Pipeliner CRM Pricing, Features, Reviews & Comparison of Alternatives

Pipeliner CRM Reviews

Pipeliner CRM

Pipeliner - The World's Most Visual CRM

4.74/5 (68 reviews)
29,842     7,726

Pipeliner CRM is Instant Intelligence, Visualized. Your first login screen is Pipeliner’s powerful Navigator Dashboard ( Sales Dashboard) with 5 integrated components: Target Overview, Activity Stream, Notifications, Suggestions and Business Overview. Navigator your sales dashboard is where opportunities, activities and tasks are prioritized and instantly seen visually. User can drill down to other needed detail and functionality.
Pipeliner’s Pipeline View is the graphical display of your company’s sales pipeline--instantly customizable to your company’s sales process. Within the pipeline view, each opportunity can be seen, in the step at which it falls within the sales process. With 1 click, you can drill down on any opportunity for details, and opportunities can be dragged and dropped from one stage to the next.
Each view within Pipeliner is arranged to instantly impart data visually and intuitively. For example, the Account view shows all important data about an account, including contacts, communication, interrelationships between contacts, and more. You also see tasks and activities related to that account--including needs to be done next, and in what priority.
CRM data can be viewed from a multitude of different ways in Pipeliner. These include Filter Views, Pipeline View, Bubble Chart View, Compact View, Card View and List View.
Reporting and forecasting within Pipeliner are as powerful and visual as the rest of the application--and require no admin privs or training. Choose from 1-click reporting from any view within Pipeliner, from a broad selection of management reports, to real-time KPI graphical reports and much more.
Pipeliner CRM is constantly improving with every release, to continually bring greater empowerment to salespeople and sales management.

Pipeliner CRM Reviews (68)

Most positive review

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

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 ...

Read the full review
Reviewed 12th of November, 2015 by Kannan Kasi [kannan@gyanagni.com]

Most critical review

 I RECOMMEND PIPELINER

maybe the price was a little bit hight but now they're doing better. The relationship between contacts, accounts, related accounts is fantastic and with Pipeliner I can see everything in one place. It is not overwhelming and complex from the start as many other tools are and it is simple to ...

Read the full review
Reviewed 26th of May, 2016 by Cloud Solutions Business Developer ☁ Zoho ☁ Freshdesk ☁ Pipeliner ☁ Google Apps ☁

Read all reviews

Pipeliner CRM Pricing

Starting from: $8.00/month

Pricing model: Freemium, Subscription

Free Trial: Available (No Credit Card required)

Pipeliner now offers 4 versions of its top-rated CRM, at 4 different price points, to meet the needs of businesses of all sizes.

Free Version-- Basic sales management and tracking for a single user
Free

Personal Plus-- All the functionality of Personnel with added flexibility and space for a single user
$8 per user/month, billed annually

Starter--Basic sales management, tracking and collaboration
$25 per user/month, billed annually

Business (Most Popular)--Full CRM functionality, advanced reporting, customization and unique productivity features
$55 per user/month, billed annually

✔ All Features INCLUDED!
✔ Pipeliner App for iPhone, iPad or Android Smartphones
✔ Pipeliner Add-In for MS Outlook 2010 & 2013 for Windows
✔ Full Google Apps integration, including Gmail, Drive, Contacts, Tasks and Calendar.
✔ Unlimited Custom Fields
✔ 100% Offline & Sync Capabilities

View Pricing Plans

Key Features of Pipeliner CRM

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

Pipeliner CRM Screenshots (13)

Pipeliner CRM screenshot: Accounts viewPipeliner CRM screenshot: Auto calculated fields Pipeliner CRM screenshot: Bubble Chart viewPipeliner CRM screenshot: Built In Help Pipeliner CRM screenshot: Buying CenterPipeliner CRM screenshot: Sync features Pipeliner CRM screenshot: Insights and detail viewPipeliner CRM screenshot: Management reports forecastPipeliner CRM screenshot: Navigator ( Sales dashboard) with target overviewPipeliner CRM screenshot: Org chartPipeliner CRM screenshot: Reminder Pipeliner CRM screenshot: Sales Space Pipeliner CRM screenshot: Task Management view

Specifications

Intended Users
Freelancers, Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, iPad, Mac, Windows, Web-based
Supported Countries
Canada, Europe, United Kingdom, United States
Supported Languages
English, French, German, Portuguese, Spanish
Support Options
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials

Alternatives to Pipeliner CRM

Benefits

☆ Totally Visual Throughout ☆
From the powerful Navigator Dashboard at the front of the application, through the Pipeline View, and through every other aspect of Pipeliner including tasks and activities, it’s all visual. Track, drag and drop and immediately see what needs to be done next.

