Fast-to-learn, highly intuitive interface with uniform navigation
March 24, 2022
This is one of the best software for people who are in the sales industry. It integrates with your many internal apps & has one of the …
Pipeliner CRM
Pipeliner CRM
Starting at $35 Per User per Month
View PricingOverview
Recent Reviews
Popular Features
View all 31 featuresForecasting (19)
8.9
89%
Pipeline visualization (19)
8.9
89%
Task management (19)
8.8
88%
Lead management (19)
8.6
86%
Reviewer Pros & Cons
View all pros & cons
Video Reviews
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Pricing
View all pricingBusiness STARTER - Basic sales management, tracking and collaboration
$35.00
On Premise
Per User per Month
Essentials - Basic sales management, tracking and collaboration
$35.00
Cloud
Per user, per month
BUSINESS - Full CRM functionality, customization and unique productivity features
$65.00
On Premise
Per User per Month
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttps://www.pipelinersales.com/crm/pric…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Features Scorecard
Sales Force Automation
8.8
88%
Customer Service & Support
9.3
93%
Marketing Automation
8.4
84%
CRM Project Management
9.0
90%
CRM Reporting & Analytics
8.7
87%
Customization
8.4
84%
Security
8.6
86%
Social CRM
8.1
81%
Integrations with 3rd-party Software
8.5
85%
Platform
8.6
86%
Product Details
What is Pipeliner CRM?
Pipeliner CRM is a sales enablement tool focusing on pipeline management, sales processes, and analytics designed to empower sales professionals. Pipeliner CRM provides an easy to follow, visual sales process, profiles, and charts, all of which aim to help users take the right actions with their buyers and even helps identify key contacts within an organization.
Pipeliner CRM Cloud is the latest addition to a product line that already includes Pipeliner CRM Hybrid, an online/offline system as well as the market leading IOS and Android Mobile CRM Apps.
Pipeliner CRM Cloud is available in three versions: Starter, Business & Enterprise. The vendor aims to offer a supreme user experience, short learning curve plus high and rapid adoption rates.
The vendor offers a Customer Service team to help with implementation, training, and support.
Pipeliner CRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Marketing Automation Features
- Supported: Lead management
CRM Project Management Features
- Supported: Task management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social data
- Supported: Social engagement
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
Additional Features
- Supported: User interface that speaks in the language of Visual - A picture is worth 1,000 spreadsheets.
- Supported: Instant Insights -- A "glass-bottom boat" view of your sales process and pipeline. You see it all at a glance.
- Supported: Collaboration tools make the sales pipeline transparent. Everybody is on the same course and the right track.
- Supported: Unique hybrid engineering means you can work in the Cloud or when not online -- on your full system.
- Supported: Integrated with Twitter, Facebook, Google+ to make social selling easier and more organized
- Supported: Slice-and-dice dashboard reporting that gives any view in real time.
- Supported: Pipeline analysis is "instant read" so managers can intervene to coach instead of sell.
- Supported: Sales Archive -- Unique to us, the Archive keeps all data for study, evaulation, and review of sales processes.
- Supported: Mobile - Access Pipeliner on-the-go with our mobile app
- Supported: 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.
- Supported: Email Integrations - Continue working in your email platform utilizing Pipeliner’s winning formula.
Pipeliner CRM Screenshots
Pipeliner CRM Videos
Our CRM system should fit seamlessly into you workflow. It should leverage the tools you already use and it should be simple and easy to adopt. Welcome to Pipeliner CRM!
Pipeliner CRM is really simple CRM system that enables you and your sales teams to unleash your potential ...
Show More New enhancements that will help you better manage your sales teams- starting with Insights.
Welcome to Pipeliner CRM Mobile Application Training!
Introducing Pipeliner CRM Cloud – The CRM system that truly enables sales teams while minimizing investment, business interruption and adoption risk. How the pipeliner CRM cloud enables your sales team by presenting them w...
