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Average Ratings 750 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite

Description

Utilize AI and machine learning to enhance the efficiency of the sales pipeline, refine the accuracy of sales and commission forecasts, and consistently achieve sales goals. By harnessing data-driven insights along with visual dashboards, teams can gain a clearer understanding of pipeline health, uncover deeper insights into activities and trends, and effectively prioritize high-value opportunities. Remove uncertainty for sales representatives through a digital assistant that automatically records crucial opportunity information, ensures CRM accuracy, and provides guidance on navigating deals effectively. Employ machine learning to develop precise multi-level forecasts, enhance revenue predictability, and facilitate streamlined management of pipeline forecasts. Maintain a tidy pipeline through intelligent data collection and by automatically promoting desired sales practices organization-wide with alerts and recommendations for the next best actions, which support representatives in their efforts to close deals. This comprehensive approach not only boosts sales performance but also cultivates a more proactive and informed sales culture within the organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Adobe Marketo Engage
AppointmentCore
Box
Codeless Platforms Alerting Software
Dropbox
Exopen
Forager
Freshdesk
Google Contacts
HubSpot CRM
HubSpot Customer Platform
Intercom
Kindo
Membrane
Microsoft Exchange
Microsoft SharePoint
StarfishETL
SyncApps
Xactly Incent
Yesware

Integrations

Adobe Marketo Engage
AppointmentCore
Box
Codeless Platforms Alerting Software
Dropbox
Exopen
Forager
Freshdesk
Google Contacts
HubSpot CRM
HubSpot Customer Platform
Intercom
Kindo
Membrane
Microsoft Exchange
Microsoft SharePoint
StarfishETL
SyncApps
Xactly Incent
Yesware

Pricing Details

$65
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Pipelinersales Corp.

Founded

2011

Country

United States

Website

www.pipelinersales.com

Vendor Details

Company Name

Xactly

Founded

2005

Country

United States

Website

www.xactlycorp.com/products/xactly-forecast

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social Selling

Automated Publishing
Compliance Management
Content Discovery
Content Management
Employee Advocacy
Gamification
Lead Engagement
Performance Metrics
Pre-Approved Content Library
Single Sign On
Social Media Monitoring

Product Features

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

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