Pipeliner CRM 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Pipeliner CRM

4.6

(215)

Pricing

Starting at $65.00 per month

About Pipeliner CRM

Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting.  

This CRM provides both salespeople and sales management with many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights.  

Plus, thanks to its automation engine and integration with other systems (such as Support, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems utilize.  

The Pipeliner CRM experience is different from traditional CRM which is why it drives high adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Fast onboarding allows users to learn and administer the system, resulting in little to no business interruption when deploying.

Pipeliner CRM Screenshots

Pipeliner CRM Pricing and Plans

Starting price: $65.00 per month

Free Trial

Free Version

Basic

$65.00

per feature, per month

No plan information available

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Pipeliner CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Pipeliner CRM
Access Controls/Permissions
Activity Dashboard
Activity/News Feed
Activity Tracking
Alerts/Notifications
API
Appointment Scheduling
Assignment Management
Audit Management
Autoresponders
Batch Processing
Budgeting/Forecasting
Business Card/Badge Scanning
Business Process Control
Calendar/Reminder System
Calendar Sync
Call Logging
Campaign Analytics
Campaign Management
Campaign Segmentation
Channel Management
Chat/Messaging
Client Management
Collaboration Tools
Commenting/Notes
Commission Management
Competitive Analysis
Contact Database
Contact Management
Contract/License Management
Conversion Tracking
Correlation Analysis
CRM
CRM Integration
Customer Database
Customer Segmentation
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Visualization
Deal Management
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Dynamic Modeling
Electronic Signature
Email Marketing
Email Sequences
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Exception Reporting
Field Sales Management
File Sharing
Forecasting
For Insurance Industry
For iPad Devices
Forms Management
For Sales Teams/Organizations
For Small Businesses
For Startups
Gamification
Goal Setting/Tracking
Graphical Data Presentation
Insurance Management
Interaction Tracking
Internal Chat Integration
Kanban Board
Landing Pages/Web Forms
Lead Assignment
Lead Capture
Lead Distribution
Leaderboards
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Scoring
Lead Segmentation
Lead Verification/Validation
List Management
Live Chat
Marketing Automation
Mobile Access
Mobile App
Modeling & Simulation
Monitoring
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Performance Metrics
Pipeline Management
Pipeline Reports
Predictive Analytics
Prioritization
Process/Workflow Automation
Product Catalog
Proposal Generation
Prospecting Tools
Real-Time Analytics
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Revenue Management
Role-Based Permissions
Sales Activity Management
Sales Forecasting
Sales Reports
Sales Trend Analysis
Search/Filter
Shared Contacts
Single Sign On
Social Media Integration
Softphone
Source Tracking
Statistical Analysis
Tagging
Task Scheduling
Template Management
Third-Party Integrations
Transfers/Routing
Visual Analytics
Web-based Deployment
Web Forms
"What If" Scenarios

Pipeliner CRM Integrations

HubSpot CRM

Mailchimp

Gmail

Docusign

Salesforce Marketing Cloud

Zapier

See all 39 integrations

Pipeliner CRM User Reviews

Overall Rating

4.6

Ratings Breakdown

69%

26%

Secondary Ratings

Ease of Use

4.6

Value for money

4.5

Customer support

4.5

Functionality

4.5

Carla B.

Verified reviewer

Information Technology and Services

10000+ employees

Used daily for less than 2 years

Review source

Reviewed August 2023

A very productive solution for companies looking for CRM.

It’s really simple to use, with minimal configuration choices and a simple user interface. One of the most striking elements of Pipeliner to me is that I don’t need to be an architect to modify my Pipeliner example. Furthermore, any form of enhancement can be implemented without difficulty. Pipeliner CRM, in my opinion, is a legitimate service that may assist enhance sales because it permits and has a wide range of operations with amazing features.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like Pipeliner because it makes job creation very simple and efficient. It also provides variable exclusive sales records for files since it retains all of the data, examines the assessment, and its procedures carried out at the time of sale. I also enjoy how I can design various pipelines for different purposes or uses, and the best part is how quickly I can create dynamic reports. I enjoy that I can attach various types of papers and add colleagues. I like how Pipeliner helps me see which clients I should prioritize and which I shouldn’t.

