Pipeliner CRM Features
What are the features of Pipeliner CRM?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Customer Contract Management
Marketing Automation
- Lead Management
Customer Support
- Case Management
- Customer Support Portal
- Knowledge Base
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
Top Rated Pipeliner CRM Alternatives
Pipeliner Categories on G2
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Platform
Customization | Based on 97 Pipeliner CRM reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 91% (Based on 97 reviews) | |
Workflow Capability | Based on 92 Pipeliner CRM reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 93% (Based on 92 reviews) | |
User, Role, and Access Management | Based on 98 Pipeliner CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 92% (Based on 98 reviews) | |
Internationalization | Based on 75 Pipeliner CRM reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 91% (Based on 75 reviews) | |
Sandbox / Test Environments | Based on 69 Pipeliner CRM reviews and verified by the G2 Product R&D team. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 91% (Based on 69 reviews) | |
Document & Content Mgmt. | Based on 85 Pipeliner CRM reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 88% (Based on 85 reviews) | |
Performance and Reliability | Based on 95 Pipeliner CRM reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 93% (Based on 95 reviews) | |
Output Document Generation | Based on 78 Pipeliner CRM reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 90% (Based on 78 reviews) |
Sales Force Automation
Contact & Account Management | Based on 295 Pipeliner CRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 90% (Based on 295 reviews) | |
Partner Relationship Mgmt. (PRM) | Based on 207 Pipeliner CRM reviews and verified by the G2 Product R&D team. Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information | 90% (Based on 207 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 294 Pipeliner CRM reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 92% (Based on 294 reviews) | |
Task / Activity Management | Based on 286 Pipeliner CRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 90% (Based on 286 reviews) | |
Territory & Quota Management | Based on 231 Pipeliner CRM reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 89% (Based on 231 reviews) | |
Desktop Integration | Based on 270 Pipeliner CRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 91% (Based on 270 reviews) | |
Product & Price List Management | Based on 230 Pipeliner CRM reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 89% (Based on 230 reviews) | |
Quote & Order Management | Based on 226 Pipeliner CRM reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 88% (Based on 226 reviews) | |
Customer Contract Management | Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. This feature was mentioned in 228 Pipeliner CRM reviews. | 89% (Based on 228 reviews) |
Marketing Automation
Email Marketing | Based on 219 Pipeliner CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 89% (Based on 219 reviews) | |
Campaign Management | Based on 202 Pipeliner CRM reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 88% (Based on 202 reviews) | |
Lead Management | Based on 267 Pipeliner CRM reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 93% (Based on 267 reviews) |
Customer Support
Case Management | See feature definition | Tracks issues/help requests reported by customers through the resolution process. 232 reviewers of Pipeliner CRM have provided feedback on this feature. | 89% (Based on 232 reviews) |
Customer Support Portal | Based on 230 Pipeliner CRM reviews and verified by the G2 Product R&D team. Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. | 91% (Based on 230 reviews) | |
Knowledge Base | Based on 245 Pipeliner CRM reviews and verified by the G2 Product R&D team. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 91% (Based on 245 reviews) | |
Call Center Features | Based on 200 Pipeliner CRM reviews. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 89% (Based on 200 reviews) | |
Support Analytics | Based on 215 Pipeliner CRM reviews. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 91% (Based on 215 reviews) |
Integration
Data Import & Export Tools | Based on 97 Pipeliner CRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 92% (Based on 97 reviews) | |
Integration APIs | Based on 85 Pipeliner CRM reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 90% (Based on 85 reviews) | |
Breadth of Partner Applications | Based on 71 Pipeliner CRM reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 92% (Based on 71 reviews) |
Mobile & Social
Social Collaboration Features | Based on 218 Pipeliner CRM reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 90% (Based on 218 reviews) | |
Social Network Integration | Based on 227 Pipeliner CRM reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 91% (Based on 227 reviews) | |
Mobile User Support | Based on 253 Pipeliner CRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 90% (Based on 253 reviews) |
Reporting & Analytics
Reporting | Based on 282 Pipeliner CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 91% (Based on 282 reviews) | |
Dashboards | Based on 272 Pipeliner CRM reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 92% (Based on 272 reviews) | |
Forecasting | Based on 248 Pipeliner CRM reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 92% (Based on 248 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. | Not enough data | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. | Not enough data | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices. | Not enough data | |
Interactive Dashboards | Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | Not enough data | |
Data Segmentation | Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | Not enough data |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. | Not enough data | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. | Not enough data | |
Risk Analysis | Warns sales teams of accounts that may be at risk of being lost. | Not enough data | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. | Not enough data |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. | Not enough data | |
Sales Gamification | Enables competition between a sales team by providing things like challenges and scoreboards. | Not enough data | |
Account-Based Analytics | Provides insightful data at the account level to arm salespeople with the most relevant information possible. | Not enough data | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | Not enough data |
Analytics
