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Pipeliner REVIEW

CRM Software

7 user reviews
USER SATISFACTION 93%
OUR SCORE 9.1

What is Pipeliner?

Pipeliner is a sales automation solution with a robust built-in CRM infrastructure to ensure that stakeholders–from sales teams to board members–can follow and track the company’s entire sales process. With this tool your sales process can run on autopilot as Pipeliner will be organizing sales data to qualify leads and using interactive sales reporting tools to let you follow your company’s sales activities including various collaboration options. The software can effectively handle all complex sales activities of small and mid-sized businesses.

Pipeliner also arranges your sales data in real-time to generate actionable insights for urgent opportunities. Thus, it helps you see these hidden gems, such as repeat buys, customer inquiries, and upsell, across your sales pipeline.

Finally, Pipeliner CRM is easy to use and implement. Both your staff and senior management will find it an efficient and convenient way to do their tasks, making team collaboration more productive. You also get the ease of accessing customer data in one place, and the ability to share, update, or add them to reports, however it suits your needs.

Overview of Pipeliner Benefits

Pipeliner CRM is instant intelligence, visualized – it is designed to empower sales professionals. The app uses a visual and intuitive interface to focus a sales team on productivity and effectiveness – providing a precise and empowering Navigator, one-click reports, comprehensive charts, drag-and-drop Sales Pipeline, graphical Task Board, visual Org charts and Buying Center, and more.

With Pipeliner’s visual and intuitive interface, you can configure your system, import data, and train users in a matter of days. Many companies have found that they were able to onboard Pipeliner without any assistance, simply by using the context-sensitive help. Still, if needed, rapid, expert help is available from the support team for any phase of implementation.

You can generate insights and follow sales processes with the user-friendly tools and familiar functionalities common to popular productivity apps. Transform your sales team into customer-centric entrepreneurs who understand the needs and quirks of your buyers using insights from sales data. Generate accurate sales forecasts by organizing sales data and creating insights out of them.

Another big benefit is you can get a clear and immediate picture of sales activities using visualization features. Access sales data anytime and anywhere there is internet connection; desktop and mobile data are kept in sync. You can also access sales data offline. Your data is saved and kept secure in the cloud even with slow and cumbersome WiFi connection.

We are impressed that Pipeliner allows teamwork between sales reps and management as they can use the collaboration functionalities. Spend less time on junk prospects and more time on promising leads. Plus, you can create easy-to-grasp reports that everybody can understand, not just the accountant.

On top of that, you can sort data in as many logical ways that suit you and generate insights to mine opportunities or trends. Finally, you can define your customers with the right attributes with profiling and custom field settings in the Buying Center to get more accurate statistics, rather than false optimism.

Overview of Pipeliner Features

  • Sales Pipeline Management
  • Sales Opportunity Management
  • Sales Lead Management
  • Business Intelligence Dashboards
  • Sales Forecasting & Reporting
  • Relationship Mapping
  • Account and Contact Management
  • Team Cloud Collaboration
  • Sync Capabilities

What Problems Will Pipeliner Solve?

A. Traditional CRM applications have earned a terrible reputation. In fact, the original inspiration for Pipeliner came about when the company’s founder and CEO began asking salespeople about CRM, and the number one answer was “CRM sucks!” Pipeliner became a CRM solution designed to actually empower salespeople–and salespeople actually enjoy using it. Its visual and intuitive interface means huge time savings on data entry. More importantly, it also means accessing important data is easier and faster than with traditional CRM.

B. Sales managers spend far too much time having to “chase up numbers” with sales reps. Because Pipeliner CRM is visual and intuitive, sales managers can obtain needed data right from CRM–no more need to hound reps for data. And because sales data provided by Pipeliner is accurate and insightful, it empowers sales managers to do what really needs to be done: coaching and mentoring the sales team.

C. Pipeliner knows that no two companies are alike–and so from the beginning the vendor has made it possible for a company to rapidly and easily customize Pipeliner to its sales process. This flexibility extends all the way down to activities and tasks within each sales stage, and even down to forms and fields. And since a business environment is dynamic, changes can be instantly made to CRM when needed.

Awards & Quality Certificates

Pipeliner Position In Our Categories

Position of Pipeliner in our main categories:

20

Pipeliner is one of the top 20 CRM Software products

10

Pipeliner is one of the top 10 Sales Software products

20

Pipeliner is one of the top 20
CRM Software products

10

Pipeliner is one of the top 10
Sales Software products


Pipeliner is also listed in the following subcategories:

Category:Position:Category:Position:
Contact Management Software#5 Lead Management Software#5
Sales Automation Software#3 Sales Management Software#4

Enterprises have diverse needs and requirements and no software platform can be perfect in such a situation. It is pointless to try to find an ideal out-of-the-box software product that fulfills all your business needs. The wise thing to do would be to customize the solution for your unique needs, worker skill levels, finances, and other elements. For these reasons, do not rush and invest in well-publicized leading solutions. Though these may be widely used, they may not be the ideal fit for your unique wants. Do your research, check out each short-listed application in detail, read a few Pipeliner reviews, speak to the maker for clarifications, and finally select the app that offers what you require.

