Customer stories

Product Business Settings

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

Pipeliner CRM Product 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.

How satisfied the customers are with Pipeliner CRM use-cases

Reviews

"It is the best CRM on the market today, don't be fooled by big box or free products." - Margye Solomon
"For many years our management has successfully used Pipeliner, where they can get a real time overview of all internal sales activities simply with the click of a button. More importantly, our sales team love to use it and, as a result, we tracked a... tremendous increase in sales." - Florian Goebel

Pipeliner CRM Customer Insights, Testimonials and Case Studies

How can Pipeliner CRM enhance your Engagement Management process?

Why is Pipeliner CRM the best choice for Forecasting?

How does Pipeliner CRM address your Contact List Management Challenges?

How can Pipeliner CRM enhance your Pipeline Management process?

What makes Pipeliner CRM ideal for Workflow Management?

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.

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.

CUSTOMERS TESTIMONIALS
Pipeliner CRM testimonial

Margye Solomon

Vice President

Envision2bWell Inc

It is the best CRM on the market today, don't be fooled by big box or free products. Testimonial By Margye Solomon
Pipeliner CRM testimonial

Florian Goebel

Managing Director

Gefen

For many years our management has successfully used Pipeliner, where they can get a real time overview of all internal sales activities simply with the click of a button. More importantly, our sales team love to use it and, as a result, we tracked a tremendous increase in sales. Testimonial By Florian Goebel
Pipeliner CRM testimonial

Chris Wigan

Vice President of Sales and Partnerships

Collaboro

Before Pipeliner, we didn’t have an efficient sales process—we were using a combination of Excel and Insightly. I had always worked with Salesforce, but being a small technology business we didn’t need its enormous feature set, and it was too costly for our budget. Testimonial By Chris Wigan
CUSTOMERS TESTIMONIALS
Pipeliner CRM testimonial

Margye Solomon

Vice President

Envision2bWell Inc

It is the best CRM on the market today, don't be fooled by big box or free products. Testimonial By Margye Solomon
Pipeliner CRM testimonial

Florian Goebel

Managing Director

Gefen

For many years our management has successfully used Pipeliner, where they can get a real time overview of all internal sales activities simply with the click of a button. More importantly, our sales team love to use it and, as a result, we tracked a tremendous increase in sales. Testimonial By Florian Goebel
Pipeliner CRM testimonial

Chris Wigan

Vice President of Sales and Partnerships

Collaboro

Before Pipeliner, we didn’t have an efficient sales process—we were using a combination of Excel and Insightly. I had always worked with Salesforce, but being a small technology business we didn’t need its enormous feature set, and it was too costly for our budget. Testimonial By Chris Wigan

Ernest F. Mariani - Consumer Goods - Small

Pipeliner CRM helped Ernest F. Mariani improve sales tracking and customer development. The company struggled with poor support and ineffective CRM tools before switching. Pipeliner CRM impressed the...m with strong support and easy integration. The tool now helps track leads, compare customer purchases, and monitor sales performance. Communication with customers and within the team improved greatly. Management can now see sales landing percentages and address internal issues quickly.

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Lorama Group - Manufacturing - Medium

Pipeliner CRM helped Lorama Group improve sales team transparency and efficiency. The company needed a CRM that worked offline for its international team. Pipeliner CRM Hybrid Version met this need a...nd allowed easy data reporting. Lorama Group valued the system's customization and simple administration. Management gained real-time transparency and unified data collection.

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Headworks International - Manufacturing - Medium

Pipeliner CRM helped Headworks International, a wastewater screening equipment manufacturer, replace Salesforce with a more user-friendly CRM. The sales team found Pipeliner easier to use, with bette...r data visibility and powerful reporting features. The Bubble Chart View and custom filters made it simple to track long sales cycles and manage opportunities. Headworks used multiple pipelines to follow projects from lead to delivery. Onboarding took less than three months, much faster than previous CRM implementations.

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Rockstead Group - Financial Services - Medium

Pipeliner CRM helped Rockstead Group manage two business lines with one flexible CRM solution. The company used Pipeliner to track deals, manage client interactions, and centralize contacts. Executiv...es gained clarity with improved sales activity reporting. Pipeliner also supported operations and marketing, enabling focused client emails. Rockstead Group praised Pipeliner for addressing their unique needs and providing strong support.

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Ernest F. Mariani Company - Food & Beverages - Medium

Pipeliner CRM helped Ernest F. Mariani Company fix sales tracking and customer development. Before, they tried three CRM solutions that failed. With Pipeliner CRM, they improved sales process, lead t...racking, and internal communication. The support team helped with setup and training. Now, they use the CRM to compare customer purchases, track sales targets, and improve closing rates. Communication with customers is much better.

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Choice Hotels Asia-Pac - Hospitality - Large

Pipeliner CRM helped Choice Hotels Asia-Pac achieve its best development year in years. The company needed a way to track sales opportunities and retain data during staff turnover. Pipeliner CRM made... it easy to follow up on deals and analyze success. The system was simple to implement and required only a short training session. Sales reps quickly adopted the CRM, integrating it with Office 365 for better workflow and efficiency.

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Online Forms with Pipeliner CRM

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Peers used Pipeliner CRM for engagement management and forecasting

Pipeliner CRM Features

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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
Data Import

Few API Integrations for Pipeliner CRM

Software Failure Risk Guidance

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for Pipeliner CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Pipeliner CRM

Pipelinersales Inc. News

Product
 

Pipeliner CRM Availability in AWS Marketplace

Pipeliner CRM is now available in the AWS Marketplace, offering AWS customers streamlined access to its AI-powered CRM solutions. This integration allows for enhanced sales productivity and efficient process management, eliminating the need for third-party tools. The availability in AWS Marketplace underscores Pipeliner's commitment to providing flexible and accessible CRM solutions.

Product
 

Pipeliner Newsletter (June 26th, 2025) - Pipeliner CRM

Pipeliner CRM has introduced several product enhancements, including the Voyager AI Reporting Agent, which simplifies reporting with AI-driven insights, and a Visual Email Template Editor for efficient email design. Additionally, Pipeliner CRM has been recognized with the Newsweek AI Impact Award and the CUSTOMER Magazine 2025 CRM Excellence Award, highlighting its leadership in CRM solutions.

Product
 

Pipeliner CRM Celebrates Rapid Expansion with New Products and Back-to-Back Award Wins - Business Wire

Pipeliner CRM has launched two new products: the Voyager AI Real-Time Insights and Recommendations, an AI reporting agent, and the Microsoft Dynamics Booster, which facilitates seamless CRM transitions. Additionally, Pipeliner CRM received the AI Customer Service: Best Outcomes award from Newsweek and the CRM Excellence Award from CUSTOMER Magazine, highlighting its innovative impact in the CRM industry.

Product
 

Pipeliner CRM Celebrates Rapid Expansion with New Products and Back-to ...

Pipeliner CRM has launched two new products: the Voyager AI Real-Time Insights and Recommendations, an AI reporting agent, and the Microsoft Dynamics Booster, which facilitates seamless CRM transitions. Additionally, Pipeliner CRM received the AI Customer Service: Best Outcomes award from Newsweek AI Impact Awards and the CRM Excellence Award from CUSTOMER Magazine.

Pipelinersales Inc. Profile

Company Name

Pipelinersales Inc.

HQ Location

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

Employees

NA

Social

Financials

NA