Pipeliner CRM

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

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Decision Snapshot

Pipeliner CRM Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating4.9 / 5
Starting Price$65 / month
Free Trial14 Days
Free VersionNot available
APIAvailable
DeploymentCloud Hosted, Deployment Type
HeadquartersUnited States
✎
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Product Overview

Pipeliner CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Pipeliner CRM

Pipeliner CRM is a visually oriented customer relationship management platform designed to help sales leaders and revenue teams accelerate deals, forecast pipelines, and streamline customer lifecycle activities with intuitive drag-and-drop visual pipelines. Unlike generic CRM tools, Pipeliner places sales process clarity at the forefront, with customizable pipeline views, relationship maps, context-driven dashboards, and role-based workflows that empower teams to manage leads and opportunities with precision and minimal manual data entry. Its focus on visual navigation, coupled with robust automation and analytics, helps sales and marketing teams increase conversion velocity and drive consistent revenue outcomes.

Built for both growing businesses and enterprise organizations, Pipeliner CRM includes advanced features such as real-time sales activity tracking, intelligent forecasting, email integration, reporting and dashboards, and mobile access for field teams. With its flexible configuration and attention to the buyer’s journey, the platform enables teams to align strategy with execution — providing clarity on pipeline health, opportunity progress, and team performance. Pipeliner’s approach transforms CRM from a static database into a dynamic sales engagement ecosystem that supports higher productivity and more predictable revenue growth.

Key Capabilities
  • Visual pipeline management and drag-and-drop interface
  • Sales forecasting and analytics
  • Automated activity tracking and reminders
  • Email integration and communication tools
  • Custom dashboards and reports
  • Mobile CRM access
Company Pipeliner
Founded 2011
Headquarters United States
Employees 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
Languages Supported 5 languages available
English French German Portuguese Spanish
Industries Served 3 industries available
Accounting Advertising & Marketing Logistics & Supply Chain

Why Choose Pipeliner CRM

Problem it Solves

  • Problem it Solves Improves Sales Execution With Visual Pipeline CRM And Automated Tracking

Target Users

  • Target Users Sales Leaders
  • Target Users Revenue Operations Teams
  • Target Users Marketing Teams
  • Target Users Business Development Reps
  • Target Users SMB Executives

Core Use Case

  • Core Use Case Manage And Visualize Sales Pipelines
  • Core Use Case Track Sales Activities
  • Core Use Case Automate Reminders And Tasks
  • Core Use Case Forecast Revenue
  • Core Use Case Sync Communications

USP

  • USP Visually Driven CRM Focused On Pipeline Clarity And Revenue Acceleration

Editorial Buyer Guidance

Who Is Pipeliner CRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Improves Sales Execution With Visual Pipeline CRM And Automated Tracking

Target Users

  • Sales Leaders
  • Revenue Operations Teams
  • Marketing Teams
  • Business Development Reps
  • SMB Executives

Core Use Cases

  • Manage And Visualize Sales Pipelines
  • Track Sales Activities
  • Automate Reminders And Tasks
  • Forecast Revenue
  • Sync Communications

Unique Selling Point

Visually Driven CRM Focused On Pipeline Clarity And Revenue Acceleration

Category-Based Capabilities

Pipeliner CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Lead Generation Software 31 selected features Open category ↗ ⌄
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
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Online CRM Software 33 selected features Open category ↗ ⌄
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 Management Software 28 selected features Open category ↗ ⌄
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
Mobility Software 25 selected features Open category ↗ ⌄
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
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Forecasting Software 20 selected features Open category ↗ ⌄
Pipeline Management Lead Management Workflow Management Data Visualization Contact Management Contact Database Data Import/Export What If Scenarios Graphical Data Presentation Activity Tracking Statistical Analysis Forecasting Sales Reports Dynamic Modeling Customizable Reports Opportunity Management Alerts/Notifications Budgeting/Forecasting Modeling & Simulation Lead Capture
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 28 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export
Pricing Information

Pipeliner CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial 14 Days
Free Version Not available
Payment Frequency Annual Subscription
Starter
$65 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

Pipeliner CRM Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a Pipeliner CRM Review ↗
4.9
Based on 2 approved reviews
5 stars 88%
4 stars 13%
3 stars 0%
2 stars 0%
1 star 0%
Kai V.
Kai V. Manager Business Development & Sales

Quick and Clear Sales Insights

This software is really easy to use and gives a clear, quick overview of my sales status. It helps me see where things are going well and where I can improve, making it simple to stay on top of my sales performance.

Reviewed on March, 2022
Christopher K.
Christopher K. Senior Sales Manager

Efficient CRM for Remote Sales and Faster Lead Conversion

Pipeliner CRM has been a game-changer for managing sales. It keeps all sales data in one place, so even if a sales rep leaves, nothing gets lost. I’ve saved a lot of time from lead generation to closing deals, especially with the feature that pulls leads from LinkedIn with just one click. Having all reps’ activity history at my fingertips, plus the mobile app, allows me to manage teams and customers effectively from anywhere—perfect during COVID-19 lockdowns. I also love how it speeds up lead conversion, helping achieve sales goals faster.

Reviewed on September, 2021
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Frequently Asked Questions

Pipeliner CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

Pipeliner CRM is a visually oriented customer relationship management platform designed to help sales leaders and revenue teams accelerate deals, forecast pipelines, and streamline customer lifecycle activities with intuitive drag-and-drop visual pipelines. Unlike generic CRM tools, Pipeliner places sales process clarity at the forefront, with customizable pipeline views, relationship maps, context-driven dashboards, and role-based workflows that empower teams to manage leads and opportunities with precision and minimal manual data entry. Its focus on visual navigation, coupled with robust automation and analytics, helps sales and marketing teams increase conversion velocity and drive consistent revenue outcomes.

Built for both growing businesses and enterprise organizations, Pipeliner CRM includes advanced features such as real-time sales activity tracking, intelligent forecasting, email integration, reporting and dashboards, and mobile access for field teams. With its flexible configuration and attention to the buyer’s journey, the platform enables teams to align strategy with execution — providing clarity on pipeline health, opportunity progress, and team performance. Pipeliner’s approach transforms CRM from a static database into a dynamic sales engagement ecosystem that supports higher productivity and more predictable revenue growth.

Key Capabilities
  • Visual pipeline management and drag-and-drop interface
  • Sales forecasting and analytics
  • Automated activity tracking and reminders
  • Email integration and communication tools
  • Custom dashboards and reports
  • Mobile CRM access

  • 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:

    Starter

    $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-Premise

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