Used by 78% ProfessionalsPipeliner CRM Overview
/5
- Linux
- Windows
Pipeliner CRM is a cutting-edge CRM that drives exceptional user engagement. It does not require a full-time admin or expensive certified technical resources, and its advanced mobile apps make it easy to access your data from any device. Plus, a free trial lets you try Pipeliner CRM for free.
About Pipeliner CRM
Pipeliner CRM Features
- Project Management : Allows creating project plans, setting tasks & objectives, and managing project documents.
- Selling Features : Comes with tools for managing leads, pipelines, contacts, and an archive feature for recovering lost leads.
- Automation Engine : Easily automate many routines and repetitive tasks using conditions and triggers.
- Power Panels : Allows modifying current view items including roles, sales units, user profiles, filtering, and data sharing.
- Activities & Communication : Tracks and manages appointments, calls, meetings & tasks.
- Detailed Reporting : Allows generating in-depth reports using dashboards, pivot tables, forecasts, or quotas.
Pipeliner CRM Ratings and Reviews
- Randy TuckerPresident / CTO
As a reseller of the Pipeliner CRM product and others, I really appreciate the quality and user friendliness of Pipeliner. Our prospects and clients really enjoy the same as well as the new features of the 7.x release. Great strides forward.Having that focal point to primarily the sales team enablement, it tends to be used in sales first. As we all understand when the sales team uses a software, it must be good. They don't struggle to use it, they enjoy and realize the benefits of using it.If you are looking to grow your company, start with the sales team and give them a tool like Pipeliner CRM. Let them grow the revenue stream and you grow. Then implement a second or third or fourth or more pipelines to handle the order entry and delivery process. Then the quality control pipe and on and on. We enjoy showing and using the product with our clients.
Provides focus for a sales agents or sales managers - focus on the deal movement, don't allow bottlenecks to go un-noticed. Provides relationship information including an org chart type diagram showing internal and external influencers. Access to your sales funnels while without internet connectivity... ie. flying, etc. Provides action statistics to allow process management and deal management visually. - GEORGE MWENISONGOLEDirect Sales Agent
Pipeliner CRM is used for sales department only in our Organization, it it helps a lot to our department and the organization as a whole how to manage sales and increase of revenues.
Built-in email marketing feature. Should include video conferencing calls. Easy access to customer support.
