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Compare Pipeliner vs Salesboom CRM

What is better Pipeliner or Salesboom CRM? When selecting the right CRM Software for your organization it is recommended that you examine the features, rates, along with other crucial information concerning the product and vendor. Here, you can check the parallels and distinctions between Pipeliner (overall score at 9.1 and user satisfaction at 100%) and Salesboom CRM (overall score at 7.6 and user satisfaction at 100%).

You may also check their specific modules, like services, plans, rates, terms, etc. What is more, analyze the terms thoroughly for information on hidden costs, including, installation, independent customer service, upgrade fees, disk space fees, and other similar charges.

Users who don't have much time or could use a CRM Software suggestion from our team might want to examine these top choices for the current year: Salesforce CRM, Freshsales, HubSpot 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 7.6

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $14

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Customizable Platform
  • Workflow Automation
  • Web Site Integration
  • Document Management
  • Profile Based Security
  • Microsoft Mail Merge
  • Marketing Automation
  • Sales Force Automation
  • Customer Service and Support
  • Email Integration
  • Social CRM
  • Business Intelligence and Analytics
  • Custom CRM Workflow Engine
  • Collaboration Tools

Pricing Info

Salesboom CRM has three CRM pricing plans designed to give every business and organization a powerful CRM platform that suits their needs and budget. Each plan comes with a free trial period.

Team Plan – $14/user/month

  • Minimum of 5 users
  • Leads, accounts & contacts
  • Task, event & document management
  • Email integration with Outlook & Gmail
  • Mobile access
  • Mass email
  • 5 GB data storage
  • Custom fields, views & reports
  • Opportunity & pipeline management
  • Web-capture leads, contacts & accounts
  • Lead routing & assignment
  • Email templates & tracking
  • Employee collaboration
  • Integration with Google Maps, Skype, Twitter & Facebook
  • Zip code proximity search

Professional Plan – $45/user/month

  • All Team features
  • Campaign management
  • Drip marketing
  • Quotes management
  • Mobile Marketing Automation
  • Product repository and catalogs
  • Contract management
  • Customizable role & profile security
  • 10 GB data storage
  • Customizable forecasts
  • Customizable workflow engine
  • Project management and time sheets
  • Case management
  • Case auto assignment & escalation
  • Knowledge base

Enterprise Plan – $95/user/month

  • All Professional features
  • Territory management
  • Unlimited data storage
  • Inventory management
  • Workflow & approval management
  • Offline access
  • Enterprise analytics
  • Unlimited customizations
  • Web services API availability
  • 24×7 toll-free support
  • Multiple sessions per user
  • Advanced Workflow engine
  • Commissions management
  • Billing and invoicing
  • Employees management
  • HR policy tracking
  • Self-Service portal
  • Quickbooks CRM integration

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

APMEX, Gannett, Alliant, Home Trust, nuTravel

Integrations

Salesboom CRM offers integration with the following business systems and applications:

  • Microsoft Outlook
  • QuickBooks CRM
  • Google Maps
  • Google Apps
  • Skype
  • Twitter
  • Facebook

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

Salesboom.com is a popular online CRM software company that offers user-friendly, web-based CRM software apps.

Company Email

support@salesboom.com

Contact No.

Company's Address

1668 Barrington St,
Halifax, NS B3J 2A2,
Canada

No CRM Software will manate to solve all the needs of a specific team. Though main features of Pipeliner and Salesboom CRM are obviously a priority you should also carefully analyze the integrations provided by a given software. Very often you will already be using some other SaaS software in your company and it’s definitely more beneficial to choose software that integrate well with each other. If you do that you will be able to ensure an effortless transfer of information between your teams and services, which can significantly reduce time spent on migrating between one service and the next.

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