Salesforce vs Pipeliner CRM Comparison

Remove All	98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Salesforce CRM Software (7726 Ratings)	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 (987 Ratings)	91% 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 Freshsales CRM Software (1621 Ratings)	98% 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 Zoho CRM CRM Software (6128 Ratings)
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Remove All	98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove Salesforce CRM Software (7726 Ratings)	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 (987 Ratings)	91% 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 Freshsales CRM Software (1621 Ratings)	98% 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 Zoho CRM CRM Software (6128 Ratings)
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Overview

Summary

Salesforce is a futuristic Customer Relationship Management Software bringing companies and their customers together. The integrated software helps departments like commerce, marketing, sales and service to get a unified view of each client. Moreover, companies can also leverage on the particular to deliver amazing shopping experiences to individual buyers, automate time-consuming jobs, assure quick resolution to queries raised from the customers front and strategise personalised marketing schemes. The solution serves organisations scattered across industries like retail, automotive, higher education, public sector, media, communication, hospitality and transportation, nonprofit and more. With Salesforce, organisations get the advantage of joining the 150,000+ like-minded companies where they can find a massive community of experts ready to help in their company’s growth, besides offering an estimate of their Return on Investment (ROI). Lastly, AI technology equipped chatbot (Einstein) within the software helps companies reassess past interactions with individual clients and better understand raised queries. ..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

Freshsales, also known as Freshworks CRM, is a cloud-based customer relationship management (CRM) tool that can help businesses grow their revenue through context-driven sales. This highly-rated CRM can help businesses close deals faster, improve seller effectiveness, reduce IT complexity, streamline the sales process, generate new opportunities, and much more. Some of the top features of Freshsales include sales lead tracking, sales management, event tracking, one-click phone, personalized bulk emails, email prioritization, AI-powered chatbots, customizable web forms, page visit tracking, visitor intent tracking, activity timeline, predictive contact scoring, deal insights, third-party integrations, dynamic forecasting, 360° customer view, automated sales campaigns, etc. ..show more

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. ..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

