Pipeliner CRM Reviews

15 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.9 out of 100

Do you work for this company? Manage this listing

Overall Rating

Reviewer's Company Size

Last Updated

By Topic

Industry

Department

Experience

Job Type

Role

Filtered By:

Reviews (1-1 of 1)

Paulo Castello | TrustRadius Reviewer
January 15, 2015

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

Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Renew

10
Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.

Read Paulo Castello's full review

Feature Scorecard Summary

Customer data management / contact management (8)
8.6
Workflow management (8)
7.7
Territory management (7)
8.0
Opportunity management (8)
9.0
Integration with email client (e.g., Outlook or Gmail) (7)
8.3
Contract management (6)
7.7
Quote & order management (2)
9.6
Interaction tracking (8)
7.8
Channel / partner relationship management (5)
8.6
Case management (1)
9.1
Call center management (1)
9.1
Help desk management (2)
9.6
Lead management (9)
7.9
Email marketing (2)
8.2
Task management (9)
7.9
Billing and invoicing management (1)
9.1
Reporting (8)
8.8
Forecasting (9)
8.8
Pipeline visualization (9)
9.0
Customizable reports (9)
8.4
Custom fields (9)
8.6
Custom objects (8)
8.0
Scripting environment (1)
9.1
API for custom integration (8)
7.9
Single sign-on capability (7)
8.3
Role-based user permissions (8)
8.1
Social data (8)
7.9
Social engagement (8)
8.2
Marketing automation (8)
8.1
Compensation management (1)
9.1
Mobile access (8)
8.9

About 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 an easy to follow, 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 the market leading 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
Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Does not have featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Has featureLead management
Does not have featureEmail marketing
CRM Project Management Features
Has featureTask management
Does not have featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Has featureSocial data
Has featureSocial engagement
Integrations with 3rd-party Software Features
Has featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access
Additional Features
Has featureUser interface that speaks in the language of Visual - A picture is worth 1,000 spreadsheets.
Has featureInstant Insights -- A "glass-bottom boat" view of your sales process and pipeline. You see it all at a glance.
Has featureCollaboration tools make the sales pipeline transparent. Everybody is on the same course and the right track.
Has featureUnique hybrid engineering means you can work in the Cloud or when not online -- on your full system.
Has featureIntegrated with Twitter, Facebook, Google+ to make social selling easier and more organized
Has featureSlice-and-dice dashboard reporting that gives any view in real time.
Has featurePipeline analysis is "instant read" so managers can intervene to coach instead of sell.
Has featureSales Archive -- Unique to us, the Archive keeps all data for study, evaulation, and review of sales processes.
Has featureMobile - Access Pipeliner on-the-go with our mobile app
Has featureSales Process - Pipeliner adapts to a company’s sales process stages within minutes. Drag and drop your sales opportunities from one stage to another, track and analyze your opportunities, and find an instant overview of your business.
Has featureEmail Integrations - Continue working in your email platform utilizing Pipeliner’s winning formula.

Pipeliner CRM Screenshots

Pipeliner CRM Integrations

Act-On Software, Dropbox, HubSpot, Mailchimp, Vertical Response, Right On Interactive, Google Core products and Gmail, MS Outlook, MS Office, Office 365, ExactTarget, many more

Pipeliner CRM Competitors

Pricing

  • Has featureFree Trial Available?Yes
  • Has featureFree or Freemium Version Available?Yes
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No
On-premise EditionPricing DetailsTerms
BUSINESS - Full CRM functionality, customization and unique productivity features$65.00Per User per Month
Business STARTER - Basic sales management, tracking and collaboration$35.00Per User per Month
ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services$85.00Per User per month
SaaS EditionPricing DetailsTerms
Essentials - Basic sales management, tracking and collaboration$35.00Per user, per month
Professional - Full CRM functionality, customization and unique productivity features$65.00Per user, per month
ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services$85.00Per user, per month

Pipeliner CRM Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
10%
Mid-Size Companies (51-500 employees)
85%
Enterprises (> 500 employees)
5%

Pipeliner CRM Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Pipeliner CRM Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows, Mac
Mobile Application:Apple iOS, Android, Windows Phone, Mobile Web
Supported Languages: English, German, Portuguese