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

"Tensator has found Pipeliner to be an easy to use business tool, which has both minimised the administrative overhead on our sales team and assisted us in achieving our business goals." - Adrian Day

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 can Pipeliner CRM enhance your Engagement Management process?

Why is Pipeliner CRM the best choice for Forecasting?

What makes Pipeliner CRM ideal for Contact List Management?

How can Pipeliner CRM optimize your Pipeline Management Workflow?

What solutions does Pipeliner CRM provide 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

Adrian Day

Chief Financial Officer

Tensator

Tensator has found Pipeliner to be an easy to use business tool, which has both minimised the administrative overhead on our sales team and assisted us in achieving our business goals. Testimonial By Adrian Day
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

Luke Wittenbraker

Sales and Marketing Director

Mactech

One of my favorite parts as a sales manager is using Pipeliner CRM to run sales campaigns that drive our team to have fun and use the system in a way that drives sales. For example, our January Super Bowl contest resulted in our best January sales results in 5 years and I couldn't have run it witho...ut Pipeliner.

Testimonial By Luke Wittenbraker
CUSTOMERS TESTIMONIALS
Pipeliner CRM testimonial

Adrian Day

Chief Financial Officer

Tensator

Tensator has found Pipeliner to be an easy to use business tool, which has both minimised the administrative overhead on our sales team and assisted us in achieving our business goals. Testimonial By Adrian Day
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

Luke Wittenbraker

Sales and Marketing Director

Mactech

One of my favorite parts as a sales manager is using Pipeliner CRM to run sales campaigns that drive our team to have fun and use the system in a way that drives sales. For example, our January Super Bowl contest resulted in our best January sales results in 5 years and I couldn't have run it witho...ut Pipeliner.

Testimonial By Luke Wittenbraker

Case Studies

COMPANY INDUSTRY CASE STUDIES
Pipeliner CRM case study
Telecommunications
Telecommunications
CASE STUDY MTN Business

MTN Business improved sales pipeline management with Pipeliner CRM, enhancing both office and mobile operations.

Read More
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

Video

Online Forms with Pipeliner CRM

Video Thumbnail

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)

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 News

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.

04/12/2024 - source

Pipelinersales Profile

Company Name

Pipelinersales

HQ Location

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

Employees

NA

Social

Financials

NA