Pipeliner

CNET 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.

Publisher's Description

More Popular CRM Software downloads

All User Reviews

Results 1-10 of 13

  • 5.0 stars

    "Finally a usable crm application"

    December 1, 2012  |   By Heather354

    Version: Pipeliner 4.0 build 16641

    Pros

    Simple and gets the job done

    Cons

    Haven't found any so far

    Summary

    Tried sales force and act in the past but this program is much easier and more effective to use

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  • 5.0 stars

    "Slick app for sales teams"

    November 30, 2012  |   By Choonai

    Version: Pipeliner 3.5.1 Build 13076

    Pros

    Great for the day to day operations
    Has everything sales reps need
    I love the process based sales pipeline
    Great and easy reporting

    Cons

    Easy for the sales rep to use but a little more complex for the manager

    Summary

    Great product that helped us getting organized quickly

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  • 5.0 stars

    "Awesome product!"

    November 30, 2012  |   By Yooniq

    Version: Pipeliner 4.0 build 16641

    Pros

    Intuitive and quite easy to pick up

    Pretty flexible tool with great looking interface.

    Perfect for field sales reps due to mobile integration

    Cons

    Not 100% ideal for marketing campaigns

    Other then this no real complains

    Summary

    We were searching for a crm for quiet a while and we finally came acrossthe pipeliner trial. Someone from pipeliner contacted us right away and guided us through the 30 day trial. We felt comfortable in going with pipeliner after working with it for a couple week. The most crucial factor was the team adoption for us and that went pretty well. Pipeliner also provided great support so that helped a lot.

    I definitely recommend this crm.

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  • 5.0 stars

    "Pretty cool and fresh product!"

    November 16, 2012  |   By Tony_Jones

    Version: Pipeliner 4.0.0 Build 15951

    Pros

    Very catchy design with good features. I like the synchronization capabilities, so I can work also offline. It's really a fun to work with it.

    Cons

    Didnt find any so far.

    Summary

    Overall a good product that it's worth to try!

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  • 1.0 stars

    "Misleading. This is not a free program"

    June 8, 2012  |   By AllanDavid2

    Version: Pipeliner 3.5.1 Build 13551

    Pros

    The full version would appear to be a useful tool and do all the things that I am looking for.

    Cons

    The free version's functionality is so limited that it's virtually useless. You can't even import contact, so really how can they call it free? To unlock the functionality you are looking at a substantial spend.

    Summary

    If you are looking for a free program - or even one that you can properly test before buying, give this program a big miss.

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  • 1.0 stars

    "Looks Perfect, but No Install File"

    May 10, 2012  |   By daveperk19

    Version: Pipeliner 3.5.1 Build 13076

    Pros

    Looks like exactly what I was seeking

    Cons

    The zip file has no setup file that i could find so it was a huge disappointment to not be able to install and try it out.

    Summary

    I have unfortunately, WIN7 as my OS, maybe a problem in that area as it has so many problems anyway. But I was unable to locate a "setup" or exe file to install the program.

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  • 1.0 stars

    "File cannot be installed, hours wasted!"

    April 8, 2012  |   By StartupBusiness

    Version: Pipeliner 3.5.1 Build 13076

    Pros

    ZERO AT All!

    Cons

    Downloaded as a .AIR file that cannot install. Wasted many hours and frustrated as hell! Must be better out there - CANNOT BE WORSE!

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  • 5.0 stars

    "revolutionary product and a tool that helps selling"

    January 31, 2012  |   By tkattnigg

    Version: Pipeliner 3.0.1 Build 10536

    Pros

    allows the integration of a sales process and sales methodology
    really easy to use
    great visual presentation
    works offline and syncs thorugh the cloud
    great analytics

    Cons

    no cons so far but a mobile phone integration would be good to have

    Summary

    It is a great product desigedn for sales reps rather the CFOs. It truely helps selling and I never feel like it takes time away from selling. Great product!

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  • 5.0 stars

    "Wow! This product took another impressive step forward!"

    March 4, 2011  |   By czarnecki99

    Version: Pipeliner 2.6 build 7359

    Pros

    I have never seen such an intuitive product that simplifies my everyday sales. There is no product on the market that can compare to this. The new lead management tool is top, document attachment per simple drag and drop.....top!!!

    Cons

    Can't even think of anything at the moment.

    Summary

    Anyone who is involved in sales needs to see this tool. It is intuitive, easy to learn and, most of all, helps me organize my everyday business with all my sales reps (have 8 of them).
    In regards to the AIR comment, I have never had a resource or security problem with it. It works perfectly fine and provides less problems than any other web-based solution. It runs perfectly on our macs and windows environments.
    The AIR application makes this a real offline client for the team solution. I have the data with me all the time, even when travelling. NO windows product can offer that!!!
    Great job. Keep up the good work!!!

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  • 1.0 stars

    "Crappy Air Based Product"

    March 1, 2011  |   By voiidz

    Version: Pipeliner 2.6

    Pros

    none that I could see

    Cons

    AIR.... who wants another virtual environment running on their system.... use java or something native to windows.

    Summary

    If you are concerned about your system resources and security, avoid air based products..... it's too bad, this seemed like it might be a good program.

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Results 1-10 of 13

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Pipeliner