Pipeliner CRM Overview

Pipeliner CRM's latest product line includes a Mobile Sales CRM App and updates to boost sales and account management teams. The enhancements empower sales professionals effectively.

Use Cases

Customers recommend Engagement Management, Forecasting, Contact List Management, as the business use cases that they have been most satisfied with while using Pipeliner CRM.

Other use cases:

  • Pipeline Management
  • Workflow Management
  • Lead Management
  • Helpdesk Management
  • Opportunity Management
  • Generation Of New Leads
  • Lead Tracking
See all use cases See less use cases

Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Pipeliner CRM.

Other priorities:

  • Acquire Customers
  • Improve ROI
  • Improve Efficiency
  • Enter New Markets Internationally Or Locally
  • Scale Best Practices
  • Improve Stakeholder Relations
  • Improve Internal Communications
See all business priorities See less business priorities

Pipeliner CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Pipeliner CRM works with different mediums / channels such as Mobile. Social Media. and E-Mail.

Pipeliner CRM's features include Dashboard, Personalization, Recording, etc. and Pipeliner CRM support capabilities include AI Powered, 24/7 Support, Email Support, etc. also Pipeliner CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"I’ve been leading and managing industrial salesforces for a long time, and I’ve used a lot of different software packages, including Sugar, Salesforce, Goldmine, Lotus Notes and many others. I would say Pipeliner is by far the best one I’ve used—a p...erfect mix of functionality and ease of use. I give Pipeliner a ten out of ten." - Howard Lind

Pipeliner CRM, Scratchpad, Less Annoying CRM, Teamgate CRM, monday sales CRM, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Pipeliner CRM

Top Industries

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

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Pipeliner CRM is popular in Information Technology And Services, Marketing And Advertising, and Management Consulting and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Pipeliner CRM Use Cases

What solutions does Pipeliner CRM provide for Engagement Management?

What benefits does Pipeliner CRM offer for Forecasting?

How can Pipeliner CRM enhance your Contact List Management process?

Why is Pipeliner CRM the best choice for Pipeline Management?

How can Pipeliner CRM enhance your Workflow Management process?

59+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well Pipeliner CRM solved their CRM needs. Cuspera uses 2688 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Pipeliner CRM testimonial

Howard Lind

President and CEO

Cicoil
I’ve been leading and managing industrial salesforces for a long time, and I’ve used a lot of different software packages, including Sugar, Salesforce, Goldmine, Lotus Notes and many others. I would say Pipeliner is by far the best one I’ve used—a perfect mix of functionality and ease of use. I giv...e Pipeliner a ten out of ten.

Testimonial By Howard Lind
Pipeliner CRM testimonial

Preston Herrin

Chief Commercial Officer

Drummond
Our organization was faced with a challenge after we made three acquisitions in two years which meant the organization was now scaling at 18 times the industry average growth. We needed to get more predictability in the sales channel. Testimonial By Preston Herrin
Pipeliner CRM testimonial

Chad Picha

AIM systems engineer

AIM Institute
We had a contractor that we hired to help us find the best tool for our business needs. Many of the solutions that we have investigated—including NetSuite and Salesforce—are just way too big and, for a non-profit, out of our price league. It’s just impossible for a non-profit to pull that off. Testimonial By Chad Picha
CUSTOMERS TESTIMONIALS
Pipeliner CRM testimonial

Howard Lind

President and CEO

Cicoil
I’ve been leading and managing industrial salesforces for a long time, and I’ve used a lot of different software packages, including Sugar, Salesforce, Goldmine, Lotus Notes and many others. I would say Pipeliner is by far the best one I’ve used—a perfect mix of functionality and ease of use. I giv...e Pipeliner a ten out of ten.

Testimonial By Howard Lind
Pipeliner CRM testimonial

Preston Herrin

Chief Commercial Officer

Drummond
Our organization was faced with a challenge after we made three acquisitions in two years which meant the organization was now scaling at 18 times the industry average growth. We needed to get more predictability in the sales channel. Testimonial By Preston Herrin
Pipeliner CRM testimonial

Chad Picha

AIM systems engineer

AIM Institute
We had a contractor that we hired to help us find the best tool for our business needs. Many of the solutions that we have investigated—including NetSuite and Salesforce—are just way too big and, for a non-profit, out of our price league. It’s just impossible for a non-profit to pull that off. Testimonial By Chad Picha

Case Studies

Information Technology and Services

CASE STUDY Prisma Solutions

Pipeliner CRM helped Prisma Solutions manage all customer information, sales leads, and planning in one place. The migration to the cloud brought new features like Automatizer and improved mailing to...ols. Prisma Solutions found Pipeliner CRM easy to use and configure, even for users who do not use it daily. The sales team found the CRM very useful and appreciated its focus on sales. Prisma Solutions recommends Pipeliner CRM for its ongoing enhancements and ease of administration.

