Compare Funnel vs Pipeliner vs RocketBolt

Funnel

CRM
 (1)
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Crozscore:

63%
what is this?
80%
32%
interest falling

Crozscore:

82%
what is this?
97%
40%
interest rising

Crozscore:

76%
what is this?
90%
33%
interest falling
Funnel screenshot view 1 more Pipeliner screenshot view 5 more RocketBolt screenshot view 5 more

Software Description:

Users can create a contact form using the form builder, and install the form on their website (simple copy/paste).

Each time someone submits that contact form, a 'case' is created in their sales funnel and they can start a conversation about a project..

In addition to standard email messages users can create and send proposals to their customers, and add notes to cases, or their customer profiles.

Funnel also captures information from the people that submit the forms, and maintains a light weight version of a traditional CRM.

Software Description:

Pipeliner is sales and marketing software with interactive visualization tools which can monitor all potential customers within the sales funnel in an organized and dynamic way.

Built with specifically the sales team in mind, Pipeliner CRM is unique in its focus on sales – from a visual, single-screen orientation of the sales pipeline to a comprehensive series of features supporting lead, contact, account and opportunity management.

Pipeliner CRM supports social selling with Twitter, Facebook, LinkedIn and Google+ integrations, allowing its users to view and interact with their accounts and contacts in social environments.

Software Description:

RocketBolt is a simple, yet powerful lead tracking tool that decreases the amount of time sales teams waste researching and monitoring leads.RocketBolt integrates seamlessly with your current marketing and sales workflows to record lead activity.Once a high-priority lead is identified, RocketBolt continuously monitors that lead's activity - on your website, in the news, and across social media; and alerts sellers to key strategic contact opportunities in real time.

Features:

Features:

  • Customer Management
  • Call Tracking
  • File Sharing
  • Multi-User
  • Email Integration
  • Third-Party Plugins/Add-Ons
  • Dashboard
  • API
  • Forecasting
  • Google Apps Integration
  • Notifications
  • Data Import
  • Multi-Currency
  • Batch Permissions & Access
  • External Integrations
  • Data Export
  • Data Visualization
  • Scheduling
  • Task Scheduling/Tracking
  • CRM Integration
  • Sales Motivator
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Lead Scoring
  • Project Management
  • Social-Media Integration

Features:

Summary:

  • Contact form creation and editing without technical knowledge

  • Deal tracking and basic sales funnel tools

  • Business address book (lightweight CRM)

  • Proposal creation and delivery via email

  • Gmail integration

Summary:

  • Auto Calculated Fields

  • Sync Capabilities

  • Team Cloud Collaboration

  • Account and Contact Management

  • Relationship Mapping

  • Sales Forecasting & Reporting

  • Sales Opportunity Management

  • Lead Generation

  • Contact Management

  • Business Intelligence

  • Opportunity Tracking

  • Lead Management

  • Pipeline View

Summary:

  • Integration: Integrates with all major marketing automation and email platforms such as Gmail and Outlook.

  • 24/7 Lead Monitoring: Across the news and social media with instant alerts about relevant sales opportunities.

  • Real-time tracking of sales leads on your website, and one-click lead and data syncing with Salesforce.

Pricing:

  • Starting from: $25.00/month
  • Credit card required: N/A
  • Price: per user monthly, billed annually, with free trial.

Enterprise

$125.00
1 user(s) / month
Included in plan:
  • Sales Forecasting Reports
  • Advanced Reports
  • Account Hierarchy
  • Visual Buying Center
  • Visual Org Chart
  • Performance Insights
  • Account, Contact, Lead, Opportunity Management
  • Opportunity & Lead Pipeline View
  • Email Integration
  • Mobile Apps (iOS and Android)
  • MS Office & Gmail Add-ins
  • Custom Pipeline Sales Actions
  • Custom Pipeline Sales Activities
  • API Actions Limits

Business

$65.00
1 user(s) / month
Included in plan:
  • Activities 1-to-Many to Any
  • API Actions Limits
  • 5 GB Storage
  • Custom Pipeline Sales Activities
  • Custom Pipeline Sales Actions
  • Navigator
  • Task Board
  • Minimum of 3 Users
  • Account, Contact, Lead, Opportunity Management
  • Opportunity & Lead Pipeline View
  • Email Integration
  • Mobile Apps (iOS and Android)
  • Standard Reports
  • MS Office & Gmail Add-ins

Pricing:

  • Starting from: $39.00/month
  • Credit card required: N/A
  • Free users get up to 500 tracked emails per month and unlimited CRM contacts and usage.
    Premium tiers start at $39 per seat/per month after a one month free trial.
    Pricing increases as the number of tracked and monitored leads in the system increases.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes, there are multi-user capability possible.

  • Does this service offer an API?
  • Yes, Pipeliners features an open API in C#, Java, PHP, Ruby Software Development Kits (SDK’s), which can be accessed and integrated easily by other vendors (and app integrators).

  • Does this service integrate with any other apps?
  • Integrations available: Salesforce Marketing Cloud, Twitter, Xero, ActiveCampaign, MailChimp, FreshBooks, Zendesk, DocuSign, Desk.com, Dropbox, JotForm, Freshdesk, VerticalResponse, HubSpot Marketing, GoToWebinar, Constant Contact, CollabSpot, Microsoft Office 365, Mad Mimi, Box, G Suite, Google Drive, Yesware, SharePoint, Wufoo, Olark live chat, Act-On, PieSync, Magento, Facebook, Freshservice ServiceDesk, Intercom, Microsoft Outlook, Google Calendar, PandaDoc, Eventbrite, WebMerge, Gmail, Google Contacts, OneDrive, Zapier, Kloudless, Capture, HubSpot CRM.

  • What platforms does this service support?
  • Pipeliner CRM is offered in cloud-based or installed version for Windows and Mac OS X operating systems. There are also mobile apps for Android and iOS devices.

  • Who are the main user groups of this service?
  • Pipeliner CRM is for sales managers and their teams of sales professionals in small and medium-sized businesses across various industries.

  • What is this service generally used for?
  • It is used for customer relationship management.

  • What are some applications this service is commonly used in tandem with?
  • Pipeliner is most commonly used together with: Freshdesk; JotForm; and Xero.

  • Does this service offer guides, tutorials and or customer support?
  • They offer: Online Support; Library; Webinars; Tutorials; User Guides.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
2007
Based in:
Pacific Palisade
Employees:
51-200
Likes:
Followers:

Publisher:

Founded:
-
Based in:
San Francisco
Employees:
-
Likes:
Followers:

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Pipeliner
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • Blackberry
Languages:
Spanish, Portuguese, French, English, German
Regional Restrictions:
No restrictions.

Other:

Who uses RocketBolt
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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