--- description: ¿Qué piensan los usuarios de Pipeliner CRM? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de Pipeliner CRM gracias a Capterra Costa Rica. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Pipeliner CRM - Opiniones, precios y características - Capterra Costa Rica 2026 --- Breadcrumb: [Inicio](/) > [Software CRM](/directory/2/customer-relationship-management/software) > [Pipeliner CRM](/software/125911/pipeliner-crm) # Pipeliner CRM Canonical: https://www.capterra.co.cr/software/125911/pipeliner-crm Página: 1 de 10\ Siguiente: [Página siguiente](https://www.capterra.co.cr/software/125911/pipeliner-crm?page=2) > Sistema de CRM de ventas diseñado para maximizar los ingresos. Herramienta de habilitación de ventas con enfoque en la gestión de canal, procesos de ventas y analíticas. > > Veredicto: 215 usuarios lo han valorado con **4.6/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa Pipeliner CRM? Pipeliner CRM es una herramienta de habilitación de ventas para gestión de ventas y personal de ventas. Con una sencilla fórmula ganadora para enfocarse en lo que más importa, canal + proceso + foco + analíticas, para aumentar los ingresos. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.6/5** | 215 Opiniones | | Facilidad de uso | 4.6/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.5/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.5/5 | Basado en las opiniones generales | | Funciones | 4.5/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Pipeliner - **Ubicación**: Pacific Palisades, EE. UU. - **Constitución**: 2011 ## Contexto comercial - **Precio inicial**: USD 65,00 - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: 51-200, 201-500, 501-1 000, 1 001-5 000, 5 001-10 000, 10 000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Android (móvil), iPhone (móvil), iPad (móvil) - **Idiomas admitidos**: alemán, español, inglés, portugués - **Países disponibles**: Alemania, Australia, Canadá, Estados Unidos, México, Reino Unido ## Funciones - Acceso móvil - Alertas y notificaciones - Almacenamiento de documentos - Automatización de marketing - Base de datos de clientes - Base de datos de contactos - Búsqueda/filtro - CRM - Campos personalizables - Captura de clientes potenciales - Comentarios/notas - Contactos compartidos - Creación de informes y estadísticas - Creación de informes/análisis - Cualificación de leads - Distribución de clientes potenciales - Generación de clientes potenciales - Generación de clientes potenciales - Gestión de actividad de ventas - Gestión de calendarios - Gestión de campañas - Gestión de clientes potenciales - Gestión de contactos - Gestión de correo electrónico - Gestión de flujos de trabajo - Gestión de oportunidades - Gestión de seguros - Gestión de tareas - Gestión del pipeline - Gestión del pipeline de ventas - Importación y exportación de datos - Informes de ventas - Informes personalizables - Integración de redes sociales - Marketing multicanal - Marketing por correo electrónico - Métricas de rendimiento - Panel de actividades - Para el sector de los seguros - Presupuestos y estimaciones - Previsión - Previsión de ventas - Procesamiento de lotes - Programación de citas - Páginas de aterrizaje y formularios web - Segmentación - Segmentación de clientes potenciales - Seguimiento de interacciones - Sistema de calendarios o recordatorios - Third-Party Integrations ## Integraciones (en total: 40) - Act-On - ActiveCampaign - Adobe Commerce - Box - Constant Contact - Docusign - Dropbox Business - Eventbrite - FreshBooks - Freshdesk - Freshservice - Gmail - GoTo Webinar - Google Calendar - Google Contacts … y 25 integraciones más ## Opciones de asistencia - E-mail/Help Desk - Preguntas frecuentes/foro - Base de conocimientos - Asistencia telefónica - Chat ## Categoría - [Software CRM](https://www.capterra.co.cr/directory/2/customer-relationship-management/software) ## Categorías relacionadas - [Software CRM](https://www.capterra.co.cr/directory/2/customer-relationship-management/software) - [Herramientas de generación de leads](https://www.capterra.co.cr/directory/30963/lead-generation/software) - [Software para pronóstico de ventas](https://www.capterra.co.cr/directory/30930/sales-forecasting/software) - [Software de gestión de contactos](https://www.capterra.co.cr/directory/30016/contact-management/software) - [Herramientas de administración de leads](https://www.capterra.co.cr/directory/30017/lead-management/software) ## Alternativas 1. 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[servis.ai](https://www.capterra.co.cr/software/167757/freeagent-network) — 4.6/5 (71 reviews) ## Opiniones ### "Significant Boost To Quick Conversation of Leads to Customers" — 5.0/5 > **Christopher** | *8 de septiembre de 2021* | Agricultura | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: With all Sales Reps' activity history available to me at the click of a button any time, and with Pipeliner CRM also available in mobile app form, it has given me impetus to manage my sales teams and my customers remotely, yet effectively from any part of the world, thus coming in handy with the prevailing lock-downs as a result of COVID-19. Further, I like the fact that it provides for higher lead velocity, leading to a a quicker realization of sales objectives. > > **Puntos en contra**: It cannot easily be operated offline from both the desk top and mobile app version. This makes some of your work inaccessible should you find yourself in place with poor or no internet connectivity. > > Pipeliner CRM is solving the problem of getting stuck should in future a Sales Representative leaves the company without proper handover notes because it keeps full data of all