Cons:

I am quite delighted with my campaigns; I just wish that when I use the search feature, it would give me some name recommendations, because it only works when the client’s name is spelled correctly, occasionally I get confused in the writing and don’t find it.

Isaac I.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for less than 2 years

Review source

Reviewed March 2021

A Top Notch Customer Relationship Management Tool.

I have used Pipeliner CRM and I can tell you that its worth the value of your money!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It has top notch Graphic User Interface with Seamless ability to Integrate with other applications. Its also easy to navigate.

Cons:

Its only a CRM tool.I wish the producers can make other competing softwares aside the CRM Key features it has.

Reasons for choosing Pipeliner CRM

Pipeliner is also cost effective and user friendly with very nice graphic reporting tools that makes me want to check my CRM everyday.

Reasons for switching to Pipeliner CRM

Its too expensive for me and my team.Pipeliner is also cost effective and user friendly.

Verified

Reviewer

Industrial Automation

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2023

Scammed and ripped off

This CRM did not solve any problems for me, it created problems for me if anything! It also left me out of pocket as the management team would not refund me for the remainder of the 12 months once I left after 2 months.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The User interface is OK, it is easy to learn how to use this CRM pretty quickly as its pretty basic. Thats about the only good thing I found with this CRM, the rest has been pretty poor.

Cons:

The Sales Team at Pipeliner CRM told me that the CRM had certain features that I was looking for when I originally contacted them about their product. They did a demo for me but it was very vague and did not really touch on what I wanted to see even when I asked them to. As they do not offer a trial for the CRM, I had to take them on their word that the features worked as they has described.Once I had signed up and paid for 12 months in advance, I found that these features did not function as described. They tried to convince me to use a work around at that stage but it would not work due to bugs in the software. Even when they found these bugs when they tried to configure a workaround, they just ignored them, they are still in the software today!I sent an email to the head of sales and the [sensitive content hidden] of Pipeliner CRM to inform them that I could no longer work with their CRM as it did not function as they had said it would in the original demo, even the workaround was a failure. I was told by the management team that it was my fault, that they never said it could do what I was requesting and never said it could! This was a full 180 on what they sold to me and promised 2 months earlier.2 months into my 12 months I cancelled my account and moved to another CRM. I contacted the management team and asked for a refund for the remainder of the 12 months I had paid for but I got no response. 2 more further attempts to contact the [sensitive content hidden] and management team failed, they just blanked me.

Reasons for choosing Pipeliner CRM

Robert K.

Verified reviewer

Food & Beverages

2-10 employees

Used daily for more than 2 years

Review source

Reviewed January 2020

Pipeliner CRM - Powerful and Flexible

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Pipeliner CRM system is very visual and easy to navigate. The visual Pipeliner makes it easy to track and manage the different stages of your project pipelines! The Navigator feature gives an instant visual update on what indicators are lagging and progress vs sales targets.

Cons:

There is not much to dislike with this software. Initial set up can take a little effort (no more that others), but once complete little effort is required to maintain and use this program.

Reasons for switching to Pipeliner CRM

Pipeliner requires less administrative effort and the visual interface gives instant update on progress vs goals.

Verified

Reviewer

Information Technology and Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2022

Amazing Lead Management CRM

It is worth to test out Pipeliner, if you need lead management with powerful features and a lot of customization options.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The easy way to move your leads across your pipe, the powerful filtering features make Pipeline an excellent tool for each lead manager.

Cons:

I was missing some integrations when I used Pipeline but I see now they are available.

Reasons for choosing Pipeliner CRM

I chose Pipeliner because it was looking the most suitable option for my business, but I have switched later.

