Pipeliner

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What is Pipeliner?

Pipeliner CRM delivers exceptional engagement through its visual, dynamic interface. Built by Sales, Used by Sales!

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



Pipeliner currently scores 91/100 in the CRM category. This is based on user satisfaction (92/100), press buzz (46/100), recent user trends (falling), and other relevant information on Pipeliner gathered from around the web.

The score for this software has improved over the past month. What is this?
www.pipelinersales.com

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CRM Market Radar

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Pipeliner Product Overview

  • 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


Languages Supported: Spanish, Portuguese, French, English, German

CRM Software Buyer Guide 2024

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in November 2024.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...

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Pipeliner Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Chat
  • 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
  • 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
  • SAP Integration
  • Net Promoter Score
  • Sales Automation
  • Pipeline Management
Pipeliner Pricing

Pipeliner Pricing Plans

Unlimited

$150.00
1 user(s) / month
  • 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
  • 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
  • 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
  • See our Pricing page for details
  • Basic sales management, tracking and collaboration.

Other pricing information:

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

Plans starting from: $65.00/month Credit card required: No

Pipeliner FAQs

Does Pipeliner 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 Pipeliner 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 Pipeliner 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 Pipeliner 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 Pipeliner?

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

Yes, there are multi-user capability possible.

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.

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