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Pipeliner CRM Comparison
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Pipeliner CRM
93pts
Overview
★ Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Screenshots
Pricing
Starting from
/
No info available
/- Free trial available
- No credit card required
- Free account
- Subscription based
User reviews
Pros
The support team has been excellent, and their marketing team does a great job of promoting helpful content as far as sales best practices and use of their product.
So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general.
I have been very impressed with the Pipeliner customer support. They have been very responsive when I have questions and have good follow up.
Cons
Really bad experience or no MKT tools, reporting is not a strength of this product either which make it useless.
Really bad tool if we think that MKT and Sales are one team.
Burdensome data entry, can be costly and Focused on the wrong person.
Key features
- Total features80
- API
- Access Controls/Permissions
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Archiving & Retention
- Audit Management
- CRM
- Calendar/Reminder System
- Channel Management
- Charting
- Collaboration Tools
- Contact Database
- Contact Management
- Content Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Duplicate Detection
- Email Management
- Email Marketing
- Field Sales Management
- Forecasting
- Geographic Maps
- Geolocation
- Interaction Tracking
- Internal Chat Integration
- Knowledge Management
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Live Chat
- Marketing Automation
- Meeting Management
- Microsoft Outlook Integration
- Mobile Access
- Multi-Currency
- Opportunity Management
- Organizational Charting
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Product Catalog
- Prospecting Tools
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Reporting
- Recurring Tasks
- Referral Tracking
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- SSL Security
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Segmentation
- Shared Contacts
- Social Media Integration
- Source Tracking
- Task Management
- Task Progress Tracking
- Task Scheduling
- Territory Management
- Third Party Integrations
- Training Management
- Vendor Management
- Web Forms
- Workflow Management
- XML / RSS
Integrations
- Total integrations59
- Constant Contact
- Gmail
- Google Analytics
- Google Calendar
- HubSpot CRM
- Mailchimp
- Microsoft 365
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- Wordpress
- Xero
- Zapier
- Zendesk
Security
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
For vendors
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