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Editors' Rating:
Average User Rating:
out of 15 votes out of 0 votes

Quick Specs

  • Version:
  • Total Downloads:
  • Date Added:
    Nov. 07, 2016
  • Price:
    Free to try; monthly subscription (14-day trial)
  • File Size:
  • Downloads Last Week:
  • Platform:
  • Product ranking:
    #17 in CRM Software

Editors' Review


Anyone who knows anything about sales can tell you that there's much more to the process than simply approaching a potential customer, making your pitch, and hoping for the best. There are specific steps in the sales process, and the better you can manage the events in each of these steps, the better your results. Pipeliner is a comprehensive tool that can help sales professionals keep track of every step along the way, from the initial contact with a potential client to closing the deal.

The program's interface is sleek and attractive; it's made for professionals and its appearance reflects that. It's fairly intuitive for anyone who's familiar with the concept of sales pipelines, but beginners may need to consult the comprehensive built-in Help file. The interface is split into seven columns: Contact, Verify, Evaluate, Offer, Agree, Contract, and Closed. Simply double-click in a column to create a new opportunity; the Opportunity panel lets you select an account and record a description, contact information, and a closing date. For each opportunity you can enter tasks (and set reminders), manage account information, and view the opportunity in an organizational chart that shows relationships between the opportunity and involved parties. You can move opportunities between the different steps in the pipeline by simply dragging and dropping them. A timeline view gives a quick overview of upcoming closing dates, and a built-in address book lets you keep track of important contacts. The licensed version of the program comes with a full complement of reporting tools. Whether you're an independent contractor or manage a whole sales team, Pipeliner has plenty of tools to help you increase efficiency and make your sales forecasts more accurate. It's worth trying, and many users will likely find it's worth buying, too.

Pipeliner installs and uninstalls without issues.

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Full Specifications

What's new in version 11.0
Account Hierarchy: In sales today, it can be quite common to discover multiple accounts that are related to each other--one might own another or others, or they're associated in some other way. It is wise to show this relationship within CRM--and Pipeliner's Account Hierarchy feature allows you to do so. Assign one or more accounts underneath another, or assign an account over other accounts.

Account Consolidation: You might also find that 2 contacts or accounts have been entered into Pipeliner that actually belongs in 1, despite differences in data. Pipeliner Collection allows you to merge 2 contacts or accounts into a single contact or account when needed.

Expansion of Views: We discovered long ago that when it comes to CRM, it really matters how data is viewed. Hence Pipeliner's views have been expanded further with our latest release. We have brought greatly expanded functionality to our List and Contact Views, and also to our powerful Filter options.

Publisher Pipeliner CRM
Publisher web site
Release Date October 28, 2016
Date Added November 07, 2016
Version 11.0
Category Business Software
Subcategory CRM Software
Operating Systems
Operating Systems Windows Vista/Server 2008/7/8/10
Additional Requirements None
Download Information
File Size 3.12MB
File Name PipelinerSetup.exe
Total Downloads 21,964
Downloads Last Week 4
License Model Free to try
Limitations 14-day trial
Price Free

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