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Pipeliner CRM

Visual customer relationship management

Published 11/06/2014 and rated Ratingstars4 4 out of 5 stars
by AppAppeal Editor
What can you use the app for?

Pipeliner CRM is a sales management and customer relationship management app that supports the multifarious, day-to-day needs of sales managers and their teams. At its core, the software provides a single place to manage all information related to leads, contacts, accounts and opportunities. A better understanding of your contact landscape is further facilitated through visual representations of all pipeline activity. Pipeliner CRM offers data visibility and insights to help qualify leads, forecast sales and assess team performance.

Pipeliner CRM is geared towards small and medium-sized businesses. Some of the main features of Pipeliner include feeds and activity trails, in-depth reporting, pipeline visibility and lead management. The app offers more than the basic account management features of traditional CRMs, with a heavy focus on data and reporting. Pipeliner monitors and analyzes all sales activities from the top down, using facts and data to provide key insights into individual customer relationships as well as overall business performance.

Pipeliner offers visibility into customer activity from all channels, including their activity on social media. It also shows you your shared connections for a better understanding of your network. Through integrations with Microsoft Outlook, Gmail, Google Tasks and Google Calendar all customer and prospect data is automatically updated on one platform. The lead management tool shows you all open and lost leads. While the account and contacts feature shows you a summary of all account activity, including tasks and notes, all viewable in an activity feed.

Pipeliner CRM screenshot
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What is the history and popularity of the app?

Pipeliner CRM was released in 2009, after two years of technical and market research by Pipelinersales Inc., a team of technical consultants, sales professionals and CRM experts. The mission of the company is to build a “next-generation CRM” with an emphasis on visual data and graphs that meets the growing needs of sales entrepreneurs. The app is used by a large number of sales professionals in Europe and North America and there are a number of case studies and testimonials on the website.

What are the differences to other apps?

Pipeliner CRM places emphasis on the visualization of data and the accuracy this data can afford when making sales predictions and improving processes. Pipeliner provides visual reports, 3D graphs and charts to understand a range of KPIs, giving you an an instant visual overview of your entire sales landscape. The app gives access to lead-related contact details and activity information from multiple sources, including social media activity. Pipeliner also lets you create a visual organization of contacts and how they are connected to one another using a drag-and-drop tool. Furthermore, the app is available offline so you can access pertinent information from anywhere.

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How does the web app look and feel to use?

Pipeliner CRM is a heavily visual tool adopting lots of colour, 3D visual icons, and graphs and charts to display information. The predominant colour of the interface is a bright blue, with a range of other colours to highlight different actions and tools. All features, tools and actions are explicit and their uses are obvious. There is a lot going on in the application interface, with a lot of text and color making it feel quite busy. That said, it is easy to navigate, fun and will appeal to visual users. One of the coolest visuals is the way the account contact details are organized - like business cards complete with company logo, connections and contact details.

How does the registration process work?

To register for Pipeliner CRM’s free trial you need to click on the green “Start Your Free Trial” button located on the home page. You then need to fill out a form that requires your name, email, a password, company name, phone number, number of sales reps and language. No credit card is required and the free trial includes access to all of the advanced features.

What does it cost to use the application?

Pipeliner CRM offers a straightforward pricing structure with a standard monthly subscription of $35 per user. There are no exclusive features or add-ons for additional costs, all features are available to everyone for the same price. This standard cost includes the mobile app, offline mode and plug-ins.

Who would you recommend the application to?

Pipeliner CRM is suitable for small to medium-sized businesses and meets the needs of sales managers, account managers and sales reps. The app currently serves a range of industries including manufacturing, IT, software and professional services / consulting. The app is ideal for those who engage best with visual representations of data. It also a great choice for those looking for an app that can offer robust reporting as well as advanced contact management.

  • Lead management for a visual, list-like view of all open and lost leads complete with star ratings
  • Visual business card view of all account contacts with business logo and contact details
  • Activity feed to see all tasks and notes related to an account such as appointments and reminders
  • Generate reports on all account activity including opportunity statuses, pipeline overview, pipeline velocity, goals and more
  • Dashboard view of all pipeline contacts and documents down by stages by: initial contact, qualification, meeting, proposal, qualification and close
  • Detailed views of individual contacts, their activity and their details including photo and social media data
  • New features include product catalogs, notifications, pivot tables to compare reports, and more

Pipeliner CRM video

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