Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Capture All Types Of Sales
- Using Templates For Fast Ordering
- Instant Access To Sales History
- Accepting A Signature
- Payment Processing
- Barcode Scanning
- Printing
- Automatically Email The Office
- Advanced Pricing Rules
- Personalize Your Experience
- Offline Access
- Customer Surveys
- Activity Notes
- Multiple Stock Locations
- Stocktake
- Reporting
- Appointment
Pricing Info
Pricing Info
SalesIn offers three SMB and enterprise pricing packages for users to choose from. Give the details a look, and select the best plan for your company:
Starter – $35/user/month or $25/user/month (annual billing)
- Create and manage sales on iPhone, iPad, and The Web
- Email branded PDF copies to customers and the office
- Advanced pricing tiers, volume discounts, promotions
- Sales templates for quick
- Item photos, visibility of stock levels
- Take on-screen signature
- Record payment transactions
- CRM
- Appointments
- Customisable on-screen
- Import and export data (Excel format)
Pro – $45/user/month or $35/user/month (annual billing)
- All Starter features
- Multi-warehouse/locations for stock
- Perform stocktake
- Transfer stock between locations
- Full traceability of stock movement
- Manage rep appointments across the web and devices
- Advanced appointment allocation
- Setup recurring schedules for appointments
- Link appointments to sales
- Classify appointments to suit your workflow
- Report on users that have not attended appointments
Complete – $55/user/month or $45/user/month (annual billing)
- All Pro features
- Real-time payments processing with Square Reader
- Real-time credit card payments using Square Ecommerce
- MYOB AccountRight Live and Premier integration
- Xero Integration
- Intuit Quickbooks Online and Quickbooks Premier
- Reckon Accounts integration
- Fishbowl Inventory integration
- Square integration for real-time payments
Integrations
Integrations
SalesIn integrates with the following business systems and applications:
- Fishbowl Inventory
- MYOB AccountRight Classic
- MYOB AccountRight Live
- QuickBooks Online
- QuickBooks Premier
- Reckon Accounts
- Xero
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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 powerful sales management application designed and developed to help salespeople in the field graduate from the old practice of getting orders and invoices using pen and paper.
Company Email
say.hi@salesin.com
Contact No.
Company's Address
4/799 Springvale Rd
Mulgrave VIC 3170
Australia
SalesIn Comparisons
Popular SalesIn Alternatives
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 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
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
No Sales Tools will be perfect enough to cover all the requirements of a business. While key features of SalesIn and Pipeliner should matter you should also carefully analyze the integrations offered by every software. Quote frequently you will already be working with other types of SaaS software in your company and it’s much better to select software that integrate well with one another. With that approach you can ensure a smooth exchange of data between your teams and software used, which can significantly reduce time devoted to migrating between one app and the other.
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