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Pipeliner

 6 ratings CRM

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 15 ratings CRM
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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 Teamleader

Teamleader enables small and medium sized businesses to organise their business, build better relationships and collaborate with their team in a single tool.

A simple interface and a variety of integrations allow your business to stay efficient, optimize workflow and work smarter.

About 17hats

  • Have all your documents under one roof: invoices, quotes, contracts, and questionnaires.
  • Created for small business owners, 17hats automates & streamlines repetitive tasks by offering templates for most major functions every entrepreneur needs to complete.
  • Automate your process through workflows: from leads all the way through client fulfillment.
  • Removes all the clutter for customer management, reminders, accounting, payment processing,
  • Easily manage projects, bookkeeping, and client relationships using our client portal, so you can stay on track and save time.

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

  • Accounts Payable
  • Accounts Receivable
  • API
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Password & Access Management
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management

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

  • Teamleader unifies CRM, project planning and invoicing in a simple and intelligent tool

  • Build better relationships

  • Organize your business

  • Collaborate with your team

  • Keep your workflow simple

  • Focus on your business, not you administration

  • Be professional

  • Create invoices in 3 clicks

  • Keep track of your contacts

Summary

  • Dashboards

  • Lead Generation

  • Client Profile Management

  • Project Workflows & Automation

  • Templates

  • Calendar Syncing

  • Invoice Management

  • Quote & Contract E-Sign

  • Client Portal

  • Billing

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

CRM

$25.00
2 user(s) / month
Included in plan:
  • 14 day free demo
  • Support
  • Integration with Office 365
  • VoIP integration
  • 35GB file storage
  • Daily back-ups
  • Integration with Google Apps
  • API & Webhooks
  • Free updates
  • Integration with iCloud

CRM+invoicing

$50.00
2 user(s) / month
Included in plan:
  • 14 day free demo
  • support
  • integration with office 365
  • VoIP integration
  • 35GB file storage
  • daily back-ups
  • integration with Google apps
  • API & Webhooks
  • Free updates
  • integration with iCloud
  • CRM & Offers
  • Time tracking
  • Lead Management
  • Calendar Management

CRM+invoicing+project management

$100.00
2 user(s) / month
Included in plan:
  • 14 days free demo
  • 35GB file storage
  • integration with iCloud
  • integration with office 365
  • free updates
  • API & Webhooks
  • support
  • VoIP integration
  • daily back-ups
  • integration with Google Apps
  • CRM & Offers
  • Time Tracking
  • Lead Management
  • Calendar Management

CRM+invoicing+project management+ticketing

$150.00
2 user(s) / month
Included in plan:
  • 14 days free demo
  • 35GB file storage
  • integration with iCloud
  • integration with office 365
  • free updates
  • API & Webhooks
  • support
  • VoIP integration
  • daily back-ups
  • integration with Google apps
  • CRM & Offers
  • Time Tracking
  • Lead Management
  • Calendar Management

Per Extra user

$10.00
1 user(s) / month
Included in plan:
  • one extra user

Pricing

Monthly Plan

$45.00
per Month
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Annual Plan

$295.00
per Year ($25/mo, save 45%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Two-Year Plan

$395.00
for 2 Years ($17/mo, save 63%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) Payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts

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

    Does this service integrate with any other apps?
  • Yes, we integrate with more then 150 other apps.

    • Bookkeeping: Exact, Datev, Octopus, Twinfield, Yuki, CODA, Unpaid, E-Invoice (UBL), WInbooks, Bilendo, Billit, SageOne

    • Calendar: Office 365 Calendar, Google Calendar, Apple iCloud Calendar, Exchange Calendar, Kerio Connect, Google Resources, Lobbipad

    • Chat: Slaask, Hivemind, Slack

    • Contact sync: LinkedIn, Google Contacts, noCRM.io, RingCentral, Teamwork Projects, BombBomb, Robly, Teamleader, Office 365 Contacts, Zendesk, FinFolio, Constant Contact, Fastbill, Benchmark, EzTexting, Hubspot, Clio, Recurly, ActiveDEMAND, Bexio, Prospect.io, TractionNext, myphoner, Intercom, Salesforce Pardot, Odoo, Salesforce Desk, Teamwork Desk, MailUp, Easybill, Emma, Woodpecker, SageLive, Magento, ConnectWise Manage, Trello, iCloud, Chargebee, Infusionsoft, Dotloop, GetResponse, SharpSpring, Podio, Sellf, Help Scout, ONTRAPORT, Aircall, Direct Mail for Mac, ActiveCampaign, PersistIQ, Xero, Flexmail, Dotmailer, Drip, Quickbooks, MailerLite, Kustomer, Marketo, Groove, Shopify, Freshbooks

