Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Campaign Management
- Campaign Metrics
- Web Lead Capture
- Contact Management
- Territory Management
- Sales Quota Management
- Sales Orders & Invoices
- Forecast Sales
- Revenue Waterfall Model
- Role-based Security
- Sales Tracking
- Support Service Analytics
- Manage Contracts
- Manage Cases
- Knowledge Base
- Customer Profiling
- Reports & Analytics
- Activity Management
- Email & Calendar
- Document Management
- Visitor Tracking
- Mass Editing
- Social Integrations
- Inventory Management
Pricing Info
Pricing Info
SutiCRM has three plans for businesses to choose from. Here’s an overview:
Professional – $10/user/month
- Contacts & Accounts
- Reports & Analytics
- Leads & Opportunities
- Mobile Access (iPad, iPhone & Android)
- Activity Management
Premium – by quote
- All features of the Professional plan
- Web Form Data Capture
- Autoresponder Email
- Campaign ROI Calculation
- Campaign Automation
- Sales Order
- Advanced Workflow
- Multiple Currencies
- Mass Email
- Data Management & Administration
- Invoices
- Quotes
- Sales Forecasting
- Customer Management
Enterprise – by quote
- All features of the Premium plan
- Territory Management
- Website Visitors Tracking
- Customer Profile Management
- Reports Scheduler
- Support Ticket Management
- Contract Management
- Knowledgebase with Common Resolutions
- Automated Email to Ticket Creation
- Waterfall Chart
Integrations
Integrations
SutiCRM integrates with several business systems and applications. Here are some examples:
- E-Signature
- Survey
- Helpdesk
- Salesforce
- Quickbooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Yamaha, Four Seasons, Hyatt, Accor
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
SutiCRM is a web-based CRM software that automates the processes of sales, marketing, support, and contracts from a single platform.
Company Email
Company's Address
4984 El Camino Real, Suite 200
Los Altos, CA 94022
USA
SutiCRM Comparisons
Popular SutiCRM 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
When you choose a product that you believe will be an actual asset for your company you shouldn’t just limit yourself to what experts have to say about it. Quite frequently individual experience with the app may be different, depending on specific preferences and needs. That’s the reason why in our reviews we also provide our User Satisfaction Rating for every solution to give you a quick impression of how actual users of SutiCRM and Pipeliner estimate their experience with the service. Our system is based on detailed analysis of product appearances on other websites, social networks as well as blogs, so you are going to obtain a full and reliable landscape of what other customers think about each product. In this case SutiCRM got a total satisfaction rating at 100% while for Pipeliner 100% of users express they had an enjoyable experience with it.
Page last modified