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Then have a look at the user created reviews below, along with pricing and features.
Pipeliner CRM User Reviews
Pipeliner CRM Review Summary
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Pipeliner CRM Reviews
| Source | Review Score | Number of Reviews |
|---|---|---|
| Trustpilot | 4.8 | 75 |
| iPhone App | 4.4 | 14 |
| Android App | 4.2 | 792 |
Pipeliner CRM Prices
| Plan | Price |
|---|---|
| Free Plan | No |
| Free Trial | Yes |
| Free Trial Length | 14 day |
| Cheapest Plan: Starter | $65 / month |
| Mid-Tier Plan: Enterprise | $115 / month |
| Top Plan: Unlimited | $150 / month |
Pipeliner CRM Features
Starter Features
- Key Account Management
- Account Management
- Contact Management
- Visual Opportunity and Lead Buying Center
- Account Health
- Unlimited Accounts & Contacts
- Import Accounts and Contacts from CSV files
- Custom Template Docs (Office 365 and Google Docs)
- Custom Template Spreadsheets (Office 365 and Google Docs)
- Notes Management
- Unlimited Leads & Opportunities
- Opportunity and Lead Pipeline View
- Opportunity, Lead, Account, Contact, and Activity List View
- Opportunity, Lead, Account and Contact Compact View
- Opportunity, Lead, Account & Contact Map View
- Dynamic Velocity View
- Dynamic Target Views
- Target Multiple KPIs
- Custom Profile Views
- Calling Integration (over Mobile)
- Custom Template Docs (Office 365 and Google Docs)
- Custom Template Spreadsheets (Office 365 and Google Docs)
- Sales Force Automation
- Custom Activities per Pipeline Stages (Sales Activities)
- Visual Opportunity and Lead Buying Center
- Lead Management
- Opportunity Management
- Quote Version Management
- Email Automation
- Email Integration
- Approvals Processes
- Reporting Engine
- Standard Table Reports
- Pivot Table Reports
- Custom Dashboards
- Project Engine
- Multiple Custom Projects
- Gantt View
- Objective View
- Communications & Activities
- Online Forms
- Document Management
- Advanced Document Management
- Reminders
- Feeds (Built-in Internal Messaging)
- AI Email Assistant
- Email Sequencing
- Email Personalization
- Customizable Email Templates (Text & HTML)
- Mass Email Tracking
- Calling & Text Messages
- Appointment Scheduler
- Task Management
- Appointment Management
- Unlimited Tasks & Appointments
- Task and Appointment Calendar View
- Recurring Tasks
- Process/Workflow Automation****
- Automatizer
- Backend Functions & Administration
- Custom Entities
- Bulk Ownership Updates
- Import Accounts & Contacts from CSV files
- Import open Leads & Opportunities from CSV files
- Export Accounts/Contacts to Excel/CSV
- Export Leads/Opportunities to Excel/CSV
- Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
- Merge Contact & Accounts
- Custom Pipeline Stages
- Custom Fields for Opportunity, Lead, Account and Contact Form
- Custom Standard Fields for Products
- Unlimited Custom Fields
- Custom Field Description/User Hint
- Custom Web Resource Fields
- Custom Fields Calculations
- Custom Fields Validation Rules
- Custom Fields Pick-Lists
- Custom Fields Dynamic Dropdowns
- Custom Fields Auto-Number Fields
- Custom Products and Services Catalog
- Multiple Custom Pipelines
- Custom Fields per Pipeline Stages (Sales Actions)
- Custom Business Units
- Custom Record Preview
- SSL Encryption
- Encryption at Rest
- GDPR Compliance
- 30 MB Attachment Limits
- Attachment Type Restrictions
- Email Domain Restrictions
- Daily Database Backups
- 2-factor Authentication
- Application Integration**
- Automation Hub Integrations**
- Microsoft Integrations
- Office 365 Automatic Email Sync
- Office 365 Inbox Add-In for Outlook
- Contacts Sync to Outlook (Office 365)
- Tasks Sync to Outlook (Office 365)
- Appointments Sync to Outlook (Office 365)
- Send and Track Emails directly from PL (Office 365)
- Mass Email Tracking (Office 365)
