Compare Vortini vs boberdoo vs Pipeliner

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Crozscore:

49%
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22%
interest falling

Crozscore:

74%
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38%
no significant changes

Crozscore:

84%
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97%
41%
interest rising
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Software Description:

Vortini is an analytics solution for sales forecasting and business insight. Vortini is directly integrated to the CRM and delivers a disciplined, intuitive process to sales forecasting and analytics for complex organizations.

An accurate and actionable forecast is created by combining the sales pipeline and predictive analytics with insight from the sales organization. The Smart Suggested Forecast uses machine learning and sales history to auto-populate the forecast with a recommended set of deals, and the Early Warning System combines current pipeline, historical analysis and behavioral patterns to flag off track forecasts so management can take early action.

The forecasting process is adaptable, fast and efficient because time spent on the forecast is time that should be spent selling and delivering.

Software Description:

Whether you are a 1-man organization or a company that generates thousands of leads per day, our lead distribution software will save countless hours and position you to maximize your revenue on every lead. You will save time, serve your clients better, optimize lead matching and delivery, and increase the overall image of your lead company by utilizing a boberdoo lead system.

Since 2001 traditional lead generation companies, direct marketing firms, media and advertising agencies and advanced publishers have utilized our software to grow their business. You have enough things to worry about in the lead industry, your lead distribution software shouldn’t be one of them.

Software Description:

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.

Features:

  • CRM Integration
  • Analytics
  • External Integrations
  • Sales Motivator
  • Data Visualization
  • Notifications
  • Multi-Currency
  • Data Export
  • Dashboard
  • Multi-User
  • Data Import
  • Forecasting

Features:

  • External Integrations
  • Email Integration
  • Marketing Automation
  • Social-Media Integration
  • Referral Tracking
  • Lead Scoring
  • Dashboard
  • Calendar Management
  • Scheduling
  • API
  • Data Visualization
  • Data Export
  • Data Import

Features:

  • Customer Management
  • Call Tracking
  • File Sharing
  • Multi-User
  • Email Integration
  • Third-Party Plugins/Add-Ons
  • Dashboard
  • API
  • Forecasting
  • Google Apps Integration
  • Notifications
  • Data Import
  • Multi-Currency
  • Batch Permissions & Access
  • External Integrations
  • Data Export
  • Data Visualization
  • Scheduling
  • Task Scheduling/Tracking
  • CRM Integration
  • Sales Motivator
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Lead Scoring
  • Project Management
  • Social-Media Integration

Summary:

  • Supports complex forecasting requirements, eliminate spreadsheets and increases sales productivity

  • Analytics to hit your number this quarter, forecasting to set the right path for the future

  • Time-saving, consistent, scalable and collaborative sales forecasting and analytics solution that allows management to successfully close every sales cycle.

  • Salesforce integration that extends to multiple Salesforce instances and any customizations.

  • Uncover hidden Salesforce data and flag dirty data in the CRM system.

  • Tools to measure forecast deliverability and credibility.

  • Custom dashboard analytics to meet organizational requirements and needs.

Summary:

  • Utilize custom business rules that you create to route leads in any vertical

  • Route leads based on priority, price, weighted logic or a custom process you define.

  • Post leads into any CRM or Lead Management System.

  • Create custom filter sets for each buyer to define exactly what they can buy at what price.

  • Complete accounts for each of your vendors and partners to track their activity.

  • Track line by line transactions with invoicing and automated re-billing options.

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

Pricing:

  • Starting from: $35.00/month
  • Credit card required: N/A
  • 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

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes, the service can extend to an unlimited number of users.

  • Does this service offer guides, tutorials and or customer support?
  • There is a full online Help directory, and customer support that can be contacted at anytime.

  • What is this service generally used for?
  • • Sales Forecasting
    • Financial Forecasting
    • Sales Analytics
    • Predictive Analytics
    • Business Insight

  • Does this service integrate with any other apps?
  • Fully integrated with Salesforce CRM.

  • Who are the main user groups of this service?
  • • Executives
    • Sales Leaders
    • Sales Operations
    • Sales Representatives

FAQs:

    Who are the main user groups of this service?
  • Lead generation companies, affiliate marketers, lead aggregators

  • What is this service generally used for?
  • Selling and distributing leads to end service providers.

  • Does this service integrate with any other apps?
  • Can create customer integrations with CRMs such as SalesForce, HubSpot, and more.

  • Does this service offer an API?
  • Yes

  • Does this service offer multi-user capability (e.g. teams)?
  • We offer unlimited logins for your team and your buyers.

  • What platforms does this service support?
  • Mobile apps, web browser app.

  • Does this service offer guides, tutorials and or customer support?
  • We provide free demos; training and support is included in subscription.

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.

Publisher:

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

Publisher:

Founded:
-
Based in:
Chicago
Employees:
11-50
Likes:
Followers:

Publisher:

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

Other:

Who uses Vortini
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses boberdoo
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Pipeliner
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • Blackberry
Languages:
Spanish, French, Portuguese, English, German
Regional Restrictions:
No restrictions.
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