PipelineDeals
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
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.
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
- MailChimp
- Meldium
- Microsoft Excel
- Microsoft Outlook
- Revert.io – Cloud Backup
- RightSignature
- Userlike Live Chat
- Yesware
- Piesync
- Zapier
- Google for Work
- Google Sheets
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Garvin, Viva, MoPro, Summit Services
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
PipelineDeals is a simple CRM software built for sales teams in small and medium businesses operating in a wide range of industries. It has a variety of sales features, automation, and customer engagement tools that help you boost sales and improve the efficiency of your business.
Company Email
customercare@pipelinedeals.com
Contact No.
Company's Address
1932 1st Ave, Suite 814
Seattle, WA 98101
USA
PipelineDeals Comparisons
Popular PipelineDeals Alternatives
In case you are still having doubts about which product will be best for your business it may be a sound idea to examine each service’s social metrics. These metrics are quite often a sign of how popular a given app is and how large is its online presence.For instance, if you check Pipeliner LinkedIn profile you’ll see that they are followed by 13039 people. In case of PipelineDeals the amount of followers on their LinkedIn page is 1727.
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