- Customizable Email Templates (Office 365)
- Custom Word and Excel Templates
- Save Email Attachments to Pipeliner Records
- Google Suite Integrations
- Gmail Automatic Email Sync
- Chrome Extension: Gmail Inbox App
- Google Contacts Sync
- Google Tasks Sync
- Google Appointments Sync
- Send and Track Emails directly from PL (Gmail)
- Mass Email Tracking (Gmail)
- Customizable Email Templates (Gmail)
- Chrome Extension: Web Clipper
- Custom Google Doc and Google Sheets Templates
- Save Email Attachments to Pipeliner Records
- Google Drive Integration
- Add-ons
- Business Card Scanner
- Geolocation
- Autoprofiler
- Mobile App
- Mobile Apps (iOS and Android)
- Calling Integration (over Mobile)
- Education and Technical Support
- In app Product Tours
- In app, context sensitive Help
- Extensive, searchable Knowledge Base
- YouTube Videos
- Online Chat (8×5)
- Email Technical Support (8×5)
- Back-up export › (script executed on demand)*
- Professional Services*
- Admin Training (Online course)*
Enterprise Features
- Key Account Management
- Account Management
- Contact Management
- Account Hierarchy
- Account Relationship Mapping
- Contact Relationship Mapping
- Visual Account and Contact Org Chart
- Visual Opportunity and Lead Buying Center
- Account Matrix View
- Account Health
- Unlimited Accounts & Contacts
- Import Accounts and Contacts from CSV files
- Custom Template Docs (Office 365 and Google Docs)
- Custom Template Spreadsheets (Office 365 and Google Docs)
- Notes Management
- Unlimited Leads & Opportunities
- Opportunity and Lead Pipeline View
- Opportunity, Lead, Account, Contact, and Activity List View
- Opportunity, Lead, Account and Contact Compact View
- Opportunity, Lead, Account & Contact Map View
- Dynamic Velocity View
- Dynamic Target Views
- Target Multiple KPIs
- Custom Profile Views
- Calling Integration (over Mobile)
- Navigator Dashboard
- Opportunity and Lead Archive View
- Multiple Currencies
- Custom Template Docs (Office 365 and Google Docs)
- Custom Template Spreadsheets (Office 365 and Google Docs)
- Opportunity Bubble Chart View
- In-App Notifications
- Sales Force Automation
- Custom Activities per Pipeline Stages (Sales Activities)
- Visual Opportunity and Lead Buying Center
- Lead Management
- Opportunity Management
- Quote Version Management
- Email Automation
- Email Integration
- Company Emails
- Approvals Processes
- Reporting Engine
- Standard Table Reports
- Pivot Table Reports
- Custom Dashboards
- Advanced Reports
- Scheduled Reports
- Audit
- Analytics Engine
- Forecasts & Quotas
- Insights
- Project Engine
- Multiple Custom Projects
- Gantt View
- Objective View
- Communications & Activities
- Online Forms
- Document Management
- Advanced Document Management
- Reminders
- Feeds (Built-in Internal Messaging)
- AI Email Assistant
- Email Sequencing
- Email Personalization
- Customizable Email Templates (Text & HTML)
- Mass Email Tracking
- Calling & Text Messages
- Appointment Scheduler
- Task Management
- Appointment Management
- Unlimited Tasks & Appointments
- Task and Appointment Calendar View
- Tasks Board View
- Appointment Timezone Checker
- Recurring Tasks
- Activities 1-to-Many to Any
- Process/Workflow Automation****
- Automatizer
- Backend Functions & Administration
- Custom Entities
- Custom User Roles and Permissions
- Bulk Ownership Updates
- Import Accounts & Contacts from CSV files
- Import open Leads & Opportunities from CSV files
- Export Accounts/Contacts to Excel/CSV
- Export Leads/Opportunities to Excel/CSV
- Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
- Merge Contact & Accounts
- Custom Pipeline Stages
- Custom Fields for Opportunity, Lead, Account and Contact Form
- Custom Standard Fields for Products
- Unlimited Custom Fields
- Custom Field Description/User Hint
- Custom Web Resource Fields
- Custom Fields Calculations
- Custom Fields Validation Rules
