Pipeline CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Sales Pipeline Management
- Lead Management
- Sales Team Management
- Contact Management
- Email Campaigns & Tracking
- Custom Fields
- Sales Forecasting
- Commission Tracking
- Sales Performance Monitoring
- Custom Deal Stages
- File Storage
- Collaboration Tools
- Goal Tracking
- Reporting & Analytics
- Account Permissions
- SuperShare
- Smart Agenda
- Mobile App
Pricing Info
Pricing Info
Pipeline CRM has three-tiered pricing plans: Start Plan, Develop, and Grow. All of them are also available in both monthly and yearly payment schemes. Here are the three pricing plans and their features:
Start Plan – $29/month or $25/month billed annually
- 1 Sales Pipeline
- People
- 250 Deals per account (active deals)
- Companies/Customers
- Unlimited File Storage
- Deal and Activity Reporting
- Import Data Excel or CSV
- 5 Exports/user/month
- 25 Custom Fields
- Locked Fields
- Required Fields
- 250 Email Tracking per user
- 1 Automation
- Task Templates
- Goal Dashboard – Team/Individual
- Share Lists with Internal Users
- SSO
- 1 Team
Develop – $39/month or $33/month billed annually
- Everything in Start Plan
- 2 Sales Pipelines
- 2,500 Deals per account (active deals)
- Unlimited Email Tracking per user
- 10 Automations
- Performance Pulse
- Milestones
- 2 Free Read Only Users
- SuperShare with External Partners
- 2 Teams
Grow – $59/month or $49/month paid annually
- Everything in Develop
- 5 Sales Pipelines
- Unlimited Deals per account (active deals)
- Conditional Formatting
- De-Duplication (people) Feature
- Email Templates
- Email Campaigns
- Hindsight
- Deal Intelligence Fields
- Advanced Visibility
- Unlimited Team
Integrations
Integrations
Pipeline CRM has an Open API offering. So, you can connect it to virtually any third-party software tool. Also, it has a wide range of built-in integrations. These include those with:
- Google Apps
- MailChimp
- Outlook
- Excel
- Help Scout
- Zapier
- QuickBooks
- Paycove
- Meldium
- ActiveDemand
- Userlike
- INinbox
- Finer.io
- Bitium
- Import2
- 123 Form Builder
- WebMerge
- PieSync
- Kixie
- CallRail
- Zapup
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Fujifilm, Matific, RCG Ventures
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
Designed by salespeople for salespeople, the software helps users organize their sales pipeline and monitor their performance and progress. The platform is known for its comprehensive sales-centric reporting and analytics tools that can provide insights to optimize the sales process.
Company Email
sales@pipelinecrm.com
Contact No.
Company's Address
Pipeline CRM
008 Western Ave
Seattle, WA 98104
USA
Pipeline CRM Comparisons
Popular Pipeline CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Campaign Membership
- Campaign Management
- Lead and Opportunity Management
- Quotas, and Forecast
- Case or ticket assignment
- Automatic ticket numbers
- Fully Featured Reporting Functionality
- Foreign Currency & Exchange Rates
- Manage Products and Pricing Schemes
- Sales Order Processing
- Unlimited Customizable Dashboards
- Notes, Activities and Notifications
- Capacity to send Outbound Emails
- Account & Contact Management
- Sales Management & Automation
- Marketing Management
- Customer Service Management
- Order Processing
- Invoicing & Credit Notes
- Automation Engine & Workflows
- Customizable Layouts
- Security
- Data Management
- Reporting & Dashboards
- Mobile
- Sandbox & Testing
- Events Management
Pricing Info
Workbooks offers the following enterprise pricing plans, choose what’s best for your business:
Free Plan – $0
- 2 users completely free
- Free online support
- Contact management
- Sales force automation
- Marketing automation
- Customer support
- Order management
- Invoicing & credit notes
- Reporting & views
Workbooks.com CRM – $30/user/month
- Most free package features
- Unlimited users
- Optional Add-ons
Workbooks.com Business – $65/user/month
- All features from previous packages
- Unlimited users
- Unlimited platform and support options
Integrations
Workbooks integrates with the following software and applications:
- Adobe Sign
- Barbour ABI
- Basecamp
- Box
- Campaign Master
- Constant Contact
- Creditsafe
- dotdigital
- Eventbrite
- EventHQ
- GoCardless
- GoogleDocs
- GoToMeeting
- Hellosign
- Hubspot
- Import/Export
- Lead Forensics
- Loqate
- MagneticOne Mobile
- MailChimp
- Microsoft Azure
- Microsoft Exchange Server
- Microsoft Outlook
- Microsoft SQL Server
- Mondago
- MPZ Mail
- MySQL
- Piesync
- Quickbooks
- Sage
- Wolters Kluwer
- Xero
- Zapier
- Zendesk
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Amstore, ClinkClink, Megatech Ltd
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
Workbooks helps sales leaders, sales people, and marketers with the necessary tools to create leads, handle the sales pipeline and close more deals.
Company Email
info@workbooks.com
Contact No.
Company's Address
Unit 9 Suttons Business Park,
Suttons Park Avenue,
Reading, Berkshire RG6 1AZ,
United Kingdom
Workbooks Comparisons
Popular Workbooks Alternatives
Please note that even though both Pipeline CRM and Workbooks may provide an excellent set of features every app might be aimed at a different company size. If you are studying different apps you may want to give some attention to a business size they are aimed at. Some elements may scale up with no problem for large enterprises but if you own a small or mid-sized business it’s frequently better to avoid paying for complex features that you might never actually use.
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