    • Dashboard: Wizer, Invantive Control, Cumul.io, Invantive Query Tool

    • Email marketing: MailChimp, Campaign Monitor, Laposta, Incantive Composition, MailUp, Mailjet, MailPlus

    • Email tracking: Office 365 Outlook, Gmail, Outlook 2013, IMAP

    • Export: Datev Export, Invantive Composition, Google Sheets, Billit, Invantive Query Tool, Wuunder

    • File Management: Dropbox, Google Drive

    • Financial Data: Trends Top, CODA, Invantive Control, CompanyView, E-invoice (UBL), Bilendo

    • Payment: Mollie, Stripe, Bancontact, Bitcoin, Sofort, Visa, PayPal, Mastercard, iDEAL, Cartes Bancaires, KBC, CartaSi, American Express, Belfius, Unpaid

    • Social: LinkedIn

    • Time Tracking: Google Chrome, Simple Simon

    • VoIP: Twilio, Voipplay, Go Integrator, Voys integratie, Xelion VoIP, 3CX

    • Web2Lead: JotForm, Wufoo, Custom Form, Formstack, Unbounce, Story Chief, Sitemanager

  • Does this service offer guides, tutorials and or customer support?
  • We have a Support page where you can find the following:
    - Product Knowledge base: Use the tips and tricks in our product manual to fully benefit from Teamleader

    • Video Tutorials: Missed a live Webinar? Watch our video tutorials

    • Billing & Invoices: Questions or remarks about your received invoice?

    • Start-ups: Would you like to use Teamleader as a start-up? Discover our special start-up program.

    • Upgrades: Want to add extra users or product modules to your account? Request an upgrade!

    • Partners: Ready to spread the Teamleader love? Learn more about our partner program.

    • Status Page: Stay up-to-date on all announcements on Teamleader's status and performance

    • HR& Jobs: Have a look at our vacancies and find out what it's like to work at Teamleader

    • Marketplace: Explore, manage and build your favourite integrations in the Teamleader Marketplace

    • Developers: Learn more about our API and other technical aspects of our tool

    • Haven't found an answer? email us via [email protected] We're here to help!

  • Does this service offer an API?
  • Yes, you can create your own integrations & submit them to the Marketplace.

    Everything you need to know to start creating your own Teamleader integrations you can find:
    - Knowledge Base
    - API Documentation
    - Contact us

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the basic premium starts with 2 users, but you can pay €10 a month/extra user.

  • What platforms does this service support?
    • Cloud, SaaS, Web
    • Mobile iOS native
    • Mobile Android native
  • What is this service generally used for?
  • Teamleader helps you and your team work smarter so your small business thrives. Bringing CRM, project management and invoicing together with an intuitive software solution, Teamleader enables your team to collaborate, organize and build your business.

  • Who are the main user groups of this service?
  • Teamleader enables small and medium sized businesses to organise their business, build better relationships and collaborate with their team in a single tool.

FAQs

    Does this service offer an API?
  • No API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Customer Support via Email or Chat, Documentation, Webinars, Live Online, Video Tutorials.

  • Does this service offer multi-user capability (e.g. teams)?
  • 17hats offers its users possibility to create multiple accounts.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM, Business Management Tool/Software, Accounting and Payment Applications.

  • What is this service generally used for?
  • It is generally used for automating business processes.

  • Who are the main user groups of this service?
  • Main users of 17hats are small businesses.

  • What platforms does this service support?
  • This is web-base platform with Android and iOS apps.

  • Does this service integrate with any other apps?
  • Integrations: Square, Stripe, Authorize.net, QuickBooks, PayPal, Google Cal, Google E-Mail, The Knot, Shootproof, WeddingWire, ShowIt.

Vendor Information

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

Vendor Information

Founded:
-
Based in:
Gent
Employees:
51-200
Likes:
39.8k
Followers:
1.09k

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
4.93k

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 Teamleader
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, German, Italian, Dutch, French, Spanish, Danish, Finnish, Norwegian, Swedish
Regional Restrictions:
No restrictions.

Other

Who uses 17hats
  • Personal
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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