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

"When looking for a CRM, you come across multiple options, however, finding something so rich in features and yet so adaptable and configurable to your business usually requires a full staff to maintain and support. Not the case with Pipeliner, with ...simple training and general intuition this CRM blows many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it." - Eduardo Pinzon

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.

Pipeliner CRM Customer wins, Customer success stories, Case studies

What solutions does Pipeliner CRM provide for Engagement Management?

How can Pipeliner CRM optimize your Forecasting Workflow?

How does Pipeliner CRM facilitate Contact List Management?

How can Pipeliner CRM enhance your Pipeline Management process?

How does Pipeliner CRM address your Workflow Management Challenges?

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

Eduardo Pinzon

Director of Operations

Crestcom Intl

When looking for a CRM, you come across multiple options, however, finding something so rich in features and yet so adaptable and configurable to your business usually requires a full staff to maintain and support. Not the case with Pipeliner, with simple training and general intuition this CRM blo...ws many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it.

Testimonial By Eduardo Pinzon
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
Pipeliner CRM testimonial

Chad Picha

AIM systems engineer

AIM Institute

We had a contractor that we hired to help us find the best tool for our business needs. Many of the solutions that we have investigated—including NetSuite and Salesforce—are just way too big and, for a non-profit, out of our price league. It’s just impossible for a non-profit to pull that off. Testimonial By Chad Picha
CUSTOMERS TESTIMONIALS
Pipeliner CRM testimonial

Eduardo Pinzon

Director of Operations

Crestcom Intl

When looking for a CRM, you come across multiple options, however, finding something so rich in features and yet so adaptable and configurable to your business usually requires a full staff to maintain and support. Not the case with Pipeliner, with simple training and general intuition this CRM blo...ws many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it.

Testimonial By Eduardo Pinzon
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
Pipeliner CRM testimonial

Chad Picha

AIM systems engineer

AIM Institute

We had a contractor that we hired to help us find the best tool for our business needs. Many of the solutions that we have investigated—including NetSuite and Salesforce—are just way too big and, for a non-profit, out of our price league. It’s just impossible for a non-profit to pull that off. Testimonial By Chad Picha

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.

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.

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.

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.

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.

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.

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?

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.
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 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