Compare Vortini vs Pipeliner vs Docsify

Docsify

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44%
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82%
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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:

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.

Software Description:

Docsify is a Gmail & G Suite tool that helps salespeople to take only right sales actions based on recipient’s behavior. It provides email, document, and website tracking as well as flexible email automation and lead scoring. As a result, our users spend their time smarter, close more deals faster and skyrocket their team productivity.

Our product solves problems of salespeople all over the world.

The main problems lay in that:
Sales reps send many proposals and other sales content every day, but they don’t know what happens with their email after they click “Send”. So they spend too much valuable time contacting non-perspective leads.

Docsify use the holistic approach to the sales process, we provide a set of powerful capabilities that covers the complete outreach process:
- engagement scoring and tracking
- flexible sales automation
- content analytics
- team productivity tracking
- powerful integration with Gmail and CRM tools.

It enables users to track prospect’s behavior at every touchpoint. We use intelligent scoring algorithms to score and prioritize all prospect’s actions in the email, document, and website. As a result, sales reps get prioritized list of the most sales-ready prospects, based on their engagement. We also offer the flexible email automation with the widest lists of triggers, based on behavioral factors.

Features:

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

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

Features:

  • Data Visualization
  • CRM Integration
  • Dashboard
  • Lead Management
  • Lead Scoring
  • Third-Party Plugins/Add-Ons
  • Forecasting
  • Scheduling
  • Chat
  • Notifications
  • Multi-User
  • Contact Sharing
  • API
  • External Integrations

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:

  • 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 Tracking

  • Lead Scoring

  • Document Tracking

  • Team Analytics

  • Integrations

  • Email Automation

  • Email Optimization

  • Templates

  • Scheduling

  • Automation

Pricing:

  • Starting from: $25.00/month
  • Credit card required: N/A
  • Price: per user monthly, billed annually, with free trial.

Enterprise

$125.00
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

FREE

Free
Included in plan:
  • Email tracking
  • Click tracking
  • Download tracking
  • Document tracking
  • Per-page live statistics
  • Real-time notifications
  • Feed activity
  • Time saver suite

Pro Annually

$9.00
1 user(s) / month
Included in plan:
  • Unlimited email tracking
  • Unlimited document tracking
  • Unlimited per-page live statistics
  • Per-recipient trackings
  • CRM integration via auto BCC
  • Ad free
  • Time saver suite
  • Template analytics

Pro Monthly

$12.00
1 user(s) / month
Included in plan:
  • Unlimited email tracking
  • Unlimited document tracking
  • Unlimited per-page live statistics
  • Per-recipient trackings
  • CRM integration via auto BCC
  • Ad free
  • Time saver suite
  • Template analytics

Growth Monthly

$35.00
1 user(s) / month
Included in plan:
  • Everything in PRO plus:
  • Team analytics
  • Document viewer branding
  • Custom subdomain
  • Precise remarketing shot
  • Engagement hooks
  • Zapier integration
  • WebHooks & API integrations

Growth Annually

$26.00
1 user(s) / month
Included in plan:
  • Everything in PRO plus:
  • Team analytics
  • Document viewer branding
  • Custom subdomain
  • Precise remarketing shot
  • Engagement hooks
  • Zapier integration
  • WebHooks & API integrations

ULTIMATE


unlimited user(s) / month
Included in plan:
  • Everything in GROWTH plus:
  • Pipedrive integration
  • Salesforce integration
  • Auto follow-ups
  • Sequenсes
  • Advanced lead scoring
  • Content analytics
  • Outlook integration

GROWTH TEAM 5+ Annually

$19.00
1 user(s) / month
Included in plan:
  • Growth plan features included
  • The best fit for 5 users - $95

GROWTH TEAM 10+ Annually

$16.00
1 user(s) / month
Included in plan:
  • Growth plan features included
  • The best fit for 10 users - $160

GROWTH TEAM 20+ Annually

$14.00
1 user(s) / month
Included in plan:
  • Growth plan features included
  • The best fit for 20 users - $280

TEAM ULTIMATE


unlimited user(s) / month
Included in plan:
  • POWERFUL SALES MACHINE TO CONQUER THE WORLD
  • tailor-made solution for your team which matches directly the needs of your company

GROWTH TEAM 5+ Monthly

$25.00
1 user(s) / month
Included in plan:
  • Growth plan features included
  • The best fit for 5 users - $125

GROWTH TEAM 10+ Monthly

$22.00
1 user(s) / month
Included in plan:
  • Growth plan features included
  • The best fit for 10 users - $220

GROWTH TEAM 20+ Monthly

$19.00
1 user(s) / month
Included in plan:
  • Growth plan features included
  • The best fit for 20 users - $380

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:

    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 offer multi-user capability (e.g. teams)?
  • Yes, it does.

  • What platforms does this service support?
  • This is a Web App.

  • Does this service offer an API?
  • Yes, it does.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, it does.

  • What are some applications this service is commonly used in tandem with?
  • Gmail.

  • Does this service integrate with any other apps?
  • Yes, it can be integrated with CRMs.

  • What is this service generally used for?
  • Our service generally used for advanced email tracking (including document, clicks, downloads and website tracking), and lead scoring. Also, we provide our users with sales automation and other useful features for salespeople.

  • Who are the main user groups of this service?
  • Our product targets salespeople all over the world.

Publisher:

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

Publisher:

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

Publisher:

Founded:
-
Based in:
-
Employees:
2-10
Likes:
286
Followers:
34

Other:

Who uses Vortini
  • Enterprises
Desktop Platforms:
  • Web App
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:
French, Portuguese, English, Spanish, German
Regional Restrictions:
No restrictions.

Other:

Who uses Docsify
  • Personal
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.
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