Pipeliner CRM

About Pipeliner CRM

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.

Screenshots & Videos

Pricing

Free Trial Available
Starts at $65.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%
Reviews

90%
Momentum

68%
Popularity

86%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)
Desktop App (Windows, Mac)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Business Hours, Online

Pipeliner CRM Awards

# 18 Highly Rated Software CRM Software
Q1 2024

# 12 Most Popular Software CRM Software
Q1 2024

# 19 Highly Rated Software CRM Software
Q1 2023

# 14 Fastest Growing CRM Software
Q1 2022

# 15 Most Popular CRM Software
Q1 2022

# 14 Highly Rated CRM Software
Q4 2020

# 19 Most Popular CRM Software
Q4 2020

Pipeliner CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Referral Tracking

Track and manage your referred customers.

Pipeliner CRM Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Starter $65.00 $65.00 per user / month

Billed Yearly

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

Features

Key Account Management
- Account Management
- Contact Management
- Visual Opportunity and Lead Buying Center
- Account Health (Paid)
Unlimited Account and Contacts
- Import accounts and Contact from CSV Files
- Custom Template Docs (Office 365 and Google Docs)
- Custom Template Spreadsheets (Office 365 and Google Docs)
Notes Management
Unlimited leads and Opportunites
- Oppotunity and Lead pipeline view
- Opportunity, Lead, Account, Contact, and Activity List View
Opportunity, Lead, Account and Contact Compact View
- Opportunity, Lead, Account & Contact Map 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)
Salesforce Automation
- Custom Activities per Pipeline Stages (Sales Activities)
- Visual Opportunity and Lead Buying Center
- Lead Management
- Opportunity Management
- Quote Version Management (Paid)
- Email Automation
- Email Integration
- Approvals Processes (Paid)
Reporting Engine
- Standard Table Reports
- Pivot Table Reports
- Custom Dashboards
Project Engine
- Multiple Custom Projects (Paid)
- Gantt View (Paid)
- Objective View (Paid)
Communications and Activites
- Online Forms (Paid)
- Document Management
- Advanced Document Management (Paid)
- Reminders
- Feeds (Built-in Internal Messaging)
- AI Email Assistant
- Email Sequencing (Paid)
- Email Personalization
- Customizable Email Templates (Text & HTML)
- Mass Email Tracking
- Calling & Text Messages
- Appointment Scheduler (Paid)
- Task Management
- Appointment Management
- Unlimited Tasks & Appointments
- Task and Appointment Calendar View
- Recurring Tasks
Workflow Automation
- Automatizer (Paid)
Backend Functions & Administration
- Custom Entities (Paid)
- Bulk Ownership Updates
- 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
- Merge Contact & Accounts
- 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 Business Units
- Custom Record Preview
Multiple Form Views
- SSL Encryption
- Encryption at Rest
- GDPR Compliance
- 30 MB Attachment Limits
- Attachment Type Restrictions
- Email Domain Restrictions
- Daily Database Backups
- 2-factor Authentication
Application Integration
- Automation Hub Integration
Microsoft Integration
- Office 365 Automatic Email Sync
- Office 365 Inbox Add-In for Outlook
- Contacts Sync to Outlook (Office 365)
- Tasks Sync to Outlook (Office 365)
- Appointments Sync to Outlook (Office 365)
- 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
Add-ons
- Business Card Scanner (Paid)
- Geolocation (Paid)
- Autoprofiler (Paid)
Mobile App
- Mobile Apps (iOS and Android)
- Calling Integration (over Mobile)
Education and Technical Support
- In app Product Tours
- In app, context sensitive Help
- Extensive, searchable Knowledge Base
- YouTube Videos
- Online Chat (8×5)
- Email Technical Support (8×5)
- Back-up export › (script executed on demand)*
Professional Services*
- 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 350K Calls)
**** Automatizer processes per month (Starter and Business have Automatizer not available, Enterprise 25 processes with not more than 10,000 runs, Unlimited 100 processes with not more than 100,000 runs)

Business $85.00 $85.00 per user / month

Billed Yearly

Full CRM functionality, customization and unique productivity features.

