Pipeliner CRM brings the power of sales information back to salespeople online or off, giving a one kind strategy to overseeing and associating. It is instant intelligence, visualized. Pipeliner provides instant guidance through today’s sales complexity, with powerful visual functionality for salespeople, sales managers and anyone else who uses the system. Can be implemented and trained on personnel within a week.
Founded in 2007 and Headquartered in California, Pipeliner CRM is a one-of-a-kind customer relationship management (CRM) system that offers businesses better transparency and visibility over their sales process. It is a web-based software application that works on both Windows and Mac, and you can also find it as an app on Android and iOS. It is the perfect tool for any retail business as it also shows companies how to improve their sales process, including lead tracking and generation. Do you plan on using Pipeliner CRM as well? If yes, follow these simple steps to get a free trial:
Visit the Pipeliner CRM website and scroll down to learn how the application works and effortlessly manage your sales processes. Also, gain information regarding the application’s management, sales enablement, communication, and reporting features. Once done, return to the home page and click on “Start a Free Trial” to continue with the process.
After clicking on “Start a Free Trial”, you will be redirected to the signup page. As you can see, on the top right corner of the page is the signup form. Enter all important details, which include your first name, last name, email address, password, company name, phone number, the number of salespeople and language. Once done, click on “Download & Start Your Free Trial” and your free trial will begin!
The free trial lasts for 14 days. Hence, If you are satisfied with the software during the trial, you can subscribe to Pipeliner CRM via a monthly package. There is only one package available which will cost you $35 per user monthly with the bill being issued on an annual basis.
Now that you feel familiar with the steps mentioned above, obtaining a free trial for Pipeliner CRM won’t be a problem.
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Pipeliner CRM integrates with Xero. Xero is an online accounting platform that is designed for small businesses and their advisors. W...
Pipeliner CRM integrates with Zendesk . Zendesk delivers the leading cloud-based customer service software. Loved by customers for its si...
Pipeliner CRM integrates with GoToWebinar. GoToWebinar let you conduct do it yourself webinars with up to 1,000 people all for one flat rate...
Pipeliner CRM integrates with Shopify. Shopify provides a commerce platform that allows you to sell at a retail location, online, and ev...
Pipeliner CRM integrates with FreshBooks. FreshBooks is an online invoicing and time tracking service that saves you time and makes you loo...
Pipeliner CRM integrates with Freshdesk. Freshdesk is a cloud-based helpdesk solution that provides everything a business needs to offer; ...
Cloudswave Score for Pipeliner CRM
Rating based on 48 Critic Reviews
Lynn Bond, on GetApp
We have been using Pipeliner for a couple of months now and it is light years ahead of the competition. It is incredibly easy to use, all of our sales team has adopted it and I have a better understanding of our sales pipeline that ever before. As a company that is experiencing rapid growth Pipeliner is a critical part of our management infrastructure. Our sales ops guys have received outstanding support on any issues that we have had and as a company that sells cloud software and professional services it is refreshing to see how well this company is managed. I am actually really excited to attend our weekly sales reviews as they are now focused on action not reporting!!! If you are a company of any size and dropping tons of money on expensive CRM tools and not seeing the results, Pipeliner CRM is for you!!
Pros : Ease of use, visual interface, & widespread sales personnel adoption, great response times for any issue.
Cons : Some small administration issues. Nothing major and most of what we have given feedback on is already on the product roadmap for the next release.
Lori Grass, on TrustRadius
Pipeliner CRM Use Cases and Deployment ScopePipeliner is our primary CRM for our sales and client success team. We moved from Salesforce.com to Pipeliner as a cost savings as well as looking for a tool that had a more progressive feature set. Of specific interest to us was the visual user interface of the opportunity pipeline and the social media integrations.
Pros : LinkedIn and other social integrations are great. It is easy to link directly from the CRM to the social channel.The pipeline opportunity view, ability to build custom reports using any filter setting.The Pipeliner team from the CEO, to support, to marketing has been fantastic to deal with. They care about the success of their customers.
Cons : Our integration from Salesforce.com was a little challenging and we experienced some slow speeds, but much of that was due to the large number of records we were bringing in. In addition, we did not hire Pipeliner support to help us. We did it on our own. Those issues have all been resolved.
From CRM Idol
It was very rewarding to see the evolution from last year to this, and we remain hopeful that they will do the same for the reporting modules to showcase the incredible power of their analytics tools in a way that will benefit users. We definitely look forward to see the next iteration.
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