About Pipeliner CRM
Pipeliner CRM is a customer relationship management software from Pipeliner that helps businesses manage their sales processes. It combines visual sales pipelines, contact management, and reporting tools so users can track customer interactions effectively. The platform allows for customization of sales processes to suit unique business needs. Pipeliner CRM integrates with various third-party applications and provides real-time data analytics for informed decision-making. Key capabilities: visual pipeline management contact management reporting tools third-party integrations real-time analytics Best for: sales teams that need to manage customer relationships and improve sales efficiency.
Pipeliner CRM by Pipeliner is a visually-driven customer relationship management software designed to empower sales teams with a combination of usability, powerful features, and automation. Developed with a strong emphasis on visualization and user experience, Pipeliner CRM aims to simplify complex sales processes, increase productivity, and improve forecasting accuracy. Its primary purpose is to help businesses—particularly mid-sized and large organizations—manage leads, contacts, opportunities, and accounts with a clear and dynamic pipeline interface. Key features include advanced sales process customization, reporting and forecasting tools, AI-driven insights, team collaboration capabilities, and robust security measures. One of the standout qualities of Pipeliner CRM is its user interface. The platform is designed with sales professionals in mind, offering a clean, graphical layout that minimizes clutter and highlights what matters most—sales opportunities and progression. The interface is highly visual, using color-coded pipelines, drag-and-drop capabilities, and customizable dashboards that make navigation intuitive even for non-technical users. A distinctive feature is the graphical organizational chart that helps visualize company hierarchies and relationships among contacts, adding depth to customer management.
Pros & Cons
- +AI-Powered Capabilities: Leverages AI (Voyager AI Gen2) to enhance sales.
- +Strong Focus on Sales Teams: Designed with the salesperson's needs in mind.
- +Highly Customizable & Flexible: Adaptable to various business processes and requirements.
- +Robust Reporting & Analytics: Offers embedded tools for in-depth sales insights.
- +Comprehensive Pipeline Management: Provides advanced features for tracking and managing deals.
- +Ease of Use & Adoption: Emphasizes an intuitive interface and quick learning curve.
- +Streamlined Administration: Claims no need for a dedicated, certified administrator.
- −Potential Overwhelm of Features: The sheer number of features might be daunting for very small teams or those with simple needs.
- −Reliance on Own Implementation: While in-house implementation is a pro for control, it might require more initial effort from the user.
- −Claims Need Verification: The claims of fastest ROI and lowest TCO would need to be validated by individual users.
Features
Key features
- AI-Powered Assistant (Pipeliner Voyager AI Gen2)
- Leverages AI to enhance sales processes.
- Sales CRM for Mid-Sized, Large & Enterprise Organizations
- Specifically designed for more complex sales needs.
- Intelligent Framework & Engaging Interface
- Focuses on usability and user adoption.
- AI Assistance with Real Benefits
- Claims practical AI applications for salespeople.
- Manage Any Process with Automation
- Highly adaptable automation capabilities.
- Embedded True Reporting Business Analytics
- Integrates robust analytics directly within the CRM.
- Unique and Comprehensive Pipeline Management
- Offers advanced features for managing the sales pipeline.
- Eliminates Need for Most 3rd Party Tools
- Aims to be an all-in-one solution for productivity.
- Fast, Affordable Implementation
- Emphasizes quick and cost-effective setup.
- No Dedicated, Certified Administrator Needed
- Designed for ease of administration.
- Fastest ROI and Lowest TCO
- Claims to deliver quick returns and low total cost of ownership.
- Rapid In-House Implementations
- Ensures quick deployment with best practices.
- Complete Flexibility/Customization
- Highly adaptable to specific business requirements.
- Hundreds of Out-of-the-Box Integrations
- Connects with many other critical business systems.
- Intuitive, Visual, Focus-Driven, Complete, Engaging Interface
- Designed for a positive user experience.
- Easy Instant Pipeline Reviews
- Provides quick overviews of the sales pipeline.
- Multiple Visualizations
- Offers various ways to view sales data.
- Scheduling Automatic Reports
- Automates the generation of reports.
- Advanced Forecasting and Quota Management
- Sophisticated tools for predicting sales and managing targets.
- Color-Coded Flags, Alerts, and Notices
- Visual cues for important information.
