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Pipeliner CRM

Sales CRM Software

(583 Ratings) Write Review

What is Pipeliner CRM and how does it work? Pipeliner is a CRM designed especially for sales. It has a sales friendly interface and a built-in automation engine. The software offers uniform navigation to users, and every screen is logically organized to keep the user-focused. Users have an option to customize views if they don't like the default view. Users don't need to be from a technical background to use the software as admin. Anyone can administer the software and require no separate training or certification. The Pipeliner comes with instant dynamic visualized reporting, which lets users generate reports from anywhere in the system. Users can generate standard, pivot, and even advanced business intelligence reports. It also offers performance dashboard reports. The tool enables users to point and click interfaces to build processes, automate routine tasks, and increase efficiency. The software offers third party integration. The software is also available in the form of a mobile app, which increases users' efficiency and productivity. They can scan business cards and make voice to text notes effectively with the assistance of the tool.

FOLLOWERS 29,277 8,935 32,000 986 2,180

Pipeliner CRM Awards

Pipeliner CRM Features Show All Features

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.

Pipeliner CRM Technical details

Support	Business Hours Online	Customer Type	Large Enterprises Medium Business Small Business
API		Location / Phone Number	Los Angeles, California / +1-888-843-6699
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	Official Website	https://www.pipelinersales.com/
Deployment		Category	CRM Software

Pipeliner CRM Pricing

Pricing ModelFree Trial , Subscription

Starter

$65 /User/Month

billed Yearly

Basic sales management, tracking and collaboration – minimum 3 users.

Features

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)
Sales Enablement
- Lead Management
- Opportunity Management
- Unlimited Leads & Opportunities
- Opportunity and Lead Pipeline View
- Opportunity, Lead, Account, Contact, and Activity List View
- Opportunity, Lead, Account and Contact Compact View
- Dynamic Velocity View
- Dynamic Target Views
- Target Multiple KPIs
- Custom Profile Views
- Calling Integration (over Mobile)
- Custom Template Docs (Office 365 and Google Docs)
- Custom Template Spreadsheets (Office 365 and Google Docs)
- Visual Opportunity and Lead Buying Center
Process/Workflow Automation
- Automatizer (Paid)
Activity Management
- Task Management
- Appointment Management
- Unlimited Tasks & Appointments
- Task and Appointment Calendar View
- Reminders
- Recurring Tasks
Mobile App
- Mobile Apps (iOS and Android)
- Calling Integration (over Mobile)
Relationship Mapping
- Visual Opportunity and Lead Buying Center
Marketing Automation
- Email Automation
- Email Sequencing (Paid)
- Mass Email Tracking
- Customizable Email Templates (Text & HTML)
- Email Personalization
- Email Integration
Data Management
- Import Accounts & Contacts from CSV files
- Import open Leads & Opportunities from CSV files
- Export Accounts/Contacts to Excel/CSV
- Export Leads/Opportunities to Excel/CSV
- Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
- Bulk Ownership Updates
- Merge Contact & Accounts
Reporting and Analytics
- Standard Table Reports
- Pivot Table Reports
- Custom Dashboards
Customization
- Custom Pipeline Stages
- Custom Fields for Opportunity, Lead, Account and Contact Form
- Custom Standard Fields for Products
- Unlimited Custom Fields
- Custom Field Description/User Hint
- Custom Web Resource Fields
- Custom Fields Calculations
- Custom Fields Validation Rules
- Custom Fields Pick-Lists
- Custom Fields Dynamic Dropdowns
- Custom Fields Auto-Number Fields
- Custom Products and Services Catalog
- Multiple Custom Pipelines
- Custom Fields per Pipeline Stages (Sales Actions)
- Custom Activities per Pipeline Stages (Sales Activities)
- Custom Business Units
- Custom Record Preview
Project Management
- Multiple Custom Projects (Paid)
- Gantt View (Paid)
- Objective View (Paid)
Microsoft Integrations
- Office 365 Automatic Email Sync
- Exchange Automatic Emails Sync
- Office 365 Inbox Add-In for Outlook
- Contacts Sync to Outlook (Office 365 and Exchange)
- Tasks Sync to Outlook (Office 365 and Exchange)
- Appointments Sync to Outlook (Office 365 and Exchange)
- Send and Track Emails directly from PL (Office 365)
- Mass Email Tracking (Office 365)
- Customizable Email Templates (Office 365)
- Custom Word and Excel Templates
- Save Email Attachments to Pipeliner Records
Google Suite Integrations
- Gmail Automatic Email Sync
- Chrome Extension: Gmail Inbox App
- Google Contacts Sync
- Google Tasks Sync
- Google Appointments Sync
- Send and Track Emails directly from PL (Gmail)
- Mass Email Tracking (Gmail)
- Customizable Email Templates (Gmail)
- Chrome Extension: Web Clipper
- Custom Google Doc and Google Sheets Templates
- Save Email Attachments to Pipeliner Records
- Google Drive Integration
Other Integrations
- Automation Hub Integrations**
Data Security and Access
- SSL Encryption
- Encryption at Rest
- GDPR Compliance
- 30 MB Attachment Limits
- Attachment Type Restrictions
- Email Domain Restrictions
- Daily Database Backups
- 2-factor Authentication
Education and Technical Support
- In app Product Tours
- In app, context sensitiveHelp
- Extensive, searchable Knowledge Base
- YouTube Videos
- Online Chat (8×5)
- Email Technical Support (8×5)
- Back-up export › (script executed on demand)*
Professional Services*
- Online Onboarding Guidance
- User Training (Online course)*
- Admin Training (Online course)*

