Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Process automation
- Sales module
- Team scheduling
- Client records
- Synchronization
- Timers
- Mobile app
- Automated notifications
- Quotes
- Project planning
- Project tracking
- Project collaboration
- Activity stream
- Task management
- Time tracking
- Expenses
- Invoicing
- Client portal
- Issues dashboard
- Integrations
Pricing Info
Pricing Info
Accelo offers various products you can mix and match and choose from. There’s also a free trial available which you can get by signing up in Accelo. For the products, here are its pricing details:
Sales
Sales Plus – $16/user/month (billed annually) or $19/user month-to-month
- Client Portal
- Email Campaigns
- Quotes
- Smart CRM & Email Tracking
- Sales Tracking
- Tasks, Notes & Attachments
Sales Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Sales Plus Features
- Automated Triggers and Notifications
- Customized Business Processes
- Team Scheduling
- Unlimited Custom Sale Types
Projects
Projects Plus – $16/user/month (billed annually) or $19/user month-to-month
- Client Database & Email Tracking
- Client Portal
- Client Signoffs & Approvals
- Project Management
- Tasks, Notes & Attachments
- Time Billing & Invoicing
Projects Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Projects Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Projects Types
Service
Service Plus – $16/user/month (billed annually) or $19/user month-to-month
- Client Database
- Client Portal
- Client Signoffs & Approvals
- Email Tracking
- Service & Issue Tracking
- Tasks, Notes & Attachments
- Time Billing & Invoicing
Service Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Service Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Issue Types
Retainers
Retainers Plus – $16/user/month (billed annually) or $19/user month-to-month
- Contract & Retainer Tracking
- Client Database
- Client Portal
- Client Signoffs & Approvals
- Email Tracking
- Tasks, Notes & Attachments
- Time Billing & Invoicing
Retainers Premium – $34/user/month (billed annually) or $39/user month-to-month
- All Retainers Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Retainer Types
ServOps (includes all products above in one)
ServOps Plus – $34/user/month (billed annually) or $39/user month-to-month
- All Plus Plan Features of Sales, Projects, Service, and Retainers Products
ServOps Premium – $69/user/month (billed annually) or $79/user month-to-month
- All ServOps Plus Features
- Automated Triggers & Notifications
- Customized Business Processes
- Expenses
- Team Scheduling
- Unlimited Custom Sale, Project, Ticket and Retainer Types
Integrations
Integrations
Accelo integrates with the following business systems and applications:
- Office 365
- Google for Work
- Salesforce
- MailChimp
- QuickBooks
- Xero
- Authorize.net
- PayPal
- JIRA
- Stripe
- Campaign Monitor
- Zapier
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Angie’s List, Relevant, ZirMed
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
Accelo is a cloud-based software that combines simple and powerful tools for professional services for businesses. It automates various processes to increase productivity and profitability. It comes with tools for sales, projects, services, retainers, and servops. The platform also integrates with many third-party apps such as G Suite, Office 365, Xero, Quickbooks, and more.
Company Email
Contact No.
Company's Address
530 Howard St, Floor 2
San Francisco, CA, 94105
USA
Accelo Comparisons
Popular Accelo 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
In case you are still having second thoughts about which solution will be best for your business it may be a sensible idea to investigate each service’s social metrics. These metrics are usually a way to see how popular a given app is and how extensive is its online presence. For instance, in case of Facebook Accelo has 4330 likes on their official page while Pipeliner profile is liked by 32824 people.
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