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About Pipeliner

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.

About Second CRM

Second CRM is an award winning business automation solution, designed to make small to mid-market businesses profitable, by automating their business operations, using internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.

Second CRM easily adapts to most business environments by offering a flexible, cost-effective and easy to use application. Second CRM provides a single view of customer interactions across sales, marketing, support and backend operations. Second CRM reduces workload and accelerates growth while enabling companies to focus 100% of their energy on what counts — Customers.

About Salesbox

Salesbox, the #1 predictive CRM for mobile & successful teams. Salesbox makes it easy to collaborate with colleagues and provides a unique way of applying agile sales processes that gives accurate forecasts.

Salesbox has won awards for being the most innovative and best Sales CRM 2016 internationally. Salesbox has also won awards for Great user experience.

Salesbox makes sure you focus on the right activities, guides you to your sales target and gives you more accurate sales forecasts than any other CRM.

WHAT MAKES US DIFFERENT
We believe that sales is all about people, numbers and focus.
Salesbox provide the world with solutions that makes people successful in sales by encouraging to go beyond the expected boundaries.

PIPELINE VIEW: With Salesbox pipeline view you quickly get a clear overview of your pipeline and can move forward.

SMART GUIDANCE: Based on your behaviour and performance Salesbox predict what it takes to reach your sales target.

MOBILE FIRST: Manage everything regarding your customers and deals from anywhere.

ACCURATE FORECASTS: Collaborate in realtime, work in multiple and dynamic sales processes to get accurate forecasts.

ADD-ONS & INTEGRATIONS: Salesbox is seamlessly integrated with a large number of business platforms like Google and Microsoft to make your day easier. Get your information automatically updated between Salesbox and other systems to manage Contacts, Calendars, Emails, Documents, Tasks, Leads, Invoices, Deals, Forecast data etc. All available on both mobile devices and web.

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

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

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

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

  • Lead Management: Consolidate leads from various social media websites and compare their effectiveness and complete insight into your lead-generation efforts.

  • Contact Management: Get a complete view of your customers, including activity history, key contacts, customer communications, and internal account discussions.

  • Marketing Automation: Discover where prospects are getting stuck in your sales funnel, calculate your cost per lead, and tie closed deals back to the original campaign.

  • Reporting & Analytic: Explore any combination of data, get answers instantly, and share with your team.

  • Customer Support: Insight through every case, from every customer, every time and informing them with regular alerts and updates about their contract renewals.

  • Sales Management: Generate quotes, sales order and invoices with relevant customer data in PDF format and email it to customers directly.

Summary

    No key features associated with this application.

Pricing

  • Starting from: $35.00/month
  • Credit card required: No
  • Price: per user monthly, billed annually, with free trial.

Enterprise

$85.00
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

Pricing

  • Starting from: $24.00/month
  • Credit card required: No
  • Starting from $24/user/month

    Second CRM is a pay-as-you-go service. There are no long-term or multiple year contracts. Though you need to pay for minimum six months and if you don’t intend to renew, you’ll not be billed again. Second CRM also offer payment discount if you choose to pay for a year in advance.

Pricing

  • Starting from: $30.00/month
  • Credit card required: No
    • From 30$ per user and month with no fixation
    • Get 15% discount by paying yearly
    • Free training, Free support & Free assistance during the initial data import are included in the monthly fee.

SUPER

$35.00
1 user(s) / month
Included in plan:
  • CONTACTS/CALENDARS/TASKS SYNC: 2-way sync of Contacts, calendar and Tasks in Office365/Google
  • DOCUMENT MANAGEMENT: Integrated with Office365/OneDrive for Business/Googe Docs/Google Drive/Dropbox for Document management
  • SMART GUIDANCE: Salesbox predicts what is required by you to reach your sales target and also gives automatic tasks when you fall behind.
  • MOBILE FIRST - Salesbox is the only CRM provider to give you the entire package on all mobile devices. Use on any iOS or Android unit. 100% native technology. Also available for computers/laptops.
  • COMMUNICATION TRACKING - Track all communication: dials, calls, emails and get complete communication logs on all contacts and accounts.
  • PIPELINE - Multi sales process and pipeline support. Work like it suits your customer and also get automatic progress.
  • COLLABORATION - Share tasks, leads or ask for help. Get notified on any relevant changes on your accounts, contacts or opportunities.
  • LEADS - Add leads from LinkedIn, emails, phones or any website.
  • GAMIFICATION - Compete against yourself or your colleagues.
  • $30 per user - billed annually

ULTRA

$70.00
1 user(s) / month
Included in plan:
  • All features in SUPER package
  • CUSTOM FIELDS - Add new fields (Drop downs, check boxes, text fields, text areas, numbers, dates, links) on Tasks, Leads, Opportunities, Accounts, Contacts or Appointments. Create dependencies between different fields.
  • MULTI RELATIONS - Set different one-to-many relations between Account - Account, Contact - Account & Contact - Contact.
  • ADVANCED SEARCH - Search with AND/OR, save or share searches
  • PERSONAL DASHBOARDS - Add your own diagrams, piecharts or favorite lists
  • EMAIL CLIENTS- Integrated with emails clients for Outlook desktop, Outlook365, Google mail and iMail for Mac
  • API ACCESS - If you don't find your preferred integration in our list. You can always integrate via our APIs.
  • $60 per user - billed annually

ULTIMATE

$100.00
1 user(s) / month
Included in plan:
  • All features in ULTRA package
  • Account & Contact call lists
  • Marketing automation to get automatic leads
  • Leadboxer integration - get leads from your website
  • Mailchimp integration - get leads from your email campaigns
  • LinkedIn integration - get leads from company posts on LinkedIn
  • Facebook integration - get leads from company posts on Facebook
  • $90 per user - billed annually

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?
  • 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

    Who are the main user groups of this service?
  • Small to mid-market businesses, typically having number of employees between 11-99.

