Pipeliner CRM Reviews for 2025
Save 40% on your SaaS stack with expert guidance
Free Consultation
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
Looking to Save Time & Money
Audit, consolidate, and save—powered by our internal buying team. Let our experts analyze your current software stack and identify opportunities for cost savings and efficiency improvements.
- Stack Audit
- Cost Reduction
- Expert Team
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
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
-
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.
Leave a Review
Pipeliner CRM Company Details
Company Name
Pipelinersales Inc.
Headquarters
United States
Website
www.pipelinersales.com
Own this Software?
Pipeliner CRM vs. Similar Products
Select up to 3 Software, to enable Comparison
Compare Selected SoftwarePipeliner CRM Alternatives
We use cookies for critical website functionalities, personalised content and social media features, to analyse our traffic and marketing purposes.
This website uses cookies
Cookies are small text files that can be used by websites to make a user’s experience more efficient.
The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This means that cookies which are categorized as necessary, are processed based on GDPR Art. 6 (1) (f). All other cookies, meaning those from the categories preferences and marketing, are processed based on GDPR Art. 6 (1) (a) GDPR.
You can at any time change or withdraw your consent from the Cookie Declaration on our website.
You can read more about all this at the following links.
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
Preference cookies enable a website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.
These trackers help us to measure traffic and analyze your behavior to improve our service.
These trackers help us to deliver personalized ads or marketing content to you, and to measure their performance.