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Who Uses Pipeliner CRM?
Pipeliner CRM is a sales enablement tool for a sales management and salespeople. With a simple winning formula to focus on what matters most, pipeline + process + focus + analytics to increase revenue
What Is Pipeliner CRM?
Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own.
Pipeliners administration backend is also visual and easy to use with drag n drop, in-line editing and other non-technical tools plus Pipeliner has the marketing leading Mobile CRM app included.
Pipeliner CRM Details
Pipeliner
http://www.pipelinersales.com
Founded 2011
Compare Pipeliner CRM with similar products
Starting price
Free Version
Free Trial
Pipeliner CRM deployment and support
Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Deployment
- Cloud, SaaS, Web-based
- Mac (Desktop)
- Windows (Desktop)
- Windows (On-Premise)
- Linux (On-Premise)
- Android (Mobile)
- iPhone (Mobile)
- iPad (Mobile)
Training
- In Person
- Live Online
- Webinars
- Documentation
- Videos
Pipeliner CRM Features
CRM Software
- API
- Activity Dashboard
- Activity Management
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile Access
- Opportunity Management
- Pipeline Management
- Projections
- Quotes/Estimates
- Referral Tracking
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Contact Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Batch Processing
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Data Synchronization
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Reminders
- Reporting & Statistics
- Role-Based Permissions
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Shared Contacts
- Social Media Integration
- Tagging
- Task Management
- Template Management
- Third Party Integrations
- Workflow Management
Lead Management Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Campaign Analytics
- Campaign Management
- Contact Database
- Contact Management
- Customer Database
- Customer Segmentation
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Forecasting
- Interaction Tracking
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Monitoring
- Opportunity Management
- Pipeline Management
- Pipeline Reports
- Prospecting Tools
- Real Time Data
- Real Time Notifications
- Reminders
- Reporting & Statistics
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Social Media Integration
- Source Tracking
- Task Management
- Template Management
- Third Party Integrations
- Web Forms
- Workflow Management
Mobile Software
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- App Management
- Audit Management
- Barcode / Ticket Scanning
- CRM
- Chat/Messaging
- Compliance Management
- Configurable Workflow
- Content Management
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Collection
- Data Import/Export
- Data Management
- Data Visualization
- Digital Signature
- Document Management
- Document Storage
- Drag & Drop
- Electronic Signature
- File Management
- Forms Automation
- Forms Management
- GPS
- Live Chat
- Mobile Access
- Mobile Device Management
- Offline Access
- Policy Management
- Real Time Data
- Real Time Notifications
- Real Time Reporting
- Real-time Updates
- Remote Access/Control
- Remote Monitoring & Management
- Reporting & Statistics
- SMS Messaging
- SSL Security
- Single Sign On
- Social Media Integration
- Third Party Integrations
- Video Management
- Visual Analytics
- Workflow Management
Online CRM Software
- API
- Activity Dashboard
- Activity Tracking
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Cataloging/Categorization
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customer Service Analytics
- Customer Support
- Customer Surveys
- Customizable Fields
- Customizable Templates
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- FAQ
- Forecasting
- Interaction Tracking
- Knowledge Management
- Lead Capture
- Lead Management
- Live Chat
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Reminders
- Reporting & Statistics
- Request Escalation
- Routing
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Self Service Portal
- Social Media Integration
- Task Management
- Third Party Integrations
- Web-based Deployment
- Workflow Management
- XML / RSS
Sales Force Automation Software
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- CRM
- Calendar Management
- Call Management
- Campaign Management
- Channel Management
- Commission Management
- Contact Database
- Contact Management
- Contract/License Management
- Customer Database
- Customer Segmentation
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Field Sales Management
- Forecasting
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Proposal Generation
- Real Time Data
- Real Time Reporting
- Referral Tracking
- Reminders
- Reporting & Statistics
- Sales Activity Management
- Sales Automation
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Task Management
- Territory Management
- Third Party Integrations
- Workflow Management
Sales Forecasting Software
- "What If" Scenarios
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Budgeting/Forecasting
- Business Process Control
- CRM
- Collaboration Tools
- Competitive Analysis
- Contact Database
- Contact Management
- Correlation Analysis
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Visualization
- Drag & Drop
- Dynamic Modeling
- Email Management
- Exception Reporting
- Forecasting
- Graphical Data Presentation
- Lead Capture
- Lead Management
- Lead Qualification
- Modeling & Simulation
- Multi-Currency
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Reporting & Statistics
- Role-Based Permissions
- Sales Forecasting
- Sales Reports
- Sales Trend Analysis
- Statistical Analysis
- Task Management
- Third Party Integrations
- Visual Analytics
- Workflow Management
Pipeliner CRM Alternatives
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Pipeliner CRM Reviews
Read all reviewsOverall rating
Average score
Kannan K.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & FunctionalityUnrated
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to RecommendUnrated
- Reviewer Source
- Source: GetApp
- Reviewed on 12/11/2015
"Pipeliner CRM - Customer Success Platform built on Principles by Sales Professionals for Sales Professionals"
Comments: Salespeople are a rare breed. They love meeting and/or talking to customers all the time. For them, productivity is measured in terms of number of deals closed every month. They are the entrepreneurs within the organization. They think the company runs successfully because of them. And they are simply right. They have no time to do data entry. They simply do not have the time to follow cumbersome procedures. They want a CRM product that simply thinks like they do. And Pipeliner fits the bill perfectly. I am yet to see a product that is crafted for the Salespeople. As a salesperson, I am in love with Pipeliner, the CRM Software that made me fall in love with Sales again.