☆ Instant Intelligence for Sales Professionals ☆
Pipeliner CRM software is designed to keep you focus on productivity and effectiveness on what matter most. Navigator (Sales Dashboard) provides one-click reports, comprehensive charts features, drag-and-drop Sales Pipeline, visual Task Board, Org charts and Buying Center, and much more.

☆ Powerful Reporting and Forecasting ☆
A CRM is only as good as the data you can get out of it. For that reason Pipeliner is not only designed visually and intuitively for the purposes of entering data, but also for reporting from that data. 1-click reporting is available from virtually any view within Pipeliner. Powerful management reports can be created and customized, and pivot table functionality can be applied as well. Real- time visual KPI reports are 1 click away--and there is much more.

☆ Online or Offline Full CRM ☆
Salespeople need to be able to access and utilize CRM no matter where they are--with or without WiFi or internet access. For that reason Pipeliner has always been designed with full CRM access, online or offline. The app automatically syncs with the cloud when internet access is once again available.

Who is Pipeliner CRM For?



Pipeliner CRM serves sales professionals from spaces such as health care, advertising, investment banking, legal, manufacturing, pharmaceuticals, biotechnology, private equity and venture capital, real estate and mortgage, information technology, transportation, telecommunications, entertainment and leisure, financial services, consulting, and energy, among others.

Job titles include the Sales Manager, Sales Director, VP of Sales, Account Executive, Sales Representative and Business Development Manager. Two of Pipeliner CRM’s prominent customers are Cognisco and Juniper Systems.

Read the full GetApp Analysis

Videos

Pipeliner CRM Category Leaders

Reviews
Integrations
Mobile
Media
Security

#9 in CRM

View full ranking
68
12
16
13
16
11

#9 in Sales Management

View full ranking
64
12
16
13
12
11

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Security and privacy

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

No
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn
Ari Laskin

Great intro product for CRM

16/02/2017

This is my first CRM suite that I have used for my consultancy. It is easy to use and fairly intuitive. I would recommend it to anyone looking for a simple CRM.

Pros

GUI interface, intuitive, does what I need it to do

Cons

Not very powerful, sub-par integrations

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10

Recommendations to others considering Pipeliner CRM

I would suggest you look into this product and pair it with a media monitoring suite to maximize lead potential

Source: Software Advice
Helpful?   Yes   No
Read more
Eric Scott

Great Organizer

14/02/2017

I like the way Pipeliner keeps activities sorted, recorded, and displayed. It makes my tasks better organized so things don't get forgotten.

Pros

Task tracking

Cons

Minimal information on the task icons.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
JOHN PALAHNUK

The people at Pipeliner are the greatest.

23/01/2017

We signed up with Pipeliner and have never looked back. This product is really easy to use and has all the features we need to keep our sales and application engineers connected. I can't say enough about Pipeliner, but I can say its beats our old "well established" CRM hands down.

Pros

Easy to set up and use.

Cons

Syncing is sometimes and issue, but it doesn't happen often and a quick Pipeliner restart takes care of it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Pipeliner CRM

Use its ability to link with MSWord and create quotations from Pipeliner. This is a great feature we use every day.

Source: Software Advice
Helpful?   Yes   No
Read more
Robert Newbrey

Great!

19/01/2017

After use of a previous product that was very difficult to use, this is a breath of fresh air.

Pros

Intuitive, fast, integrates with outlook, much more.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Pipeliner CRM

Give it a try.

Source: Software Advice
Helpful?   Yes   No
Read more
Deric Shonuga

Easy to use, but not user-friendly

17/11/2016

Out the box it wasn't easy to get our data up and running. The price point is approachable, however, it would be more beneficial to pay for a more comprehensive package.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

4/10
Source: Software Advice
Helpful?   Yes   No
Read more
Andy Green

CRM Designed for Salespeople

14/10/2016

I was evaluating CRM products for a client who needed a full featured that could be easily accessed by all constituencies within their organization. This entailed a search for a product with a sales-centric interface and workflow; one that would be the least time consuming for anyone to input new data or to search for information one an existing prospect or customer. Once I started the 30 day trial of Pipeliner, I was pleasantly surprised at how easy it was to use and how good they were on timely customer support. My client is a small organization, fewer than 100 employees;so I wasn't looking at this product to be used by 1,000's of people. It more than met my expectations and my client's requirements. It is easily and fully customizable to fit the needs and process of each customer. The final analysis is that this is a tool that enables the customer to create the CRM experience and processes that best fits their unique business needs.

