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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 Sales Efficiency Vehicle

Rating: 10 out of 10
July 21, 2021
EG
Vetted Review
Verified 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 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
Cons
  • Automation could be made easier to setup
  • account setup could be consolidated
  • all so far
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.

PipelinerCRM, Visualize your Sales Process

Rating: 10 out of 10
October 08, 2021
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
Cons
  • Difficulty to delete unwanted opportunities
  • Downtime due to software update
  • API Issues
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.

PIPELINER CRM IS THE BEST SALES SOFTWARE

Rating: 9 out of 10
January 12, 2021
Vetted Review
Verified User
Pipeliner CRM
1 year of experience
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
Cons
  • ITS NOT WELL KNOWN
PIPELINER CRM is not industry specific it suites all industries

Pipeliner CRM - A CRM for today's Sales Reps

Rating: 10 out of 10
August 19, 2015
LG
Vetted Review
Verified User
Pipeliner CRM
1 year of experience
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.
Cons
  • 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.
Ask about implementation specifics.

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.
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