Features

Includes features of Starter plan, plus
Account Hierarchy
Account Relationship Mapping
Contact Relationship Mapping
Visual Account and Contact Org Chart
Account Matrix View
Navigator Dashboard
Opportunity and Lead Archive View
Multiple Currencies
Opportunity Bubble Chart View
In-App Notifications
Forecasts & Quotas
Insights
Tasks Board View
Appointment Timezone Checker
Activities 1-to-Many to Any
Custom User Roles and Permissions
Custom Accounts Relations
Custom Standard Fields for Activities
Custom Activity Types
API Call Limits***
Assigned Account Manager
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*

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 350K Calls)
**** Automatizer processes per month (Starter and Business have Automatizer not available, Enterprise 25 processes with not more than 10,000 runs, Unlimited 100 processes with not more than 100,000 runs)

Enterprise $115.00 $115.00 per user / month

Billed Yearly

Full CRM functionality with advanced reporting, customization and services.

Features

includes features of Business plan, plus
Company Emails
Advanced Reports
Scheduled Reports
Audit
Automatizer
Custom Fields Field Permissions
Multiple Form Views
Lookup Field
Rollup Field
Audit Log
Sandbox Environment*
Single Sign-On (SAML 2.0)
SharePoint Integration
Prioritized Technical Support*
Pipeliner Quarterly Review
Onsite Training*

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 350K Calls)
**** Automatizer processes per month (Starter and Business have Automatizer not available, Enterprise 25 processes with not more than 10,000 runs, Unlimited 100 processes with not more than 100,000 runs)

Unlimited $150.00 $150.00 per user / month

Billed Yearly

Advanced CRM functionality including advanced features

Features

Includes features of Enterprise plan, plus
Whitespace
Account Health
Account Plans
Quote Version Management
Approvals Processes
Multiple Custom Projects
Gantt View
Objective View
Online Forms
Advanced Document Management
Email Sequencing
Appointment Scheduler
Custom Entities

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 350K Calls)
**** Automatizer processes per month (Starter and Business have Automatizer not available, Enterprise 25 processes with not more than 10,000 runs, Unlimited 100 processes with not more than 100,000 runs)

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 04/03/2024 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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Pipeliner CRM Reviews

User Rating

4.7/5 (Based on 965 Ratings)

Rating Distribution

Excellent
76.7%
Very Good
20.1%
Average
2.5%
Poor
0.3%
Terrible
0.4%

User Sentiments

User-Friendly Interface, Visual Sales Pipeline, Extensive Reporting Capabilities, Extensive Integrations

Mobile App Limitations, Occasional Software Issues, Limited Email Client Integration, Lack of Email Templates

Do You Use Pipeliner CRM?

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Review Summary

Pipeliner CRM, a sales pipeline management tool, receives mixed reviews from users. Some praise its user-friendly interface, customizable features, and ability to streamline sales processes, leading to increased productivity. Others criticize its limited reporting capabilities, occasional technical glitches, and lack of advanced features found in competing products. The overall consensus is that Pipeliner CRM is a solid choice for small businesses and startups seeking a user-friendly and affordable CRM solution, but larger enterprises may require more comprehensive software.

Pros

Easy to use interface and intuitive design, enabling quick onboarding and effortless navigation.
Robust reporting and analytics capabilities provide valuable insights and enhance decisionmaking.
Effective lead management and tracking features improve sales pipeline visibility and conversion rates.
Native mobile app ensures seamless remote access and uninterrupted productivity.

Cons

Limited customization options may restrict tailoring the platform to specific business needs.
Occasional performance issues and glitches can hinder seamless workflow and impede productivity.
Steep learning curve for advanced features might require additional training or resources.
Limited integrations with thirdparty applications may hinder seamless data exchange and workflow automation.