Pipeliner CRM
By Pipeliner CRM
- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
- 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
- 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
- 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
- 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
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 impor...
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: ...
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...
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 ...
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-i...
Pipeliner CRM offers 4 pricing plan(s):
- Starter — USD65.00 /User/Month
- Business — USD85.00 /User/Month
- Enterprise — USD115.00 /User/Month
- Unlimited — USD150.00 /User/Month
Pipeliner CRM is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
Yes, Pipeliner CRM offers a 0-day free trial.
Pipeliner CRM provides Phone,Email,Online (Ticket),Business Hours support.
Pipeliner CRM is Cloud Hosted software.
Pipeliner CRM provides Help Guides,Video Guides,Blogs for training.
