Stop searching for answers and start closing deals. Pipeliner CRM’s Help & Support isn’t an afterthought—it’s an integrated, proactive part of your sales success. We provide instant, intelligent guidance right when you need it, so you can master the platform, solve problems fast, and keep your focus on what matters: your customers.
Built-In Guidance: Your Personal CRM Coach
Imagine having an expert right inside Pipeliner CRM, ready to help you at a moment’s notice. Our in-app help system is designed to provide immediate, contextual support without requiring you to leave your workflow.
- Contextual Help: Stuck on a page? Just click the help icon. A sidebar instantly appears with articles, videos, and guides directly relevant to the screen you’re viewing. No more navigating away or sifting through irrelevant information.
- “Show Me How” Guides: New to a feature? Our interactive, step-by-step tutorials walk you through key processes on-screen. It’s like having a personal trainer for Pipeliner CRM, guiding your mouse and your decisions to ensure you get it right the first time.
- Smart Tooltips: Get quick, unobtrusive explanations. Hover over an icon or field, and a brief tooltip pops up, providing clarity without interrupting your flow.
„I highly suggest using Pipeliner, it is a tool that has absolutely sky-rocketed our business to where it needs to be. To have great technology behind you that is going to do that as well as support from a very, very good team that is always available, you can rest assured that Pipeliner is going to be an excellent choice for you.“
The Knowledge Base: Your 24/7 Resource Library
Get answers on your schedule, from any device. Our comprehensive Knowledge Base is a powerful, searchable library of expert insights and best practices.
- Vast & Vetted ContentContent Content refers to a material or document released in various forms (such as text, image, audio, and video) and created to inform, engage or influence specific audiences.: Access hundreds of detailed articles, from how-to guides to advanced strategies. CRM specialists write every piece of content and is regularly updated to reflect our latest features.
- Intelligent Search: Our powerful search bar delivers accurate results fast. Get snippets and titles from articles, helping you zero in on the perfect answer in seconds.
- Structured for Success: Articles are clean, clear, and easy to follow. With numbered steps, clear headings, and plenty of screenshots and videos, you can quickly find the solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges. and get back to selling.
Direct Support: Real People, Real Solutions
Sometimes you need to talk to a person. Our support team is a group of seasoned CRM experts dedicated to your success. We’re here to provide fast, friendly, and practical help.
- Lightning-Fast Live Chat: Get immediate assistance during business hours. Our support agents can help you troubleshoot an issue, guide you to a resource, or answer a quick question so you don’t lose momentum.
- Responsive Email Support: For more complex issues, submit a ticket. Our team prides itself on fast response times, ensuring your problem is addressed quickly and thoroughly.
- Specialized Expertise: Our team is thoroughly familiar with Pipeliner CRM. You’re not talking to a generic call center; you’re talking to a CRM specialist who understands your challenges and can provide a real solution.
Beyond the Basics: Community & Continuous Learning
Your journey with Pipeliner CRM is about more than just a single feature—it’s about continuous growth. We provide a whole ecosystem of resources to help you become a CRM master.
- Extensive Video Library: Learn by watching. Our library of tutorial videos and webinars covers everything from basic setup to advanced sales strategies.
- Thriving UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Community: Connect with peers, share best practices, and get advice from other Pipeliner CRM users in our active online forum.
- Expert-Authored Content: Our blog delivers timely articles on new features, sales tips, and CRM best practices to keep you informed and ahead of the curve.
With Pipeliner CRM, you’re never alone. Our integrated, multi-channel support ensures you have the tools, knowledge, and expert help you need to drive sales and succeed.
Knowledge Base
The Pipeliner CRM Cloud Help Center is a knowledge base that provides articles, guides, and support for users of the Pipeliner CRM software.
Welcome to your Wingman!
Pipeliner support is not just about solving problems. It is also an opportunity for us to advise and educate our customers. This kind of collaboration between support and customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. is one way we deliver on our “Win Together” promise.
OnboardingOnboarding Onboarding is the process or act of introducing a new customer to your product or service; or integrating a newly hired employee into your workforce or team. & Beyond!
Pipeliner CRM is designed so that implementation and training happens faster than for most CRM solutions on the market today. Need help getting Pipeliner up and running?
Academy
Now You Can Easily Automate Those Routine & Repetitive Tasks!
Automatizer is our “Point & Click” automation tool designed to help you easily and graphically build your 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.).’s processes into Pipeliner. Automatizer allows you to streamline your workflows and empower your teams working with Pipeliner by automating repetitive tasks and communications.
Navigating Pipeliner
How Pipeliner CRM navigation is extremely simple to understand and use. You can reach support at any time by clicking the help desk icon in the bottom right corner. This will take you to a live chat with one of our representatives for assistance while using our 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.. We recommend you first search for an article to find your answer, and then contact us if you are still having difficulty.
Learn More About Pipeliner CRM
Take a no-obligation 14 day trial of Pipeliner CRM.
No credit card info required – just experience for yourself how it could impact your sales.