Pipeliner CRM vs Ploomes CRM

Salesforce Sales Cloud

HubSpot CRM

Zoho CRM

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Pipeliner CRM a sales enablement tool for sales management and salespeople. Focusing on what matters, pipeline + process + focus + analytics for revenue.

Access Controls/Permissions

Activity Dashboard

Activity/News Feed

Activity Tracking

Alerts/Notifications

Appointment Scheduling

Assignment Management

Audit Management

Autoresponders

Batch Processing

Budgeting/Forecasting

Business Card/Badge Scanning

Business Process Control

Calendar Management

Calendar/Reminder System

Calendar Sync

Call Logging

Campaign Analytics

Campaign Management

Campaign Segmentation

Channel Management

Chat/Messaging

Client Management

Collaboration Tools

Commenting/Notes

Commission Management

Competitive Analysis

Contact Database

Contact Management

Contract/License Management

Conversion Tracking

Correlation Analysis

CRM Integration

Customer Database

Customer Segmentation

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Dashboard Creation

Data Import/Export

Data Visualization

Deal Management

Document Management

Document Storage

Drag & Drop

Drip Campaigns

Dynamic Modeling

Electronic Signature

Email Management

Email Marketing

Email Sequences

Email Templates

Email Tracking

Engagement Tracking

Event Triggered Actions

Exception Reporting

Field Sales Management

File Sharing

Forecasting

For Insurance Industry

For iPad Devices

Forms Management

For Sales Teams/Organizations

For Small Businesses

For Startups

Gamification

Goal Setting/Tracking

Graphical Data Presentation

Insurance Management

Interaction Tracking

Internal Chat Integration

Kanban Board

Landing Pages/Web Forms

Lead Assignment

Lead Capture

Lead Distribution

Leaderboards

Lead Generation

Lead Management

Lead Nurturing

Lead Qualification

Lead Scoring

Lead Segmentation

Lead Verification/Validation

List Management

Live Chat

Marketing Automation

Mobile Access

Mobile App

Modeling & Simulation

Monitoring

Multi-Campaign

Multi-Channel Marketing

Multi-Currency

Opportunity Management

Performance Metrics

Pipeline Management

Pipeliner CRM

Web-based

iPad

iPhone

Android

HubSpot Sales Hub

Pipedrive

Basic

We have tried to impiment it twice but it's just not a good fit for a smaller business.

Director

They tried to convince me to use a work around at that stage but it would not work due to bugs in the software.

Teaching Assistant

I get exact and specific sales analytics and I can easily track the sales performance to make sure we are on the right path.

Marketing Manager

Requires additional support just to allow system to provide valid data for number of leads inputted and date inputted.

Founder

The easy way to move your leads across your pipe, the powerful filtering features make Pipeline an excellent tool for each lead manager.

Devloper

I'm completely sold on Pipeliner CRM. Since we implemented it in our company, it has completely transformed the way we manage our sales pipeline.

I was told by the management team that it was my fault, that they never said it could do what I was requesting and never said it could!

Head of Proposition Development

It’s really simple to use, with minimal configuration choices and a simple user interface.

Senior Sales Manager

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.

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.

I wish we could integrate more third party add-ons onto the CRM and this is a huge disadvantage for us.

Commercial Sales Director

We use it for projects and project bid tracking and is a great CRM for allowing us to manage the process and documents

Client Success Manager

Managing opportunities and leads, tracking them through the sales cycle

Client Success

Billing can be unclear as to which features are included for which user levels.

Powerful API for interfacing with our ERP system.

Sales Designer

I wish there were more smarts in the application to move requests through the pipeline automatically

Associate Director

Many additional modules to connect to external applications to make life easy.

I was missing some integrations when I used Pipeline but I see now they are available.

Content Manager

This app was very easy to setup and start using it.

Inside Sales

It allows us to track the progress of our jobs and manage the succession of each one.

Not having the ability to use subfolders for uploading documents. That you cannot upload files larger than 30MB

Administrative Secretary

It is one of the best CRM software in terms of visualization

Sr. Director IT

From an IT perspective the product is built well, responsive, and feature rich.

Wealth Patner

It contrasts from other CRMs altogether: the Pipeliner CRM client becomes astute rather than working basically as an information passage tech.

Further, I like the fact that it provides for higher lead velocity, leading to a a quicker realization of sales objectives.

Outside Sales

That you cannot upload files larger than 30MB. That some of the features are not in alphabetical order

Calendar invites do not always work, and you have to resend the invite several times before it will go through.

Customer Order Specialist

The ability to create the detail screen into what works best for your company.

I use Pipeliner CRM to build up my administration counseling and business training practice.

It's intuitive and easy to use, so even non-tech savvy staff can quickly get up to speed with it.

Sales Representative

activities feature and ability to mass mail and template features

Senior Software Engineer

They likewise have an exceptionally appealing UI awesome designs that will make you generally lean toward Pipeliner.

Insurance agent

I like that it gives me the ability to help find the best solution for my clients all in one place, and it's very easy to use, even for the newest agents.

Sales Engineer & Engineer Support

The ability to see the progression of leads that have been created

Consultant

Sometimes that requires manually re-linking up to 500 opportunities.

Inside Sales Technical Support

I provide technical support for our customers and appreciate the excellent support that Pipeliner provides for it's customers.

Commercial Quotations

The limit to characters you can add to the notes field

Search results are not alphabetical order which is inefficient and frustrating.

Our industry is document heavy and there is no folder management.

It assists us with catching leads from anyplace.

Manager Business Development & Sales

The graphic function for reports could be improved.

It gives a quick overview about my sales status and where to improve.

Area Sales Manager

All relevant data about customers can be entered.

It has revealing choices whether graphical, mathematical and diagram like.

Migrating to Cloud based was a little difficult and cumbersome

Sr Sales and Growth Analyst

The analytics and built in report generation are top notch.

Manager - Client Success

The Support team is incredibly helpful and the software is easy to learn

customers name has to be spelled correctly otherwise it is not found.

Pipeliner CRM vs Ploomes CRM Comparison (2026)

Pipeliner CRM

Ploomes CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives