Who Uses This Software?

Pipeliner CRM is ideally suited for small and medium businesses, with between 10 to 200 users.


Average Ratings

65 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    $8.00/month/user
    See pricing details
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • pipelinersales
  • www.pipelinersales.com
  • Founded 2011
  • United States

About This Software

Pipeliner is instant intelligence, visualized--a CRM solution that actually empowers salespeople, as well as sales managers and companies. Pipeliner engages salespeople with their prospects and customers, and prioritizes opportunities, activities and tasks..Intuitive, totally visual functionality is used throughout the application, which can be fully accessed online or offline.


Features Checklist

  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management

Product Reviews

Best CRM I used

5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The things which I like about Pipeliner are the following:

1. It¿s NOT ONLY cloud based, but it has a local offline PC/Mac software, which syncs to the cloud. This way ot¿s fast and gives access to your data anytime, anywhere. With other cloud based systems I have been waiting for the changes to refresh, and offline I did NOT have access to my data.

2. The relationshop between contacts, accounts, related accounts is just brilliant. With Pipeliner I can see everything in one place. Other CRM systems were also like this IN THEORY (every CRM company pithces this), but in fact, if I made a note to Contact A, then a note to Contact B, then a note the Account A where these contacts belonged or to Opportunity 1, I could NOT see all this data together. With Pipeliner, it does not matter what part of the account I am viewing, the contact, the account or the opportunity, ALL data is visible EVERYWHERE. This is one of the most important tests of a CRM system.

3. Visual aspect: you also get a visual, drag & drop pipeline where al deals show up and you have again access to all related data.

4. Data synking: synchs seamlessly with Google Calendar, contacts and Gmail, on demand, instantly or whenever you want it. Other cloud based CRM solutions were totally out of the user¿s hands running once every 15 mins or so; here with Pipleliner you have total control on the synking.

5. Account history feed: all emails and other related bits of data for an acocunt (or even related acocunts) will be shown on a Feed, similar to a Facebook timeline, which I tihnk it¿s a smart solution, every piece of data is there at your fingertips.

Pipeliner for a micro-company

4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: Pipeliner is a great management tool (e.g. clear structure and features, cool dashboard design, very helpful online manual
) ¿ for all company sizes. For a micro-company as we are, it¿s very easy and user-friendly because core-features are great and set-up is very simple. Pipeliner grows with your company¿s needs step by step. Hence, it¿s not overwhelming and complex from the start, as many other tools are. And that¿s great for a quick kick off and to work with the flow!! We use it for contact management as well as our sales and project pipeline.

Easy to Use, Saves Time

5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I sued to use Excel for tracking my customer relations, but it was very time-consuming. Pipeliner lets me see all my customers at a glance, move them along the sales pipeline with a drag-and-drop interface, and lets me easily connect social media profiles to all of my contacts. Recommended.

I recommend Pipeliner CRM

5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: When I started my startup I needed a CRM focused on sales and had a good view of information flows. After much searching, Pipeliner CRM showed the best sales and marketing software with interactive visualization tools which can monitor all potential customers within the sales funnel in an organized and dynamic way. All the entire sales and marketing professionals I recommend Pipeliner CRM

Paulo Castello.
CEO at Fhinck Business Solutions

Two Thumbs Up!

5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: - Intuitive, keeps me on track of all my accounts like never before.
- Awesome Visuals that allow me to see the entire story of all my work
- Drag & Drop features - I think it is the world's first Drag & Drop CRM
- $35/user covers everything, no add-on fees
- Absolutely amazing, exceeded my expectations

Cons: I wish I had discovered this 5 years back, would have made my life a whole lot easier.

Overall: If you want your sales team to really use their CRMs properly, look no further.

Simple and easy to use

5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: I have been using pipeliner for the sole purpose of following my deals/opportunities through the sales pipeline. There is no tool on the market that is as simple to use as this one. It lets me accumulate all the information quickly and I don't have to use Excel anymore. The Outlook integration completes the system and lets me manage my customer information and contacts at the same time. Due to my intensive CRM and sales background I have decided to become a pipeliner partner. The simple implementation of the tool makes it interesting for any company. Of course it is not perfect, but which tool is today. If you can ignore some of the small lack of features, it gives you a perfect overview and summary of your sales pipeline at the click of a button.

Cons: The workflow is not 100% optimal, but pipeliner has made tremendous efforts to improve this since I am a customer. The clicking between screens can become tedious at times, but does not hinder you from your daily work.

Overall: I can recommend this tool to all businesses and individuals who have been through the pain of CRM! The tool really focuses on the essentials when it comes to sales and pipeline management and gets rid of all the unnecessary tasks that sales people are confronted with in everyday life. The interface is top class. What completely made me choose pipeliner is the one of a kind support the company offers. They have really understood to focus on the customer and not themselves.

Fantastic CRM for Sales!

5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Pros: - Easy to use Sales Management Tool
- Local Data, synchronized really smart with cloud database
- Easy configurable Sales Stages
- Great forecasting capabilities
- perfect outlook integration
- excellent Dashboard
- good reporting

Cons: If I find any, I come back and update my review!

Overall: This is really the first Sales CRM Tool thats working for one man shows or small teams up to real big sales organizations. Multiple Teampipelines are easy accessible, Sales Teams can be build, so its able to reflect any given situation.

If you are looking for a sales supporting CRM solution that really helps you and your peers in the daily sales tasks, you should definitely check it out.