  • What is this service generally used for?
  • Manage Sales & Marketing, Customer Support and Business Operations

  • What platforms does this service support?
  • Second CRM is a web based application, which supports all major browsers on all operating systems. Second CRM web app also support browsers on all major devices: iPhone, iPad, Android phones & tables, Windows 8 Phone & tablets and BlackBerry 10.

  • What are some applications this service is commonly used in tandem with?
  • Email, Calendaring, Email Marketing, SMS gateway, Account / ERP software, integration with landing pages, etc

  • Does this service integrate with any other apps?
  • Yes. Google Apps (Gmail, Calendar, Contacts, Documents), Mailchimp, MYOB, SQL Account, SMS, etc

  • Does this service offer an API?
  • Second CRM offers two-way REST based web APIs to integrate with third-party applications.

  • Does this service offer multi-user capability (e.g. teams)?
  • Second CRM is designed for Team environment, with very details settings and configurations for Roles and Permissions, Groups, team hierarchy, etc to support any organisational structure.

  • Does this service offer guides, tutorials and or customer support?
  • Second CRM offer: Support Portal (user manual, video tutorials, faq), Online Live Support, Email and Phone Support.

FAQs

    What platforms does this service support?
    • Salesbox works on PCs, Macs (Stationary and Laptops) through the web browser.
    • Salesbox supports Apple mobile devices with special native versions for iPhone, iPad, iPad Mini, iPad Pro and iPod touch.
    • Salesbox support Android mobile devices with special native versions for Android smartphones and Android tablets.
    • Salesbox supports plugins for Google Chrome, Gmail, Outlook Desktop, Office 365 mail and Mac mail
  • Does this service integrate with any other apps?
    • Google (Gmail, Google Docs, Google contacts and Google Drive)
    • Outlook Contacts, Office 365, Outlook desktop email client, Office 365 mail, OneDrive and OneDrive for Business.
    • Mailchimp, LinkedIn and Facebook for Marketing campaigns and Lead generation.
    • Plus, ERP, HR, Support systems, Event management, Project management, Time reporting through third party integrators.
  • Does this service offer an API?
  • Salesbox offer REST APIs for all objects in the software.

  • Does this service offer multi-user capability (e.g. teams)?
  • Salesbox is designed and built for collaboration between many users. Collaborate and work as a team on Accounts, Contacts, Opportunities, Tasks, Leads and Appointments. Salesbox keeps you and your colleagues notified on any relevant changes in real-time. Delegate Tasks and Leads, pick up Tasks and Leads form the open ticket list, Ask a colleague for help. With Salesbox you get traction on all customer communication and can easily see when and who did the last interaction with your customer. Salesbox keeps track of all dials, calls, emails and messages for you.

  • What are some applications this service is commonly used in tandem with?
    • Many Salesbox users use Salesbox together with Google Apps and Office 365 portfolio to get a more seamless work flows when doing sales or customer related work.
    • Many people also use Salesbox together with MailChimp, LinkedIn and Facebook to automize the lead generation.
    • Some companies also use Salesbox together with ERPs to get customer information synced and automatic invoices generated.
  • Who are the main user groups of this service?
  • Salesbox is designed for people who work with sales and customers. It is designed according to behavioural models in order to cater the needs of the business/sales people. Salesbox is the number one tool choice for all sales people who want to become successful in meeting their sales targets.

  • What is this service generally used for?
  • Salesbox is the World’s #1 predictive and mobile customer relationship management software for those who want to be successful in sales. It is used for tracking and improving sales and customer relations.

  • Does this service offer guides, tutorials and or customer support?
    • Salesbox comes with built in guidance and help. Salesbox provides an easy to follow get going guide.
    • Salesbox offers both email and phone support. Salesbox provides free training. Salesbox provides instruction videos.
    • Salesbox provides free assistance to import the first data from your previous data source

Vendor Information

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

Vendor Information

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

Vendor Information

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

Other

Who uses Pipeliner
  • Personal
  • Freelance
  • 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 Second CRM
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English, Malay, Indonesian, Thai, Vietnamese, Chinese
Regional Restrictions:
No restrictions.

Other

Who uses Salesbox
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Swedish, Norwegian, Finnish, German, Dutch, French, Spanish, Portuguese, Italian, Hungarian, Romanian, Turkish, Russian, Japanese, Vietnamese, Chinese, Korean
Regional Restrictions:
There are no regional restrictions
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