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Compare PipelineDeals vs eXert CRM

What is better PipelineDeals or eXert CRM? We are here to improve the cumbersome process of reviewing CRM Software products for you. In particular, on this page you can examine the overall performance of PipelineDeals (8.9) and compare it with the overall performance of eXert CRM (8.0). You may also match their overall user satisfaction rating: PipelineDeals (100%) vs. eXert CRM (100%).

Similarly, lexamine their features thoroughly to determine which product can better deal with your company’s needs. Generally, any business solution must let you to comfortably check the big picture, all the while allowing you immediate access to the details.

Our team put a lot of effort to prepare reviews of all popular CRM Software products offered on the market, but among all the ones we reviewed these three deserved our special attention: Salesforce CRM, Freshsales, HubSpot CRM.

SmartScore™

OUR SCORE 9.2

User Satisfaction

CUSTOMER EXPERIENCE 97%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Sales pipeline visibility
  • Sales acceleration
  • Deal management
  • Contact & lead management
  • Activity tracking
  • Mobile access
  • Data importing
  • Custom list views
  • Custom deals
  • Priority and starred lists
  • Lead sources
  • Sales team coordination
  • Sales goals
  • Account customization
  • Integrations
  • Real-time notifications
  • Real-time status updates
  • Team collaboration
  • Account permissions
  • Detailed sales reports
  • Centralized document storage
  • Robust deal profile pages

Pricing Info

Pipeline Deals offers 3 pricing packages and a 30-day, 100% money-back guarantee:

Start Plan – $25/mo/user (billed annually) or $29/mo/user (billed monthly)

  • 25 custom fields for contacts, deals, and companies
  • All customer data is protected, SOC 2 certified.
  • Assign and route hot leads
  • Control access to data by sales team and territory with user roles.
  • Create 100% custom sales funnel
  • Create, save, and share custom views of reports
  • iPhone and Android app
  • Log emails sent from CRM in customer activity history automatically and log emails sent from Gmail or Outlook with a single click.
  • Open API
  • Track 6 types of sales KPI goals
  • Unlimited leads, contacts, deals, and companies
  • Unlimited reporting and custom visual dashboard capabilities
  • Unlimited storage for files and attachments
  • Unlimited technical support via phone, email, and online chat

Develop Plan – $33/mo/user (billed annually) or $39/mo/user (billed monthly)

Includes all features of the Start plan, plus:

  • Convert prospects into customers for seamless handoff and knowledge transfer to account management team.
  • Customize and track revenue types like new, cross-sell, upsell, and more
  • Manage key deliverables using milestones with deadlines, assign collaborators, and track status.
  • Track account health to know if customers are happy, renewing, and purchasing more.
  • Unlimited custom fields for contacts, deals, and companies.

Grow Plan – $49/mo/user (billed annually) or $59/mo/user (billed monthly)

Includes all features of the Develop plan, plus:

  • Automatically log all emails sent and received from CRM, Gmail or Outlook in customer activity history, including email attachments.
  • Eliminate productivity killers and save time with custom workflow automation to add tasks, notify users, and automate repetitive workflows.
  • Get email notification when a customer reads your email, downloads attachment or clicks on a link, without them knowing.
  • Get intelligence on how quickly sales reps follow up on leads and where deals get stuck to improve sales performance.
  • Improve email performance with instant email reports and save the best-performing emails as templates.
  • Personalize and send mass emails with any information in the CRM using mail merge.
  • Track deals in multiple currencies and instantly convert your sales pipeline to one currency for reports.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Garvin, Viva, MoPro, Summit Services

Integrations

PipelineDeals supports integrations with the following business systems and applications:

  • QuickBooks
  • 123FormBuilder
  • Dedupely
  • Backupify
  • Paycove
  • BedrockData
  • Bitium
  • Geckoboard
  • ActiveDEMAND
  • Webmerge
  • Google Apps
  • Google Docs
  • Google Drive
  • Help Scout – Help Desk
  • Import2
  • INinbox
  • CallRail
  • itDuzzit
  • Kixie
  • LinkedIn
  • MailChimp
  • Meldium
  • Microsoft Excel
  • Microsoft Outlook
  • Revert.io – Cloud Backup
  • RightSignature
  • Userlike Live Chat
  • Yesware
  • Piesync
  • Zapier
  • Google for Work
  • Google Sheets

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A simple sales CRM software built for sales teams in small and medium businesses across a wide range of industries.

Company Email

customercare@pipelinedeals.com

Contact No.

Company's Address

1932 1st Ave, Suite 814
Seattle, WA 98101
USA

NOAWARDS
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SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Automated Marketing
  • Lead Management
  • Deal Management
  • Sales Management
  • Automated Customer
  • Document Management
  • Project Preparation
  • Employee Support Management
  • Dynamic Reports
  • Contact Management
  • Track record maintenance
  • Sales Estimation
  • Quotes & Orders
  • Dashboard
  • Outbound Call Handling
  • Data Import
  • Customizations
  • Case Management
  • Knowledgebase Management
  • Campaign Management
  • Tasks
  • Mass Email
  • User Management
  • Security Management
  • Templates
  • Report Generator
  • Calendars

Pricing Info

Contact eXert CRM for more information on their basic and enterprise pricing packages. You can also submit a request for a demo to see if the software is a perfect fit for your business.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

eXert CRM integrates with the following business systems and applications:

  • Product Configuration Management
  • Enterprise Performance Management
  • Supply Chain Execution (WMS)
  • Sales & Operations Planning
  • E-Commerce

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

An advanced web-based software that combines sales, support, and planning in order to reach the targeted audience for a better understanding about where the enterprise stands in terms of lead generation, follow-up, bucketing, sales funneling and forecasting regarding the various services or products offered to the end users.

Company Email

info@almsoftsol.com

Contact No.

Company's Address

ALM Interactive Soft Sol Pvt Ltd
# Unit 502 , Office No:402, 4th Floor, Shanmukh Empire
S.A Society, Madhapur, Hyderabad – 500081
India

In the event you continue having second thoughts about which service will be best in your case it might be a sensible idea to investigate each service’s social metrics. Such metrics are usually an indicator of how popular every service is and how big is its online presence. For instance, in case of Facebook PipelineDeals has 7883 likes on their official page while eXert CRM profile is liked by 335 people.

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