How Much Does Pipeliner Cost?

Pipeliner Pricing Plans For Enterprises & Small Business:

Personal Plans

Personal Package – Free

Basic sales management and tracking for a single user

  • 1 User
  • 500 MB Storage
  • Account Management
  • Appointment Management
  • Contact Management
  • Lead Management
  • Limited Accounts, Contacts, Leads, Opportunities—250 per each record
  • Limited Tasks, Appointments—500 for all records
  • Navigator
  • Opportunity Management
  • Pipeline Management
  • Task Management

Personal Plus Package – $8/user/month (billed annually)

All the functionality of Personal Package with added flexibility and space for a single user

  • 1 User
  • 2 GB Storage

All Personal Package features, plus:

  • Calling Integration with Mobile
  • Mobile Apps (iOS and Android)
  • Unlimited Accounts, Contacts, Leads, Opportunities
  • Unlimited Tasks, Appointment

Business Plans

Starter Plan – $25/user/month (billed annually)

Basic sales management, tracking, and collaboration

  • Unlimited Users
  • 2 GB Storage
  • Account Management
  • API Access 20K Actions/Month
  • Appointment Management
  • Calling Integration with Mobile
  • Contact Management
  • Google Integration
  • Lead Management
  • Maps Geolocation
  • MS Office Add-in
  • Online Chat Support 16×5
  • Opportunity Management
  • Pipeline Management
  • Standard Reports
  • Task Management

Business Plan – $55/user/month (billed annually)

Full CRM functionality, advanced reporting, customization, and unique productivity features

  • Unlimited Users
  • 5 GB Storage

All Starter Plan features, plus:

  • Activity Hit-Rate Reports
  • Activity One-to-Many
  • Archive Management
  • API Access 50K Actions/Month
  • Appointment Planner
  • BI Dashboards
  • Bulk Edits
  • Document Management
  • Forecast Reports
  • Merged Accounts & Contacts
  • Multiple Accounts
  • MS SharePoint Integration
  • Navigator
  • Notes Management
  • Recurring Tasks
  • Sales Performance Insights
  • Task Boards Management
  • Visual Buying Center
  • Visual Org Chart

Enterprise Plan – Contact the vendor for pricing

Full CRM functionality with advanced customization, integrations, and services

  • Unlimited Users
  • 200 GB Storage

All Business Plan features, plus:

  • API Access 150K Actions/Month
  • Assigned Account Manager
  • Auto Profiling
  • Beta: Access
  • Back-up (script executed on demand)
  • Online Chat Support 18/5 With Guaranteed Response Time
  • Product Feedback
  • Pipeliner Quarterly review
  • Sandbox Environment (extra)
  • Training

User Satisfaction

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Pipeliner reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Pipeliner. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

POSITIVE SOCIAL MENTIONS

148

NEGATIVE SOCIAL MENTIONS

12

Video

Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • USA
  • UK
  • Canada
  • International
  • Germany
Pricing Model
  • Monthly payment
  • Annual Subscription
Customer Types
  • Small Business
  • Medium Business
  • Freelancers
Deployment
  • Cloud Hosted

What Support Does This Vendor Offer?

  • EMAIL
  • PHONE NO.
  • TRAINING
  • TICKETS

What are Pipeliner pricing details?

Pipeliner Pricing Plans:

Personal Plans

Personal Package – Free

Basic sales management and tracking for a single user

  • 1 User
  • 500 MB Storage
  • Account Management
  • Appointment Management
  • Contact Management
  • Lead Management
  • Limited Accounts, Contacts, Leads, Opportunities—250 per each record
  • Limited Tasks, Appointments—500 for all records
  • Navigator
  • Opportunity Management
  • Pipeline Management
  • Task Management

Personal Plus Package – $8/user/month (billed annually)

All the functionality of Personal Package with added flexibility and space for a single user

  • 1 User
  • 2 GB Storage

All Personal Package features, plus:

  • Calling Integration with Mobile
  • Mobile Apps (iOS and Android)
  • Unlimited Accounts, Contacts, Leads, Opportunities
  • Unlimited Tasks, Appointment

Business Plans

Starter Plan – $25/user/month (billed annually)

Basic sales management, tracking, and collaboration

  • Unlimited Users
  • 2 GB Storage
  • Account Management
  • API Access 20K Actions/Month
  • Appointment Management
  • Calling Integration with Mobile
  • Contact Management
  • Google Integration
  • Lead Management
  • Maps Geolocation
  • MS Office Add-in
  • Online Chat Support 16×5
  • Opportunity Management
  • Pipeline Management
  • Standard Reports
  • Task Management

