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What is Pipeliner CRM?

Pipeliner CRM is a software system that enables salespeople and teams to understand their sales process and accelerate opportunities toward a close while saving time and maintaining focus. Pipeliner overlays organizational features atop a visual interface, creating work tools that adapt to and grows with the organization.

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Key Features of Pipeliner CRM

Here are the powerful features that make Pipeliner CRM stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.

  • Appointment Management
  • Capture Leads from Twitter/Facebooks
  • Contact Manager
  • Contract Management
  • CRM & Sales Dashboards
  • CRM & Sales Reports
  • CRM Analytics
  • Customer Support
  • Customization
  • Dashboard
  • Developer API
  • Document Management
  • Email Integration
  • Email Marketing / SMS Marketing
  • Field Sales Management
  • Gamification
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Pipeliner CRM Screenshots

Pipeliner CRM Specifications

Get a closer look at the technical specifications and system requirements for Pipeliner CRM. Find out if it's compatible with your operating system and other software.

Company Details :
Company Name : Pipeliner Inc.
Headquarter : Los Angeles
Full Address : 15243 La Cruz Dr, Suite 492, Pacific Palisades, CA 90272, United States
Overview Provided by : John Golden
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Mobile Platforms :
Language Support :
English
Business :
Freelancers
StartUps
SMBs
Available Support :
Email
Phone
Training
Tickets

Pipeliner CRM Comparisons

Compare Pipeliner CRM with other similar options available in CRM Software. Explore the key differences to see why it's the top choice for businesses and individuals.

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Pipeliner CRM Description

Here's the comprehensive description of Pipeliner CRM. Gain a brief understanding of its unique features and exceptional benefits.

Pipeliner CRM is a sales enablement tool focusing on pipeline management, sales processes, and analytics designed to empower sales professionals. Pipeliner CRM intelligently cuts through the noise so that you can focus on high-value activities all in one place without the need for multiple tools. With an easy to follow a visual sales process, profiles and charts, Pipeliner provide a clear pathway through the sales cycles with guidance on the correct actions to take while your buyers are making their way through the sales process and even helps you identify key contacts within an organization. Access Pipeliner CRM from your desktop, your mobile device, and even offline. 

Pipeliner CRM Cloud is available in three versions: Starter, Business & Enterprise and delivers the level of visualization and instant, dynamic insights unrivaled in the CRM space.  Our Sales 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. 

Our customer service will work proactively to implement Pipeliner for your organization. Receive training so that you can get the system up and running quickly and efficiently. We are invested in your success which means our team will be available when a problem arises. We will also work with you to establish goals and proactively engage with you to ensure your milestones are met.

Are your sales and marketing teams working in silos?

If yes, your organization needs to invest in customer relationship management technology! 

CRM serves as a unified repository for customer information that can be accessed by anyone in the organization – sales teams, marketing executives, tech support, or finance personnel. This empowers them to make better strategic decisions, ultimately leading to increased bottom-line results.

Today, multiple tools are available in the market that empowers your sales team to access real-time data and work smarter. While there are tons of deciding factors, here are a few winning ones –

  • You need to get a CRM that is reasonably priced. After all, you don’t want to overshoot your budget and eat into revenues!
  • Quick installation and low learning curve for widespread adoption by all important stakeholders.
  • A user-friendly and intuitive interface means you don’t spend weeks or months training your sales teams.
  • Your CRM software should be designed to empower salespeople and make life easier for them, not more complex.
  • Customization plays a huge role in CRM platforms, as every organization has its set of unique needs.

There’s fierce competition in the market, but one name that fulfills all these criteria and more is Pipeliner CRM. Let’s dive deep and understand more about Pipeliner and its advanced functionalities in detail.

Introduction To Pipeliner

Pipeliner aims to drive exceptional engagement amongst sales managers and teams through its advanced CRM technology. The CRM system is simple and intuitive, resulting in faster user adoption and ultimately translating into a faster return on investment.

The best part about Pipeliner is a sales-friendly interface where everything is visualized – it removes the need for dedicated full-time administrators and streamlines sales processes! It has advanced reporting features and enables users to drill deep to analyze key performance indicators. 

High on integration capabilities, Pipeliner can sync information with any other organizational system to migrate or import your data. The artificial intelligence-enabled mobile application helps sales personnel remain up-to-date by accessing real-time data. It increases productivity as team members can collaborate and communicate all the time, even on the move.

Let’s now look at the prime features of Pipeliner, the innovative software that has taken the CRM industry by storm!

Key Features of Pipeliner

Though advanced in functionality, Pipeliner has a highly navigable interface, making it easy for sales personnel to understand and use all its key modules. Multiple dynamic features set Pipeliner apart from other CRM variants in the market.