- Custom Fields Pick-Lists
- Custom Fields Dynamic Dropdowns
- Custom Fields Auto-Number Fields
- Custom Products and Services Catalog
- Multiple Custom Pipelines
- Custom Fields per Pipeline Stages (Sales Actions)
- Custom Business Units
- Custom Record Preview
- Custom Accounts Relations
- Custom Standard Fields for Activities
- Custom Activity Types
- Custom Fields Field Permissions
- Multiple Form Views
- Lookup Field
- Rollup Field
- SSL Encryption
- Encryption at Rest
- GDPR Compliance
- 30 MB Attachment Limits
- Attachment Type Restrictions
- Email Domain Restrictions
- Audit Log
- Daily Database Backups
- Sandbox Environment*
- 2-factor Authentication
- Application Integration**
- API Call Limits***
- Automation Hub Integrations**
- Single Sign-On (SAML 2.0)
- Custom (Bespoke) Integration possible
- Microsoft Integrations
- Office 365 Automatic Email Sync
- Office 365 Inbox Add-In for Outlook
- Contacts Sync to Outlook (Office 365)
- Tasks Sync to Outlook (Office 365)
- Appointments Sync to Outlook (Office 365)
- Send and Track Emails directly from PL (Office 365)
- Mass Email Tracking (Office 365)
- Customizable Email Templates (Office 365)
- Custom Word and Excel Templates
- Save Email Attachments to Pipeliner Records
- SharePoint Integration
- Google Suite Integrations
- Gmail Automatic Email Sync
- Chrome Extension: Gmail Inbox App
- Google Contacts Sync
- Google Tasks Sync
- Google Appointments Sync
- Send and Track Emails directly from PL (Gmail)
- Mass Email Tracking (Gmail)
- Customizable Email Templates (Gmail)
- Chrome Extension: Web Clipper
- Custom Google Doc and Google Sheets Templates
- Save Email Attachments to Pipeliner Records
- Google Drive Integration
- Add-ons
- Business Card Scanner
- Geolocation
- Autoprofiler
- Mobile App
- Mobile Apps (iOS and Android)
- Calling Integration (over Mobile)
- Education and Technical Support
- In app Product Tours
- In app, context sensitive Help
- Extensive, searchable Knowledge Base
- YouTube Videos
- Online Chat (8×5)
- Email Technical Support (8×5)
- Back-up export › (script executed on demand)*
- Assigned Account Manager
- Prioritized Technical Support*
- Pipeliner Quarterly Review
- Professional Services*
- Admin Training (Online course)*
- Onboarding Consultancy and Customization*
- Workflow/Automation Consultancy*
- User Training (Web Sessions with Pipeliner Trainer)*
- Manager Training (Web Sessions with Pipeliner Trainer)*
- Admin Training (Web Sessions with Pipeliner Trainer)*
- Onsite Training*
- Standard Data Import from CSV*
- Custom Data Migration*
Unlimited Features
- Key Account Management
- Account Management
- Contact Management
- Account Hierarchy
- Account Relationship Mapping
- Contact Relationship Mapping
- Visual Account and Contact Org Chart
- Visual Opportunity and Lead Buying Center
- Whitespace
- Account Matrix View
- Account Health
- Unlimited Accounts & Contacts
- Import Accounts and Contacts from CSV files
- Custom Template Docs (Office 365 and Google Docs)
- Custom Template Spreadsheets (Office 365 and Google Docs)
- Notes Management
- Account Plans
- Unlimited Leads & Opportunities
- Opportunity and Lead Pipeline View
- Opportunity, Lead, Account, Contact, and Activity List View
- Opportunity, Lead, Account and Contact Compact View
- Opportunity, Lead, Account & Contact Map View
- Dynamic Velocity View
- Dynamic Target Views
- Target Multiple KPIs
- Custom Profile Views
- Calling Integration (over Mobile)
- Navigator Dashboard
- Opportunity and Lead Archive View
- Multiple Currencies
- Custom Template Docs (Office 365 and Google Docs)
- Custom Template Spreadsheets (Office 365 and Google Docs)
- Opportunity Bubble Chart View
- In-App Notifications
- Sales Force Automation
- Custom Activities per Pipeline Stages (Sales Activities)
- Visual Opportunity and Lead Buying Center
- Lead Management
