Software / CRM Software / Pipeliner CRM

Pipeliner CRM

Pipeliner CRM is a visual sales CRM for pipeline management, account planning, automation, reporting, mobile selling, integrations and AI-assisted workflows.

CRM SoftwareSales CRMSales Force Automation
8.3/10 TechZella Score
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Editorial overview

Aggregated Overview

Pipeliner offers broad sales CRM functionality, visual pipelines, automation, reporting, mobile applications, integrations and REST or GraphQL APIs. Independent review platforms show strong overall sentiment, while pricing and paid add-ons reduce value for smaller teams.

This profile combines documented product information and independent evidence where available. It is not a hands-on test unless TechZella explicitly identifies one.

Decision guide

Pipeliner CRM Decision Snapshot

A quick way to understand who this product may suit, where its limits matter, and which facts are most relevant before you compare alternatives.

Platforms

Android, API, iOS, Web

TechZella assessment

8.3/10

Overview

Pipeliner CRM is a cloud-based sales CRM developed by Pipelinersales Corporation. It focuses on visual pipeline management, account and contact records, opportunity tracking, sales automation, reporting, forecasting and collaboration.

The platform supports browser access and companion mobile applications for Android and iOS. Its mobile apps support offline data entry and later synchronization. Pipeliner also provides REST and GraphQL APIs for custom integrations.

The company lists its United States office at 15243 La Cruz Drive, Suite 492, Pacific Palisades, California. LinkedIn identifies Pipelinersales as founded in 2007.

Editorial assessment

Pipeliner CRM Pros & Cons

Pros

  • Strong visual pipeline and opportunity-management model.
  • Broad sales CRM functionality across accounts, leads, activities and forecasts.
  • Native Android and iOS apps support offline work.
  • REST and GraphQL APIs are documented for custom integrations.
  • Supports workflow automation, dashboards and configurable records.

Cons

  • Pricing is relatively high for small teams compared with entry-level CRM products.
  • The Starter plan requires at least three users.
  • Some integrations are paid add-ons.
  • Advanced reporting and customization vary by plan.
  • Buyers need to review integration and API requirements before selecting an edition.
Plans & pricing

Pipeliner CRM Pricing & Plans

Starter

$65/user/month annually or $75/user/month monthly
month

Basic sales management, tracking and collaboration. Minimum three users.

Check current pricing →

Business

$85/user/month annually or $100/user/month monthly
month

Full CRM functionality with customization and productivity features.

Check current pricing →

Enterprise

$115/user/month annually or $130/user/month monthly
month

Full CRM functionality with advanced reporting, customization and services.

Check current pricing →

Unlimited

$150/user/month annually or $165/user/month monthly
month

Advanced CRM functionality including advanced features.

Check current pricing →

Pricing may change. Verify current plans on the vendor's website.

Capabilities

Pipeliner CRM Features

CRM and Sales Management

  • Visual sales pipeline management
  • Lead and opportunity management
  • Account and contact records
  • Key account management
  • Sales target tracking
  • Custom pipeline stages
  • Activity and task management

Reporting and Analytics

  • Dashboards
  • Sales forecasts
  • Standard reports
  • Advanced reports on supported plans
  • KPI views
  • Pipeline filtering and analysis

Automation and AI

  • Automatizer workflow engine
  • Voyager AI record assistance
  • AI-generated record summaries and suggestions
  • Email tracking
  • Custom fields and forms
  • Automation Hub add-ons

Communication and Collaboration

  • Gmail synchronization
  • Microsoft Outlook synchronization
  • Google Contacts synchronization
  • Google Calendar and Tasks synchronization
  • Team feeds
  • Email templates
  • Document attachments

Mobile

  • Android application
  • iOS application
  • Offline data entry
  • Business card scanning
  • Document scanning
  • Mobile activity logging
  • Location-based record creation

Integrations

  • Zapier
  • HubSpot
  • Zendesk
  • PandaDoc
  • Dropbox
  • Google Drive
  • Microsoft SharePoint
  • Jira
  • RingCentral
  • Google Workspace
  • Microsoft Office

API and Developer Tools

  • REST API
  • GraphQL API
  • API application credentials
  • OpenAPI specification download
  • GraphQL schema download
  • Custom integrations

Alternatives

Comparable products include Pipedrive for visual deal pipelines, HubSpot Sales Hub for CRM and marketing coordination, Salesforce Sales Cloud for broad enterprise customization, Zoho CRM for lower-cost breadth, and Freshsales for sales engagement and automation.

Pipeliner is most directly comparable to sales-focused CRMs that emphasize opportunity stages, forecasting and representative workflow management.

Product details

Pipeliner CRM Specifications

DeploymentCloud-based SaaS
Primary focusSales CRM and pipeline management
Web accessSupported
Mobile accessAndroid and iOS applications
Offline mobile modeSupported
API formatsREST and GraphQL
Free trial14 days
Starter minimum3 users
HeadquartersPacific Palisades, California, United States
IntegrationsGoogle Workspace, Microsoft Office, Zapier, HubSpot, Zendesk, PandaDoc, Dropbox, SharePoint, Jira and RingCentral
Our evidence-based assessment

TechZella Score

A proprietary editorial score based on product capabilities, usability, value, performance, support and user sentiment evidence.

8.3/10Moderate confidence
Features8.8
Ease of Use8.4
Value for Money7.6
Performance8.2
Support8.0
User Sentiment8.5

Pipeliner offers broad sales CRM functionality, visual pipelines, automation, reporting, mobile applications, integrations and REST or GraphQL APIs. Independent review platforms show strong overall sentiment, while pricing and paid add-ons reduce value for smaller teams.

Methodology v1.0. The assessment weighs feature coverage (25%), ease of use (15%), value for money (20%), performance (15%), support (10%) and user sentiment (15%), using researched product evidence and verified review evidence where available. It is a TechZella editorial assessment, not a direct user-review average.

Independent review sources

Pipeliner CRM Ratings & Reviews

Ratings are published by the respective review platforms and may change over time.

Community feedback

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FAQ

Does Pipeliner CRM offer a free trial?
Yes. Pipeliner advertises a 14-day trial with no credit card required.

What platforms does Pipeliner CRM support?
Pipeliner supports browser-based access and mobile applications for Android and iOS.

Does Pipeliner CRM have an API?
Yes. Its developer documentation describes REST and GraphQL APIs. API applications require API credentials.

Which integrations are available?
Published integrations include Microsoft Outlook, Microsoft Office, SharePoint, Google Gmail, Google Contacts, Google Calendar, Google Drive, Zapier, HubSpot, Zendesk, PandaDoc, Dropbox, Jira, RingCentral and other automation connections.

Does Pipeliner CRM work offline?
Its mobile application supports viewing, creating and editing data offline, then synchronizes changes after reconnection.

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