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Pipeliner CRM

Pipeliner CRM

Overview

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 a visual sales process, profiles, and charts, all of which aim to help users take the right…

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Recent Reviews

TrustRadius Insights

Pipeliner CRM has gained popularity among users for its ability to store data, track revenue generation, and provide a visually appealing …
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The best CRM!

10 out of 10
July 12, 2021
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 …
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Pipeliner CRM Review

10 out of 10
November 26, 2019
Pipeliner CRM is used by us to manage the leads, activities, sales pipeline, etc. We like this product as it addresses our business …
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A better CRM

8 out of 10
October 14, 2019
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 …
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Popular Features

View all 31 features
  • Forecasting (19)
    9.0
    90%
  • Lead management (19)
    8.9
    89%
  • Pipeline visualization (19)
    8.3
    83%
  • Task management (19)
    8.3
    83%
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Pricing

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STARTER - Basic sales management, tracking and collaboration

$65.00 per user per month

On Premise

STARTER - Basic sales management, tracking and collaboration

$65 per user per month

Cloud

BUSINESS - Full CRM functionality, customization and unique productivity features.

$85 per user per month

On Premise

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
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Product Demos

Creating a New Lead in Pipeliner CRM Mobile Application

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

9
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

9.3
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

8.6
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

8.8
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

8.3
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.3
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.2
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

8.4
Avg 7.2

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

8.5
Avg 7.1

Platform

8.2
Avg 7.5
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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 a 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 an 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

Pipeliner CRM Screenshots

Screenshot of Pipeliner CRM — A sales enablement tool focused  on pipeline management, sales process & analytics.Screenshot of Can be used with email such as MS Outlook, gmailScreenshot of The pipeline view, to review and forecast sales, manage revenue risk, collaborate with a sales teamScreenshot of Pipeliner CRM opportunity viewScreenshot of Analytics: analyse win/loss rates, review sales person/team/territory performance, set key sales metrics & goals, leading & lagging indicatorsScreenshot of Visual Sales Tool: designed to cut through the noise, focuses on high value activities, everything in one place (no need for multiple tools)Screenshot of A visual sales process: creates a clear pathway through the sales cycle, guidance on correct actions & activitiesScreenshot of Profiles & Charts: buyers and their roles in a sales process, key contacts in an organization for account managementScreenshot of Multi-platform views: desktop, mobile, online & offlineScreenshot of Web Data Collection: Web Clipper, Google Forms

Pipeliner CRM Videos

Pipeliner CRM is a simple CRM system designed to address 6 major problems that sales organisations cope with on daily basis with solutions that are simple, systematic and with sales and end user in mind.
Enhancements that help manage sales teams- starting with Insights.
A CRM for visualizing sales processes and activities

Pipeliner CRM Integrations

Pipeliner CRM Competitors

Pipeliner CRM Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web
Supported LanguagesEnglish, German, Portuguese

Frequently Asked Questions

Zendesk Sell, Pipedrive, and Teamgate CRM are common alternatives for Pipeliner CRM.

Reviewers rate Integration with email client (e.g., Outlook or Gmail) highest, with a score of 9.6.

The most common users of Pipeliner CRM are from Small Businesses (1-50 employees).

Pipeliner CRM Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)10%
Mid-Size Companies (51-500 employees)85%
Enterprises (more than 500 employees)5%
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Comparisons

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Reviews and Ratings

(30)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Pipeliner CRM has gained popularity among users for its ability to store data, track revenue generation, and provide a visually appealing and user-friendly interface. Users have praised the software for its effectiveness in customer support, management, and administration. It offers a more progressive feature set compared to other CRMs, making it a cost-effective alternative. The software's intuitive drag-and-drop functions enable efficient management of leads and sales processes, and its mobile app feature is particularly useful for field agents. Sales teams find it beneficial for streamlining processes, monitoring tasks, and facilitating deal closure.

One of the key use cases of Pipeliner CRM is its ability to manage sales processes, accounts, contacts, leads, and opportunities effectively. Users rely on the software for timely follow-up and scheduling of activities. It has proven to be effective in generating leads and identifying potential opportunities for sales growth. The software is widely used across organizations with different roles, with the sales team utilizing it to track and enter opportunities, and administrators using it for training purposes, data importation, and report generation. Users also value the integration capabilities of Pipeliner CRM with internal apps and tools like MS Outlook, as well as its ability to capture leads from platforms like Facebook and LinkedIn.

In summary, Pipeliner CRM has gained recognition for its ability to store data, track revenue generation, and provide a visually appealing and user-friendly interface. Its drag-and-drop functions simplify lead and sales process management, and its mobile app is particularly useful for field agents. Users appreciate the quality of the software and its effectiveness in customer support, management, and administration. Overall, Pipeliner CRM helps organizations focus on customer needs, streamline processes, and increase revenue generation.

