This post was most recently updated on December 15th, 2020

Last Updated on 8 months by RichBohn

This CRM Review examines Pipeliner

In-Depth CRM Review

Pipeliner

About the Company:

Where We Are

Headquartered in Los Angeles, California and Vienna, Austria, Pipeliner spans every continent. We have offices in the UK, Sweden, Slovakia, India, the Middle East, and Asia/Pacific.

Who We Are

Pipelinersales Inc. thrives as a powerful IT culture. Our award-winning team includes technical consultants, sales professionals, and CRM experts–some of whom helped to found the CRM industry.

What We’ve Done

Our technical team has worked together for many years, most recently creating the power behind the global platform of World-Check (acquired by Thomson Reuters). This software, used by more than 5,000 banks, connects and integrates governance, risk, and compliance processes across organizations.

We have a track record of being a innovative and forward-thinking company with proven product development—delivering software products on time and fully functional.

What We Do Now

We are building a next-generation CRM—one that works with the entrepreneurial personality of sales professionals to help them do their jobs more productively and more effectively. Our unique graphical interface brings the pipeline into sharp focus, informing the sales process and guiding sales activities.

Designed by sales professionals for sales professionals, Pipeliner CRM helps close the gap between the transparency requirements of C-level executives and the day-to-day operational needs of sales professionals.

Why We Do It

Simply put, we want to help salespeople close more deals, and we have developed a new kind of CRM that makes it easier for them to do that.

Every time a salesperson opens their Pipeliner CRM screen, they see the evidence that using the system is improving their worklife by saving them time and focusing them on activities that get them closer to turning opportunities into closed deals. It’s noteworthy that sales teams embrace and adopt Pipeliner CRM eagerly, and that salespeople entrust us with their “book of business.”

Today, Pipeliner CRM is proving its value to thousands of users.

About the Product:

Pipeliner CRM Cloud is available in three versions: Starter, Business & Enterprise and delivers a level of visualization and instant, dynamic insights unrivaled in the CRM space. This ensures a supreme user experience, short learning curve plus high and rapid adoption rates.

Its unique administration backend means that non-technical users can easily configure the system, so no programmers, consultants or systems integrators and there is no need for an expensive, full-time administrator which saves companies money and minimizes risk.

Pipeliner CRM Cloud is the latest addition to a product line that already includes Pipeliner CRM Hybrid, an online/offline system as well as the market leading IOS and Android Mobile CRM Apps.

With the release of the cloud version, Pipeliner CRM can now service the largest addressable market of any CRM given that it now has superior products for those who want a cloud-only CRM as well as those who require robust offline capabilities and those who need the most effective mobile CRM app available.

Account Management

In Pipeliner, the basic data form is the account. Pipeliner presents numerous different views for accounts, as it does for other elements: Compact View, Pipeline View, Bubble Chart View, Card View, and List View.

Compact View
The most convenient way to see everything for one account is the Compact View. In Accounts, the Compact View displays all the important data about that account. Part of this data is all of the contacts associated with that account.

Within the Accounts Compact View, you can see that account’s latest activities—the vital day-to-day operations of salespeople. You can also see activities in Account screens. In addition, you can see the business metrics overview of leads, opportunities, account hierarchy, contacts, activities, and notes.

The Feeds section of the screen is where the latest communication information for that account can be seen: email, phone notes, and social media posts. Feeds also contains an internal messaging system so that you can instantly communicate with other team members.

Pipeline View—Card View
The Pipeline View visually shows you exactly where all of your live opportunities are situated within your sales pipeline. Simply drag-and-drop opportunities from one sales stage to the next. Hover over an opportunity to see its Card View, and drill down from the Card View see full data on the account.

