Pipeliner CRM

Pipeliner CRM

The Better CRM - Built For Sales, Used By Sales!

4.7/5 (117 reviews)

Pipeliner CRM Overview

Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own.

Pipeliner’s administration backend is also visual and easy to use with drag ‘n drop, in-line editing and other non-technical tools. A key differentiator is that Pipeliner does not require a fulltime admin or expensive certified technical resources.

There is also a very powerful reporting engine built-into the product which allows reports to be generated from any view or area within the system. There are multiple types of reports available from standard to pivot to advanced and graphical dashboards.

At Pipeliner there is a strong belief in focusing on core competencies which is why Pipeliner delivers the best in sales force automation and then provides an easy and seamless way for customers to integrate with other best of breed systems like Ticketing or Marketing Automation or any other system a customer may be using. Pipeliner also provides many “Automation Add-ins” that automate routine tasks that would require manual intervention in other systems.

The Pipeliner Mobile CRM App is the most advanced on the market and the only one with the built-in Artifical Intelligence engine, Voyager. With location and mapping features, voice to text, business card scanning and more, the mobile app enables real efficiency on the go.

Pricing

Starting from
US$25,00/year
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Canada, Europe, Germany and 5 others, India, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported Languages

English, French, German, Portuguese, Spanish

Pipeliner CRM Reviews

Overall rating
4.7/5
97% positive reviews
94
Excellent
20
Very good
2
Average
1
Poor
0
Terrible
Arno F.

Excellent tool also for small business!

Used Daily for 2+ years
Reviewed on 2017/09/01
Review Source: SoftwareAdvice

My business is B2B. What I’m selling is voice training, workshops, and speaking engagements. Until recently, my business was developed through public relations, publishing in special interest magazines, and through people finding me through the website and social media.
About 2 years ago, I began to see a dramatic change. I needed more than a database and a bit of marketing automation -- I needed a sales process to help me drive interest and drive business. Competition was rising and it was obvious that I needed a more structured way to keep my contacts, accounts, and business relationships organized and vibrant. For both existing and new business relationships, I needed a way to nurture those relationships.
It became clear that all my business was not going to come to me any longer. I needed help selling to my key persons -- that’s when I looked for the right CRM tool. In the end, I found Pipeliner through searching on Google. I had asked colleagues and friends for recommendations, but the software they or their companies used was too unwieldy, complex, and expensive. c
Today I can say, Pipeliner helps me to stay in touch with the most promising customers and to make more business with less effort.

Pros

The visual approach. I noticed right away that Pipeliner workes differently from other solutions. It is visual -- not dry spreadsheets but instantly understandable in pictures -- and intuitive. I don't need a thick manual. No need to think in ‘database structures’. Pipeliner shows me the sales process and how I move from stage to stage. Pipeliner ‘mirrors’ my behavior. I don’t have to understand all the technical workings -- I can just see what I need to know. I suddenly have an instant snapshot of my sales stages, what I need to do next, and this motivates me.
Also absolutely important and helpful is the integration of MS Outlook and the connection with several social networks.

Cons

There are only few things I dislike. One is, I miss the possibility to import vcf-cards when I am creating a new lead. Also would be good for me - as located in Europe - the integration of the Xing-Network.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Paul K.

Recommended. Not the most intuitive to use, but powerful and customisable.

Used Daily for 2+ years
Reviewed on 2017/08/30
Review Source: Capterra

Pros

The overall experience of signing up and installing the client software is good and we have had no technical issues. Customer support is good and documentation is available for using and customising the interface. For example we wanted to add a margin value field to each qualified opportunity and although this was not a default field it was easy to find instructions as how to do it. The new field is calculated and can be used for graphs and reports so we can see relative margins against project values. Pipeliner lets you run more than one pipeline and we have two, one for new sales and one for existing customer development. This makes it easier for sales team to keep their workload balanced between the two activities. The management reports feature is extremely useful and enables our directors to quickly see how the sales team are progressing in terms of wins, losses, potential and actual sales.

