Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Dashboard for quick overview
- Job Management with time tracking
- Advanced Scheduling and Calendar
- Bidding and Estimating
- Invoicing
- Customer Portal
- Credit Card Payments
- Customizable
- Mobile Access
- Drag-and-drop features
- File Attachments
- Custom fields and reports
- Custom Email Templates
- Import and export from and to Excel
- QuickBooks Online 2 way sync
- QuickBooks Desktop 2 way sync
- iCal feed for offline access
- Global Search
- Phone and Email Support
Pricing Info
Pricing Info
Kickserv offers five packages to match staff size from proprietorship to enterprise level. Terms are on a month-to-month setup that you can cancel anytime with no contract to tie you up. All plans include standard features, including: business and time tracking; job management; advanced scheduling; notes attachments; and job charges.
- Free Trial (No Credit Card required): 14 days
- Lite ($47 per month): Includes 5 users and QuickBooks® Online integration.
- Standard ($119 per month): Includes all features from the Lite plan, plus 10 users, everything needed for a growing team and unlimited support.
- Business (most popular, $199 per month): Features everything in Standard, plus: 20 users, custom reports and more.
- Premium ($299 per month): Features everything in Business, plus: Unlimited users, GPS live tracking and more.
Integrations
Integrations
API in REST style to integrate your own apps
QuickBooks® Online & Desktop
Stripe
Mailchimp
Podium
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Entry Systems, Sage Energy, Generation 3 Electric, AllWest Hood & Fire Services, Red Lab Digital, American Irrigation Repair, One Solution, Louisian Air Systems
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
Quickly manage your sales, job management, and invoicing with a few clicks to let your whole team focus on their work.
Company Email
support@kickserv.com
Contact No.
Company's Address
Kickserv, Inc.
533 Shasta Way
Mill Valley, CA 94941
Kickserv Comparisons
Popular Kickserv 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
Almost as essential as useful features and client support responsiveness are pricing packages given by Kickserv and Pipeliner. Although pricing should not be the sole element it’s without a doubt an important thing to think about. You should try to find a flexible pricing plan that can be matched with your company size and easily scaled up when your company grows. Make sure you don’t choose pricing plans that include complex tools that you won’t find useful and always make an effort to get in touch with the vendor directly because enterprises can usually count on discounts. You should also try out a free trial or demo of each product to spend at least some time using it. It’s a useful experience that doesn’t require you to pay any money and gives you a solid overview of what it feels like to work with Kickserv and Pipeliner.
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