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About Pipeliner

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 Pipedrive CRM

Pipedrive is a web-based sales CRM software that helps sales teams of all sizes and industries close more deals. Used by over 100,000 companies, Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and powerful AI features.

Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmentation and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.

Start your 14-day free trial today and enjoy full access to all of Pipedrive’s powerful features – no credit card needed.

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

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

  • Contact Management

  • Business Intelligence

  • Opportunity Tracking

  • Lead Management

  • Pipeline View

Summary

    No key features associated with this application.

Summary

    No key features associated with this application.

Pricing

  • Starting from: $65.00/month
  • Credit card required: No
  • Starter Edition: $65/user/month billed annually
    Business Edition: $85/user/month billed annually
    Enterprise Edition: $115/user/month billed annually
    Unlimited Edition: $150/user/month billed annually

Unlimited

$150.00
1 user(s) / month
Included in plan:
  • Sales Forecasting Reports
  • Visual Org Chart
  • Account Hierarchy
  • Advanced Reports
  • Visual Buying Center
  • Performance Insights
  • Includes all Pipeliner CRM features
  • 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

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

Starter

$65.00
1 user(s) / month
Included in plan:
  • See our Pricing page for details
  • Basic sales management, tracking and collaboration.

Pricing

Essential

$24.00
per month per user. 14$ / month billed annually
Included in plan:
  • Lead, calendar and pipeline management
  • Seamless data import and 400+ integrations
  • Get organized and set up simple sales processes quickly:
  • Activity, deal and contact reports
  • Activity, deal and contact reports
  • Personalized onboarding

Advanced

$49.00
per month per user. 39$ / month billed annually
Included in plan:
  • Never miss the next step with easy-to-use email and automations. Includes all Essential Plan features plus:
  • Full email sync with templates, open and click tracking and group emailing
  • Automations builder, including email sequences
  • Meeting, email and video call scheduling
  • Live chat support

Professional

$69.00
per month per user. 49$ / month billed annually
Included in plan:
  • Optimize performance with more customizations and reporting. Now with AI-powered features (email creation and summarization, AI-powered Sales Assistant, Smart-app recommendations, etc.). Includes all Advanced Plan features plus:
  • Contract and proposal management with e-signatures
  • Streamlined lead routing and team management
  • Revenue forecasts and custom field reporting
  • AI-powered Sales Assistant and emailing tools
  • Extra data entry and data quality settings

Power

$79.00
per month per user. 64$ / month billed annually
Included in plan:
  • Empower larger teams with flexible collaboration and support. Now with AI-powered features (email creation and summarization, AI-powered Sales Assistant, Smart-app recommendations, etc.). Includes all Professional Plan features plus:
  • Project planning, tracking and delivery
  • Increased control of account permissions and visibilities
  • 24/7 live chat support
  • Phone support

Enterprise

$129.00
per month per user. 99$ / month billed annually
Included in plan:
  • Experience Pipedrive without limits and have ultimate peace of mind. Now with AI-powered features (email creation and summarization, AI-powered Sales Assistant, Smart-app recommendations, etc.). Includes all Power Plan features plus:
  • Enhanced security preferences
  • Complete access to all features
  • Unlimited reports and customizations
  • Maximize the number of automations and email syncs per seat

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 guides, tutorials and or customer support?
  • Pipedrive provides a wealth of resources to help users optimize their CRM, including on-demand video courses, webinars, blog posts, eBooks, sales templates and tailored newsletters. Customers can also read in-depth feature guides on our Knowledge Base and access round-the-clock support.

  • Does this service offer an API?
  • Yes. All users have access to Pipedrive’s open API (Application Programming Interface) and Developer Platform, allowing them to connect the tools they need, customize their Pipedrive experience and streamline business processes.

  • What is this service generally used for?
  • Pipedrive is a web-based sales CRM software that lets sales teams track pipelines, optimize leads, manage deals with AI and automate their entire sales process to focus on selling.

  • Does this service integrate with any other apps?
  • Yes. You can integrate Pipedrive with over 500+ app integrations via Pipedrive Marketplace. Seamlessly connect your favorite software or find new tools with tailored recommendations.

  • Who are the main user groups of this service?
  • Sales teams of all sizes and industries can drive growth with Pipedrive’s simple, customizable CRM to

  • What are some applications this service is commonly used in tandem with?
  • Pipedrive offers 500+ app integrations across all revenue stages. Some of the most popular integrations are Zapier, Microsoft Teams, Google Meets, Zoom, Slack, Mailchimp, PandaDoc, Docusign, JustCall, Aircall, Asana, Surfe, QuickBooks, Xero, Zendesk and Dropbox.

  • What platforms does this service support?
  • Pipedrive works on desktops and all iOS and Android mobile devices via the Pipedrive mobile app.

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.

Vendor Information

Founded:
2007
Based in:
Pacific Palisade
Employees:
51-200
Likes:
Followers:
9.07k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
13k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
47.1k

Other

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

Other

Who uses Pipedrive CRM
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Spanish, Portuguese, French, Estonian, Norwegian, Dutch, Korean, Japanese, Turkish, Finnish, German, Italian, Ukrainian, Swedish
Regional Restrictions:
No restrictions.

Other

Who uses Odoo CRM
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, Bengali, Bulgarian, Catalan, Czech, Danish, German, Greek, English, Estonian, Basque, Finnish, French, Hebrew, Hindi, Croatian, Hungarian, Indonesian, Italian, Japanese, Georgian, Korean, Latvian, Macedonian, Dutch, Portuguese, Slovenian, Spanish, Thai, Vietnamese, Chinese
Regional Restrictions:
No restrictions.
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