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Compare Pipeliner vs Retently

What is better Pipeliner or Retently? We are here to simplify the whole process of comparing CRM Software products for you. For example, on this page you can examine the overall performance of Pipeliner (9.1) and contrast it with the overall performance of Retently (8.6). It's also possible to match their overall user satisfaction rating: Pipeliner (100%) vs. Retently (N/A%).

What’s more, lexamine their functions thoroughly to see which product can better tackle your company’s requirements. Generally, any B2B software has to let you to quickly check the big picture, all the while giving you quick access to the details.

Right now, the most popular solutions in our CRM Software category are: HubSpot CRM, Salesforce CRM, Freshsales.

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

NOAWARDS
YET

SmartScore™

OUR SCORE 8.6

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $39

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Targeted Surveys
  • Advanced Reports
  • Simple Segmentation
  • Custom Templates
  • Multiple Survey Channels
  • Transactional NPS Campaigns
  • NPS Automation Scenarios
  • Native Integrations

Pricing Info

Retently offers different subscription packages depending on the types of features you need, the number of users you need the system to support, and the amount of surveys you intend to conduct monthly. This way, you get the most out of your budget and make sure you are only paying for what your operations require. If you still feel unsure about investing in this product, the vendor also has a free 14-day trial so that you can get a better feel of the features that the application has to offer.

Basic Plan – $39 per month / $328 per year

A basic NPS service for companies that start tracking and improving customer sentiment.

  • 1,000 Monthly Surveys
  • 1 Campaign
  • 1 User
  • Email surveys
  • Multi-language survey templates
  • Automation workflows, webhooks
  • Conversations
  • Customer segmentation
  • Data export
  • Email Marketing Integrations
  • Slack Integration

Growth Plan – $99 per month / $832 per year

Great for SaaS, eCommerce, and SMBs that need multi-channel regular and transactional NPS.

  • 5,000 Monthly Surveys
  • 5 Campaigns
  • 5 Users
  • Email surveys
  • Multi-language survey templates
  • In-app surveys
  • Transactional surveys
  • Automation workflows, webhooks
  • Conversations
  • Customer segmentation
  • Data export
  • AI-powered response analytics
  • Email Marketing Integrations
  • Slack Integration
  • Zapier Integration
  • Intercom Integration
  • Shopify Integration

Premium Plan – $249 per month / $2092 per month

Designed for companies that need to automate the processing of high volume customer feedback.

  • 15,000 Monthly Surveys
  • 15 Campaigns
  • 15 Users
  • Email surveys
  • Multi-language survey templates
  • In-app surveys
  • Transactional surveys
  • Automation workflows, webhooks
  • Conversations
  • Customer segmentation
  • Data export
  • AI-powered response analytics
  • Email Marketing Integrations
  • Slack Integration
  • Zapier Integration
  • Intercom Integration
  • Shopify Integration
  • CRM Integrations
  • Retently API
  • Import of existing NPS data

Enterprise Plan – Contact Vendor for Pricing

Customer experience management for companies looking for tailored solutions and custom integrations.

  • Custom Monthly Surveys
  • Custom Campaigns
  • Custom Users
  • Email surveys
  • Multi-language survey templates
  • In-app surveys
  • Transactional surveys
  • Automation workflows, webhooks
  • Conversations
  • Customer segmentation
  • Data export
  • AI-powered response analytics
  • Email Marketing Integrations
  • Slack Integration
  • Zapier Integration
  • Intercom Integration
  • Shopify Integration
  • CRM Integrations
  • Retently API
  • Import of existing NPS data
  • Data Warehousing
  • On-Premise, White-Label Service

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

PepsiCo, GlaxoSmithKline, and Qantas

Integrations

Retently offers API capabilities, allowing it to blend seamlessly with third-party applications such as:

  • Zapier
  • Intercom
  • Slack
  • Salesforce
  • Hubspot
  • Microsoft Dynamics
  • Shopify
  • Magento
  • WooCommerce
  • MailChimp
  • Constant Contact
  • Aweber
  • Campaign Monitor
  • GetResponse
  • Pipedrive
  • Zendesk
  • FreshDesk
  • Help Scout
  • MonkeyLearn
  • Geckoboard
  • ChartMogul

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 powerful NPS software that allows you to collect and analyze feedback to improve customer retention and improve overall operations. It comes with robust features to help you in custom survey creation, audience segmentation, and multi-channel survey collection. You can also automate your NPS survey, allowing you to save time.

Company Email

sales@retently.com

Contact No.

Company's Address

2318 Louis Rd, Suite B
Palo Alto, CA 94303
USA

No CRM Software will be perfect enough to cater to all the needs of a company. Even though key features of Pipeliner and Retently are obviously a priority you should also carefully analyze the integrations supported by every service. In many cases you will already be working with other types of SaaS software in your company and it’s much better to select solutions that integrate well with one another. With that approach you will be able to guarantee a smooth transfer of data between your teams and services, which can considerably reduce time devoted to migrating between one product and the other.

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