Cons

Our directors want to encourage the sales team to add follow up actions after events. Unfortunately, you cannot add a telephone call or email as the follow up to a meeting. We have posted it as a feature request, but it is a surprising and pretty pointless limitation. Who wouldn't follow up a meeting with a phone call? It would also be nice if the pipelines could be colour coded as it can be difficult to know which one you are working in. Our only caveat is that should your internet connection fail and you carry on working, the 'auto-synch failure' alert is very small and easily overlooked. If you have to reboot the PC to solve the internet connection you will lose all the work added after the synch failure. We would like Pipeliner to auto-backup client data to the client PC which could be restored in the event of a synch failure.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Kannan K.

Pipeliner CRM - Customer Success Platform built on Principles by Sales Professionals for Sales Professionals

Reviewed on 2015/11/12
Review Source: GetApp

Salespeople are a rare breed. They love meeting and/or talking to customers all the time. For them, productivity is measured in terms of number of deals closed every month. They are the entrepreneurs within the organization. They think the company runs successfully because of them. And they are simply right.

They have no time to do data entry. They simply do not have the time to follow cumbersome procedures. They want a CRM product that simply thinks like they do. And Pipeliner fits the bill perfectly. I am yet to see a product that is crafted for the Salespeople. As a salesperson, I am in love with Pipeliner, the CRM Software that made me fall in love with Sales again.

Pros

Ease of Use
Integration with Apps that you use
Visualization of Sales stages
No expert skills required
Lets you focus on the right leads at the right time
Always available on the cloud and on your mobile devices [Android, iOS apps] - whether you are connected or not. Auto Syncing once you are connected.

There are no multiple editions to choose from. Single edition and you get all the features at one low price.
Over a 3 year period, you will pay 50% less than the popular cloud app [that tries to do everything under the sun completely ignoring the very purpose with which the company was started or what their name means]. Whereas Pipeliner is built for the Sales Force. To empower them in true sense.

What's more? You would have achieved more sales than if you use the popular cloud app. And cultivated happy customers for life.

Do you want more sales ? Do you want to manage your sales leads with utmost sophistication ? Do you want to make sure your sales people focus on the right clients at the right time ? Do you want to see your pipelines visually ? Do you want instant intelligence on everything about Sales at your fingertips ? Do you want your sales people to fall in love with Sales again ? The answer is "Pipeliner CRM". Go for it. You will NOT have any regrets.

Cons

Nothing whatsoever. I have no complaints at all.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Carsten J.

Excellent CRM for pipeline and activity management, reporting

Used Daily for 1+ year
Reviewed on 2018/09/19
Review Source: SoftwareAdvice

Pros

Extremely powerful. Highly configurable, allowing us to fully align the software to our playbooks and existing sales processes. The ability to setup the relevant activities required per each sales stage, upload documents specific for a sales-stage and other features which support the process are fantastic. Pipeliner is not only workflow-focussed, it's also very intuitive to use. Social network integration (LinkedIn), Office365 integration and the WebGrabber tool are also fantastic. Pipeliner supports multiple departments, products and pricebooks. The reporting features for the creation of standard, advanced, private and shared reports is very comprehensive. We have been using Pipeliner for about 12 months now. The onboarding process was a breeze, their training was awesome, the whole team is extremely responsive, helpful and client-outcome-focussed. Highly recommend.

Cons

There isn't much to dislike about Pipeliner. One of the features we are currently missing is the ability to automatically send scheduled reports (daily, weekly or monthly) to specified (internal or external) email addresses. This will hopefully be available soon.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Ian L.

At last a CRM that actually helps you to sell.

Reviewed on 2016/04/17
Review Source: SoftwareAdvice

Pros

I've used many different CRM's throughout my 20+ years in sales and Pipeliner comes out on top. I love how Pipeliner put everything you need right in from of you, no having to click around multiple screens or complicated navigation. Plus everything looks so great. You don't see a dull spreadsheet style layout of data, you see the logo's of your clients, you see the faces of your contacts and you see all of your opportunities laid out neatly in the relevant stage of the sales process. Everything you nee to make the right decisions quickly is right there, with even more insight no more than a click or two away.

