9.1
Spot Score
Pipeliner CRM Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
GDPRStarts from $65 / User / Month
Choice Hotels Asia-Pac
Mactech
Drummond
Rockstead Group
AgroCaresTrusted by many companies including Choice Hotels Asia-Pac
Overview
Pricing
Features
Buyer feedback
Alternatives
Customers
Media
Security & Compliance
Support
FAQ
Blogs
SpotSaaS Analysis for Pipeliner CRM
Pipeliner CRM is a powerful tool primarily used by Sales Managers, Account Executives, and Business Development Representatives in medium to large enterprises. A rating of 4.7/5 from 595 reviews indicates broad validation and satisfaction among its users, reflecting its effectiveness and reliability.
Pipeliner CRM excels with its smooth integration capabilities and an intuitive interface that simplifies onboarding, making it an attractive choice for teams looking to streamline their CRM processes. The highly visual dashboards and customizable pipelines offer detailed reporting that enhances user experience and provides actionable insights. However, some users report limitations in editing or revising saved information, which could pose challenges for those needing to make quick data updates.
Quick facts about Pipeliner CRM
What is Pipeliner CRM?
Pipeliner CRM Software is an online customer relationship management system that uses advanced technology to keep your business organized and your client database updated and up to date. The Pipeliner CRM software can be accessed from any computer with an Internet connection, eliminating the need for traditional software.
Pricing
Starts from $65 / User / Month
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
GDPRSingle Sign-On (SSO)
Data residency:Global
Platform
Web + mobile app (iOS & Android)
Installed - Windows
Installed - Mac
Pipeliner CRM Software Demo
Pipeliner CRM was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Pipeliner CRM
- Use cases
- Sales Automation, Martech and Revtech companies, Consulting firms
- Team types
- Sales Managers, Account Executives
- Company size
- 50-500 employees, Medium to Large Enterprises
- Workflow style
- Flexible and configurable
- Setup complexity
- Medium
Why teams choose Pipeliner CRM
Intuitive visual pipeline interface for easy sales process tracking
Highly customizable dashboards and robust reporting & analytics
Offline and mobile capabilities ensuring access without network
Is Pipeliner CRM right for you?
Best for sales teams needing a visual, customizable CRM with offline access.
Choose Pipeliner CRM if
- You want an intuitive visual pipeline to easily track sales processes.
- Your team requires highly customizable dashboards and robust analytics.
- You need offline and mobile CRM access for work without internet.
Consider alternatives if
- You require fast, seamless email and contact synchronization.
- You depend on frequent automated customized report delivery via email.
What buyers should know before shortlisting Pipeliner CRM
Pipeliner CRM has established itself as a standout tool for businesses seeking a user-friendly, powerful, and customizable CRM solution. Its intuitive interface and visual tools make it remarkably easy to navigate, allowing even non-technical users to adapt quickly without extensive training.
The platform offers exceptional flexibility, with features like dynamic data views, seamless automation, and robust reporting capabilities that cater to a range of industries and workflows. Businesses have also highlighted its offline functionality, integration with essential tools like Outlook and Gmail, and the ability to easily create and modify sales pipelines, which are invaluable for tailoring the CRM to unique organizational needs.
Moreover, Pipeliner’s emphasis on visualization and user-focused design enhances both sales team efficiency and managerial oversight, helping to track leads, opportunities, and account health with ease. Its strong customer support has also received consistent praise for aiding smooth implementation and troubleshooting.
On the downside, some users have mentioned minor areas for improvement, such as faster editing of saved information or enhanced email notifications for reports. However, these are overshadowed by the system’s overall performance and adaptability.
For those seeking a cost-effective, highly customizable CRM with real-time insights and comprehensive functionality, Pipeliner CRM is a stellar choice.
Pipeliner CRM pros and cons
- Pipeliner CRM pros
Intuitive visual pipeline interface for easy sales process tracking
Highly customizable dashboards and robust reporting & analytics
Offline and mobile capabilities ensuring access without network
- Pipeliner CRM cons
Limitations in editing or revising saved information
Initial navigation can be overwhelming without thorough onboarding
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Get started with Pipeliner CRM
Start your free trial — no credit card required.
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What is the pricing of Pipeliner CRM?
Pipeliner CRM Pricing Plans
Starter
$65
/User/Month
Account & Contact Management Account Management Contact Management Unlimited Accounts & Contacts Feeds (Built-in Internal Messaging) Import Accounts and Contacts from CSV files Document Management Advanced Document Management (Paid) Custom Template Docs (Office 365 and Google Docs) Custom Template Spreadsheets (Office 365 and Google Docs) Notes Management Account Health (Paid)
Account Management
Contact Management
Unlimited Accounts & Contacts
Feeds (Built-in Internal Messaging)
Show more +
Business
$85
/User/Month
Includes features of Starter plan, plus
Account and Contact Management Account Matrix View
Account Matrix View
Sales Enablement Navigator Dashboard Opportunity and Lead Archive View Multiple Currencies Opportunity Bubble Chart View In-App Notifications
Navigator Dashboard
Show more +
Enterprise
$115
/User/Month
Includes features of Business plan, plus
Process/Workflow Automation Automatizer
Automatizer
Marketing Automation Company Emails
Company Emails
Show more +
Unlimited
$150
/User/Month
Includes features of Business plan, plus
Account & Contact Management Whitespace Account Plans Account Health
Whitespace
Account Plans
Account Health
Show more +
Pipeliner CRM reviews and ratings
Buyer sentiment
Overall, buyers praise Pipeliner CRM for its intuitive visual interface, robust reporting, and offline capabilities, though some find initial navigation challenging and desire better reporting features.
