About Company

Pipeliner CRM is the perfect software for sales teams of all sizes. The sales-friendly interface and built-in automation engine make it easy for users to get started, while the uniform navigation and logically organized screens keep users focused on their tasks. Users can also customize their views if they don't like the default view. And because anyone can administer the software, there's no need for separate training or certification. Plus, with instant dynamic visualized reporting, users can generate standard, pivot, and even advanced business intelligence reports from anywhere in the system. And with the mobile app, users can scan business cards and make voice to text notes while on the go.

Pricing of Pipeliner CRM

Starter

USD 65

/User/Month

USD 0

  • Account & Contact Management Account Management Contact Management Unlimited Accounts & Contacts Feeds (Built-in Internal Messaging) Import Accounts and Contacts from CSV files Document Management Advanced Document Management (Paid) Custom Template Docs (Office 365 and Google Docs) Custom Template Spreadsheets (Office 365 and Google Docs) Notes Management Account Health (Paid)
  • Account Management
  • Contact Management
  • Unlimited Accounts & Contacts
  • Feeds (Built-in Internal Messaging)
  • Import Accounts

Business

USD 85

/User/Month

USD 0

  • Includes features of Starter plan
  • plus
  • Account and Contact Management Account Matrix View
  • Account Matrix View
  • Sales Enablement Navigator Dashboard Opportunity and Lead Archive View Multiple Currencies Opportunity Bubble Chart View In-App Notifications
  • Navigator Dashboard
  • Opportunity and Lead Archive View
  • Multiple Currencies
  • Opportunity Bubble Chart View
  • In-App Notifications
  • Activity Management Tasks Board View Appointment Timezone Checker Activities 1-to-Many to Any
  • Tasks Board View
  • Appointment

Enterprise

USD 115

/User/Month

USD 0

  • Includes features of Business plan
  • plus
  • Process/Workflow Automation Automatizer
  • Automatizer
  • Marketing Automation Company Emails
  • Company Emails
  • Reporting and Analytics Advanced Reports Scheduled Reports Audit
  • Advanced Reports
  • Scheduled Reports
  • Audit
  • Customization Custom Fields Field Permissions Multiple Form Views Lookup Field Rollup Field
  • Custom Fields Field Permissions
  • Multiple Form Views
  • Lookup Field
  • Rollup Field
  • Microsoft Integrations SharePoint Integration
  • SharePoint Integration
  • Data Securi

Unlimited

USD 150

/User/Month

USD 0

  • Includes features of Business plan
  • plus
  • Account & Contact Management Whitespace Account Plans Account Health
  • Whitespace
  • Account Plans
  • Account Health
  • Sales Enablement Appointment Scheduler
  • Appointment Scheduler
  • Marketing Automation Email Sequencing
  • Email Sequencing
  • Reporting and Analytics Advanced Reports Scheduled Reports Audit
  • Advanced Reports
  • Scheduled Reports
  • Audit
  • Customization Custom Fields Field Permissions Multiple Form Views Lookup Field Rollup Field
  • Custom Fields Field Permissions
  • Mult

Key Features of Pipeliner CRM

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management
  • Quotes (Proposals)
  • Referral Tracking
  • Product Catalog

Specification

Deployment:

Cloud Hosted

Customer Support:

Business Hours,Online (Ticket)

Customization:

No

Languages Support:

English

Who uses Pipeliner CRM

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Pipeliner CRM
  • Headquarter: Los Angeles, California United States
  • Website: Visit Website
  • Social Media:

Description

Pipeliner CRM Video

Pipeliner CRM Complete CRM Software Comparisons

Vs

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Vs

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Vs

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined Pipeliner CRM Vs Ryse CRM and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of Pipeliner CRM Vs Ryse CRM based on 30+ factors so that you can make the best decision to automate your Business.

