Salesforce CRM
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
- Account and contact management
- Opportunity management and score
- Lead management
- Sales data
- File sync
- File sharing
- Sales forecasting
- Salesforce mobile app
- Contact manager
- Real-time visibility
- Drag-and-drop interface
- Dashboards
- Visual workflow
- Multi-currency support
- In-line editing
- Lead assignment and routing
- Rules-based lead scoring
- Einstein lead scoring
- Web-to-lead capture
- Campaign management
- Duplicate blocking
- Mass email
- Salesforce engage
- Email templates
- Campaign influence
- Einstein activity capture
- Calendar
- Sales console app
- Enterprise territory management
- Opportunity splits
- Salesforce CPQ and billing
- Contracts, orders, quotes, products, and price books
- Chatter, files, topics, and recommendations
- Case management
- Lightning bolt solutions
- Partner communities
- Lead registration
- Roles and permissions
- Process builder
- Lightning platform
- Web services API
- Google apps integration
- File storage per user
- Sandbox
- MuleSoft Anypoint Platform integration
Pricing Info
Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.
Essentials – $25/user/month
- Account and contact management
- Opportunity management
- Lead management
- Lead assignment and routing
- Customizable sales process
- Web-to-lead capture
- Email templates
- Mass email
- Campaign management
- Task management
- Activity feed
- Salesforce mobile app (with offline functionality)
- Chatter
- Files
- Topics and recommendations
- Configurable reports and dashboards
- Case management
- AppExchange
- Lightning app builder
- Data and file storage per user
- Inbox mobile and desktop apps
- Unlimited online training
- Read-only access to knowledge articles
- Duplicate blocking
- Standard success plan
- Google Apps integration
- Email integration with Outlook
Professional – $75/user/month
- All features of Essentials, plus…
- Lead registration
- Collaborative forecasting
- Forecasting mobile app
- Developer Sandbox
- 3 Campaign influence
- 2 Roles and permission per org
- 2 Customizable profiles per org
- 2 Customizable page layouts per org
- 1 Sales console app
- 3 Record types per object
- 5 Process builder per org
- Rules-based lead scoring
- Person accounts
- Lightning sync
- Products and price books
- Quotes
- Contracts
Enterprise – $150/user/month
- All features of Professional, plus…
- 5 Campaign influence
- Sales teams
- Calendar all
- Custom opportunity fields in forecasting
- Opportunity Splits
- Enterprise territory management
- Advanced reporting features
- Workflow and approval automation
- Unlimited custom profiles
- Unlimited custom page layouts
- Unlimited process builder per org
- Unlimited roles and permissions
- Unlimited record types per object
- 1 Partial Sandbox per org
- Web Services API
Unlimited – $300/user/month
- All features of Enterprise, plus…
- Developer Pro Sandbox
- 1 Full Sandbox per org
Integrations
Salesforce CRM integrates with the following business systems and applications:
- Force.com
- Heroku
- ExactTarget Fuel
- Third-party apps at Salesforce AppExchange
- Service Cloud
- Marketing Cloud
- Pardot,
- Desk.com
- Analytics Cloud
- Data Cloud
- JIRA
- Freshdesk
- FinancialForce
- LeadExec
- Samanage
- Zuora
- Zendesk
You can also connect Salesforce CRM with any app, data, or device via MuleSoft Anypoint Platform for an additional price.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Time Warner Cable, Dell, American Red Cross, Comcast, Wells Fargo
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
Salesforce CRM is a software app that lets you track all customer information and interactions in one location to follow more leads. It has lead management and marketing automation tools to help you improve your conversions. Its powerful integrations with other leading business applications allow you to have a more flexible customer relationship management.
Company Email
info@salesforce.com
Contact No.
Company's Address
Salesforce Tower
415 Mission Street, 3rd Floor
San Francisco, CA 94105
USA
Salesforce CRM Comparisons
Popular Salesforce CRM Alternatives
If you test various CRM Software software you shouldn’t simply explore their list of features and available pricing plans. Consider that the solution should be meeting your needs and company so the more flexible their offer the better. Learn what OSes are supported by Pipeliner and Salesforce CRM and ensure you will get mobile support for whatever devices you work on in your company. It may also be a good idea to find out which languages and geographies are supported, as this could be a key element for many firms.
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