Pipeliner CRM Reviews for 2025
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What is Pipeliner CRM?
Pipeliner CRM is a customer relationship management software custom-made for sales & accounting management. It has a unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. Users can customize the platform to fit their needs, and the visual approach & uniform navigation drives a faster ROI and high adoption rates.
The CRM software stands out in its category because it provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Furthermore, it offers a powerful reporting engine that allows users to generate reports from any view or area in the system. For example, users can create any report type using Dashboards, Pivot Tables, Forecast, or Quota.
Some of the features worth mentioning are Relationship Maps, Account Matrix, White Space, Org Charts, Lead Management, Pipeline Management, Contact Management, Visual Buying Center, Archive, Project Engine, Sales Reports, Built-in Automation Engine, Administration Panel, Multiple Views, Feeds Section, and an App Integration Marketplace.
Found in these Categories
Best For
- StartUps
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
Pipeliner CRM Pricing
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Pipeliner CRM Features
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- API
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Client Management
- Collaboration Tools
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Segmentation
- Lead Qualification
- Live Chat
- Marketing Automation
- Mobile Access
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Prospecting Tools
- Quotes/Estimates
- Real-Time Reporting
- Referral Tracking
- Reporting & Statistics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Segmentation
- Social Media Integration
- Task Management
- Territory Management
- Workflow Management
- Audit Management
- CRM
- Channel Management
- For Insurance Industry
- For Small Businesses
- Field Sales Management
- For Startups
- For iPad Devices
- Knowledge Management
- Multi-Currency
- Pipeline Reports
- Product Catalog
- Reminders
- Reporting/Analytics
- Role-Based Permissions
- Sales Activity Management
- Sales Trend Analysis
- Search/Filter
- Shared Contacts
- Source Tracking
- Third-Party Integrations
- Web Forms
- Web-based Deployment
- XML/RSS
User Sentiment - Pipeliner CRM Reviews
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User Interface and Experience
Users love the visual representation of the pipeline in Pipeliner CRM and the ease of using drag-and-drop for opportunities. They also recognize that it’s easy to progress leads and that the interface is simple to navigate.
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Lead Management
Lead Management Creating, qualifying, and managing leads is another strength of this CRM. It allows users to score and rank for lead conversion and manage contacts across multiple pipelines.
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Support and Service
Several users noted how the customer support and technical service were fast and able to resolve issues, especially when adapting the software to their business-specific needs.
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Customization and Integration
Pipeliner CRM boasts great customization features to best fit the user’s business needs and integrates seamlessly with third-party software to improve the user’s experience.
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API Limitations
Some users complain about the API because it doesn’t offer developers enough options or has duplication issues. This can create problems when developing custom applications.
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Document Management
Some users think that the 30 MB file size limit for document files is a drawback and that the absence of subfolders worsens document organization.
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Search Functionality
Some users complain about the CRM’s general search functionality, specifically its ability to find contacts. Since the search results are not displayed in alphabetical order, it becomes difficult to sort through them.
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Pipeliner CRM Company Details
Company Name
Pipelinersales Inc.
Headquarters
United States
Website
www.pipelinersales.com
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