Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Business dashboard
- Calendar management
- Task management
- Project management
- Quote management
- Customer management
- Invoices & expense management
- Financial reporting
- Work-time billing
- Scheduled invoicing
- Late invoice reminders
- Comparative reports
- Commission calculator
- Budgets & forecasts
- Resource planning
- File management & sharing
- Company news feed
- Custom fields
- Custom tags
- Multi-currency
- Multi-language
- Automated alerts
- Configurable statuses
- Lead management
- Real-time Gantt charts
Pricing Info
Pricing Info
Scoro offers a 14-day free trial, followed by four packages, all of which require a minimum of five users.
Essential Package
– $26 per user/month For smaller teams tired of switching between applications and spreadsheets, Scoro’s Essential package includes all the tools you and your team need to get things done:
- Minimum of 5 users
- Projects
- Calendars
- Task list & task board
- Contacts & customers
- Quotes
- Invoices & receipts
- Bills
- Dashboards
- Detailed work reports
- Summary financial report
Standard
– $37 per user/month
For team’s who need to make the most of their resources, Scoro helps automate processes and save hundreds of hours with task bundles, recurring tasks, and project templates.
- Minimum of 5 users
- Everything in Essential, plus:
- Gantt chart & dependencies
- Phases & milestones
- Time tracker
- Project templates
- Purchase orders
- Expenses
- Recurring tasks
- Multiple currencies
- Triggers & actions
- Detailed financial reports
Pro
– $63 user/month
Ideal for rapidly growing businesses, Scoro’s Pro package enables you to track everything with fully customizable dashboards, as well as financial and sales reports.
- Minimum of 5 users
- Everything in Standard, plus:
- Planner
- Timesheet & time locking
- Track billable time
- Task matrix
- Sales pipeline
- Margin and markup
- Labor cost
- Late invoice reminders
- Utilization report
- Pipeline report
Ultimate Package
– Contact Scoro for pricing
Scoro’s enterprise-level toolset is ideal for businesses with complex needs and large numbers of projects and sales. Get all the features of Standard and Pro, alongside detailed insights into your team’s time, work and utilization, and powerful sales and finance reports.
Integrations
Integrations
Scoro is the control hub of your whole business – you can fully customise Scoro to fit your workflow and integrate with many other leading tools, including:
- Xero
- QuickBooks
- Dropbox
- Google Calendar
- Toggl
- Zapier
- iCal
Scoro is also on Zapier, so you can easily integrate with over 1000 applications.
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
Scoro is a cloud-based business management software trusted by small to medium enterprises. It is currently one of the most comprehensive work management solutions on the market as it offers end-to-end features for scheduling, billing, CRM, financial reporting, and collaboration.
Company Email
info@scoro.com
Contact No.
Company's Address
Salisbury House,
London Wall,
London EC2M 5QZ,
United Kingdom
Scoro Comparisons
Popular Scoro 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
You shouldn’t count on only a broad set of functionalities and scalable pricing packages from a popular CRM Software. Almost as essential as main features is a quality customer support. You want to ensure that if you have any questions about Scoro or Pipeliner, or you struggle with some problems, or perhaps you’ll want to ask for a certain update or functionality useful to your company you can trust in a responsive and helpful customer support. Check out whether solutions such as phone support, tickets or live chat are available. It’s also a significant advantage if you are able to enjoy personal training or at the very least an FAQ you can use.
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