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Compare Pipeliner vs Agiloft

What is better Pipeliner or Agiloft? There are lots of CRM Software products available for businesses right now. The ideal way to find out which one fits your needs best is to evaluate them side by side. As an example, here you can assess Pipeliner and Agiloft for their overall score (9.1 vs. 8.0, respectively) or their user satisfaction rating (100% vs. 100%, respectively).

It’s also possible to check their features and pricing stipulations as well as other useful information below. When matching products be sure to analyze their related functions and mark their disparities to obtain a clearer picture of both deals. What is more remember to assess non-core features such as security, backup, ease-of-use, and helpdesk support.

We did our best to prepare reviews of all popular CRM Software solutions available out there, but among all the ones we reviewed these three deserved our special attention: Freshsales, HubSpot CRM, Salesforce CRM.

SmartScore™

OUR SCORE 9.1

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $25

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 three pricing plans, all billed annually:

Starter – $25/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 – $65/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 – $85/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

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

MTN Business, Tiger, ManpowerGroup

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
  • Twitter
  • Freshdesk
  • Zendesk

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 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

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SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $45

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Tables and Fields
  • Working with Records
  • Document Management
  • Powerful Searching
  • Charts and Reports
  • Communications & E-mail
  • Auditability
  • Automation
  • Brandable Portals
  • Precise Access Control
  • Configurable Interfaces
  • System Integration & API’s
  • Installation and Upgrades

Pricing Info

Quote

Pricing will be based on number of users of various license types as well as the service package preferred.

Enterprise Edition

The tool offers a freemium and paid versions.

Hosted Service

  • Contract Management Suite: $45/user per month
  • Service Desk Suite: $65/user per month
  • Workflow/Custom BPM Suite: $45/user per month

Software Purchase

  • Contract Management Suite: $1,050/user
  • Service Desk Suite: $1,400/user
  • Workflow/Custom BPM Suite: $1,050/user

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Conde Nast publications, Chevron, ProFunds Group

Integrations

No information available.

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

Agiloft is the leading provider of adaptive web-based business process management solutions for organizations of all sizes.

Company Email

info@agiloft.com

Contact No.

Company's Address

460 Seaport Court, Suite 200, Redwood City, CA 94063

If you are still having second thoughts about which solution will perform best in your case it might be a sensible idea to take a look at each service’s social metrics. These metrics are frequently a sign of how popular each service is and how wide is its online presence.For instance, if you look at Pipeliner LinkedIn profile you’ll learn that they are followed by 13039 people. In case of Agiloft the amount of followers on their LinkedIn page is 160.

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