Pipeliner provides sales management software with visual CRM. It features sales reports, CRM online and offline, sales enablement, sales task management, pipeline view, lead management, opportunity tracking, business intelligence, contact management, lead generation, sales funnel, and more. The software is provided by Pipelinersales Inc., a company founded in 2009 and based in Pacific Palisades, California.
Top Pipeliner Alternatives
- Less Annoying CRM
- Capsule CRM
- Zendesk Sell
- Odoo CRM
Top Pipeliner Alternatives and Overview
Salesforce provides CRM cloud and cloud computing software that helps your business to grow sales faster.
Act provides affordable and easy-to-use contact management and email marketing software for small business.
Close is a Customer Relationship Management software for small and medium-sized businesses to improve their sales.
Less Annoying CRM is a Customer Relationship Management tool that aims to do away with the buzzwords of advertisement and provides the most minimalistic, yet most complete solution.
Capsule CRM provides easy online CRM software that helps businesses to manage all their customer relationships in a simple, effective, and flexible way.
The mobile-centric approach makes it an excellent choice for business representatives to manage tasks on-the-go...
It features contact management, contributions, communications, peer-to-peer fundraisers, advocacy campaigns, events, members, reports, case management...
It features third-party apps, multiple users, simple contact sharing, unlimited customization, email and payment integration...
It assists the companies in listening to the issues faced by their customers to sort...
Odoo CRM forges a strong bond between customers and the company...
PipelineDeals is constructed around the user interface that is convenient to use and customizable, characteristics...
It also provides services that alert you whenever somebody writes about you so that you...
Pipeliner Review and Overview
This is a customer relationship management system that serves information to your sales team in ana efficient manner to increase the accessibility of data. It also automates the business processes related to marketing by a set of tools that create self-running workflows.
Easy to use
Pipeliner provides a CRM interface that is highly adaptable and easy to use. Sales teams require quick access to relevant information at all times. This accessibility is ensured by maintaining a uniform navigation system across all the ap so that your sales reps become acclimated to the system. All the metrics are visualized rather than focussing on text to increase readability and transfer information faster to people. Content on the dashboard is organized in a logical format to improve access and provide that data first, which can be required most.
Automate business processes
Automatizer is a tool offered by Pipeliner to help you automate various business processes by creating workflows that are triggered when required. Users can schedule tasks that run when a specific criterion is met. No coding capabilities are necessary to design the workflows as a point, and click interface is available, which lets you effortlessly create them graphically. Alerts can be set up, which send emails automatically when a new action is taken.
Integrate and report
Pipeliner can be integrated with other core systems of your organization without much hassle. All your previous data can be imported from databases or the CRMs you have been using. Similarly, data can be exported in a variety of formats to expedite information transfer. An extensive library of add-ons is also provisioned to enhance the capabilities of the software. Reports can be generated from any page in the framework, and they span a variety of topics such as standard, pivot based, and advanced intelligence reports.
Company Name: Pipelinersales Inc
Company Address: 15243 La Cruz Drive Suite 492, Pacific Palisade, California, USA
Founded in: 2009
- Lead Management
- Contact Management
- Opportunity Management
- Pipeline Management
- Productivity and Reporting
- Sales Enablement
- Sales Management
- Notes Management
- Organization Chart
- Pipeline View
- Custom Profiles
- Auto Profiling
- Bulk Update
- Buying Center
- Contact Management
- Document Management
- Organization Chart
- Profile Customization
- Auto Calculated Fields
- Third-party Integrations
- Sales Reports
- Sales Process
- Template Customization