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Pipeliner

Pipeliner CRM

Composite Score

7.8 /10

CX Score

7.9 /10

50 Reviews Write a Review

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In Partnership With SelectHub

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What is Pipeliner CRM?

Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own.

Company Details

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Awards & Recognition

Pipeliner CRM won the following awards in the Customer Relationship Management - Midmarket category

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9 Top Rated Capabilities

6 Top Rated Features

Latest Award, 2025

Strategy and Innovation
Service Experience
Product Impact

2025

7 Top Rated Capabilities

2 Top Rated Features

2024

Product Impact

2023

2022 Data Quadrant Champion

2022

8 Top Rated Capabilities

1 Top Rated Features

2022

2022 Emotional Footprint Champion

2022

Strategy and Innovation
Service Experience
Product Impact
Conflict Resolution

2022

2021 Data Quadrant Champion

2021

Pipeliner CRM Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Pipeliner CRM.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

91 Likeliness to Recommend

98 Plan to Renew

82 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+93 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Pipeliner CRM?

2% Negative

3% Neutral

95% Positive

Pros

Efficient Service
Reliable
Enables Productivity
Trustworthy

Feature Ratings

Average 85

Activity and Workflow Management

Sales Management

Account and Contact Management

Lead Management

Customer Service Management

Mobile

Collaboration

Analytics and Reporting

Marketing Management

Quote Contract and Proposal

Telephony and Call Center Management

Vendor Capability Ratings

Average 84

Ease of Data Integration

Usability and Intuitiveness

Ease of Customization

Ease of Implementation

Quality of Features

Vendor Support

Availability and Quality of Training

Ease of IT Administration

Business Value Created

Product Strategy and Rate of Improvement

Breadth of Features

Pipeliner CRM Reviews

David G.

Role: Human Resources
Industry: Entertainment
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Mar 2023

High-quality options and configurations

Likeliness to Recommend

9 /10

What differentiates Pipeliner CRM from other similar products?

It could take a long time for a construction project to go from the planning phase to obtaining an occupancy permit. Jobs are monitored as they move through Pipeliner's various build stages. The ability to associate many accounts and contacts with a single assignment offers a crucial overview of all involved parties at any given stage.

What is your favorite aspect of this product?

We required a program that was simple and quick to use, and we were able to easily modify it so that the ui reflected our sales procedure. As a result, our client acquisition approach has been much enhanced, as has departmental teamwork and the ability to spot and highlight important patterns and data.

What do you dislike most about this product?

There is no way to maintain a contact's Sales Position in the Purchasing Center. The Sales Role needs to be reassigned to the same individual for each position. Throughout the day, we repeatedly perform this inefficient action. It's also not easy to find what you're looking for because search results aren't sorted alphabetically.

What recommendations would you give to someone considering this product?

Our company's business development staff is now more effective, more organized, and better able to follow up on new prospects thanks to Pipeline CRM.

Pros

Saves Time
Helps Innovate
Reliable
Performance Enhancing

Areful H.

Role: C-Level
Industry: Technology
Involvement: Vendor Management and Renewal

Validated Review

Verified Reviewer

Submitted Mar 2020

Likeliness to Recommend

10 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Rasmi A.

Role: Information Technology
Industry: Other
Involvement: IT Leader or Manager

Validated Review

Verified Reviewer

Submitted Aug 2021

Best customer relations tool

Likeliness to Recommend

9 /10

What differentiates Pipeliner CRM from other similar products?

Pipeliner CRM has great and effective tools that builds strong infrastructure for connecting customers to our organization.

What is your favorite aspect of this product?

Our team members are able to link effectively with our customers from every corner through collaboration. This platform has created strong channels for connecting to our customers and engaging on our products and services. Marketing our products has been very easy since we have customized this platform to fit all our needs.

What do you dislike most about this product?

I have nothing to dislike from the performance of Pipeline CRM since I started using it.

What recommendations would you give to someone considering this product?

I totally recommend this platform to any organization for effective customer channel engagement environment.

Pros

Effective Service
Inspires Innovation
Caring
Fair

Pipeliner CRM

What is Pipeliner CRM?

Company Details

Book a Free Demo Today!

Awards & Recognition

2022 Data Quadrant Champion

2022 Emotional Footprint Champion

2021 Data Quadrant Champion

Pipeliner CRM Ratings

91 Likeliness to Recommend

98 Plan to Renew

82 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+93 Net Emotional Footprint

How much do users love Pipeliner CRM?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Activity and Workflow Management Text or code-based and visual workflow designers.

Sales Management Lead gen, pipeline management, team & geography-based assignment. Compensation & contract management. Ability to pull customer data from the social cloud.

Account and Contact Management Customizable records with customer demographic information, account history, and billing information.

Lead Management Track and optimize prospective customers through lead generation, customer inquiry and capture, filtering, grading distribution, and contact/lead nurturing.

Customer Service Management Includes case and ticket management, automatic escalation rules, advanced resolution tools, multi-channel integration, and in-band response capabilities.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Analytics and Reporting Includes historical & real-time dashboard visualizations, detailed & summary reporting and easy data extraction for data analysis.

Marketing Management Multi-channel campaign management and analytics, budget tracking, click-to-lead capabilities, and social property management, keyword mining, and analytics.

Quote Contract and Proposal Includes web portals, quoting capabilities, order tracking and fulfillment, and rapid deployment templates for e-commerce sites.

Telephony and Call Center Management Computer-telephony integration for bringing call info into the CRM suite. Advanced call recording, scripting, queuing, and Interactive Voice Response (IVR).

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Pipeliner CRM Reviews

David G.

High-quality options and configurations

Likeliness to Recommend

Pros

Areful H.

Likeliness to Recommend

Pros

Rasmi A.

Best customer relations tool

Likeliness to Recommend

Pros

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Feature Ratings

Activity and Workflow Management

Sales Management

Account and Contact Management

Lead Management

Customer Service Management

Mobile

Collaboration

Analytics and Reporting

Marketing Management

Quote Contract and Proposal

Telephony and Call Center Management

Vendor Capability Ratings

Ease of Data Integration

Usability and Intuitiveness

Ease of Customization

Ease of Implementation

Quality of Features

Vendor Support

Availability and Quality of Training

Ease of IT Administration

Business Value Created

Product Strategy and Rate of Improvement

Breadth of Features