Bubble Chart View
Pipeliner Bubble Chart View gives you yet another view of your opportunities, graphically providing the most relevant aspects of every deal. It is a 3D Map of your opportunities, showing:

• In which sales process stage the deal resides
• The estimated close date
• The size of the deal

Sales pipeline stages run up the left-hand side. The timeline runs from left to right, and the size of the deal is expressed in the size of the “bubble.” Simply mouseover or click on a bubble for a closer view of that deal.

Dynamic Org Chart
In addition to just listing them out, Pipeliner makes unique use of an account’s contacts. From the account screen, you have access to the Org Chart. Building an Org Chart is as simple as just selecting the Contacts associated with the Account, and then assigning and arranging them according to where they sit in the organization and who they report to.

With our Parent Account feature, you can assign a parent account to an existing account—for example, XYZ Company could be assigned as a parent account to ABC Company. This feature also allows the assignment of multiple accounts under one account. This relationship can also be shown in the Org Chart—and Pipeliner is the only CRM to offer such functionality visually.

Contact Management

Our all-in-one Contact View allows you to see and manage your contacts like never before!

Dynamic Contact Management
As with other functions commonly found in CRM applications, contact management within Pipeliner goes well beyond ordinary contact management—it is totally visual and dynamic.

Pipeliner has made it as easy as possible to locate the information you’re looking for. From the account view, you can readily see all associated contacts and opportunities. From opportunities, you can view related accounts and contacts.

Likewise when accessing a contact, you can immediately see the opportunities, activities, tasks, notes, social messages and email, and other information related to that contact—in one view. You can then click on any needed item within the contact for more data.

Pipeliner allows you to connect any web page from an external web site such as Google Maps to a contact.

From the contact, you can immediately send messages, and add opportunities, activities and documents to the contact view without ever leaving the screen. You can also associate activities and reminders to that contact, and set up email notifications to update you (or others associated with this contact) when events occur. And as with many functions in Pipeliner, the fields within the contact view are customizable.

Multiple Contacts and Multiple Accounts
A contact can, in the real world, be related to more than one account. If this is the case, Pipeliner allows you to reflect that fact in CRM, too. In fact, we’re the only CRM that allows you to connect multiple contacts to multiple Accounts.

Pipeliner’s Auto-Profiling feature makes it easy for you to fill in contact data. Simply fill in an email address and Pipeliner will search out and add in picture, address, telephone, social accounts and more.

Additionally you can see, right away, the last time this contact was contacted, and by whom.

A contact can, in the real world, be related to more than one account. If this is the case, Pipeliner allows you to reflect that fact in CRM, too. In fact, we’re the only CRM that allows you to connect multiple contacts to multiple Accounts.

Pipeliner’s Auto-Profiling feature makes it easy for you to fill in contact data. Simply fill in an email address and Pipeliner will search out and add in picture, address, telephone, social accounts and more.

Additionally you can see, right away, the last time this contact was contacted, and by whom.

Email Integration

Pipeliner CRM includes full email integration—from within the application. While the number of communication platforms and applications continues to mount daily, there is one which has been there since the beginning, and which will very likely always be with us: email.

In the past, email integration with CRM has often been problematic: Email might be integrated with your CRM application if the email client Save and your CRM were from the same vendor. Or some cross-platform integration might have been possible. Or, in many cases, there was no integration and the user always had to go outside CRM and handle email with its native email client only.

But with Pipeliner… virtually all email integration is possible, and email can be seen, responded to and stored from within CRM.

Email Feed
As part of your Pipeliner account, contact and opportunity views, there is a Feed section which displays communication from email, social media, and notes from phone calls and meetings. Your Feed is your visual display of all communication taking place regarding that account, contact or opportunity.

When an email has been received, it will show up in Feeds so it can be seen.

Your Feed can be customized so that you only see the communication you really need to see.

Email Activity
From within the Feeds section you can also read and respond to email from any of your contacts—no need to leave CRM to view and handle email.

