Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Advanced reporting
- Built-in self-service portal for collaboration
- Comprehensive Quickbooks integration
- Customizable workflow automation
- Extensive customization features
- Full order management: product catalog, invoices, quotes
- HR, expense reports, employee timesheets
- Inbound/outbound HTML email
- IP telephony integration (Skype etc..)
- Marketing automation
- Mobile support (Android, iPhone/iPad, Blackberry)
- MS Word mail merge
- Vendor offers a free edition
- PDF form designer
- Portal includes integrated eCommerce store
- Project and resource management
- Salesforce automation and forecast tracker
- Service contracts and case management
- Syncs with Google applications
Pricing Info
Pricing Info
Pricing for on-premise software:
- Startup: Free
- Startup+: $10/user/month (billed annually) / $12 month-to-month
- Professional: $18/user/month (billed annually) / $22 month-to-month
- Enterprise: $23/user/month (billed annually) / $27 month-to-month
Pricing for cloud service:
- Startup: $8/user/month (billed annually) / $10 month-to-month
- Startup+: $17/user/month (billed annually) / $20 month-to-month
- Professional: $25/user/month (billed annually) / $30 month-to-month
- Enterprise: $31/user/month (billed annually) / $36 month-to-month
Integrations
Integrations
1CRM and iOS, Android and Outlook: 1CRM includes two-way sync via CardDAV/CalDAV standards to provide excellent data sync for Contacts, Calls, Meetings and Tasks / Reminders.
On Android or iOS phone or tablets you can use your built-in apps for Contacts, Calendar and Reminders / Tasks to view, update, delete or add new items in your 1CRM system, whether or not you are connected to the Internet. Any changes you make on your phone or tablet will sync to 1CRM the next time you are online.
1CRM and Dropbox: 1CRM includes integration with the Dropbox online storage system. When composing an email, you can easily attach documents from Dropbox to your email. Backups of your entire 1CRM system, both software and data, can be automatically saved on a regular schedule to Dropbox. And if needed, those Dropbox backups may be used to restore your 1CRM system onto their original server, or another server.
1CRM and Skype: Have you been looking for a CRM with Skype integration? You’re in luck because 1CRM includes Skype integration. Click on any phone number to place a SkypeOut call, with automatic logging of the call (and any notes you may care to make) to the customer history in the CRM.
1CRM and Magento: With this extension to 1CRM, you can connect your 1CRM system to this advanced eCommerce platform and use all the advantages of both systems. This integrated solution allows the management and maintenance of the data in both systems to be simplified.
Two-way 1CRM and Quickbooks sync: This integration continually synchronizes Accounts, Product Catalogs, Invoices, Received Payments and AR balances, Quotes, currencies and taxes between 1CRM and the QuickBooks Accounting system from Intuit Inc.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Avira, Philips, Telus, Adaco
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
1CRM is an affordable and highly customizable customer relationship and business management application.
Company Email
info@1crm.com
Contact No.
Company's Address
688 Falkland Road, Victoria BC, V8S 4L5, Canada
1CRM Comparisons
Popular 1CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Drag-and-drop administration
- Multiple accounts
- Account hierarchies
- Multiple pipelines and views
- Product Catalogue
- Dynamic organization chart
- Buying Center
- Contact management
- Social selling
- Social media feeds
- Custom profiles and views
- User access permissions
- Template designer for forms
- Auto-calculated fields
- Visual lead management
- Dynamic Target
- Bulk updates
- Document management
- History log
- Notes management
- Activity Stream
- Target Overview
- Notifications
- Suggestions
- Business Overview
- Archive tool
- Opportunity Tracking
- Sales Task Management
- Sales Process Mapping
- Offline CRM
- Built-in HELP
- Sales reports
- Performance Insight Instant Views
- Sales Velocity monitoring
Pricing Info
Pipeliner CRM offers four pricing plans, all billed annually:
Starting at $65/user/month
- Accounts Management
- Contacts Management
- Unlimited Accounts & Contacts
- Feeds (Built-in Internal Messaging)
- Import Accounts and Contacts from CSV files
- Leads Management
- Opportunities Management
- Unlimited Leads & Opportunities
- Opportunities and Leads Pipeline View
- Opportunities, Leads, Accounts, Contacts and Activities List View
- Opportunities, Leads, Accounts and Contacts Compact View
- Opportunities, Leads, Accounts and Contacts Map View
- Dynamic Velocity View
- Dynamic Target Views
- Target Multiple KPIs
- Custom Profile Views
- Tasks Management
- Appointments Management
- Unlimited Tasks & Appointments
- Tasks and Appointments Calendar View
- Reminders
- Mobile Apps (iOS and Android)
