Pipeliner CRM Software

Pipeliner CRM Software

Key Features of Pipeliner CRM Software

Pipeliner CRM is a comprehensive sales enablement tool that focuses on enhancing pipeline management, sales processes, and analytics, thereby empowering sales professionals. It stands out due to its visual sales process, which includes detailed profiles and charts designed to assist users in making informed decisions in their sales activities. This visualization aids in identifying key contacts within organizations and guiding users through their sales cycles.

Key features of Pipeliner CRM include:

  1. Sales Force Automation: It automates various sales-related tasks, offering features like customer data management, workflow management, territory management, opportunity management, integration with email clients like Outlook or Gmail, contract management, quote and order management, interaction tracking, and channel/partner relationship management​​.
  2. Customer Service & Support: This includes tools for automating help desk, call center, and field service management, encompassing case management, call center management, and help desk management​​.
  3. Marketing Automation: Pipeliner CRM automates and scales marketing tasks, including lead management and email marketing​​.
  4. CRM Project Management: This function aids in initiating, planning, collaborating, executing, tracking, and closing projects with features for task management, billing and invoicing management, and reporting​​.
  5. CRM Reporting & Analytics: The software offers sales forecasting, pipeline analysis, and customizable reports and dashboards​​.
  6. Customization: It provides options for custom fields, custom objects, a scripting environment for automation, and API for custom integration, allowing businesses to tailor the CRM to their specific needs​​.
  7. Security: Features include single sign-on capability and role-based user permissions, enhancing data security and user access management​​.
  8. Social CRM: The software integrates social media data and facilitates customer engagement through social channels​​.
  9. Integrations with 3rd-party Software: It integrates with various external systems including marketing automation and compensation management software​​.
  10. Platform Accessibility: Pipeliner CRM offers mobile access, ensuring users can manage their CRM activities on mobile or tablet devices​​.

Pipeliner CRM is available in multiple versions, including Pipeliner CRM Cloud, Pipeliner CRM Hybrid (an online/offline system), and mobile CRM apps for iOS and Android. The cloud version is offered in three tiers: Starter, Business, and Enterprise. Additionally, the vendor provides customer service support for implementation, training, and support​​.

The software is compatible with various deployment types like on-premise, SaaS, cloud, or web-based platforms. It supports operating systems such as Windows and Mac, and is accessible on mobile devices across iOS, Android, and Windows Phone​​.

In the competitive landscape, Pipeliner CRM’s main competitors include Zendesk Sell, Pipedrive, and Teamgate CRM​​.


Pipeliner CRM’s performance has been evaluated and reviewed by users across multiple platforms, providing a comprehensive overview of its efficacy and user experience.

  1. Overall Performance and User Interface: Pipeliner CRM has garnered a strong overall rating, with a score of 8.7 out of 10 on TrustRadius, based on 30 reviews and ratings​​. Users have highlighted its fast-to-learn, highly intuitive interface with uniform navigation, which significantly contributes to its ease of use​​.
  2. Day-to-Day Usability in Sales and Administration: Users have reported that Pipeliner CRM is instrumental in streamlining their sales processes, centralizing data, and effectively managing accounts​​. It is used across various departments, particularly in sales, to manage and organize sales activities, including prospecting and lead management​​​​. For administrative purposes, it is intuitive and enables efficient management of sales processes, accounts, contacts, leads, and opportunities​​.
  3. Impact on Organizational Efficiency: The CRM software has been lauded for its ability to make organizations work more flexibly and efficiently, while also saving time​​. It has been particularly useful in providing tools for messaging and communication across different departments, enhancing overall organizational efficiency​​.
  4. Long-Term User Experience: Long-term users have noted significant improvements and evolution in the app since its inception. It has been in use since 2014 in some organizations, indicating its adaptability and sustained utility over time​​.
  5. Additional Ratings and Insights: On Capterra, Pipeliner CRM received an overall rating of 4.6 out of 5 stars based on 214 user reviews. It scored highly in terms of ease of use, customer service, features, and value for money, with a likelihood to recommend rating of 8.9/10​​. Similarly, on Software Advice, it holds an overall rating of 4.6, with users appreciating its ease of use, customer support, value for money, and functionality. Users have commended its user-friendly interface, ease of navigation, functionality, and unique features. However, some users noted the initial setup could be challenging and that the software might be less suitable for businesses requiring support in languages other than English​​.

These insights indicate that Pipeliner CRM is highly regarded for its user-friendly interface, effective sales process management, and overall positive impact on organizational efficiency. Its adaptability and evolution over time further underscore its suitability for a range of business sizes and needs.


