Sobre o Pipeliner CRM

Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI. Plus users can easily customize what they see to make the system their own.

Pipeliner’s administration backend is also visual and easy to use with drag ‘n drop, in-line editing and other non-technical tools. A key differentiator is that Pipeliner does not require a fulltime admin or expensive certified technical resources.

There is also a very powerful reporting engine built-into the product which allows reports to be generated from any view or area within the system. There are multiple types of reports available from standard to pivot to advanced and graphical dashboards.

At Pipeliner there is a strong belief in focusing on core competencies which is why Pipeliner delivers the best in sales force automation and then provides an easy and seamless way for customers to integrate with other best of breed systems like Ticketing or Marketing Automation or any other system a customer may be using. Pipeliner also provides many “Automation Add-ins” that automate routine tasks that would require manual intervention in other systems.

The Pipeliner Mobile CRM App is the most advanced on the market and the only one with the built-in Artifical Intelligence engine, Voyager. With location and mapping features, voice to text, business card scanning and more, the mobile app enables real efficiency on the go.

Principais benefícios do Pipeliner CRM

☆ Email Integrations ☆
Email Integrations - Continue working in your email platform utilizing Pipeliner’s winning formula.

☆ Navigator ☆
Cut out the noise and focus on what’s immediately important with Pipeliner’s Navigator tool. Find 5 basic components all in one view: activity stream, target overview, notifications, suggestions and business overview.

☆ Sales Process ☆
Pipeliner adapts to a company’s sales process stages within minutes. Drag and drop your sales opportunities from one stage to another, track and analyze your opportunities, and find an instant overview of your business.

☆ Performance Insights ☆
Instantly see how your salespeople are performing using key performance indicators that you select as important for your business. Even compare individuals or sales units using the graph view.

☆ Mobile ☆
Access Pipeliner on-the-go with our mobile app

☆ Workflow Automation ☆
No code process automation engine

Dispositivos

Porte da empresa

P M G

Mercados

Austrália, Canadá, Alemanha, Reino Unido, Índia, México, Estados Unidos

Idiomas

alemão, espanhol, francês, inglês, português

Imagens

The Better CRM!
Sales-friendly interface
Workflow automation engine (no-code)
Visual, easy to use Admin
Robust reporting engine and dashboards
Easy integration with other products
Mobile CRM with in-built AI
Sales CRM insights user detail
Sales CRM team insights main view
Sales CRM buying center view
org chart
Sales lead detail view
Sales leads pipeline view
Sales management reports view
Sales activities task view
Mobile crm sales dashboard view
Account detail view
mobile opportunity view list
Mobile task list view
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Pipeliner CRM - Vídeo
Captura de tela do Pipeliner CRM: The Better CRM! Captura de tela do Pipeliner CRM: Sales-friendly interface Captura de tela do Pipeliner CRM: Workflow automation engine (no-code) Captura de tela do Pipeliner CRM: Visual, easy to use Admin Captura de tela do Pipeliner CRM: Robust reporting engine and dashboards Captura de tela do Pipeliner CRM: Easy integration with other products Captura de tela do Pipeliner CRM: Mobile CRM with in-built AI Captura de tela do Pipeliner CRM: Sales CRM insights user detail Captura de tela do Pipeliner CRM: Sales CRM team insights main view Captura de tela do Pipeliner CRM: Sales CRM buying center view Captura de tela do Pipeliner CRM: org chart Captura de tela do Pipeliner CRM: Sales lead detail view Captura de tela do Pipeliner CRM: Sales leads pipeline view Captura de tela do Pipeliner CRM: Sales management reports view Captura de tela do Pipeliner CRM: Sales activities task view Captura de tela do Pipeliner CRM: Mobile crm sales dashboard view Captura de tela do Pipeliner CRM: Account detail view Captura de tela do Pipeliner CRM: mobile opportunity view list Captura de tela do Pipeliner CRM: Mobile task list view

