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?!
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
No key features associated with this application.
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
Subscription
$24.90
1 user(s) / month
Included in plan:
New customers get a discount on the initial number of users purchased.
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.
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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