Pipeliner CRM Reviews & Pricing
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What is Pipeliner CRM?
Industry Specialties: Serves all industries
Pipeliner CRM is a visually oriented customer relationship management solution that stands out for its intuitive interface and feature set. The platform excels in customization, allowing businesses to tailor the CRM to their specific needs without requiring extensive technical knowledge.
Key features include reporting tools, mobile functionality through native iOS and Android apps, and team collaboration capabilities. Pipeliner is well-suited for small to large-sized businesses and sales teams that value visual data representation and ease of use. It can accommodate various industries and use cases, from basic sales tracking to complex, multi-stage sales processes.
User reviews highlight Pipeliner's visual pipeline management as a major strength. Many appreciate the minimal training required to get started with the platform. However, some users have noted challenges with integrations and expressed concerns about pricing relative to available features.
It offers four pricing tiers, ranging from $65 to $150 per user per month when billed annually. The Starter plan, suitable for small teams, requires a minimum of three users. The Enterprise plan at $115 per user per month is the most popular option, offering advanced reporting and customization features.
Pipeliner CRM Pricing
Based on our most recent analysis, Pipeliner CRM pricing starts at $65 (Per User. Monthly).
- Price
- $$$$$
- Starting From
- $65
- Pricing Model
- Per User. Monthly
- Free Trial
- Yes, Request for Free
Training Resources
Pipeliner CRM is supported with the following types of training:
- Documentation
- In Person
- Live Online
- Videos
- Webinars
Support
The following support services are available for Pipeliner CRM:
- Phone
- Chat
- FAQ
- Forum
- Help Desk
- Knowledge Base
- Tickets
- Training
- 24/7 Live Support
Pipeliner CRM Benefits and Insights
Key differentiators & advantages of Pipeliner CRM
- Market Leader: According to our research, Pipeliner CRM stands out as the top solution, outperforming competitors like Zoho and Salesforce. With an impressive analyst rating of 88 and a user satisfaction rating of 94%, it delivers functionalities that serve diverse business needs.
- Enhance Team Collaboration: Our analysts ranked Pipeliner CRM as the top choice for team collaboration. It promotes seamless communication between marketing, sales and operations. The “Feeds” feature acts as a shared workspace, providing a complete history of communications for teams.
- Boost Client Communication: Pipeliner CRM scored 100 in our analysis for its text messaging capabilities. You can reach contacts individually or in bulk and create custom "Feeds Profiles" to display only text messages.
- Optimize Partner Management: Pipeliner received a perfect 100 for its partner scorecard tool in our analysis. You can assess partner performance, identify improvement areas and measure contributions using customizable scorecards.
- Simplify Contract Lifecycle: You can create contracts manually or automatically based on orders and effortlessly track contract details and amendment history. This improves visibility into contractual obligations over time.
Industry Expertise
Suitable for businesses in any industry, it serves specific sectors such as technology, healthcare, landscaping, marketing and the nonprofit space.
Pipeliner CRM Reviews
Based on our most recent analysis, Pipeliner CRM reviews indicate a 'excellent' User Satisfaction Rating of 93% based on 790 user reviews from 5 recognized software review sites.
790 reviews
Synopsis of User Ratings and Reviews
Based on an aggregate of Pipeliner CRM reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.
Pros
Cons
Researcher's Summary:
Through our thorough analysis and tests, we've found Pipeliner CRM to be a reliable and user-friendly solution that stands out in several key areas. Its visual approach to pipeline management makes it easy to track and manage sales opportunities at a glance. We were particularly impressed by how intuitive the interface is — you can get up and running quickly without extensive training.
Pipeliner's customization capabilities let you tailor fields, create custom modules or design specific workflows, adapting to your business needs effortlessly. The mobile apps for iOS and Android are also noteworthy, offering full functionality on the go.
Pipeliner excels in promoting team collaboration, with features like the “Feeds” that keep everyone on the same page. The reporting tools are comprehensive, allowing for detailed insights into your sales processes.
However, it's worth noting that some users have reported challenges with integrations. While Pipeliner likely offers integration options, they may not be as extensive as some other CRMs in the market, like Zoho, Salesforce or Hubspot. Additionally, a few users felt the pricing was on the higher side for the features offered.
All around, Pipeliner CRM is well-suited for organizations that value a clear, visual representation of their sales pipeline and need a system that can grow and adapt to their business. While it offers many advantages, potential users should consider their specific integration needs and budget constraints when evaluating the software.
