A CRM like no other
Win Together
Putting the “R” back in CRM
Pipeliner CRM Sales reports
A CRM like no other
Win Together
Putting the “R” back in CRM
Pipeliner CRM Sales reports
A CRM like no other
Win Together
Putting the “R” back in CRM
Pipeliner CRM Sales reports

Featuring Pipeliner Voyager AI Gen2 powering the future of Sales CRM  

Slashdot Leader Winter 2024
Front Runners 2022
Software Suggest Leader Winter 2023
Market Leader 2022
Leader SourceForge Winter 2024
Leader Winter 2023

Sales CRM for mid-sized, large & enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment. organizations.
We scale by capability, not complexity.

Why do sales leaders across the globe choose Pipeliner CRM over others?

Unique

  • An intelligent framework; an engaging interface;
    easy to learn – fast to adopt

  • AI assistance with real benefits for salespeople

  • Manage any process with Pipeliner CRM — the automation of the future

  • The first true reporting business analyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance). tool embedded in a CRM

  • Unique and comprehensive pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. management › learn more about the differences

and proven

  • Eliminates the need for most 3rd party toolsdelivers real productivity

  • Fast, affordable implementation — amazing costs reductions

  • No dedicated, certified administrator for Pipeliner CRM — again, huge savings!

  • Delivers the fastest ROI and lowest TCO

Pipeliner CRM features within our Sales CRM

Sounds too good to be true? Sign up for a free trial and see the difference for yourself.

CRM is the heartbeat of every company.

Why do people trust Pipeliner CRM with such a critical role?
We are a trusted leader because we deliver real value – for the following reasons:

  • Pipeliner innovates at a pace unmatched by any other CRM

  • Implementations are done in-house, ensuring rapid deployment and leveraging best practices

  • Complete flexibility/customization for any requirement, including creating custom entities/objects

  • Hundreds of out-of-the-box integrations and easy options to connect to all your critical systems

  • Our handshake has meaning: Winning together through fair negotiations

See why 95% of clients who choose Pipeliner still use it five years later.

Experience the difference

A Sales Enterprise CRM that puts you at the center

Intuitive, Visual, Focus-driven, Complete, Engaging.
These are a few words that our customers use to describe their experience with Pipeliner CRM.
Unlike other solutions, our technology puts the salesperson first –
helping you grow your business and showcase your value.

Management

  • No Micromanaging
  • Easy instant pipeline reviews
  • Multiple visualizations
  • Scheduling automatic reports
  • Advanced forecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors. and quotaQuota Quota is a predefined benchmark indicating the amount of sales a selling unit such as a sales rep or a regional sales team should achieve within a given period, often used as a measure of success, performance and eligibility for commissions and other rewards. management
  • Color-coded flags, alerts, and notices
  • Automated approval processes
  • Managed workflows
  • Approval processes
  • Easy activity management
  • Filtering and sharing is as simple as it gets
  • Fast integration with core systems
  • Lower TCO, faster ROI

Sales Team

  • Automations mean more time to sell
  • Simple framework – fast to learn-easy to remember
  • Personalized views means better adoption
  • Guidance through the sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology.
  • Best-in-class relationship mapping
  • AI-powered assistant
  • Exceptional customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. support (from real people)
  • Personalized goal tracking
  • Instant tracking of commissionCommission Commission is the amount of money a sales professional earns for reaching a specific sales volume or for executing one or more business transactions.
  • One view of dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. for all users
  • Creating your own filters and profiles
  • One click calls and texting
  • No typing – transcribe voice to text enriched with AI

Administration

  • No full-time administrator needed
  • Only basic computer skills required
  • Learn to be self-sufficient in a few days
  • “Knowledge Base” clearly describes all features
  • Videos available to learn all core features
  • Make changes in a few seconds
  • Easily transfer Accounts to a new rep
  • Same visual interface as the front end
  • Full customer support available
  • No 3rd-party administration
  • No coding required
  • Release notes with detailed descriptions

Visualize your sales process

See where your deals are instantly. Easy sales meeting reviews and pipeline reporting.

Automatizer Built-in Automation engine

Automatizer

Built-in Automation Engine

  • Pipeliner CRM’s totally unique Automatizer workflow tool

  • Use conditions and triggersTriggers Triggers are a set of signals or occurrences that meet certain criteria to be considered an opportunity to make a sale. to automate many routine and repetitive tasks

  • No coding needed—use a point-and-click interface to build processes

  • Automatizer works with third-party integrations as well as Pipeliner CRM

Personalized UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Interfaces

With Pipeliner CRM, you can decide what you want to see and how you want it displayed!
The Bottom Navigation is like a picture frame that focuses the user on the key data:

Pipeliner CRM you can decide what you want to see and how you want it displayed!
Pipeliner CRM Power Panel

Power Panel

Allows you to modify items you see in your current view, including:
  • Roles

  • Target Types

  • Sales Units

  • Setup and change User Profiles

  • Filtering & sharing of data

  • Click to learn more about Power Panel

The Pipeliner CRM Mission win Together ebook

Win Together! Because we care.

Sales teams forge the relationships that ignite businesses, fostering deep connections with people, and propelling growth across industries, disciplines, and the world. We believe that customer relationship management (CRM) software is like the heart of a company. Tools like our Sales CRM platform provide the sales management and accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. management capabilities that sales leaders and teams need to thrive.

Like the human body, an organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). relies on numerous systems working in perfect harmony. But without an effective CRM management solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. (or heart) that values the needs of your sales organization, you’re left with nothing more than a mere piece of technology with buttons to push.

We are revolutionizing the sales culture by crafting an intuitive, transparent, and unequivocally effective sales CRM experience – so you and your sales team have the account management and sales management support you desire and require for ongoing success.

Testimonials

One of my favorite parts as a sales managerSales Manager Sales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople. is using Pipeliner CRM to run sales campaigns that drive our team to have fun and use the system in a way that drives sales. For example, our January Super Bowl contest resulted in our best January sales results in 5 years and I couldn’t have run it without Pipeliner.

— Luke Wittenbraker • Sales and MarketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. Director • Mactech

Currently we are using it to note everything that we’re doing for every different office. We have over 4,000 clients, and keeping up on when we were there and what we did can be cumbersome. Pipeliner is helping us do that, as well as keeping up with my sales reps and any opportunities that they have.

— Erowyn Symolon • Sales Manager • LabxPress

Pipeliner provided us with an interface where we can assign and follow-up leads, a highly customizable way of setting targets and monitoring performance, as well as great reporting tool with chart and dashboard capabilities.

— Andreas Neocleous • Senior Manager • MTN Business

Generally speaking, Pipeliner is used to track and review sales activities, both from the quality and quantity dimensions. This is in terms of how many calls we are making with respect to which accounts. When we do make a call, which productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. lines are we discussing, and what are the exact comments? Pipeliner captures dates of those comments so we can see quality and quantity dimensions.

— Jake Jevric • Vice President • Lorama Group