sales processes which is available from a 360 degree view standpoint. Time is money and Pipeliner CRM has proved to be a great time saver because it has drastically reduced my time spent from lead generation to customer acquisition, especially that it has a feature by which I am able to harvest leads from LinkedIn (contact details included) with a click of a button. ----- ### "Managing the Sales Pipeline visually" — 5.0/5 > **Gary** | *12 de noviembre de 2015* | Tecnología y servicios de la información > > **Puntos a favor**: Very easy to use and many clients are up and running themselves with little input from ourselves, but also Pipeliner CRM Support team have been very good and patient in resolving questions, often pointing us to the easy to understand video tutorials to complement what they have said. The chat function is a great and quick way to engage with support direct. Having seen the new 'Insights' functionality on a recent webinar, this is the next item we want to explore and start to use to give a deeper understanding of how different sales people are performing, not just on sales. > > **Puntos en contra**: Having spent now nearly 20 years working with CRM systems, my view is there is no such thing as a perfect system and that clients will always want more functionality and this applies across all systems. The functionality is usually there, but may need to be pulled out. For Pipeliner CRM, the only real difficult I have had to learn is the data import functionality does need to be thought about and understood. Having said that, this is usually sorted in the initial set-up by accredited external consultants or trained system administrators....so maybe it is me and I just need to spend a bit more time on this... > > We have used the software internally and we also now recommend to others, as a cloud based system, this is now our preferred option for sales and marketing teams. Having recently taken on new staff, who had not been exposed to CRM before it was refreshing to see how quick that can pick up running with the system and for us more important was that instant awareness and reminder of their purpose, i.e. how they need to attain their target. ----- ### "Really bad tool if we think that MKT and Sales are one team" — 2.0/5 > **Agustin** | *20 de febrero de 2020* | Internet | Valoración de la recomendación: 2.0/10 > > **Puntos a favor**: From a sales point of view it was really easy to use the pipeline and forecast as well as setting future tasks > > **Puntos en contra**: Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless. > > If I work alone in my own company really good, if not I would look for another option. ----- ### "Finally a CRM that delivers results" — 5.0/5 > **Ian J** | *2 de abril de 2015* > > **Puntos a favor**: Although its not a specific feature a major 'Wow' factor is the visualisation philosophy behind the whole platform. You can see everything you need to see on one screen. Everything just looks fantastic. The main pipeline view shows you exactly where all of your opportunities are instantly and I love that you can drag and drop opportunities from one stage to the next. You can also see where you are in relation to your quota on the same screen and take the action you need to progress. I particularly love the 'Buying Center'. You have to see it to believe it but relationship mapping is a major challenge for most who have longer term, complex pursuits with multiple stakeholders. The Buying Center makes it easy to keep track of and manage everyone involved in an opportunity, even if they don't work for that company. There are so many awesome features but that one alone saves so much time and effort and delivers tremendous value. > > **Puntos en contra**: That it's taken so long for CRM to get this good\! > > Over my 20+ year career in sales I've experienced a wide selection of CRM's. Some have been better to use than others but I can't say that any one of them has been a huge help to me either as a sales professional on the front line or as a sales leader looking for insights. Typically they've been overly complex and cumbersome. Something you tolerate rather than enjoy or get any value from. That's all changed with Pipeliner CRM. I love it. These guys truly understand what sales is all about and they've built something that helps rather than hinders. Finally a CRM that delivers results. ----- ### "Pipeliner works because it is easily customisable and simple to use for people at all levels of an organisation" — 5.0/5 > **Martin** | *5 de julio de 2016* | Consultoría de gestión | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Highly customisable. Can be set up to automate your processes easily Everything is visual, making it easy and fun to use for sales people at all levels Easy to input information Easy to extract relevant information Automation of tasks and workflows > > **Puntos en contra**: Lots of software updates means sales downtime > > In the work we do, CRM fulfils a massive role in automating processes, which in turn delivers the sales strategy for business. Pipeliner fits this role perfectly, because it is so easy to customise. It can quickly and easily be set up to mirror and automate your sales processes. No admin, no team of propeller heads. Just simple, smart design to deliver outstanding capabilities. This makes it the perfect tool for any business. We recommend Pipeliner to all our clients. ----- Página: 1 de 10\ Siguiente: [Página siguiente](https://www.capterra.co.cr/software/125911/pipeliner-crm?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.co.cr/software/125911/pipeliner-crm) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Datos estructurados