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Compare Pipeliner vs Close

What is better Pipeliner or Close? A good way to choose the right CRM Software product for your company is to evaluate the solutions against each other. Here you can compare Pipeliner and Close and see their functions compared in detail to help you select which one is the superior product.

Similarly, you can compare their overall ratings, including: overall score (Pipeliner: 9.1 vs. Close: 8.5) and user satisfaction (Pipeliner: 100% vs. Close: 100%). Analyze their differences and similarities and discover which one outperforms the other. Similarly anticipate the state of your company tomorrow; will your business outgrow the app in the next 3-5 years?

We are aware that not all people have the time to scrutinize dozens of various products, so we prepared a list of recommendations that you may find useful. Our top choices for the CRM Software category are: 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.

Company Email

info@pipelinersales.com

Contact No.

Company's Address

15243 La Cruz Dr
Suite 492
Pacific Palisades, CA 90272
United States

NOAWARDS
YET

SmartScore™

OUR SCORE 8.5

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $55.25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Windows/Mac Native Apps
  • 2-Way Email Integration
  • API Access
  • Bulk Email Sending
  • Calls Automatically Tracked
  • Call Audio Recording
  • Toll-Free Numbers/Ring Groups
  • Voicemail Drop
  • Call Transferring
  • Custom Reporting Graphs
  • Personalized Training & Sales Consulting
  • Integration & VoIP Consulting
  • Custom NDA

Pricing Info

Close provides four enterprise pricing plans designed to help businesses leverage the power of the Close platform without going beyond budget. Choose monthly billing or enjoy a 15% discount if you opt for a yearly subscription.

Basic – $65/user/month or $55.25/user/month (annual billing)

  • Store Unlimited Leads and Contacts
  • Global Calling
  • Send/Receive SMS
  • Windows/Mac Native Apps
  • 2-Way Email Integration
  • Email Templates
  • API Access

Professional – $95/user/month or $80.75/user/month (annual billing)

All Basic Features plus:

  • Bulk Email Sending
  • Email Sequences
  • Calls Automatically Tracked
  • Global Calling
  • Phone Number
  • Power Dialer

Business – $145/user/month or $123.75/user/month (annual billing)

All Professional features plus:

  • Create Custom Reporting Graphs (Explorer)
  • Custom Roles & Permissions
  • Global Calling
  • Phone Number
  • Call Recording
  • Group Numbers
  • Voicemail Drop
  • Predictive Dialer
  • Create Custom Reporting Graphs (Explorer)

Custom Plan – By quote

  • For a growing team with 10 and more users

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Hello Sign, Bench, Krossover, Foursquare

Integrations

Close supports integrations with the following business systems and applications:

  • Zapier
  • Google Sheets
  • MailChimp Slack
  • Bedrock Data

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 effective platform to help their salespeople make more calls and close more deals and ultimately hit their targets.

Company Email

sales@close.com

Contact No.

Company's Address

Close
1955 Landings Drive
Mountain View, CA 94043-0801
USA

No CRM Software will manate to cover all the needs of a company. Even though core functionalities of Pipeliner and Close are obviously a priority you should also thoroughly analyze the integrations provided by each service. Quote frequently your team will already be working with various kinds of SaaS software in your company and it’s much better to opt for apps that integrate well with each other. That way you can ensure a reliable exchange of information between your teams and services, which can really reduce time wasted on migrating between one software and the next.

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