Pipeliner CRM

Pipeliner Software is a feature-rich customer relationship management (CRM) platform designed to help businesses track opportunities, leads, and deals. Its sales-friendly interface helps users drive consumer engagement, improve sales performance, and perform account management tasks with ease. The pipeliner CRM provides a 360-degree view of a company's pipeline to give the sales and marketing teams a complete picture of customer activities and priorities. It offers features, such as contact management, account management, lead management, activity management, and opportunity management.

This data-driven application displays and analyzes sales data in multiple ways to provide intelligent, system-generated insights. It comes with a powerful automation engine that helps sales teams to see to many of their manual and routine tasks. Further, the software integrates seamlessly with popular project management, accounting, email, e-commerce, and marketing apps, including Oracle Netsuite, SAP ERP, QuickBooks, Wrike, Asana, Trello, Gmail, Shopify, HubSpot, and others.

The Pipeliner software adapts quickly to all the sales process stages of a company. It enables users to drag and drop their sales opportunities from one stage to another, find an instant overview of consumer interactions, and analyze business opportunities.

Key Features of Pipeliner CRM

Mobile App

The Pipeliner CRM software comes with an AI-driven mobile app that helps sales teams manage their process on the go. This facility is available for both iOS and Android devices and offers a variety of mobile-only features, such as a notification center, business card scanner, call logging capabilities, and more. 

Multiple Pipelines

Pipeliner provides an unlimited number of pipelines, all of which are connected to a centralized database to support various processes across a deploying organization’s support, sales, supply chain management, inventory control, and other related processes. This offering enables users to easily transfer data between pipelines.

AI Engine

This sales management platform comes equipped with an AI-powered engine that shares alerts and insights to help salespeople drive more sales and keep them focused on higher priority activities. It extends into the sales navigator, enabling users to consider different integrated components, such as target overview, activity stream, suggestions, and notifications from a centralized location.

Pipeliner CRM Pricing

The Pipeliner subscription cost structure is based on the typical subscription-based model. It is free for individuals looking for a simple/basic CRM solution. Their Starter plan starts at $65 per user per month (billed annually). For businesses with more complex needs, the vendor offers various flexible subscription plans (Business, Enterprise, and Unlimited), all of which support advanced functionalities. Please contact the vendor for more information.

Pipeliner CRM Demo

You can see the Pipeliner software in action by simply scheduling a demo (click the corresponding button above/on this page). 

A comprehensive Piperliner Demo will provide a quick visual walkthrough into the product’s functionalities and let you see how it benefits your business in real-time.

Pipeliner CRM Reviews

Pipeline CRM software has received great user satisfaction ratings. The application is typically revered as being ‘user-friendly’ and enhancing user engagement.

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Our Thoughts

Pipeliner is an enterprise-grade CRM platform that helps users generate increased ROI, track lead journeys, and get data-driven insights into sales processes. This feature-packed solution can be a good option for small and medium-sized businesses looking to (productively) boost their lead management and sales functions.