Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Customer data platform
- Audience segmentation
- Website tracking
- Visual customer journey builder
- A/B testing
- AI marketing recommendations
- Marketing automation
- Revenue attribution
- Lead generation
- Lead capture
- Lead scoring
- SMS marketing
- Email marketing
- SaaS marketing
- PLG marketing
- Ecommerce marketing
- Facebook retargeting
- Nonprofit marketing
- AI marketing
- Marketing dashboards
- Sales dashboards
- BI reporting
- Marketing analytics
Pricing Info
Pricing Info
Ortto offers one free plan and four paid plans. Each paid plan comes with a 14-day free trial. Below are the features included in each plan:
Free
- Email marketing
- 1 playbook
- 2,000 contacts
- Contact profiles
- Segmentation
- Engagement score
- 3 engagement activities
- People
- Organizations
- Tagging
- Activity tracking
- 15 audiences
- Audience analytics
- Dashboard builder
- 1 dashboard
- Reports builder
- Snapshot reports
- 20 dynamic reports
- Revenue attribution
- 2 capture widgets
- Email marketing drag-and-drop builder
- Preference center
- Send from custom email domain
- 8,000 emails per month
- User and website tracking session
- Product event tracking
- 1 custom activity
- 1 user seat
- Two-factor authentication
- GSuite integration
- Knowledge base
- API
- Custom activities
Campaign – $29/month
- All Free plan features, plus
- 3 playbooks
- Audience retargeting
- 5 capture widgets
- 2 user seats
- Email support
- Remove “powered by Ortto”
Professional – $99/month
- All Campaign plan features, plus
- 15 journeys
- 15 playbooks
- Playbook actions
- SMS (add-on)
- A/B testing
- Timezone-based delivery
- 5,000 included contacts
- 5 engagement activities
- 20 audiences
- 3 dashboards
- 60 dynamic reports
- Funnels
- 20 capture widgets
- 20,000 emails per month
- 5 custom activities
- 3 user seats
- Customized default footer
Business – $299/month
- All Campaign features, plus
- 30 journeys
- 30 playbooks
- 20,000 included contacts
- 8 engagement activities
- Data retention (+90 days) – add-on
- 30 audiences
- 5 dashboards
- 120 dynamic reports
- Cohorts
- 50 widgets
- Custom email IP (add-on)
- 80,000 emails per month
- 1 outbound activity stream
- 5 user seats
- Roles and permissions
- Custom roles and permissions
- Priority support
- Advanced address lookup (.01c per request)
- Sandbox account
Custom – by quote
You can contact the vendor to have a plan tailor-made for your specific needs.
Integrations
Integrations
Ortto integrates with a wide variety of third-party software for finance, sales, customer support, and ecommerce, among others. Below are some of these integrations:
- Shopify
- Pipedrive
- Stripe
- Zapier
- WooCommerce
- Zendesk
- Google Ads
- Gorgias
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Bitly, Vodafone, Microsoft
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
Designed to collect customer data into a single platform to provide a complete view of each customer. This unified data also makes it easier for marketers to create dynamic audience segments and hyper-personalized marketing messages. Pre-made and customized marketing reports and dashboards also allow teams to accurately track campaign performance.
Company Email
help@ortto.com
Company's Address
28 O'Connell St,
Sydney, New South Wales
2000, AU
Ortto Comparisons
Popular Ortto 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
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