Read more →
Mechanical or Industrial Engineering

CASE STUDY Mactech On-Site

Pipeliner CRM helped Mactech On-Site improve sales tracking and team adoption. The company saw steady revenue growth after switching to Pipeliner, with positive results in almost every month after la...unch. In 2016, Mactech reached 95% of its 20% sales growth goal by December 1. In January 2020, a sales contest using Pipeliner led to the best January sales in five years. The team found onboarding easy and valued the simple, visual interface.

Read more →
Management Consulting

CASE STUDY Steilpass

Pipeliner CRM helped Steilpass manage strategy, brand, and destination consulting needs. The team chose Pipeliner CRM for its easy use and flexibility. Steilpass uses it as a central hub to track hun...dreds of opportunities. Favorite features include the Outlook add-in, Buying Center, and Reporting. Pipeliner CRM supports both Steilpass and its partner businesses.

Read more →
Oil & Energy

CASE STUDY Tenaska Marketing Ventures

Pipeliner CRM helped Tenaska Marketing Ventures improve cross-company communication and data transparency. TMV needed a CRM that was easy to use and flexible for their growing business. Pipeliner CRM... allowed teams to collaborate better and track customer interactions. The platform was easy to manage without extra staff. After a second rollout post-pandemic, TMV saw a big increase in CRM use and management support. New features like online forms helped with event planning.

Read more →
Information Technology and Services

CASE STUDY Prowareness WeOn Groep

Pipeliner CRM helped Prowareness WeOn Groep keep all customer data in one place. The team gained better sales insights and automated their emails. Pipeliner CRM connected well with their other tools ...and added new features quickly. The system was easy to use and configure, with strong support from the Pipeliner team. Favorite features included the automatizer, product and pricing management, and project tools.

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Financial Services

CASE STUDY Mogen Consulting Financial

Pipeliner CRM helped Mogen Consulting Financial solve business insights, calendar sharing, and customer tracking challenges. The team used Pipeliner CRM to create different pipelines for different pr...oducts. The CRM is highly customizable, which is important for their small business. Mogen Consulting Financial saw greater clarity and efficiency. Favorite features include the scheduling tool, account health, and the visual nature of the product.

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Video

Online Forms with Pipeliner CRM

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Frequently Asked Questions(FAQ)

for Pipeliner CRM

What is 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.

What is Pipeliner CRM used for?

Pipeliner CRM is a CRM Software mainly used by its customers to Increase Sales & Revenue and Enhance Customer Relationships by Engagement Management, Forecasting and Contact List Management .

What are the top features of Pipeliner CRM?

Dashboard, Personalization and Recording are some of the top features of Pipeliner CRM.

Who uses Pipeliner CRM?

Pipeliner CRM is used by Information Technology And Services, Marketing And Advertising and Management Consulting among other industries.

What are Pipeliner CRM alternatives?

Scratchpad, Less Annoying CRM, Teamgate CRM and Monday Sales CRM are popular alternatives for Pipeliner CRM.

Where is Pipeliner CRM located?

Pipeliner CRM is headquartered at 15243 La Cruz Dr Suite 492 Pacific Palisades, CA 90272 United States.
lightning

Peers used Pipeliner CRM for engagement management and forecasting

Pipeliner CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.95/5 ★

Read Reviews (70)
Analytics

4.96/5 ★

Read Reviews (164)
Custom Reports

4.74/5 ★

Read Reviews (543)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.95/5 ★

Read Reviews (70)
Analytics

4.96/5 ★

Read Reviews (164)
Custom Reports

4.74/5 ★

Read Reviews (543)

Pipeliner CRM Integrations

Pipeliner CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export

4.54/5 ★

Read Reviews (125)
Data Import

4.39/5 ★

Read Reviews (332)

Few API Integrations for Pipeliner CRM

Pipedrive

4.48 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

HubSpot CRM

4.38 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Monday.com

4.61 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Pipeliner CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Pipeliner CRM

Pipelinersales Inc. News

Product

Vastly Enhanced Online Forms, Email Tracking - Pipeliner CRM

Pipeliner CRM has released version 5.10, featuring new Voyager AI call transcription and analysis, improved online forms and reports, static profiles, and account health enhancements. Some features are exclusive to higher-tier subscriptions.

Read more →

Pipelinersales Inc. Profile

Company Name

Pipelinersales Inc.

Company Website

https://www.pipelinersales.com/

HQ Location

15243 La Cruz Dr Suite 492 Pacific Palisades, CA 90272 United States

Employees

NA

Social

Facebook Linkedin Twitter

Financials

NA