Pros:
Ease of Use
Integration with Apps that you use
Visualization of Sales stages
No expert skills required
Lets you focus on the right leads at the right time
Always available on the cloud and on your mobile devices [Android, iOS apps] - whether you are connected or not. Auto Syncing once you are connected.
There are no multiple editions to choose from. Single edition and you get all the features at one low price.
Over a 3 year period, you will pay 50% less than the popular cloud app [that tries to do everything under the sun completely ignoring the very purpose with which the company was started or what their name means]. Whereas Pipeliner is built for the Sales Force. To empower them in true sense.
What's more? You would have achieved more sales than if you use the popular cloud app. And cultivated happy customers for life.
Do you want more sales ? Do you want to manage your sales leads with utmost sophistication ? Do you want to make sure your sales people focus on the right clients at the right time ? Do you want to see your pipelines visually ? Do you want instant intelligence on everything about Sales at your fingertips ? Do you want your sales people to fall in love with Sales again ? The answer is "Pipeliner CRM". Go for it. You will NOT have any regrets.
Cons: Nothing whatsoever. I have no complaints at all.
- Reviewer Source
- Source: GetApp
- Reviewed on 12/11/2015
Robert K.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 12/01/2020
"Pipeliner CRM - Powerful and Flexible"
Pros: Pipeliner CRM system is very visual and easy to navigate. The visual Pipeliner makes it easy to track and manage the different stages of your project pipelines! The Navigator feature gives an instant visual update on what indicators are lagging and progress vs sales targets.
Cons: There is not much to dislike with this software. Initial set up can take a little effort (no more that others), but once complete little effort is required to maintain and use this program.
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 12/01/2020
Anthony D.
-
Overall Rating4 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support4 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 02/06/2021
"PRODUCT OF VALUE: PIPELINER CRM"
Comments: Pipeliner CRM is good value for money spent to acquire it.
Pros:
Interactive interface with drag n drop tool
Ability to customise leads to fit in to sales process
Ability to customize reports and report templates to fit in to company's processes
Ease of use and integration with other software
Cons: Satisfied with the product but looking forward to an updated version with faster loading time
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 02/06/2021
Agustin F.
-
Overall Rating2 /5
-
Ease of Use2 /5
-
Features & Functionality2 /5
-
Customer Support2 /5
-
Value for Money1 /5
-
Likelihood to Recommend
- Reviewer Source
- Reviewed on 20/02/2020
"Really bad tool if we think that MKT and Sales are one team"
Comments: If I work alone in my own company really good, if not I would look for another option.
Pros: From a sales point of view it was really easy to use the pipeline and forecast as well as setting future tasks
Cons: Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless.
- Reviewer Source
- Reviewed on 20/02/2020
Winston R.
-
Overall Rating5 /5
-
Ease of Use5 /5
-
Features & Functionality5 /5
-
Customer Support5 /5
-
Value for Money5 /5
-
Likelihood to Recommend
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 28/05/2021
"Simply the best CRM"
Comments: Having a 360 view of the customer and allowing us to engage with our customers in a more powerful way. We now have greater insights as to our customers preferences , buying patterns, etc which have allowed us to be more strategic and provide a more individualized offering to each customer.
Pros: I tried other CRM like MS Dynamics etc, and you need a full-time IT staff to install and manage, which as a small business, we cannot afford. Pipeliner is packed with features up and running in a few hours instead of days. The user interface is very visual and easily customizable with various views along with the drag and drop feature within the Opportunity Pipeliner. The software is constantly being updated wtih new and powerful features which has really added immense value to our business. We have recenly integrated Pipeliner iwth our Accounting software and it has been great. Additionally their support staff are very quick to respond and resolve any issues that may arise. Overall Pipeliner is very easy to use but packs a whole lot of powerful features
Cons: Very happy so far with Pipeliner CRM so nothing to write here.
- Reviewer Source
- Source: SoftwareAdvice
- Reviewed on 28/05/2021
