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What is Pipeliner?

"Pipeliner is a functional CRM software that enables companies to expertly manage their entire sales process."

Pipeliner is sales and marketing software with interactive visualization tools which can monitor all potential customers within the sales funnel in an organized and dynamic way.

Built with specifically the sales team in mind, Pipeliner CRM is unique in its focus on sales – from a visual, single-screen orientation of the sales pipeline to a comprehensive series of features supporting lead, contact, account and opportunity management.

Pipeliner CRM supports social selling with Twitter, Facebook, LinkedIn and Google+ integrations, allowing its users to view and interact with their accounts and contacts in social environments.


Pipeliner scored 64/100 in the CRM category. This is based on press buzz (38/100), recent user trends (rising), and other relevant information on Pipeliner gathered from around the web.

The score for this service has improved over the past month. What is this?

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Pipeliner Product Overview

  • Auto Calculated Fields

  • Sync Capabilities

  • Team Cloud Collaboration

  • Account and Contact Management

  • Relationship Mapping

  • Sales Forecasting & Reporting

  • Sales Opportunity Management

  • Lead Generation

  • Contact Management

  • Business Intelligence

  • Opportunity Tracking

  • Lead Management

  • Pipeline View


Languages: English, Spanish, French, Portuguese, German

Pipeliner Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Custom Data Forms
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial

Pipeliner Pricing Plans

Enterprise

$125.00
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

Business

$65.00
1 user(s) / month

Included in plan:

  • Activities 1-to-Many to Any
  • API Actions Limits
  • 5 GB Storage
  • Custom Pipeline Sales Activities
  • Custom Pipeline Sales Actions
  • Navigator
  • Task Board
  • Minimum of 3 Users
  • Account, Contact, Lead, Opportunity Management
  • Opportunity & Lead Pipeline View
  • Email Integration
  • Mobile Apps (iOS and Android)
  • Standard Reports
  • MS Office & Gmail Add-ins

Starter

$25.00
1 user(s) / month

Included in plan:

  • 2 GB Storage
  • Up to 5 Users
  • Contact Management
  • Opportunity & Lead Pipeline View
  • Lead Management
  • MS Office & Gmail Add-ins
  • Opportunity Management
  • Standard Reports
  • Mobile Apps (iOS and Android)
  • Email Integration
  • Contact Management
  • Account Management

Other pricing information:

Price: per user monthly, billed annually, with free trial.

Plans starting from: $25.00/month Credit card required: N/A

Pipeliner FAQs

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

Yes, there are multi-user capability possible.

Does Pipeliner 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 Pipeliner 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 Pipeliner support? (e.g. native mobile apps)

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.

Who are the main user groups of Pipeliner?

Pipeliner CRM is for sales managers and their teams of sales professionals in small and medium-sized businesses across various industries.

What is Pipeliner generally used for?

It is used for customer relationship management.

What are some applications Pipeliner is commonly used in tandem with?

Pipeliner is most commonly used together with: Freshdesk; JotForm; and Xero.

Does Pipeliner offer guides, tutorials and or customer support?

They offer: Online Support; Library; Webinars; Tutorials; User Guides.

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