Pipeliner CRM Software


 

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.

 

Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

29 Reviews of Pipeliner CRM

Showing 1-20 of 29

 

from McLabs
Specialty: Other
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Not so good

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Likes Best

I did not like the integration between imap and Pipeline

Likes Least

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

Recommendations

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

 

from Kuantico
Specialty: Consulting
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Most intuitive CRM in the market

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Likes Best

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.

Likes Least

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.

Recommendations

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.

 

from Rapid Sales Growth
Specialty: Consulting
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Pipeliner works because it is easily customisable and simple to use fo

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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.

Likes Least

Because there are lots of upgrades, there is often sales downtime, where you need to wait for the latest version to download.

Recommendations

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.

 

from crmpartners
Specialty: Consulting
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

I RECOMMENDED PIPELINER

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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.
I would recommend this product to anyone.

Likes Least

price was a little bit too high for italian market but now they are changing it and they're doing better.

Recommendations

it is really helpfull to track your opportunities and close more deals

 

from OnTrak Consulting
Specialty: Consulting
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Great tool for managing a sales pipeline!

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It's real easy to see an individual pipeline, a team's pipeline and the whole company's pipeline.

Likes Least

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.

Recommendations

Make sure you have a sales methodology/process in place before you implement any software tool.

 

from Hunt Big Sales
Specialty: Consulting
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

The best visual processes CRM on the market!!

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Likes Best

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.

Likes Least

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!

Recommendations

Take the time to chat with customer service and read the materials they suggest to customize the program to fit your business and process.

 

from KPMG
Specialty: Accounting
Number of employees: More than 1,001 employees Employees number: More than 1,001 employees

New Pipeliner user

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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.

Likes Least

I haven't found anything yet that I don't like which I consider to be a really good thing.

Recommendations

Go for it - its a fab tool! Have a look at Navigator and understand the velocity options

 

from tic top sales
Specialty: Consulting
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Best CRM for success. On the screen all data you require to focus

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Very easy to manage your opportunities. You have access to all the info you require to achieve your sales objectives

Likes Least

It wold be better the interface in a browser, it is easier to copy and paste date when you fill a form.

Recommendations

If you focus on your opportunities to close them, it is the better. It is for selling!!!

 

from CustDriven Solutions LLC
Specialty: Consulting
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Pipeliner CRM: What Your Sales Reps and Sales Managers Really Want

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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.

Likes Least

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.

Recommendations

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.

 

from E6 Solutions
Specialty: Software / IT
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Pipeliner CRM Navigator – Where a salesperson starts their day.

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Likes Best

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.

Likes Least

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.

Recommendations

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.

 

from BeSelling Associates
Specialty: Consulting
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

If you will like the process of selling then you'll love pipeliner.

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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…

Likes Least

This product is constantly being improved. This may make some people uncomfortable as a new features aren't being added every couple of weeks.

Recommendations

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.

 

from Aramat & Associates, Inc.
Specialty: Consulting
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Great Investment

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Likes Best

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.

Likes Least

Requires training to get set up and use to its full potential to get the most benefit.

Recommendations

Get the necessary training to get the tool set up and fully customized to your organizations needs.

 

from Eurocaution Benelux SA
Specialty: Insurance
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Best CRM for companies offering services to B4BTOC

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Likes Best

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

Likes Least

No integrated email solution. We need to use all the time outlook, and we cannot import files from pipeliner.

Recommendations

Integrate a VirtualPbx, Call recorings, and mail solution.

 

from STRATA Consulotres
Specialty: Consulting
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Better sales administration

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Likes Best

designed for sales peaple, visual design, very flexible, multiple process alternatives

Likes Least

No app for the last version yet, we expet to have in 2 to 3 weeks

Recommendations

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

 

from eccoh
Specialty: Consulting
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

At last a CRM that actually helps you to sell.

