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Compare Pipeliner vs W3B Management Solutions

What is better Pipeliner or W3B Management Solutions? You have such a huge number of CRM Software options in today’s market that deciding on the best product is often frustrating. On our comparison page, we let you review the tool, stipulations, available plans, and more details of Pipeliner and W3B Management Solutions.

You can also evaluate their score (9.1 for Pipeliner vs. 8.0 for W3B Management Solutions) and user satisfaction level (100% for Pipeliner vs. 97% for W3B Management Solutions). The scores and ratings provide you with a general idea how both these software products perform. Additionally, make sure if the solution can integrate with the company’s current business apps to ensure greater productivity.

Those of you who are pressed for time or would like to get a CRM Software advice from our experts may want to examine these top choices for this year: 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
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SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 97%

Pricing

Starting from $10

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • 24/7 Email Support
  • Activities and Calendar
  • Campaign Management
  • Complete Project Management
  • Contact Management
  • Customer Management
  • Customizable Dashboard / per user
  • Document Management
  • Employee Hierarchy Management
  • Groups and Users Management
  • Landing Pages / Web Forms
  • Lead / Source / Opportunities Funnel
  • Lead Management
  • Mobile – iOS and Mobile – Android
  • Online Invoice Automation
  • Online Training
  • Opportunities Management
  • Product Catalog
  • Quotes / Proposals
  • Territory Management
  • Unique Dashbboard and Widgets
  • Video Tutorials

Pricing Info

W3B Management Solutions offers 2 pricing plans:

Basic – $10/user/month

  • Customer Relationship Management
  • Contact Management
  • Lead Management
  • Customer Management
  • Quotes / Proposals
  • Document Management
  • Campaign Management
  • Landing Pages / Web Forms
  • Product Catalog
  • Territory Management
  • Opportunities Management
  • Activities and Calendar
  • Lead / Source / Opportunities Funnel
  • Unique Dashbboard & Widgets
  • Customizable Dashborad / per user
  • Groups and Users Management
  • Employee Hierarchy Management
  • Mobile – iOS & Mobile – Android
  • Complete Project Management
  • Online Invoice Automation
  • 24/7 Email Support
  • Video Tutorials
  • Online Training

Premium – $49/user/month

  • All features of the Basic plan
  • Lead Distribution System
  • Time Keeping
  • Custom web development

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Z'Onion Creative Group, Enfusen, Qual Chem LLC, Markle Design Group

Integrations

  • GMail (for the calendar)
  • MailChimp (for the newsletters)
  • QuickBooks (retrieve products, clients, invoices)
  • HubSpot (retrieve contacts and lists)

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

W3B product offers 3 solutions in one: Customer Relationship Management, Project Management and Online Invoicing.

Company Email

sales@web3box.com

Contact No.

Company's Address

34 Merz Blvd, Suite D
Fairlawn, OH 44333
United States

Please keep in mind that while both Pipeliner and W3B Management Solutions may offer an excellent set of features every service may be aimed at a different business size. If you are studying different apps you may want to pay attention to a business size they are catering to. Some elements might scale up effectively for huge enterprises but if you run a small or medium business it’s usually more sensible to refrain paying for complex functionalities that you might never use.

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