PipelineDeals vs Pipeliner CRM

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Our analysts compared PipelineDeals vs Pipeliner CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

PipelineDeals Software Tool

Product Basics

Designed to serve small and midsize businesses, PipelineDeals is equipped with sales-focused features, enabling sales teams to automate redundant tasks and nurture relationships with customers. With an intuitive user interface, it helps set up scalable processes, resulting in improved productivity and increased profitability.

Deal management and sales acceleration tools expedite the sales cycle, and help set and track targets. A sales dashboard offers a 360-degree view of performance status, while lead management capabilities help streamline lead generation and nurturing. Customizations ensure enhanced experience and expanded functionality.
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Pipeliner CRM is a visually oriented customer relationship management solution that stands out for its intuitive interface and feature set. The platform excels in customization, allowing businesses to tailor the CRM to their specific needs without requiring extensive technical knowledge.

Key features include reporting tools, mobile functionality through native iOS and Android apps, and team collaboration capabilities. Pipeliner is well-suited for small to large-sized businesses and sales teams that value visual data representation and ease of use. It can accommodate various industries and use cases, from basic sales tracking to complex, multi-stage sales processes.

User reviews highlight Pipeliner's visual pipeline management as a major strength. Many appreciate the minimal training required to get started with the platform. However, some users have noted challenges with integrations and expressed concerns about pricing relative to available features.

It offers four pricing tiers, ranging from $65 to $150 per user per month when billed annually. The Starter plan, suitable for small teams, requires a minimum of three users. The Enterprise plan at $115 per user per month is the most popular option, offering advanced reporting and customization features.

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$29 Annual, monthly, quote-based
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$65/User. Monthly
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • Improves Business Outcomes: Get detailed visibility into customer accounts to nurture relationships, recognize upsell opportunities and grow business. Also, manage project details, key deliverables, deadlines and milestones. 
  • Supports Collaboration: Team-centric accounts enable knowledge transfer across teams, ensuring collaborative strategizing. 
  • Grants Full Pipeline Control: Track multiple sales workflows accurately, gain control of pipelines with visual reporting, track each deal's progress and view activities in real time using a visual sales pipeline. Map, record and see every stage of a sale using these details. 
  • Streamlines Lead Management: Gain efficiency by having all the information required to track the progress of each lead. Facilitate better communication, faster responses, sharing of real-time updates with team members and customizable status tracking. 
  • Optimizes Selling: Maximize pipeline opportunities with the ability to see when leads are at risk and know which items are most important to prioritize. Make informed business decisions with this visibility. 
  • Enables Efficient Sales Processes: Guide sales reps and set objectives for them using team management tools. Eliminate delays, confusion and redundancy by designing a framework for collaborative sales efforts and organizing the collective knowledge of the team.  
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  • Market Leader: According to our research, Pipeliner CRM stands out as the top solution, outperforming competitors like Zoho and Salesforce. With an impressive analyst rating of 88 and a user satisfaction rating of 94%, it delivers functionalities that serve diverse business needs.
  • Enhance Team Collaboration: Our analysts ranked Pipeliner CRM as the top choice for team collaboration. It promotes seamless communication between marketing, sales and operations. The “Feeds” feature acts as a shared workspace, providing a complete history of communications for teams.
  • Boost Client Communication: Pipeliner CRM scored 100 in our analysis for its text messaging capabilities. You can reach contacts individually or in bulk and create custom "Feeds Profiles" to display only text messages.
  • Optimize Partner Management: Pipeliner received a perfect 100 for its partner scorecard tool in our analysis. You can assess partner performance, identify improvement areas and measure contributions using customizable scorecards.
  • Simplify Contract Lifecycle: You can create contracts manually or automatically based on orders and effortlessly track contract details and amendment history. This improves visibility into contractual obligations over time.
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  • Automation: Sales reps can free up time to engage leads across multiple channels and increase sales by adding efficient workflows. With suggested next steps and activity reminders, they can focus on the most valuable tasks. It’s also possible to share progress reports across teams as leads move through the pipeline leading to closed deals. 
  • Reporting: Actively measure business health through data-driven reports that are shareable across teams. Comparison charts show which team members and lead types bring in the most revenue, as well as the success of business deals over the lifecycle. Track team performance, types of deals acquired and custom data points. 
  • Email Sync: Save time and streamline workflows by managing emails in the sales pipeline. A complete history of sales communication is viewable in an easy-to-filter place so that fewer deals are missed out on. 
  • Mobile App: Manage sales pipeline while on the go using Android and iOS apps. Sales-focused features include: 
    • Smart search
    • Talk-to-text records
    • Real-time notifications
    • Tasks and calendars
    • One-click activity notes
    • A mobile business card scanner
    • Nearby geolocation
  • SuperShare: Enhance productivity and enable faster deal closing by letting users collaborate from the dashboard in real time and add activities to deals. Grant access and share deals with outside partners. 
  • Customization:  Boost the sales process by customizing details based on unique business needs. Customize field names, choose which data to see first, assign permissions to team members, prioritize important customer details and use templates. The system color and theme can also be changed to match company branding. 
  • Integrations: Integrates with popular software including Mailchimp, Google apps, Outlook, Excel, QuickBooks, Zapier, Paycove, Help Scout, ActiveDemand and more. 
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  • Lead Tracking and Prioritization: Pipeliner CRM excels in tracking sales leads using pipelines, helping you identify which clients to prioritize. This feature provides a clear visual representation of the sales process.
  • Automation: The platform helps ensure timely follow-ups and simplify repetitive tasks. This helps your sales teams maintain consistent communication without the risk of overlooking important touchpoints.
  • Voice Caller Integration: You can initiate calls directly from the Pipeliner cloud web application. The calling widget displays the dialed number and reminds users of their outgoing number, improving call management.
  • Custom Reports: Pipeliner CRM scored a perfect 100 for its reporting facility. There are three main types of reports: Standard Table, Pivot Table and Advanced Table. Each type offers data analysis and visualization, with options to embed charts on dashboards.
  • Opportunity Creation and Pipeline Management: The platform enables easy creation and tracking of opportunities using a pipeline view. It allows you to move opportunities through sales stages, with optional or mandatory tasks and activities for each stage.
  • Sales Pipeline / Kanban View: Pipeliner organizes opportunities in a Kanban board, offering visibility across all stages in a single view. This helps your team quickly assess the status of all opportunities.
  • Native iOS and Android Apps: The mobile apps offer features like a Notification Center, Document Scanner and Business Card Scanner. You can view accounts and contacts on maps, create new records using their current location, and perform various actions on the go.
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Product Ranking