Email Client Integration
Many companies and users have particular email clients they have always used and don’t want to give up—the most common being MS Outlook and Gmail. Pipeliner fully integrates both of these, so that you can view and handle email for either of these email clients from right within Pipeliner.
Email integration is yet another reason why Pipeliner is your total CRM solution and is your instant intelligence, visualized.

Opportunity and Activity Management

For salespeople and sales management alike, opportunity tracking is of paramount importance. Opportunities are deals, and closed deals equal sales target achievement and revenue. Tracking deals therefore means everything.

Pipeline View
The primary method of opportunity tracking utilized within Pipeliner CRM is through its Pipeline View. Every opportunity within a pipeline can be readily seen, in the sales stage in which it currently resides. Mousing over the opportunity gives you a quick view, and double-clicking it reveals its details.

Many companies today require multiple pipelines for different types of sales, different products, or even different customer types. Pipeliner allows you to create as many different pipelines as you need, each customizable to your requirements.

Within Each Stage
Moving an opportunity through a single sales stage requires various tasks and activities such as calls, appointments, emails, sending of materials, meetings or others. If required, these tasks and activities can be made mandatory so that an opportunity can only be moved to the next stage if they have been completed by the sales rep.

Activities can be graphically tracked—much as opportunities—so progress can be instantly seen.

Considerable time can be saved with tasks automatically created as you move an opportunity into the next sales pipeline stage. When an opportunity is moved to a new stage, a pre-defined list of tasks is suggested to the user. The user can accept, edit or reject the tasks.

Sales Insights

Real Sales Performance Management
With its breakthrough Sales Performance Insights feature, Pipeliner brings its powerful visual, intuitive functionality to sales performance management.

Satisfying a Crucial Need
Since the beginning, efficient sales performance management has been a primary purpose of CRM. Likewise, individual team members have desired the ability to evaluate their own performance.

Unfortunately, such functionality in traditional CRM solutions has proven overly complex and unwieldy. It failed to provide a clear, rapid view into overall sales team or individual sales rep performance, or comparisons among team members.

As with many aspects of CRM, Pipeliner has greatly simplified and yet made far more powerful this aspect of sales management.

The Difference
Now, instead of spending hours searching all over through spreadsheets or through various aspects of a traditional CRM solution, just to perform an analysis of rep or team performance, it’s as simple as a few mouse clicks into Pipeliner’s Performance Insights feature. Discover how reps or teams compare to one another, who is doing well and who perhaps needs coaching or mentoring.

Native Android and iOS apps

The Pipeliner Mobile CRM App is the most advanced on the market and the only one with the built-in Artifical Intelligence engine, Voyager. With location and mapping features, voice to text, business card scanning and more, the mobile app enables real efficiency on the go.

Price:

The cost of Pipeliner ranges from $25 per user per month to $25 per user per month (when billed annually.) For complete details, see:

For a proper demo of this CRM solution:

For a proper demo of this CRM solution, please contact the company directly. Or, just try the free version! See:

Rich’s View of Pipeliner:

To instantly view the complete In-Depth Review of this CRM solution, download the Kindle version from our page at Amazon.com (Coming soon!)!

I am working on a complete update of this review. Stay tuned, it will be available real soon now! However, I can say for the record, that Pipeliner CRM is my current favorite solution for all folks engaged in big-ticket/long buy-cycle sales!

Go ahead, get a second opinion!

I have never claimed to be the only source of CRM software reviews. If you would like an alternative view of this CRM solution, here are some links that you can visit. However, if you are looking for totally independent, no BS! CRM reviews, I will look forward to working with you when you get back to my site!

https://www.g2.com/products/pipeliner-crm/reviews

https://www.capterra.com/p/125911/Pipeliner-CRM/

https://www.trustradius.com/products/pipeliner-crm/reviews

https://www.softwareadvice.com/crm/pipeliner-crm-profile/

Short List:

If you are considering this program, you should also look at these other CRM solutions:

Rich’s Recommended Web Sites:

Additional Resources:

Still have questions about Pipeliner? Just leave a comment below!