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A Sales CRM like no other

There’s something different here

“Open to Close.”

Win Together

Putting the “R” back in CRM

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Win Together

Putting the “R” back in CRM

Sales CRM mobile app version
Slashdot Leader Winter 2024
Front Runners 2022
Software Suggest Leader Winter 2023
Market Leader 2022
Leader SourceForge Winter 2024
Leader Spring 2024

Meet Pipeliner CRM › a CRM 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 experience that will change your view of sales

Finally, a CRM you’ll actually understand, enjoy and use to drive business growth.

Pipeliner CRM software from Sales CRM to Mobile App
  • Implement successfully in weeks not months

  • Instantly get all the features and functionality you need

  • No extra costs, add-ons or special teams required

  • Use the system immediately thanks to intuitive design

  • Get sales team adoption (finally!)

  • Create reports on demand without needing expensive consultants

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

Trusted CRM industry leader for a reason

We are not only a trusted leader but a valued partner for three reasons:

We embrace the salesperson.
We include everything you need in our solution.
We finish the job with complete implementations on time, every time.

Pipeliner CRM trusted leader in Sales AI CRM

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

Experience the difference

A Sales CRM that puts you at the center

Intuitive. Visual. Focus-driven. Complete. Peaceful. 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.

Sales Leaders

  • Instantly visualize the performance of teams, individuals, territories and more

  • Easy front end and back end – no programming required

  • On-demand reports anyone can build

  • Color-coded sales flags, alerts and notices

  • Sales meetings and forecast

  • Approvals, Workflows & Visibility

  • Fast integration with core systems

  • Lower TCO, faster ROI

Front Line Sales

  • More time to sell

  • Ease of use

  • It helps, not hinders

  • Highly visual maps, org charts 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. views

  • Personalized views

  • AI-powered assistant and automated tasks

  • Mobile app

  • Exceptional customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. service (from real people)

Your Customers

  • Clear, personalized communication from your sales team

  • The right message at the right time in the right channel

  • Knowledgeable sales interactions –backed by current, updated information

  • Fitness – Instantly visualize and react to the health of your customer accounts

  • Track org changes & buying committees to better serve your customers

Visualize your 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.

See where your deals are instantly. Easy sales meeting reviews and pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. reporting.

Pipeliner CRM encompasses a company’s sales process. A sales process begins with something (“open”), and then leads to a close. It is not instant or transactional. “Close” means to end something. This can refer to the end of a sales cycle, or the end of the day when the userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. closes the app. As a whole, this phrase describes both the user experience and the sales process. More broadly, it also means opening one’s mind to new ways of operating and closing business more quickly.

CRM onboarding process

Personalized User 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 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.:

Pipeliner CRM, 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

Why Pipeliner CRM? 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 account 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 solution (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.


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