Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- eMarketing
- Call lists
- Reports
- Customizations
- Sales process automation
- Opportunity management
- Contact management
- Activity tracking & alerts
- Sales & opportunity tracking
- Integration & automation
- Team sharing
- Native iOS & Android apps
- Business insights
- Flexible deployment, access & pricing
- Advanced security
- Custom tables manager
- Industry template library
- API
- Customer support
Pricing Info
Pricing Info
Act! is available on a variety of pricing packages from entry-level to a full-featured cloud-based CRM to provide solutions catered to your business needs. It also offers a 14-day free trial with no download or credit card information required so you can test out the software and its features. Once the trial is over, you can continue using Act! by purchasing any of these plans:
Act! CRM Essentials – $15/user/month (billed annually)
Basic CRM + eMarketing
- Relationship & Task Management
- Opportunity Management
- Email Template Library & HTML Editor
- Campaign Management
- Standard Reports
- Act! Companion Mobile App
- Data Import Tool
- Digital Support
- 2Gb Cloud Storage
- 2,500 Emails/mo
Act! CRM Standard
– $30/user/month (billed annually)
Full-featured CRM + eMarketing
Everything in Essentials, plus:
- Office & Google Integration
- Dynamic Groups
- Dashboards & Analytics
- Integration with Popular Apps
- Team Management
- Marketing Automation (Optional)
- Digital & Phone Support
- 4Gb Cloud Storage
- 10,000 Emails/mo
Act! CRM Expert – $45
/user/month (billed annually)
Advanced CRM + eMarketing
Everything in Standard, plus:
- Advanced Sales Pipeline Management
- Custom Sales KPIs
- Custom Dashboards & Analytics
- Advanced Customization
- Custom Queries
- Marketing Automation (Optional)
- Priority Support
- 6Gb Cloud Storage
- 25,000 Emails/mo
Act! 365 – From $10/user/month
- Customer management
- Calendar & activity management
- Email marketing
- Intelligent Call Lists
- Campaign metrics
- Pipeline management
- Embedded Outlook® inbox experience
- Act! 365 mobile app
- Connections to popular apps
- Getting started tools
- Email open & click tracking
- Sales engagement metrics
- Web forms
- QuickBooks® & Xero™ integration
Integrations
Integrations
- Campaign Monitor
- Constant Contact
- Google Apps for Work
- MS Outlook
- SalesNexus
- Evolve IP Phone System
- SpitFire
- HomeTrak
- Dropbox
- MS Office 365
- Social Campaigns
- iCloud
- CloudCallClick
- 8×8 Virtual Contact Center
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Swarovski, Progressive, Hoopla, Aspca, Movie Pass, Xerox
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
Act! understands the needs of small and mid-sized businesses and it works towards making the customer experience a remarkable one.
Company Email
Contact No.
Company's Address
Denver Headquarters
621 17th Street, Suite 500
Denver, CO 80293
Act! Comparisons
Popular Act! 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 the event you are still having doubts about which software will perform best for your business it may be a sound idea to investigate each service’s social metrics. These metrics are frequently a way to see how popular each solution is and how extensive is its online presence. For instance, in case of Facebook Act! has 18047 likes on their official profile while Pipeliner profile is liked by 32824 people.
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