Compare Pipeliner vs Pipefy vs Officetrax

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65%
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38%
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Crozscore:

75%
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84%
42%
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Crozscore:

35%
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39%
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Pipeliner screenshot view 5 more Pipefy screenshot view 1 more Officetrax screenshot

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:

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.

Software Description:

Officetrax is a powerful CRM, Project Management, and Support solution that helps you streamline your day. Officetrax is a great tool for small to medium businesses who are looking for an easy-to-use CRM system to assist them with leads, opportunities, customer support, and so much more. Using Officetrax helps you to keep track of every interaction with a customer or lead to build better relationships with your contacts.

Features like time tracking, event scheduling, and opportunity scoring all help you manage your time to stay on top of the most important tasks. Use the customer portal to allow your customers the ability to submit support tickets for a streamlined support system - you can even have them approve quotes from Officetrax as well!

Sign up for a Free Trial today to learn more!

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:

Features:

  • File Sharing
  • Contact Management
  • Forecasting
  • Data Import
  • Data Export
  • Notifications
  • Project Management
  • Gantt Charts
  • Multi-User
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard

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:

    No key features associated with this application.

Summary:

  • Free 14 day trial of Officetrax CRM

  • Affordable CRM for businesses of all sizes

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

Starter

$10.00
per 1 user/month - paid annually
Included in plan:
  • 2GB Storage per user
  • Calendar & Events
  • Accounts, Contacts, Leads
  • Opportunities & Custom Pipelines
  • Incident Tickets
  • Incident Tickets
  • Campaigns & Mass E-Mail
  • Import & Export
  • Roles & Privacy Settings
  • Activity Feeds
  • Notes

Plus

$16.00
per 1 user/month - paid annually
Included in plan:
  • 5GB Storage per user
  • Everything in Starter plus:
  • Quoting
  • Workspaces
  • Discussions
  • Project Management (Gantt Chart, Tasks, etc.)

Ultimate

$20.00
per 1 user/month - paid annually
Included in plan:
  • 5GB Storage per user
  • Everything in Plus plus:
  • Territories
  • Time Tracking
  • Change Requests
  • Problem Management
  • Customer Portal
  • Branded Login Page

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:

    No FAQs associated with this application.

FAQs:

    Does this service offer guides, tutorials and or customer support?
  • Customer Support is unlimited. There are also free support guides available online.

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

  • What platforms does this service support? (e.g. native mobile apps)
  • Officetrax is a fully responsive web-app which means it can be used on any device that has a web browser.

Publisher:

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

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
63
Followers:
497

Other:

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

Other:

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

Other:

Who uses Officetrax
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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