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…
Fast-to-learn, highly intuitive interface with uniform navigation
PipelinerCRM, Visualize your Sales Process
Pipeliner is a great CRM
Pipeliner Sales Efficiency Vehicle
Few others across the globe are trying other …
The best CRM!
Best CRM product ever
Intuitive for Admins
The future of CRM-PIPELINER
PIPELINER CRM IS THE BEST SALES SOFTWARE
The CRM you need in your office
How Pipeliner CRM helps the sales team to focus
Pipeliner is easy for admins
The last solution for your business (Pipeliner CRM)
Pipeliner CRM Review
A better CRM
Popular Features
- Forecasting (19)9.090%
- Lead management (19)8.989%
- Pipeline visualization (19)8.383%
- Task management (19)8.383%
Pricing
STARTER - Basic sales management, tracking and collaboration
$65.00 per user per month
STARTER - Basic sales management, tracking and collaboration
$65 per user per month
BUSINESS - Full CRM functionality, customization and unique productivity features.
$85 per user per month
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Creating a New Lead in Pipeliner CRM Mobile Application
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.2Customer data management / contact management(18) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 8.8Workflow management(18) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 8.9Territory management(16) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 9Opportunity management(18) Ratings
Users can track deals and create quotes.
- 9.7Integration with email client (e.g., Outlook or Gmail)(17) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 8.8Contract management(16) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 9.6Quote & order management(2) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 8.9Interaction tracking(17) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 9Channel / partner relationship management(14) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 9.1Case management(1) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 9.1Call center management(1) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 9.6Help desk management(2) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8.9Lead management(19) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 8.2Email marketing(2) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 8.3Task management(19) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 9.1Billing and invoicing management(1) Ratings
This includes automated invoice creation and billing.
- 9Reporting(18) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 9Forecasting(19) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 8.3Pipeline visualization(19) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 7.5Customizable reports(19) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.2Custom fields(19) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8Custom objects(18) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 9.1Scripting environment(1) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.1API for custom integration(17) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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.
- 8.3Single sign-on capability(17) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.2Role-based user permissions(18) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 8Social data(17) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 8.7Social engagement(17) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 7.9Marketing automation(17) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 9.1Compensation management(1) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 8.2Mobile access(17) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Pipeliner CRM?
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
Pipeliner CRM Videos
Pipeliner CRM Integrations
- Act-On Software
- Dropbox
- HubSpot Marketing Hub
- Mailchimp
- VerticalResponse
- Right On Interactive
- Google Core products and Gmail
- MS Outlook
- MS Office
- Office 365
- ExactTarget
- many more
Pipeliner CRM Competitors
Pipeliner CRM Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows, Mac |
Mobile Application | Apple iOS, Android, Windows Phone, Mobile Web |
Supported Languages | English, German, Portuguese |
Frequently Asked Questions
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% |
Comparisons
Compare with
Reviews and Ratings
(29)Community Insights
- Business Problems Solved
- Recommendations
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
(1-19 of 19)- Customer data management / contact management
- 80%8.0
- Workflow management
- 90%9.0
- Territory management
- 90%9.0
- Opportunity management
- 90%9.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 90%9.0
- Interaction tracking
- 90%9.0
- Channel / partner relationship management
- 90%9.0
- Lead management
- 90%9.0
- Task management
- 80%8.0
- Reporting
- 90%9.0
- Forecasting
- 90%9.0
- Pipeline visualization
- 80%8.0
- Customizable reports
- 70%7.0
- Custom fields
- 80%8.0
- Custom objects
- 80%8.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 80%8.0
- Single sign-on capability
- 80%8.0
- Social data
- 80%8.0
- Social engagement
- 90%9.0
- Marketing automation
- 80%8.0
- Mobile access
- 80%8.0
PipelinerCRM, Visualize your Sales Process
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Territory management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 90%9.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 100%10.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- N/AN/A
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 100%10.0
- Social engagement
- 100%10.0
- Marketing automation
- N/AN/A
- Mobile access
- 100%10.0
Pipeliner is a great CRM
- Customer data management / contact management
- 100%10.0
- Workflow management
- 90%9.0
- Territory management
- 80%8.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 90%9.0
- Interaction tracking
- 80%8.0
- Channel / partner relationship management
- 100%10.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 90%9.0
- Social engagement
- 90%9.0
- Marketing automation
- 90%9.0
- Mobile access
- 100%10.0
Pipeliner Sales Efficiency Vehicle
- Customer data management / contact management
- 80%8.0
- Workflow management
- 90%9.0
- Territory management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 80%8.0
- Interaction tracking
- 70%7.0
- Channel / partner relationship management
- 100%10.0
- Lead management
- 90%9.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 90%9.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 70%7.0
- Custom fields
- 100%10.0
- Custom objects
- 70%7.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 60%6.0
- Social engagement
- 60%6.0
- Marketing automation
- 70%7.0
- Mobile access
- 100%10.0
The best CRM!
