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Pipeliner CRM
The Better CRM - Built For Sales, Used By Sales!
Value for money rating
4.5
/5
215
Price starts from
65
Per month
Per Feature
What users say
Price starts from
1
Pricing model
Free trial
Price starts from
29
Per month
Pricing model
Free trial
Price starts from
1500
Per year
Pricing model
Free trial
Price starts from
0.25
One-time payment
Pricing model
Free trial
Price starts from
399
One-time payment
Pricing model
Free trial
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.
Lynn B.
Management Consulting, 11-50 employees
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We have been using Pipeliner for a couple of months now and it is light years ahead of the competition. It is incredibly easy to use, all of our sales team has adopted it and I have a better understanding of our sales pipeline that ever before. As a company that is experiencing rapid growth Pipeliner is a critical part of our management infrastructure. Our sales ops guys have received outstanding...
Ease of use, visual interface, & widespread sales personnel adoption, great response times for any issue.
Some small administration issues. Nothing major and most of what we have given feedback on is already on the product roadmap for the next release.
Eric L. D.
Management Consulting,
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Pipeliner provides all the features every seller and sales manager needs and can use. The entire system is designed with the user in mind; from compelling graphics to ease of customization and access to multiple performance analytics.
Online and offline accessibility on multiple devices, Inviting and intuitive GUI, automatic synchronization local to cloud, ability to add images and documents, social media access, multiple dashboards and pipelines, content-rich tutorials and user guides - and super responsive customer support.
Myriad of options, pull downs and filters take some time to master.
Verified reviewer
Internet, 1-10 employees
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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 track your sales opportunities, make reports and forecasts. it is really user-friendly and the drag and drop function is really useful. Feeds module help the company to improve team collaboration and social media sync help your sale agents to know better consumer.
really helpful to track your opportunities and close more deals
maybe the price was a little bit hight but now they're doing better
Winston R.
Telecommunications, 1-10 employees
Used daily for 2+ years
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Having a 360 view of the customer and allowing us to engage with our customers in a more powerful way. We now have greater insights as to our customers preferences , buying patterns, etc which have allowed us to be more strategic and provide a more individualized offering to each customer.
I tried other CRM like MS Dynamics etc, and you need a full-time IT staff to install and manage, which as a small business, we cannot afford. Pipeliner is packed with features up and running in a few hours instead of days. The user interface is very visual and easily customizable with various views along with the drag and drop feature within the Opportunity Pipeliner. The software is constantly being updated wtih new and powerful features which has really added immense value to our business. We have recenly integrated Pipeliner iwth our Accounting software and it has been great. Additionally their support staff are very quick to respond and resolve any issues that may arise. Overall Pipeliner is very easy to use but packs a whole lot of powerful features
Very happy so far with Pipeliner CRM so nothing to write here.
JEREMIAH I.
Information Technology and Services, 1-10 employees
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Product design and modification, Product pricing, Promotion mix, Selection of channels of distribution, Maintaining dealer relationships.
Data entry can be automated, Allows for easier collaboration and potential to add revenue
Burdensome data entry, can be costly and Focused on the wrong person
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.
Paul K.
Used daily for 2+ years
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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...
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...
Kannan K.
Information Technology and Services, 1-10 employees
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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.
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...
Nothing whatsoever. I have no complaints at all.
Charles N.
Mining & Metals, 11-50 employees
Used daily for less than 6 months
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Pipeliner CRM is a software that I have used for my business over a period of time, and I can testify that it is quite easy and cheaper to use than other softwares for CRM. The quality and durability is immeasurable and very refined. It can track and save lead information that can help you generate sales.
I like almost everything about CRM Pipeliner, but I love it mostly because it's easy to use, and its quality is unquantifiable. So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.
What I like least about the Pipeliner CRM is the clip tool that enables user to save lead generated from the internet websites.
Isaac I.
Information Technology and Services, 201-500 employees
Used daily for 1-2 years
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I have used Pipeliner CRM and I can tell you that its worth the value of your money!
It has top notch Graphic User Interface with Seamless ability to Integrate with other applications. Its also easy to navigate.
Its only a CRM tool.I wish the producers can make other competing softwares aside the CRM Key features it has.
Ian J L.
1-10 employees
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Over my 20+ year career in sales I've experienced a wide selection of CRM's. Some have been better to use than others but I can't say that any one of them has been a huge help to me either as a sales professional on the front line or as a sales leader looking for insights. Typically they've been overly complex and cumbersome. Something you tolerate rather than enjoy or get any value from. That's all changed with Pipeliner CRM. I love it. These guys truly understand what sales is all about and they've built something that helps rather than hinders. Finally a CRM that delivers results.
Although its not a specific feature a major 'Wow' factor is the visualisation philosophy behind the whole platform. You can see everything you need to see on one screen. Everything just looks fantastic. The main pipeline view shows you exactly where all of your opportunities are instantly and I love that you can drag and drop opportunities from one stage to the next. You can also see where you are...
That it's taken so long for CRM to get this good!
Haba L.
Newspapers, 1-10 employees
Used weekly for less than 6 months
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This app was very easy to setup and start using it. Nice UX and intuitive design.
For the price it would be nice for some extra features and functions.
