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 90/100 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 declined over the past month. What is this?
www.pipelinersales.com

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Pipeliner Product Overview

  • 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


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

CRM Software Buyer Guide 2022

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in May 2022.

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

Starter

$45.00
1 user(s) / month
  • Basic sales management, tracking and collaboration.

Business

$65.00
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

Other pricing information:

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

Plans starting from: $45.00/month Credit card required: No

Pipeliner FAQs

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.

Who are the main user groups of Pipeliner?

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 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?

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 Pipeliner generally used for?

It is used for customer relationship management as well as pipeline, lead, contact and account management.

Does Pipeliner offer guides, tutorials and or customer support?

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

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