Intro
Whether you are your own employer or rule a big company with lots of departments and dedicated teams, your number one priority is always the same. This priority is managing your relationships with customers properly because good communication means more successful deals.
That’s why there are so many CRMs out there, that’s why more and more businesses use them, and that’s why it is crucial to pick a CRM that is right for your goals.
Basically, all CRM solutions function in the same way: they help to keep tabs on what’s going on in relations with clients, partners, suppliers, and teams, and tie all communications into a neat system. Yet when you buy a CRM for your business, you need to have it up and running just out of the box. You cannot waste time or resources on a lengthy setup or complex onboarding process.
The software should simply do its job and let you do your primary job. That’s the feature that sets the best CRMs apart from the rest. And if you ask us to name one CRM that ticks all the boxes, we have an answer.
Meet Pipeliner, your easy-to-use tool for streamlining sales processes and setting your business up for success!
Main Features
Pipeliner is a highly efficient new-generation CRM software that will supercharge your business and give more tools to your team. It combines several heavy-duty engines that power separate areas of work thus making them run seamlessly.
In such a way, resources are distributed optimally and no process lags behind others. Project, Reporting, Key Account Management, Communication, and Visualization all work as a perfect single mechanism. Every part of Pipeliner, whether functional or design-related, is made to save your time, boost your sales, and grow your revenues.
But one special reason to put it into the spotlight is its intuitive design and absolute user-friendliness. It works for you and accommodates your needs, not vice versa. You click the Setup button and have it running smoothly in no time at all. A true game-changer!
Now let’s look at the vital features that will facilitate your team’s life and open new business opportunities.
Lightning-fast learning
As said, the excellence of Pipeliner is its ease of use. The software can be rolled out smoothly and speedily, and you don’t even have to hire a technician. You can do it yourself and ask the support for help if you have questions. It’s that easy.
Once you’ve had it deployed, you can use it right away, and that’s why we recommend Pipeliner. Its interface is intuitive and highly readable, so you and your team learn on the go. You do what you need to do for your business and the Pipeliner interface just prompts you how to do it.
Navigation, visuals, and process layout are designed with user convenience in mind. You can adopt it – and actually enjoy using it – in no time at all. It means that the ROI for this investment is higher and returns to you faster.
Absolute personalization
Ease of use includes a lot of aspects, not only deployment and onboarding. Pipeliner takes this idea further: the system you use every day should be convenient and understandable to you, first of all. If you need to rearrange something or customize it for your particular goals, you should be able to do it.
Pipeliner is fully customizable, so you can build practically your own version of it. Drag, drop, move around tabs and categories, and change the layout until you feel totally comfortable around it.
Administration that goes practically unnoticed
Maintaining the systems can sometimes be a challenge that requires additional people on the team and additional expenses. Pipeliner is not like that. You deploy it single-handedly and you (or someone on your team) keep it running practically without effort.
Pipeliner does not need maintenance or extensive health checkups, update offers are delivered to you routinely through a chosen channel. If you opt-in, they get installed automatically. If you have questions or if something bothers you, just contact the support and the problem will be solved. Ease of use and your convenience as it is.
Full picture and valuable insights
This point is sometimes undervalued in these systems but it should not be. The best CRMs put your business into perspective. They show you the whole picture with its strong and weak sides and possibly lead to new business opportunities that you did not notice before.
Pipeliner does exactly that: its Reporting toolkit offers all kinds of reports and data arrangements from all possible perspectives. Standard, pivot tables, advanced dashboards, graphics – choose the data set and the way to process it and Pipeliner will do it.
Besides, with the Key Account Management feature, you gain important ideas about larger processes in your company and get a clue about bottlenecks or opportunities you were missing. Additional marketing channels, ideas for campaigns, enhancing customer satisfaction through faster responses or better communications – Pipeliner can show you an opportunity window and then help to use it to the full.
Easy and efficient integrations
Your CRM does not work in a vacuum – it should be plugged into other software packages you use and integration must be as simple and efficient as the CRM itself. Pipeliner developers know it well, that’s why the integration feature works seamlessly.
Connect Pipieliner to ticketing, email services, and marketing tools, automate routine processes with the special “Automation Add-ins”, and build a powerful sales software ecosystem that fully matches your company needs. No coding, no third-party involved – just point, click, and build automation routes that save time and effort for you and your team.
Intelligent mobile assistant
Nowadays we’re not glued to a single office room anymore and business processes often happen on the go. With the exclusive AI-powered assistant Voyager and a multifunctional and lightweight app, you can use the full power of Pipeliner wherever you are.
It allows you to convert voice input into text documents, scan and save business cards, map locations, send emails, or talk to a team. Need to supervise the important operations that unfurl at the moment? Pipeliner is always at your fingertips, whether in desktop or mobile versions.
Pricing Options
One more strong side of Pipeliner is its affordability. It offers packages for small businesses, medium businesses, and large companies.
Starter plan:
Minimum 3 users, $65 per user per month, billed annually. The package includes all basic features of management, collaboration, and process tracking. Some advanced options for charting and opportunity detection are not included.
Business plan:
$85 per user per month, billed annually. The plan includes full CRM functionality and customization options. This plan helps boost productivity but lacks an advanced option of Whitespace (detection of possible sales gaps).
Enterprise plan:
$115 per user per month, billed annually. The plan includes full CRM functionality and offers plenty of advanced customization, reporting, and automation options.
Unlimited plan:
$150 per user per month, billed annually. This plan unlocks all features of the CRM including all advanced plus personal customization and add-ons options. For larger companies, this plan is optimal as it enhances cross-team productivity and uncovers business options on a larger scale.
Conclusion
Pipeliner is definitely a new generation of CRMs and it brings the future closer to you. From limitless personalization and business insights to AI assistant and a full-scale mobile version, Pipeliner is everything you need now and in the future. It will help you to win new customers and grow your business sustainably and successfully. Affordability makes it great for small and large companies alike. Yet its functionality reaches far out of its price range and moves it into the top-tier class of software.
Don’t waste your time and money on solutions that lack essential parts or don’t work as expected. Start your turbocharged journey to business success and sales growth with Pipeliner right now!