Skip to main content
TrustRadius
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…

Read more

Learn from top reviewers

PipelinerCRM, Visualize your Sales Process

Rating: 10 out of 10
October 8, 2021
Vetted ReviewVerified User
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 v...
Continue reading
Jean François SACK
Consultant - Marketing
Sales Consultant
LUNACORP
Pipeliner CRM1 year of experience

Pipeliner is a great CRM

Rating: 10 out of 10
August 19, 2021
Vetted ReviewVerified User
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 help...
Continue reading
Erick Parker
C-Level Executive - Corporate
Owner
Sales Broker. LLC
Pipeliner CRM1 year of experience

Pipeliner Sales Efficiency Vehicle

Rating: 10 out of 10
July 21, 2021
Vetted ReviewVerified User
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 helpe...
Continue reading
Elliot Gaborone
Account Manager - Sales
Sales Manager
SPM Publishers International

Best CRM product ever

Rating: 10 out of 10
June 2, 2021
Vetted ReviewVerified User
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 re...
Continue reading
GEORGE MWENISONGOLE
Executive - Sales
Direct Sales Agent
Millicom (Tigo)
Pipeliner CRM1 year of experience

The future of CRM-PIPELINER

Rating: 10 out of 10
April 30, 2021
Vetted ReviewVerified User
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 i...
Continue reading
Emmanuel Alex Prah
Supervisor - Sales
Field Sales Manager
Zegha Electric
Pipeliner CRM3 years of experience
Log in with LinkedIn to see content from your network
Return to navigation

Pricing

View all pricing

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
Return to navigation

Product Demos

Creating a New Lead in Pipeliner CRM Mobile Application

YouTube
Return to navigation

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 7.2

Platform

8.2
Avg 7.4
Return to navigation

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%
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews From Top Reviewers

View all reviews
(1-5 of 8)

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

Rating: 8 out of 10
April 17, 2015
RT
Randy Tucker
President / CTO
TeamAutomation (Information Technology and Services, 1-10 employees)
Vetted Review
Reseller
Pipeliner CRM
1 year of experience
Use Cases and Deployment Scope

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.

Pros
  • 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.
Likelihood to Recommend
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.

Pipeliner CRM Review

Rating: 10 out of 10
November 26, 2019
Verified User
Account Manager in Sales
Electrical & Electronic Manufacturing Company, 5001-10,000 employees
Vetted Review
Verified User
Pipeliner CRM
1 year of experience
Use Cases and Deployment Scope
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.
Pros
  • Lead management.
  • Mobile application.
  • Sales commission calculation.
Cons
  • Could have more integrations.
  • Better marketing features.
Likelihood to Recommend
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.

How Pipeliner CRM helps the sales team to focus

Rating: 8 out of 10
May 13, 2020
GP
Gary Perkins
Director
CRM Cloud Limited (Information Technology and Services, 1-10 employees)
Vetted Review
Verified User
Pipeliner CRM
6 years of experience
View profile
Use Cases and Deployment Scope
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.
Pros
  • 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
Likelihood to Recommend
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.

A better CRM

Rating: 8 out of 10
October 14, 2019
HN
Hamza Naeem
Business Manager
Commtel Digital (Marketing and Advertising, 51-200 employees)
Vetted Review
Verified User
Pipeliner CRM
2 years of experience
Use Cases and Deployment Scope
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.
Pros
  • It helps us to capture leads from anywhere.
  • It has its own mobile app, and a business card scanner is just awesome.
  • Affordable.
Cons
  • Integrations with other apps like Sabre.
  • Sending emails direct from Pipeliner.
Likelihood to Recommend
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.

Pipeliner CRM is top notch and a one-stop answer when it comes to CRM

Rating: 9 out of 10
October 04, 2019
Use Cases and Deployment Scope
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.
Pros
  • 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.
Cons
  • Voice prompts for task reminders.
Likelihood to Recommend
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.
Return to navigation