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Pipeliner

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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 SugarCRM

SugarCRM is convenient tool for sales automation, marketing automation, account management and other customer relationship management (CRM) needs.
Sugar's functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting.
A strong contender in the CRM market, the software is a viable option for organizations that require flexibility, ease of use, affordability, and choice in cloud providers.

About Toolyt

Toolyt SFA is intended to fit the necessities of numerous administration ventures. It is adaptable and simple to utilize. Field Force Tracker conveys a conclusion-to-end arrangement that addresses all features of Service Lifecycle Management. We field benefit organizations deal with their arrangements, dispatch portable representatives, and receipt for the administrations.

Toolyt SFA's answers are created with industry specialists to convey the usefulness you have to address the particular difficulties and novel business needs in your particular industry. Our demonstrated arrangement refreshments you're existing foundation and can convey quick advantages appropriate out of the crate. With unmatched broadness and profundity to upgrade your administration lifecycle, Toolyt FSA is the arrangement of the decision to enhance consumer loyalty, streamline and synchronize forms, and convey positive monetary effect to your association. Select your industry to take in more about how our industry driving programming can help your association.

Toolyt SFA offers field benefit administration arrangements fit for a scope of big business organizations. Whatever your industry, run it insightfully with Toolyt SFA.

Also, you can integrate with your:

  • Existing CRM & Lead Management Tools
  • HR & Team Management Software
  • Billing or order management Tools
  • Attendance or Leave Management Tools
  • Customer Support or Ticket Managment Tool
  • Existing website

Solutions:

  • Instant Notifications to Managers
  • Improved Operational Efficiency
  • Customizable forms for Data Collection
  • Improve efficiency by Enabling Offline Mode
  • Instant Approval for Expenses via Manager's App
  • Add Expenses & Monitor Claims
  • Schedule Visits and Get Approval
  • Report shows Visits Accuracy
  • Enable Document or Photo collection
  • Assign tasks or visits and Monitor
  • Automatic Daily, Weekly & Monthly Reports

Benefits:

  • Ensure Optimal Allocation of Leads & Jobs
  • Add Expenses and Bill on the go
  • Structures Work Flows as Per your Company
  • More Efficient Reporting
  • Daily Remainders & Morning Report
  • Gain Instant Visibility of Lead, Conversion etc.
  • Improve allocation of resources using field intelligence.
  • Realtime Monitoring field Officers
  • Custom Reports for CEO's or Top Level Managers
  • Instant Capture Customer Feedback
  • Access to product Information & Documents

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

  • API
  • Contact Management
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Lead Management
  • Multi-User
  • Notifications
  • Scheduling
  • Task Scheduling/Tracking
  • Timesheets
  • Travel Management
  • Route Optimization
  • Mobile App

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

  • Email Integration

  • Marketing Automation

  • Sales Force Automation

  • Customer Support

  • Social CRM

  • Reporting

Summary

  • Increase Field Force Productivity by 40% by Automating Workflow

  • Track your field team Live (Optional)

  • Expense approval & Reimbursement

  • Schedule Visits (meetings), Remainders and Tracking

  • Realtime Task Management

  • Daily, Weekly & Monthly Performance Reports

  • Product Catalogues - Share with clients over SMS & Email

  • Jobs/Service Management

  • Attendance for Field / Sales Officers

  • Claim Management

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

  • Credit card required: N/A
  • Professional: $40 user/month.
    Enterprise: $65 user/month.
    Ultimate: $150 user/month.
    All pricing plans allow free trial.

Pricing

Premium

$9.00
1 user(s) / month
Included in plan:
  • Attendance
  • CRM
  • Jobs/Services
  • Delivery Tracker
  • Task Manager
  • Expense Manager
  • Visits Manager
  • Order and Payment
  • Unlimited Hosting

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?
  • Main users of SugarCRM are small- and medium-sized businesses in any particular industry.

  • What is this service generally used for?
  • It is generally used for customer relationship management.

  • What platforms does this service support?
  • SugarCRM is a web-based application, with native mobile app for Android and iPhone.

  • What are some applications this service is commonly used in tandem with?
  • It is used in tandem with: LiveChat; ActiveCampaign; Synchroteam; eXo Platform; Vision Helpdesk; Freshdesk.

  • Does this service integrate with any other apps?
  • SugarCRM integrates with any third party systems people use, and can accommodate the new modules.

  • Does this service offer an API?
  • It offers an API

  • Does this service offer guides, tutorials and or customer support?
  • They offer documentation, training & help, and customer center.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes we provide 24x7 support via email,ticket and call.

  • Does this service integrate with any other apps?
  • You can integrate with any tool which has API exposed or hosted online. If you need support in integrating with existing tool such as Zoho, Salesforce etc. we can help you integrated

  • What platforms does this service support?
  • Android, Web and iOS

  • What is this service generally used for?
  • Toolyt is generally used for companies with sales guys or field officers on the road. You create or customise your field workflow and start using Toolyt in 20 minutes.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yeah, you can customise the whole hierarchy as per your companies structure

  • Does this service offer an API?
  • Yeah we do provide an API

  • Who are the main user groups of this service?
  • Pharma Companies, Insurance companies, Banks, FMCG, Telecom, Hardware, Online/ecommerce, Manufacturing, Equipments, Mutual funds, Banks

Vendor Information

Founded:
2007
Based in:
Pacific Palisade
Employees:
51-200
Likes:
Followers:
9.09k

Vendor Information

Founded:
2004
Based in:
Cupertino
Employees:
501-1000
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

Regional Restrictions:
No restrictions.

Other

Who uses Toolyt
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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