Pipeliner CRM

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.

Pipeliner centers its interface on visual sales pipelines. Teams can configure pipeline stages, manage opportunities, associate contacts with accounts, and review activity through filters, dashboards and reports.

Additional capabilities include lead management, account planning, sales forecasting, email tracking, document attachments, workflow automation, custom fields, templates, mobile activity logging and offline mobile work.

Its Voyager AI tools provide record-aware assistance, summaries and suggestions. Available AI features depend on the account configuration and current product edition.

Pipeliner publishes four paid plans. Starter costs $65 per user monthly when billed annually, or $75 per user monthly when billed monthly. Business costs $85 annually billed or $100 monthly. Enterprise costs $115 annually billed or $130 monthly. Unlimited costs $150 annually billed or $165 monthly.

The Starter plan requires at least three users. The plans include different levels of CRM functionality, customization, reporting and advanced features. Pipeliner also offers a 14-day trial without requiring a credit card.

Some integrations, including the RingCentral integration, are offered as chargeable add-ons. Prospective buyers should confirm current add-on prices with Pipeliner.

Pros: The product provides a highly visual pipeline interface, extensive sales-management functions, configurable workflows, reporting tools, mobile applications, offline access and documented REST and GraphQL APIs.

Cons: Pricing is higher than many entry-level CRM products. The Starter plan requires three users, and some integrations cost extra. Buyers may need to compare plan limits carefully because advanced reporting, customization and integrations vary by edition.

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.

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.