Thank you for taking the time to provide a review of Pipeliner CRM. Pipeliner was designed to be intuitive with an interface that people enjoy using, so I am glad to see that is your own experience. As for features and functions, Pipeliner does come in 4 different versions so you can pick the version that provides the features that you value most. In addition, many features are available as a la carte options. Also know that many of the great features you see in Pipeliner are the result of suggestions from our clients, so don't be shy. Let us know what additional features you are most interested in. Regards, Don Araldi EVP, Sales
Tayden H.
Used daily for 2+ years
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I love the mobile app and computer interface. I like the automatic call log feature it makes it easy to keep and track info in an even more efficient manner.
Price. Although they are still in line with all the other competitive products. I t still seem expensive. especially if you have multiple users it really starts to add up quickly
Nikki S.
1-10 employees
Used weekly for 6-12 months
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Excellent software, pricing is fair to just a bit higher but you get what you pay for in this case. I would highly recommend this product for sales professionals looking to build a client success platform that is customized and not so robotic looking.
This is a very visual software which shows you exactly what you need to know. There aren't a ton of spreadsheets, but there are visuals such as pictures that show you how you get from stage to stage in your process. This is an extremely intuitive and understandable software. It easily integrates with MS Outlook and many other social networks. Customer support is awesome and able to help right away with the few minor issues I have had.
Not many things to complain about. I wish there was a way to import contacts rather than manually entering them.
Riccardo F.
Construction, 501-1,000 employees
Used daily for 1-2 years
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Integrates with Outlook Easy to customize and great reporting Cloud-based and easy to install Fairly low cost
Subscription service only Does not integrate well with ERP software Technical support is not very helpful
Owen A.
Computer Software,
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Pipeliner has evidently been designed by Sales people who thoroughly understand sales process, sales people and what the business needs to see and understand in order to operate effectively. It is a rare thing to find software you can "grow into" and that can actually help you as you mature your sales model. It is intuitive, flexible and excellent value for money.
There's not a lot to dislike. It's a relatively new platform so there are the occasional bug or glitch but they are hugely responsive and the development roadmap seems to move at a pace with the market demand.
Kelvin K.
1-10 employees
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We tried quite a few CRM apps before selecting Pipeliner including Salesforce. The bottom-line is that Pipeliner is the best combination of functionality, usability and value available in the market. We were looking for an app that could handle three key major feature categories account/relationship modeling, visual pipeline display and marketing application integration. It seems like a simple set of requirements, but we found it amazingly hard to get all of these things working well in most packages. When you add cost into the picture the competition narrowed very quickly.
Flexibility in modeling the account and contact relationships. Ability to setup bi-directional interfaces with marketing automation apps. Ability to visually display and manage sales process through the pipeline view.
3rd party add-on required for bi-directional integrations, but with that said the add-on offers significantly more functionality while still having a lower cost than the next best alternative.
Lori G.
Computer Software,
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Pipeliner is our primary CRM for our sales and client success team. We moved from Salesforce.com to Pipeliner as a cost savings as well as looking for a tool that had a more progressive feature set. Of specific interest to us was the visual user interface of the opportunity pipeline and the social media integrations. LinkedIN and other social integrations, the pipeline opportunity view, ability to build custom reports using any filter setting. The Pipeliner team from the CEO, to support, to marketing has been fantastic to deal with. They care about the success of their customers.
Our integration from Salesforce.com was a little challenging and we experienced some slow speeds, but much of that was due to the large number of records we were bringing in. In addition, we did not hire Pipeliner support to help us. We did it on our own. Those issues have all been resolved.
Opeyemi A.
Oil & Energy, 11-50 employees
Used daily for less than 6 months
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Amazing sales management CRM solution with great value for money and high ROI.
It is user - friendly with simplified applications
Its dependency on internet connection could be a limitation to its global reach - especially the remote areas.
Mekonnen T.
Marketing and Advertising, 1-10 employees
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still am in trial stage
with support of Artificial Intelligence pre indication and deep analysis is the core function of this CRM
so far it is already equivalent with other CRM when we see the price
James Steve N.
Banking, 1-10 employees
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At first, i had difficulties in monitoring my team from distance and also the follow up of clients was a little bit difficult. But due to Pipeliner CRM, everything was made simple since the software helped to bring my team and I as one always and at any time i can monitor them and also reminds me of the rendey-vous with clients.
New and wonderful software made simple to use and that reduces cost in business. You better give a try by taking a free trial if you have never done before.
No cons discovered yet. Everything for the moment is understandable and works smoothly.
Dorcas M.
Nonprofit Organization Management, 201-500 employees
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What I like most about pipeliner is that it has the most advanced CRM with the most advanced mobile app with in-built AI that can display KPIs, scan business cards and that is always up to date with the latest sales information on the go
Can't complain about the software. But somehow expensive
Geofrey M.
Electrical/Electronic Manufacturing, 1-10 employees
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Building loyalty through improved customer relationship,Reduced administrative time,Fewer error and Lower costs.
What ilike ost about this software is its features and functionality
Price of this Software is a bit lower compared to its importance
Deric S.
Real Estate, 11-50 employees
Used weekly for less than 6 months
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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.
No pros were added to this review
No cons were added to this review