Pros

1) Customizable 2) Intuitive from a sales perspective 3) Easy to use and saves time 4) Easy enough for even the executives and technical staff can input their interactions with clients and prospects.

Cons

1) My client prefers month-by-month billing, not annual plans 2) Lack of integration with HubSpot

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Pipeliner CRM

Use their support during your trial period! They are really good at dropping suggestions in automated email messages; but you should be proactive and follow up with whomever acts as your lead interface.

Source: Software Advice
Helpful?   Yes   No
Read more
Jimmy Park

Not so good

14/09/2016

Pros

I did not like the integration between imap and Pipeline

Cons

Although I told them I did not like the product, they kept calling every single day.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

3/10

Recommendations to others considering Pipeliner CRM

Listening to customers more. The product did not work out and they kept calling everyday.

Source: Software Advice
Helpful?   Yes   No
Read more
Andres Calles Weill

Most intuitive CRM in the market

01/08/2016

Pros

The design of the user interface is very clean and intuitive. The fact that your sales pipeline is very visual, helps you get a better understanding of the opportunities that sit within it. The platform is extremely easy to configure as well.

Cons

At the moment, we haven’t run into any major hiccups. If I could recommend anything to Pipeliner, I would say they need to update their mobile app so that it reflects all of the great visual features in the desktop version.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Likelihood to recommend

10/10

Recommendations to others considering Pipeliner CRM

We purchased and implemented Pipeliner CRM back in July and I was surprised to see our entire sales team dive deep into the platform without even taking a training session. The platform is so intuitive and visual, that I had a Spanish-speaking team member creating leads, adding accounts, contacts and opportunities as soon as she gained access to our space. We now have a better understanding of all the potential business that’s out there and what part of the sales cycle each open opportunity is in. As the product champion and admin, I haven’t run into any adoption issues either.

Source: Software Advice
Helpful?   Yes   No
Read more
Andrés Calles Weill

Verified Reviewer

Most intuitive CRM in the market

01/08/2016

We purchased and implemented Pipeliner CRM back in July and I was surprised to see our entire sales team dive deep into the platform without even taking a training session. The platform is so intuitive and visual, that I had a Spanish-speaking team member creating leads, adding accounts, contacts and opportunities as soon as she gained access to our space. We now have a better understanding of all the potential business that’s out there and what part of the sales cycle each open opportunity is in. As the product champion and admin, I haven’t run into any adoption issues either.

Pros

The design of the user interface is very clean and intuitive. The fact that your sales pipeline is very visual, helps you get a better understanding of the opportunities that sit within it. The platform is extremely easy to configure as well.

Cons

At the moment, we haven’t run into any major hiccups. If I could recommend anything to Pipeliner, I would say they need to update their mobile app so that it reflects all of the great visual features in the desktop version.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Martin Lamberti

Verified Reviewer

Pipeliner works because it is easily customisable and simple to use for people at all levels of an organisation

05/07/2016

In the work we do, CRM fulfils a massive role in automating processes, which in turn delivers the sales strategy for business. Pipeliner fits this role perfectly, because it is so easy to customise. It can quickly and easily be set up to mirror and automate your sales processes. No admin, no team of propeller heads. Just simple, smart design to deliver outstanding capabilities. This makes it the perfect tool for any business. We recommend Pipeliner to all our clients.

Pros

Highly customisable. Can be set up to automate your processes easily Everything is visual, making it easy and fun to use for sales people at all levels Easy to input information Easy to extract relevant information Automation of tasks and workflows

Cons

Lots of software updates means sales downtime

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Pipeliner CRM

The most important thing is whether or not your CRM can mirror your sales process. If it can't, it's not for you, and if it can, you should be able to set it up yourself.

Source: GetApp
Helpful?   Yes   No
Read more

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.

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.

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.

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.

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.

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.

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.

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, Constant Contact, Vertical Response and Mad Mimi, and other tools like QuickBooks, Freshdesk 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.

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.

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

Frequently used together