Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Marketing Campaigns
- Target Group Selection
- Personalized Messaging
- Friendly Text Editor
- Wildcards & Attachments
- Easy Export/Import of Data
- Drag-and-Drop Customization
- Automated Feedback Tracking
- See emails sent, delivered, read, links clicked and unsubscribed
- Concise Statistics
- Financial Rentability Evaluation
- Converting incoming emails into leads
- Tracking sales leads
- Automated Web Forms
- Detection of Opportunities
- Business Management
- Pricelist Quotations
- Quick overview of success, turnover, profit, and rep substituability
- Customer Management
- Segmentation and Sorting based on relationship, geography, importance, potential, size, or custom fields
- Automated import/export of contacts with Outlook
- Customer State
- Data Sharing
- Outlook Auto Reminders
- Custom Reminders
- Synchronization of Contacts with cell phones
- Professional Bulk Emails
- Custom Reports
- Project Management
- Lead-to-Project Conversion
- Copy and Save communication history (with attachments)
- Different Workflows for each business type
- Automated Tasks & Important Milestones
- Assign Roles & Responsibilities
- Deadlines & Budgets
- Project Calendar
- Constant Time & Finance comparison
- Notifications
- Human Resources Planning
- Fully-Featured Android App
- Reports & Analyses
- Offline Data Availability
- Several Types of Reports (Sales Efficiency, Project Progress, Employee Timesheets, Finances, Customers, Custom)
- Export to Microsoft Excel, PDF or Microsoft Word.
- Everything print ready
- Open API
- Phone & Email Support
Pricing Info
Pricing Info
eWay-CRM offers a free plan as well as three enterprise pricing options for users to consider. You have the possibility to use a 200 MB package for free, subscribe for a cloud-hosted 10 GB package and pay per month, or purchase the full-time local server license. Here are the details per each package:
Free
- 200 MB Storage
- Customizable
- Multiple Devices
- Email Support
Premium – Monthly Subscription – $28/user/month
- 10 GB Storage
- Data Sharing
- Customizable
- Multiple Devices
- Mobile App
- Phone Support
Premium – Lifetime License – $399/user (+18% annual support fee)
- Your server
- Data Sharing
- Customizable
- Multiple Devices
- Mobile App
- Phone Support
Integrations
Integrations
eWay-CRM is integrated with many great tools:
- Microsoft Office
- Quickbooks
- WordPress
- TeamViewer
- Poll Everywhere
- Tableau
Also eWay-CRM is an open API system, which means you can connect it to virtually any third-party system or business application. TO facilitate service delivery, the system offers native integration to Microsoft Outlook.
Contact the vendor for technical details.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Caverion, Skoda, Logicon
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
eWay-CRM is a comprehensive CRM for Outlook for users looking to improve traction with customers and turn basic data into operable intelligence.
Company Email
info@eway-crm.com
Contact No.
Company's Address
1200 Main Street
Kansas City, Kansas
USA
eWay-CRM Comparisons
Popular eWay-CRM 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
You don’t want only a wide range of useful tools and scalable pricing packages from a well-known CRM Software. Almost as essential as key features is a top-notch customer support. You want to ensure that in a situation where you have any questions about eWay-CRM or Pipeliner, or you run into a problem, or perhaps you’ll need to request a certain update or functionality beneficial to your company you can rely on a responsive and helpful customer support. See if services such as phone support, tickets or live chat are provided. It’s also a major asset if you are able to enjoy individual training or at least a knowledge base you can use.
Page last modified