Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Assign Comments
- Resolve Comments
- Filter by Status
- Customize Assignees
- Collaboration Detection
- Image Mockups: Comments & Tasks
- Multiple assignees
- Threaded Comments
- Multi-Task Management
- Super Rich Editing
- Tabs
- Three Different Views
- Custom Statuses
- Simple Statuses
- Priority
- Agile Board View
- Box View
- Progress Percentage
- Hierarchy
- Custom Notifications
- Activity Stream
- Mentions
- Slack Unfurl
- Drag and drop reordering
- Smart Search
- Gantt Chart
- Calendar
- Mobile Apps
- Clear Notifications
- Edit Comments
- Machine Learning
Pricing Info
Pricing Info
Next to the free plan, ClickUp offers a monthly/annual unlimited pricing subscription and business plans. Here are the details:
Free
- 100MB Storage
- Unlimited Tasks, Free Plan Members
- 2-Factor Authentication
- Collaborative Docs
- Kanban Boards
- Real-Time Chat
- Whiteboards
- Sprint Management
- In-App Video Recording
- Native Time Tracking
- 24/7 Support
Unlimited – $5/user/month (annual billing)
Everything on free forever, plus:
- Unlimited Storage, Integrations, Dashboards, Gantt Charts, and Custom Fields
- Guests with Permissions
- Teams (User Groups)
- Email in ClickUp
- Form View
- Goals & Portfolios
- Agile Reporting
- Resource Management
Business (mid-size teams) – $12/user/month (annual billing)
Everything on unlimited, plus:
- Google SSO
- Unlimited Teams
- Custom Exporting
- Advanced Public Sharing, Automations, Dashboard Features, Time Tracking
- Granular Time Estimates
- Timelines & Mind Maps
- Workload Management
- Goal Folders
Business (multiple teams) – $19/user/month (annual billing)
Everything on Business (mid-size teams), plus:
- Team Sharing
- Subtasks in Multiple Lists
- Custom Role Creation. Permissions and Capacity in Workload
- Increased Automation and API
- Admin Training Webinar
- Priority Support
Integrations
Integrations
ClickUp integrates with 0ver 1,000 business systems and applications, including, but not limited to the following:
- Slack
- Github
- Microsoft Outlook
- Hubspot
- Google Drive
- Harvest
- Zoom
- Vimeo
- YouTube
- Loom
- Chrome
- Zendesk
- Tableau
- Twilio
- Dropbox
- Everhour
- Toggl
Check the full list: https://clickup.com/integrations
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Samsung, IBM, Booking.com
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 simple and intuitive project management system created for all business types across industries. The cloud-based platform allows teams to collaboratte, meet, and plan together to deliver projects on time.
Company Email
help@clickup.com
Contact No.
Company's Address
215 Lowell Ave
Palo Alto, CA 94301
USA
ClickUp Comparisons
Popular ClickUp 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
No Sales Tools will be perfect enough to solve all the needs of a specific team. While main functionalities of ClickUp and Pipeliner are obviously a priority you should also carefully examine the integrations provided by every product. Very often your team will already be making use of some other SaaS software in your company and it’s always better to select solutions that integrate well with each other. That way you can be certain of a smooth transfer of data between your teams and apps, which can really reduce time devoted to migrating between one service and the next.
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