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Vs

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined Pipeliner CRM Vs Bearbook CRM and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of Pipeliner CRM Vs Bearbook CRM based on 30+ factors so that you can make the best decision to automate your Business.

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Pipeliner CRM Screenshots

User Reviews Review Write a Review

quote
Best Pipeline Tool for Sales Professionals

PROS & CONS

What are the best aspects of this product?

Great visualization of data, allowing real-time management of opportunities vs. targets.

What aspects are problematic or could work better?

It would be great if the reports I created would drop in my inbox periodically.

What features/services would you like to see in future versions of this product?

Email automation of created reports.

What specific problems in your company were solved by this product?

Realtime pipeline management. Taking actions about opportunities before it is too late.

Are you a current user of this product?

Yes

AR
- Anonymous Reviewer
Reviewed at 04/11/2021
Source: financesonline.com
quote
Best CRM ever

PROS & CONS

What are the best aspects of this product?

Pipeliner allows you to not only map out the stages of your Pipeliner, but you can even map out each sales process within each stage of the pipeline. This tells reps exactly what they should be doing throughout the sales process, and it allows managers to easily visualize whether or not the sales process is being followed.

What aspects are problematic or could work better?

Nothing whatsoever. I have no complaints at all.

What features/services would you like to see in future versions of this product?

The automatizer working effectively.

What specific problems in your company were solved by this product?

Dynamic visualization of the pipeline, sales process and sales activities.

Are you a current user of this product?

Yes

ET
- Elly Tangaza
Reviewed at 01/11/2021
Source: financesonline.com
quote
This CRM will amaze you with its funcionality and flexibility

PROS & CONS

What are the best aspects of this product?

It is highly visual, dynamic, and its easy customization makes it suitable for any needs you may require as an organization.

What aspects are problematic or could work better?

I have no complaints yet.

What features/services would you like to see in future versions of this product?

So far the rate of development never ceases to amaze me, and I am content with what it provides.

What specific problems in your company were solved by this product?

Opportunity management, Client data and communication is made easier, Data storage and access are even better.

Are you a current user of this product?

Yes

KC
- KATAYA CHALI
Reviewed at 30/10/2021
Source: financesonline.com
quote
Simple Non Tech Sales Tool

PROS & CONS

What are the best aspects of this product?

Availability of both lagging and leading indicators in all its interface, makes decision easier

What aspects are problematic or could work better?

I have not encountered a problem so far

What features/services would you like to see in future versions of this product?

Automatic lead generation, AI this days are just amazing and could do anything

What specific problems in your company were solved by this product?

Inappropriate values for decision making and movement of staff from one position to another and maintaining their sales records and deals closed from the first day till date.

Are you a current user of this product?

Yes

AR
- Anonymous Reviewer
Reviewed at 26/10/2021
Source: financesonline.com
quote
Pipeliner CRM; A fantastic sales enabling tool.

PROS & CONS

What are the best aspects of this product?

it is very visual and easy to learn and use. It is also very easy to customize and has a very effective reporting capability. Another exiting features is iits ability to integrate with the email system such as outlook and Gmail.

What aspects are problematic or could work better?

Ability to edit saved information faster.

What features/services would you like to see in future versions of this product?

An artificial intelligent system support as well voice enabled input ability.

What specific problems in your company were solved by this product?

A functional and effective sales process that has helped in sales forecasting and closure.

Are you a current user of this product?

Yes

FC
- Franklin Chidi
Reviewed at 20/10/2021
Source: financesonline.com

Read More Reviews

FAQ's

Pipeliner CRM has 4 plans,

  • Starter USD 65 /User/Month
  • Business USD 85 /User/Month
  • Enterprise USD 115 /User/Month
  • Unlimited USD 150 /User/Month

Pipeliner CRM is the CRM Software Used for the below functionalities

Top 5 Pipeliner CRM features

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring

Pipeliner CRM provides Business Hours,Online (Ticket) support.

Pipeliner CRM is not allowing Free Trial.