For us Pipeliner has transformed CRM from being passive and dull to being an active and engaging experience. I particularly love how you can easily mould Pipeliner around the way you work rather than being forced to change the way you work to comply with the way the CRM is designed. You really do get the sense the Pipeline team know what sales and selling is all about and they've worked hard to build a platform that keeps you focused and moving forward.

It's already a great tool we love to use and with every new release introducing amazing new features it's set to get better and better. Thank you Pipeliner.

Cons

The mobile app is in need of an update so I'm looking forward to the new version coming out later this month. Having a telephone support number would be nice to have.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Pipeliner CRM Pricing

Starting from
US$25,00/year
Pricing options
Free Trial
Subscription
Value for money

Pipeliner CRM has offerings for all sizes of businesses and all verticals:

Starter: $25 per user per month
Business: $65 per user per month
Enterprise: $85 per user per month

Pipeliner CRM Features

  • API
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Custom Fields
  • Customer Database
  • Customizable Reporting
  • Email Integration
  • Mobile Integration
  • Reporting & Statistics
  • Social Media Integration
  • Third Party Integration

  • Activity Dashboard
  • Automatic Reminders
  • Calendar Management
  • Customizable Branding
  • Customizable Templates
  • Data Import/Export
  • Electronic Payments
  • Real Time Data

Additional information for Pipeliner CRM

Key features of Pipeliner CRM

  • API
  • Account and Contact Management
  • Auto Calculated Fields
  • Auto Profiling
  • Business Intelligence Dashboards
  • Gmail & Outlook Integration
  • Gmail & Outlook Integration
  • Mobile (IOS & Android)
  • Multiple Pipelines
  • Org Chart + Buying Center
  • Outlook Integration
  • Sales Activities
  • Sales Forecasting & Reporting
  • Sales Lead Management
  • Sales Opportunity Management
  • Sales Pipeline Management
  • Social Feeds
  • Team Cloud Collaboration
  • Web Clipper

Benefits

☆ Email Integrations ☆
Email Integrations - Continue working in your email platform utilizing Pipeliner’s winning formula.

☆ Navigator ☆
Cut out the noise and focus on what’s immediately important with Pipeliner’s Navigator tool. Find 5 basic components all in one view: activity stream, target overview, notifications, suggestions and business overview.

☆ Sales Process ☆
Pipeliner adapts to a company’s sales process stages within minutes. Drag and drop your sales opportunities from one stage to another, track and analyze your opportunities, and find an instant overview of your business.

☆ Performance Insights ☆
Instantly see how your salespeople are performing using key performance indicators that you select as important for your business. Even compare individuals or sales units using the graph view.

☆ Mobile ☆
Access Pipeliner on-the-go with our mobile app

GetApp Analysis

Pipeliner is CRM software that enables companies to expertly manage their entire sales process. Built with specifically the sales team in mind, Pipeliner CRM is unique in its focus on sales – from a visual, single-screen orientation of the sales pipeline to a comprehensive series of features supporting lead, contact, account and opportunity management.

Pipeliner CRM supports social selling with Twitter, Facebook, LinkedIn and Google+ integrations, allowing you to view and interact with your accounts and contacts in social environments. You can add pertinent information, share relevant or curated links, or reach out to strengthen the relationship, and Pipeliner CRM gives you shared connections for a richer view of your network and how it fits together.

Pipeliner CRM is for sales managers and their teams of sales professionals, and caters to small and medium-sized businesses across various industries. Its main features include lead management, sales pipeline view, accounts and contacts, feeds and activity trails, and in-depth reporting.

When you log in to Pipeliner CRM, you are automatically given a visual of your sales pipeline. Creating a new note, lead, account, contact, opportunity or activity can be easily done via the Create menu

What is Pipeliner CRM?

