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Pipeliner CRM

Pipeliner CRM

Verified

Pipeliner CRM is a sales tool that is designed for sales teams. With a focus on visualization and not traditional database look and feel. Your sales people may feel this product is convenient to get used to, as their is not much for the sales person to do, with the exception of logging activity. The tool also has many options for the sales manager, to help their salespeople along the closing process.

There are not any "eye-popping" features, it is much of the normal CRM functionality e.g. accounts, contacts, leads, opportunities, activity tracking, etc. Pipeliner is a newer product, and according to their website some of the recent reporting features that have been released are functions you'd expect all CRM Software's to include.

Pricing starts at the low side of $25 per user per month, and goes upwards to $125 per user per month.

If you are a sales manager or small sales team and needs basic CRM that can be rolled out quickly, Pipeliner may work for you. If you need to manage the customer after selling them, this product is not the best choice and we do not recommend it.


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.pipelinersales.com

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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