Talk to an Advisor


Send an Email




Product Quick Facts

Industry Specialties
All Industries
Works Best For
Any Sized Businesses

About Pipeliner CRM

Pipeliner CRM is customer relationship management software designed by salespeople for salespeople. Pipeliner is based in Los Angeles, California, and Vienna, Austria, but has offices on every continent but Antarctica. The system was first released in 2009 as an on-premise only, beta edition. The SaaS (software-as-a-service) version was released in 2010, and sees multiple, significant updates each year. 

Pipeliner CRM is a full-featured customer relationship management tool designed to be highly visual, easy to learn, and easy to use. It is built with the recognition that salespeople want to sell, and Pipeliner CRM enables this desire with insights and analytics to support an entrepreneurial sales mindset, rather than top-down management design that turns salespeople into data entry clerks. According to Pipeliner CRM, their product “turns CRM from a database into a nerve center tuned to the inherent entrepreneurial traits of the people who use it.”

In addition to an intuitive, sales-friendly design, Pipeliner offers pre-built integrations with a host of sales enablement tools including email and marketing automation, document management systems, and much more. 

One company that benefited from implementing Pipeliner is PKSTI, the parent of three oil-and-gas industry companies, PK Industrial, PK Safety, and PK Technology. They previously used Salesforce, but were unsatisfied. After 2 years of using Salesforce, only 20 percent of the companies’ users had logged into the system, let alone used the CRM. Most of their salespeople relied on their memory to contact leads, and opportunities were frequently lost because they were simply forgotten. After demoing 20 different products, PKSTI decided to implement Pipeliner. The roll-out took a week and a half, and is averaging over 90 man hours saved per week since switching. Since the salespeople actually enjoy using Pipeliner, leads are no longer lost or forgotten. According to the sales manager, “Pipeliner CRM has become like a virtual assistant to my teams, and it’s really helped simplify their processes.”

Not sure if Pipeliner is right for you? Want to find out more? Call, click, or email to speak with one of our expert Technology Advisors today for a no-cost, no-obligation consultation. 


(Last updated on 05/05/2016)

Compare Pipeliner CRM to other CRM solutions