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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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Learn from top reviewers

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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 7.6

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 7.5

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 7.3

Integrations with 3rd-party Software

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

8.5
Avg 7.3

Platform

8.2
Avg 7.4
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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 9.7.

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 From Top Reviewers

(1-5 of 20)

Pipeliner is easy for admins

Rating: 9 out of 10
March 19, 2020
KR
Vetted Review
Verified User
Pipeliner CRM
1 year of experience
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.
Cons
  • Syncing option.
It is a great tool for the sales team to track opportunities and get account and contact information.

All the entire sales and marketing professionals I recommend Pipeliner CRM.

Rating: 10 out of 10
January 16, 2015
PC
Vetted Review
Verified User
Pipeliner CRM
1 year of experience
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.
Cons
  • Until now our company did not detect any improvement that can be made to Pipeliner CRM.
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

How Pipeliner CRM helps the sales team to focus

Rating: 8 out of 10
May 13, 2020
GP
Vetted Review
Verified User
Pipeliner CRM
6 years of experience
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.
  • 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
Cons
  • "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
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.

Fast-to-learn, highly intuitive interface with uniform navigation

Rating: 9 out of 10
March 24, 2022
Vetted Review
Verified User
Pipeliner CRM
3 years of experience
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.
Cons
  • No major issue as such, however the user interface can be further eased.
  • Also its a bit slow when it integrates with other software.
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.

Ready to build your inbound revenue? Make Pipeliner CRM your pipeline manager.

Rating: 8 out of 10
April 17, 2015
RT
Vetted Review
Pipeliner CRM
1 year of 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.
Cons
  • 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.
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.
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