Note :

* all asterisked services are an additional chargeable option
** some of these services are an additional chargeable option
***API Call limits per month (Starter API not available, Business 100k calls, Enterprise 150k calls, Unlimited no restriction)

Business

$85 /User/Month

billed Yearly

Full CRM functionality, customization and unique productivity features.

Features

Includes features of Starter plan, plus
Account and Contact Management
- Account Matrix View
Sales Enablement
- 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
Relationship Mapping
- Account Hierarchy
- Visual Account and Contact Org Chart
- Account Relationship Mapping
- Contact Relationship Mapping
- Visual Opportunity and Lead Buying Center
Reporting and Analytics
- Forecasts & Quotas
- Insights
Customization
- Custom User Roles and Permissions
- Custom Accounts Relations
- Custom Standard Fields for Activities
- Custom Activity Types
Other Integrations**
- Custom (Bespoke) Integration possible
- API Call Limits***
- Calling
Education and Technical Support
- Assigned Account Manager
Professional Services*
- Onboarding Consultancy and Customization*
- Workflow/Automation Consultancy*
- User Training (Web Sessions with Pipeliner Trainer)*
- Manager Training (Web Sessions with Pipeliner Trainer)*
- Admin Training (Web Sessions with Pipeliner Trainer)*
- Standard Data Import from csv*
- Custom Data Migration*

Enterprise

$115 /User/Month

billed Yearly

Full CRM functionality with advanced reporting, customization and services.

Features

Includes features of Business plan, plus
Process/Workflow Automation
- Automatizer
Marketing Automation
- Company Emails
Reporting and Analytics
- Advanced Reports
- Scheduled Reports
- Audit
Customization
- Custom Fields Field Permissions
- Multiple Form Views
- Lookup Field
- Rollup Field
Microsoft Integrations
- SharePoint Integration
Data Security and Access
- Audit Log
- Sandbox Environment
- Single Sign-On (SAML 2.0)
Education and Technical Support
- Prioritized Technical Support*
- Pipeliner Quarterly Review
Professional Services*
- Onsite Training*

Unlimited

$150 /User/Month

billed Yearly

Advanced CRM functionality including advanced features

Features

Includes features of Business plan, plus
Account & Contact Management
- Whitespace
- Account Plans
- Account Health
Sales Enablement
- Appointment Scheduler
Marketing Automation
- Email Sequencing
Reporting and Analytics
- Advanced Reports
- Scheduled Reports
- Audit
Customization
- Custom Fields Field Permissions
- Multiple Form Views
- Lookup Field
- Rollup Field
Project Management
- Multiple Custom Projects
- Gantt View
- Objective View
Microsoft Integrations
- SharePoint Integration
Data Security and Access
- Audit Log
- Sandbox Environment
- Single Sign-On (SAML 2.0)
Education and Technical Support
- Prioritized Technical Support*
- Pipeliner Quarterly Review
Professional Services*
- Onsite Training*

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Disclaimer: The pricing details were last updated on 03/02/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Pipeliner CRM pricing.

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