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:
Rapid adoption = faster ROI
and Everything included = lower TCO
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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 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...FREE DOWNLOAD CRM-Software-Buyer-Guide-2018.pdf
Price: per user monthly, billed annually, with free trial.
Pipeliner is most commonly used together with Pandadoc (CPQ), marketing automation and customer service apps.
Pipeliner CRM is for sales managers and their teams of sales professionals in companies of all sizes across various industries who value sales process.
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.
It is used for customer relationship management as well as pipeline, lead, contact and account management.
They offer: Online Support; Library; Webinars; Tutorials; User Guides.