Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Windows App
- Mobile Versions
- Cloud Storage
- Secure Database
- Personal Data Consolidation
- Data Sync with Cloud Services/Apps
- Direct Synchronization
- Data Tagging
- Cross-Linking
- Modules
- Customizable Widgets
- Offline Storage
- AES -256 Encryption
- SSL Technology
Pricing Info
Pricing Info
EssentialPIM is available in two versions: Free and Pro version. You can choose from several enterprise pricing plans if you want to buy and use its professional version. A cloud edition or version of the software is provided as well. Here are the details:
EssentialPIM Free – $0
- Contacts
- Password entries
- Notes
- Tasks
- Emails
- Mobile versions (Android & iOS apps)
- Data synchronization with mobile devices
- Global personal info search
EssentialPIM Pro
EssentialPIM Pro Regular Edition – $39.95
- Lifetime usage of the version you purchased
- Free software updates for 1 year
- Priority support
EssentialPIM Pro Business Edition – $59.95
- Additional networking features for workgroups
- Free software updates for 1 year
- Priority support
EssentialPIM Pro Lifetime Edition – $79.95
- Free access to all new versions for a lifetime
- Software usage on 2 PCs from a single user
- Priority support
EssentialPIM Pro Features:
- All features in EssentialPIM Free
- Data synchronization with multiple cloud services and solutions
- Data synchronization with MS Outlook
- Multiple-user access to EssentialPIM database
- Desktop sticky notes
- Global data cross-linking
- Attachment storage and linking
- Unlimited contact groups
- Task & appointment templates
- To-Do lists in a hierarchical structure
- Event & task categories editing
- Advanced data backup
- Multiple tabs for single notes & tree-like note structures
EssentialPIM Cloud Editon – $1.99/month or $19.95/year
- Synchronization & backing up of all your personal data across multiple Windows PCs to the cloud
- Data access via web browser (cloud.essentialpim.com)
- Encryption of data in the password module before replicated to the cloud
- SSL protocol for data security
Integrations
Integrations
EssentialPIM integrates with the following cloud services & solutions:
- Google Services ( Google Drive, Calendar, Contacts, Tasks)
- MS Outlook
- iCloud
- CardDav
- CalDav
- Office 365
- Dropbox
- SyncML
- ownCloud
- Toodledo
- Funambol
It also connects with DAV server implementations (CalDAV, CardDAV, WebDAV). Additionally, it syncs with iOS EPIM and Android EPIM.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Samsung, Canon, HP
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 personal information management software that lets you manage appointments, tasks, notes, contacts, password entries and email messages across multiple platforms and cloud applications.
Company Email
epimsales@essentialpim.com
Contact No.
Company's Address
EssentialPIM
Astonsoft Ltd.
Laki 9a, Tallinn 10621, Estonia
EssentialPIM Comparisons
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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
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No Sales Tools will manate to cover all the needs of a company. Even though main functionalities of EssentialPIM and Pipeliner are important you should also thoroughly analyze the integrations provided by a given service. Quote frequently your team will already be working with various kinds of SaaS software in your company and it’s definitely more beneficial to select services that integrate well with one another. That way you will be able to guarantee an effortless transfer of data between your teams and services, which can significantly reduce time spent on migrating between one product and the other.
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