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Build a connection with customers and opportunities with a powerful Sales CRM for Sales & Account Management.

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Pipeliner CRM Overview

Pipeliner CRM is a visually driven and sales-focused customer relationship management tool. It is best suited for businesses of all sizes. Its key differentiation lies in its highly intuitive visual interface, which simplifies complex sales processes and pipeline management. The software excels in providing real-time sales data, ensuring that sales teams have up-to-date information for decision-making. Features like drag-and-drop pipeline management, automated workflows, and built-in analytics tools streamline sales activities and improve efficiency. Additionally, Pipeliner CRM offers robust customization options, allowing businesses to tailor the software to their unique sales processes. Integration capabilities with popular tools like Microsoft Office and Google Workspace, coupled with offline access, make it a versatile and practical choice for dynamic sales environments.

Pipeliner CRM screenshot & Video

Contact Details

  • Pipeliner
  • 2011
  • United States
  • 101-500

Support

  • Email
  • Phone
  • Chat
  • Knowledge Base

Training

  • In-person
  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • On-Premise
  • Web-Based
  • iPhone
  • Android
  • Windows
  • Mac
  • Linux

Typical Customers

  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

Language Supported

English, French, German, Portuguese, Spanish

Industries

Accounting, Logistics & Supply Chain, Marketing & Advertising

Pipeliner CRM Features

  • Pipeline Management
  • Lead Qualification
  • Contact Management
  • Email Marketing
  • Web Forms
  • Lead Capture
  • Contact Database
  • CRM
  • Activity Tracking
  • Event Triggered Actions
  • Campaign Planning
  • Lead Segmentation
  • Lead Management
  • Customer Segmentation
  • Chat/Messaging
  • Prospecting Tools
  • Campaign Management
  • Engagement Tracking
  • Auto-Responders
  • Social Media Integration
  • Conversion Tracking
  • Multi-Channel Marketing
  • Lead Nurturing
  • Email Management
  • Campaign Analytics
  • Drip Campaigns
  • Landing Pages
  • Multi-Campaign
  • Lead Verification
  • Forms Management
  • Lead Scoring
  • Customizable Templates
  • Sales Trend Analysis
  • Calendar Management
  • Lead Capture
  • Workflow Management
  • Interaction Tracking
  • Opportunity Management
  • Performance Metrics
  • Email Management
  • Pipeline Management
  • Calendar Sync
  • Email Marketing
  • Task Management
  • Forecasting
  • Campaign Management
  • Contact Management
  • Document Storage
  • Social Media Integration
  • Collaboration Tools
  • Sales Reports
  • Web-based Deployment
  • Lead Management
  • Internal Chat Integration
  • Lead Generation
  • Lead Qualification
  • Marketing Automation
  • Quotes/Estimates
  • Referral Tracking
  • Reporting/Analytics
  • Territory Management
  • Deal Management
  • Lead Nurturing
  • Role-Based Permissions
  • Lead Nurturing
  • Sales Reports
  • Social Media Integration
  • Monitoring
  • Pipeline Management
  • Template Management
  • Lead Qualification
  • Calendar Management
  • Sales Forecasting
  • Lead Distribution
  • Prospecting Tools
  • Task Management
  • Document Storage
  • Lead Segmentation
  • Reminders
  • Email Tracking
  • Interaction Tracking
  • CRM
  • Web Forms
  • Email Marketing
  • Lead Capture
  • Campaign Management
  • Contact Management
  • Workflow Management
  • Sales Trend Analysis
  • Source Tracking
  • Lead Generation
  • Opportunity Management
  • Access Controls/Permissions
  • Offline Access
  • Document Storage
  • Mobile Access
  • App Management
  • Activity Dashboard
  • Compliance Management
  • Audit Management
  • Policy Management
  • Mobile App
  • Remote Access/Control
  • Authentication
  • GPS
  • Push Notifications
  • Usage Tracking/Analytics
  • Backup and Recovery
  • Automatic User/Device Recognition
  • Password Management
  • Performance Monitoring
  • Data Security
  • Mobile Content Management
  • Device Enrollment
  • Wireless Internet Access
  • Asset Tracking
  • Wireless Troubleshooting

Pipeliner CRM Pricing

Pricing Type

  • Per User

Preferred Currency

  • USD ($)

Free Trial

  • 14 Days

Free Version

  • NA

Payment Frequency

  • Annual Subscription
Pricing Page  

Plans & Packages

Starter

$65 Per Month

Pipeliner CRM FAQ's

  • No, Pipeliner CRM does not offer a free version.

  • Yes, Pipeliner CRM offers a free trial.

  • No, Credit Card details are not required for the Pipeliner CRM trial.

  • Pipeliner CRM offers the following pricing plans & packages:

    Starting Plan:

    $65 Per Month

  • Pipeliner CRM supports the following payment frequencies:

    • Annual Subscription

  • Yes, Pipeliner CRM offers an API.

  • Pipeliner CRM offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Pipeliner CRM offers training with the following options:
    • In-person , Webinar , Documentation

  • Pipeliner CRM supports the following languages:
    • English , French , German , Portuguese , Spanish

  • Following are the typical users of the Pipeliner CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Pipeliner CRM supports the following deployment:
    • Cloud Hosted , On Premises

  • Pipeliner CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Windows , Linux