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What is Pipeliner CRM?

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, and over 50 popular apps, plus access it on the go via iOS and Android mobile apps. Sales teams save time on routine tasks, gaining more opportunities to close deals, while managers benefit from easy forecasting, automated reports, and performance insights without micromanaging. Boasting the fastest ROI and lowest TCO in the industry, Pipeliner offers unmatched innovation, complete customization without coding, and exceptional support from real experts. Join the 95% of clients who stay loyal after five yearspipelinersales.com and transform your sales process today. Experience the difference—sign up for a free trial and see why Pipeliner CRM is the heartbeat of successful sales organizations.

What is FunnelSource?

Elevate the effectiveness of your pipeline meetings and coaching sessions by utilizing FunnelSource, a tool that offers in-depth visibility into your organization's pipeline. Tailored specifically for sales professionals, this powerful pipeline management and forecasting solution is ideal for both sales executives and representatives. Its quota-focused interface standardizes revenue generation processes across various companies, ensuring alignment among all team members. By promoting clarity and consistency, FunnelSource enhances the productivity of weekly coaching calls while paving a clear path toward success. Sales representatives benefit from a consolidated dashboard that boosts efficiency, maintains data precision, and encourages accountability in key performance areas. Moreover, executives and managers receive real-time insights into the sales funnel, allowing them to engage in proactive management and effectively hold their teams accountable. This platform minimizes the chances of sandbagging and swiftly detects underperforming deals, which in turn enhances forecast accuracy and strengthens overall sales performance. By adopting FunnelSource, organizations are empowered to revolutionize their pipeline management approach, ultimately leading to better results and increased revenue potential. With its user-friendly interface and robust features, FunnelSource not only supports sales endeavors but also fosters a culture of continuous improvement within the sales team.

Media

Media

Integrations Supported

ActiveCampaign
Codeless Platforms BPA Platform
Constant Contact Lead Gen & CRM
Docusign
Dropbox
Google Calendar
HubSpot Customer Platform
HubSpot Marketing Hub
Kindo
Mailchimp
Marketo
Microsoft OneDrive
Microsoft SharePoint
Olark
PandaDoc
Salesforce Marketing Cloud
SaveMyLeads
Truto
X (Twitter)
Yesware

Integrations Supported

ActiveCampaign
Codeless Platforms BPA Platform
Constant Contact Lead Gen & CRM
Docusign
Dropbox
Google Calendar
HubSpot Customer Platform
HubSpot Marketing Hub
Kindo
Mailchimp
Marketo
Microsoft OneDrive
Microsoft SharePoint
Olark
PandaDoc
Salesforce Marketing Cloud
SaveMyLeads
Truto
X (Twitter)
Yesware

API Availability

Has API

API Availability

Has API

Pricing Information

$65
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pipelinersales Corp.

Date Founded

2011

Company Location

United States

Company Website

www.pipelinersales.com

Company Facts

Organization Name

Baker Communications

Date Founded

1979

Company Location

United States

Company Website

www.bakercommunications.com/funnelsource.html

Categories and 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

Categories and Features

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

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