Business Plan – $55/user/month (billed annually)

Full CRM functionality, advanced reporting, customization, and unique productivity features

  • Unlimited Users
  • 5 GB Storage

All Starter Plan features, plus:

  • Activity Hit-Rate Reports
  • Activity One-to-Many
  • Archive Management
  • API Access 50K Actions/Month
  • Appointment Planner
  • BI Dashboards
  • Bulk Edits
  • Document Management
  • Forecast Reports
  • Merged Accounts & Contacts
  • Multiple Accounts
  • MS SharePoint Integration
  • Navigator
  • Notes Management
  • Recurring Tasks
  • Sales Performance Insights
  • Task Boards Management
  • Visual Buying Center
  • Visual Org Chart

Enterprise Plan – Contact the vendor for pricing

Full CRM functionality with advanced customization, integrations, and services

  • Unlimited Users
  • 200 GB Storage

All Business Plan features, plus:

  • API Access 150K Actions/Month
  • Assigned Account Manager
  • Auto Profiling
  • Beta: Access
  • Back-up (script executed on demand)
  • Online Chat Support 18/5 With Guaranteed Response Time
  • Product Feedback
  • Pipeliner Quarterly review
  • Sandbox Environment (extra)
  • Training

What integrations are available for Pipeliner?

With Pipeliner CRM, you can utilize many different apps from your daily work. To make that work simpler and easier, Pipeliner integrates with more than 50 popular applications. These include apps for office productivity, support, customer service, contact management, marketing automation, social media, document management, accounting, data migration, and more. Here is the complete list of available integrations:

  • MS Office suite
  • Google products
  • Zapier
  • Piesync
  • RightOn Interactive
  • Desk
  • WebMerge
  • Magento
  • DBX
  • Capture
  • Collabspot
  • Improt2
  • ActiveCampaign
  • JotForm
  • Wufoo
  • Mad Mimi
  • Hubspot
  • Marketo
  • Infusionsoft
  • QuickBooks
  • Act-on
  • Constant Contact
  • Vertical Response
  • ExactTarget
  • FreshBooks
  • Shopify
  • Chargify
  • MailChimp
  • Intercom
  • Olark
  • Yesware
  • Xero
  • Uservoice
  • Quoteroller
  • Full Contact
  • Help Scott
  • Eventbrite
  • GoToWebinar
  • Zendesk
  • Freshdesk
  • SharePoint
  • One Drive
  • Illumineto
  • Box
  • Dropbox
  • Docusign
  • Kloudless
  • Twitter
  • Facebook

User reviews


7 Reviews

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The most favorable review

Joyce


Pros:
It's the best CRM software I have used so far. It defines a process workflow like no other app. Hence it eases the work for our sales team. It seems like it has been designed b a salesperson. We are therefore widening it's use for other management operations as well.

Cons:
Some functionalities such as emails and templates should be added. Calendar synchronization should be added and considering how well Pipeliner has facilitated the users, these features can be expected to appear soon.

The least favorable review

Henrietta


Pros:
It's been a year since I have been using Pipeliner and I must say it has been a good experience. It's a simple, clean interface which gives me more possibilities to update and look for opportunities to expand. I can monitor the most important aspect of the work flow. it helps analyze whether we are lagging behind or not. Although I don't know much about software specifications but by looking at the interface and representation, I can say that the software has been smartly designed.

Cons:
There are a few tools that takes time and effort to integrate. For instance, Sharpspring and MailChimp took time for setting up. However, it's not the software I will blame about it.


Joyce

Verified
user
It's the best CRM software I have used so far. It defines a process workflow like no other app. Hence it eases the work for our sales team. It seems like it has been...

Henrietta

Verified
user
It's been a year since I have been using Pipeliner and I must say it has been a good experience. It's a simple, clean interface which gives me more possibilities to...

Jesse

Verified
user
It's an intuitive design with a clean interface. The pipeline is highly visual so we know exactly what's happening in there. It gives us better understanding of things...

Conrad

Verified
user
We found that Pipeliner fit better to our business needs as compared to the previous CRM software. We are not direct sellers and were looking for more sales partners....

Jonathan

Verified
user
Pipeliner has been designed by sales people so it's fast and interactive. I think it's probably the most visual CRM available right now. It lets you focus on work and...

Lena

Verified
user
I particularly like the Navigator feature and I think it's a great addition to Pipeliner. The dashboard has everything you need to see where you are with your current...

Alejandro

Verified
user
With amazing details and visual analytics, Pipeliner ensures that the sales reps are focused on the key aspects of their sales. It keeps them alert and at the same time,...

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