Compare Eezyy CRM vs Pipeliner CRM

Summary

Eezyy CRM is a tool to help users manage their small or medium-sized businesses better. It helps users manage all employees, leads, employee daily timesheet, existing clients, invoices, support systems, and task management as well. Finances activities, including those of income and expenses and multiple bank accounts, can also be managed. Eezyy CRM even offers extensive customization capabilities that enable users to mold the platform according to their requirements. Some of its primary features include lead management, lead capture and pipeline, and subscriber management. With dedicated sales-related capabilities, users can boost conversion rates of their campaigns. Unlimited users of different user roles and departments can be added. Reporting tools are also present on the software and there are tutorials on the website for helping users get started. Although users can set up the CRM on their own, they can also avail dedicated support services. ..show more

Pipeliner is a CRM designed especially for sales. It has a sales friendly interface and a built-in automation engine. The software offers uniform navigation to users, and every screen is logically organized to keep the user-focused. Users have an option to customize views if they don't like the default view. Users don't need to be from a technical background to use the software as admin. Anyone can administer the software and require no separate training or certification. The Pipeliner comes with instant dynamic visualized reporting, which lets users generate reports from anywhere in the system. Users can generate standard, pivot, and even advanced business intelligence reports. It also offers performance dashboard reports. The tool enables users to point and click interfaces to build processes, automate routine tasks, and increase efficiency. The software offers third party integration. The software is also available in the form of a mobile app, which increases users' efficiency and productivity. They can scan business cards and make voice to text notes effectively with the assistance of the tool. ..show more

Maximize their sales potential with monday sales CRM by monday.com, an innovative sales platform where customization meets efficiency no coding required. Ideal for the dynamic sales professional aiming to transcend traditional CRM boundaries, this tool empowers them to convert ideas and meetings into immediate, actionable tasks, propelling deal advancement with exceptional speed. Harness the power of AI-driven smart email templates that assure impactful correspondence, ensuring them strike the perfect tone with every client interaction. With monday sales CRM's intuitive design, them can effortlessly personalize their CRM experience to suit their unique workflow. The platform’s versatility allows for full customization; edit deal stages, introduce unlimited columns, and manage multiple pipelines simultaneously, tailoring the experience entirely to their business needs. The ability to adapt quickly and efficiently in the ever-evolving sales landscape is paramount, and monday sales CRM places that capability squarely in their hands. Whether you’re a solo entrepreneur or part of a bustling sales team, they’ll find that each feature within monday sales CRM is designed to streamline their process and make their job easier. Step into a world of organized, personalized, and smarter sales management with monday sales CRM. Take charge of their sales strategy and witness their productivity soar as every lead and deal is managed with precision and agility. It's more than just a CRM; it's their partner in sales success. ..show more

Pipedrive revolutionizes the sales process by providing a comprehensive platform that lets to track the sales pipeline, manage leads, and automate tasks all in one place. This high-powered tool ensures that never miss a follow-up and that focus is always on the right leads with its automated sales conversation capabilities. Real-time sales reports deliver insights directly to the fingertips, offering full transparency into the nuanced dynamics of the sales funnel. With Pipedrive, equipped with superior forecasting, explicit goal-setting, team monitoring, and advanced sales metrics tools that empower to make data-driven decisions swiftly and with confidence. The kanban-style dashboard is not just visually intuitive but also matches each step of the buyer's journey, allowing to seamlessly adjust the pipelines in alignment with deal progression, while timely notifications keep on top of follow-ups. Integration with essential apps streamlines the workflow, while importing data from spreadsheets or other software is a breeze, ensuring a smooth transition. With Pipedrive, not just managing a pipeline; are overseeing a seamlessly integrated sales ecosystem, where linking products or services to deals is simple, giving the leverage to navigate negotiations effectively and paint the bigger picture of the business achievements. ..show more

AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork

Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services

Customization Helps to customize the system for use in industry-specific use cases

Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Document Management Ability to store and manage various information and documents in electronic format.

IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis

Lead Management A systemized and organized way of managing all your leads and their conversation.

Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.

List Management Enables management of multiple lists and communications with them

Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI

Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity

Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms

Referral Tracking Track and manage your referred customers.

Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Sales Force Automation Streamlined management of the sales cycle from lead to close

Territory Management Helps to assign, manage sales territories and conveniently track their progress

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Top alternatives to Eezyy CRM

Zoho CRM

Salesforce

Pipedrive CRM

SugarCRM

Keap

Top alternatives to Pipeliner CRM

Microsoft Dynamics 365 for Sales

Pipeline CRM

Salesforce

Zoho CRM

Pipedrive CRM