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Software Description:

Pipeliner is sales and marketing software with interactive visualization tools which can monitor all potential customers within the sales funnel in an organized and dynamic way.
Built with specifically the sales team in mind, Pipeliner CRM is unique in its focus on sales – from a visual, single-screen orientation of the sales pipeline to a comprehensive series of features supporting lead, contact, account and opportunity management.
Pipeliner CRM supports social selling with Twitter, Facebook, LinkedIn and Google+ integrations, allowing its users to view and interact with their accounts and contacts in social environments.


  • Contact Management
  • Contact Sharing
  • Lead Management
  • Lead Scoring
  • Project Management
  • Social-Media Integration


  • Pipeline View: With Pipeliner CRM, it is possible to create as many pipelines as users need.

  • Lead Management: Lead effectiveness matters in a well-run pipeline. Its distinct architecture empowers sales teams as Leads move along the pipeline.

  • Opportunity Tracking: Tracking user's opportunities means they know exactly where every deal stands.

  • Business Intelligence: When running sales organization, it’s key to have the right business intelligence on key performance indicators (KPI’s).

  • Contact Management: This service puts related Opportunities, Activities, Tasks, Notes, and Files into one comprehensive Contact View.

  • Lead Generation: Pipeline's architecture is structured to accommodate the all-important role of leads in the sales funnel.


  • Credit card required: N/A
  • Price: $35 per user monthly, billed anually, with free trial.


    Who are the main user groups of this service?
  • Pipeliner CRM is for sales managers and their teams of sales professionals in small and medium-sized businesses across various industries.

  • What is this service generally used for?
  • It is used for customer relationship management.

  • What platforms does this service support? (e.g. native mobile apps)
  • Supported platforms: Mac, Windows, Android, iPhone-iPad.

  • What are some applications this service is commonly used in tandem with?
  • Pipeliner is most commonly used together with: Freshdesk; JotForm; and Xero.

  • Does this service integrate with any other apps?
  • Pipeliner has CRM integrations with 50+ popular apps, like: MS Office, Dropbox, Google apps, Marketo, MailChimp, Twitter, HubSpot, Zendesk, etc.

  • Does this service offer an API?
  • They offer an open API in C#, Java, PHP, Ruby Software Development Kits (SDK’s), which can be accessed and integrated easily by other vendors (and app integrators).

  • Does this service offer guides, tutorials and or customer support?
  • They offer: Online Support; Library; Webinars; Tutorials; User Guides.


Based in:
Pacific Palisades


Regional Restrictions:
No restrictions.
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