Open Rates | Records the rate at which emails are opened. | Not enough data | |
Link Activity | Records the rate at which links in emails are followed. | Not enough data | |
Attachment Activity | Records the rate at which email attachments are opened or downloaded. | Not enough data |
Customizations
Email Platform Integration | Syncs information from other software such as contacts, emails and calls to reduce manual data entry. | Not enough data | |
Email Scheduling | Allows administrators to schedule out emails in advance. | Not enough data | |
Notifications | Reminds administrators to follow-up on emails based on pre-set reminders. | Not enough data | |
Email Categorization | Allows for the categorization of emails. | Not enough data | |
Templates | Allows for the creation of templates for frequently-sent emails. | Not enough data |
Incentives
Triggers | Based on 32 Pipeliner CRM reviews and verified by the G2 Product R&D team. Automatically recognizes achievements that should be added to the leaderboard. | 88% (Based on 32 reviews) | |
Commission Calculator | Based on 27 Pipeliner CRM reviews and verified by the G2 Product R&D team. Helps users determine sales goals by calculating potential commission rates. | 90% (Based on 27 reviews) | |
Leaderboards | As reported in 32 Pipeliner CRM reviews. Highlights top-performing employees to publicly reward their achievements. | 85% (Based on 32 reviews) |
Personalization
Profiles | Based on 39 Pipeliner CRM reviews. Creates user profiles similar to social media pages that display private or public statuses and updates. | 88% (Based on 39 reviews) | |
Custom Reports | Based on 46 Pipeliner CRM reviews and verified by the G2 Product R&D team. Generates reports with customizable fields to further understand employee performance. | 90% (Based on 46 reviews) | |
Dashboards | Based on 38 Pipeliner CRM reviews and verified by the G2 Product R&D team. Visualizes individual and team insights such as new leads and outbound calls. | 89% (Based on 38 reviews) | |
Goal Setting | Based on 34 Pipeliner CRM reviews and verified by the G2 Product R&D team. Allows teams to set trackable goals within the tool. | 93% (Based on 34 reviews) | |
Branding | Personalize booking page with custom logos and colors to match branding | Not enough data | |
Links | Personalize a booking link to share with customers | Not enough data |
Administrative
Integration | Based on 38 Pipeliner CRM reviews and verified by the G2 Product R&D team. Integrates with CRM and financial systems to help determine goals | 90% (Based on 38 reviews) | |
Employee Structure | Based on 43 Pipeliner CRM reviews and verified by the G2 Product R&D team. Organizes team members by roles, activities and objectives and weighs tasks by importance. | 89% (Based on 43 reviews) | |
Behavior Monitoring | As reported in 13 Pipeliner CRM reviews. Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | 90% (Based on 13 reviews) |
Lead Facilitation
Customer-facing Chatbot | Offers a chatbot to initiate and carryout inital conversations with prospects and leads. | Not enough data | |
Lead Qualification | Automatically calculates which leads are the most likely to become a customer. | Not enough data | |
Lead Follow-up | Automatically contacts all leads. | Not enough data | |
Meeting Scheduling | Utilizes natural language processing to set up meetings. | Not enough data |
Organization
Opportunity and Pipeline Management | Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | Not enough data | |
Data Entry | Automates the entry of collected data. | Not enough data | |
Integrations / APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. | Not enough data |
Performance Analysis
Coaching | Provides real-time coaching to sales representatives. | Not enough data | |
Peformance Tracking | Tracks and analyzes sales representative performance. | Not enough data |
Sales Analysis
ROI Forecasting | Measure return on investment and leverage data to predict profitability of future projects. | Not enough data | |
Sales Forecasting | Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | Not enough data |
Sales Team
Flexible Sales Process | Can operate under at least two distinct sales methodologies | Not enough data | |
Training Mode | Includes recording and review capabilities to train new salespeople or review old deals | Not enough data | |
Playbooks | Creates and stores multiple playbooks for sales | Not enough data |
Intelligence
Opportunity Identification | Highlights cross-sell, upsell, and white space opportunities | Not enough data | |
Zero-touch Renewals | Can fully automate the deal renewal process | Not enough data | |
Smart Content | Suggests content appropriate to stage and tone of the deal | Not enough data |
Mapping
Multiple Org Charts | Allows multiple relationship maps for each account and opportunity | Not enough data | |
Stakeholder Roles | Includes explicit definitions of stakeholder roles | Not enough data |
Notifications
Confirmations & Reminders | Ability to send confirmation and reminder emails & texts | Not enough data | |
Appointment Follow-Up | Ability to send automated follow-up emails/texts upon conclusion of appointment | Not enough data | |
Scheduling Notifications | Receive a notification whenever a customer schedules an appointment | Not enough data |
Settings
Time Zone Detection | Automatically detects the time zone of both parties to avoid booking mistakes | Not enough data | |
Availability Settings | Ability to set preferred availability to ensure appointments are only booked during approved times | Not enough data | |
Blocked Time Settings | Ability to block off additional time between appointments for travel or preparation | Not enough data |
Integrations
Multi- Calendar Integration | Integrates with multiple calendars, such as: Google Calendar, Microsoft Outlook, iCloud Calendar, etc. | Not enough data | |
Website Integration | Provides the ability to be embedded into websites | Not enough data | |
Payment Acceptance | Integrates with payment processing software to accept payment from customers | Not enough data | |
Video Conferencing | Integrates with video conferencing tools to allow for virtual appointments | Not enough data | |
Communication | Integrates with SMS providers or instant messaging platforms to communicate directly with customers | Not enough data |
Generative AI
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data | |
AI Text Summarization | Condenses long documents or text into a brief summary. | Not enough data | |
AI Text-to-Speech | Simulates human-like speech from text inputs. | Not enough data | |
AI Text Generation | Allows users to generate text based on a text prompt. | Not enough data |
