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Fast ROI, excellent UI, and low TCO. We picked the right CRM!

Reviewed on 08/03/2022

Pros

Pipeliner has made complexity "simple". The total cost of ownership (TCO) is low because the admin portal is easily managed and customized by our team without expensive interaction with the provider. The User Interface is intuitive and visual. The drag and drop feature is fantastic.

Cons

Some of the features lack depth. Search results are not alphabetical order which is inefficient and frustrating. Our industry is document heavy and there is no folder management. Also, the system will not allow documents larger than 30MB. We are in the construction industry and not able to upload architectural plans. Bulk updates are designed around Primary Contacts and we have to manually re-link opportunities when a contact that was not Primary leaves their job. Sometimes that requires manually re-linking up to 500 opportunities.

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.

Gerald
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Most User Friendly CRM

Reviewed on 17/10/2019

Pipeliner CRM system helps with easy collection and efficient qualification of leads into...

Pipeliner CRM system helps with easy collection and efficient qualification of leads into opportunities.It also helps with ensuring collaboration through its buying center feature which shows everyone with influence in the buying decision. The war room feature helps focus the team on the activities required to close the most important deals efficiently.

Pros

Pipeliner CRM system is visual in nature which makes it easy to navigate from one section or component to another such as from leads to opportunities, or even within the same component .I also like the inclusion of leading indicators which make it possible to simulate future team performance if the team continues on the same track.

Cons

Pipeliner CRM system is generally a good software but they could improve on making it easier to add notes when creating leads for additional things to consider along the sales processes to ensure the sale is concluded in a timely manner.

Verified Reviewer
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Best CRM Onboarding experience

Reviewed on 11/04/2018

increased dealflow and accelerated deal velocity

increased dealflow and accelerated deal velocity

Pros

they gave me exceptional customer support as part of my free trial, very helpful explained how it works and how it would help me manage my sales workflow

Cons

it wasn't clear to me what the advantage was in leveraging their tool vs any other. while it works great there isn't anything unique aside from the service

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, 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/X, VerticalResponse, WebMerge, Wufoo, Xero, Yesware, Zapier, Zendesk Suite

Pipeliner CRM offers the following support options:

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

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