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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.

Pricing starting from:

US$65.00/month

  • Free Version
  • 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

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Countries available

Australia, Canada, Germany, Mexico, United Kingdom and 1 others

Supported Languages

English, German, Portuguese, Spanish

Pricing starting from:

US$65.00/month

  • Free Version
  • Free Trial
  • Subscription

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

Features

Total features of Pipeliner CRM: 143

  • "What If" Scenarios
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Activity/News Feed
  • Alerts/Notifications
  • Appointment Scheduling
  • Assignment Management
  • Audit Management
  • Autoresponders
  • Batch Processing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Control
  • CRM
  • CRM Integration
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Logging
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Channel Management
  • Chat/Messaging
  • Client Management
  • Collaboration Tools
  • Commenting/Notes
  • Commission Management
  • Competitive Analysis
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer Segmentation
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Visualisation
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Modeling
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Sequences
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Field Sales Management
  • File Sharing
  • For Insurance Industry
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Forms Management
  • Gamification
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Insurance Management
  • Interaction Tracking
  • Internal Chat Integration
  • Kanban Board
  • Landing Pages/Web Forms
  • Lead Assignment
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Scoring
  • Lead Segmentation
  • Lead Verification/Validation
  • Leaderboards
  • List Management
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritisation
  • Process/Workflow Automation
  • Product Catalogue
  • Proposal Generation
  • Prospecting Tools
  • Quotes/Estimates
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Single Sign On
  • Social Media Integration
  • Softphone Software
  • Source Tracking
  • Statistical Analysis
  • Tagging
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Transfers/Routing
  • Visual Analytics
  • Web Forms
  • Web-based Deployment
  • Workflow Management

Alternatives

Show more details

HubSpot CRM

4.5
#1 Alternative to Pipeliner CRM
HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features....

Zoho CRM

4.3
#2 Alternative to Pipeliner CRM
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track...

Bigin by Zoho CRM

4.7
#3 Alternative to Pipeliner CRM
Bigin is a pipeline-centric CRM that helps small businesses move away from spreadsheets and get started with a CRM...

Pipedrive

4.5
#4 Alternative to Pipeliner CRM
Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.

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

95%
recommended this app
Sort by

215 Reviews for UK Users

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

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.

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

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

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

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.

Verified Reviewer Show more details
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source Show more details

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Transform your sales pipeline with Pipeliner CRM

Reviewed on 08/02/2023

Pros

I'm completely sold on Pipeliner CRM. Since we implemented it in our company, it has completely transformed the way we manage our sales pipeline. It's intuitive and easy to use, so even non-tech savvy staff can quickly get up to speed with it. Highly recommended!

Cons

I have not encountered any drawbacks for this tool yet.

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

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.

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:

Self Employed, 2–10, 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

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