Pipeliner

Pipeliner CRM

Composite Score

7.7 /10

CX Score

7.7 /10

47 Reviews Write a Review

Get Demo

In Partnership With SelectHub

Claim Software

What is Pipeliner CRM?

Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own.

Company Details

Book a Free Demo Today!

See it in action with a free demo.

Click below to sign up on our partner's website.

Get Demo

In Partnership With SelectHub

Awards & Recognition

Pipeliner CRM won the following awards in the Customer Relationship Management - Midmarket category

Filter By

7 Top Rated Capabilities

2 Top Rated Features

2024

2022 Data Quadrant Gold Medalist

2022

8 Top Rated Capabilities

1 Top Rated Features

2022

2022 Emotional Footprint Champion

2022

Strategy and Innovation
Service Experience
Product Impact
Conflict Resolution

2022

2021 Data Quadrant Gold Medalist

2021

Pipeliner CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Pipeliner CRM.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

92 Likeliness to Recommend

97 Plan to Renew

80 Satisfaction of Cost Relative to Value

{y}

{name}

Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+91 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Pipeliner CRM?

3% Negative

4% Neutral

93% Positive

Pros

Efficient Service
Enables Productivity
Trustworthy
Unique Features

Feature Ratings

Average 82

Sales Management

Account and Contact Management

Collaboration

Lead Management

Analytics and Reporting

Activity and Workflow Management

Customer Service Management

Marketing Management

Quote Contract and Proposal

Telephony and Call Center Management

Mobile

Vendor Capability Ratings

Average 83

Ease of Data Integration

Usability and Intuitiveness

Ease of Implementation

Quality of Features

Ease of Customization

Ease of IT Administration

Business Value Created

Vendor Support

Availability and Quality of Training

Breadth of Features

Product Strategy and Rate of Improvement

Pipeliner CRM Reviews

Chantelle C.

Role: Information Technology
Industry: Consulting
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Jun 2021

Great product and easy to use!

Likeliness to Recommend

8 /10

What differentiates Pipeliner CRM from other similar products?

I love that it is a drag and drop platform so it’s super intuitive for anyone to use and visual learners especially. It’s easy to throw up on the screen in meetings and move things based on projects and leads and sales live in the meeting.

What is your favorite aspect of this product?

I love the ability to customize the fields and the ease of building reports. The dashboard is well thought out and visually pleasing.

What do you dislike most about this product?

Integration with phone systems are a bit complicated but still doable.

What recommendations would you give to someone considering this product?

I would recommend doing the demos for sure and then drawing out your ideal workflows before building any on the platform. That way you will be able to tweak it on the front end rather than having to switch things really often.

Pros

Enables Productivity
Trustworthy
Efficient Service
Effective Service

Mbili M.

Role: C-Level
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jun 2021

Excellent Product Indeed. Worth every penny

Likeliness to Recommend

10 /10

What differentiates Pipeliner CRM from other similar products?

The AI integration, Ease of use and it was designed by salespeople for salespeople.

What is your favorite aspect of this product?

The mobile app and web clipper.

What do you dislike most about this product?

I do not dislike anything about the product.

What recommendations would you give to someone considering this product?

The value is worth every penny

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Wael H.

Role: Sales Marketing
Industry: Technology
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Jun 2021

Fantastic product, a bit pricey for small teams

Likeliness to Recommend

9 /10

What differentiates Pipeliner CRM from other similar products?

Pipeliner is designed to serve its customers based on a deep understanding of B2B sales environments & CRM best practices using the most advanced technologies. It's been made scalable and customizable. if you are a one to pick Pipeliner for your organization/team, you'd need to be well-versed in sales strategies and processes. If you are looking to map and customize your sales/customer success processes into structured pipelines and have your team to update their notes/records regularly, then Pipeliner would be the best choice for you. Pipeliner is easy to use and to customize-it's a long term winning position in CRM space.

What is your favorite aspect of this product?

The ease of use The ease of customization Easy and Fast on-boarding The user-friendly mobile app The great customer support The continuous improvements of the product The mobile app business card to text feature The mobile app voice to text feature (for the notes) The scalable back-end technologies The rich training and educational materials available online The possibility of using the dashboard with different graphical views Data migration tools from previous CRMs are all available and super easy to use

What do you dislike most about this product?

It's pricey in compare with other CRM products in the market. No marketing campaigns module. If an enterprise went very big, Pipeliner won't be a suitable option when they require their own developers to make changes on it. Some forms have unnecessary mandatory fields.

What recommendations would you give to someone considering this product?

Set up your sales plan, strategy and process. Go through the product. Check the cloud-based provider, the used technologies, all the way up until the features and the user interface of the product. Make sure that it's suitable for your short and long term goals. ensure how easy to onboard in case you need to migrate from previous products. Gets some hands-on practice using a free demo.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Pipeliner CRM

What is Pipeliner CRM?

Company Details

Book a Free Demo Today!

Awards & Recognition

2022 Data Quadrant Gold Medalist

2022 Emotional Footprint Champion

2021 Data Quadrant Gold Medalist

Pipeliner CRM Ratings

92 Likeliness to Recommend

97 Plan to Renew

80 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+91 Net Emotional Footprint

How much do users love Pipeliner CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Activity and Workflow Management Text or code-based and visual workflow designers.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Pipeliner CRM Reviews

Chantelle C.

Great product and easy to use!

Likeliness to Recommend

Pros

Mbili M.

Excellent Product Indeed. Worth every penny

Likeliness to Recommend

Pros

Wael H.

Fantastic product, a bit pricey for small teams

Likeliness to Recommend

Pros

Most Popular Pipeliner CRM Comparisons

HubSpot Sales Hub

Pipedrive

Zoho CRM

SugarCRM

monday.com

Sage CRM

Feature Ratings

Sales Management

Account and Contact Management

Collaboration

Lead Management

Analytics and Reporting

Activity and Workflow Management

Customer Service Management

Marketing Management

Quote Contract and Proposal

Telephony and Call Center Management

Mobile

Vendor Capability Ratings

Ease of Data Integration

Usability and Intuitiveness

Ease of Implementation

Quality of Features

Ease of Customization

Ease of IT Administration

Business Value Created

Vendor Support

Availability and Quality of Training

Breadth of Features

Product Strategy and Rate of Improvement