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 Zoho CRM
Zoho CRM is a cloud-based business management platform that offers sales and marketing automation tools with helpdesk, analytics, and customer support functions.
Connect with customers, partners and vendors over email, social media and various communication channels with Zoho CRM's omnichannel platform. Analyze trends, convert these into accounts and send out invoices or sales orders without having to leave Zoho CRM. Advanced blueprints, and journey planners help you engage with customers at every stage with data that informs your campaigns. Web form a/b testing and marketing attribution features give you the necessary depth to take the pulse of your audience.
Over 250,000 businesses worldwide run on Zoho CRM.
SMEs and Large enterprises across industries prefer Zoho CRM thanks to features that range from basic to advanced, with limitless customization options. You can also build your own CRM from scratch with SDKs on offer.
With 40+ in-built apps, Zoho is the only vendor with the highest Native offerings. Zoho CRM is one among that, and can integrate with over 500 popular third-party extensions like G Suite, Office 365 and MailChimp.
Try Zoho CRM at $14/user/month billed annually. Also, try it for free with a 3-user limit.
Get a 30-day FREE trial EXCLUSIVE to our ULTIMATE Edition. Premium support is available 24/7 at a price.
WHY CHOOSE ZOHO CRM?
Extract information and improve your processes with suggestions from Zia, AI-powered sales assistant
Access to in-depth analytics with custom dashboards for sales success
Automate tasks at various stages in your process management flows
Custom portals for your customers, vendors and partners to drive proactive engagement
Quick data migration from other CRMs
Flexible and Transparent Contracts. Pay only for what you need
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
No key features associated with this application.
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
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?
Yes, Zoho CRM extends support in the following ways:
Email
LIVE Chat
Toll-FREE Calls
Knowledge Base
Forums
Cases and Solutions
Remote Assistance
Onboarding
Dedicated Account Manager
What are some applications this service is commonly used in tandem with?
Zoho CRM is used as an all-in-one system to avoid situations where users have to shuffle through multiple software applications for helpdesk, mail, campaigns, etc.
What is this service generally used for?
Zoho CRM is a centralised hub for all business-related tasks. It can be used as a helpdesk, sales and marketing system, contact management system and support platform. You can also track inventory and perform accounting tasks within the software.
Who are the main user groups of this service?
Zoho CRM caters to freelancers, small businesses, mid-sized and large enterprises through its varied editions and pricing.
Does this service offer an API?
Yes. Open-APIs are available with Zoho CRM
[REST APIs, Bulk APIs, Notification APIs, Query APIs]
Does this service offer multi-user capability (e.g. teams)?
Yes, Zoho CRM's free version allows up to 3 users.
The Ultimate edition has a limit of 2000 users.
Does this service integrate with any other apps?
Yes, Zoho CRM integrates with over 300 popular third-party apps like G Suite, Office 365 and MailChimp. Zoho CRM is part of the 40 in-built apps from Zoho, the only vendor with the most amount of native apps on offer.
What platforms does this service support?
Zoho CRM can be accessed over web browsers designed for use on Linux, Mac OS X, and Windows desktops. The platform is also available as a mobile app for use on Android phones, as well as Apple's iPad and iPhone.
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