CRM (customer relationship management) software as a sales and marketing tool has fast become a business staple, and Pipeliner CRM, with its interactive visualization tools, enables sales people to gain actionable insights into their sales pipelines at the shortest possible time.

Integration with commonly used tools like Microsoft Outlook, Gmail, Google Tasks and Calendar enables an intuitive flow of information throughout the system, reducing data entry needs. Fields and forms customization can be done to match your workflow, and the app can be used anytime, anywhere – even without Internet connection.

Pipeliner CRM isn't just a sales management system. It's a collaborative account management software, too

Pipeliner CRM Main Features

Sales Pipeline View

Once logged in to Pipeliner CRM, you are immediately given a visual of your sales pipeline – qualifying a prospect, turning a lead into a sales opportunity, and all other necessary stages to finally make a sale. The data is updated and in real time, allowing you to focus on tasks and activities with the best possible impact on your results. Even your target goals are there, easily understandable and actionable.

Leads and opportunities can be dragged and dropped from one stage to another to reflect their actual placement in the sales pipeline. The Buying Center panel, which can be accessed by double-clicking on an item in the Pipeline or Leads pane, contains an organizational chart showing the key people instrumental in accelerating the forward movement of the sales process.

From prospect qualification to turning a lead into a sales opportunity, plus how you're faring against your target goals, Pipeliner CRM gives you a holistic view of the health of your sales pipeline.

Lead Management

Lead management is a vital sales and marketing process, as data generated from the process are key to effectively gauging the efficiency of a team’s sales and marketing efforts.

The Pipeliner CRM Leads section contains data on both open and lost leads, and allows sales people to create new leads or import them from a CSV file. You can also change or release ownership of a lead and take unassigned ones. Lost leads can be opened for review, reinstated or deleted permanently. Pipeliner’s “archive” capabilities affords sales professionals the ability to never lose anything even if it isn’t in the current view.

The Leads section shows you a summary of the open leads you can pursue. Lost leads are also listed for review, reinstatement or deletion. Pipeliner's "archiving" capabilities ensure that no leads are lost despite not seeing them in the current view

Accounts and Contacts

With Pipeliner CRM, accounts, contacts, leads and opportunities all work hand in hand to make the sales process more efficient. Locate and click on the Accts & Contacts icon in the navigation bar and you’ll be taken to a summary page containing all your existing accounts and contacts.

Hovering your mouse over an item gives you a popup containing information such as upcoming activity, last activity and last message. A double-click takes you to a window with more comprehensive account/contact details such as open/won/lost opportunities, appointments, calls and tasks, activity feeds that can be sorted by date modified or created, documents, and notes. This is also where you add, edit or remove account/contact information.

The Accounts and Contacts summary pane lists all your accounts and contacts in the Pipeliner CRM database, including relevant details

Activity and Feed Trails

Pipeliner CRM isn’t just about account and sales management, it covers task management and team collaboration, too. It allows you to create, assign and share tasks with other sales professionals in your team. Aside from managing and tracking activities, you can schedule appointments, set reminders, create status updates and real-time activity alerts, and generate activity reports based on pre-defined criteria.

Pipeliner CRM is fully integrated with Outlook, which means you get full email support and access to shared calendars and activities.

The Feeds section shows all carried out tasks and activities related to an acount/lead

In-Depth Reporting

Sales managers and their teams of sales people find that in-depth, accurate reporting help them keep track of information at every step of the sales cycle, and reports that illustrate where they go wrong and why potential customers walk away allow them to improve on their sales approaches and develop organizational best practices for future marketing and sales endeavors.

Pipeliner CRM reports include timelines, audits, pipeline velocity, goals, targets, wins and lost opportunities. The Hit-Rate Manager is an analytics tool that lets you create, evaluate and track the performance reports of your sales team. Email reports can also be configured to receive periodical reports about the health of your sales pipeline.

