17hats vs Pipeliner CRM

Likelihood to Recommend

I think it's great for businesses who offer monthly services and want to automate their invoicing. Even for businesses who offer one-off services as well.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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Pipeliner CRM is amazingly flexible to your business model. For example, in addition to tracking movement of leads through your sales pipeline, Pipeliner CRM can be used to track internal processes, like RFQ and RFPs through your organization. It's highly adaptable across your organization.

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Babette Ten Haken

Founder & President

Sales Aerobics for Engineers(R), LLCProfessional Training & Coaching, 1-10 employees

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Feature Rating Comparison

17hats

Pipeliner CRM

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

17hats

Pipeliner CRM

Case management

Call center management

Help desk management

17hats

Pipeliner CRM

Lead management

Email marketing

17hats

Pipeliner CRM

Task management

Billing and invoicing management

Reporting

17hats

Pipeliner CRM

Custom fields

Custom objects

Scripting environment

API for custom integration

17hats

Pipeliner CRM

Single sign-on capability

Role-based user permissions

17hats

Pipeliner CRM

Marketing automation

Compensation management

17hats

Pipeliner CRM

Mobile access

17hats

Pipeliner CRM

Forecasting

Pipeline visualization

Customizable reports

17hats

Pipeliner CRM

Social data

Social engagement

Pros

Invoicing
Creating online questionnaire

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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Pipeliner CRM manages our contacts so well.
Pipeliner CRM helps us to make voice to text note and also helps us to scan client's business cards.
Pipeliner CRM manages our sales process from one end to another.
Pipeliner CRM helps us to create perfect report and good invoices.

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Simon Tarh

Chief Operating Officer

HIKLASS BRAND AND ADVERTISING AGENCYMarketing & Advertising, 1-10 employees

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Cons

Cheaper credit card charges
Ability to tweak their questionnaires a bit more

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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Our integration from Salesforce.com was a little challenging and we experienced some slow speeds, but much of that was due to the large number of records we were bringing in. In addition, we did not hire Pipeliner support to help us. We did it on our own. Those issues have all been resolved.

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Lori Grass

Vice President of Sales

Right On InteractiveComputer Software, 11-50 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

Pipeliner CRM 9.1

Based on 1 answer

Currently the company is using the Pipeliner CRM because we believe it is a tool that puts the customer as the main focus of business processes in order to understand and anticipate their needs, and then serve them in the best way.

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Paulo Castello

CEO & Fundador

Fhinck - Business SolutionsInformation Technology and Services, 1-10 employees

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Support Rating

17hats 8.0

Based on 1 answer

It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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No score

No answers yet

No answers on this topic

Alternatives Considered

No answers on this topic

It is better than Pipedrive since its features are more advanced than Pipedrive. Pipeliner has a better mobile app and its features are great to use.

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Hamza Naeem

Business Manager

Commtel DigitalMarketing and Advertising, 51-200 employees

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Return on Investment

ROI - Saves me time on creating invoices and questionnaires.

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Marli Espinales

Internet Marketing Director and Consultant

Clicc Media IncMarketing and Advertising, 1-10 employees

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As a VisualCRM tool, our clients sales teams seem to accelerate their deal closes.
The visual tools allow those "no good deals" to be spotted and resource usage limited.
A great tool to manage those "pipelines" within the company. A pipe is really a series of actions that constitute a planned result.

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Randy Tucker

President / CTO

TeamAutomationInformation Technology and Services, 1-10 employees

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Pricing Details

General

Free Trial

—

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

17hats Editions & Modules

—

Additional Pricing Details

—

General

Free Trial

Yes

Free/Freemium Version

Yes

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

No

Pipeliner CRM Editions & Modules

On-premise Edition

BUSINESS - Full CRM functionality, customization and unique productivity features	$65.00¹
Business STARTER - Basic sales management, tracking and collaboration	$35.00¹
ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services	$85.00²

Per User per Month
Per User per month

SaaS Edition

Essentials - Basic sales management, tracking and collaboration	$35.00¹
Professional - Full CRM functionality, customization and unique productivity features	$65.00¹
ENTERPRISE - Full enterprise CRM functionality with advanced reporting, advanced customization, integrations and services	$85.00¹

Per user, per month

Additional Pricing Details

—

Rating Summary

17hats

Pipeliner CRM

17hats

Pipeliner CRM

17hats

Pipeliner CRM

Likelihood to Recommend

17hats

Pipeliner CRM

Feature Rating Comparison

Customer data management / contact management

Workflow management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Territory management

Opportunity management

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Marketing automation

Compensation management

Mobile access

Forecasting

Pipeline visualization

Customizable reports

Social data

Social engagement

Pros

17hats

Pipeliner CRM

Cons

17hats

Pipeliner CRM

Likelihood to Renew

17hats

Pipeliner CRM

Support Rating

17hats

Pipeliner CRM

Alternatives Considered

17hats

Pipeliner CRM

Return on Investment

17hats

Pipeliner CRM

Screenshots

17hats

Pipeliner CRM

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

17hats Editions & Modules

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Pipeliner CRM Editions & Modules

On-premise Edition

SaaS Edition

Additional Pricing Details

Rating Summary

Add comparison