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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 SAP CRM

Customer relations in one integrated suite. All customer interactions, from calls, emails, social media, and live chat can be tracked, managed, and evaluated. Tasks and dates can be prioritized, follow-ups can be scheduled, and team selling supported, using the CRM.

SAP CRM is a customer relationship and engagement platform built to enhance users' engagement capabilities and enable them to provide smooth and personalized customer experiences at every opportunity and across multiple channels.

The software improves the sales and marketing, boosts customer engagement, drives sales, and streamlines order-to-cash processes, among others.

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

  • Lead Generation

  • Contact Management

  • Business Intelligence

  • Opportunity Tracking

  • Lead Management

  • Pipeline View

Summary

  • On-Premise Deployment

  • Marketing Resource Management

  • Marketing Analytics

  • Campaign Management

Summary

    No key features associated with this application.

Pricing

  • Starting from: $45.00/month
  • Credit card required: No
  • Price: per user monthly, billed annually, with free trial.

Starter

$45.00
1 user(s) / month
Included in plan:
  • Basic sales management, tracking and collaboration.

Business

$65.00
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

Pricing

Subscription

$24.00
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 an API?
  • Yes, SAP offers a set of public APIs.

  • Does this service offer guides, tutorials and or customer support?
  • SAP CRM offers Email Support, Phone Support, Live Chat, Training, Tickets, Videos, Help Documentation, and Tutorials.

  • What are some applications this service is commonly used in tandem with?
  • It is mainly used in tandem with marketing automation software, and purchasing and procurement solution.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • What is this service generally used for?
  • SAP CRM provides marketing solutions for big data analytics, segmentation, multichannel campaigns, loyalty, and resource management.

  • What platforms does this service support?
  • SAP CRM supports web-based applications, Windows, and Mac.

  • Who are the main user groups of this service?
  • The main user groups of SAP CRM are enterprises of all sizes.

  • Does this service integrate with any other apps?
  • Yes, it integrates with:

    Mule ESB, Anypoint Platform, Marketo, eBuyer Assist Procurement, SAP ERP, Sofon Guided Selling, and more.

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:

Vendor Information

Founded:
-
Based in:
Walldorf
Employees:
10001+
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
42.1k

Other

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

Other

Who uses SAP CRM
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English, German, Chinese, Hindi, Japanese, Spanish, French, Russian, Italian, Dutch, Portuguese
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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