  1. Ease of Use: Users have praised Pipeliner CRM for its simple and user-friendly interface, which enhances the overall user experience and learning curve​​​​.
  2. Visual and Graphic Options: The CRM software offers strong visual and graphic options, which aid in better understanding and managing the sales process​​.
  3. Sales Automation: It is effective in automating sales processes, thereby improving sales management and efficiency​​.
  4. Good for Small and Large Scale Businesses: Pipeliner CRM is adaptable and suitable for businesses of various sizes​​.
  5. Offline Work Capabilities: The software provides offline work options, enabling users to work without an internet connection​​.
  6. Social Media Incorporation: Pipeliner CRM integrates well with social media platforms, enhancing social engagement and customer interaction​​.


  1. Learning Curve: Some users find it initially difficult to understand and navigate the system​​.
  2. Language Limitations: The software may not be as suitable for businesses requiring support in languages other than English​​.
  3. Initial Setup Effort: Setting up Pipeliner CRM can require some effort, although it is noted that this is not more than other similar platforms​​.
  4. Pricing: Compared to some competitors, the basic-tier pricing of Pipeliner CRM may not be as low​​.
  5. Security Concerns: There are indications that the software may not have strong security features​​.
  6. Limited Report Customization: The ability to customize reports is somewhat limited, which may be a drawback for businesses needing extensive reporting customization​​.


Pipeliner CRM has made significant strides in enhancing its software capabilities, especially in recent updates. These advancements reflect the company’s commitment to evolving with changing business needs and technology landscapes.

  1. Integration with Popular Tools: One of the notable updates in 2024 was the addition of several technology integrations. This development allows customers to use the Pipeliner CRM platform with their existing systems, integrated through the Pipeliner CRM Apps Marketplace. This expansion includes integrations with over 40 popular tools, encompassing categories such as marketing automation, events and webinars, and e-commerce. For instance, integrations with InfusionSoft, GravityForms, EventBrite, GotoWebinar, Shopify, and Chargify are designed to streamline workflows and enhance efficiency in sales operations​​.
  2. New Analytics Features: Recently, Pipeliner CRM introduced a new reporting and analytics solution. This update offers insights into past, present, and future performance trends, utilizing a range of analytics types, including descriptive, diagnostic, predictive, and prescriptive analytics. These features provide deep visibility into sales pipeline health and enable organizations to gain detailed insights regarding lead generation, sales performance, open versus lost opportunities, and more. This enhancement emphasizes Pipeliner CRM’s commitment to providing actionable insights and data-driven decision-making tools to its users​​.
  3. Launch of Kepler Version: The launch of Kepler, the 4.0 version of Pipeliner CRM, marked a significant enhancement in the software’s capabilities. This update introduced a suite of new project management tools, key account management functionalities, and Salesforce Automation tools. Kepler’s features allow for tracking objectives related to specific projects, visualizing task progress, and linking projects to opportunities, contacts, and accounts. These enhancements are geared towards creating a unified revenue engine for Pipeliner’s clients, streamlining Salesforce Automation, and enhancing key account management tools​​.

These updates demonstrate Pipeliner CRM’s focus on providing comprehensive, integrated, and analytics-driven solutions for sales teams. The software’s evolution reflects a keen understanding of the dynamic nature of sales processes and the need for tools that adapt to and grow with the organization. By continually expanding its capabilities, especially in areas such as technology integration, analytics, and project management, Pipeliner CRM positions itself as a forward-thinking and versatile solution for modern sales teams.


  1. What is Pipeliner CRM?

    Pipeliner CRM is a comprehensive sales enablement software that enhances pipeline management, provides advanced analytics, and offers a range of integrations to optimize sales processes.

  2. What are the key features of Pipeliner CRM?

    Key features include sales force automation, customer service and support tools, marketing automation, CRM project management, reporting and analytics, customization options, security features, social CRM capabilities, third-party integrations, and mobile access.

  3. How does Pipeliner CRM integrate with other tools?

    Pipeliner CRM integrates with over 40 popular tools across categories like marketing automation, events and webinars, e-commerce, including platforms like InfusionSoft, GravityForms, EventBrite, GotoWebinar, Shopify, and Chargify.

  4. What are the latest updates in Pipeliner CRM?

    Recent updates include new technology integrations, the launch of the Kepler 4.0 version with enhanced project management and Salesforce Automation tools, and a new analytics feature providing comprehensive performance insights.

  5. Who can benefit from using Pipeliner CRM?

    Pipeliner CRM is suitable for sales teams across various industries, including financial services, manufacturing, consultancy, transportation, and insurance, looking to optimize their sales processes and improve overall efficiency.

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