- Opportunity Management
- Quote Version Management
- Email Automation
- Email Integration
- Company Emails
- Approvals Processes
- Reporting Engine
- Standard Table Reports
- Pivot Table Reports
- Custom Dashboards
- Advanced Reports
- Scheduled Reports
- Audit
- Analytics Engine
- Forecasts & Quotas
- Insights
- Project Engine
- Multiple Custom Projects
- Gantt View
- Objective View
- Communications & Activities
- Online Forms
- Document Management
- Advanced Document Management
- Reminders
- Feeds (Built-in Internal Messaging)
- AI Email Assistant
- Email Sequencing
- Email Personalization
- Customizable Email Templates (Text & HTML)
- Mass Email Tracking
- Calling & Text Messages
- Appointment Scheduler
- Task Management
- Appointment Management
- Unlimited Tasks & Appointments
- Task and Appointment Calendar View
- Tasks Board View
- Appointment Timezone Checker
- Recurring Tasks
- Activities 1-to-Many to Any
- Process/Workflow Automation****
- Automatizer
- Backend Functions & Administration
- Custom Entities
- Custom User Roles and Permissions
- Bulk Ownership Updates
- Import Accounts & Contacts from CSV files
- Import open Leads & Opportunities from CSV files
- Export Accounts/Contacts to Excel/CSV
- Export Leads/Opportunities to Excel/CSV
- Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
- Merge Contact & Accounts
- Custom Pipeline Stages
- Custom Fields for Opportunity, Lead, Account and Contact Form
- Custom Standard Fields for Products
- Unlimited Custom Fields
- Custom Field Description/User Hint
- Custom Web Resource Fields
- Custom Fields Calculations
- Custom Fields Validation Rules
- Custom Fields Pick-Lists
- Custom Fields Dynamic Dropdowns
- Custom Fields Auto-Number Fields
- Custom Products and Services Catalog
- Multiple Custom Pipelines
- Custom Fields per Pipeline Stages (Sales Actions)
- Custom Business Units
- Custom Record Preview
- Custom Accounts Relations
- Custom Standard Fields for Activities
- Custom Activity Types
- Custom Fields Field Permissions
- Multiple Form Views
- Lookup Field
- Rollup Field
- SSL Encryption
- Encryption at Rest
- GDPR Compliance
- 30 MB Attachment Limits
- Attachment Type Restrictions
- Email Domain Restrictions
- Audit Log
- Daily Database Backups
- Sandbox Environment*
- 2-factor Authentication
- Application Integration**
- API Call Limits***
- Automation Hub Integrations**
- Single Sign-On (SAML 2.0)
- Custom (Bespoke) Integration possible
- Microsoft Integrations
- Office 365 Automatic Email Sync
- Office 365 Inbox Add-In for Outlook
- Contacts Sync to Outlook (Office 365)
- Tasks Sync to Outlook (Office 365)
- Appointments Sync to Outlook (Office 365)
- Send and Track Emails directly from PL (Office 365)
- Mass Email Tracking (Office 365)
- Customizable Email Templates (Office 365)
- Custom Word and Excel Templates
- Save Email Attachments to Pipeliner Records
- SharePoint Integration
- Google Suite Integrations
- Gmail Automatic Email Sync
- Chrome Extension: Gmail Inbox App
- Google Contacts Sync
- Google Tasks Sync
- Google Appointments Sync
- Send and Track Emails directly from PL (Gmail)
- Mass Email Tracking (Gmail)
- Customizable Email Templates (Gmail)
- Chrome Extension: Web Clipper
- Custom Google Doc and Google Sheets Templates
- Save Email Attachments to Pipeliner Records
- Google Drive Integration
- Add-ons
- Business Card Scanner
- Geolocation
- Autoprofiler
- Mobile App
- Mobile Apps (iOS and Android)
- Calling Integration (over Mobile)
- Education and Technical Support
- In app Product Tours
- In app, context sensitive Help
- Extensive, searchable Knowledge Base
- YouTube Videos
- Online Chat (8×5)
- Email Technical Support (8×5)
- Back-up export › (script executed on demand)*
- Assigned Account Manager
- Prioritized Technical Support*
- Pipeliner Quarterly Review
- Professional Services*
- Admin Training (Online course)*