1. Account Management

In Pipeliner, the primary data form is the account. The system makes it easy for users to view accounts in different ways, such as:

  • Compact View

The most convenient view, the Compact view, displays all vital information about a particular account in a single window. This includes the account activities, contacts related to the account, and other business metrics such as leads, opportunities, account hierarchy, and notes.

  • Pipeline Or Card View

With the pipeline view, you visualize your live opportunities in the sales pipeline. Salespeople can easily drag and drop opportunities from one stage to the next as they move down the funnel.

  • Bubble Chart  View

A three-dimensional map of your opportunities, the bubble chart view depicts the sales process stage of the deal, its close date, and size.

  • List View

With the list view, you can organize all your accounts in a column or row format and customize them according to business requirements.

Pipeliner makes it easy to merge two different accounts into one at a later stage. It also provides a bulk update feature that allows you to update numerous accounts with the same data. This reduces manual effort and saves time for your sales team.

Pipeliner does more than just list accounts – it enables you to map the organizational structures within the accounts, so you know the high-value opportunities to focus upon! Since several accounts may be related to each other, you can use the Parent account feature to add a parent account and assign multiple accounts under it.

Importing contacts from the Organizational chart to the buying center is also super easy with Pipeliner. This enables you to understand who influences the purchase, and you can create visual representations of hierarchy and buying influence to make better decisions.

2. Dynamic Contact Management

With Pipeliner, while accessing a contact, you get all the information related to it, such as opportunities, notes, activities, tasks, emails, and previous social communication, in a single view. This allows you to get all whatever data you need without switching screens or applications!

As with any functional CRM, all the fields within the contact view are customizable in Pipeliner. You can associate activities and reminders with contacts and automate email notifications to know about events. The auto-profiling feature makes it easy to fill in contact data fields – all you need to do is enter the email address. Pipeliner adds images, social media accounts, addresses, and telephone numbers.

Since one contact may be related to multiple accounts, Pipeliner CRM allows you to connect multiple contacts to multiple accounts. You can view all contact history and learn about past interactions with a particular contact. 

3. Smart Lead Management

Leads are the bedrock of sales! Pipeliner’s intuitive and visual lead management functionality makes it easy to nurture precious leads and move them down the sales pipeline. You can enter lead details manually and import them through. CSV files or capture information from customized web forms.

You can get a visual representation of leads from Pipeliner CRM’s Pipeline view. It simplifies identification by identifying assigned and qualified leads. The Pipeliner CRM has a user-friendly drag-and-drop interface, so you can move leads along the pipeline and convert them to opportunities. You can also send them to marketing or sales personnel for further nurturing.

Pipeliner Smart Lead Management

When qualified leads enter the pipeline, they enter the first sales stage. You can customize all sales stages in the pipeline according to your unique organizational requirements. Customization is the key – Pipeliner allows you to set specific tasks or activities that must be completed before leads can move to the next stage, thereby streamlining the process!

4. Opportunity Tracking With The Powerful Sales Pipeline

There’s no doubt that the interface is the most powerful feature of any CRM system. Pipeliner has a holistic Pipeline view, a graphical representation of your sales process with clearly defined stages. You can check the status of opportunities in each sales stage and get to know if they are overdue or need attention. You can assign labels to opportunities so sales personnel know which opportunities to focus upon.

As with leads, you can assign tasks and activities to each opportunity and track real-time progress. The Pipeliner CRM fitness feature gives you insight into the health of opportunities, letting you know if they are likely to close and by when. The best part about Pipeliner is that it makes your entire sales process completely transparent. You get relevant information on the total opportunity value, due date, and sales velocity for every opportunity in the pipeline!

Pipeliner-CRM-Data-Analytics

5. Dynamic Target

If you are looking to motivate your sales team, Pipeliner’s dynamic target feature can come in handy. It reflects the overall result being focused on by the sales team and keeps their goals visible right in front of them!

Pipeliner Dynamic Target

The perfect tool to motivate your sales personnel and drive excellence, dynamic targets provide constant visual motivation. There are various target views such as unweighted sales target, weighted sales target, ranked target, balanced target, and real target. You can also utilize key performance indicators in the target view and compare indicators and timeframes for deeper analysis.

6. Email Integration

With Pipeliner, you get complete email integration right within the system. This means that you can view emails, respond, and store them right within your CRM portal. You can check email in the Feeds section in the opportunities and contact view of Pipeliner, making it easy to track communication. Pipeliner integrates with both MS Outlook and Gmail so that you can email clients from these service providers directly.

7. Dashboard

With the Pipeliner sales key performance indicator dashboard, everyone in the organizational hierarchy can view critical data to make smarter decisions. 

