Pipeliner CRM
Visualize, Automate, and Accelerate Your Sales Pipeline to Revenue Growth.
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
- Hybrid
- 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
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.