Pipeliner CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Pipeliner CRM
Brand: Pipeliner CRM
Rating: 4.69 (2688 reviews)

4.69 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(2688)

Pipeliner CRM | Sales CRM Software - Sales Enablement

AI Powered

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

"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, 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

How efficiently Does Pipeliner CRM manage your Engagement Management?

Pipeliner CRM helps sales teams manage sales processes, coach and motivate professionals, and maintain proper sales cadence. The platform allows for easy lead management and follow-up, improving sales efficiency. It may be challenging to add detailed notes or follow-up information to leads.

"...Ease of use, visual/aesthetic ability is fantastic (really helps to keep staff engaged), and support provided to help get you up and running...." Peer review by Michael Levitt, Marketing and Advertising

Read Reviews

How efficiently Does Pipeliner CRM manage your Forecasting?

Pipeliner allows you to track leads and analyze opportunities to forecast sales. The software offers powerful forecasting, reporting, and data visualization tools. Pipeliner helps you create accurate sales forecasts and improve sales performance.

"...The forecasting and reporting features plus the wealth of views and tools to visualize our sales information in a variety of ways are so powerful and easy to use it..." Peer review by Craig W., Marketing and Advertising

Read Reviews

How efficiently Does Pipeliner CRM manage your Contact List Management?

Pipeliner CRM provides a central location for managing all company contacts, replacing individual spreadsheets and email lists. The software offers visual contact management, enabling users to view customer relationships and their influence on sales. However, the Outlook integration may create duplicate contacts when composing new emails.

"...Contacts Management Accounts Management Leads Management Opportunities Management Tasks Management Appointments Management Feeds Dashboards Voyager Smart CRM AI View all contacts, accounts, leads, opportunities, tasks, and appointments or feed messages--without switching between Pipeliner CRM and your Android device...." Pipeliner CRM Mobile And Pricing For Your Business - The Most Vital Mobile CRM Features, Anytime, Anywhere.

Read Reviews

How can Pipeliner CRM optimize your Pipeline Management Workflow?

Pipeliner CRM helps sales teams manage their sales processes, track customer interactions, and monitor the progress of deals. It provides insights into sales team performance and helps businesses make informed decisions about customer acquisition and retention. However, the tool may not be suitable for organizations with highly complex sales processes or requiring extensive customization options.

"...What I love about pipeliner CRM is the easy customization and configuration of the system, which anyone can administer, the user friendly interface ,which helps to learn faster with ease,and with less stress, as a salesperson or sales manager, pipeliner CRM is the best option, because,this is the only Application that has a context-sensitive help built right in the product,and it has a self guided learning...." Peer review by User

Read Reviews

How can Pipeliner CRM optimize your Workflow Management Workflow?

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
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
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
Catherine Austill Print & Marketing Advisor Graphic Partners	Whether your team is one person or many people, Pipeliner CRM can be as simple or sophisticated as you need it to be. Its features and functionality make it a great CRM at a great price point. Testimonial By Catherine Austill

CUSTOMERS	TESTIMONIALS
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
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
Catherine Austill Print & Marketing Advisor Graphic Partners	Whether your team is one person or many people, Pipeliner CRM can be as simple or sophisticated as you need it to be. Its features and functionality make it a great CRM at a great price point. Testimonial By Catherine Austill

Case Studies

Manufacturing

CASE STUDY Headworks International

Pipeliner CRM helped Headworks International improve sales process management. The company switched from Salesforce due to ease of use and better data visibility. Pipeliner's visual tools made it eas...ier to target key opportunities and manage long sales cycles. Reporting and filtering features saved time and improved forecasting. Headworks implemented the system in under three months, much faster than previous CRM rollouts.

Financial Services

CASE STUDY Rockstead Group

Pipeliner CRM helped Rockstead Group manage two different business lines. The company needed a flexible CRM for both review services and their Yabber software platform. Pipeliner CRM tracked deals, i...mproved executive reporting, and increased staff engagement. The team valued Pipeliner's focus on their unique needs and its easy-to-use interface. They also used Pipeliner for operations and marketing, not just sales.

Telecommunications

CASE STUDY MTN Business

Pipeliner CRM helped MTN Business manage and track their sales pipeline both in the office and on the go. The tool let them assign and follow up on leads, set targets, and monitor performance with ea...sy-to-use dashboards. MTN Business customized Pipeliner CRM to fit their sales team's needs with little IT help. The sales team quickly learned the system and used it on laptops and tablets. Pipeliner's support team gave helpful advice and answered questions fast.

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.

Hospital & Health Care

CASE STUDY LabXPress

Pipeliner CRM helps LabXPress track over 4,000 clients and manage sales activities. Before Pipeliner, LabXPress used Excel, which made tracking hard and details easy to miss. With Pipeliner CRM, the ...team can see monthly volume and revenue from each doctor. Sales reps find information quickly in the field using their phones and tablets. The system makes tracking opportunities simple and helps sales managers oversee their teams. LabXPress recommends Pipeliner CRM for its ease of use and strong support.

Real Estate

CASE STUDY Mark Hertz Company

Pipeliner CRM helped Mark Hertz Company move from paper files to a digital system. The company used Pipeliner CRM to manage complex property violation processes in New York City. The multiple pipelin...es feature let them organize six different workflows. Customization and easy onboarding were key benefits. Staff found the system intuitive and visually appealing. The company highly recommends Pipeliner CRM for streamlining business operations.

Online Forms with Pipeliner CRM

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.

Peers used Pipeliner CRM for engagement management and forecasting

Pipeliner CRM Competitors

More Pipeliner CRM Alternatives...

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

Software Failure Risk Guidance

for Pipeliner CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Pipeliner CRM

Pipelinersales Inc. News

Product 20/08/2025

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 06/08/2025

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 07/07/2025

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.

Product 04/12/2024

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.

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

Social

Financials

Pipeliner CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Pipeliner CRM | Sales CRM Software - Sales Enablement

Failure Risk for Pipeliner CRM ?

Pipeliner CRM Overview

Use Cases

Business Priorities

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

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Pipeliner CRM Use Cases

How efficiently Does Pipeliner CRM manage your Engagement Management?

How efficiently Does Pipeliner CRM manage your Forecasting?

How efficiently Does Pipeliner CRM manage your Contact List Management?

How can Pipeliner CRM optimize your Pipeline Management Workflow?

How can Pipeliner CRM optimize your Workflow Management Workflow?

59+ more Business Use Cases

Customer Testimonials

Case Studies

CASE STUDY Headworks International

CASE STUDY Rockstead Group

CASE STUDY MTN Business

CASE STUDY Tenaska Marketing Ventures

CASE STUDY LabXPress

CASE STUDY Mark Hertz Company

Video

Online Forms with Pipeliner CRM

Frequently Asked Questions(FAQ)

What is Pipeliner CRM?

What is Pipeliner CRM used for?

What are the top features of Pipeliner CRM?

Who uses Pipeliner CRM?

What are Pipeliner CRM alternatives?

Where is Pipeliner CRM located?

Peers used Pipeliner CRM for engagement management and forecasting

Pipeliner CRM Competitors

Pipeliner CRM Features

Pipeliner CRM Integrations

HubSpot CRM

Monday.com

Pipedrive

Software Failure Risk Guidance

Pipelinersales Inc. News

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

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

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

Vastly Enhanced Online Forms, Email Tracking - Pipeliner CRM

Pipelinersales Inc. Profile