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The Better CRM - Built For Sales, Used By Sales!
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.
Typical customers
Platforms supported
Support options
Training options
Value for money
4.5
/5
214
Starting from
No pricing info
Value for money contenders
Functionality
4.5
/5
214
Total features
76
10 categories
Functionality contenders
Overall Rating
4.6
/5
214
Positive reviews
148
56
6
3
1
Overall rating contenders
Jessica S.
Professional Training & Coaching, 1-10 employees
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Pipeliner is the best visual CRM software that offers a defined process workflow for your sales team. We love the ease of use and intuitiveness. Pipeliner was clearly designed by a salesperson for sales teams. We love the process ease of use so much we are implementing it to manage other systems as well.
Quick & easy customization of fields and forms Email feed integration The new navigator is a fantastic snapshot and the timeline clearly shows whats ahead in the pipe
While I love it all I would like a few more functionalities such as; email templates for each sales steps along with calendar syncing. I'm sure Pipeliner has that in the works and am excited to check it out!
Arno F.
Primary/Secondary Education, self-employed
Used daily for 2+ years
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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...
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.
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.
Geoff F.
Electrical/Electronic Manufacturing, 201-500 employees
Used daily for 2+ years
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It is the CRM our company uses. Helps us manage leads, opportunities and pipeline.
Requires additional support just to allow system to provide valid data for number of leads inputted and date inputted.
Bonnie A.
Construction, 11-50 employees
Used daily for 2+ years
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Pipeliner has made complexity "simple". The total cost of ownership (TCO) is low because the admin portal is easily managed and customized by our team without expensive interaction with the provider. The User Interface is intuitive and visual. The drag and drop feature is fantastic.
Some of the features lack depth. Search results are not alphabetical order which is inefficient and frustrating. Our industry is document heavy and there is no folder management. Also, the system will not allow documents larger than 30MB. We are in the construction industry and not able to upload architectural plans. Bulk updates are designed around Primary Contacts and we have to manually re-link opportunities when a contact that was not Primary leaves their job. Sometimes that requires manually re-linking up to 500 opportunities.
Nana Kwame M.
Education Management, 201-500 employees
Used daily for less than 6 months
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I get exact and specific sales analytics and I can easily track the sales performance to make sure we are on the right path.
It was not hard to get my head around Pipeliner CRM. After a few hours of usage, you would think I was a pro. Navigation is also super easy.
I wish we could integrate more third party add-ons onto the CRM and this is a huge disadvantage for us.
Pipeliner CRM has the following pricing plans:
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
Q. Who are the typical users of Pipeliner CRM?
Q. What languages does Pipeliner CRM support?
Q. Does Pipeliner CRM support mobile devices?
Q. What other apps does Pipeliner CRM integrate with?
Pipeliner CRM integrates with the following applications:
Microsoft SharePoint, Wufoo, Freshservice, HubSpot Marketing Hub, Constant Contact, Microsoft Outlook, Adobe Commerce, Dropbox Business, ActiveCampaign, Salesforce Marketing Cloud, Zapier, Gmail, DocuSign, OneDrive, Google Workspace, Google Drive, Box, FreshBooks, Freshdesk, Twitter/X, Jotform, Google Contacts, Microsoft 365, Act-On, GoTo Webinar, Eventbrite, Meta for Business, Olark, Google Calendar, Mad Mimi, Yesware, Mailchimp, PandaDoc, Xero, HubSpot CRM, Intercom, Kloudless, Operations Hub, Zendesk Suite