Pipeliner CRM B2B Case Studies & Customer Successes

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Pipeliner has revolutionized CRM with its unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to the no-code automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why it drives the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying. And given our dedication to supporting the professional development of salespeople we have even integrated our online sales magazine Sales POP! into the product to provide unrivaled sales-related content at the point of impact.

Case Studies

Showing 41 Pipeliner CRM Customer Success Stories

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AgroCares achieves precise deal tracking and faster sales forecasting with Pipeliner CRM

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AIM Institute achieves centralized data access, reduced licensing costs and real-time synchronization with Pipeliner CRM

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Cazoomi achieves rapid marketing automation integrations with Pipeliner CRM

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Choice Hotels Asia–Pac achieves its best development year with Pipeliner CRM

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Cicoil achieves streamlined quoting and unified sales collaboration with Pipeliner CRM

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Collaboro achieves rapid growth and sales transparency with Pipeliner CRM

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Commonwealth Transitions - Customer Case Study

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Crestcom International - Customer Case Study

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Envision2bWell Inc. - Customer Case Study

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Ernest F. Mariani Company achieves clearer sales visibility and improved customer communication with Pipeliner CRM

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ESP Facility Services achieves clarity, efficiency, and growth with Pipeliner CRM

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evolutionplan Systemhaus achieves process-driven sales success with Pipeliner CRM

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Expert.ai achieves scalable, standardized sales processes with Pipeliner CRM

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FamCom achieves streamlined DocuSign e-signatures with Pipeliner CRM

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First Tactical - Customer Case Study

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Gefen achieves real-time sales visibility and tremendous sales growth with Pipeliner CRM

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Graphic Partners - Customer Case Study

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Headworks International achieves precision targeting of key opportunities with Pipeliner CRM

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Illumineto achieves faster, more informed sales decisions with Pipeliner CRM

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Kimmel Corp. - Customer Case Study

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LabXpress achieves streamlined client tracking and field-sales efficiency with Pipeliner CRM

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Lorama Group achieves real-time sales transparency and offline readiness with Pipeliner CRM

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Mactech On‑Site achieves sustained revenue growth with Pipeliner CRM

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Mark Hertz Company achieves streamlined violation resolution and operational efficiency with Pipeliner CRM

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Mogen Consulting Financial - Customer Case Study

PieSync achieves real-time, two-way contact sync across cloud apps with Pipeliner CRM

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PK Companies achieves efficient sales tracking and a unified pipeline across three businesses with Pipeliner CRM

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Prisma Solutions - Customer Case Study

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Prowareness WeOn Groep BV - Customer Case Study

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How Does Pipeliner CRM Empower Quest RMG

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Rentals United achieves streamlined sales and centralized client management with Pipeliner CRM

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Rockstead Group achieves unified client engagement and streamlined operations with Pipeliner CRM

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S. Sterling Company achieves centralized visibility and a streamlined sales pipeline with Pipeliner CRM

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Seasonal Impact Contracting achieves 100% growth and streamlined sales with Pipeliner CRM

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Steilpass - Customer Case Study

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Stimme.at achieves an organized sales process and business growth with Pipeliner CRM

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Tenaska Marketing Ventures achieves greater visibility, cross-company collaboration and easy CRM administration with Pipeliner CRM

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Tiger Coatings achieves sales and marketing alignment and tames document chaos with Pipeliner CRM

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U.S. Dynamics Corporation achieves streamlined 12-step proposal tracking and visual pipeline management with Pipeliner CRM

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VisioneersPartner achieves rapid CRM adoption and streamlined sales processes with Pipeliner CRM

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Whole Harvest Foods achieves a streamlined, stage-driven sales process with Pipeliner CRM

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