Pipeliner CRM delivers everything a high-performing sales team needs to proactively manage its revenue:
Sales-friendly interface
Automatizer: Built-in Automation Engine
Simple, non-tech admin
Instant dynamic visualized reporting
Integrates with everything
Mobile App with built-in AI
Rapid adoption = faster ROI and Everything included = lower TCO
About Freshsales
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empower sales teams with more time for selling by automating the sales process and increasing efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards Powerful pipeline management with Freshsales. Also, the option to use native CPQ makes generating and sharing quotes and other vital sales assets hassle-free.
If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill. It is an all-in-one solution for sales and marketing teams. It provides sales force automation, marketing automation, chat, and telephony to meet your goals in one solution.
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Summary
Auto Calculated Fields
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
Built-in phone and email features enable users to make calls, send targeted emails, and keep in touch with prospects with a single click
The 'email-to-lead' feature automatically links emails to the appropriate lead or contact’s record.
Users can auto-capture leads directly into Freshworks CRM whenever a visitor completes a webform
Freshworks CRM's 'enrichment' feature automatically adds social information and photos to profiles
The pipeline dashboard informs users on what needs to be done to move deals forward, identifies bottlenecks, and helps analyse lost deals
Pricing
Starting from: $65.00/month
Credit card required: No
Price: per user monthly, billed annually, with free trial.
Unlimited
$150.00
1 user(s) / month
Included in plan:
Account Hierarchy
Sales Forecasting Reports
Performance Insights
Advanced Reports
Visual Buying Center
Visual Org Chart
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
$85.00
1 user(s) / month
Included in plan:
Custom Pipeline Sales Activities
Activities 1-to-Many to Any
Task Board
Navigator
Custom Pipeline Sales Actions
Account, Contact, Lead, Opportunity Management
Opportunity & Lead Pipeline View
Email Integration
Mobile Apps (iOS and Android)
Standard Reports
MS Office & Gmail Add-ins
Starter
$45.00
1 user(s) / month
Included in plan:
Basic sales management, tracking and collaboration.
Enterprise
$90.00
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
Pricing
Forest
$79.00
1 user(s) / month
Included in plan:
Everything in Estate and...
EUC Data Center
IP Whitelisting
Audit Logs
BLOSSOM
$12.00
1 user(s) / month
Included in plan:
Deal Funnel View
Templates & Notifications
Real-time Email Tracking
Everything in Sprout and...
Contact Management
Pipeline Management
250 Bulk emails/user/day
Built-in Phone powered by Freshcaller
SMS Integration
2 Sales Campaigns/user
Lead Scoring
5 Intelligent Workflows
Basic Reporting
Marketplace
iPhone and Android Apps
Gmail Add-on
SPROUT
Free
Included in plan:
Leads, Contacts, Accounts & Deals
Customisable Sales Process
Phone & Email
Basic Lead Scoring
Freshdesk & Freshchat Integration
GARDEN
$25.00
1 user(s) / month
Included in plan:
Everything in Blossom and...
Custom Reports
Auto Profile Enrichment
Lead Assignment Rules
Territories
Advanced CRM customization
ESTATE
$49.00
1 user(s) / month
Included in plan:
Everything in Garden and...
Auto profile enrichment
Reports Dashboard
Smartforms and event tracking
Multi-currency
FAQs
What are some applications this service is commonly used in tandem with?
Pipeliner is most commonly used together with Pandadoc (CPQ), marketing automation and customer service apps.
Who are the main user groups of this service?
Pipeliner CRM is for sales managers and their teams of sales professionals in companies of all sizes across various industries who value sales process.
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.
What is this service generally used for?
It is used for customer relationship management as well as pipeline, lead, contact and account management.
Does this service offer guides, tutorials and or customer support?
They offer: Online Support; Library; Webinars; Tutorials; User Guides.
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