Users highly recommend Pipeliner CRM for its flexibility and ease of use. They appreciate the customization capabilities it offers, allowing them to tailor the CRM to their specific needs. The support from the Pipeliner CRM team is also commended, as users have found them responsive and helpful in resolving any issues or providing guidance. Companies, sales managers, and sales reps are all recommended to use Pipeliner CRM based on its user-friendly interface and ability to adapt to different workflows. Overall, Pipeliner CRM is praised for its versatility and helpful features, making it a valuable tool for businesses in managing their sales processes effectively.

Attribute Ratings

Reviews

(1-20 of 20)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
This has helped me a lot when I had integrated this with one of my old PST data from outlook & it had actually captured data of the last 10 years & helped me in filtering out important leads & I was able to convert one transaction.
Jean François SACK | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
PipelinerCRM is Sales software designed to deliver higher levels of engagements not only between the user and software but also between users and customers. In the same vein, it is designed for Salespeople like Salesteam, Sales Executives. it aims to enhance better leads management, highlighting sales processes, Improving high quality and accurate sales reporting.
Elliot Gaborone | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I personally believe it is well suited for any serious sales personnel.
It is well laid out and doesn't feel/seem like any other CRM.
Drag and Drop Functionality, Visually seeing where within the sales process a lead is very useful.
Doesn't seem daunting or with a steep learning curve.
July 12, 2021

The best CRM!

Ramadhani Msika | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
It is good that it allows and enables user to prepare reports in a good way it is easy to use and it has got flexible and amazing features that make it a great one. But the feature of email marketing is one that has to be improved and all.
GEORGE MWENISONGOLE | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
The scenario whereby Pipeliner CRM is well suited is its sales process, it is well defined and helps to increase revenue and easy management of customers and sales activities. Also, sales managers can well manage sales representatives. It is less appropriate when one wants the feature of email marketing unless they can integrate it with third-party software.
Emmanuel Alex Prah | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Pipeliner CRM is very flexible, easy to work with, data capturing is at [its] best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training. This really helps in the [execution] of the task in our organization.
Mfundo Ntsodo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Pipeliner CRM is well suited in creating leads and opportunities the leads has. The process gives an insight of how you qualify a lead from from stage of entering to purchase. It also show you the time frame when the lead was created and how long the opportunity has been there.
Gary Perkins | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
My best scenario is for pure Sales Teams moving from ad hoc forecasting or management of lads and opportunities through Excel or some other tool and not needing a cloud-based tool for easy access on different devices. On desktop, iPad and mobile, for instance, where core information is easy to hand and ideally there is a sales process to follow or that needs to be implemented. Typically, this works best when there are 5-25 users involved, so you need to share information and ensure you don't duplicate data and, more importantly, effort. The visual element makes it easy to drag and drop. Setting up some basic reports and metrics can be done by most Sales Managers, albeit sometimes training will help here.
November 26, 2019

Pipeliner CRM Review

Score 10 out of 10
Vetted Review
Verified User
It is well suited if you need a CRM that is very easy to use and is less suited if you are looking for a marketing-focused CRM.
October 14, 2019

A better CRM

Score 8 out of 10
Vetted Review
Verified User
Pipeliner is suited for any company which has a sales department. The best thing about Pipeliner is that it is customizable to any type of industry, so every kind of business can use it. Also has the best mobile app.
Falodun Adewumi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Reseller
Pipeliner CRM is about sales! Sales processes, management, analytics. With Pipeliner CRM, sales processes are streamlined to foster coordinated results. Each process is monitored and visible to the management, so as to unveil obvious and feasible concepts of helping salespersons achieve the target. Management or Head of Sales can easily access reports for meetings, presentations, and other purposes.
Babette Ten Haken | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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.
Randy Tucker | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Reseller
Pipeliner is really suited for a sales environment. It is not well suited for customer or product maintenance and support organizations.

Q1 - Are you planning on building up your sales revenue? Yes = Pipeliner, No = Other
Q2 - Do you have the need for individual customer support issues and tasks? Yes = other, No = Pipeliner.

As you can see, we really believe Pipeliner CRM is a lead management through operations delivery tool. The heart of building any company is really these centers. The surrounding or auxiliary functions in a company may need to augment the Pipeliner tool.
Paulo Castello | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
When I started my startup I needed a CRM focused on sales and had a good view of information flows. After much searching, Pipeliner CRM showed the best sales and marketing software with interactive visualization tools which can monitor all potential customers within the sales funnel in an organized and dynamic way. All the entire sales and marketing professionals I recommend Pipeliner CRM
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