GleanView Pricing, Features, Reviews & Comparison of Alternatives


Sales and Marketing software stack

5.0/5 (7 reviews)

GleanView overview

GleanView is the only Account-Based, Sales and Marketing software stack that is completely configurable to fit your company’s unique needs. Our family of products addresses B2B sales and marketing challenges from top to bottom of the funnel by harnessing the power of automations and focusing on doing more with less. They can be used together to create a seamless platform, or can be plugged into your existing software to fill gaps and extend functionality.


Starting from
Pricing options
Value for money
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Business size



United States, Canada

Supported languages

GleanView screenshotGleanView screenshotGleanView screenshotGleanView screenshotGleanView screenshot

GleanView reviews


Very good
Value for money
Ease of use
Customer support
Kristy Hembrook

Everyone is on the same page 24/7/365 with where a potential customer is in our sales pipeline.

Used daily for 2+ years
Reviewed 2019-02-20
Review Source: Capterra

GleanView is a growing company that is focused on meeting & exceeding the needs of their customers. If there are any errors that are occurring, they are very driven to resolve the problems as quickly as possible. They are very invested in their customers and you never feel like you are just a number to them. They take customer experience to a whole new level.GleanView allows everyone in our company, from our Estimating Team, to Marketing, to our independent Sales Team, and everyone in-between, to be on the same page 24/7/365 with where a potential customer is in our sales pipeline. We can work potential customers through the sales funnel by segmenting them into drip marketing campaigns based on their interests. We are just scratching the surface of what GleanView can help us achieve and we are excited for what the future holds!

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Brenda Wilmsen

All of our customer interactions in one place

Reviewed 2017-02-09
Review Source: Capterra

GleanView is integrated with our online shopping cart, and all of our online orders/web quotes flow directly from our website into GleanView. These transactions are then routed to our sales and customer service team members using custom assignment rules, which were very easy to set up in GleanView. Web quotes are automatically entered as sales opportunities and assigned to sales and are tracked as pipeline. I like the fact that all of our customer interactions are tracked in one central place that can be accessible anytime and from anyplace by all of our team. Every online order, offline order, phone call, web visit, and email for every single one of our accounts is tracked in one place. I also like the fact that GleanView is very customizable and was able match our workflow. There were a few things along the way (some minor bugs and enhancements). The GleanView team has been great about fixing things like that quickly. The integration capability really sold us. Being able to integrate all of our major systems phone, email, shopping cart, and website has really helped us understand our customers and their needs better. We had a fairly manual process of lead and order follow up previously that relied on manual data entry and used several different systems. We wanted something that could put all of our customer data and interactions in one central place. We were able to reduce the administration and manual entry time of our team significantly, which allows them to focus more on following up with our customers.

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Jynna Blackwelder

Gleanview has been an excellent tool to help keep my active projects organized in one place.

Used daily for 2+ years
Reviewed 2017-11-13
Review Source: Capterra

Project organization The option to customize the search fields for specific projects and or customers is the most helpful feature for my specific needs

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Marc Parker

Outstanding Service and Value - Complete Customer Relationship Solution

Used daily for 6-12 months
Reviewed 2017-10-16
Review Source: Capterra

We are saving a ton of money and getting a better product and service that we had with our previous CRM.We switched from a competing CRM to GleanView and ended up saving alot per year without losing any functionality. The service has been top notch and has gone above and beyond to accommodate our needs. The team at GleanView has been able to really customize the integrations to match our sales and marketing process, and we now have a full solution that manages our customers and prospects from lead to repeat order.

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Mark Lilly

Clearly designed for B2B - People running SMB designed this for others running SMB's.

Used daily for 6-12 months
Reviewed 2019-02-19
Review Source: Capterra

Full-fledged CRM: Tracking leads, Opportunities, customers. Emailing DIRECTLY out of application using email follow-up templates - GREAT time saver. Follow-ups sync'ed to calendar. Easy to add user-defineable fields, importing is a breeze. Have not yet tried the marketing automation, but very impressed that for the price, includes Hubspot/Marketo-like Marketing Automation functionality! Eager to get to that next.Easy, Intuitive, has all the features/functionality you'd expect all in one single application.

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GleanView pricing

Starting from
Pricing options
Free trial
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Prices start from $175 / month for up to 5 users for the Outreach product. Each of the other products start at $200 / month. Combine products to get a complete platform, or just get the pieces you need.

GleanView features

Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Calendar Management
Contact Database
Custom Fields
Data Import/Export
Email Integration
Social Media Integration

Automatic Reminders (163 other apps)
Customer Database (126 other apps)
Customizable Branding (156 other apps)
Customizable Reporting (135 other apps)
Customizable Templates (135 other apps)
Electronic Payments (118 other apps)
Mobile Integration (121 other apps)
Reporting & Statistics (181 other apps)
Third Party Integration (175 other apps)

Security and privacy


Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
This will ask you to sign in with LinkedIn

Additional information for GleanView

Key features of GleanView

  • Account management
  • Customer lifecycle management
  • Follow-up scheduling
  • Web, email & phone histories
  • Opportunity management
  • Sales stage tracking
  • Sales forecasting
  • Pipeline management
  • Quote creation
  • Quote tracking
  • Product & vendor database
  • Project management
  • Lead tracking
  • Call & email logging
  • Web order & form submission tracking
  • Real-time alerts
  • Appointment & task calendar
  • Activity dashboards
  • Customizable widgets
  • Activity summary
  • Lead routing
  • Custom routing rules
  • Email marketing
  • Drag-and-drop email designer
  • Dynamic content for email personalization
  • Advanced segmentation
  • Email open, click & bounce tracking
  • Multi-step email nurture campaigns
  • Campaign automation
  • Email drip campaigns
  • Behavior-based triggers
  • Custom landing pages
  • Drag-and-drop landing page designer
  • Sales analytics
  • Marketing analytics
  • Anonymous visitor identification
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4 Key Products. One Integrated Platform.

Scale sales engagement and top of the funnel outreach to new prospects

Manage full cycle sales from first touch to repeat customer

Transform the way you communicate with prospects and customers

Build targeted account and contact lists to fuel outreach

Turn anonymous website visitors into leads