Pipeliner CRM vs Odoo CRM Comparison

Remove All ADD PRODUCT Pipeliner CRM Odoo CRM Pipedrive CRM	92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Pipeliner CRM CRM Software (966 Ratings)	90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Odoo CRM CRM Software (25 Ratings)	95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Pipedrive CRM CRM Software (6249 Ratings)
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ADD PRODUCT	92% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Pipeliner CRM CRM Software (966 Ratings)	90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Odoo CRM CRM Software (25 Ratings)	95% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Pipedrive CRM CRM Software (6249 Ratings)
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Overview

Summary

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

Odoo CRM is an advanced CRM software that helps businesses with their sales opportunity enhancement and organisational efficiency management. Insights provided by the same help companies make smarter decisions in real-time, allowing users to create custom dashboards of their own and get access to quick information at a glance. Apart from that, detailed reports and flow charts are also available with the platform facilitating deeper data insights and real-time sharing protocols with fellow team members. Odoo CRM allows businesses to schedule activities based on sales scripts, inclusive of meetings, calls, quotations and mailing. Moreover, they can also gather required information about mail received, website, pages viewed, etc. For supervisors, a real-time overview of integrated performances, scheduled activities and team-based actions are of great help. At last, companies can also depend on the same to find out how they have performed as compared to pre-scheduled monthly targets. ..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

Features

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

TECHNICAL DETAILS

Access Monitoring
24/7 (Live rep)
Business Hours
Online

Contact Number/Address

Los Angeles, California / +1-888-843-6699

Auderghem, Brussels / +32 2 290 34 90

New York, NY

API

Deployment
SaaS/Web/Cloud
Mobile - Android
Mobile - iOS
Installed - Windows
Installed - Mac

Customers
Individuals
Freelancers
Large Enterprises
Medium Business
Small Business

Pricing

Pricing Model
Free Trial
Freemium
One-time license
Open-source
Subscription
Quotation Based