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Likes Best

I've used many different CRM's throughout my 20+ years in sales and Pipeliner comes out on top. I love how Pipeliner put everything you need right in from of you, no having to click around multiple screens or complicated navigation. Plus everything looks so great. You don't see a dull spreadsheet style layout of data, you see the logo's of your clients, you see the faces of your contacts and you see all of your opportunities laid out neatly in the relevant stage of the sales process. Everything you nee to make the right decisions quickly is right there, with even more insight no more than a click or two away.

For us Pipeliner has transformed CRM from being passive and dull to being an active and engaging experience. I particularly love how you can easily mould Pipeliner around the way you work rather than being forced to change the way you work to comply with the way the CRM is designed. You really do get the sense the Pipeline team know what sales and selling is all about and they've worked hard to build a platform that keeps you focused and moving forward.

It's already a great tool we love to use and with every new release introducing amazing new features it's set to get better and better. Thank you Pipeliner.

Likes Least

The mobile app is in need of an update so I'm looking forward to the new version coming out later this month. Having a telephone support number would be nice to have.

Recommendations

If you've been labouring with a more traditional CRM do yourself a favour and give Pipeliner a try, you and your sales people will be glad you did.

 

from Kahler Coach & Training Brasil
Specialty: Education
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

PipeLiner CRM - Amazing solution

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Fantastic solution to have a clear view at any moment of the sales situation of your team. No need to ask your team to "prepare report", you can have any report you need, at 1 click. Meeting are now focused on action, not on "reporting". In future companies without CRM will not exist.
It is a real tool which any company need. Sales person love it. Even a 1 person company will improve productivity with PipeLiner.
And it works offline! very good when you are on the road or internet is down: you still can work and everything is sync when you are on line again.

Likes Least

I really have no complains. The tool is very easy to use and powerfull.

Recommendations

Compare with PipeLiner CRM. Check the visual and if it works off line. PipeLIner CRM is really outstanding.

 

from Brainworker AS
Specialty: Consulting
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Very good CRM

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Likes Best

Its ease of use, its visuality, its graphics and its suggestion for next move to close opportunity. It is very unlike most other traditional CRM I have tried - which is many. It brings a new way of thinking into sales and CRM.

Likes Least

It should integrate with iCal and not only Google Calender. It should also have possibilty for mail templates with my own predfined texts for easy standard response mails - and also more possibilites for mass mailing.

Recommendations

Make sure you understand the philosophy behind Pipeliner CRM before you test it out. This is NOT a traditional CRM but brings in a totally new way to work - and that is exactly what sales reps needs nowadays.

 

from Abitee
Specialty: Media
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Pipeliner is our ultimate crm app

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super easy to use
can handle complex and multiple sales funnels
integrates with our web site and common apps like outlook
very good support

Likes Least

on our macs it does not integrate with outlook
the mobile app is rather limited

Recommendations

try it and you'll love it.
they have quick-start guides to get you going as well

 

from VisioneersPartner
Specialty: Consulting
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

The perfect tool for my field of business

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The software is extremely easy to set up, manage and learn. Also the Philosophy of the entire company speaks to me very well. At the same time their service is responsive and fast!

Likes Least

The Software and company is not big enough yet. They still have to make certain things possible to be able to be a perfect system for everyone. Especially their Mobile app is lagging behind at the moment.

Recommendations

This software is best for Personal Sales. Transactional Sales or Fast paced sales are quite hard to track with it. If you are selling consulting projects or long-term projects, this is definitely the best solution for you. Be aware that this company is fast with their development! They will bring out big new updates every couple of months, which means you have to stay up to date with what is happening.

 

from Whole Harvest Foods
Specialty: Food / Beverage
Number of employees: 21 to 50 employees Employees number: 21 to 50 employees

Whole Harvest Foods

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Likes Best

It's visual appeal and ease of use. The product is designed with Sales in mind, not management or accounting. It breaks the sales cycle down into the steps of the pipeline and allows management to watch the effectiveness of their sales team in each stage.

Likes Least

Wouldn't mind seeing the mobile version enhanced. The ability to see more data and adjust more from a tablet would be helpful. The phone app could stay as simple as needed, but would like to see more flexibility on the tablet version.

Recommendations

Do the 30 day trial. Best way to get a feel for it in real life scenarios

 
 
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