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Pipeliner CRM

Pipeliner CRM


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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Recent Reviews

Pipeliner CRM Review

10 out of 10
November 26, 2019
Pipeliner CRM is used by us to manage the leads, activities, sales pipeline, etc. We like this product as it addresses our business …
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A better CRM

8 out of 10
October 14, 2019
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 …
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Popular Features

View all 31 features
  • Forecasting (19)
  • Lead management (19)
  • Pipeline visualization (19)
  • Task management (19)

Video Reviews

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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


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, visit…


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services
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Product Demos

Creating a New Lead in Pipeliner CRM Mobile Application

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Sales Force Automation

This is the technique of using software to automate certain sales related tasks.

Avg 7.8

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Avg 7.6

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Avg 7.7

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Avg 7.6


This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Avg 7.7


This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Avg 8.4

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Avg 7.4

Integrations with 3rd-party Software

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

Avg 7.3


Avg 7.5
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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 9.5.

The most common users of Pipeliner CRM are from Small Businesses (1-50 employees).

Pipeliner CRM Customer Size Distribution

Small Businesses (1-50 employees)10%
Mid-Size Companies (51-500 employees)85%
Enterprises (more than 500 employees)5%
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Reviews and Ratings


Attribute Ratings


(1-20 of 20)
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GEORGE MWENISONGOLE | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • It is a user friendly ,easy to use, sales friendly interface.
  • Easy to customize depends on the user.
  • One of the best features is that it can be integrated with everything.
  • It has mobile app with built in AI.
  • Built-in email marketing feature.
  • Should include video conferencing calls.
  • Easy access to customer support.
Veronica Hugh | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
  • Pipeliner has made the system intuitive for admins.
  • Pipeliner has made the easy for users, this helps with adoption.
  • Pipeliner has great automation tools.
  • Pipeliner has come a long way to make it comparable with other CRM's, there are still a few limitations but they get smaller with every release.
Gary Perkins | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
  • 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
  • "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
Simon Tarh | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Pipeliner CRM manages our contacts so well.
  • Pipeliner CRM helps us to make voice to text note and also helps us to scan client's business cards.
  • Pipeliner CRM manages our sales process from one end to another.
  • Pipeliner CRM helps us to create perfect report and good invoices.
  • Pipeliner CRM needs to create a video chat room where you can see exactly where your employee is working in the field.
  • Pipeliner CRM needs to integrate a command where a user can use his voice to command what he wants.
November 26, 2019

Pipeliner CRM Review

Score 10 out of 10
Vetted Review
Verified User
  • Lead management.
  • Mobile application.
  • Sales commission calculation.
  • Could have more integrations.
  • Better marketing features.
October 14, 2019

A better CRM

Score 8 out of 10
Vetted Review
Verified User
  • It helps us to capture leads from anywhere.
  • It has its own mobile app, and a business card scanner is just awesome.
  • Affordable.
  • Integrations with other apps like Sabre.
  • Sending emails direct from Pipeliner.
Falodun Adewumi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
  • 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.
  • Voice prompts for task reminders.
Lori Grass | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
  • Our integration from 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.
Babette Ten Haken | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Highly logical, responsive and understandable visual interface.
  • Flexibility to configure platform to meet the needs of your business and team.
  • All data easily accessible and usable.
  • Terrific graphic interface makes report generation a breeze.
  • The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.
Randy Tucker | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
  • 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.
  • 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.
Paulo Castello | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • 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.
  • Until now our company did not detect any improvement that can be made to Pipeliner CRM.
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