Compare Pipeliner vs Capsule vs Pipefy

Capsule

CRM
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Crozscore:

65%
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38%
interest falling

Crozscore:

77%
what is this?
57%
interest falling

Crozscore:

76%
what is this?
84%
42%
interest falling
Pipeliner screenshot view 5 more Capsule screenshot view 5 more Pipefy screenshot view 1 more

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:

Capsule is a solid, easy-to use CRM system which is a good tool for small to medium-sized businesses, particularly those using Google Apps.
It is competitively priced, and it provides a feature set that will allow its users to efficiently manage a large database, identify business opportunities, track communications and manage a sales pipeline with relative ease.

Software Description:

We're a workflows & process management tool for startups. We help them to organize and run their processes in one place, without the help of IT or consultants. We have free templates based on the best practices of A/B Testing, Agile Software Development, Bug Tracking, Content Marketing, B2B Sales Pipeline, Product Roadmap and others... Instead of running your operation with spreadsheets, forms or a patchwork of vertical softwares, you can keep everything organised and running in just one place with Pipefy.

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:

  • Multi-Currency
  • Click-to-Dial
  • Dashboard
  • Customer Management
  • Lead Management
  • Task Scheduling/Tracking
  • Multi-User
  • Third-Party Plugins/Add-Ons
  • Google Apps Integration
  • Notifications
  • API
  • Email Integration
  • Data Export
  • Data Import
  • Forecasting
  • 2-Factor Authentication
  • Contact Management

Features:

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:

  • Customizable: Users can customize Capsule to fit their business.

  • Complete Contact Wiew: The contact page offers a birds eye view of everything users know about a contact, so that they can keep track of the people, companies and other organizations.

  • Manages Sales Pipeline: Keeps track of where each opportunity is at, using milestones such as prospect -> meeting -> proposal -> won etc.

  • Make Sure Things Get Done: Manages to-do lists and calendar using tasks in Capsule to ensure things don't get forgotten.

  • Manage Groups of Contacts with Lists: Creates lists by filtering contacts using given criteria, such as which city they're in, how they are tagged, when they were added, or using custom fields.

Summary:

    No key features associated with this application.

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

Starter

$25.00
1 user(s) / month
Included in plan:
  • 2 GB Storage
  • Up to 5 Users
  • Contact Management
  • Opportunity & Lead Pipeline View
  • Lead Management
  • MS Office & Gmail Add-ins
  • Opportunity Management
  • Standard Reports
  • Mobile Apps (iOS and Android)
  • Email Integration
  • Contact Management
  • Account Management

Pricing:

  • Starting from: $12.00/month
  • Credit card required: Yes
  • Free: Up to 2 users; 10MB storage; 250 contacts
    Professional: $12/month, per user. 30 day free trial; 2GB storage per user; 50,000 contacts.

Free

Free
Included in plan:
  • 2 Users
  • 250 Contacts
  • Unlimited Opportunities
  • Unlimited Cases
  • 10MB of Storage

Professional

$12.00
1 user(s) / month
Included in plan:
  • No user limit
  • 50,000 Contacts
  • Unlimited Opportunities
  • Unlimited Cases
  • 2GB of Storage/User

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? (e.g. native mobile apps)
  • 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:

    Does this service offer guides, tutorials and or customer support?
  • There is email support Monday to Friday and an extensive set of support documentation.

  • Does this service offer an API?
  • The Capsule API allows developers to create applications that can retrieve or update data in Capsule account. There's a link to the API docs on the website.

  • Does this service integrate with any other apps?
  • It integrates with: G Suite; invoicing and accounting apps, email marketing apps, website forms, email tracking apps etc.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used with G Suite, Xero, FreshBooks, MailChimp, Zendesk; Wufoo Forms, Zapier and lots of other services.

  • Who are the main user groups of this service?
  • Main users of this service are small and medium-sized companies.

  • What is this service generally used for?
  • It is used for customer relationship management, and contacts and pipeline management.

  • What platforms does this service support? (e.g. native mobile apps)
  • This service Web-based, works on Linux, Mac, Windows, Android, and iPhone.

  • Does this service offer multi-user capability? (e.g. teams)
  • It offers multi-user capability.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
2007
Based in:
Pacific Palisades
Employees:
51-200
Likes:
28.8k
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
5k

Publisher:

Founded:
2014
Based in:
Wilmington
Employees:
2-10
Likes:
10.2k
Followers:
1.12k

Other:

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

Other:

Who uses Capsule
  • Personal
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

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