Pipeliner CRM
Pipeliner CRM is a unique sales CRM solution with AI assistance, automation features, and robust reporting capabilities. It provides intuitive tools, advanced forecasting, and exceptional customer support to streamline sales activities and enhance performance, empowering sales teams to sell more effectively and efficiently.
What is Pipeliner CRM?
Pipeliner CRM is a sales management platform that stands out from the rest. With a unique and engaging interface, Pipeliner CRM offers an intelligent framework that is easy to learn and fast to adopt. The AI assistance provided by Pipeliner CRM delivers real benefits for salespeople, making it a valuable tool in the sales industry. One of the key features of Pipeliner CRM is its comprehensive pipeline management, which eliminates the need for most 3rd party tools and delivers real productivity.
When it comes to implementing Pipeliner CRM, the process is fast, affordable, and efficient. With in-house implementation, rapid deployment, and complete flexibility for customization, Pipeliner CRM ensures that every requirement is met. The platform offers hundreds of out-of-the-box integrations and easy options to connect to all critical systems, making it a seamless and user-friendly experience for sales teams. Pipeliner CRM truly values fair negotiations and focuses on winning together with its clients.
Pipeliner CRM is not just a tool, it's the heartbeat of every company. Trusted by sales leaders globally, Pipeliner CRM delivers real value through innovation, rapid deployment, and best practices. The platform offers a personalized user interface, allowing users to customize their views and data display according to their preferences. With features like the Automatizer workflow tool and advanced forecasting capabilities, Pipeliner CRM empowers sales teams to do more, faster, and with greater efficiency.
In conclusion, Pipeliner CRM is a revolutionary sales enterprise CRM that puts sales teams at the center. With intuitive, visual, focus-driven, and engaging features, Pipeliner CRM stands out as a top choice for sales organizations. The platform's emphasis on personalized user interfaces, automation, and easy integration with core systems sets it apart in the market. Experience the difference with Pipeliner CRM and see how it can transform your sales management and account management processes for the better.
How to Use Pipeliner CRM?
Step 1: Getting Started with Pipeliner CRM- Navigate to the Pipeliner CRM website.
- Click on the 'Try Pipeliner CRM For Free' button.
- Fill in the required registration details including your name, email, and company information.
- Check your email for a confirmation link and click on it to verify your account.
- Log in to Pipeliner CRM using your newly created credentials.
- After logging in, you will be directed to the main dashboard.
- Click on the 'Power Panel' to modify the items displayed in your current view including roles, target types, and sales units.
- Customize your user profile by navigating to 'Setup and change User Profiles'.
- Set up your filters and sharing preferences to control how data is displayed and accessed.
- Save your settings to complete the dashboard setup.
- Navigate to the 'Account Management' section found under the 'LEARN CRM' menu.
- Click on 'Add New Contact' to input information for your new contact.
- Fill in the required fields such as name, email, phone number, and company.
- Assign the contact to a sales rep and set their status in the sales pipeline.
- Click 'Save' to add the contact to your Pipeliner CRM database.
- Go to the Automatizer section from the main menu.
- Click on 'Create New Workflow' to start automating tasks.
- Use the point-and-click interface to add conditions and triggers for your workflow.
- Integrate any third-party applications you use with Pipeliner CRM.
- Save and activate your workflow to automate routine tasks.
- Navigate to the 'Sales Management' section under 'LEARN CRM'.
- Click on 'Create New Report' to begin setting up your report.
- Choose the metrics and filters you want to include in your report such as sales performance, lead conversion, and revenue forecasts.
- Select the type of visualization (charts, graphs, tables) you prefer.
- Click 'Generate Report' to view your customized analytics.
- Go to the 'Sales Team' section from the main menu.
- Click on 'Schedule New Meeting' to set up a sales meeting.
- Fill in the meeting details including date, time, attendees, and agenda.
- Set personalized sales goals for your team by navigating to 'Personalized Goal Tracking'.
- Monitor your team's progress and adjust goals as needed.
- Access the AI-powered assistant through the dashboard.
- Use voice commands to enter data or retrieve information.
- Take advantage of predictive analytics to forecast future sales trends.
- Personalize your AI settings to match your unique sales process.
- Review AI-suggested actions and insights to optimize your sales strategy.
- Navigate to 'Integration FAQs' under the 'RESOURCES' section.
- Click on 'Add New Integration' to start linking a third-party application with Pipeliner CRM.
- Choose from the offered integrations, such as Google Suite, Microsoft Suite, and more.
- Follow the prompts to authenticate and set up the chosen third-party tool.
- Confirm the integration and begin using the connected tools within Pipeliner CRM.
- Navigate to the 'Administration' section.
- Click on 'Manage Users' to view the list of current users.
