Five Ways to Manage Contacts, Customers and Sales Leads with Ease
The 25 Best CRM Apps for Every Business
Online CRMs are great. They let you keep track of your contacts from anywhere, and collaborate with colleagues across the hall or around the globe. Everything's always up-to-date, and they even can work for you while you're away with integrations and tools like Zapier sending new leads and more into them automatically.
But then, the internet isn't everywhere. Sometimes your flight won't have wifi, or your cell service will go out on a trip, or the power will go out and your laptop's battery won't seem so helpful anymore when you don't have your contact info.
Pipeliner tries to bring the best of both worlds, as an online CRM that can work for you in the background and native apps for Macs, PCs, Android, and iOS devices that work 100% offline. You'll always have the data you need at your fingertips, even if the internet's not working, while at the same time your CRM's still working for you in the cloud. Then, when you're back online, your apps will sync with the cloud and make sure everything's back the way it would have been if you were online the whole time.
You'll find a Windows XP-style interface design throughout Pipeliner, mixed with a somewhat more modern kanban board style organization system. Your sales pipeline will be laid out with the stages you want, with each potential sale listed with its dollar amount. Mouse-over, and you'll see the full set of info about that deal. There's also a quick goal listed on the lower right, to help you know how much more your team needs to do to hit your goals for the month.
Then, Pipeliner works to also make the relationship between your contacts more visual. It'll auto-fill in info about your contacts from social networks, if possible, and then let you connect them in a visual hierarchy chart to show relationships. You can chart the positions of your contacts inside the same firm, to help you decide whom you should contact next about a deal. Or, you can visualize the relationship between different suppliers, customers, and more. It's a unique way to sort the info about your contacts in a way that'll help you quickly get the big picture about your contact relationships.
There's more, too. You'll find feed that'll show recent updates from social networks, pivot tables to help you dig deeper into the info about your contacts and deals like you would in a spreadsheet, and a template designer to help you gather the info you need about your contacts. And if you work internationally, you'll find multiple currency and time zone support to help you out.
Pipeliner's design feels older and more like traditional business software than most web apps, but its offline support and visual overviews of your contact relationships are unique features that make it worth considering.