- Customer data management / contact management
- 80%8.0
- Workflow management
- 90%9.0
- Territory management
- 90%9.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 90%9.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 90%9.0
- Lead management
- 90%9.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 80%8.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 80%8.0
- Single sign-on capability
- 80%8.0
- Social data
- 80%8.0
- Social engagement
- 70%7.0
- Marketing automation
- 70%7.0
- Mobile access
- 70%7.0
Best CRM product ever
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Territory management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 100%10.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 100%10.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 90%9.0
- Social engagement
- 100%10.0
- Marketing automation
- 100%10.0
- Mobile access
- 100%10.0
Intuitive for Admins
- Customer data management / contact management
- 70%7.0
- Workflow management
- 60%6.0
- Territory management
- N/AN/A
- Opportunity management
- 80%8.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 80%8.0
- Interaction tracking
- N/AN/A
- Channel / partner relationship management
- N/AN/A
- Lead management
- 60%6.0
- Task management
- 80%8.0
- Reporting
- 80%8.0
- Forecasting
- 80%8.0
- Pipeline visualization
- 80%8.0
- Customizable reports
- 80%8.0
- Custom fields
- 70%7.0
- Custom objects
- 30%3.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 60%6.0
- Single sign-on capability
- 90%9.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- 60%6.0
- Mobile access
- N/AN/A
The future of CRM-PIPELINER
- Customer data management / contact management
- 100%10.0
- Workflow management
- 90%9.0
- Territory management
- 90%9.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 100%10.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 100%10.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 100%10.0
- Social engagement
- 100%10.0
- Marketing automation
- 100%10.0
- Mobile access
- 100%10.0
PIPELINER CRM IS THE BEST SALES SOFTWARE
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Territory management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 100%10.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 100%10.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 90%9.0
- Social engagement
- 90%9.0
- Marketing automation
- 100%10.0
- Mobile access
- 100%10.0
The CRM you need in your office
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Territory management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 100%10.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 100%10.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 100%10.0
- Social engagement
- 100%10.0
- Marketing automation
- 100%10.0
- Mobile access
- 100%10.0
How Pipeliner CRM helps the sales team to focus
- Customer data management / contact management
- 90%9.0
- Workflow management
- 60%6.0
- Territory management
- 90%9.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 60%6.0
- Interaction tracking
- 50%5.0
- Lead management
- 60%6.0
- Task management
- 60%6.0
- Reporting
- 90%9.0
- Forecasting
- 90%9.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 80%8.0
- Custom fields
- 80%8.0
- Custom objects
- 60%6.0
- API for custom integration
- 70%7.0
- Role-based user permissions
- 80%8.0
- Single sign-on capability
- 80%8.0
- Social data
- 70%7.0
- Social engagement
- 70%7.0
- Marketing automation
- 80%8.0
- Mobile access
- 90%9.0
Pipeliner is easy for admins
- Customer data management / contact management
- N/AN/A
- Workflow management
- N/AN/A
- Territory management
- N/AN/A
- Opportunity management
- N/AN/A
- Integration with email client (e.g., Outlook or Gmail)
- N/AN/A
- Contract management
- N/AN/A
- Interaction tracking
- N/AN/A
- Channel / partner relationship management
- N/AN/A
- Lead management
- 80%8.0
- Task management
- 80%8.0
- Reporting
- 90%9.0
- Forecasting
- 90%9.0
- Pipeline visualization
- 90%9.0
- Customizable reports
- 80%8.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 80%8.0
- Single sign-on capability
- 80%8.0
- Social data
- N/AN/A
- Social engagement
- N/AN/A
- Marketing automation
- N/AN/A
- Mobile access
- N/AN/A
The last solution for your business (Pipeliner CRM)
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Territory management
- 90%9.0
- Opportunity management
- 90%9.0
- Integration with email client (e.g., Outlook or Gmail)
- 90%9.0
- Contract management
- 80%8.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 100%10.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 90%9.0
