Pipeliner CRM Cloud Plans

We've made choosing the right plan for you simple!

Pricing2018-09-04T13:36:25+00:00

Starter

$35/user/monthbilled annually
  • Basic sales management, tracking and collaboration.
Most Popular

Business

$65/user/monthbilled annually
  • Full CRM functionality, customization and unique productivity features.

Enterprise

$85/user/monthbilled annually
  • Full CRM functionality with advanced reporting, customization and services.

Compare editions and features

All features
Some features
Not included
Try For Free Now!
Starter
$ 35
/user/month
Business
$ 65
/user/month
Enterprise
$ 85
/user/month
Records Management
Accounts Management
Contacts Management
Leads Management
Opportunities Management
Unlimited Accounts, Contacts, Leads, Opportunities Limit
Tasks Management
Appointments Management
Unlimited Tasks, Appointments Limit
Feeds (Built-in Internal Messaging)
Bulk Import Opportunites/Leads/Accounts/Contacts [Per Request]
Documents Management
Notes Management
Bulk Export Accounts/Contacts
Bulk Export Opportunities/Leads
Sales Enablement
Reminders
Custom Profile Views
Opportunities and Leads Pipeline View
Tasks and Appointments Calendar View
Opportunities, Leads, Accounts, Contacts and Activities List View
Opportunities, Leads, Accounts and Contacts Compact View
Dynamic Velocity View
Dynamic Target Views
Target Multiple KPIs
Accounts and Contacts Auto Profiling [Per Request]
Accounts and Contacts Maps Geolocation [Per Request]
Navigator
Opportunities and Leads Archive View
Appointment Timezone Checker
Recurring Tasks
Activities 1-to-Many to Any
Tasks Board View
Multiple Currencies
Visual Opportunities and Leads Buying Center
Visual Accounts and Contacts Org Chart
Opportunities Bubble Chart View
Accounts Hierarchy
Communication
Email Integration
Calling Integration (over Mobile)
Mobile Apps (iOS and Android)
Customization
Unlimited Custom Fields
Unlimited Custom Pipelines
Custom Pipeline Stages
Custom Standard Fields for Opportunity, Lead, Account and Contact Form
Custom Field Description
Custom Products and Services Catalog
Custom Activity and Account Types
Custom Web Resource Fields
Custom Automated Fields Calculation
Custom Validation Rules
Custom Multiple Pick-Lists
Custom Dynamic Dropdowns
Custom Auto-Number Fields
Custom Fields per Pipeline Stages (Sales Actions)
Custom Activities per Pipeline Stages (Sales Activities)
Custom Accounts Relations
Custom Standard Fields for Activities
Reporting and Analytics
Standard Reports
Advanced Reports
Insights
Security and Access
SSL Encryption
Sandbox Environment
Custom Units
Custom Roles & Permissions
30 MB Attachment Limits
Support
Full Knowledge Base
Email Support (8x5)
Online Chat Support (16x5)
Online Chat Support (18x5 dedictated with response time)
Data Import (Per request)
Data Import
Onboarding Training (Per request)
Back-up: (script executed on demand)
Call Support
Assigned Account Manager
Product Feedback
Pipeliner Quarterly Review

Check out our other CRM product: Pipeliner CRM Hybrid!

Our hybrid online/offline version of Pipeliner CRM is for those of you who need a robust offline capability or advanced levels of security.

No other CRM on the market can operate offline in the way Pipeliner CRM Hybrid does!

Click To Learn More About Pipeliner CRM Hybrid

Would you like us to demo Pipeliner CRM Cloud & Hybrid for you?

We would love to show you how Pipeliner CRM can truly enable your sales team.

As well as the unique ways we can minimize your investment risk in CRM, Pipeliner CRM can also help minimize your revenue risk with its intelligent insights.

Click Here To Request A Demo of Pipeliner CRM

Frequently Asked Questions

Of course, we would love to walk you through Pipeliner CRM Cloud – please click here to request a demo.

You can take a trial of any of the different tiers of Pipeliner CRM Cloud by selecting the “Try For Free” button for the tier you would like. You can see what features each tier has by looking at the expandable list. For example, if you would like to trial all the features of Pipeliner CRM Cloud then you would select the Enterprise version.

Just sign-up using the “Try For Free” button and you have 14 days to try Pipeliner CRM Cloud at no charge. You are not required to enter a credit card or any payment information whatsoever. This is a free, no obligation 14-day trial.

Our technical support team is always ready to help you with any issues setting up your trial or during the trial itself. Also, Pipeliner CRM Cloud has in-built, context-sensitive help right in the app itself so you have immediate guidance whenever you need it.

If you need any other help or support, one of our consultants will be happy to work with you to ensure you have the most effective trial experience possible.

Once you become a customer we have a whole array of support to ensure you and your users getting up and running in the fastest and most efficient way possible. This includes onboarding support, training, and customer success – we are there every step of the way with you and pride ourselves on creating the most positive roll-out and adoption process possible. You will quickly discover that the Pipeliner experience is not just the product, it is the people too!

This depends on a lot of different factors such as business size, complexity, and structure to name a few. The good news is that we work with customers of all shapes and sizes across many different industries and indeed the globe so we have a wealth of experience to share with you. One of our consultants can work with you to clarify your specific business needs and advise on which plan is the best fit.

Click here to have a consultant call you.

Sometimes when comparing CRM pricing, people only look at the per-user license cost and are then surprised that the Total Cost of Ownership (TCO) ends up being much higher than anticipated. This is because most CRM’s require:

  • a fulltime administrator because of the complexity of administering the CRM
  • programmers or other highly technical resources to make changes to the system
  • systems integrators or other consultants to configure and roll-out the platform

Pipeliner, in contrast, is designed with your self-sufficiency and cost-saving in mind:

  • no full-time administrator needed due to the visual simplicity, speed and ease of accessing and making changes to any of the elements, plus the dynamic, instant reporting, and in addition the learning curve for the admin is the very small
  • visual drag and drop configuration tools mean non-technical users can easily set up or change the system to meet your business needs – no need to use high-priced programmers
  • the process to roll-out Pipeliner is well-defined, fast and efficient and our team will be with you every step of the way, again no need for expensive consultants or systems integrators

So make sure when you are price comparing CRMs that you look beyond just the per-user license fee but also calculate in the cost of a fulltime admin, programmers, consultants, and systems integrators, in other words, TCO and then you will truly see the unbelievable value for money Pipeliner CRM represents.

We are very conscious of and conscientious about data security and adhere to all of the regulations such as the new European GDPR rules.

For a more detailed review of our security and privacy protocols please click here.

We are lucky to have such a great and diverse range of customers, many of whom have been with us for many years now. Our customers love sharing their experiences with others and have been instrumental in spreading the word about Pipeliner CRM based on their personal success stories.

Click here to access our customer testimonials and cases studies.

Can’t find the answer you’re looking for?
Feel free to contact us for more information or visit our support center. We’re here to help!

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