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.

Cuspera Reviews

Cuspera curates public sources on the Interest such as peer reviews, customer case studies and testimonials and expert blogs along with software vendor provided installation data to help you assess how well Pipeliner CRM solves your CRM needs.

Business Priorities

Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities peers achieved using Pipeliner CRM.

Other priorities:

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

Use Cases

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

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Engagement Management

4.71/5

Read Reviews (93)

"...Pipeliner tech support is via email, and they follow up daily until you reach a solution...." Peer review by Bonnie A., Computer Software
engaging and following up

4.66/5

Read Reviews (83)

engaging with scheduling & cadence

4.34/5

Read Reviews (3)

Forecasting

4.98/5

Read Reviews (81)

"...The point is to capture actionable data to forecast and manage - that is the ONLY purpose of a CRM...." Peer review by Chad P, Co Founder, Marketing and Advertising
Contact List Management with Mobile, Social Media and E-Mail

4.96/5

Read Reviews (67)

"...it has helped in management of contacts,creation and management of leads,helpful analytics and emails integration...." Peer review by Omavwerovwe Precious A, Administrative Specialist
contacts history

3.88/5

Read Reviews (2)

enriching contact list

3.38/5

Read Reviews (1)

PEER EXPERIENCES
Engagement Management

4.71/5

Read Reviews (93)

"...Pipeliner tech support is via email, and they follow up daily until you reach a solution...." Peer review by Bonnie A., Computer Software
engaging and following up

4.71/5

Read Reviews (83)

engaging with scheduling & cadence

4.71/5

Read Reviews (3)

Forecasting

4.98/5

Read Reviews (81)

"...The point is to capture actionable data to forecast and manage - that is the ONLY purpose of a CRM...." Peer review by Chad P, Co Founder, Marketing and Advertising
Contact List Management with Mobile, Social Media and E-Mail

4.96/5

Read Reviews (67)

"...it has helped in management of contacts,creation and management of leads,helpful analytics and emails integration...." Peer review by Omavwerovwe Precious A, Administrative Specialist
contacts history

4.96/5

Read Reviews (2)

enriching contact list

4.96/5

Read Reviews (1)

54+ more Business Use Cases

Our AI advisor, Wyz, harnessed 2659 insights from peers and experts to help you assess how these Pipeliner CRM use cases fit your CRM needs.

Popular Business Setting

for Pipeliner CRM

Top Industries

  • Information Technology and Services
  • Marketing and Advertising
  • Computer Software

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used Pipeliner CRM to Increase sales & revenue and Enhance customer relationships

Peer and Expert Opinion on Features

for Pipeliner CRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Dashboard

4.90/5

Read Reviews (53)
Personalization

3.97/5

Read Reviews (48)
Recording

3.45/5

Read Reviews (31)
Templates

0.38/5

Read Reviews (10)
Alerts: popups & Notifications

3.79/5

Read Reviews (9)
FEATURES RATINGS AND REVIEWS
Dashboard

4.90/5

Read Reviews (53)
Personalization

3.97/5

Read Reviews (48)
Recording

3.45/5

Read Reviews (31)
Templates

0.38/5

Read Reviews (10)
Alerts: popups & Notifications

3.79/5

Read Reviews (9)

IT and Other Capabilities

for Pipeliner CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.54/5

Read Reviews (126)
Data Import

4.39/5

Read Reviews (326)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Export

4.54/5

Read Reviews (126)
Data Import

4.39/5

Read Reviews (326)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.44/5

Read Reviews (284)
Email Support

3.92/5

Read Reviews (40)
Chat Support

3.64/5

Read Reviews (28)
Phone Support

2.90/5

Read Reviews (34)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.44/5

Read Reviews (284)
Email Support

3.92/5

Read Reviews (40)
Chat Support

3.64/5

Read Reviews (28)
Phone Support

2.90/5

Read Reviews (34)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.96/5

Read Reviews (69)
Analytics

4.96/5

Read Reviews (163)
Custom Reports

4.73/5

Read Reviews (547)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.96/5

Read Reviews (69)
Analytics

4.96/5

Read Reviews (163)
Custom Reports

4.73/5

Read Reviews (547)

Failure Risk Guidance Security Report

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for Pipeliner CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Pipeliner CRM

Vendor Profile Details

Company Name

Pipelinersales

HQ Location

15243 La Cruz Drive, Suite 492, Pacific Palisade, California 90272, US

Employees

NA

Social

Financials

NA