Show More Pipeliner CRM Integrations
- Act-On Software
- Dropbox
- HubSpot Marketing Hub
- Mailchimp
- VerticalResponse, from Deluxe
- Right On Interactive
- Google Core products and Gmail
- MS Outlook
- MS Office
- Office 365
- ExactTarget
- many more
Pipeliner CRM Competitors
Pipeliner CRM Customer Size Distribution
| Consumers | 0% |
|---|---|
| Small Businesses (1-50 employees) | 10% |
| Mid-Size Companies (51-500 employees) | 85% |
| Enterprises (more than 500 employees) | 5% |
Pipeliner CRM Technical Details
| Deployment Types | On-premise, SaaS |
|---|---|
| Operating Systems | Windows, Mac |
| Mobile Application | Apple iOS, Android, Windows Phone, Mobile Web |
| Supported Languages | English, German, Portuguese |
Comparisons
View all alternatives
Frequently Asked Questions
What are Pipeliner CRM's top competitors?
Zendesk Sell (formerly Base CRM), Pipedrive, and Teamgate CRM are common alternatives for Pipeliner CRM.
What is Pipeliner CRM's best feature?
Reviewers rate Channel / partner relationship management highest, with a score of 9.1.
Who uses Pipeliner CRM?
The most common users of Pipeliner CRM are from Small Businesses (1-50 employees) and the Marketing & Advertising industry.
Reviews and Ratings
(30)
Reviews
(1-20 of 20)- Popular Filters
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This is one of the best software for people who are in the sales industry. It integrates with your many internal apps & has one of the best in class features with your day-to-day use tools. It can easily be integrated with MS Outlook & also it captures leads from Facebook, LinkedIn, etc.
- Capture leads from multiple platforms.
- CRM Analytics & Customer support.
- Email integration.
- Lead generation.
- No major issue as such, however the user interface can be further eased.
- Also its a bit slow when it integrates with other software.
October 08, 2021
PipelinerCRM, Visualize your Sales Process
PipelinerCRM is a Sales software that we use both for lead management and sales management. It allows us to have a better understanding of our activities and forecast. It is very easy to use, very intuitive, and highlights our Sales Process definitely. It is embedded with drag and drop functions.
- Mapping out your Sales processes
- Having many Sales pipelines
- Very visual and intuitive interface
- Customization of ways your data should be viewed
- Difficulty to delete unwanted opportunities
- Downtime due to software update
- API Issues
August 19, 2021
Pipeliner is a great CRM
Pipeliner CRM has helped me to streamline my sales process, centralize my data, and better manage my accounts. Pipeliner is visually appealing, easy to customize, and has helped me to find the weak points in my organization to increase gross sales. This has helped me grow my organization in a more structured way.
- Visually appealing
- Easy to customize
- Mobile friendly
July 21, 2021
Pipeliner Sales Efficiency Vehicle
I am currently the only one using Pipeliner, as a test run for the entire sales operations.
Few others across the globe are trying other solutions.
It has tremendously helped with keeping track of leads and allowing for timely follow-up and schedule of all activities sales cycle involved.
Great GUI and Easy to adapt to.
Few others across the globe are trying other solutions.
It has tremendously helped with keeping track of leads and allowing for timely follow-up and schedule of all activities sales cycle involved.
Great GUI and Easy to adapt to.
- ease of use
- intuitive interface
- visiually appealing and easy to navigate
- Automation could be made easier to setup
- account setup could be consolidated
- all so far
July 12, 2021
The best CRM!
It is used to manage and organize all the sales activities from prospecting, it is used by the sales department! It is good and make things easy, saves time and manages all the data in a good manner and faster!
- Good user interface.
- Flexible.
- Easy to use.
- Video conferencing.
- Product presentation.
- More features.
June 02, 2021
Best CRM product ever
Pipeliner CRM is used for sales department only in our Organization, it it helps a lot to our department and the organization as a whole how to manage sales and increase of revenues.
- It is a user friendly ,easy to use, sales friendly interface.
- Easy to customize depends on the user.
- One of the best features is that it can be integrated with everything.
- It has mobile app with built in AI.
- Built-in email marketing feature.
- Should include video conferencing calls.
- Easy access to customer support.
May 24, 2021
Intuitive for Admins
We use Pipeliner as our housing for our sales process, accounts, contacts, leads, and opportunities.
- Pipeliner has made the system intuitive for admins.
- Pipeliner has made the easy for users, this helps with adoption.
- Pipeliner has great automation tools.
- Pipeliner has come a long way to make it comparable with other CRM's, there are still a few limitations but they get smaller with every release.
April 30, 2021
The future of CRM-PIPELINER
Pipeliner CRM is a very excellent software that is really helping organizations to work more flexibly, easier and at the same time saves the cost of doing business. All this is achieved because Pipeliner CRM has made it easy for Data Storage, Anyone can be an administrator, and most importantly the easy and nice interface which makes everything look simple.
