"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.
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Team Cloud Collaboration
Account and Contact Management
Sales Forecasting & Reporting
Sales Opportunity Management
Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in December 2018.
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...FREE DOWNLOAD CRM-Software-Buyer-Guide-2018.pdf
Price: per user monthly, billed annually, with free trial.
Yes, there are multi-user capability possible.
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).
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.
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.
Pipeliner CRM is for sales managers and their teams of sales professionals in small and medium-sized businesses across various industries.
It is used for customer relationship management.
Pipeliner is most commonly used together with: Freshdesk; JotForm; and Xero.
They offer: Online Support; Library; Webinars; Tutorials; User Guides.