There are 27 in-built KPIs that sales managers can use to instantly visualize business operations for a specific representative, a sales unit, a region/ territory, or an entire sales team. These include win rate by opportunity value, pipeline velocity, lost reasons, and drop-off rates.

Pipeliner CRM Dashboard

The KPI view is completely customizable, and users can apply different filters to slice and dice data views. This enhances the visibility of all your active sales pipelines and enables you to take the right action to increase bottom-line results!

8. Mobile CRM

The Pipeliner mobile CRM application gives you access to contacts and account information, even on the move.  Sales personnel can get information on contact history, communication, and moves opportunities down the pipeline, from anywhere in the world!

Pipeliner Mobile CRM

The mobile application is a huge asset for sales teams as they can visualize the KPI dashboard to analyze opportunity values and get an overview of all current pipelines. Pipeliner enables you to filter data and customize fields to get the exact information you need. This helps you make informed decisions and achieve strategic business goals faster!

9. Integrations

There is no doubt that integrations are crucial for any CRM system’s market success! Pipeliner understands this and enables users to integrate with over 50 popular business applications.

Pipeliner Mobile CRM

Sales personnel do not need to worry about sending emails from Pipeliner as it integrates with email integration programs. They can also track and manage campaigns as Pipeliner integrates with marketing automation applications. This streamlines data import and export, ensuring that your employees do not spend hours on spreadsheets – they can share and transfer data with the click of a button! 

The Final Word

We give Pipeliner a definite thumbs up! With a loyal and growing customer base, Pipeliner is the one-stop CRM solution for sales teams worldwide. Having tons of innovative features that help clients manage sales efficiently has proved to be a market leader in the CRM domain!

Pipeliner’s unique intuitive interface makes it easy for quick adoption, even by non-technical users. It also provides robust offline capabilities through its navigable mobile CRM application that facilitates accessibility anytime and anywhere!

Reinventing the CRM story, Pipeliner has miles to go and tons to achieve in this digital age! So, if you want to influence your salespeople with intelligent data positively, go ahead and invest in Pipeliner. It can help your organization boost its sales and exponentially increase all vital bottom-line results!

Pipeliner CRM Resources

Overall Pipeliner CRM Reviews

Thinking about using Pipeliner CRM? Check out verified user reviews & ratings based on Pipeliner CRM's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.

4.9/5

Based on 198 Reviews

Write a Review Or
Ask a question
Feature Feature 4.9

Feature

Out of 5

Ease of use Ease of use 4.9

Ease of use

Out of 5

Value for money Value for money 4.9

Value for money

Out of 5

Customer support Customer support 4.8

Customer support

Out of 5

Likelihood to recommend Likelihood to recommend 94.9%

Likelihood to recommend

Out of 100%

Pipeliner CRM Pros and Cons

"The visual nature of the CRM application. It's intuitiveness helps one to engage more with the CRM"

"Customer data management / contact managementAbout Customer data management / contact managementSupported:Workflow managementAbout Workflow managementSupported:Territory managementAbout Territory managementSupported:Opportunity managementAb"

"Email Sequences functionality, which allow you to plan and execute targeted email nurture campaigns to your Pipeliner Contacts as part of your ongoing Account Management and communications strategy. Account Health enhancement for Company Records which helps you instantly understand the status of the relationship with Accounts in Pipeliner. Rollup Field which lets you summarise data from related records and display the information on Forms, Preview screens, in the Power Panel or Automatizer processes when filtering and in Reports."

"Product line. When using the CRM application, I did not understand how to use that product line feature"

"No major issue as such, however the user interface can be further eased.Also its a bit slow when it integrates with other software."

"At the moment I do not have any problems with Pipeliner CRM because they are continuously updating the system and enhancing features while also introducing new one. Great job to the support team as they are very responsive and quick to solve your issues."

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Showing 3 out of 198 Reviews

Yamusa B.

Process Analyst

Used the software for : 2+ years (Daily)

Company Size :1-10 employees

5.0

Feb 21, 2024

Verified via Business email.

Verified Reviewer

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

My Best Sales CRM

Pipeliner CRM stands as the most visually engaging sales CRM in the market today. They offer unparalleled sales management tools, empowering salespeople to flourish and achieve success. The sales pipeline view played a pivotal role in enhancing my selling experience, providing a comprehensive and intuitive platform that contributed to my sales success.

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 4

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

Pipeliner CRM After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Pipeliner CRM?

The visual nature of the CRM application. It's intuitiveness helps one to engage more with the CRM

What do you dislike about Pipeliner CRM?

Product line. When using the CRM application, I did not understand how to use that product line feature

What features is Pipeliner CRM currently missing?