- Onboarding Consultancy and Customization*
- Workflow/Automation Consultancy*
- User Training (Web Sessions with Pipeliner Trainer)*
- Manager Training (Web Sessions with Pipeliner Trainer)*
- Admin Training (Web Sessions with Pipeliner Trainer)*
- Onsite Training*
- Standard Data Import from CSV*
- Custom Data Migration*
List of Pipeliner CRM Integrations
- Office 365
- Hubspot
- Zendesk
- PandaDoc
- Zapier
- Jira
- Zoom
- Dropbox
- FullContact
- Tray.io
Other Features
| Feature | Is It Included |
|---|---|
| API | Yes |
| Outlook Integration | Yes |
| Gmail Integration | Yes |
| QuickBooks Integration | Yes |
| Shopify Integration | Yes |
| WordPress Integration | No |
| Mailchimp Integration | Yes |
| WhatsApp integration | No |
| Facebook Integration | Yes |
| LinkedIn Integration | No |
| Twitter/X Integration | Yes |
| Google Calendar Integration | Yes |
| Excel Integration | Yes |
| Office 365 Integration | Yes |
| Google Sheets Integration | No |
| Xero Integration | Yes |
| Notion Integration | No |
| Asana Integration | Yes |
| Trello Integration | Yes |
| Zapier Integration | Yes |
| Invoicing | No |
| Marketing Automation | Yes |
| Email Marketing | Yes |
| SMS & Text Messaging | No |
| Project Management | Yes |
| AI | Yes |
| Voip & Telephony Integration | No |
| Dialer | No |
| Contract Management | Yes |
| Inventory Management | No |
| Quoting | Yes |
| Drip Marketing | Yes |
| Customer Portal | No |
| Appointment Scheduling | Yes |
| Workflow Automation & Management | Yes |
| ERP | No |
| Order Management | No |
| Ticketing System | No |
| Call Recording | Yes |
| Call Tracking | No |
| Task Management | Yes |
| Paypal & Payment Processing | No |
| Document Management | Yes |
| Shared Inbox | No |
| Create Landing Pages | Yes |
| Chat Function | Yes |
| Website Builder | No |
| Help Desk | Yes |
| GPS Tracking | No |
| Loyalty Program | No |
| Cloud Storage | Yes |
| Document Storage | Yes |
| Mapping | Yes |
Industry Specific CRM Solution
- Accountants & Accounting Firms: No
- Architects & Architecture Firms: No
- Automotive Industry: No
- Banks & Banking: Yes
- Call Centers: No
- Car & Auto Dealerships: No
- Charity & Non-profit: No
- Churches: No
- Cleaners & Cleaning Businesses: No
- Coaches: No
- Consultants & Consulting Firms: Yes
- Construction: No
- Contractors: No
- Co-working: No
- Credit Unions: No
- Customer Service: No
- Dentists: No
- Doctors: No
- Ecommerce: No
- Email Marketing: No
- Electricians & Electrical Contractors: No
- Engineers & Engineering Firms: No
- Event Management: No
- Field Service: No
- Financial Advisors & Services: Yes
- Freight Brokers & Forwarders: No
- Government & Public Sector: No
- Graphic Designers & Creatives: No
- Gyms: No
- Healthcare Providers: No
- Hotels & Hospitality: No
- HVAC: No
- Insurance Agents: Yes
- Investment Banking: No
- Landscapers: No
- Lawyers & Law Firms: No
- Logistics: Yes
- Manufacturing: Yes
- Marketing: No
- Mortgage Brokers & Loan Offices: No
- Movers & Moving Companies: No
- Museums: No
- Personal Trainers: No
- Photographers: No
- Plumbers: No
- Political Campaigns: No
- Private Equity: No
- Professional Services: No
- Property Management: No
- Real Estate: No
- Recruiting & Recruitment Agencies: No
- Restaurants: No
- Retail: No
- Roofers & Roofing: No
- SaaS: No
- Schools: No
- Senior Living: No
- Solar Businesses: No
- Sports Teams: No
- Staffing Agencies: No
- Telemarketing: No
- Therapists: No
- Tour Operators: No
- Travel Agents: No
- Universities, College & Higher Education: No
- Web Designers: No
- Wholesalers & Distributors: No
Pipeliner CRM Pros & Cons
Pros
- Features various data viewing options
- Email Sequences functionality
- Intuitiveness and visual nature of the application
Cons
- Limited customization
- Expensive
- No Free plan
Website: Pipeliner CRM website
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