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
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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
(1-20 of 20)- Capture leads from multiple platforms.
- CRM Analytics & Customer support.
- Email integration.
- Lead generation.
- No major issue as such, however the user interface can be further eased.
- Also its a bit slow when it integrates with other software.
PipelinerCRM, Visualize your Sales Process
- Mapping out your Sales processes
- Having many Sales pipelines
- Very visual and intuitive interface
- Customization of ways your data should be viewed
- Difficulty to delete unwanted opportunities
- Downtime due to software update
- API Issues
Pipeliner is a great CRM
- Visually appealing
- Easy to customize
- Mobile friendly
Pipeliner Sales Efficiency Vehicle
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
- Automation could be made easier to setup
- account setup could be consolidated
- all so far
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.
The best CRM!
- Good user interface.
- Flexible.
- Easy to use.
- Video conferencing.
- Product presentation.
- More features.
Best CRM product ever
- 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.
Intuitive for Admins
- 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.
The future of CRM-PIPELINER
- Secure data archiving
- Easier task management
- No certified admins needed
- Voice prompts for task reminders
- Improved marketing capabilities
PIPELINER CRM IS THE BEST SALES SOFTWARE
- INCREASE COLLABORATION
- HANDLE TASK EFFECTIVELY
- GAIN MOBILITY AND FLEXIBILITY
- PERFORM TASKS WITH A USER-FRIENDLY INTERFACE
- VIEW ACCOUNT DATA MULTIPLE WAYS
- ITS NOT WELL KNOWN
The CRM you need in your office
- Creating leads
- Setting up meetings
- qualifying leads
- Invoices
- web entregration
- data capturing
How Pipeliner CRM helps the sales team to focus
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
- "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
Pipeliner is easy for admins
- Pulls sales reports.
- Tracks opportunities.
- Syncing option.
The last solution for your business (Pipeliner CRM)
- 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.
Pipeliner CRM Review
- Lead management.
- Mobile application.
- Sales commission calculation.
- Could have more integrations.
- Better marketing features.
A better CRM
- 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.
- 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.
Pipeliner CRM - A CRM for today's Sales Reps
- 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 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.
Why battle your CRM? Let it become your Strategic Ally!
- 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.
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.
- 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.
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 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.