Recursos

Total de recursos do Pipeliner CRM: 81

  • API
  • Acesso para Celular
  • Acompanhamento de atividades
  • Agendamento de tarefas
  • Alertas/notificações
  • Análise de tendências de vendas
  • Armazenamento de documentos
  • Arquivo morto e retenção
  • Arrastar e soltar
  • Automação de marketing
  • Banco de dados de contatos
  • Banco de dados do cliente
  • Bate-papo ao vivo
  • CRM
  • Campos personalizáveis
  • Captura de leads
  • Catálogo de produtos
  • Compras e recebimento
  • Contatos compartilhados
  • Controle do progresso de tarefas
  • Controles/permissões de acesso
  • Criação de diagramas
  • Criação de fluxogramas
  • Detecção de duplicados
  • Distribuição de leads
  • Ferramentas de colaboração
  • Ferramentas de prospecção
  • Formulários na Internet
  • Geolocalização
  • Geração de leads
  • Gerenciamento de contatos
  • Gerenciamento de documentos
  • Gerenciamento de e-mails
  • Gerenciamento de fornecedores
  • Gerenciamento de reuniões
  • Gestão de auditorias
  • Gestão de canais
  • Gestão de capacitação
  • Gestão de compromissos
  • Gestão de conteúdo
  • Gestão de leads
  • Gestão de oportunidades
  • Gestão de tarefas
  • Gestão de vendas de campo
  • Gestão do conhecimento
  • Gestão do desempenho
  • Gestão do fluxo de trabalho
  • Gestão do pipeline
  • Gestão do pipeline de vendas
  • Gestão territorial
  • Importação/exportação de dados
  • Indicadores de desempenho
  • Integração de bate-papo interno
  • Integração de redes sociais
  • Integração do Microsoft Outlook
  • Integrações de terceiros
  • Lead Nurturing
  • Mapas geográficos
  • Marketing por e-mail
  • Múltiplas moedas
  • Orçamentos/estimativas
  • Permissões por função
  • Pesquisa e filtro
  • Previsão
  • Previsão de vendas
  • Qualificação de leads
  • Rastreamento de fonte
  • Rastreamento de interações
  • Rastreamento de recomendações
  • Relatórios de vendas
  • Relatórios do pipeline
  • Relatórios e análise de dados
  • Relatórios e estatística
  • Relatórios em tempo real
  • Relatórios personalizáveis
  • Segmentação
  • Segmentação de leads
  • Segurança de SSL
  • Sistema de calendário ou lembretes
  • Tarefas recorrentes
  • XML/RSS

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Avaliações

Classificação geral

4,7 /5
(165)
Relação qualidade/preço
4,5/5
Recursos
4,6/5
Praticidade
4,6/5
Suporte ao cliente
4,6/5

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Exibindo 5 avaliações de 165
Kannan K.
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 2-10 funcionários
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente

Pipeliner CRM - Customer Success Platform built on Principles by Sales Professionals for Sales...

Avaliado em 12/11/2015

Salespeople are a rare breed. They love meeting and/or talking to customers all the time. For them,...

Salespeople are a rare breed. They love meeting and/or talking to customers all the time. For them, productivity is measured in terms of number of deals closed every month. They are the entrepreneurs within the organization. They think the company runs successfully because of them. And they are simply right.

They have no time to do data entry. They simply do not have the time to follow cumbersome procedures. They want a CRM product that simply thinks like they do. And Pipeliner fits the bill perfectly. I am yet to see a product that is crafted for the Salespeople. As a salesperson, I am in love with Pipeliner, the CRM Software that made me fall in love with Sales again.

Vantagens

Ease of Use
Integration with Apps that you use
Visualization of Sales stages
No expert skills required
Lets you focus on the right leads at the right time
Always available on the cloud and on your mobile devices [Android, iOS apps] - whether you are connected or not. Auto Syncing once you are connected.

There are no multiple editions to choose from. Single edition and you get all the features at one low price.
Over a 3 year period, you will pay 50% less than the popular cloud app [that tries to do everything under the sun completely ignoring the very purpose with which the company was started or what their name means]. Whereas Pipeliner is built for the Sales Force. To empower them in true sense.

What's more? You would have achieved more sales than if you use the popular cloud app. And cultivated happy customers for life.

Do you want more sales ? Do you want to manage your sales leads with utmost sophistication ? Do you want to make sure your sales people focus on the right clients at the right time ? Do you want to see your pipelines visually ? Do you want instant intelligence on everything about Sales at your fingertips ? Do you want your sales people to fall in love with Sales again ? The answer is "Pipeliner CRM". Go for it. You will NOT have any regrets.

