Pipeliner CRM vs Pipeline CRM Detailed comparison features, price

Pipeliner CRM

Pipeliner CRM stands out as an AI-powered customer relationship management platform tailored for sales teams seeking efficiency, automation, and actionable insights. Featuring the integrated Voyager AI assistant, Pipeliner enables proactive guidance, intelligent automation, and advanced analytics for sales organizations of all sizes. The user-focused, visual interface reduces complexity, ensuring fast adoption and easy management without requiring specialized IT skills.

With built-in workflow automation tools, customizable dashboards, robust reporting, and seamless integrations with Google and Microsoft suites, Pipeliner CRM supports every stage of the sales pipeline. Automated processes, AI-driven forecasts, and real-time activity tracking empower users to optimize performance and achieve measurable results, while flexible customization accommodates unique business requirements. Comprehensive support resources and onboarding services ensure a smooth, successful CRM experience.

Pipeline CRM

Pipeline CRM is a comprehensive cloud-based customer relationship management platform designed to accelerate sales cycles and improve team collaboration. The platform provides intuitive pipeline, lead, and contract management, as well as an AI-powered email assistant to optimize communication and automate routine tasks. With robust features like sales automation, customizable dashboards, bulk email capabilities, integrated eSign, and advanced reporting, Pipeline CRM enables businesses to efficiently track deals, nurture leads, and close contracts faster.

Pipeline CRM offers industry-specific solutions and seamless app integrations, making it adaptable for a wide range of sectors such as construction, manufacturing, real estate, and professional services. Security and data integrity are prioritized, and customers benefit from unlimited file storage, user permission controls, and personalized onboarding support. A 14-day free trial, extensive training resources, and award-winning customer service ensure a smooth CRM adoption process for teams of all sizes.

Pricing

Pipeliner CRM Pricing

Paid

From $75

Pipeliner CRM offers Paid pricing with plans starting from $75 per month .

Pipeline CRM Pricing

Paid

From $29

Pipeline CRM offers Paid pricing with plans starting from $29 per month .

Features

Pipeliner CRM

AI-Powered Assistant: Intelligent automation and proactive sales guidance.
Visual Sales Pipeline Management: Instant view and tracking of deals and progress.
Automatizer Workflow Engine: No-code automation of repetitive sales tasks.
Advanced Reporting & Analytics: In-depth reporting, forecasting, and customizable dashboards.
Relationship Mapping: Visual maps of accounts, contacts, and buying centers.
Seamless Integrations: Supports Google Suite, Microsoft Suite, and numerous third-party apps.
Flexible Customization: Custom fields, entities, and personalized user interfaces.
Mobile CRM: Full-feature access via iOS and Android apps.
Robust Security: GDPR compliance, encryption at rest, and advanced permissions.
Comprehensive Support: Built-in help, knowledge base, onboarding, and customer success programs.

Pipeline CRM

AI Email Assistant: Supports writing prompts for sales and communication automation.
Sales Pipeline Management: Visual and intuitive pipeline tracking for deals.
Lead and Team Management: Real-time monitoring and collaboration tools.
Marketing Automation: Bulk emails, drip campaigns, and campaign tracking.
eSign Integration: Built-in electronic signature capabilities for contract management.
Advanced Reporting: Custom dashboards, forecasting, and performance tracking.
Customization: Custom fields, deal stages, and workflow automations.
Unlimited File Storage: No restrictions on data storage for records and files.
Mobile App: Access CRM functions on the go.
Easy Integration: Connects with multiple business cloud software tools.

Use Cases

Pipeliner CRM Use Cases

Automating repetitive sales processes for increased team efficiency.
Tracking and visualizing sales pipelines across multiple teams or departments.
Managing complex customer relationships and organizational account hierarchies.
Generating advanced sales forecasts and business analytics.
Personalizing communication through AI-driven email sequencing and templates.
Facilitating collaborative sales campaigns and tracking team goals.
Synchronizing contacts, tasks, and emails with Google and Microsoft ecosystems.
Empowering remote sales teams through mobile CRM capabilities.

Pipeline CRM Use Cases

Automating personalized email outreach and follow-ups for sales teams.
Centralizing and managing lead pipelines for small to enterprise businesses.
Tracking contract lifecycles with built-in eSign functionality.
Monitoring team performance and sales quotas with custom dashboards.
Streamlining onboarding and CRM data migration for new businesses.
Generating and executing targeted email campaigns.
Facilitating remote teamwork and document sharing.
Enabling efficient sales forecasting and commission tracking.

FAQs

Pipeliner CRM FAQs

What features are included in the free trial?

The free trial allows users to test any tier of Pipeliner CRM and access corresponding features, including account management, visual pipelines, automations, analytics, and reporting based on the selected plan.
How does the free trial work?

Users can activate a 14-day free trial without providing payment information, enabling them to explore the features and benefits of Pipeliner CRM before committing to a subscription.
What type of support is available for new users?

Pipeliner CRM offers comprehensive onboarding support, access to a searchable knowledge base, built-in product tours, and direct assistance from technical support staff to ensure successful implementation.
Is Pipeliner CRM suitable for large enterprises?

Yes, Pipeliner CRM is designed for scalability and supports mid-sized to large and enterprise organizations, with features like customizable workflows, advanced permissions, and integration options.
How secure is customer data within Pipeliner CRM?

Pipeliner CRM prioritizes data security with GDPR compliance, encryption at rest, and granular permission controls to ensure privacy and regulatory adherence.

Pipeline CRM FAQs

What does the Pipeline CRM free trial include?

The 14-day free trial gives access to the Grow plan, allowing users to experience the full range of CRM features including unlimited seats, automation, campaign management, and advanced analytics.
Can I switch plans during the trial period?

During the free trial, users are placed on the Grow plan to experience all available capabilities, but switching between plans during the trial is not permitted.
Does Pipeline CRM integrate with other business software?

Yes, Pipeline CRM integrates with popular business cloud software tools such as email, accounting, and project management applications.
Is data migration support available for new customers?

Pipeline CRM offers free data migration and tailored onboarding support to ensure a smooth transition for new users.
In which language is Pipeline CRM available?

Pipeline CRM is available in English.