Pipeliner CRM's reporting dashboard gives you a snapshot of your goals, pipeline velocity, opportunities, etc

Pipeliner CRM Integrations

Pipeliner CRM integrates with 25+ widely used applications. It supports full two-way synchronization with Google Apps (Gmail, Contacts, Tasks, Calendar, Google+ and Drive), Office 365, MS Office, Dropbox and Box.net. It can also integrate with social media apps like LinkedIn, Facebook and Twitter, email marketing tools like [MailChimp] (http://www.getapp.com/mailchimp-application), [Constant Contact] (http://www.getapp.com/email-marketing-from-constant-contact-application), Vertical Response and [Mad Mimi] (http://www.getapp.com/mad-mimi-application), and other tools like [QuickBooks] (http://www.getapp.com/quickbooks-online-edition-application), [Freshdesk] (http://www.getapp.com/freshdesk-application) and Zendesk.

You can even add external web pages like Mapquest, Yahoo! Maps, Dun & Bradstreet, and UPS tracking into Pipeliner CRM for more information (i.e., Dun & Bradstreet provides commercial information and insight on businesses, and Yahoo! Maps can help you get to a contact’s business address) without launching a web browser or another tab.

Pipeliner CRM Pricing

Pipeliner CRM’s pricing methodology is straightforward: a monthly subscription of $30 per user billed annually, with no extra “modules” or add-ons to fret about. Aside from the core features, this price already includes plug-ins, the offline client and mobile CRM app.

Pipeliner CRM Bottom Line

  • Uses interactive visualization tools for sales people to understand and improve their sales pipeline
  • Allows sales professionals to work offline and synchronize data with their colleagues through the online server
  • Easily integrates with commonly used applications like social networking sites, Microsoft Outlook and Google Calendar
  • Straightforward CRM setup, usage and customization
  • Clear-cut pricing strategy at $35 per user per month

Pipeliner CRM FAQs

Below are some frequently asked questions for Pipeliner CRM.

Q. What type of pricing plans does Pipeliner CRM offer?

Pipeliner CRM offers the following pricing plans:

Starting from: US$25,00/year

Pricing model: Subscription

Free Trial: Available

Pipeliner CRM has offerings for all sizes of businesses and all verticals:

Starter: $25 per user per month
Business: $65 per user per month
Enterprise: $85 per user per month

Q. What are the main features of Pipeliner CRM?

Pipeliner CRM offers the following features:

  • API
  • Account and Contact Management
  • Auto Calculated Fields
  • Auto Profiling
  • Business Intelligence Dashboards
  • Gmail & Outlook Integration
  • Gmail & Outlook Integration
  • Mobile (IOS & Android)
  • Multiple Pipelines
  • Org Chart + Buying Center
  • Outlook Integration
  • Sales Activities
  • Sales Forecasting & Reporting
  • Sales Lead Management
  • Sales Opportunity Management
  • Sales Pipeline Management
  • Social Feeds
  • Team Cloud Collaboration
  • Web Clipper

Q. Who are the typical users of Pipeliner CRM?

Pipeliner CRM has the following typical customers:

Freelancers, Large Enterprises, Mid Size Business, Non Profit, Public Administrations, Small Business

Q. What languages does Pipeliner CRM support?

Pipeliner CRM supports the following languages:

English, French, German, Portuguese, Spanish

Q. What type of pricing plans does Pipeliner CRM offer?

Pipeliner CRM has the following pricing plans:

Subscription

Q. Does Pipeliner CRM support mobile devices?

Pipeliner CRM supports the following devices:

Android, iPhone, iPad

Q. What other apps does Pipeliner CRM integrate with?

Pipeliner CRM integrates with the following applications:

ActiveCampaign, Capture, Chargify, Constant Contact, Freshdesk, Mailchimp, Mailjet, PieSync, SharpSpring, Social Campaigns

Q. What level of support does Pipeliner CRM offer?

Pipeliner CRM offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials