
Pipeliner CRM
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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 grow with the organization.
Pipeliner CRM Starting Price

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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.
- Sales Pipeline Management
- Contact Management
- Account Management
- Lead Management
- Opportunity Management
- Activity Management
- Task Management
- Calendar Integration
- Email Integration
- Mobile Access
- Reporting And Analytics
- Sales Forecasting
- Team Collaboration
- Document Management
- Customizable Dashboards
- Workflow Automation
- Role Based Access Control
- Third Party Integrations
- Customer Support
- Data Import/export
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.
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.
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.
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!
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!
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.
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!
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.
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.
Pipeliner CRM Pros and Cons Based on Customer Reviews
"The CRM offers robust sales management tools, including opportunity and project management, which users find empowering."
"Pipeliner CRM's mobile apps are appreciated for their convenience, allowing users to manage sales on the go."
"Customization options for the sales pipeline are a hit, enabling teams to tailor views to their specific needs."
"Users love the visually engaging and intuitive interface, which makes interacting with the CRM enjoyable."
"Some users find the lead-generation feature lacking in effectiveness."
"Integration with other software can be slow, which might hinder workflow efficiency."
SoftwareSuggest reviews are authentic and verified. Here's how.
Henry R.
BDM (Business Development Manager)
Used the software for : 2+ years (Daily)
Company Size :1-10 employees
Verified Reviewer
Verified User
The original text is grammatically correct and does not require any changes.
Pipeliner CRM Mobile App Experience
Pipeliner CRM After Sales Service Rating
What do you like best about Pipeliner CRM?
One of the most impressive features of Pipeliner CRM is its visual sales pipeline. Unlike many traditional CRM systems that rely on complex reports and charts, Pipeliner takes a very intuitive and visual approach.
What do you dislike about Pipeliner CRM?
Mobile App Experience: Some users have pointed out that the mobile app version of Pipeliner CRM could be more user-friendly and feature-rich.
What features is Pipeliner CRM currently missing?
Marketing Automation: While Pipeliner CRM is great for sales management, it lacks comprehensive marketing automation tools (such as lead nurturing, social media campaign management, or advanced email workflows).
Aaliyah I.
Sales Representative
Used the software for : Less than 6 months (Monthly)
Company Size :1-10 employees
Verified Reviewer
Verified User
Pipeliner CRM is a very good Customer Relationship Management Software. With its cool features, it makes work easier for companies and small establishments.
Pipeliner CRM After Sales Service Rating
What do you like best about Pipeliner CRM?
Pipeliners sales CRM helps us small businesses manage our sales leads, contacts, and campaigns. It offers a variety of features like lead tracking: it helps us sales representatives to view the status of each lead and their last contact.
What do you dislike about Pipeliner CRM?
I personally dont have a problem with the Pipeline CRM software because I have used other CRM software, and I can tell the difference.
What features is Pipeliner CRM currently missing?
No I haven't found any missing features yet
Nilofar R.
sales specialist
Used the software for : 1-2 years (Monthly)
Company Size :51-200 employees
Verified Reviewer
Pipeliner CRM is the best simple CRM. This software gets a 360-degree view of every customer with a fast, flexible, and scalable platform. It's literally made by salespeople.
Pipeliner CRM After Sales Service Rating
What do you like best about Pipeliner CRM?
Pipeliner CRM is easy to use & it uses org charts and widgets instead of lists and tables to manage customer relationships. It also provides an instant reading that can help you intervene, and it has a well-developed technical support team.
What do you dislike about Pipeliner CRM?
Enhanced visual layouts and customization options to better visualize complex sales cycles and dependencies. Also, improve data quality.
What features is Pipeliner CRM currently missing?
Pipeliner CRM has many features, including : Revenue intelligence, Account management, Navigator dashboard.
What other products like Pipeliner CRM have you used or evaluated?
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
- 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, SMBs & 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.