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.
Business Priorities
Increase Sales & Revenue and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Pipeliner CRM.
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
Peer review evidence (same sources as the product rating summary)
"...They have been very responsive when I have questions and have good follow up...." Peer review by Karen C., Computer & Network Security
"...Its sales dynamic target settings make Pipeliner an excellent sales application that delivers accurate sales forecasts you can immediately act upon...." Peer review by James P, MARKETING, Oil & Energy
"...It has drastically lowered costs and has reduced the risk of failure and also great with lead management and opportunity tracking and its social selling contact management is perfect and it helps me with the stages of the sale...." Peer review by Nonde S, Sales Marketing Consultant, Marketing and Advertising
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 Are the key features of Pipeliner CRM for Engagement Management?
Why is Pipeliner CRM the best choice for Forecasting?
How efficiently Does Pipeliner CRM manage your Contact List Management?
How does Pipeliner CRM address your Pipeline Management Challenges?
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 |
|---|---|
|
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 |
|
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. |
|
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 |
|---|---|
|
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 |
|
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. |
|
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 |
Online Forms with Pipeliner CRM
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?
What are the top features of Pipeliner CRM?
Who uses Pipeliner CRM?
What are Pipeliner CRM alternatives?
Where is Pipeliner CRM located?
Peers used Pipeliner CRM for engagement management and forecasting
Pipeliner CRM Competitors
Pipeliner CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (70) |
| Analytics | Read Reviews (164) |
| Custom Reports | Read Reviews (543) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (70) |
| Analytics | Read Reviews (164) |
| Custom Reports | Read Reviews (543) |
Pipeliner CRM Integrations
Pipeliner CRM integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Pipeliner CRM
Software Failure Risk Guidance
?for Pipeliner CRM
Overall Risk Meter
Top Failure Risks for Pipeliner CRM
Pipelinersales Inc. News
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.
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.
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.
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.
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
