What is Pipeliner CRM?

Pipeliner CRM stands out as an AI-powered customer relationship management platform tailored for sales teams seeking efficiency, automation, and actionable insights. Featuring the integrated Voyager AI assistant, Pipeliner enables proactive guidance, intelligent automation, and advanced analytics for sales organizations of all sizes. The user-focused, visual interface reduces complexity, ensuring fast adoption and easy management without requiring specialized IT skills.

With built-in workflow automation tools, customizable dashboards, robust reporting, and seamless integrations with Google and Microsoft suites, Pipeliner CRM supports every stage of the sales pipeline. Automated processes, AI-driven forecasts, and real-time activity tracking empower users to optimize performance and achieve measurable results, while flexible customization accommodates unique business requirements. Comprehensive support resources and onboarding services ensure a smooth, successful CRM experience.

Features

AI-Powered Assistant: Intelligent automation and proactive sales guidance.
Visual Sales Pipeline Management: Instant view and tracking of deals and progress.
Automatizer Workflow Engine: No-code automation of repetitive sales tasks.
Advanced Reporting & Analytics: In-depth reporting, forecasting, and customizable dashboards.
Relationship Mapping: Visual maps of accounts, contacts, and buying centers.
Seamless Integrations: Supports Google Suite, Microsoft Suite, and numerous third-party apps.
Flexible Customization: Custom fields, entities, and personalized user interfaces.
Mobile CRM: Full-feature access via iOS and Android apps.
Robust Security: GDPR compliance, encryption at rest, and advanced permissions.
Comprehensive Support: Built-in help, knowledge base, onboarding, and customer success programs.

Use Cases

Automating repetitive sales processes for increased team efficiency.
Tracking and visualizing sales pipelines across multiple teams or departments.
Managing complex customer relationships and organizational account hierarchies.
Generating advanced sales forecasts and business analytics.
Personalizing communication through AI-driven email sequencing and templates.
Facilitating collaborative sales campaigns and tracking team goals.
Synchronizing contacts, tasks, and emails with Google and Microsoft ecosystems.
Empowering remote sales teams through mobile CRM capabilities.

FAQs

What features are included in the free trial?

The free trial allows users to test any tier of Pipeliner CRM and access corresponding features, including account management, visual pipelines, automations, analytics, and reporting based on the selected plan.
How does the free trial work?

Users can activate a 14-day free trial without providing payment information, enabling them to explore the features and benefits of Pipeliner CRM before committing to a subscription.
What type of support is available for new users?

Pipeliner CRM offers comprehensive onboarding support, access to a searchable knowledge base, built-in product tours, and direct assistance from technical support staff to ensure successful implementation.
Is Pipeliner CRM suitable for large enterprises?

Yes, Pipeliner CRM is designed for scalability and supports mid-sized to large and enterprise organizations, with features like customizable workflows, advanced permissions, and integration options.
How secure is customer data within Pipeliner CRM?

Pipeliner CRM prioritizes data security with GDPR compliance, encryption at rest, and granular permission controls to ensure privacy and regulatory adherence.