What users are saying about
9 Ratings
9 Ratings
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Score 7.9 out of 101

Likelihood to Recommend

Pipeliner CRM

Pipeliner CRM is amazingly flexible to your business model. For example, in addition to tracking movement of leads through your sales pipeline, Pipeliner CRM can be used to track internal processes, like RFQ and RFPs through your organization. It's highly adaptable across your organization.
Babette Ten Haken profile photo

Feature Rating Comparison

Sales Force Automation

Pipeliner CRM
8.8
Customer data management / contact management
Pipeliner CRM
8.7
Workflow management
Pipeliner CRM
8.9
Territory management
Pipeliner CRM
6.9
Opportunity management
Pipeliner CRM
9.5
Integration with email client (e.g., Outlook or Gmail)
Pipeliner CRM
7.8
Contract management
Pipeliner CRM
9.1
Quote & order management
Pipeliner CRM
9.6
Interaction tracking
Pipeliner CRM
9.5
Channel / partner relationship management
Pipeliner CRM
9.1

Customer Service & Support

Pipeliner CRM
9.3
Case management
Pipeliner CRM
9.1
Call center management
Pipeliner CRM
9.1
Help desk management
Pipeliner CRM
9.6

Marketing Automation

Pipeliner CRM
8.6
Lead management
Pipeliner CRM
8.9
Email marketing
Pipeliner CRM
8.2

CRM Project Management

Pipeliner CRM
8.7
Task management
Pipeliner CRM
8.4
Billing and invoicing management
Pipeliner CRM
9.1
Reporting
Pipeliner CRM
8.6

CRM Reporting & Analytics

Pipeliner CRM
9.5
Forecasting
Pipeliner CRM
9.5
Pipeline visualization
Pipeliner CRM
9.5
Customizable reports
Pipeliner CRM
9.5

Customization

Pipeliner CRM
8.9
Custom fields
Pipeliner CRM
8.9
Custom objects
Pipeliner CRM
9.6
Scripting environment
Pipeliner CRM
9.1
API for custom integration
Pipeliner CRM
7.8

Security

Pipeliner CRM
8.4
Single sign-on capability
Pipeliner CRM
9.1
Role-based user permissions
Pipeliner CRM
7.8

Social CRM

Pipeliner CRM
8.4
Social data
Pipeliner CRM
8.7
Social engagement
Pipeliner CRM
8.2

Integrations with 3rd-party Software

Pipeliner CRM
8.6
Marketing automation
Pipeliner CRM
8.2
Compensation management
Pipeliner CRM
9.1

Platform

Pipeliner CRM
9.5
Mobile access
Pipeliner CRM
9.5

Pros

Pipeliner CRM

  • Highly logical, responsive and understandable visual interface.
  • Flexibility to configure platform to meet the needs of your business and team.
  • All data easily accessible and usable.
  • Terrific graphic interface makes report generation a breeze.
Babette Ten Haken profile photo

Cons

Pipeliner CRM

  • The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.
Babette Ten Haken profile photo

Likelihood to Renew

Pipeliner CRM

Pipeliner CRM 9.1
Based on 1 answer
Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.
Paulo Castello profile photo

Alternatives Considered

Pipeliner CRM

Pipeliner's visual user interface is a favorite of our sales team. I love the LinkedIn integration. It makes searching and linking in with prospects and customers easy. I also really enjoy how it pulls the pictures. This is especially handy when meeting with someone that you've never met. In addition, we appreciate the intimate size of the company and the personalized attention we receive
Lori Grass profile photo

Return on Investment

Pipeliner CRM

  • At this point, it is too early to tell.
Lori Grass profile photo

Pricing Details

Pipeliner CRM

General

Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Pipeliner CRM Editions & Modules

Pipeliner CRM
On-premise Edition
BUSINESS - Full CRM functionality, customization and unique productivity features
$65.001
Business STARTER - Basic sales management, tracking and collaboration
$35.001
ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services
$85.002
1. Per User per Month
2. Per User per month
SaaS Edition
Essentials - Basic sales management, tracking and collaboration
$35.001
Professional - Full CRM functionality, customization and unique productivity features
$65.001
ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services
$85.001
1. Per user, per month
Additional Pricing Details

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