Pipeliner

Pipeliner

118 reviews

WH Score

8.4

Top Pipeliner Features

What are the Best Pipeliner Features?

Customer Relationship Management (CRM) Features

Case Management
Pipeline Management
Deal Management
Account Management

Lead Management

Lead Generation

Supported Channels

Chat/IM
Email

Reporting & Analytics

Service Analytics
Forecasting
Audit Trail
Dashboard
Email Reports
Lead and Opportunity Tracking
Data Analytics
KPI Tracking
Lead Scoring
Pivot Table Reports

Collaboration Tools

Notes

Document Management

File Sharing

Workflow Automation

Email Automation

Systems/Administrative

Sandbox
Multiple Currencies

Sync/Refresh

Email Sync

Project Management Features

Workflow Management

Data Migration

Data Export

Identity and Access Management (IAM)

Multi-Factor Authentication (MFA)

Integration Options

APIs

Google Workspace

Google Drive

Compliance Accreditations

GDPR

Limits

User Limit

Pipeliner Top Features Related Review

R

Rhonda

Reviewed on 23 June 2020

Pipeliner CRM Review

Using this system was fantastic. It links effortlessly and it is user friendly.

Pros

Installing and operating the program is simple, viewing my reports from a central point is possible thanks to the visual dashboard.

Cons

After uploading my contacts CSV, some of the information didn’t appear.

View All Pipeliner Reviews

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