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 monday sales CRM
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.
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
Lead Generation
Contact Management
Business Intelligence
Opportunity Tracking
Lead Management
Pipeline View
Summary
No key features associated with this application.
Pricing
Starting from: $65.00/month
Credit card required: No
Price: per user monthly, billed annually, with free trial.
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
Pricing
Basic
$10.00
1 user(s) / month
Included in plan:
Unlimited customizable pipelines
Unlimited contacts
Unlimited boards
Templates for lead, contact & deal management
iOS & Android apps
Unlimited free viewers
Create a dashboard based on 1 board
Web forms to capture leads
Templates for lead, contact, & deal management
Unlimited customizable pipelines
Unlimited docs
Over 20 column types
200+ templates
5 GB of storage
1 week Activity Log
Customizable notifications
Whiteboard collaboration
Updates section
Kanban view
Self-serve knowledge base
24/7 customer support
Daily live webinars
Standard
$14.00
1 user(s) / month
Included in plan:
All Basic Plan Features
Lead management
Account and contact management
Deal management
6 months Activity Log
2-way email integration with Gmail and Outlook
Activity management
Quotes & invoices
Merge duplicate data
Integrations
Automations
20 GB File Storage
Docusign integration
Aircall integration
PandaDoc integration
Zoom integration
Timeline view
Calendar view
Map view
Combine up to 5 boards
Pro
$24.00
1 user(s) / month
Included in plan:
All Standard Plan Features
100 GB File Storage
1 Year Activity Log
Email templates with custom parameters
Email tracking & automations
Google Calendar sync
Customizable email signatures
MailChimp integration
Hubspot integration
Facebook Ads integration
Time tracking
Formula column
Sales forecasting
Sales analytics
Combine up to 10 boards
Chart view
Workload
Private boards and docs
Google authentication
Board administrators
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.
FAQs
Does this service offer multi-user capability (e.g. teams)?
Yes, monday sales CRM’s free version allows up to 2 seats while the enterprise paid plan has the option of 200+ seats.
Does this service offer guides, tutorials and or customer support?
Yes, monday sales CRM offers support in the following ways:
Email
Knowledge Base
Forums
Cases and Solutions
Onboarding
Dedicated account manager
Does this service integrate with any other apps?
Yes, monday sales CRM integrates with over 200 apps such as Gmail/Outlook, Facebook Ads, Salesforce, Hubspot, Mailchimp, Twilio, Aircall and Pandadoc
Does this service offer an API?
Yes, monday sales CRM has an API available for use.
What is this service generally used for?
Monday sales CRM is generally used for
CRM
Customer relationship management
Lead management
Account management
contact management
Deal management
Sales forecasting
Sales analytics
Post-sales
Sales operations
Activity management
What are some applications this service is commonly used in tandem with?
It is mainly used in tandem with popular applications such as
Google Sheets
Zapier
HubSpot
Google Calendar
Who are the main user groups of this service?
monday sales CRM is best for small and medium-sized business sales and client-facing teams, regardless of the industry.
What platforms does this service support?
monday sales CRM supports web-based applications, Windows, Mac and mobile.
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