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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 monday CRM

monday CRM enables revenue teams to improve efficiency at every stage of the customer journey.
The intuitive interface combined with automations and AI, allow revenue leaders to adapt the CRM to their very own sales process, while cutting costs and saving time.
With all customer information centralized in one place, powerful integrations, and custom dashboards and permissions, revenue leaders can enjoy more visibility and control than ever before.
The cherry on top? The CRM is part of a larger monday product suite, including work management and more, enabling organizations to manage processes beyond their sales, in one single platform.

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

    No key features associated with this application.

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

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

    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

    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.

Vendor Information

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

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
20.7k

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 monday CRM
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
German, English, French, Italian, Japanese, Korean, Portuguese, Chinese, Turkish, Spanish, Swedish, Dutch
Regional Restrictions:
No restrictions.

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