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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

About HoneyBook

HoneyBook helps creative entrepreneurs and freelancers book more clients, manage projects and get paid all in one place. With our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. It's like your own personal assistant.

Small business owners and freelancers have tripled their bookings and saved multiple hours a day using HoneyBook tools.

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

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

Summary

  • Business Software for Creative Entrepreneurs

  • Freedom to Do More of What You Love

  • Smart Proposals to Book Faster

  • Templates: Create Once. Use Forever.

  • Workflows: Set Your Busywork on Autopilot

  • Built for creative entrepreneurs, HoneyBook is an all-in-one platform that streamlines and automates your business with the tools you need to be flexible and free.

  • HoneyBook helps you serve up your ideal client experience. Every touchpoint is stamped with your brand. Every step of the booking process is seamless.

  • Get your time back, so you can create more and stress less. From invoices that get you paid fast to contracts that create themselves, HoneyBook has everything you need to set your busywork on autopilot.

  • Get up and running within days. Just send us your pricing/services, contracts and questionnaires you use the most, and our concierge team will turn these into re-usable, time-saving HoneyBook templates. We'll also migrate up to 10 of your current projects from whatever system you use now, so there's no break in your flow.

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.

Pricing

7 Day Free Trial

Free
Included in plan:
  • Access to all of our features - totally free. No credit card required

Starter Plan - Monthly

$19.00
1 user(s) / month
Included in plan:
  • Unlimited clients and transactions
  • Invoices and Payments
  • Proposals and Contracts
  • All professional templates
  • Calendar
  • Client portal
  • Basic reports

Essentials Plan

$39.00
2 user(s) / month
Included in plan:
  • Scheduler
  • Automations
  • QuickBooks Online Integration
  • Up to 2 team members
  • Expense management
  • Profit and loss
  • Remove "Powered by HoneyBook"

Premium Plan

$79.00
unlimited user(s) / month
Included in plan:
  • Unlimited team members
  • Priority support
  • Multiple companies
  • Dedicated account manager
  • Advanced reports

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.

FAQs

    What is this service generally used for?
  • HoneyBook offers easy-to-use features that help small business owners run their business more efficiently and seamlessly manage clients from first inquiry to final payment. Learn more about our HoneyBook features
    Core features include:

  • Does this service offer guides, tutorials and or customer support?
  • Yes, we offer support via a live chat, through email, webinars, live demos, and online video tutorials.

  • Does this service offer multi-user capability (e.g. teams)?
  • You can add another member in the Essentials Plan, and add unlimited team members on the Premium Plan!

  • Who are the main user groups of this service?
  • A variety of small businesses have found HoneyBook helpful for booking clients, staying organized, and streamlining their business. Some of our most popular types of users include: graphic designers, djs, photographers, business coaches, web designers, consultants, interior designers, videographers, calligraphers, business coaches, health & wellness professionals, doulas, caterers, event planners, copywriters, bakers, florists, travel professionals and more.

Vendor Information

Founded:
2007
Based in:
Pacific Palisade
Employees:
51-200
Likes:
Followers:
9.07k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
4.34k

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.

Other

Who uses HoneyBook
  • Freelance
  • Startups
Desktop Platforms:
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
United States and Canada

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