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Overview
Pipeliner CRM is a customer relationship management platform that focuses on the sales process. It’s designed to help you maximize conversions by increasing the efficiency of your sales team. Marketing and customer service features are a little limited, though, so don’t expect too much here.
Other noteworthy features include the neat mobile management app, a selection of support streams, integrations with various third-party platforms, and versatile reporting and analysis tools.
Pipeliner CRM at a Glance
Best for: Freelancers to enterprise-level companies
Key use: Lead management, sales, sales optimization
Price: $25 per user per month to $115 per user per month
Free trial: 14 days
How Pipeliner Works
Tools for Sales Teams
One standout feature here is Pipeliner CRM’s Voyager Sales AI. This is designed to help you analyze and respond to customer data insights, identifying any problems with your sales process and key actions that you should take.
Other key features include:
- An in-depth sales dashboard.
- Full archives of all previous sales and customers.
- Detailed sales performance metrics.
- Dynamic targeting tools to ensure you remain focused on your goals.
Tools for Customer Support
Pipeliner CRM is a little light when it comes to customer service tools. You will benefit from a range of contact management features, enabling you to quickly access all information about a particular customer with the click of a button. But don’t expect anything too advanced here.
Tools for Marketing Teams
Marketing tools are also a little on the basic side. For best results, you should consider integrating Pipeliner CRM’s sales generation features with a third-party marketing and lead generation app.
For example, you can connect Pipeliner to a range of email marketing platforms. Relevant information can be imported and viewed within your management dashboard.
Customization and Integrations
Pipeliner CRM can be integrated with over 50 popular third-party platforms. These include a range of marketing and lead generation apps, as well as e-commerce platforms, accounting systems, and more.
The Pipeliner interface is excellent. You can switch between various layouts and views, enabling you to see important information in different contexts. What’s more, leads and current clients can be categorized according to various factors.
Reporting and Dashboards
There is a range of analytics and reporting tools available to help you monitor the success of your sales efforts. The insights panel contains information about virtually every aspect of the conversion process. You’ll be able to understand trends in lead generation, conversion rate, and various other key performance indicators.
In addition, the reporting dashboard enables you to generate custom reports as required. Use these to collate information about lead generation, accounts, and everything in between.
Ease of Implementation and Use
The Pipeliner CRM platform is a little confusing to get started with, but this is to be expected due to the complexity of the program. Handy tips are available to help you familiarize yourself with the dashboard, and there are numerous resources to help you further your learning.
Once you’ve navigated your way around the Pipeliner platform, you should find it quite easy to use. The user interface is neat and attractive, and important information is cleverly presented in a streamlined, user-friendly manner.
Pipeliner App
Pipeliner CRM is available on both Android and iOS devices. The mobile app is excellent, with a suite of great tools to help you perform important actions while on the go. Access all accounts and contacts, manage leads, monitor sales KPIs, and more from the comfort of your mobile device.
Pipeliner Customer Support
There are various customer support options available, including limited-hours live chat, online ticketing, and phone callbacks. There’s also a useful knowledge base, along with numerous self-help resources that you can draw on to improve your knowledge of the platform.
How Much Does Pipeliner Cost?
There are three Pipeliner CRM subscription options available. The cheapest Starter plan comes in at $30 per user per month ($25 with annual billing) and includes basic collaboration, tracking, and sales management tools.
Upgrading to the Business plan will cost you $100 per user per month ($85 with annual billing). It adds advanced CRM tools, along with basic customization and a selection of productivity features. The high-end Enterprise plan costs $130 per user per month ($115 with annual billing) and adds advanced reporting, customization, and a range of other tools.
Bottom Line
All things considered, there’s a lot to like about Pipeliner CRM. It comes with fairly basic customer service and marketing tools, but its focus on maximizing conversions by optimizing the sales funnel is great.
The user interface is a little complex to begin with, but it’s packed full of advanced tools. The reporting and analytics modules stand out as excellent, and you could certainly do worse if you’re looking for a reliable CRM platform that focuses on sales optimization.
