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#33

Pipeliner CRM is ranked #33 in the Travel Agency Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Pipeliner CRM Pricing

Based on our most recent analysis, Pipeliner CRM pricing starts at $65 (Per User. Monthly).

Price
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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:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Pipeliner CRM Benefits and Insights

Why use Pipeliner CRM?

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

Average customer reviews & user sentiment summary for Pipeliner CRM:

User satisfaction level icon: excellent

790 reviews

93%

of users would recommend this product

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

  • Visual Pipeline Management: Users appreciated Pipeliner's visual pipeline feature, which provides a clear overview of all critical data points.
  • Ease of Use: The platform is user-friendly and requires minimal training to get started.
  • Customizable Features: Pipeliner offers extensive customization options, allowing users to mold the software to their exact needs and easily adjust as their business evolves.

Cons

  • Limited Integrations: Users mentioned challenges with integrating Pipeliner with other business apps.
  • Pricing: Some users expressed concerns about the pricing, saying they expected more features for the price point.

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

Frequently asked questions regarding Pipeliner CRM pricing include:

Q: What are the different pricing tiers of Pipeliner CRM?
A: Pipeliner offers four pricing tiers:

  • Starter ($65/user/month)
  • Business ($85/user/month)
  • Enterprise ($115/user/month)
  • Unlimited ($150/user/month)

Each tier is designed to cater to different business sizes and needs, with increasing functionality as you move up the tiers.

Q: Is there a minimum number of users required?
A: Yes, the Starter plan requires a minimum of three users. This minimum requirement ensures that even small teams can effectively collaborate and use the CRM's features.

Q: Does Pipeliner offer a free trial?
A: Yes, all pricing tiers offer a "Try For Free" option. This allows potential customers to test the software's features and functionality before committing to a paid plan.

Q: What features does the Starter plan offer?
A: The Starter plan includes basic sales management, tracking and collaboration features. This plan is ideal for small teams or businesses just beginning to implement a CRM system.

Limitations

At the time of this review, these are the limitations according to user feedback:

  • 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

Frequently asked questions regarding Pipeliner CRM include:

Q: Is Pipeliner CRM easy to use?
A: Pipeliner CRM is designed to be user-friendly, with many users finding it intuitive and easy to navigate. However, the complexity of your sales process may influence how easy you find it to use.

Q: Can I customize Pipeliner CRM to fit my business requirements?
A: Yes, Pipeliner CRM offers customization options to tailor the software to your needs. You can adjust fields, pipelines and workflows to match your sales process.

Q: Can Pipeliner CRM integrate with our existing email and calendar systems?
A: Yes, Pipeliner CRM offers integration capabilities with popular email and calendar platforms, such as Gmail, Outlook and Google Calendar.

Q: Does Pipeliner CRM offer sales forecasting capabilities?
A: Yes, Pipeliner CRM includes sales forecasting tools to help you predict future revenue based on your pipeline data.

Customers

  • amherst brands Software Tools
  • commonwealth Software Tools
  • crest Software Tools
  • envision Software Tools
  • Mactech Software Tools
  • proaware Software Tools
  • rockstead-logo Software Tools
  • steil Software Tools
  • tactcal Software Tools

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.

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!

- Nikolaus Kimla, Founder & CEO

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