Key Features
- Lead Tracking and Prioritization: Pipeliner CRM excels in tracking sales leads using pipelines, helping you identify which clients to prioritize. This feature provides a clear visual representation of the sales process.
- Automation: The platform helps ensure timely follow-ups and simplify repetitive tasks. This helps your sales teams maintain consistent communication without the risk of overlooking important touchpoints.
- Voice Caller Integration: You can initiate calls directly from the Pipeliner cloud web application. The calling widget displays the dialed number and reminds users of their outgoing number, improving call management.
- Custom Reports: Pipeliner CRM scored a perfect 100 for its reporting facility. There are three main types of reports: Standard Table, Pivot Table and Advanced Table. Each type offers data analysis and visualization, with options to embed charts on dashboards.
- Opportunity Creation and Pipeline Management: The platform enables easy creation and tracking of opportunities using a pipeline view. It allows you to move opportunities through sales stages, with optional or mandatory tasks and activities for each stage.
- Sales Pipeline / Kanban View: Pipeliner organizes opportunities in a Kanban board, offering visibility across all stages in a single view. This helps your team quickly assess the status of all opportunities.
- Native iOS and Android Apps: The mobile apps offer features like a Notification Center, Document Scanner and Business Card Scanner. You can view accounts and contacts on maps, create new records using their current location, and perform various actions on the go.
Approach to Common Challenges
- Complex User Interface: Pipeliner CRM offers a Kanban-style pipeline view and drag-and-drop functionality, making it easy for users to manage opportunities and navigate the system.
- Poor Data Visualization: Pipeliner excels in data visualization with its reporting tools. Users can create various report types with options to embed charts on dashboards.
- Lack of Automation: The platform offers robust automation capabilities, addressing the common challenge of manual data entry and follow-up management.
- Inadequate Mobile Access: With feature-rich native iOS and Android apps, Pipeliner ensures users have full CRM functionality wherever they are.
Cost of Ownership
- Starter ($65/user/month)
- Business ($85/user/month)
- Enterprise ($115/user/month)
- Unlimited ($150/user/month)
Limitations
- While Pipeliner CRM offers customization options, it cannot create fully custom apps within the platform.
- It doesn't support the creation of hierarchical campaign structures, preventing users from effectively linking related campaigns or organizing multi-tiered marketing initiatives.
- Users might face challenges when connecting the CRM with other business tools or systems due to limited integration options.
Demo Resources
- Free Trial: Pipeliner typically offers a free trial period, allowing users to test the CRM with their own data.
- Demo Videos: Pipeliner often provides demo videos showcasing key CRM functionalities. You can schedule them directly through the vendor’s site.
- Live Webinars: They frequently offer scheduled live webinars where potential users can see the CRM in action and ask questions in real time.
FAQs
Customers
Awards
Pipeliner CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
Relevant Articles
Testimonials
I highly suggest using Pipeliner. It is a tool that has absolutely sky-rocketed our business to where it needs to be.
Test it. Keep it. Use it. Love it.
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.
A top CRM that has all the features and the flexibility you can possibly need and still is easy to learn, administer, configure, and use. The support and development is the best I have ever met for any software.
Due to continued enhancements, every month Pipeliner and its users can grow together. It's not growing in numbers only. It's growing by learning how sales continue to be managed over time.
It is the best CRM on the market today. Don't be fooled by big box or free products.
When looking for a CRM, you come across multiple options; however, finding something so rich in featurs 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.
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A note from Pipelinersales Inc.
CRM is the heart of a business, the operating system, and because of this, you need the right one. If you don’t, you can never be effective. If you’re not effective, you can never become efficient.
Right out of the box, you’ll see how vastly we differ from the “establishment” CRMs, Pipeliner is. In our backend, you’ll find that implementation is not heavy. The shift has been made from complex implementation to business issues that need to be solved. It’s all about workflows, and having your processes correct and not all about setting up the system. This approach means independence for users, instead of heavy dependence on costly administrators. User training, instead of weeks or months, takes hours. And users love the system.
We follow Steve Jobs’ strategy when it comes to the design of our frontend. He said, “It takes a lot of hard work to make something simple, to truly understand the underlying challenges, and come up with elegant solutions.”
You have never experienced a CRM like this with our dynamic, instant visualization!