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 Odoo CRM
With over 5 million users, Odoo is the #1 Open Source CRM software!
Odoo CRM allows sales teams to easily keep track of their top leads and opportunities. Users can personalize their sales cycle, take control of their statistics/forecasts, and even create marketing campaign automation to increase their overall sales performance.
With Odoo CRM, users can get more leads than ever before. They can also follow-up on phone calls and meetings. Sales teams are able to analyze the quality of their leads, make faster decisions, and save time by integrating emails from all contacts directly into this fully integrated application.
In our latest version (Odoo 14), UTM fields are available as optional fields. Users can handle recurring revenues and manage renewal intervals, as well. Also, you can turn emails received in your Outlook mailbox into leads, and log their content as internal notes. In addition to that, users can now search for leads and opportunities based on phone numbers.
Users can track their opportunities pipeline in just a few simple steps, thanks to Odoo's user-friendly Kanban view. Users get an overview of their sales funnel, as well as instant visual information about their next steps, new messages, best opportunities, and expected incomes.
The one-of-a-kind Odoo CRM marketing campaign system automates lead acquisitions, follow-ups, and special offers. Users can also determine automated actions based on predefined rules.
Odoo CRM's key features are: a Kanban view to track the sales opportunities pipeline, a clear view of the next steps and actions to complete, automated creation of leads based on incoming emails (or coming directly from a website), and users can use their own email client! What more could you ask for?!
Basic sales management, tracking and collaboration.
Pricing
Subscription
$24.90
1 user(s) / month
Included in plan:
New customers get a discount on the initial number of users purchased.
FAQs
Does this service offer guides, tutorials and or customer support?
Pipeliner offers a variety of support options which include Live Chat, Support Tickets, Phone Support, an online Knowledge Base to look up instructions on any function in Pipeliner, a video library stocked with short "How-to" videos, Webinars, and Community Feedback.
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 as well as with ERP systems.
Does this service offer an API?
Yes, Pipeliner features two open APIs (Rest and GraphQL). These APIs are available free of charge, and documentation is available on our website.
What platforms does this service support?
Pipeliner CRM is offered in a cloud-based SaaS version that only requires that users have internet access. There are also native 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 companies ranging from midsize to enterprise and across various industries who value sales processes. Our best fit is for teams selling B2B in a consultative sales process.
What is this service generally used for?
It is used for customer relationship management as well as pipeline, lead, contact and account management. Due to the customizability of Pipeliner, its use can be extended to almost any process in any department of an organization.
Does this service offer multi-user capability (e.g. teams)?
Yes, there are multi-user capability possible.
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.
FAQs
Does this service offer multi-user capability (e.g. teams)?
As with all Odoo applications, you can choose the number of users you would like.
What are some applications this service is commonly used in tandem with?
All Odoo applications can be perfectly integrated, and therefore function very well together.
Does this service offer an API?
Yes, you can get a web-service API to access all your custom objects easily. No extra code required.
Does this service integrate with any other apps?
Yes, it integrates perfectly with all of our applications.
Does this service offer guides, tutorials and or customer support?
Yes. Our Odoo experts are readily available to provide guidance and free demos of our products. We have an online chat, or you can contact our customer support service during business hours.
What platforms does this service support?
All Odoo apps support Windows, Android and Cloud-Based.
Who are the main user groups of this service?
Odoo works for any company that wants to grow/scale without being slowed down by their internal system. There is no time lost on database migration, Odoo offers great usability, and affordable plans for businesses of any size and industry.
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