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

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(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

"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?

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.

"...It has helped me serve my clients better by managing their own client via follow up...." Peer review by Nnaemeka Christian D, Software Developer

What makes Pipeliner CRM ideal for 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.

"...Sales Analytics Analytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance). ..." Product & Sales Resource Center

How does Pipeliner CRM facilitate 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.

"...In summary, social collaborating features and social network integration, contact and account management, task and activity management, opportunity and pipeline management, case management, call center features, support analytics...." Peer review by ubong a, Field Sales Supervisor, Marketing and Advertising

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.

"...The real approach of pipeline management results in best support for sales people in their daily work...." Peer review by User in Computer Software, Computer Software

Why is Pipeliner CRM the best choice 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
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
Patrick Bauer President Amherst Brands	I highly suggest using Pipeliner, it is a tool that has absolutely sky-rocketed our business to where it needs to be. To have great technology behind you that is going to do that as well as support from a very, very good team that is always available, you can rest assured that Pipeliner is going to... be an excellent choice for you. Testimonial By Patrick Bauer
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
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
Patrick Bauer President Amherst Brands	I highly suggest using Pipeliner, it is a tool that has absolutely sky-rocketed our business to where it needs to be. To have great technology behind you that is going to do that as well as support from a very, very good team that is always available, you can rest assured that Pipeliner is going to... be an excellent choice for you. Testimonial By Patrick Bauer
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
Rockstead Group 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
Mark Hertz Company Real Estate	Real Estate	CASE STUDY Mark Hertz Company Mark Hertz Company used Pipeliner CRM to efficiently resolve property violations in NYC, enhancing their service speed and effectiveness. Read More
Prisma Solutions Information Technology and Services	Information Technology and Services	CASE STUDY Prisma Solutions Introducing Pipeliner CRM streamlined Prisma Solutions' sales process, centralizing customer information and enhancing planning tools. 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 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

Pipedrive

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Monday.com

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

HubSpot CRM

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for Pipeliner CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Pipeliner CRM

Pipelinersales Inc. 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 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

NA

Social

Financials

NA