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 Testimonials2021-07-26T13:08:36+00:00

See what our customers have to say about using Pipeliner CRM

(Click on a link for the detailed case study)

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 organization 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 product 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 data 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 process—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 generation 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 client 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 cycle, 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 pipeline 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 pipeline. 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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