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

"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." - Chris Wigan

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 enhance your Forecasting process?

How does Pipeliner CRM facilitate Contact List Management?

How can Pipeliner CRM enhance your Pipeline Management process?

Why is Pipeliner CRM the best choice for Workflow Management?

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

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
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
Pipeliner CRM testimonial

Denise Schmidt

Sales Operations Manager

First Tactical

Pipeliner has been game-changing for my sales team. I love how easy it is to change the fields to accommodate our goals and the information we need to capture. The reporting tool is so easy to work with, I have used other CRM's and this has to be the most user-friendly program I have ever used. Testimonial By Denise Schmidt
CUSTOMERS TESTIMONIALS
Pipeliner CRM testimonial

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
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
Pipeliner CRM testimonial

Denise Schmidt

Sales Operations Manager

First Tactical

Pipeliner has been game-changing for my sales team. I love how easy it is to change the fields to accommodate our goals and the information we need to capture. The reporting tool is so easy to work with, I have used other CRM's and this has to be the most user-friendly program I have ever used. Testimonial By Denise Schmidt

Rockstead Group - Financial Services

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.

Read on →

MTN Business - Telecommunications

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.

Read on →

Mark Hertz Company - Real Estate

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.

Read on →

LabXPress - Hospital & Health Care

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.

Read on →

Headworks International - Manufacturing

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.

Read on →

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?

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
Data Import

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