Pipeliner CRM Customer Case Studies

How are real-world companies using Pipeliner CRM, and how do they benefit from Pipeliner's Instant Intelligence, Visualized?

Case Studies and Testimonials2022-06-28T12:24:42+00:00

See what our customers have to say about using Pipeliner CRM

(Click on a link for the detailed case study)

Ernest F. Mariani

Pipeliner CRM revolutionizes operations at Ernest F. Mariani, a food & beverage equipment supplier with locations in UT, AZ, and WA. Enhancing convenience store equipment supply and streamlining sugar distribution from Phoenix.

Amherst Brands

"[Video Testimonial] 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."

First Tactical

Pipeliner has been game-changing for my sales team. I love how easy it is to change the fields to accommodate our goals and the information we need to capture. The reporting tool is so easy to work with, I have used other CRM's and this has to be the most userUser User means a person who uses or consumes a product or a service, usually a digital device or an online service.-friendly program I have ever used.

Graphic Partners

Whether your team is one person or many people, Pipeliner CRM can be as simple or sophisticated as you need it to be. Its features and functionality make it a great CRM at a great price point.

Prowareness WeOn Groep BV

A top CRM that has all the features and flexibility you can possibly need and still is easy to learn, administer, configure and use. The support and development is the best I ever met for any software.

Crestcom Intl.

When looking for a CRM, you come across multiple options, however, finding something so rich in features and yet so adaptable and configurable to your business usually requires a full staff to maintain and support. Not the case with Pipeliner, with simple training and general intuition this CRM blows many others out of the water, plus it is a fraction of the cost. Our Franchise units simply love it.

Prisma Solutions

"Due to continued enhancements, every month Pipeliner and its users can grow together,” he concluded. “It’s not growing in numbers only. It's growing by learning how sales continue to be managed over time."

Choice Hotels Asia-Pac

Pipeliner CRM has brought many positive changes to Choice Hotels Asia-Pac the most significant was a banner year for the company. “Ultimately Pipeliner CRM has meant that last year we had our best year in terms of development, for a number of years,”


[🎥 Video Testimonial] One of my favorite parts as a sales manager 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.


[🎥 Video Testimonial] Our 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.). was faced with a challenge after we made three acquisitions in two years which meant the organization was now scaling at 18 times the industry average growth. We needed to get more predictability in the sales channel. 

Rockstead Group

We would definitely recommend Pipeliner to other companies, The company has been fantastic to deal with, has addressed all our issues, and has presented the 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. to us in such a way that all our key issues are really addressed—not a bunch of other things that we’ll never need.


We have international sales managers and regional sales managers responsible for one or several countries. They see to it that CRM 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. is entered—accounts, leads, and opportunities—and define the right position of each opportunity.

Lorama Group

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 product lines are we discussing, and what are the exact comments? Pipeliner captures dates of those comments so we can see quality and quantity dimensions.


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.


Before Pipeliner, we didn’t have an efficient 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.—we were using a combination of Excel and Insightly. I had always worked with Salesforce, but being a small technology business we didn’t need its enormous feature set, and it was too costly for our budget.

Seasonal Impact Contracting

We’ve deployed Pipeliner with all of our sales reps. We use it on a daily basis to track all our sales—from lead generationLead Generation Lead Generation is a set of activities aimed at generating interest around a product or service through methods such as 1. content marketing (blogging, podcasts, free downloads); 2. advertising (PPC, banner ads, Yellow Pages, sponsoring an event); 3. referrals (recommendations from existing customers and other people); 4. outbound marketing (cold email, cold calling), and 5. partnerships (joint ventures, affiliate marketing). right through to the win stage. Once the call comes into the office it gets immediately put into lead generation, and then it goes through our sales process. It’s been amazing.

The S. Sterling Company

Before Pipeliner, we didn’t have one spot where one person could watch over what’s happening throughout all the territories. Now I do the admin here, and the individual reps all contribute to their pipelines for their locations and for their own specific set of accounts and opportunities.

U.S. Dynamics

We use an Access database, which is where the data entry person enters the RFQ information, all the line items. We’d been using that for about seven years, and essentially the sales group had no idea now to see where line items were in the quotations process.

Rentals United

Pipeliner CRM is the main worktool used by our sales team today. All clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer. leads are registered, and then we have configured nine different sales steps for our business. Pipeliner CRM makes it easy to follow the different steps in the sales cycleSales Cycle Sales Cycle is a repeating process characterized by a predictable sequence of stages that a company undergoes as it sells its products and services to customers., all the way to the end goal.

PK Companies

It’s a great program—when you think of CRM everybody knows Salesforce. But if they say they’re efficient with it and utilize it, that’s hard to believe. It’s a difficult product to use; there’s so much involved with it. You could spend all day just digging through it. You’ve got to have some geniuses around to figure it out, and then go handhold everybody to say ‘this is all you need to do’ and ‘here’s what you don’t need to do.

Quest RMG

Pipeliner CRM Case Study shows how Pipeliner Sales CRM software makes the sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process. front and center for Quest RMG.


For many years our management has successfully used Pipeliner, where they can get a real time overview of all internal sales activities simply with the click of a button. More importantly, our sales team love to use it and, as a result, we tracked a tremendous increase in sales.

AIM Institute

We had a contractor that we hired to help us find the best tool for our business needs. Many of the solutions that we have investigated—including NetSuite and Salesforce—are just way too big and, for a non-profit, out of our price league. It’s just impossible for a non-profit to pull that off.

Expert System

This meant we had to start thinking about scaling. We were not using any structured sales methodology, so I started to set up a structure—meaning a sales process and adapting a sales methodology. At that time we also wanted to look for a CRM system that could support an implementation of this kind.

Juniper Systems

We have been very pleased with Pipeliner. From a management perspective, I have really enjoyed the ability to customize the look to match our sales process. It has also been great to have 100% visibility on the progress of each project/opportunity as it moves through the pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process.. Can’t wait for the added CRM capability forthcoming!


Tensator has found Pipeliner to be an easy to use business tool, which has both minimised the administrative overhead on our sales team and assisted us in achieving our business goals.

MTN Business

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.


I’ve been leading and managing industrial salesforces for a long time, and I’ve used a lot of different software packages, including Sugar, Salesforce, Goldmine, Lotus Notes and many others. I would say Pipeliner is by far the best one I’ve used—a perfect mix of functionality and ease of use. I give Pipeliner a ten out of ten.

Headworks International

We have found that the ease of use with Pipeliner is orders of magnitude better than Salesforce, the CRM we had before. The clarity of data and how easily visible it is has made a huge difference in our process.

Mark Hertz Company

Pipeliner is the only way for us to have streamlined the whole business. It is pretty much what anyone turns to when they have any sort of question on status, who is working on what, or what’s being done on it.

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