- Single sign-on capability
- 100%10.0
- Social data
- 80%8.0
- Social engagement
- 100%10.0
- Marketing automation
- 80%8.0
- Mobile access
- 100%10.0
Pipeliner CRM Review
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Territory management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 100%10.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 100%10.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 100%10.0
- Social engagement
- 100%10.0
- Marketing automation
- 100%10.0
- Mobile access
- 100%10.0
A better CRM
- Customer data management / contact management
- 70%7.0
- Workflow management
- 80%8.0
- Territory management
- 70%7.0
- Opportunity management
- 90%9.0
- Integration with email client (e.g., Outlook or Gmail)
- 80%8.0
- Contract management
- 90%9.0
- Interaction tracking
- 80%8.0
- Channel / partner relationship management
- 90%9.0
- Lead management
- 80%8.0
- Task management
- 80%8.0
- Reporting
- 90%9.0
- Forecasting
- 90%9.0
- Pipeline visualization
- 90%9.0
- Customizable reports
- 90%9.0
- Custom fields
- 90%9.0
- Custom objects
- 90%9.0
- API for custom integration
- 90%9.0
- Role-based user permissions
- 90%9.0
- Single sign-on capability
- 90%9.0
- Social data
- 90%9.0
- Social engagement
- 90%9.0
- Marketing automation
- 90%9.0
- Mobile access
- 90%9.0
- Customer data management / contact management
- 100%10.0
- Workflow management
- 80%8.0
- Territory management
- 80%8.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 90%9.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 90%9.0
- Lead management
- 100%10.0
- Task management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 90%9.0
- API for custom integration
- 80%8.0
- Role-based user permissions
- 90%9.0
- Single sign-on capability
- 90%9.0
- Social data
- 90%9.0
- Social engagement
- 90%9.0
- Marketing automation
- 90%9.0
- Mobile access
- 100%10.0
Pipeliner CRM - A CRM for today's Sales Reps
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- N/AN/A
- Contract management
- N/AN/A
- Quote & order management
- 100%10.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- N/AN/A
- Case management
- N/AN/A
- Call center management
- N/AN/A
- Help desk management
- 100%10.0
- Lead management
- 100%10.0
- Email marketing
- N/AN/A
- Task management
- 100%10.0
- Billing and invoicing management
- N/AN/A
- Reporting
- N/AN/A
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- Scripting environment
- N/AN/A
- API for custom integration
- N/AN/A
- Role-based user permissions
- N/AN/A
- Single sign-on capability
- N/AN/A
- Social data
- 100%10.0
- Social engagement
- 100%10.0
- Marketing automation
- 100%10.0
- Compensation management
- N/AN/A
- Mobile access
- 100%10.0
Why battle your CRM? Let it become your Strategic Ally!
- Customer data management / contact management
- 100%10.0
- Workflow management
- 100%10.0
- Territory management
- 100%10.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 100%10.0
- Contract management
- 100%10.0
- Quote & order management
- 100%10.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- 100%10.0
- Case management
- 100%10.0
- Call center management
- 100%10.0
- Help desk management
- 100%10.0
- Lead management
- 100%10.0
- Email marketing
- 100%10.0
- Task management
- 100%10.0
- Billing and invoicing management
- 100%10.0
- Reporting
- 100%10.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 100%10.0
- Custom objects
- 100%10.0
- Scripting environment
- 100%10.0
- API for custom integration
- 100%10.0
- Role-based user permissions
- 100%10.0
- Single sign-on capability
- 100%10.0
- Social data
- 100%10.0
- Social engagement
- 100%10.0
- Marketing automation
- 100%10.0
- Compensation management
- 100%10.0
- Mobile access
- 100%10.0
- Customer data management / contact management
- 70%7.0
- Workflow management
- 80%8.0
- Territory management
- 50%5.0
- Opportunity management
- 100%10.0
- Integration with email client (e.g., Outlook or Gmail)
- 70%7.0
- Interaction tracking
- 100%10.0
- Channel / partner relationship management
- N/AN/A
- Lead management
- 80%8.0
- Email marketing
- 80%8.0
- Task management
- 60%6.0
- Reporting
- 90%9.0
- Forecasting
- 100%10.0
- Pipeline visualization
- 100%10.0
- Customizable reports
- 100%10.0
- Custom fields
- 80%8.0
- API for custom integration
- 70%7.0
- Role-based user permissions
- 70%7.0
- Single sign-on capability
- N/AN/A
- Social data
- 70%7.0
- Social engagement
- 50%5.0
- Marketing automation
- 50%5.0
- Mobile access
- 100%10.0