Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- QR code and barcode scanning
- Barcode label generation
- Handheld scanner capability
- Check-in/ check out for tracking
- Item filters
- Custom fields
- Custom barcodes and QR labels
- Import data via CSV
- User permission levels
- User licenses
- Auto sync data
- Automatic low stock alerts
- Cloud-based, automatic sync
- In-app and email alerts
- Date-based reminders
- Offline mobile access
- Inventory lists
- Inventory import
- Custom dashboards
- Status reports
- Item reports
- Folder reports
- Activity-based reports
- Custom folders
- Custom inventory lists
- Export reports via CSV or PDF
Pricing Info
Pricing Info
Sortly is available in one free plan and three paid pricing plans Below are details of the features included in each plan.
Free
- 100 Entries
- 1 user license
- 1 custom field
- Help center and email support
- Web access, desktop or laptop
- Smartphone and tablet access
- In-app Scanner
- Barcode Auto look-up
- Scan and connect 3rd Party Barcodes
- Quick Action Scanner (Check in/out items)
- Attach up to 8 photos per item
- Add custom tags & notes
- Add 1 custom field
- Bulk editing details
- Basic search (multi-detail filter/sort/search)
- Search by scanning
- Dashboard
- Basic CSV and PDF reports
- Generate Activity Reports
- Import data via CSV
- Migrate data from Sortly PLUS
- Export data via CSV or PDF
- Export customized CSV or PDF
- Export CSV + photos to Dropbox
- Help center & tutorials
- Weekly onboarding webinars
- International currencies
Advanced – $29 per month
- All Free plan features, plus
- 2,000 Entries
- 3 user licenses
- 10 custom fields
- Unlimited QR Code Label Generation
- Help center and email support
- Provide customer access
- Basic access controls
- Give limited or read-only permissions
- View user activity
- Generate and print custom QR labels
- Print on single label printers
- Unit of Measure Support
- Add 10 custom fields
- Quantity based alerts
- Date based reminders
- Email support
- Add company logo and colors
Ultra – $89/month
- All Advanced plan features, plus
- Unlimited entries
- 5 user licenses
- Unlimited custom fields
- Unlimited QR Code & Barcode Label Generation
- API access
- Priority email support
- Unlimited Barcode Label Generation
- Generate custom barcodes
- Use external/handheld scanners
- Unlimited custom fields
- File attachments
- Item update notifications
- Priority Email Support
Enterprise – custom pricing
- All Advanced Plan features, plus
- SSO
- Onboarding training session
- Dedicated Customer Success manager
- Custom inventory setup & upload
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Lyft, HP, Pepsico
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
An innovative inventory tracking application that helps small business users visually organize, track, and locate items. Users can scan and update items using QR labels and barcodes for convenience and speed. Low-stock alerts and date-based reminders also help users stay on top of stock levels. Inventory access can also be controlled per user to ensure security.
Company Email
hello@sortly.com
Company's Address
Sortly Inc.
314 Sea Cliff Ln
Redwood City, CA 94065
Sortly Comparisons
Popular Sortly 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
In the event you continue having second thoughts about which product will work best in your case it might be a sound idea to analyze each service’s social metrics. These metrics are quite often a sign of how popular each solution is and how big is its online presence. For instance, in case of Facebook Sortly has 1848 likes on their official page while Pipeliner profile is liked by 32824 users.
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