Pipeliner CRM

View Profile
Customer Reference Score
4.7
Technical Details Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Customer Types
  • < 50 Small Businesses
  • < 250 Medium Businesses

Overview

Pipeliner CRM provides dynamic visualization of sales activities, process, and pipeline. Its visual contact management capability permits you to get a comprehensive view of your prospects and customers, and map out their influence on a sale. The Voyager AI engine provides alerts and insights to sales professionals to help them focus on their important activities and revenue targets.

The Pipeliner mobile app presents dynamic, visual tools to enable sales reps to sell remotely. Other key features are pivot tables, advanced reports, management reports, context-sensitive help, uniform navigations, and visual interface. You can leverage the tool’s drag-n-drop backend to easily maintain it. Finally, the software integrates seamlessly with a range of other solutions.

Benefits

Empowers Sales Professionals

Pipeliner CRM empowers sales agents by offering them pipeline management, analytics, and other useful tools. With this single system, you can concentrate on high-value tasks without needing multiple applications. The program provides easy-to-follow sales process, charts, and profiles to give you guidance on the effective actions to take as your prospects are progressing through the buying process. You can access the product from your desktop or mobile device, even offline. Plus, the software integrates with your email platform so that you don’t need to keep moving back and forth.

Training and Support

The vendor’s teams offer training and support to help you swiftly implement the system in your company and use it effectively. They will quickly resolve your issues and ensure you are able to meet your sales milestones and targets.

Comprehensive Suite of Features

Pipeliner CRM is a single platform you can leverage to manage your whole sales process. It offers a single-screen view of your sales pipeline as well as comprehensive features that support opportunity, account, contact, and lead management.

Supports Social Selling

With Pipeliner CRM, you can sell on social networks such as LinkedIn, Facebook, and Twitter, and also view and interact with your contacts on these social sites. Plus, you can add relevant info, share curated links, and bolster your customer relationships. The software offers you shared connections so that you get an enriched overview of your network.

Other Key Features

Pipeliner CRM is ideal for sales managers and professionals in small to midsized businesses in a range of sectors. Key features include detailed reporting, feeds and activity trails, accounts and contacts, sales pipeline view, and lead management.

Product Features

  • Account and contact management
  • Business intelligence dashboards
  • Relationship mapping
  • Sales forecasting & reporting
  • Sales lead management
  • Sales opportunity management
  • Sales pipeline management
  • Sync capabilities
  • Team cloud collaboration

Pricing

Pipeliner CRM offers a 14-day free trial and 3 priced plans:

  • Starter Plan - $35/user/month (billed annually)
  • Business Plan - $65/user/month (billed annually)
  • Enterprise Plan - $85/user/month (billed annually)

Feature Suites in all three Packages

  • Records Management
  • Sales Enablement
  • Communication
  • Customization
  • Reporting and Analytics
  • Microsoft Suite
  • Google Suite
  • Other Integrations
  • Security and Access
  • Support

Customer Support

Phone Support
Training
Support Tickets