Charles N.

Verified reviewer

Mining & Metals

11-50 employees

Used daily for less than 6 months

Review source

Reviewed September 2019

The Best CRM Software in Town

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

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.

Cons:

What I like least about the Pipeliner CRM is the clip tool that enables user to save lead generated from the internet websites.

Reasons for choosing Pipeliner CRM

Because it has many quality tools that can make work easier and cheaper.

Reasons for switching to Pipeliner CRM

I made the switch because Pipeliner is of great quality than every other CRM. There are many tools available in Pipeliner, which are very easy to use that are not in other CRM.

Sarah B.

Verified reviewer

Information Technology and Services

201-500 employees

Used daily for free trial

Review source

Reviewed August 2021

LCG Inc

We are using it for Pipeline and Contact Management.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The analytics and built in report generation are top notch. CRMs should be able to spit out reports based on your data. Pipeliner does, and in a way that is easily digestible.

Cons:

The only thing I'd like to see them be able to do is spit out slides...but it wasn't a deal breaker.

Reasons for choosing Pipeliner CRM

Don Araldi was top notch and is really the reason we went with Pipeliner.

Bob H.

Verified reviewer

Consumer Goods

201-500 employees

Used weekly for less than 2 years

Review source

Reviewed May 2022

Good CRM and Opportunity Solution

From an IT perspective the product is built well, responsive, and feature rich.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very well designed. All web based and can be easily customized.

Cons:

Automatizer should be included in base product. SSO/Active Directory isnt really integrated well into the permissions and access control.

Reasons for switching to Pipeliner CRM

Wanted more pipeline features and opportunity tracking.

Kannan K.

Verified reviewer

Information Technology and Services

2-10 employees

Used unspecified for less than 2 years

Review source

Reviewed November 2015

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 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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Pros:

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 at one low price. Over a 3 year period, you will pay 50% less than the popular cloud app [that tries to do everything under the sun completely ignoring the very purpose with which the company was started or what their name means]. Whereas Pipeliner is built for the Sales Force. To empower them in true sense. What's more? You would have achieved more sales than if you use the popular cloud app. And cultivated happy customers for life. Do you want more sales ? Do you want to manage your sales leads with utmost sophistication ? Do you want to make sure your sales people focus on the right clients at the right time ? Do you want to see your pipelines visually ? Do you want instant intelligence on everything about Sales at your fingertips ? Do you want your sales people to fall in love with Sales again ? The answer is "Pipeliner CRM". Go for it. You will NOT have any regrets.

Cons:

Nothing whatsoever. I have no complaints at all.

Sharry Karisa M.

Verified reviewer

Investment Management

201-500 employees

Used daily for less than 2 years

Review source

Reviewed November 2021

A better CRM

I use Pipeliner CRM to build up my administration counseling and business training practice. Pipeliner CRM offers an exceptionally apparent and responsive method for following income age in your association. It contrasts from other CRMs altogether: the Pipeliner CRM client becomes astute rather than working basically as an information passage tech. The rich and exceptionally responsive interface of Pipeliner CRM furnishes the client with quick criticism on pipeline elements. Pipeliner CRM maneuvers every one of the information into one spot and makes it quickly open to the client and their groups. It outwardly supports what you are doing accurately in moving a lead through your business pipeline.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Pipeliner CRM gives information seeing choices. It has revealing choices whether graphical, mathematical and diagram like. The Mobile App has discourse to-text and text-to-discourse AI usefulness for voice note update as opposed to composing. It assists us with catching leads from anyplace. It has its own versatile application, and a business card scanner is simply marvelous. Reasonable.

Cons:

Our coordination from Salesforce.com was somewhat difficult and we encountered some lethargic velocities, yet a lot of that was because of the huge number of records we were acquiring. Furthermore, we didn't employ Pipeliner backing to help us. We did it all alone. Those issues have all been settled.

Showing 1 - 10 of 215 Reviews

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