Pipeliner CRM

Visualize, Automate, and Accelerate Your Sales Pipeline to Revenue Growth.

by Pipeliner CRM · CRM & Sales Automation

Pipeliner CRM screenshot

Executive Summary

Pipeliner CRM is an AI-powered sales customer relationship management solution designed to enhance how businesses cultivate and maintain customer relationships while driving revenue growth. It offers a visual, intuitive interface for sales teams of all sizes to manage complex interactions and sales pipelines. Key differentiators include its AI-driven insights, the Automatizer no-code automation engine, and embedded business analytics, leading to quicker adoption and optimized sales performance.

Use Cases

  • Lead and Opportunity Management: Tracking and nurturing leads through a visual sales pipeline to close deals.
  • Sales Forecasting and Performance Analysis: Predicting future sales and analyzing team performance with real-time data and reports.
  • Account and Contact Management: Centralizing customer information and managing relationships effectively.
  • Sales Activity Tracking: Monitoring and logging all sales-related activities like calls, emails, and meetings.
  • Workflow Automation: Automating repetitive tasks to increase efficiency and allow sales teams to focus on selling.
  • Customizable Sales Processes: Adapting the CRM to match unique business needs and sales methodologies.

Features

Visibility

  • Visual Sales Opportunity Processes: Offers a highly visual and customizable sales pipeline to match specific sales processes.
  • Insightful Dashboards: Provides intuitive dashboards displaying leads, forecasts, and KPIs for quick overview.
  • Quick and Easy Instant Reports: Generates instant reports for managers and sales professionals, easily exportable.
  • Performance Insights: Ability to track and compare performance insights with multiple key performance indicators.
  • Bubble Chart View: A unique visual interface for viewing sales opportunities, highlighting time, stage, and size in a 3D format.

Intelligence

  • AI-Powered Assistant: Provides an intelligent assistant to guide users and enhance productivity.
  • Automatizer Workflow Automation: A no-code automation engine to streamline sales processes and reduce manual tasks.
  • Predictive Analytics: Leverages AI to offer predictive insights for better sales forecasting and decision-making.
  • Duplicate Checker: Advanced tools for checking and managing duplicate sales data.
  • Automated Lead Routing: Automatically assigns leads based on custom rules to ensure timely follow-up.

Support

  • Knowledge Base: Comprehensive online resource with articles, guides, and FAQs for self-service support.
  • Live Chat Support: Real-time assistance available through a live chat interface within the application.
  • Dedicated Customer Success Management: Personalized guidance and support for onboarding, implementation, and ongoing success.
  • Training and Tutorials: Offers training, tutorials, and user guides to facilitate quick adoption and effective use.

Technical Specifications

Architecture
Cloud-native SaaS, Multi-tenant
Deployment
SaaS
Authentication
SSO (SAML 2.0), Multi-Factor Authentication (MFA), Basic Authentication for API
API Available
Yes
MCP Server
No

Infrastructure

  • AWS

AI/ML Stack

  • Machine Learning
  • NLP

Integrations

  • Salesforce
  • Outlook
  • Gmail
  • Zapier
  • Microsoft Teams

Security & Compliance

Certifications: GDPR, ISO/IEC 27001

Encryption: AES-256 at rest, TLS 1.2/1.3 in transit

Pricing

Model
Per user/month, Tiered subscription
Starting Price
Starter $65/user/month, Business, Enterprise, Unlimited up to $150/user/month
Target Customer
SMB to Enterprise
Contract Type
Annual (monthly available, but annual is standard for listed prices)
Free Trial
Yes, 14 days (credit card required)

About Pipeliner CRM

Pipeliner CRM is a visual, sales-focused CRM company offering a cloud-based SaaS platform that helps sales teams manage pipelines, leads, accounts and forecasting. The product emphasizes visual pipeline management, sales enablement and analytics to support B2B sales organizations.

Founded: 2007 · Headquarters: Los Angeles, CA, United States · Employees: 51-200 · Private

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