- Secure data archiving
- Easier task management
- No certified admins needed
- Voice prompts for task reminders
- Improved marketing capabilities
January 12, 2021
PIPELINER CRM IS THE BEST SALES SOFTWARE
PIPELINER CRM is very useful in my organization since it provides me with tools such as messaging with different departments such as accounting and marketing as well as it define organizational structure from top management to line manager and the activities which are done can be identified and communicated for this matter therefore PIPELINER CRM increases efficiency in turn generates profit for my organization
- INCREASE COLLABORATION
- HANDLE TASK EFFECTIVELY
- GAIN MOBILITY AND FLEXIBILITY
- PERFORM TASKS WITH A USER-FRIENDLY INTERFACE
- VIEW ACCOUNT DATA MULTIPLE WAYS
- ITS NOT WELL KNOWN
December 19, 2020
The CRM you need in your office
Pipeliner CRM is been used by my organization to increase sales, and it has been used the mostly by sales department to increase and manage sales and opportunities. It has added the great value in terms of generating leads and be able to see which opportunity is likely to have potential.
- Creating leads
- Setting up meetings
- qualifying leads
- Invoices
- web entregration
- data capturing
May 13, 2020
How Pipeliner CRM helps the sales team to focus
We have been using Pipeliner CRM now since 2014 and have seen some big changes as the app has evolved over the years. This is used for Sales primarily, although now looking at some of the add-on modules.
My view is that this is a great application for those interested in ensuring there is uniformity in capturing data and moving on from the Excel. Salespeople like this due to the fact it is so visual and involves drag and drop for moving leads and opportunities along their stages. All clients I have found have some sort of stage process, and metrics here are very good to support both the Sales Management reporting and giving them the information to know when it may be useful to get involved.
My view is that this is a great application for those interested in ensuring there is uniformity in capturing data and moving on from the Excel. Salespeople like this due to the fact it is so visual and involves drag and drop for moving leads and opportunities along their stages. All clients I have found have some sort of stage process, and metrics here are very good to support both the Sales Management reporting and giving them the information to know when it may be useful to get involved.
- Clear and easy visualisation of Sales Process
- Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
- Reporting into pivot table is also easy and very useful
- Mobile app has always been very good and easy to use since 2015
- "Feeds" is one in which I sometimes find hard to explain differences
- The Older Hybrid version, still in use, was also sometimes problematic on upgrades depending on a client, but Cloud version seems to have solved this
- Within Admin 'Automation Hub' it would be good to be able to search by "type of App" you are looking for. E.g. Email Marketing, Finance etc.
- Personally, I would have Import and Export functions within Admin tasks
March 19, 2020
Pipeliner is easy for admins
Pipeliner is being used by the majority of people in my organization The sales team uses it to track and enter opportunities. As an admin, I train people on it and use it to import contacts and accounts and also to pull reports.
- Pulls sales reports.
- Tracks opportunities.
- Syncing option.
December 05, 2019
The last solution for your business (Pipeliner CRM)
Pipeliner CRM is been used by the whole organization. It really helped us to manage our data perfectly and also helps us to track our activities in customer support, management, and administration.
- Pipeliner CRM manages our contacts so well.
- Pipeliner CRM helps us to make voice to text note and also helps us to scan client's business cards.
- Pipeliner CRM manages our sales process from one end to another.
- Pipeliner CRM helps us to create perfect report and good invoices.
- Pipeliner CRM needs to create a video chat room where you can see exactly where your employee is working in the field.
- Pipeliner CRM needs to integrate a command where a user can use his voice to command what he wants.
November 26, 2019
Pipeliner CRM Review
Pipeliner CRM is used by us to manage the leads, activities, sales pipeline, etc. We like this product as it addresses our business problem of having software to implement the sales force automation and is very easy to use as well. It is used by a few handfuls of individuals in a particular department.
- Lead management.
- Mobile application.
- Sales commission calculation.
- Could have more integrations.
- Better marketing features.
October 14, 2019
A better CRM
Pipeliner is being used in my company as a sales CRM. It is being used by every sales department in 3 different cities across the whole organization. It helps us to stay connected and updated amongst each other. It helps managers to evaluate every single lead and the current status of those leads. It also helps us to capture forms.