Plans
	Starter $65 /User/Month Billed Yearly Basic sales management, tracking and collaboration – minimum 3 users. Features Key Account Management Account Management Contact Management Visual Opportunity and Lead Buying Center Account Health (Paid) Unlimited Account and Contacts Import accounts and Contact from CSV Files Custom Template Docs (Office 365 and Google Docs) Custom Template Spreadsheets (Office 365 and Google Docs) Notes Management Unlimited leads and Opportunites Oppotunity and Lead pipeline view Opportunity, Lead, Account, Contact, and Activity List View Opportunity, Lead, Account and Contact Compact View Opportunity, Lead, Account & Contact Map View Dynamic Velocity View Dynamic Target Views Target Multiple KPIs Custom Profile Views Calling Integration (over Mobile) Custom Template Docs (Office 365 and Google Docs) Custom Template Spreadsheets (Office 365 and Google Docs) Salesforce Automation Custom Activities per Pipeline Stages (Sales Activities) Visual Opportunity and Lead Buying Center Lead Management Opportunity Management Quote Version Management (Paid) Email Automation Email Integration Approvals Processes (Paid) Reporting Engine Standard Table Reports Pivot Table Reports Custom Dashboards Project Engine Multiple Custom Projects (Paid) Gantt View (Paid) Objective View (Paid) Communications and Activites Online Forms (Paid) Document Management Advanced Document Management (Paid) Reminders Feeds (Built-in Internal Messaging) AI Email Assistant Email Sequencing (Paid) Email Personalization Customizable Email Templates (Text & HTML) Mass Email Tracking Calling & Text Messages Appointment Scheduler (Paid) Task Management Appointment Management Unlimited Tasks & Appointments Task and Appointment Calendar View Recurring Tasks Workflow Automation Automatizer (Paid) Backend Functions & Administration Custom Entities (Paid) Bulk Ownership Updates Import Accounts & Contacts from CSV files Import open Leads & Opportunities from CSV files Export Accounts/Contacts to Excel/CSV Export Leads/Opportunities to Excel/CSV Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities Merge Contact & Accounts Custom Pipeline Stages Custom Fields for Opportunity, Lead, Account and Contact Form Custom Standard Fields for Products Unlimited Custom Fields Custom Field Description/User Hint Custom Web Resource Fields Custom Fields Calculations Custom Fields Validation Rules Custom Fields Pick-Lists Custom Fields Dynamic Dropdowns Custom Fields Auto-Number Fields Custom Products and Services Catalog Multiple Custom Pipelines Custom Fields per Pipeline Stages (Sales Actions) Custom Business Units Custom Record Preview Multiple Form Views SSL Encryption Encryption at Rest GDPR Compliance 30 MB Attachment Limits Attachment Type Restrictions Email Domain Restrictions Daily Database Backups 2-factor Authentication Application Integration Automation Hub Integration Microsoft Integration Office 365 Automatic Email Sync Office 365 Inbox Add-In for Outlook Contacts Sync to Outlook (Office 365) Tasks Sync to Outlook (Office 365) Appointments Sync to Outlook (Office 365) Send and Track Emails directly from PL (Office 365) Mass Email Tracking (Office 365) Customizable Email Templates (Office 365) Custom Word and Excel Templates Save Email Attachments to Pipeliner Records Google Suite Integrations Gmail Automatic Email Sync Chrome Extension: Gmail Inbox App Google Contacts Sync Google Tasks Sync Google Appointments Sync Send and Track Emails directly from PL (Gmail) Mass Email Tracking (Gmail) Customizable Email Templates (Gmail) Chrome Extension: Web Clipper Custom Google Doc and Google Sheets Templates Save Email Attachments to Pipeliner Records Google Drive Integration Add-ons Business Card Scanner (Paid) Geolocation (Paid) Autoprofiler (Paid) Mobile App Mobile Apps (iOS and Android) Calling Integration (over Mobile) Education and Technical Support In app Product Tours In app, context sensitive Help Extensive, searchable Knowledge Base YouTube Videos Online Chat (8×5) Email Technical Support (8×5) Back-up export › (script executed on demand)* Professional Services* Admin Training (Online course)* Note : * All asterisked services are an additional chargeable option Some of these services are an additional chargeable option API Call limits per month (Starter API not available, Business 100k calls, Enterprise 150k calls, Unlimited 350K Calls) * Automatizer processes per month (Starter and Business have Automatizer not available, Enterprise 25 processes with not more than 10,000 runs, Unlimited 100 processes with not more than 100,000 runs) Business $85 /User/Month Billed Yearly Full CRM functionality, customization and unique productivity features. Features Includes features of Starter plan, plus Account Hierarchy Account Relationship Mapping Contact Relationship Mapping Visual Account and Contact Org Chart Account Matrix View Navigator Dashboard Opportunity and Lead Archive View Multiple Currencies Opportunity Bubble Chart View In-App Notifications Forecasts & Quotas Insights Tasks Board View Appointment Timezone Checker Activities 1-to-Many to Any Custom User Roles and Permissions Custom Accounts Relations Custom Standard Fields for Activities Custom Activity Types API Call Limits* Assigned Account Manager Onboarding Consultancy and Customization* Workflow/Automation Consultancy* User Training (Web Sessions with Pipeliner Trainer)* Manager Training (Web Sessions with Pipeliner Trainer)* Admin Training (Web Sessions with Pipeliner Trainer)* Standard Data Import from CSV* Custom Data Migration* Note : * All asterisked services are an additional chargeable option Some of these services are an additional chargeable option API Call limits per month (Starter API not available, Business 100k calls, Enterprise 150k calls, Unlimited 350K Calls) * Automatizer processes per month (Starter and Business have Automatizer not available, Enterprise 25 processes with not more than 10,000 runs, Unlimited 100 processes with not more than 100,000 runs) Enterprise $115 /User/Month Billed Yearly Full CRM functionality with advanced reporting, customization and services. Features** includes features of Business plan, plus Company Emails Advanced Reports Scheduled Reports Audit Automatizer Custom Fields Field Permissions Multiple Form Views Lookup Field Rollup Field Audit Log Sandbox Environment* Single Sign-On (SAML 2.0) SharePoint Integration Prioritized Technical Support* Pipeliner Quarterly Review Onsite Training* Note : * All asterisked services are an additional chargeable option Some of these services are an additional chargeable option API Call limits per month (Starter API not available, Business 100k calls, Enterprise 150k calls, Unlimited 350K Calls) * Automatizer processes per month (Starter and Business have Automatizer not available, Enterprise 25 processes with not more than 10,000 runs, Unlimited 100 processes with not more than 100,000 runs) Unlimited $150 /User/Month Billed Yearly Advanced CRM functionality including advanced features Features Includes features of Enterprise plan, plus Whitespace Account Health Account Plans Quote Version Management Approvals Processes Multiple Custom Projects Gantt View Objective View Online Forms Advanced Document Management Email Sequencing Appointment Scheduler Custom Entities Note :** * All asterisked services are an additional chargeable option Some of these services are an additional chargeable option API Call limits per month (Starter API not available, Business 100k calls, Enterprise 150k calls, Unlimited 350K Calls) *** Automatizer processes per month (Starter and Business have Automatizer not available, Enterprise 25 processes with not more than 10,000 runs, Unlimited 100 processes with not more than 100,000 runs) View Price Page	One App Free For one app only, unlimited users Odoo Online Features Get the insights to make smarter decisions Design custom dashboards Real-time reports and flow charts Real-time messaging to enhance collaboration Unlimited support, hosting and maintenance Standard $31.1 /Month Standard plans include all apps for a single fee: Sales Marketing Sign Website Accounting CRM Inventory HR Project POS Features Get the insights to make smarter decisions Design custom dashboards Real-time reports and flow charts Real-time messaging to enhance collaboration Unlimited support, hosting and maintenance Custom $46.8 /Month Custom plans include all apps for a single fee: Sales Marketing Sign Website Accounting CRM Inventory HR Project POS Features Get the insights to make smarter decisions Design custom dashboards Real-time reports and flow charts Real-time messaging to enhance collaboration Unlimited support, hosting and maintenance View Price Page	Essential $24 /User/Month Get organized and set up simple sales processes quickly Features Lead, deal, contact, calendar, and pipeline management Seamless data import and 400+ integrations Advanced $39 /User/Month Never miss the next step with easy-to-use email and automations Features Includes features of Essential plan, plus Full email sync with templates, open and click tracking, and group emailing Automation builder, including email sequences Meeting, email, and video call scheduling Professional $64 /User/Month Optimize performance with more customizations and reporting Features Includes features of Advanced plan, plus Streamlined lead routing and account access controls for teams Document and contract management with e-signatures Revenue forecasts and deeper reporting capabilities Extra deal and field customization options Power $79 /User/Month Empower larger teams with flexible collaboration and support Features Includes features of Professional plan, plus Project planning, tracking, and delivery Phone support Scalable control of account permissions and visibilities Ideal for increasingly busy pipelines and complex team structures Enterprise $129 /User/Month Experience Pipedrive without limits and have ultimate peace of mind Features Includes features of Power plan, plus Enhanced security preferences Complete access to all features Unlimited reports and customizations Double the number of automations per seat View Price Page

Compare Pipeliner CRM vs Odoo CRM

Pipeliner CRM

Odoo CRM

Pipedrive CRM

Overview

Features

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES