Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- 24/7 service
- Answering for Facebook Messenger and SMS Texts
- Text and Email follow-up
- After-Hours Chat Bots
- Live Agents
- Text Answering
- Real-Time Translation
- Customized Branding
- Email Summary of Chats
- Custom Timing
- Custom Placement
- Customized Greetings
- Appointment Scheduling
- Ecommerce Order and CRM Integration
- New Client Intake
- Lead Data Gathering
- Spam Blocking
- Customer Service and Support Desk
- Mobile-Optimized
- Proactive Chat
- Easy Billing
Pricing Info
Pricing Info
Starter – $140/month
- Comes with AI bot and staff
- 20 live chats ($7/chat after 20)
- Automated greetings for site visitors
- Mobile-ready chat widget
- SMS/Text Answering
- Unlimited smart Q and A
- Unlimited qualification playbooks
- Chat transcription
- Custom branding options
- Real-time Spanish-English translation
- Website installation and setup assistance
- One-time chat custom programming
- Custom programming and training options
- Email support
- Phone support
- 1 integration included
Basic – $300/month
- Comes with AI bot and staff
- 50 live chats ($6/chat after 30)
- Automated greetings for site visitors
- Mobile-ready chat widget
- Unlimited Smart Q and A
- Unlimited Qualification Playbooks
- SMS/text answering
- Chat transcription
- Custom branding options
- Real-time Spanish-English translation
- One-time chat custom programming
- 5 Custom programming hours
- Additional hours of custom programming and training
- Website installation and setup assistance
- Email support
- Phone support
- 1 integration included
Pro – $600/month
- Comes with AI bot and staff
- 100 live chats ($6/chat after 100)
- Automated greetings for site visitors
- Mobile-ready chat widget
- Unlimited smart Q and A
- Unlimited qualification playbooks
- Real-time Spanish-English translation
- SMS/text answering
- Chat transcription
- Custom branding options
- One-time chat custom programming
- 10 custom programming hours
- Additional hours of custom programming and training
- Website installation and setup assistance
- Email support
- Phone support
- 1 integration included
Custom – By Quote
- Comes with AI bot and staff
- Automated greetings for site visitors
- Mobile-ready chat widget
- Unlimited Smart Q and A
- Unlimited Qualification Playbooks
- SMS/text answering
- Real-time Spanish-English translation
- Chat transcription
- Custom branding options
- Custom integrations
- Custom appointment booking
- One-time chat custom programming
- Custom one-time custom programming hours
- Additional hours of custom programming & training
- Website installation and setup assistance
- Email support
- Phone support
Integrations
Integrations
Smith.ai integrates with the following:
- ActiveCampaign
- Acuity Scheduling
- Agile CRM
- AppToto
- AppointmentCore
- Appointy
- CPACharge
- Calendly
- CapsuleCRM
- ClientRock
- Clio
- Clio Calendar
- Clio Grow
- Filevine
- Harmonizely
- Headnote
- Housecall Pro
- HubSpot
- Infusionsoft
- LawPay
- LawTap
- Lawmatics
- Lead Docket
- Lexicata
- Pipedrive
- PracticePanther
- Rocket Matter
- Salesforce
- ScheduleOnce
- Schedulista
- Setmore
- Slack
- Square Appointments
- Wealthbox
- WhenWorks
- Woven Calendar
- YouCanBook.Me
- Zapier
- ZynCal Calendar
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Nyman IP, New Wave Financial Services, Merchbar
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 modern live chat solution that captures website leads, books clients, and completes client intakes in the fastest way possible. With this, you can provide around-the-clock assistance to website visitors and customers. You can also filter out spam using this solution so that agents can be more productive.
Company Email
support@smith.ai
Contact No.
Company's Address
425 Sherman Avenue
Suite 200, Palo Alto, CA,
United States
Smith.ai Comparisons
Popular Smith.ai 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
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