Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
Lead Management and Sales Automation
- Automatic lead capture from multiple sources using APIs
- Inbuilt cloud telephony with call recording and call tracking
- Inbuilt communication channels like call, SMS, Email, WhatsApp for engagements
- AI-based predictive lead scoring and pipeline analysis
- Lead journey engagement automation across sales cycle
- Automatic alerts, triggers and notifications
- Data Imports and exports
- Follow-ups reminders and notifications for calls, meetings, etc.
Mobile CRM (for sales)
- Real time access to customer data
- Create, update tasks, schedule follow ups and meetings on the go
- Geo tagging to track field executives’ real time
Marketing Automation
- Nurture leads via contextual and personalized automated communications
- Use Content Manager to create personalized templates for SMS, Email and WhatsApp
- Inbuilt landing Page editor
- Campaign scheduling over SMS and Email
- Drip campaigns
- Bulk SMS and Emails
Ticketing system/Helpdesk
- Multiple ticket SLAs
- Ticket Auto Reply/ Notifications
- SLA breach notifications
- API ticket creation with auto assignment
- Custom stages
- Ticket dashboard
Customer Success Management
- Payment gateway integration using API
- Transaction fields customization and tags creation
- Renewal Automation
- Dashboard to track past purchase, recurring payments, dues, etc.
Dashboards and analytics
- Sales dashboard to track revenue – by source, location, teams, lead owner, etc.
- Performance and productivity report for sales, customer support and success teams
- Marketing campaigns report to measure engagements
- 360° view of customer journey
Pricing Info
Pricing Info
Corefactors offers different enterprise pricing plans suited for different scales of businesses. A 7-day free trial with 1,000 credits is available.
Seed – $37 per month
- Up to 3 Users
- Marketing Box
- Lead Box
- 50,000 Data Management Entries
- 25 Content Management Templates
- SMS/Email Campaign
- 3 Direct Integrations
- Standard Field Customization
- Custom Lead Stages
- Standard Lead Dashboard
- Inbuilt Comms (SMS/Email)
- Manual Ticket Creation
- One Time Free 100 SMS/Emails per Account
Sapling – $57 per month
- All Features in Seed +
- Success Box
- Reports
- 100,000 Data Management Entries
- 50 Content Management Templates
- Landing Page Editor
- Marketing Automation
- 5 Direct Integration
- 5 API Webhook Integration
- Leads Automation
- Custom Field Customization
- Automated Lead Stages
- Custom Lead Dashboard
- Auto Reply / Call Connect
- One Virtual No. (Landline) Inbuilt Cloud Telephony
- Sales Automation
- Lead Journey
- 3 Levels Hierarchy
- Automated Ticket Creation
- Landing Page & API Ticket Creation
- Standard Group Configuration
- Auto Reply / Notifications
- Ticket Notifications
- One-Time Free 500 SMS/Emails/Calls per Account
Tree – $112 per month
- All Features in Sapling +
- 200,000 Data Management Entries
- 100 Content Management Templates
- 10 Direct Integration
- 10 API Webhook Integration
- Advanced Field Customization
- AI-Enabled Lead Stages
- Advanced Lead Dashboard
- Automated Inbuilt Cloud Telephony
- Up to 10 Lead Journey
- Third-party API
- Two-Factor Authentication
- Advanced Multi-Level Hierarchy Implementation
- RevOps Enabled Ticket Creation
- Advanced Group Configuration
- RevOps Sales & Finance Team
- One-Time Free 1,000 SMS/Emails/Calls per Account
Enterprise – By quote
- Custom Solutions
Unlimited Calling Plans
Integrations
Integrations
Corefactors integrates with different types of third-party apps such as:
- Wix
- Gmail
- Exotel
- 99acres
- Zapier
- Zoho
- Shopify
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Ketto, First Advantage, Impact Guru
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
Corefactors is an AI CRM that integrates advanced functions like sales, marketing, and customer success management into one platform.
Company Email
sales@corefactors.in
Contact No.
Company's Address
Corefactors
Krishna Reddy Building, Corefactors, #43/1, 3rd Floor,Doddanekundi Main Rd, Bengaluru, Karnataka,
India
Corefactors Comparisons
Popular Corefactors 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 CRM Software will be able to cater to all the requirements of a company. Though key functionalities of Corefactors and Pipeliner are important you should also carefully analyze the integrations provided by a given app. Very often you will already be working with other types of SaaS software in your company and it’s much wiser to choose solutions that integrate well with one another. That way you will be able to be certain of a smooth transfer of information between your teams and software used, which can significantly reduce time wasted on migrating between one app and the next.
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