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Pipeliner CRM

4.67 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(3616 Reviews, Testimonials & Expert Opinions)
(3616 Reviews, Testimonials & Expert Opinions)

Pipeliner CRM | Sales CRM Software - Sales Enablement

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About Pipeliner CRM

Pipeliner CRM is a sales enablement tool designed for sales professionals and administrators to help them focus on pipeline management, sales process and analytics. The sales friendly interface provides all the tools necessary to boost sales and increase revenue.

With visual sales process, product catalogue, profiles and charts, the software helps the team with contact management, lead management, account management and sales velocity & insights. It offers drag and drop functionality making it easy to use for dynamic visualized reporting, workflow automation and integration.

The cloud based platform integrates with email client, MS Outlook and Gmail, allowing emails related activities to be performed from within the CRM tool. The visual relationship mapping gives an insight into all the groups and decision makers who influence purchase. The tool can be accessed both offline and online and through mobile as well.

Peer and Expert Opinions
for Pipeliner CRM


Increase sales & revenue and Acquire customers are the most popular goals peers achieved using Pipeliner CRM .

Other goals:

  • Enhance customer relationships
  • Improve ROI
  • Scale best practices
  • Improve efficiency
  • Improve stakeholder relations
  • Enter new markets internationally or locally
  • Improve consistency
  • Improve internal communications
See all goals See less goals


It is the best suited for social media, mobile, e-mail, channels.

Other channels:

  • phone calls
  • mobile app
  • promotions
  • offline
  • website
  • print media
  • magazine
  • chat
  • point of sale
  • channel partners
  • LinkedIn
  • on premises
  • Facebook
  • coupons
See all channels See less channels


Peers recommend engagement management, forecasting, contact list management, as the business processes that they have been most satisfied while using Pipeliner CRM .

Read Peer and Expert Experience for Business Use Cases

Engagement management

Engaging and following up With Mobile

Engaging with scheduling & cadence


Contact list management With Mobile and E mail and Social media

Pipeline management With Social media

Workflow management With Mobile and E mail and Mobile app

Lead management

Customer case management With Phone calls and Social media

Helpdesk management With Phone calls and Social media

Opportunity management With Social media and Phone calls and E mail

Collaboration With Social media and Phone calls

Generation of new leads

Products & pricelist management With Mobile and E mail and Mobile app

Social media management With Social media and Mobile

Social media analytics With Social media and Mobile

Lead tracking

Business development

Communication management With Mobile and Mobile app and Social media

Sending & publishing communications With Mobile and Mobile app and Social media

Lead engagement

Relationship management

Competitive intelligence

Sales call management With Phone calls and Social media

Conversion management

Lead analytics With E mail

Training & onboarding

Content management With Promotions and Phone calls

Searching for content With Phone calls

Content publishing With Promotions

Lead scoring

Promotion management With Promotions and E mail and Coupons

Public relations With Website and Print media and Magazine and Social media

Sales document management

Proposal & quote management

Deal management With E mail

Discount management With E mail


Social media marketing With Social media

Performance management

Follower management

Playbook creation

Lifetime value management

Motivation management With Offline

Cross selling

Campaign management With Offline and Point of sale

Buyer engagement

Lead qualification

Offer management

Customer feedback management

Product marketing

Channel marketing With Channel partners

See allless Activities

Popular Business Setting
for Pipeliner CRM

Top Industries

  • Marketing and Advertising
  • Information Technology and Services
  • Management Consulting

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used Pipeliner CRM to Increase sales & revenue and Acquire customers

Verify if it works for you

IT and Other Capabilities
for Pipeliner CRM

  • Low
  • Medium
  • High


Data Export

Data Import


Chat Support

24/7 Support

Email Support

Phone Support


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Custom Reports

Failure Risk Guidance Security Report ?

Overall Risk Meter

Low Medium High

Top Failure Risks for Pipeliner CRM

First 5 Reports are Free

Vendor Profile Details

Company Name Pipelinersales
HQ Location 15243 La Cruz Drive, Suite 492, Pacific Palisade, California 90272, US
Employees NA
Financials NA