- Automated Approval Processes
- Streamlines internal approval workflows.
- Managed Workflows
- Tools to design and control sales processes.
- Easy Activity Management
- Simple tracking of sales activities.
- Simple Filtering and Sharing
- Easy data segmentation and collaboration.
- Fast Integration with Core Systems
- Quick connection to essential business tools.
- Automations Mean More Time to Sell
- Reduces manual tasks for salespeople.
- Simple Framework – Fast to Learn-Easy to Remember
- Focuses on user-friendliness and adoption.
- Personalized Views for Better Adoption
- Allows users to customize their interface.
- Guidance Through the Sales Process
- Features to support salespeople through each stage.
- Best-in-Class Relationship Mapping
- Tools for visualizing and managing relationships.
- Exceptional Customer Support (from real people)
- Emphasizes quality support.
- Personalized Goal Tracking
- Allows individual sales goal management.
- Instant Tracking of Commission
- Provides immediate visibility into earnings.
- One View of Data for All Users
- Centralized data access for consistency.
- Creating Your Own Filters and Profiles
- User-driven customization of data views.
- One Click Calls and Texting
- Integrated communication tools.
- Voice-to-Text with AI Enrichment
- Hands-free data entry and note-taking.
- No Full-Time Administrator Needed
- Designed for self-sufficiency in administration.
- Basic Computer Skills Required
- Emphasizes ease of use for administrators.
- Comprehensive Knowledge Base and Video Tutorials
- Resources for learning the system.
- Quick and Easy Configuration Changes
- Simple administrative adjustments.
- Easy Account Transfers
- Streamlined reassignment of accounts.
- Same Visual Interface for Front and Back End
- Consistent user experience for all users.
- No 3rd-Party Administration or Coding Required
- Designed for internal management without external dependencies or programming.
- Built-in Automation Engine (Automatizer)
- Native tools for workflow automation.
- Point-and-Click Interface for Automation
- Easy process building without coding.
- Automation Integration with 3rd Party Tools
- Extends automation capabilities beyond Pipeliner.
- Personalized User Interfaces
- Users can customize what they see and how it's displayed.
- Power Panel for View Modification
- Tools to adjust data views based on roles, target types, etc.
Additional features
- AI-Powered Assistant (Pipeliner Voyager AI Gen2)
- Leverages AI to enhance sales processes.
- Sales CRM for Mid-Sized, Large & Enterprise Organizations
- Specifically designed for more complex sales needs.
- Intelligent Framework & Engaging Interface
- Focuses on usability and user adoption.
- AI Assistance with Real Benefits
- Claims practical AI applications for salespeople.
- Manage Any Process with Automation
- Highly adaptable automation capabilities.
- Embedded True Reporting Business Analytics
- Integrates robust analytics directly within the CRM.
- Unique and Comprehensive Pipeline Management
- Offers advanced features for managing the sales pipeline.
- Eliminates Need for Most 3rd Party Tools
- Aims to be an all-in-one solution for productivity.
- Fast, Affordable Implementation
- Emphasizes quick and cost-effective setup.
- No Dedicated, Certified Administrator Needed
- Designed for ease of administration.
- Fastest ROI and Lowest TCO
- Claims to deliver quick returns and low total cost of ownership.
- Rapid In-House Implementations
- Ensures quick deployment with best practices.
- Complete Flexibility/Customization
- Highly adaptable to specific business requirements.
- Hundreds of Out-of-the-Box Integrations
- Connects with many other critical business systems.
- Intuitive, Visual, Focus-Driven, Complete, Engaging Interface
- Designed for a positive user experience.
- Easy Instant Pipeline Reviews
- Provides quick overviews of the sales pipeline.
- Multiple Visualizations
- Offers various ways to view sales data.
- Scheduling Automatic Reports
- Automates the generation of reports.
- Advanced Forecasting and Quota Management
- Sophisticated tools for predicting sales and managing targets.
- Color-Coded Flags, Alerts, and Notices
- Visual cues for important information.
- Automated Approval Processes
- Streamlines internal approval workflows.
- Managed Workflows
- Tools to design and control sales processes.
- Easy Activity Management
- Simple tracking of sales activities.
- Simple Filtering and Sharing
- Easy data segmentation and collaboration.