- It helps us to capture leads from anywhere.
- It has its own mobile app, and a business card scanner is just awesome.
- Affordable.
- Integrations with other apps like Sabre.
- Sending emails direct from Pipeliner.
Pipeliner CRM has been used to keep track of sales processes and conformed reporting. The Sales Department uses the tool to streamline cumbersome processes for easier accessibility by each member of the team and the team lead. Tasks are easily monitored with a specified date of execution and deal closure. The Mobile App assists the field agents report and captures business cards of prospective clients.
- Pipeliner CRM provides data viewing options.
- It has reporting options whether graphical, numerical and chart-like.
- The Mobile App has speech-to-text and text-to-speech AI functionality for voice note update instead of typing.
- Voice prompts for task reminders.
August 19, 2015
Pipeliner CRM - A CRM for today's Sales Reps
Pipeliner is our primary CRM for our sales and client success team. We moved from Salesforce.com to Pipeliner as a cost savings as well as looking for a tool that had a more progressive feature set. Of specific interest to us was the visual user interface of the opportunity pipeline and the social media integrations.
- LinkedIn and other social integrations are great. It is easy to link directly from the CRM to the social channel.
- The pipeline opportunity view, ability to build custom reports using any filter setting.
- The Pipeliner team from the CEO, to support, to marketing has been fantastic to deal with. They care about the success of their customers.
- Our integration from Salesforce.com was a little challenging and we experienced some slow speeds, but much of that was due to the large number of records we were bringing in. In addition, we did not hire Pipeliner support to help us. We did it on our own. Those issues have all been resolved.
April 22, 2015
Why battle your CRM? Let it become your Strategic Ally!
I use Pipeliner CRM to reinforce my management consulting and business coaching practice. Pipeliner CRM offers a highly visible and responsive means of tracking revenue generation in your organization. It differs from other CRMs in a significant way: the Pipeliner CRM user becomes insightful rather than functioning primarily as a data-entry tech. The elegant and highly responsive interface of Pipeliner CRM provides the user with immediate feedback on pipeline dynamics. Pipeliner CRM pulls all of the data into one place and makes it immediately accessible to the user and their teams. It visually reinforces what you are doing correctly in moving a lead through your sales pipeline.
- 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.
- 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.
As a reseller of the Pipeliner CRM product and others, I really appreciate the quality and user friendliness of Pipeliner. Our prospects and clients really enjoy the same as well as the new features of the 7.x release. Great strides forward.
Having that focal point to primarily the sales team enablement, it tends to be used in sales first. As we all understand when the sales team uses a software, it must be good. They don't struggle to use it, they enjoy and realize the benefits of using it.
If you are looking to grow your company, start with the sales team and give them a tool like Pipeliner CRM. Let them grow the revenue stream and you grow. Then implement a second or third or fourth or more pipelines to handle the order entry and delivery process. Then the quality control pipe and on and on. We enjoy showing and using the product with our clients.
- Provides focus for a sales agents or sales managers - focus on the deal movement, don't allow bottlenecks to go un-noticed.
- Provides relationship information including an org chart type diagram showing internal and external influencers.
- Access to your sales funnels while without internet connectivity... ie. flying, etc.
- Provides action statistics to allow process management and deal management visually.
- After sale (to the users client) support mechanisms. Today those features are linked in foreign applications.
- Currently linked in Quote applications like QuoteRoller. Those are good but a sales system would be best with a tightly integrated or full package ability such as QuoteWerks. I believe QuoteWerks is being worked on now.
We use as a business strategy with a focus on the client. In other words, the company are focused on customer needs, rather than the products themselves. Covers the areas of marketing, sales and customer services. So far we did not detect anything that CRM does not handle.
- Pipeliner CRM is a very easy to use and functional. All major function options are available to the user on the main screen. It is not necessary many clicks to find the desired option.
- Pipeliner CRM is an extremely visual program that allows to visualize your entire sales funnel, generate alerts and notifications, synchronize calendars and full control of activities. Allowing full control of sales opportunities in a safe, visual and easily way.
- The program generates several options strategic reports that help in making strategic decisions of the sales team, in very simple, clean and in a direct way.
- Integration with Social Media. Your customers and employees are daily connected to social networks. It is essential, therefore, have a Pipeliner CRM system that includes the social interaction of the company with customers.
- Until now our company did not detect any improvement that can be made to Pipeliner CRM.