Pipeliner CRM Reviews

& Product Details

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.

Best For

A sales enablement tool for sales management and salespeople.

Recommended For

StartUps
Freelancers
Small Business
Medium Business
Large Enterprise
Non-profit Organization
Personal

Deployment

Cloud, SaaS, Web-Based
Mobile - Android
Mobile - iPhone
Mobile - iPad
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux

Contact

Company Name
Pipelinersales Inc.
Located In
United States
Website
pipelinersales.com

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Pipeliner CRM Pricing

Starting from:

$75 /user/month

Pricing Model: Subscription

Free Trial
Free Version

Pricing Details:

There are four Pipeliner CRM plans - Starter, Business, Enterprise, and Unlimited - with monthly & yearly subscription options and a no-obligation 14-day trial. The pricing starts from $75 per user/month billed monthly or $65 per user/month if billed annually.

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

Additional Features

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

Additional Features Show Less Features

Global Buzz: Pipeliner CRM at a glance

5.0

Global Average Score

Score4.95/5

Reviews5,200

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.

Disclaimer

Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.