Marg Pipeliner CRM

Marg ERP 9+

Pipeliner CRM is the perfect software for sales teams of all sizes. The sales-friendly interface and built-in automation engine make it easy for users to get started, while the uniform navigation and logically organized screens keep users focused on their tasks. Users can also customize their views if they don't like the default view. And because anyone can administer the software, there's no need for separate training or certification. Plus, with instant dynamic visualized reporting, users can generate standard, pivot, and even advanced business intelligence reports from anywhere in the system. And with the mobile app, users can scan business cards and make voice to text notes while on the go.

Pricing of Marg ERP-Pharmaceutical Industry Software

Pricing plans

Introduce pricing plans

Simple, transparent pricing that grows with you. Try any plan free for 30 days.

Starter

USD 65.00 //User/Month

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Account & Contact Management Account Management Contact Management Unlimited Accounts & Contacts Feeds (Built-in Internal Messaging) Import Accounts and Contacts from CSV files Document Management Advanced Document Management (Paid) Custom Template Docs (Office 365 and Google Docs) Custom Template Spreadsheets (Office 365 and Google Docs) Notes Management Account Health (Paid)
  • Account Management
  • Contact Management
  • Unlimited Accounts & Contacts
  • Feeds (Built-in Internal Messaging)
  • Import Accounts

Business

USD 85.00 //User/Month

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Includes features of Starter plan
  • plus
  • Account and Contact Management Account Matrix View
  • Account Matrix View
  • Sales Enablement Navigator Dashboard Opportunity and Lead Archive View Multiple Currencies Opportunity Bubble Chart View In-App Notifications
  • Navigator Dashboard
  • Opportunity and Lead Archive View
  • Multiple Currencies
  • Opportunity Bubble Chart View
  • In-App Notifications
  • Activity Management Tasks Board View Appointment Timezone Checker Activities 1-to-Many to Any
  • Tasks Board View
  • Appointment

Enterprise

USD 115.00 //User/Month

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Includes features of Business plan
  • plus
  • Process/Workflow Automation Automatizer
  • Automatizer
  • Marketing Automation Company Emails
  • Company Emails
  • Reporting and Analytics Advanced Reports Scheduled Reports Audit
  • Advanced Reports
  • Scheduled Reports
  • Audit
  • Customization Custom Fields Field Permissions Multiple Form Views Lookup Field Rollup Field
  • Custom Fields Field Permissions
  • Multiple Form Views
  • Lookup Field
  • Rollup Field
  • Microsoft Integrations SharePoint Integration
  • SharePoint Integration
  • Data Securi

Unlimited

USD 150.00 //User/Month

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • Includes features of Business plan
  • plus
  • Account & Contact Management Whitespace Account Plans Account Health
  • Whitespace
  • Account Plans
  • Account Health
  • Sales Enablement Appointment Scheduler
  • Appointment Scheduler
  • Marketing Automation Email Sequencing
  • Email Sequencing
  • Reporting and Analytics Advanced Reports Scheduled Reports Audit
  • Advanced Reports
  • Scheduled Reports
  • Audit
  • Customization Custom Fields Field Permissions Multiple Form Views Lookup Field Rollup Field
  • Custom Fields Field Permissions
  • Mult

Who uses Pipeliner CRM

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Pipeliner CRM
  • Headquarter: Los Angeles, California United States

Pipeliner CRM Description

Key Features & Specifications

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management
  • Quotes (Proposals)
  • Referral Tracking
  • Product Catalog

Pipeliner CRM Video

Keka HR Payroll Platform Screenshots

User Reviews

WRITE A REVIEW
quotes

What do you like best?

sales models pipeliner CRM is very important for each sales steps because this stage is contain the way of to approach the customer and prospect the to familiar.

What do you dislike?

Pipeliner is CRM is very important for all salespeople, sales managers and all concerned body that are associated with sales to support daily provide information about sales and organized data.

Recommendations to others considering the product:

It good but it very vast

What problems are you solving with the product? What benefits have you realized?

The problem that affect sales and sales associated with regarding to get relevant data for responsible person and the data which are found on hand of managers and sales people are not to appropriate. so Pipeliner is CRM solved this problem. because all data are fides on software then simply they get information from it.

- Agency in Marketing and Advertising

quotes

What do you like best?

Easily accessible, no admin cost, offline capability, easy to use, less training

What do you dislike?

Training, Security & Data Protection Issue

Recommendations to others considering the product:

Its a great tool for CRM who are exploring with less administrative cost

What problems are you solving with the product? What benefits have you realized?

Very quick review of my funnel, which deals I am closing, what number I am achieving, Integrated with other social media like gmail, Facebook, Twitter, were I can access everything on Pipeliner CRM

- User in Executive Office

quotes

What do you like best?

There is plenty of walk-throughs to explain how the system works.

What do you dislike?

The layout of the system seems a little outdated compared to other CRM's like HubSpot.

What problems are you solving with the product? What benefits have you realized?

Keeping sales leads organized from beginning of transactions leading up to closing the sale.

- User in Accounting

quotes

What do you like best?

I thought the process was very smooth when closing out a deal with a client. It was very easy to navigate through the CRM and gave me tips when I needed it. Arranging the dates to the correct cliental helped made things very organized for me when having to schedule something for the future.

What do you dislike?

I found it very annoying how it constantly kept opening up new tabs when clicking on the buyer description. I thought it was just an extra step that didnt needed to be added when researching your buyer's description

Recommendations to others considering the product:

Take time to get familiar with all the functions of the CRM before going in and starting deals with a client because it can get very confusing when you don't know all the functions to it.

What problems are you solving with the product? What benefits have you realized?

We are solving to see what kind of buyer we are dealing with and how we are going to pitch our sales plan towards that person. Seeing what buyer strategy we will have to pitch towards them based on their description. This also helps see where the buyer is at with you when closing out a deal. It lets us know what we can do and when you should meet with your buyer to discuss where you two are at in the process.

- User in Business Supplies and Equipment

quotes

What do you like best?

Pipeliner CRM interface is user friendly; each user can customize views to suit their needs, everything is visualized for easy use and easy navigation

What do you dislike?

Pipeliner CRM has mobile app with built-in AI, full KPI dashboard to stay informed, helps to know exactly where to focus with AI powered insights. The disadvantage here is that u need to be tech savvy to understand it

Recommendations to others considering the product:

The admin cost is cheaper come to what others are offering and I will be subscribing soon

What problems are you solving with the product? What benefits have you realized?

Automation and integration with everything; connects with all systems you use and easy import of data.

- User in Consumer Electronics

Keka HR Payroll Platform Key Clients

Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

Pipeliner CRM has 4 plans,

  • Starter USD 65.00 /User/Month
  • Business USD 85.00 /User/Month
  • Enterprise USD 115.00 /User/Month
  • Unlimited USD 150.00 /User/Month

Pipeliner CRM is the CRM Software used for the below functionalities.

Top 5 Pipeliner CRM features

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring

Pipeliner CRM provides Phone,Email,Online (Ticket),Business Hours support.

Pipeliner CRM is allowed 0 Days Free Trial.

Pipeliner CRM provides Help Guides,Video Guides,Blogs for the software training.

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