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 Zendesk Sell
Zendesk Sell is a CRM and sales platform designed for sales teams and professionals, mainly in small and medium-sized enterprises. It provides its users with an all-in-one software, packed with features for capturing, organizing, and tracking leads.
Zendesk Sell empowers B2B and B2C salespeople to manage sales, follow leads, and engage customers. Users are able to generate leads from various sources, like web pages and marketing platforms. Zendesk Sell sales automation tool offers capacities for integrated channel management, resulting in sales improvement, and increasing revenue.
This platform also features analytics and reporting modules, sufficient for accurate quantification and performance measurement. Additional features include Base Voice, advanced sales insights, workflow automation, email integration, and mobility.
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
Complete with core sales tools.
Full visibility into current opportunities in your sales pipeline.
Insights to grow your business.
User-friendly and easy to navigate controls.
Track and sort email automatically.
Integrate with the popular online and social media tools.
Powerful and unified sales contact card.
Easy access to call records, emails and notes.
Syncing of communication exchanges in one file.
Fast integration of your email account to Zendesk Sell to track customer interactions.
Pricing
Starting from: $65.00/month
Credit card required: No
Price: per user monthly, billed annually, with free trial.
Unlimited
$150.00
1 user(s) / month
Included in plan:
Account Hierarchy
Sales Forecasting Reports
Performance Insights
Advanced Reports
Visual Buying Center
Visual Org Chart
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
$85.00
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
Starter
$45.00
1 user(s) / month
Included in plan:
Basic sales management, tracking and collaboration.
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
Team
$19.00
1 user(s) / month
Included in plan:
Customized Sales Pipeline
Basic Sales Tracking and Reporting
Full-Featured Mobile CRM
Professional
$39.00
1 user(s) / month
Included in plan:
Full Funnel Forecasting
Team Performance Analytics
Task Automation
Team Document Storage
Enterprise
$79.00
1 user(s) / month
Included in plan:
Predictive Sales Intelligence
Lead & Deal Scoring
Products & Price Book
Multiple Sales Pipelines
Role-Based Permissions
Elite
$159.00
1 user(s) / month
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 guides, tutorials and or customer support?
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