Compare Pipeliner

Pipeliner 464 CRM
View Listing
Crozscore 91% what is this? User Happiness: 92% Press Buzz: 46% User Trend: interest falling
view 4 more
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 Contact Management Business Intelligence Opportunity Tracking Lead Management Pipeline View
Pricing Starting from: $65.00/month Credit card required: No Starter Edition: $65/user/month billed annually Business Edition: $85/user/month billed annually Enterprise Edition: $115/user/month billed annually Unlimited Edition: $150/user/month billed annually Unlimited $150.00 1 user(s) / month Included in plan: Sales Forecasting Reports Visual Org Chart Account Hierarchy Advanced Reports Visual Buying Center Performance Insights Includes all Pipeliner CRM features 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 Business $85.00 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 Starter $65.00 1 user(s) / month Included in plan: See our Pricing page for details Basic sales management, tracking and collaboration.
FAQs Does this service offer guides, tutorials and or customer support? Pipeliner offers a variety of support options which include Live Chat, Support Tickets, Phone Support, an online Knowledge Base to look up instructions on any function in Pipeliner, a video library stocked with short "How-to" videos, Webinars, and Community Feedback. 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 as well as with ERP systems. Does this service offer an API? Yes, Pipeliner features two open APIs (Rest and GraphQL). These APIs are available free of charge, and documentation is available on our website. What platforms does this service support? Pipeliner CRM is offered in a cloud-based SaaS version that only requires that users have internet access. There are also native mobile apps for Android and iOS devices. Who are the main user groups of this service? Pipeliner CRM is for sales managers and their teams of sales professionals in companies ranging from midsize to enterprise and across various industries who value sales processes. Our best fit is for teams selling B2B in a consultative sales process. What is this service generally used for? It is used for customer relationship management as well as pipeline, lead, contact and account management. Due to the customizability of Pipeliner, its use can be extended to almost any process in any department of an organization. Does this service offer multi-user capability (e.g. teams)? Yes, there are multi-user capability possible. 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.
Vendor Information Founded: 2007 Based in: Pacific Palisade Employees: 51-200 Likes: Followers: 9.07k
Other Who uses Pipeliner SMEs Agencies Enterprises Desktop Platforms: Windows Macintosh Mobile Platforms: iOS Android Blackberry Languages: Spanish, Portuguese, French, English, German Regional Restrictions: No restrictions.

Pipeliner

464 CRM

View Listing

Crozscore

91%

what is this?

User Happiness: 92%

Press Buzz: 46%

User Trend:

interest falling

view 4 more

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
Contact Management
Business Intelligence
Opportunity Tracking
Lead Management
Pipeline View

Pricing

Starting from: $65.00/month
Credit card required: No
Starter Edition: $65/user/month billed annually
Business Edition: $85/user/month billed annually
Enterprise Edition: $115/user/month billed annually
Unlimited Edition: $150/user/month billed annually

Unlimited

$150.00
1 user(s) / month

Included in plan:

Sales Forecasting Reports
Visual Org Chart
Account Hierarchy
Advanced Reports
Visual Buying Center
Performance Insights
Includes all Pipeliner CRM features
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

Business

$85.00
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

Starter

$65.00
1 user(s) / month

Included in plan:

See our Pricing page for details
Basic sales management, tracking and collaboration.

FAQs

Does this service offer guides, tutorials and or customer support?

Pipeliner offers a variety of support options which include Live Chat, Support Tickets, Phone Support, an online Knowledge Base to look up instructions on any function in Pipeliner, a video library stocked with short "How-to" videos, Webinars, and Community Feedback.

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 as well as with ERP systems.

Does this service offer an API?

Yes, Pipeliner features two open APIs (Rest and GraphQL). These APIs are available free of charge, and documentation is available on our website.

What platforms does this service support?

Pipeliner CRM is offered in a cloud-based SaaS version that only requires that users have internet access. There are also native mobile apps for Android and iOS devices.

Who are the main user groups of this service?

Pipeliner CRM is for sales managers and their teams of sales professionals in companies ranging from midsize to enterprise and across various industries who value sales processes. Our best fit is for teams selling B2B in a consultative sales process.

What is this service generally used for?

It is used for customer relationship management as well as pipeline, lead, contact and account management. Due to the customizability of Pipeliner, its use can be extended to almost any process in any department of an organization.

Does this service offer multi-user capability (e.g. teams)?

Yes, there are multi-user capability possible.

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.