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

"Currently we are using it to note everything that we’re doing for every different office. We have over 4,000 clients, and keeping up on when we were there and what we did can be cumbersome. Pipeliner is helping us do that, as well as keeping up with... my sales reps and any opportunities that they have." - Erowyn Symolon

Pipeliner CRM, Teamgate CRM, Capsule CRM, Scratchpad, Siebel 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 does Pipeliner CRM facilitate Engagement Management?

How can Pipeliner CRM optimize your Forecasting Workflow?

What solutions does Pipeliner CRM provide for Contact List Management?

What Are the key features of Pipeliner CRM for Pipeline Management?

What Are the key features of Pipeliner CRM for Workflow Management?

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

Erowyn Symolon

Sales Manager

LabxPress

Currently we are using it to note everything that we’re doing for every different office. We have over 4,000 clients, and keeping up on when we were there and what we did can be cumbersome. Pipeliner is helping us do that, as well as keeping up with my sales reps and any opportunities that they hav...e.

Testimonial By Erowyn Symolon
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

Johann Jessenk

Sales and Business Development Manager

Prisma Solutions

Due to continued enhancements, every month Pipeliner and its users can grow together,” he concluded. “It’s not growing in numbers only. It's growing by learning how sales continue to be managed over time. Testimonial By Johann Jessenk
CUSTOMERS TESTIMONIALS
Pipeliner CRM testimonial

Erowyn Symolon

Sales Manager

LabxPress

Currently we are using it to note everything that we’re doing for every different office. We have over 4,000 clients, and keeping up on when we were there and what we did can be cumbersome. Pipeliner is helping us do that, as well as keeping up with my sales reps and any opportunities that they hav...e.

Testimonial By Erowyn Symolon
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

Johann Jessenk

Sales and Business Development Manager

Prisma Solutions

Due to continued enhancements, every month Pipeliner and its users can grow together,” he concluded. “It’s not growing in numbers only. It's growing by learning how sales continue to be managed over time. Testimonial By Johann Jessenk

Case Studies

COMPANY INDUSTRY CASE STUDIES
Pipeliner CRM case study
Professional Training & Coaching
Professional Training & Coaching
CASE STUDY Rockstead Group

Rockstead Group effectively addressed key issues with Pipeliner CRM, enhancing their process and recommending it to other companies.

Read More
Pipeliner CRM case study
Oil & Energy
Oil & Energy
CASE STUDY Tenaska Marketing Ventures

Pipeliner CRM provided Tenaska Marketing Ventures with improved visibility, flexibility, and relationship management.

Read More
Pipeliner CRM case study
Manufacturing
Manufacturing
CASE STUDY Headworks International

Headworks International improved precision targeting of key opportunities using Pipeliner CRM, enhancing their wastewater screening equipment sales.

Read More

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?

Teamgate CRM, Capsule CRM, Scratchpad and Siebel 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)

Software Failure Risk Guidance

?

for Pipeliner CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Pipeliner CRM

Pipelinersales Profile

Company Name

Pipelinersales

HQ Location

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

Employees

NA

Social

Financials

NA