Pipeliner

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 Awards

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

CRM Market Radar

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 2023

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in March 2023.

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

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

Account Hierarchy
Sales Forecasting Reports
Performance Insights
Advanced Reports
Visual Buying Center
Visual Org Chart
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

Starter

$45.00
1 user(s) / month

Basic sales management, tracking and collaboration.

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: $65.00/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.