What buyers like
- Ease of use
- Customizable reporting
- Offline and mobile access
Common complaints
- Complex initial navigation
- Limitations in data editing and reporting features
What users are saying
AU
Anonymous User
11/01/23
"A Dynamic sales force at your fingertips"
What do you like best about Pipeliner CRM? Pipeliner has ease of access, online/offline, regardless of your network coverage, you can stay on top of ...
Read more
AU
Anonymous User
11/01/23
"A Dynamic sales force at your fingertips"
What do you like best about Pipeliner CRM? Pipeliner has ease of access, online/offline, regardless of your network coverage, you can stay on top of ...
Read more
CF
Caylee F
06/06/23
"Pipeliner is an awesome CRM system to help me manage my business."
What do you like best about Pipeliner CRM? I love the ability to manage my team's data in a really organized fashion. Automation is also ...
Read more
JK
Jesse K
06/06/23
"Love Pipeliner"
What do you like best about Pipeliner CRM? The dynamic views for data are unparalleled, along with the extensive customization options, which is a ...
Read more
CF
Caylee F
06/06/23
"Pipeliner is an awesome CRM system to help me manage my business."
What do you like best about Pipeliner CRM? I love the ability to manage my team's data in a really organized fashion. Automation is also ...
Read more
AU
Anonymous User
06/06/23
"Sales Manager"
What do you like best about Pipeliner CRM? Pipeliner is great. Easy to use. The flow is great. What do you dislike about Pipeliner CRM?
What are the features of Pipeliner CRM?
Call Logging is an essential feature that enables users to record details about customer calls directly within Pipeliner CRM. This functiona…
The Contact Management feature provides users with a robust system for organizing and managing all interactions with clients and prospects i…
Pipeliner CRM's Customer Support feature offers a centralized hub for managing customer inquiries and feedback. This functionality addresses…
The Lead Scoring feature in Pipeliner CRM helps sales teams prioritize their efforts by assigning scores to leads based on predefined criter…
List Management is a powerful tool within Pipeliner CRM that helps users organize and categorize their contacts, leads, and opportunities ef…
The Marketing Automation feature allows users to streamline their marketing efforts by automating repetitive tasks such as email campaigns,…
The Product Catalog feature allows users to maintain an organized repository of products or services offered by the business within Pipeline…
Pipeliner CRM includes a Project Management feature that enables teams to plan, execute, and track projects seamlessly within the platform.…
The Quotes feature in Pipeliner CRM streamlines the proposal generation process by allowing users to create professional quotes directly wit…
Pipeliner CRM security and data handling
Key compliance certifications and security features for IT and security teams evaluating Pipeliner CRM.
Certifications
Security features
Developer & data
Alternatives to Pipeliner CRM
Recommended
Streamline your sales and build ...
9.0
Very Good
Why buyers keep looking beyond Pipeliner CRM
Users may seek alternatives to Pipeliner CRM due to its pricing structure, which some might find less competitive compared to other CRM options that offer similar features at a lower cost.
Organizations experiencing rapid growth may require more customizable solutions than Pipeliner CRM offers, prompting them to explore alternatives that can better scale with their evolving needs.
Some users might find Pipeliner’s user interface less intuitive than desired, leading them to consider other CRMs that provide a more user-friendly experience and streamlined navigation.
Integration capabilities with existing tools and systems can be a deciding factor; if Pipeliner CRM lacks compatibility, users may look for alternatives that seamlessly connect with their current tech stack.
Businesses focused on specific industries may require specialized features that Pipeliner CRM does not provide, driving them to search for tailored alternatives that better align with their operational demands.
Pipeliner CRM Customers
Choice Hotels Asia-Pac
Mactech
Drummond
Rockstead Group
AgroCares
Lorama Group
LabxPress
Collaboro
Seasonal Impact Contracting
U.S. Dynamics
Pipeliner CRM Support Options
Frequently Asked Questions About Pipeliner CRM
Common questions buyers ask before choosing Pipeliner CRM.
Pipeliner CRM is a CRM Software. Pipeliner CRM offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.
Pipeliner CRM is a strong fit if: You want an intuitive visual pipeline to easily track sales processes.; Your team requires highly customizable dashboards and robust analytics.. Consider alternatives if: You require fast, seamless email and contact synchronization.; You depend on frequent automated customized report delivery via email..
Buyers commonly note the following limitations of Pipeliner CRM: Limitations in editing or revising saved information; Initial navigation can be overwhelming without thorough onboarding; Lack of periodic customized report delivery via email.
Some top alternatives to Pipeliner CRM includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and Pype Intelligent CRM.
Pipeliner CRM offers Free Trial, Subscription pricing models
The starting price of Pipeliner CRM is $65/User/Month
Ready to try it?
Get started with Pipeliner CRM
Start your free trial — no credit card required.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].