Pipeliner CRM Pricing

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)

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)

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)

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)

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