Pipeliner

Pipeliner

Editors' Rating:
5
Spectacular
Average User Rating:
3.9
out of 15 votes
See all user reviews

Quick Specs

Version:
3.5.1 Build 13076
File Size:
54.98MB
Date Added:
March 27, 2012
Price:
Free
Operating Systems:
Windows XP/2003/Vista/7
Total Downloads:
20,141
Downloads Last Week:
33
Product ranking:
#6 in CRM Software
Additional Requirements:
Not available

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

Screenshots

More Products to Consider

All User Reviews
  • All Versions:

    3.9

    out of 15 votes

    • 5 star: 11
    • 4 star: 0
    • 3 star: 0
    • 2 star: 0
    • 1 star: 4
  • Current Version:

    2.3

    out of 3 votes

    • 5 star: 1
    • 4 star: 0
    • 3 star: 0
    • 2 star: 0
    • 1 star: 2
  • My rating:

    0 stars

    Write review

    Results 1-2 of 2

  • 5 stars

    "By far the most effective CRM software on the market"

    February 11, 2014   |   By allisonjbone

    Version: Pipeliner 5.4 build 22685

    Pros

    -Accessible online and offline
    -Cloud storage
    -Easy to navigate and maneuver
    -Fun to use
    -Superior organizational benefits
    -Affordable: only $30/ month per person
    -Great support team

    Cons

    I really don't have any complaints about Pipeliner. I have yet to have any issues with the software that was not easily resolvable. The software is fun and easy to use.

    Summary

    I downloaded Pipeliner after it's initial launch in the United States, I quickly had all of my employees on it as well. Everyone in the office really enjoys using the software and it helps a lot with the sales process from beginning to end.

    Reply to this review

    Was this review helpful? (0) (0)

  • 5 stars

    "Pipeliner gives me the drive I need to be productive"

    February 11, 2014   |   By cem0707

    Version: Pipeliner 5.4 build 22685

    Pros

    Easy-to-use, clean interface, and allows me to do my job while it keeps track of the rest & I don't have to worry about the admin work. It's convenient because it's available for use on mobile, desktop, online, and offline.

    Cons

    The only con is that it is a bit more difficult to get used to the sales process as it is a bit different than my own.

    Summary

    Overall great software, I'd definitely recommend this to a friend.

    Reply to this review

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  • Results 1-2 of 2

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