Home/CRM Software/Salesinteract vs Pipeliner CRMUpdated on: March 28, 2024

Compare Salesinteract vs Pipeliner CRM

77% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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
Pipeliner CRM CRM Software (987 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 Remove
Zoho CRM
Zoho CRM CRM Software (4237 Ratings)
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77% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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

Pipeliner CRM

CRM Software (987 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 Remove
Zoho CRM

Zoho CRM

CRM Software (4237 Ratings)
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Overview

Summary

Salesinteract is a sales CRM (customer relationship management) software focussing on ease of use and interactiveness. Every user receives a dashboard where they can follow up tasks quickly and share presentations with their relations. There are push notifications for important alerts and events and the user’s relations also get their own dashboards where they can see the files and data shared with them. Salesinteract includes 1-on-1 communication functionalities and offers contact management with automated contact moment scheduling. Multiple users and team members can collaborate and contribute to the project. The product even features contact communication history, collaborated communication history, 10-gigabyte storage, and document tracking and many essential file types are supported. Reporting and analytics provide relevant metrics to the user in preferred layouts. Office 365 integration is provided and live support is accessible on their website. ..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

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

Amsterdam, Netherlands / +31 20 2410771

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

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

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

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

Salesinteract
$15 /User/Month

$15 per User per Month billed Monthly

Features

  • Full CMS
  • Manage Suspects
  • Manage Prospects
  • Manage Customers
  • Full Interaction
  • Smart Push Notifications
  • Unlimited Email Notifications
  • No Plugins needed
  • Daily backups
  • Attachement Tracking
  • Contact Communication History
  • Collaborated Communication History
  • Storage 10GB
  • Share Presentations and Documents
  • Document Tracking
  • Open Tracking
  • All Essential File Type Support
  • Free updates
  • Office 365 Integration
  • Dropbox, Google Drive, etc Integration
  • Reports and Analytics
  • Manage users: Unlimited
  • Manage Teams: Unlimited
  • Manage Managers
  • Live Chat
  • Live Support
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
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

SCREENSHOTS

Salesinteract Screenshots
View 4 screenshot(s)
Pipeliner CRM Screenshots
View 5 screenshot(s)
Zoho CRM Screenshots
View 13 screenshot(s)

INTEGRATIONS

    NA
  • Clearbit
  • Freshdesk
  • monday.com
  • Dropbox Business
  • Sage Intacct
  • Semrush
  • Google Forms
  • Google Drive
  • Wrike
  • Zapier
  • Shopify
  • Calendly
  • Freshbooks
  • Ethereum
  • Eventbrite
  • Leadfeeder
  • Slack
  • Box
  • Zoho Creator
  • Zoho SalesIQ
  • Google Sheets
  • Zoho Desk
  • Saasu
  • Zapier
  • ClickDesk
  • Zoho Sign
  • Zoho Projects
  • PieSync
  • Knowlarity
  • GotoMeeting
  • MailChimp
  • Adobe Sign
  • Zoho Expense
  • DocuSign
  • Constant Contact
  • Zoho Campaigns
  • GetResponse
  • Front
  • Dropbox Business
  • SurveyMonkey
  • Zoho Survey
  • QuoteWerks
  • Quickbooks
  • PandaDoc
  • Zoho Books
  • Zoom
  • Eventbrite
  • Xero
  • Zoho Forms
  • iQuoteXpress
  • Zoho Cliq
  • ActiveCampaign
  • RingCentral Office
  • Twilio Flex
  • Zoho Meeting
  • Zoho Billing
  • Unbounce
  • GoToWebinar
  • Google Drive
  • Proposify
  • Shopify
  • Zoho Social

ALTERNATIVES

Top alternatives to Salesinteract

Zoho CRM
Zoho CRM
Salesforce
Salesforce
Pipedrive CRM
Pipedrive CRM
SugarCRM
SugarCRM
Keap
Keap

Top alternatives to Pipeliner CRM

Microsoft Dynamics 365 for Sales
Microsoft Dynamics 365 for Sales
Pipeline CRM
Pipeline CRM
Salesforce
Salesforce
Zoho CRM
Zoho CRM
Pipedrive CRM
Pipedrive CRM