Pipeliner
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Upserve POS
- First + additional terminals
- Guest Trends
- Logbook
- Offline Mode
- Training Mode
- Server Performance
- Menu Optimization
- Upserve Payments
- Transaction Search
- Sales, Product & Labor Reporting
- Transaction Fee
- Transparent Batch/Deposit Info
- EMV
- Upserve Workforce
- Upserve Loyalty
- Guest Lifetime Value
- Customizable Rewards Program
- Upserve Inventory
- 1-click Purchasing
- Low Inventory Alerts
- Vendor Management
- Recipe Costing
- Upserve Marketing
- Reputation Management
- Campaigns
- Upserve Online Ordering
- 3rd Party Platform Integrations
- In-house Solution
- Enterprise Account Management
- Data API
- Custom Reporting
Pricing Info
Pricing Info
Upserve offers the following SMB and enterprise pricing. Here’s an overview of its plans:
Core – $59
- Upserve POS (required) – $60/Terminal
- Logbook
- Guest Trends
- Training Mode
- Offline Mode
- Upserve Payments
- Sales, Product & Labor Reporting
- EMV
- Transaction Search
- Transparent Batch/Deposit Info
- Upserve Workforce
- Recipe Costing
- Vendor Management
- 1-click Purchasing
- Low Inventory Alerts
- In-house Solution
- 3rd Party Platform Integrations
- Upserve Marketing
- Campaigns
- Reputation Management
- Live Mobile App
- 24/7 US-Based Support
Pro – $199
- Upserve POS (required) – $50/Terminal
- Logbook
- Guest Trends
- Training Mode
- Offline Mode
- Menu Optimization
- Server Performance
- Upserve Payments
- Sales, Product & Labor Reporting
- EMV
- Transaction Search
- Transparent Batch/Deposit Info
- Upserve Workforce
- Upserve Inventory
- Recipe Costing
- Vendor Management
- 1-click Purchasing
- Low Inventory Alerts
- Upserve Online Ordering
- In-house Solution
- 3rd Party Platform Integrations
- Upserve Marketing
- Campaigns
- Reputation Management
- Upserve Loyalty
- Customizable Rewards Program
- Guest Lifetime Value
- Live Mobile App
- 24/7 US-Based Support
Pro Plus – $359
- Upserve POS (required) – $40/Terminal
- Logbook
- Guest Trends
- Training Mode
- Offline Mode
- Menu Optimization
- Server Performance
- Upserve Payments
- Sales, Product & Labor Reporting
- EMV
- Transaction Search
- Transparent Batch/Deposit Info
- Upserve Workforce
- Upserve Inventory
- Recipe Costing
- Vendor Management
- 1-click Purchasing
- Low Inventory Alerts
- Upserve Online Ordering
- In-house Solution
- 3rd Party Platform Integrations
- Upserve Marketing
- Campaigns
- Reputation Management
- Upserve Loyalty
- Customizable Rewards Program
- Guest Lifetime Value
- Live Mobile App
- 24/7 US-Based Support
- Custom Reporting
- Data API
- Enterprise Account Management
Integrations
Integrations
Upserve seamlessly integrates with the following applications:
- Bite
- Upserve Workforce
- Gather
- Upserve Inventory
- homebase
- Chowly
- Resy
- HotSchedules
- singleplatform
- tock
- Gusto
- NextME
- PlateIQ
- Bevager
- GrubHub for Restaurants
- Open Dining Network
- Synergy Suite
- Higher Me
- Zuppler
- Gratuity Solutions
- Menufy
- BarVision
- Upserve Online Ordering
- LocalStake
- BeerBoard
- Upserve Loyalty
- 7Shifts
- Opticard
- MarketMan
- Orca Inventory & Ordering
- TapHunter
- CorkGuru
- Bevspot
- SwipeIt.com
- Dolce Software
- KitchenSync
- Shogo
- The Customer Connection
- Restaurant365
- Ctuit
- PeachWorks
- RSI
- BeerSaver
- Compeat
- Better Chains
- Venga
- Trustwave
- Avero
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 user-friendly, low-cost solution for restaurants, clubs, and bars. It includes food service tools such as workforce management, sales reports and analytics, table-side ordering, inventory management, and a point-of-sale solution. Upserve's POS module is an integral part of the productivity suite that also includes HQ, Live, and Payment solutions.
Company Email
Contact No.
Company's Address
Upserve
33 West 19th Street, Floor 5,
New York, New York 10010
USA
Upserve Comparisons
Popular Upserve 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 wide array of useful tools and adjustable pricing from a reliable Sales Tools. Almost as significant as key features is a quality customer support. You want to guarantee that if you have any questions about Upserve or Pipeliner, or you face some problems, or maybe you’ll need to request a certain revision or functionality beneficial to your team you can count on a responsive and helpful customer support. Check out if options such as phone support, tickets or live chat are offered. What is more, it’s a big plus if you are able to benefit from personal training or at the very least an FAQ you can use.
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