- Fast Integration with Core Systems
- Quick connection to essential business tools.
- Automations Mean More Time to Sell
- Reduces manual tasks for salespeople.
- Simple Framework – Fast to Learn-Easy to Remember
- Focuses on user-friendliness and adoption.
- Personalized Views for Better Adoption
- Allows users to customize their interface.
- Guidance Through the Sales Process
- Features to support salespeople through each stage.
- Best-in-Class Relationship Mapping
- Tools for visualizing and managing relationships.
- Exceptional Customer Support (from real people)
- Emphasizes quality support.
- Personalized Goal Tracking
- Allows individual sales goal management.
- Instant Tracking of Commission
- Provides immediate visibility into earnings.
- One View of Data for All Users
- Centralized data access for consistency.
- Creating Your Own Filters and Profiles
- User-driven customization of data views.
- One Click Calls and Texting
- Integrated communication tools.
- Voice-to-Text with AI Enrichment
- Hands-free data entry and note-taking.
- No Full-Time Administrator Needed
- Designed for self-sufficiency in administration.
- Basic Computer Skills Required
- Emphasizes ease of use for administrators.
- Comprehensive Knowledge Base and Video Tutorials
- Resources for learning the system.
- Quick and Easy Configuration Changes
- Simple administrative adjustments.
- Easy Account Transfers
- Streamlined reassignment of accounts.
- Same Visual Interface for Front and Back End
- Consistent user experience for all users.
- No 3rd-Party Administration or Coding Required
- Designed for internal management without external dependencies or programming.
- Built-in Automation Engine (Automatizer)
- Native tools for workflow automation.
- Point-and-Click Interface for Automation
- Easy process building without coding.
- Automation Integration with 3rd Party Tools
- Extends automation capabilities beyond Pipeliner.
- Personalized User Interfaces
- Users can customize what they see and how it's displayed.
- Power Panel for View Modification
- Tools to adjust data views based on roles, target types, etc.
Pricing
Monthly plans
Starter
USD 65
Business
USD 85
Enterprise
USD 115
Countries & Languages
Available in
Interface languages
Billing currencies
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About Pipeliner CRM
Pipeliner CRM is a customer relationship management software from Pipeliner that helps businesses manage their sales processes. It combines visual sales pipelines, contact management, and reporting tools so users can track customer interactions effectively. The platform allows for customization of sales processes to suit unique business needs. Pipeliner CRM integrates with various third-party applications and provides real-time data analytics for informed decision-making. Key capabilities: visual pipeline management contact management reporting tools third-party integrations real-time analytics Best for: sales teams that need to manage customer relationships and improve sales efficiency.
Pipeliner CRM Details
Pipeliner CRM's In-App Market Place
Does Pipeliner CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
https://www.pipelinersales.com/crm/apps/
Pricing Options
Plans
Monthly plans
Starter
USD 65
Business
USD 85
Enterprise
USD 115
Accepted Payment Currencies
Usd ($), Eur (€), Gbp (£), Aud (A$), Cad (CAD $), Jpy (¥), Chf (CHF), Cny (¥), Rub (₽), Brl (R$), Inr (₹), Thb (฿), Zar (R), Mxn ($), Idr (Rp), Try (₺), Sgd (S$), Hkd (HK$).
Pros & Cons
- AI-Powered Capabilities: Leverages AI (Voyager AI Gen2) to enhance sales.
- Strong Focus on Sales Teams: Designed with the salesperson's needs in mind.
- Highly Customizable & Flexible: Adaptable to various business processes and requirements.
- Robust Reporting & Analytics: Offers embedded tools for in-depth sales insights.
- Comprehensive Pipeline Management: Provides advanced features for tracking and managing deals.
- Ease of Use & Adoption: Emphasizes an intuitive interface and quick learning curve.
- Streamlined Administration: Claims no need for a dedicated, certified administrator.
- Potential Overwhelm of Features: The sheer number of features might be daunting for very small teams or those with simple needs.
- Reliance on Own Implementation: While in-house implementation is a pro for control, it might require more initial effort from the user.
- Claims Need Verification: The claims of fastest ROI and lowest TCO would need to be validated by individual users.
Pipeliner CRM's Support Options
Pipeliner CRM's Alternatives
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