No! To me pipeliner has all the futures a salespersons needs to succeed

What other products like Pipeliner CRM have you used or evaluated?

Close CRM and Hubspot

islam. P.

Manager

Used the software for : 6-12 months (Weekly)

Company Size :11-50 employees

5.0

Sep 25, 2023

Verified via Business email.

Verified Reviewer

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

Review for Pipeliner CRM

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.

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 5

Value for money

Out of 5

Customer support Customer support 4

Customer support

Out of 5

Pipeliner CRM After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Pipeliner CRM?

Customer data management / contact managementAbout Customer data management / contact managementSupported:Workflow managementAbout Workflow managementSupported:Territory managementAbout Territory managementSupported:Opportunity managementAb

What do you dislike about Pipeliner CRM?

No major issue as such, however the user interface can be further eased.Also its a bit slow when it integrates with other software.

What features is Pipeliner CRM currently missing?

I dnt' miss any features

What other products like Pipeliner CRM have you used or evaluated?

visiually appealing and easy to navigate

Sharry M.

Used the software for : 2+ years

Company Size :51-200 employee

4.0

Dec 01, 2021

Verified via Business email.

Verified Reviewer

This review is written without any compensation or invitation from SoftwareSuggest, vendor, or affiliate.

Review Source: Organic

Pipeliner CRM

With its breakthrough Navigator functionality, Pipeliner CRM moves far beyond the standard concept of a CRM dashboard. They have brought more focused and innovative ways of bringing instant intelligence to its users. By opening the Navigator's Power Panel you can open the Role, Filter and Target Settings and create different viewing Profiles on the data within the Navigator.

Feature Feature 4

Feature

Out of 5

Ease of use Ease of use 5

Ease of use

Out of 5

Value for money Value for money 4

Value for money

Out of 5

Customer support Customer support 5

Customer support

Out of 5

Pipeliner CRM IOS App Experience

1 2 3 4 5 6 7 8 9 10

Pipeliner CRM After Sales Service Rating

1 2 3 4 5 6 7 8 9 10

What do you like best about Pipeliner CRM?

Email Sequences functionality, which allow you to plan and execute targeted email nurture campaigns to your Pipeliner Contacts as part of your ongoing Account Management and communications strategy. Account Health enhancement for Company Records which helps you instantly understand the status of the relationship with Accounts in Pipeliner. Rollup Field which lets you summarise data from related records and display the information on Forms, Preview screens, in the Power Panel or Automatizer processes when filtering and in Reports.

What do you dislike about Pipeliner CRM?

At the moment I do not have any problems with Pipeliner CRM because they are continuously updating the system and enhancing features while also introducing new one. Great job to the support team as they are very responsive and quick to solve your issues.

Do you think Pipeliner CRM delivers value for the money spent?

Yes

Are you satisfied with Pipeliner CRM features?

Yes

Did implimentation of Pipeliner CRM was easy?

Yes

What features is Pipeliner CRM currently missing?

None at the moment.

What other products like Pipeliner CRM have you used or evaluated?

I have used and tested very many CRM softwares which are great as well in their own making.

How Pipeliner CRM is better/different from its competitors?

Project Management capabilities and Key Account Management functionality, Pipeliner is the only CRM available that can support Sales in its totality. Pipeliner brings together Sales Force Automation and Key Account Management uniting them under the umbrella of project management, creating a single, unified revenue engine.

Alternatives of Pipeliner CRM

Explore alternative software options that can fulfill similar requirements as Pipeliner CRM. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.

Pipeliner CRM FAQs

What are the top 5 features for Pipeliner CRM?

The top 5 features for Pipeliner CRM are:

  • Capture Leads from Twitter/Facebooks
  • Contact Manager
  • CRM & Sales Dashboards
  • CRM & Sales Reports
  • CRM Analytics

What type of customer support is available from Pipeliner CRM?

The available support which Pipeliner CRM provides is:

  • Phone
  • Email
  • Tickets
  • Training

Where is the headquarters/company of Pipeliner CRM located?

The headquarters/company of Pipeliner CRM is located at Los Angeles.

What platforms does Pipeliner CRM support?

Pipeliner CRM supports a variety of platforms including Android and IOS.

What types of businesses does Pipeliner CRM serve?

Pipeliner CRM serves a wide range of businesses, including but not limited to Startups, SMEs & Freelancer.

How is Pipeliner CRM commonly used?

Pipeliner CRM is commonly used for various purposes, such as Sales Management, Lead Management, Sales Engagement and more.

Who are the primary competitors of Pipeliner CRM?

The three major competitors of Pipeliner CRM are Bingage, OnePageCRM and Microsoft Dynamics CRM. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.

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