- Assign roles and permissions to each user based on their needs and responsibilities.
- Use the 'Power Panel' to set up customized user profiles with specific access levels.
- Save changes to ensure the correct distribution of access and permissions within Pipeliner CRM.
Pipeliner CRM Features
Unique Interface
The unique interface of Pipeliner CRM sets it apart from other CRM systems. It offers an intelligent framework that is engaging and easy to learn, making it fast to adopt for sales teams.
Function Detail
- The interface provides AI assistance with real benefits for salespeople, helping them manage any sales process efficiently.
- It also offers the first true reporting business analytics tool embedded in a CRM, allowing for data-driven insights.
- Pipeliner CRM features a unique and comprehensive pipeline management system, eliminating the need for most third-party tools.
Automated Sales Team
Pipeliner CRM offers automation features that help sales teams save time and focus more on selling. The system provides a simple framework that is easy to learn and remember.
Function Detail
- Automations in Pipeliner CRM mean more time for sales activities and less time on manual tasks.
- The system offers personalized views for better adoption, guidance through the sales process, and AI-powered assistant for sales teams.
Efficient Administration
Pipeliner CRM simplifies administration tasks by eliminating the need for a full-time administrator. Basic computer skills are all that's required to manage the system effectively.
Function Detail
- Users can learn to be self-sufficient in a few days, with a clear knowledge base and video tutorials available for reference.
- Administration tasks like transferring accounts to new reps, making changes, and accessing customer support are straightforward and user-friendly in Pipeliner CRM.
Pipeliner CRM Pricing
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Starter
Basic sales management, tracking and collaboration – minimum 3 users.
$65/user/month (billed annually) or $75 per user if billed monthly
Get StartedAccount Management
Contact Management
Account Hierarchy
Account Relationship Mapping
Visual Account and Contact Org Chart
Visual Opportunity and Lead Buying Center
Whitespace Account Matrix View
Account Health
Unlimited Accounts & Contacts
Import Accounts and Contacts from CSV files
Custom Template Docs (Office 365 and Google Docs)
Custom Template Spreadsheets (Office 365 and Google Docs)
Notes Management
Account Plans
Unlimited Leads & Opportunities
Opportunity and Lead Pipeline View
Opportunity, Lead, Account, Contact, and Activity List View
Opportunity, Lead, Account and Contact Compact View
Opportunity, Lead, Account & Contact Map View
Custom Profile Views
Calling Integration (over Mobile)
Navigator Dashboard
Opportunity and Lead Archive View
Multiple Currencies
Sales Force Automation
Email Integration
Company Emails
Scheduled Reports
Audit Log
Daily Database Backups
API Call Limits (Not Available)
Online Chat (8x5)
Email Technical Support (8x5)
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Business
Full CRM functionality, customization and unique productivity features.
$85/user/month (billed annually) or $100 per user if billed monthly
Get StartedAll features of Starter plus:
Custom Profile Views
Email Automation
Opportunity Bubble Chart View
In-App Notifications
Duplicate Checker
Email Approvals Processes
Reporting Engine
Standard Table Reports
Pivot Table Reports
Custom Dashboards
Analytics Engine
Forecasts & Quotas
Insights
Project Engine
Online Forms
Document Management
Activity Task Management
In-App Product Tours
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Enterprise
Full CRM functionality with advanced reporting, customization and services.
$115/user/month (billed annually) or $130 per user if billed monthly
Get StartedAll features of Business plus:
Multiple Custom Projects
Gantt View
Objective View
Automatizer Process Automation
Custom Fields Calculations
Custom Fields Validation Rules
Custom Fields Dynamic Dropdowns
Custom Fields Auto-Number Fields
Custom Web Resource Fields
Custom Business Units
Email Domain Restrictions
Sandbox Environment
Express Data Migration from CSV
Scheduled Reports
Audit Analytics Engine
Integration API (150k calls)
Professional Services Onboarding
Admin Training
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Unlimited
Advanced CRM functionality including advanced features.
$150/user/month (billed annually) or $165 per user if billed monthly
Get StartedAll features of Enterprise plus:
Unlimited Custom Fields
Unlimited Custom Pipelines
Advanced Document Management
Advanced Calling & Text Messaging
Appointment Scheduler
Task and Appointment Calendar View
Tasks Board View
Recurring Tasks
100 Automatizer Processes with not more than 100,000 runs
Integration API (350k calls)
Custom Data Migration
Pipeliner CRM Frequently Asked Questions
What makes Pipeliner CRM different from other CRM platforms?
Why do sales leaders across the globe choose Pipeliner CRM?
How can Pipeliner CRM benefit sales teams?
Why do clients continue to use Pipeliner CRM after 5 years?
What sets Pipeliner CRM apart in terms of administration?