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Pipeliner

 422 ratings CRM
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About Pipeliner

Pipeliner CRM delivers everything a high-performing sales team needs to proactively manage its revenue:

  • Sales-friendly interface
  • Automatizer: Built-in Automation Engine
  • Simple, non-tech admin
  • Instant dynamic visualized reporting
  • Integrates with everything
  • Mobile App with built-in AI

Rapid adoption = faster ROI
and Everything included = lower TCO

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

  • Auto Calculated Fields

  • Account and Contact Management

  • Relationship Mapping

  • Sales Forecasting & Reporting

  • Sales Opportunity Management

  • Lead Generation

  • Contact Management

  • Business Intelligence

  • Opportunity Tracking

  • Lead Management

  • Pipeline View

Pricing

  • Starting from: $45.00/month
  • Credit card required: No
  • Price: per user monthly, billed annually, with free trial.

Starter

$45.00
1 user(s) / month
Included in plan:
  • Basic sales management, tracking and collaboration.

Business

$65.00
1 user(s) / month
Included in plan:
  • Custom Pipeline Sales Activities
  • Activities 1-to-Many to Any
  • Task Board
  • Navigator
  • Custom Pipeline Sales Actions
  • Account, Contact, Lead, Opportunity Management
  • Opportunity & Lead Pipeline View
  • Email Integration
  • Mobile Apps (iOS and Android)
  • Standard Reports
  • MS Office & Gmail Add-ins

Enterprise

$90.00
1 user(s) / month
Included in plan:
  • Sales Forecasting Reports
  • Advanced Reports
  • Account Hierarchy
  • Visual Buying Center
  • Visual Org Chart
  • Performance Insights
  • Account, Contact, Lead, Opportunity Management
  • Opportunity & Lead Pipeline View
  • Email Integration
  • Mobile Apps (iOS and Android)
  • MS Office & Gmail Add-ins
  • Custom Pipeline Sales Actions
  • Custom Pipeline Sales Activities
  • API Actions Limits

FAQs

    What are some applications this service is commonly used in tandem with?
  • Pipeliner is most commonly used together with Pandadoc (CPQ), marketing automation and customer service apps.

  • Who are the main user groups of this service?
  • Pipeliner CRM is for sales managers and their teams of sales professionals in companies of all sizes across various industries who value sales process.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, there are multi-user capability possible.

  • Does this service offer an API?
  • Yes, Pipeliners features 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 integrate with any other apps?
  • Integrations available: Salesforce Marketing Cloud, Twitter, Xero, ActiveCampaign, MailChimp, FreshBooks, Zendesk, DocuSign, Desk.com, Dropbox, JotForm, Freshdesk, VerticalResponse, HubSpot Marketing, GoToWebinar, Constant Contact, CollabSpot, Microsoft Office 365, Mad Mimi, Box, G Suite, Google Drive, Yesware, SharePoint, Wufoo, Olark live chat, Act-On, PieSync, Magento, Facebook, Freshservice ServiceDesk, Intercom, Microsoft Outlook, Google Calendar, PandaDoc, Eventbrite, WebMerge, Gmail, Google Contacts, OneDrive, Zapier, Kloudless, Capture, HubSpot CRM.

  • What platforms does this service support?
  • Pipeliner CRM is offered in cloud-based or installed version for Windows and Mac OS X operating systems. There are also mobile apps for Android and iOS devices.

  • What is this service generally used for?
  • It is used for customer relationship management as well as pipeline, lead, contact and account management.

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

Vendor Information

Founded:
2007
Based in:
Pacific Palisade
Employees:
51-200
Likes:
Followers:
9.34k

Other

Who uses Pipeliner
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • Blackberry
Languages:
Spanish, Portuguese, French, English, German
Regional Restrictions:
No restrictions.

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