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Pipeliner CRM
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Pipeliner CRM

Overview
Synopsis

Pipeliner is a sales automation solution with a robust built-in CRM infrastructure to ensure that stakeholders–from sales teams to board members–can follow and track the company’s entire sales process.

Category

Opportunity Management Software

Features

• 3D Timeline & Navigator
• Business Intelligence Dashboards
• Account & Contact Management
• Sales Forecasting & Reporting
• Sales Opportunity Management
• Multiple Pipelines
• Smart Organization Chart

License

Proprietary

Price

• Starter - $35 / month per user
• Business - $65 / month per user
• Enterprise - $85 / month per user

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Pipeliner CRM

What is best?

• 3D Timeline & Navigator
• Business Intelligence Dashboards
• Account & Contact Management
• Sales Forecasting & Reporting
• Sales Opportunity Management

What are the benefits?

• Manage CRM User Access and Permissions
• Get a clear and immediate picture of sales activities
• Email Integration with MS Outlook or Gmail
•Access sales data anytime and anywhere

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.6
8.8
Features & Functionality
8.4
9.2
Advanced Features
8.5
9.3
Integration
8.4
9.2
Performance
8.5
8.8
Customer Support
8.6
8.5
Implementation
8.5
Renew & Recommend
8.7
Bottom Line

Pipeliner CRM has made opportunity management visual and intuitive, fast, efficient and truly effective.

8.5
Editor Rating
8.9
Aggregated User Rating
1 rating
You have rated this

Pipeliner is a sales automation solution with a robust built-in CRM infrastructure to ensure that stakeholders–from sales teams to board members–can follow and track the company’s entire sales process. With this tool sales process can run on autopilot as Pipeliner will be organizing sales data to qualify leads. The software can effectively handle all complex sales activities of small and mid-sized businesses.

Pipeliner CRM is instant intelligence, visualized – it is designed to empower sales professionals. The app uses a visual and intuitive interface to focus a sales team on productivity and effectiveness – providing a precise and empowering Navigator, one-click reports, comprehensive charts, drag-and-drop Sales Pipeline, graphical Task Board, visual Org charts and Buying Center.

Opportunities are managed through a sales process which is displayed inside Pipeliner CRM. 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. Activities can be graphically tracked—much as opportunities—so progress can be instantly seen.

When an opportunity is moved to a new stage, a pre-defined list of tasks is suggested to the user. The Pipeliner CRM Fitness feature, which is unique to Pipeliner, immediately shows the fitness level of an opportunity and provides another great indicator as to if and when it is likely to close.

Pipeliner CRM’s 3D Timeline gives yet another view of opportunities, graphically providing the most relevant aspects of every deal. Instantly see the opportunity value, due date and Sales Velocity of every opportunity in the Sales Pipeline.

Dashboard View

Dashboard View

 

Pipeline View New Report

Pipeline View New Report

 

Pipeline View Drag Opportunity

Pipeline View Drag Opportunity

You may like to read: How to Select the Best CRM Software for Your Business, Top CRM Software, Free, Open Source CRM Software  and Best Practices for CRM Implementation.

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Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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