Desvantagens

Nothing whatsoever. I have no complaints at all.

Robert K.
Classificação geral
  • Setor: Alimentação e bebidas
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Pipeliner CRM - Powerful and Flexible

Avaliado em 12/01/2020

Vantagens

Pipeliner CRM system is very visual and easy to navigate. The visual Pipeliner makes it easy to track and manage the different stages of your project pipelines! The Navigator feature gives an instant visual update on what indicators are lagging and progress vs sales targets.

Desvantagens

There is not much to dislike with this software. Initial set up can take a little effort (no more that others), but once complete little effort is required to maintain and use this program.

Isaac I.
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 201-500 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 9.0 /10

A Top Notch Customer Relationship Management Tool.

Avaliado em 12/03/2021

I have used Pipeliner CRM and I can tell you that its worth the value of your money!

I have used Pipeliner CRM and I can tell you that its worth the value of your money!

Vantagens

It has top notch Graphic User Interface with Seamless ability to Integrate with other applications. Its also easy to navigate.

Desvantagens

Its only a CRM tool.I wish the producers can make other competing softwares aside the CRM Key features it has.

Agustin F.
Classificação geral
  • Setor: Internet
  • Porte da empresa: 51-200 funcionários
  • Usado Diariamente durante 6 a 12 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 2.0 /10

Really bad tool if we think that MKT and Sales are one team

Avaliado em 20/02/2020

If I work alone in my own company really good, if not I would look for another option.

If I work alone in my own company really good, if not I would look for another option.

Vantagens

From a sales point of view it was really easy to use the pipeline and forecast as well as setting future tasks

Desvantagens

Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless.

Charles N.
Classificação geral
  • Setor: Mineração e metais
  • Porte da empresa: 11-50 funcionários
  • Usado Diariamente durante 1 a 5 meses
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

The Best CRM Software in Town

Avaliado em 25/09/2019

Pipeliner CRM is a software that I have used for my business over a period of time, and I can...

Pipeliner CRM is a software that I have used for my business over a period of time, and I can testify that it is quite easy and cheaper to use than other softwares for CRM. The quality and durability is immeasurable and very refined. It can track and save lead information that can help you generate sales.

Vantagens

I like almost everything about CRM Pipeliner, but I love it mostly because it's easy to use, and its quality is unquantifiable. So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.

Desvantagens

What I like least about the Pipeliner CRM is the clip tool that enables user to save lead generated from the internet websites.

Exibindo 5 avaliações de 165 Leia todas as avaliações

Perguntas frequentes sobre o Pipeliner CRM

Abaixo estão algumas perguntas frequentes sobre o Pipeliner CRM.

O Pipeliner CRM oferece os seguintes planos de pagamento:

  • A partir de:
  • Modelo de preços: Assinatura
  • Teste Grátis: Disponível

Não temos informações sobre os recursos do Pipeliner CRM.

Os clientes habituais do Pipeliner CRM são:

Profissional autônomo, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

O Pipeliner CRM está nos seguintes idiomas:

alemão, espanhol, francês, inglês, português

O Pipeliner CRM é compatível com os seguintes dispositivos:

Android (celular), iPhone (celular), iPad (tablet)

O Pipeliner CRM se integra com os seguintes aplicativos:

Act-On, ActiveCampaign, Box, Capture, CollabSpot, Constant Contact, Desk.com, DocuSign, Dropbox Business, Eventbrite, Facebook, FreshBooks, Freshdesk, Freshservice, Gmail, GoToWebinar, Google Calendar, Google Contacts, Google Drive, Google Workspace, HubSpot CRM, HubSpot Marketing Hub, Intercom, JotForm, Kloudless, Mad Mimi, Magento Commerce, Mailchimp, Microsoft 365, Microsoft Outlook, Microsoft SharePoint, Olark, OneDrive, PandaDoc, PieSync, Salesforce Marketing Cloud, Twitter, VerticalResponse, WebMerge, Wufoo, Xero, Yesware, Zapier, Zendesk

O Pipeliner CRM oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para Pipeliner CRM.