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
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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.
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Pricing
Unlimited
$150.00
1 user(s) / month
Included in plan:
- Account Hierarchy
- Sales Forecasting Reports
- Performance Insights
- Advanced Reports
- Visual Buying Center
- Visual Org Chart
- 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
Starter
$45.00
1 user(s) / month
Included in plan:
- Basic sales management, tracking and collaboration.
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
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Pricing
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
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FAQs
What are some applications this service is commonly used in tandem with?
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Pipeliner is most commonly used together with Pandadoc (CPQ), marketing automation and customer service apps.
Who are the main user groups of this service?
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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)?
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Yes, there are multi-user capability possible.
Does this service offer an API?
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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?
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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?
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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?
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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?
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They offer: Online Support; Library; Webinars; Tutorials; User Guides.
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FAQs
Does this service offer guides, tutorials and or customer support?
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Yes, we offer support via a live chat, through email, webinars, live demos, and online video tutorials.
What is this service generally used for?
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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 multi-user capability (e.g. teams)?
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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?
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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.
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