Pipeliner CRM is an end-to-end customer management system that provides better visibility and transparency into the entire sales process. It is a web-based system that is both Mac and Windows compatible, as well as offering an app for iPhones, iPads, and Android devices. A fit for almost any industry, Pipeliner offers standalone Sales Automation, and Social CRM capabilities within its suite.
Pipeliner’s dashboard shows everything a business needs to improve their sales process, including lead generation and tracking, as well as contact management. It works to improve communication between customers and salespeople by providing a holistic view into their prospects’ and current clients’ preferences, comments, and more.
The solution aims to be user-friendly, minimize repetitive and time-consuming data entry, and provide insight into a buyer-focused sales approach. Since Pipeliner CRM is based in the cloud, users can access it from anywhere, at any time, even without online access. It is fully capable offline from both the mobile app and the desktop.
Ari from Global Strategic Consulting, Inc.
Employees number: 1 employee
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.
GUI interface, intuitive, does what I need it to do
Not very powerful, sub-par integrations
I would suggest you look into this product and pair it with a media monitoring suite to maximize lead potential
Eric from Cicoil LLC
Employees number: 51-200 employees
I like the way Pipeliner keeps activities sorted, recorded, and displayed. It makes my tasks better organized so things don't get forgotten.
Minimal information on the task icons.
JOHN from CICOIL
Employees number: 51-200 employees
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.
Easy to set up and use.
Syncing is sometimes and issue, but it doesn't happen often and a quick Pipeliner restart takes care of it.
Use its ability to link with MSWord and create quotations from Pipeliner. This is a great feature we use every day.
Robert from CICOIL
Employees number: 51-200 employees
After use of a previous product that was very difficult to use, this is a breath of fresh air.
Give it a try.
Deric from CCRE
Specialty: Real Estate
Employees number: 11-50 employees
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.
Andy from Needham-Green & Associates
Employees number: 2-10 employees
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.
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.
1) My client prefers month-by-month billing, not annual plans
2) Lack of integration with HubSpot
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.
Jimmy from McLabs
I did not like the integration between imap and Pipeline
Although I told them I did not like the product, they kept calling every single day.
Listening to customers more. The product did not work out and they kept calling everyday.
Andres from Kuantico
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.
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.
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.
Martin from Rapid Sales Growth
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.
Because there are lots of upgrades, there is often sales downtime, where you need to wait for the latest version to download.
Consider the sales process for your business, and then try to emulate it in Pipeliner. This will tell you if it is for you or not.
Claudia from crmpartners
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.
I would recommend this product to anyone.
price was a little bit too high for italian market but now they are changing it and they're doing better.
it is really helpfull to track your opportunities and close more deals
Vic from OnTrak Consulting
It's real easy to see an individual pipeline, a team's pipeline and the whole company's pipeline.
There really is nothing not to like about the product. It would be nice if it had more pre-defined integration's with other products, but that will come over time.
Make sure you have a sales methodology/process in place before you implement any software tool.
Jessica from Hunt Big Sales
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.
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!
Take the time to chat with customer service and read the materials they suggest to customize the program to fit your business and process.
Claire from KPMG
The pipeline software is excellent. I love the easy way to move leads to qualifying opportunities and then to move around within the Pipeline itself. I love the way the screen looks and the impact it has during meetings - especially using Navigator. I also love the easy way to filter management reports. It has changed the way we record our opportunities and changed the way we prioritise our leads and followup.
I haven't found anything yet that I don't like which I consider to be a really good thing.
Go for it - its a fab tool! Have a look at Navigator and understand the velocity options
Salvador from tic top sales
Very easy to manage your opportunities. You have access to all the info you require to achieve your sales objectives
It wold be better the interface in a browser, it is easier to copy and paste date when you fill a form.
If you focus on your opportunities to close them, it is the better. It is for selling!!!
Craig from CustDriven Solutions LLC
Simple yet flexible and powerful. Keeps everyone focused on one thing: moving deals through the sales pipeline according to the sales plan. Powerful forecasting, reporting, and data visualization tools make Pipeliner as much of a sales BI tool as it is a sales-focused CRM tool.
It would great if it offered native email marketing features, but Pipeliner does integrate with multiple email marketing, marketing automation and hundreds of other popular products using pre-packaged connectors and services like Zappier. Plus, a full featured API is available if a pre-packaged integration is not available or does not offer all of the functionality needed. So Pipeliner essentially "plugs into" whatever technology you are already using which allows you to give sales reps and sales managers the best tool for generating revenue and growing sales.
Sign up to attend a webinar or request a live demo first. The trial system is an empty system that will allow you to use your own data and set up your own Pipeliner system that you can turn into a live, production system. The fastest way to evaluate the real power and capabilities of Pipeliner is to view a webinar or a demo of a Pipeliner system that already has a lot of data in it. Plus, viewing a demo or a webinar will give you a jump start on how to use Pipeliner when you do sign up for a trial.
Max from E6 Solutions
Specialty: Software / IT
The new Navigator feature is by far one of the best new features added to Pipeliner. This is their dashboard where you can see where you stand against your goal, who you need to call or email, what accounts have not been contacted in a while etc. This helps take the guess work out of who should I call today and why.
Mobile app is a bit limited right now. However, the new app should be out in 2-4 weeks which will add a new look and a bunch of new features.
Pipeliner is an amazing visual CRM system that marries ease of use with a powerful sales tool. I love that you are able to visually get a pulse of what your sales pipeline looks like. What’s even better now is the addition of Navigator. Navigator is a salesperson’s launching pad where they get a pulse of what activities need to be completed, where they stand against their quota goal, what accounts they should be contacting etc. This makes Pipeliner an integral part to a salesperson success.
John from BeSelling Associates
Billed as the world's most visual CRM, pipeliner is a sales system designed by salespeople - for sales people focused on achieving sales.
The system works, work the system.
I invested over three days last year downloading CRM demos, getting CRM demo logins, and being evermore frustrated by what I found.
Most of the CRM is logged that were immediately dismissed as to fiddly and bitty.
Have you ever tried to use a database created by someone who has never sold anything? Exactly.
I wish I found pipeliner first. I could have made some sales with the extra 2 3/4 days…
This product is constantly being improved. This may make some people uncomfortable as a new features aren't being added every couple of weeks.
Find something that fits your selling style. Pipeliner has a very visual way of presenting your information and can easily be configured to match your selling style.
Tamara from Aramat & Associates, Inc.
Great use for pipeline development. I use this as a Government Contractor to identify and win new business and keep track of potential customers. There are so many beneficial features to speak of, you have to try it to understand. Its easy to use once you get the hang of it. Can be accessed on or offline. Dashboards can be modified to tailor use to fit the business development or sales structure of the organization.
Requires training to get set up and use to its full potential to get the most benefit.
Get the necessary training to get the tool set up and fully customized to your organizations needs.
Alessandro from Eurocaution Benelux SA
Best Visual Sales pipeline and easy customisation.
We used the CRM now since more than 1 year and we accelerate our sales up to 40% from our older solution
No integrated email solution. We need to use all the time outlook, and we cannot import files from pipeliner.
Integrate a VirtualPbx, Call recorings, and mail solution.
Rafael from STRATA Consulotres
designed for sales peaple, visual design, very flexible, multiple process alternatives
No app for the last version yet, we expet to have in 2 to 3 weeks
This is a great Sales Force automation tool. Its primary funcion is HELP to sales people whit his basic activities and say in focus.
For a managment, the forecast manage funtion is very helppfull
for the company: the sales objetive is a motive tool