#36

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#25

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CRM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Pipeliner CRM
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 89 91 100 80 82 91 100 71 73 100 88 99 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 1475 reviews
Excellent User Sentiment 790 reviews
87%
of users recommend this product

PipelineDeals has a 'great' User Satisfaction Rating of 87% when considering 1475 user reviews from 5 recognized software review sites.

93%
of users recommend this product

Pipeliner CRM has a 'excellent' User Satisfaction Rating of 93% when considering 790 user reviews from 5 recognized software review sites.

5.0 (14)
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4.3 (842)
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Awards

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SelectHub research analysts have evaluated Pipeliner CRM and concluded it deserves the award for the Best Overall CRM Software available today and earns best-in-class honors for Opportunity Management, Sales Performance Management and Team Collaboration. Pipeliner CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Analysts' Pick Award
User Favorite Award
Opportunity Management Award
Sales Performance Management Award
Team Collaboration Award

Synopsis of User Ratings and Reviews

Ease of Use: The system is simple to navigate and user-friendly, as observed by 97% of reviewers who mention usability.
Organized Data: According to 95% of reviewers who talk about this feature, it’s easy to look for information about deals, companies, clients and more very quickly in a centralized place.
Deal Management: This feature helps organize deals, track clients, make notes, manage priorities, and offers immediate view of deal status and reminders for timely follow-up, as observed by every user referencing it.
Customization: It’s easy to customize, according to more than 85% of reviewers who talk about this feature.
Customer Support: The support team is helpful and responds quickly, according to 92% of reviewers mentioning the aspect.
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Visual Pipeline Management: Users appreciated Pipeliner's visual pipeline feature, which provides a clear overview of all critical data points.
Ease of Use: The platform is user-friendly and requires minimal training to get started.
Customizable Features: Pipeliner offers extensive customization options, allowing users to mold the software to their exact needs and easily adjust as their business evolves.
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Technical Glitches: Every user mentioning this aspect noted the platform has issues with contact deletion, sifting through older notes and more.
Interface: The interface is unappealing and needs improvement, as noted by 75% of reviewers.
Search: Every user referencing search felt the process isn’t effective, as accurate results aren’t displayed even when using exact titles.
Slow Loading: Every user talking about this aspect noted the system becomes slow or tends to hang at times, such as when switching pages.
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Limited Integrations: Users mentioned challenges with integrating Pipeliner with other business apps.
Pricing: Some users expressed concerns about the pricing, saying they expected more features for the price point.
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Equipped with sales-focused features, PipelineDeals enables sales teams to automate redundant tasks and nurture relationships with customers. The system is easy to navigate and customize, and the support team is very responsive, as noted by most reviewers. It also helps manage deals and client information efficiently. However, it suffers from technical glitches, and tends to hang at times. Reviews also observed that the search process isn’t accurate and that the interface needs improvement. Overall, the system is a good fit for small and mid-sized businesses looking for efficient deal management.

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Through our thorough analysis and tests, we've found Pipeliner CRM to be a reliable and user-friendly solution that stands out in several key areas. Its visual approach to pipeline management makes it easy to track and manage sales opportunities at a glance. We were particularly impressed by how intuitive the interface is — you can get up and running quickly without extensive training.Pipeliner's customization capabilities let you tailor fields, create custom modules or design specific workflows, adapting to your business needs effortlessly. The mobile apps for iOS and Android are also noteworthy, offering full functionality on the go.Pipeliner excels in promoting team collaboration, with features like the “Feeds” that keep everyone on the same page. The reporting tools are comprehensive, allowing for detailed insights into your sales processes.However, it's worth noting that some users have reported challenges with integrations. While Pipeliner likely offers integration options, they may not be as extensive as some other CRMs in the market, like Zoho, Salesforce or Hubspot. Additionally, a few users felt the pricing was on the higher side for the features offered.All around, Pipeliner CRM is well-suited for organizations that value a clear, visual representation of their sales pipeline and need a system that can grow and adapt to their business. While it offers many advantages, potential users should consider their specific integration needs and budget constraints when evaluating the software.

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