San Francisco, California / +1 800-667-6389

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

San Mateo, California / +1 650-513-0514

Pleasanton, California - 94588 / +1 877-834-4428

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 Suite $25 /User/Month Billed Yearly The simple CRM suite with marketing, sales, and service. Features Simplified Setup & Onboarding Lead, Account, Contact & Opportunity Management Email Integration & Automated Activity Capture Professional $80 /User/Month Billed Yearly The CRM for sales. Features Forecast Management Customizable Reports & Dashboards Quoting & Contracting Enterprise $165 /User/Month Billed Yearly The CRM for sales with more flexibility and web API. Features Includes features of Professional plan, plus Advanced Pipeline Management & Deal Insights Territory Management & Planning Workflow & Approvals Automation Unlimited $330 /User/Month Billed Yearly The CRM for sales with full suite of AI, automation, and developer support built-in. Features Includes features of Enterprise plan, plus Advanced Automation & Sales Engagement Predictive & Generative AI Premier Success Plan & Full Sandbox Unlimited+ $500 /User/Month Billed Yearly The best of Salesforce for Sales. Features Includes features of Unlimited plan, plus Performance Management, Enablement and Team Collaboration with Slack Connect Salesforce and External Data with Data Cloud and Revenue Intelligence View Price Page	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	Free Free For Upto 3 Users Features Kanban View for Contacts, Accounts, and Deals Contact Lifecycle Stages Built-in Chat, Email, & Phone Email Templates Custom Fields Sales Dashboard Mobile App 24x5 Support Growth Others ₹1,199 Per User Per Month Billed Monthly ₹999 Per User Per Month Billed Yearly Features Includes features of Free plan, plus AI-powered Contact Scoring Sales Sequences Workflows Custom Sales Activities Product Catalog 1 CPQ License Add-On : Freshbots: ₹7,999 for 1000 Freshbots sessions Buy additional Freshbots session packs to engage with customers across channels seamlessly Chatbots are available on all plans. All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session. The validity of the sessions purchased aligns with your payment cycle. CPQ (Beta): ₹1,299 Per User Per Month Rich document builder Built-in eSignature Accurate quote generation Pro Others ₹3,399 Per User Per Month Billed Monthly ₹2,799 Per User Per Month Billed Yearly Features Includes features of Growth plan, plus Multiple Sales Pipelines Time-based Workflows Auto-assignment Rules for Contacts, Accounts, Deals Sales Teams & Territory Management AI-powered Deal Insights & Next Best Action Add-On : Freshbots: ₹7,999 for 1000 Freshbots sessions Buy additional Freshbots session packs to engage with customers across channels seamlessly Chatbots are available on all plans. All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session. The validity of the sessions purchased aligns with your payment cycle. CPQ (Beta): ₹1,299 Per User Per Month Rich document builder Built-in eSignature Accurate quote generation Enterprise Others ₹5,999 Per User Per Month Billed Monthly ₹4,999 Per User Per Month Billed Yearly Features Includes features of Pro plan, plus Custom Modules AI-based Forecasting Insights Audit Logs Field-level Permissions Dedicated Account Manager Sandbox Add-On : Freshbots: ₹7,999 for 1000 Freshbots sessions Buy additional Freshbots session packs to engage with customers across channels seamlessly Chatbots are available on all plans. All interactions between an end-user and a chatbot within 24 hours are counted as 1 bot session. The validity of the sessions purchased aligns with your payment cycle. CPQ (Beta): ₹1,299 Per User Per Month Rich document builder Built-in eSignature Accurate quote generation View Price Page	Standard $20 /User/Month Automate and optimize your sales cycle Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Automation and Process Management Workflow rules Email notifications Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Marketing Automation Email templates Email authentication Mass email Social profile integration Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Professional $35 /User/Month Improve customer acquisition and accelerate growth Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Enterprise $50 /User/Month Manage global CX operations with the complete CRM Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Record approval process Data review process Custom functions CommandCenter Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Custom modules Custom buttons Page layouts Translations Developer sandbox Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Advanced dashboard components Anomaly detectors Webform analytics Artifical Intelligence Data enrichment Prediction AI sales forecasting Anomaly detection Recommendation AI analytics Communication Image validation Conversational AI Email intelligence Conversation intelligence Voice of the Customer Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Attribution Segmentation Auto-responders Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Reporting hierarchy Record-level sharing Territory management Data encryption Lite users add-on Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly) Ultimate $65 /User/Month Scale exponentially with dedicated BI capabilities Features Sales Force Automation Basic modules Tasks, calls, events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies Macros SalesSignals Assignment rules Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals Automation and Process Management Workflow rules Email notifications Blueprint Webhooks Record approval process Data review process Custom functions CommandCenter Product Customization Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups Validation rules Custom modules Custom buttons Page layouts Translations Developer sandbox Reports and Analytics Predefined reports Predefined dashboards Custom reports and dashboards (Limited) Basic dashboard components Analytics mobile app Custom reports and dashboards (Unlimited) Advanced dashboard components Anomaly detectors Webform analytics Zoho Analytics Artifical Intelligence Data enrichment Prediction AI sales forecasting Anomaly detection Recommendation AI analytics Communication Image validation Conversational AI Email intelligence Conversation intelligence Voice of the Customer Marketing Automation Email templates Email authentication Mass email Social profile integration Email relay CRM for Google Ads Attribution Segmentation Auto-responders Security Profiles Role-based hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction Field-level security Reporting hierarchy Record-level sharing Territory management Data encryption Lite users add-on Lite users: Available for orgs with minimum 25 regular user licenses - $15 per user per month billed Monthly ($12 per user per month billed Yearly) CRM Plus $69 /User/Month Unify sales, service, and marketing on one platform Features Eight apps, all features included Users have access to all apps Fully integrated CRM Flex $14 /User/Month billed Yearly Build a custom sales, service, and marketing bundle Features Select the apps you need Select editions and users for each app Fully integrated View Price Page