- Calling Integration (over Mobile)
- Email Automation
- Mass Email Tracking
- Customizable Email Templates (Text & HTML)
- Email Personalization
- Email Integration
- Import Accounts & Contacts from CSV files
- Import open Leads & Opportunities from CSV files
- Standard Table Reports
- Pivot Table Reports
- Custom Pipeline Stages
- Custom Fields for Opportunity, Lead, Account and Contact Form
- Custom Standard Fields for Products
- Unlimited Custom Fields
- Custom Field Description/User Hint
- Custom Web Resource Fields
- Custom Fields Calculations
- Custom Fields Validation Rules
- Custom Fields Pick-Lists
- Custom Fields Dynamic Dropdowns
- Custom Fields Auto-Number Fields
- Custom Products and Services Catalog
- Office 365 Automatic Email Sync
- Exchange Automatic Emails Sync
- Office 365 Inbox Add-In for Outlook
- Contacts Sync to Outlook (Office 365 and Exchange)
- Tasks Sync to Outlook (Office 365 and Exchange)
- Appointments Sync to Outlook (Office 365 and Exchange)
- Send and Track Emails directly from PL (Office 365)
- Mass Email Tracking (Office 365)
- Customizable Email Templates (Office 365)
- Automation Hub Integrations
- SSL Encryption
- Encryption at Rest
- GDPR Compliance
- 30 MB Attachment Limits
- Attachment Type Restrictions
- Email Domain Restrictions
- Daily Database Backups
- SSL Encryption
- Encryption at Rest
- Online Onboarding Guidance
- User Training (Online course)
- Admin Training (Online course)
Business – $85/user/month
- All Standard features
- Documents Management
- Custom Template Docs and Spreadsheets (Office 365 and Google Docs)
- Notes Management
- Navigator Dashboard
- Opportunities and Leads Archive View
- Multiple Currencies
- Tasks Board View
- Appointment Timezone Checker
- Recurring Tasks
- Activities 1-to-Many to Any
- Export Accounts/Contacts to Excel/CSV
- Export Leads/Opportunities to Excel/CSV
- Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
- Bulk Ownership Updates
- Merge Contact & Accounts
- Dashboard Reports
- Multiple Custom Pipelines
- Custom Fields per Pipeline Stages (Sales Actions)
- Custom Activities per Pipeline Stages (Sales Activities)
- Custom Business Units
- Save Email Attachments to Pipeliner Records
- Google Drive Integration
- Custom (Bespoke) Integration possible
- Assigned Account Manager
- API Actions Limits
- Onboarding Consultancy and Customisation
- User Training (Web Sessions with Pipeliner Trainer)
- Manager Training (Web Sessions with Pipeliner Trainer)
- Admin Training (Web Sessions with Pipeliner Trainer)
- Standard Data Import from CSV
- Custom Data Migration
Enterprise – $115/user/month
- All Standard and Business features
- Visual Opportunities and Leads Buying Center
- Opportunities Bubble Chart View
- In-App Notifications
- Advanced Reports
- Forecast Reports
- Insights
- Custom User Roles and Permissions
- Custom Accounts Relations
- Custom Standard Fields for Activities
- Custom Activity Types
- Custom Fields Field Permissions
- SharePoint Integration
- Sandbox Environment
- Single Sign-On (SAML 2.0)
- Prioritized Technical Support
- Telephone Technical Support
- Pipeliner Quarterly Review
- Onsite Training
Integrations
Pipeliner CRM offers integrations with over 200 apps for productivity, collaboration, accounting, and eCommerce. These apps include:
- Freshbooks
- Sage Intacct
- Clearbit
- FullContact
- Ethereum
- Zapier
- Dropbox
- Google Drive
- Shopify
- Magento
- Calendly
- EventBrite
- MS Office
- monday
- Wrike
- Google Forms
- SEMrush
- Freshdesk
- Zendesk
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
MTN Business, Tiger, ManpowerGroup
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A sales CRM and automation software that boosts adoption rates and ROI through a highly visual interface, numerous customization options, and robust reporting capabilities. It helps you manage your pipeline to turn leads into sales and sales to repeat purchases. It also generates reports and insights within its dashboard.
Company Email
info@pipelinersales.com
Contact No.
Company's Address
15243 La Cruz Dr
Suite 492
Pacific Palisades, CA 90272
United States
Pipeliner Comparisons
Popular Pipeliner Alternatives
Every time you pick a software that you think will be an actual asset for your company you shouldn’t just focus on what professionals have to say about it. In many cases personal experience with the product will vary, depending on your own preferences and work processes. This is why in our reviews we also offer our User Satisfaction Rating for each app to give you a reliable overview of how actual users of 1CRM and Pipeliner rate their experience with the product. Our algorithm is based on complex analysis of product appearances on other sites, social networks as well as blogs, so you are going to obtain a complete and credible picture of what other customers think about every software. In this case 1CRM has a total satisfaction rating at 100% while for Pipeliner 100% of users say they had an enjoyable experience with it.
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