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Pipeliner CRM

Pipeliner CRM is a highly visual CRM with AI-powered sales automation.

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Our verdict

Who should look elsewhere

The Starter plan requires a minimum of 3 users, which might not be suitable for very small businesses or individual users.

Pros

  • +Offers comprehensive CRM functionality tailored for mid-sized, large, and enterprise organizations, scaling by capability rather than complexity.
  • +Features an intuitive, visual, and engaging interface with AI assistance, designed for fast adoption and ease of use by salespeople.
  • +Provides robust automation capabilities, including process automation, automated approval processes, and managed workflows, to streamline sales operations.
  • +Includes a true reporting and business analytics engine embedded directly within the CRM, offering advanced forecasting, quota management, and custom dashboards.

Cons

  • −The Starter plan requires a minimum of 3 users, which might not be suitable for very small businesses or individual users.
  • −Some advanced features like advanced document management, Automatizer, and advanced permissions are not available in the Starter or Business plans.

Key features

  • ✓Visual pipeline
  • ✓AI assistant
  • ✓Reports
  • ✓Mobile CRM
  • ✓Integrations

Pricing

PlanPriceBillingNotes
Starter$65monthBasic sales management; Contact tracking; Collaboration
Business$85monthEverything in Starter; 100K API calls; Advanced features
Enterprise$115monthEverything in Business; 150K API calls; Automatizer (25 processes)
Unlimited$150monthEverything in Enterprise; 350K API calls; 100 Automatizer processes

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