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Pipeliner Crm

Brand : Pipelinersales, Inc

Starting at $ 65

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Pipeliner Crm is a complete CRM Software designed to serve Startups, SMBs, SMEs and Agencies. This CRM Software for Web-Based has a simple interface and is easy to use. Pipeliner Crm provides end-to-end solutions for Windows, IOS, Android operating systems and is compatible with Desktop, Mobile, Ta...Read more

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Pipeliner Crm Software Pricing, Features & Reviews

What is Pipeliner Crm?

Pipeliner Crm is a complete CRM Software designed to serve Startups, SMBs, SMEs and Agencies. This CRM Software for Web-Based has a simple interface and is easy to use. Pipeliner Crm provides end-to-end solutions for Windows, IOS, Android operating systems and is compatible with Desktop, Mobile, Tablet. Pipeliner Crm CRM Software helps with Account Management,Sales Automation,Contact Management and Admin Panel. It also assists in Email Integration,Lead Management,Mobile CRM and Productivity.

Pipeliner Crm Pricing & Plans

Starter(Billed Annually)
  • Account Management
  • Contact Management
  • Lead Management
  • Email Automation
  • Document Management
    • Users
    • Monthly
Starting at $ 65
Business(Billed Annually)
  • Account Management
  • Contact Management
  • Lead Management
  • Email Automation
  • Document Management
    • Users
    • Monthly
Starting at $ 85
Enterprise(Billed Annually)
  • Account Management
  • Contact Management
  • Lead Management
  • Email Automation
  • Document Management
    • Users
    • Monthly
Starting at $ 115
Unlimited(Billed Annually)
  • Account Management
  • Contact Management
  • Lead Management
  • Email Automation
  • Document Management
    • Users
    • Monthly
Starting at $ 150

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Pipeliner Crm Features

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Sales Management

  • icon_check Lead Management Capture, track, and nurture leads across different stages of the sales cycle.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.
  • icon_check Quote Management Generate accurate, branded quotes and proposals to accelerate sales processes.
  • icon_check Sales Forecasting Predict future sales and revenue using historical data and current opportunities.
  • icon_check Deal Management Organize, prioritize, and manage deals, ensuring timely follow-up and closure.
  • icon_check Sales Automation Automate tasks like follow-up emails, lead assignment, and reminder notifications.
  • icon_check Workflow Automation and Management Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Opportunity & Pipeline Management Visualize and track deals through stages from lead generation to closing.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.

Marketing Automation

  • icon_check Email Marketing Design and send personalized email campaigns, track opens, clicks, and conversions.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns across channels and touchpoints.
  • icon_check Lead Nurturing Engage and educate leads over time with targeted content to move them toward conversion.
  • icon_check Customer Journey Tracking Monitor and analyze the customer journey from awareness to purchase.
  • icon_check Customer Segmentation Group customers based on behavior, demographics, or preferences for tailored campaigns.
  • icon_check Event-Triggered Workflows Automate responses and actions based on customer behaviors (e.g., email opens, site visits).
  • icon_check Automated Campaigns Automatically trigger campaigns based on customer behavior, interests, or milestones.

Data Sourcing / Integrations

  • icon_check Social Media Integration Manage social media accounts and track customer engagement directly within the CRM.
  • icon_check Data Import/Export Easily import/export customer and business data in bulk or via integration with other systems.
  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrate with marketing platforms (e.g., Google Ads, HubSpot) to enhance campaign effectiveness.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Collaboration Tools

  • icon_check Team Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Task / Activity Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Omnichannel Support Provide consistent customer support across multiple channels, including email, chat, and social media.

Security & Compliance

  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check Audit Trails Maintain a log of all user actions for accountability and security auditing.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR & Data Privacy Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.
  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.

AI & Machine Learning

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead Scoring Use AI to score leads based on their likelihood to convert, helping prioritize sales efforts.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Real Time Analytics Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Campaign Performance Measure the effectiveness of marketing campaigns, including ROI, reach, and conversion rates.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Sales Performance Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Customer Insights Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Performance Tracking Monitor team performance across various functions, tracking progress against KPIs.

Alerts & Notifications

  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).
  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.

Pipeliner Crm Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Ubuntu Windows iOS Android MacOS Linux
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises
  • Email, Live Chat, Communities
  • Videos
  • English

Pipeliner Crm Reviews and Ratings

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Pipelinersales, Inc Company Details

Brand Name Pipelinersales, Inc
Information Pipeliner CRM, a sales enablement tool for Sales management and salespeople – focusing on pipeline management, sales process and analytics.
Founded Year 2009
Director/Founders Nikolaus Kimla
Company Size 101-500 Employees

Pipeliner Crm FAQ

A Pipeliner Crm CRM Software is compatible with Windows, IOS and Android operating systems.
A Pipeliner Crm CRM Software app is available for , Mobile and Tablet.
A Pipeliner Crm CRM Software supports Web-Based.
A Pipeliner Crm CRM Software is typically used in All Industries.
A Pipeliner Crm CRM Software demo is available for free with Techjockey.com
A Pipeliner Crm CRM Software offers a free trial. However, the premium plan with advanced features available at Techjockey .
A For Pipeliner Crm CRM Software installation, insert the given CD/USB flash storage in your system and open the Setup Wizard to get started.
A Pipeliner Crm CRM Software helps with Account Management,Sales Automation,Contact Management and Admin Panel. It's a complete solution for Email Integration,Lead Management,Mobile CRM and Productivity.

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