What users are saying about
1 Ratings
14 Ratings
1 Ratings
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Score 9 out of 100
14 Ratings
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Score 7.7 out of 100

Likelihood to Recommend

17hats

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.
Marli Espinales | TrustRadius Reviewer

Pipeliner CRM

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.
Babette Ten Haken | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

17hats
9.2
Pipeliner CRM
8.5
Customer data management / contact management
17hats
9.0
Pipeliner CRM
8.4
Workflow management
17hats
9.0
Pipeliner CRM
8.2
Integration with email client (e.g., Outlook or Gmail)
17hats
9.0
Pipeliner CRM
8.4
Contract management
17hats
10.0
Pipeliner CRM
8.2
Quote & order management
17hats
10.0
Pipeliner CRM
9.6
Interaction tracking
17hats
8.0
Pipeliner CRM
8.6
Territory management
17hats
Pipeliner CRM
7.7
Opportunity management
17hats
Pipeliner CRM
8.6
Channel / partner relationship management
17hats
Pipeliner CRM
8.6

Customer Service & Support

17hats
8.0
Pipeliner CRM
9.3
Case management
17hats
8.0
Pipeliner CRM
9.1
Call center management
17hats
Pipeliner CRM
9.1
Help desk management
17hats
Pipeliner CRM
9.6

Marketing Automation

17hats
8.0
Pipeliner CRM
8.3
Lead management
17hats
8.0
Pipeliner CRM
8.4
Email marketing
17hats
Pipeliner CRM
8.2

CRM Project Management

17hats
9.5
Pipeliner CRM
8.7
Task management
17hats
9.0
Pipeliner CRM
8.4
Billing and invoicing management
17hats
10.0
Pipeliner CRM
9.1
Reporting
17hats
Pipeliner CRM
8.7

Customization

17hats
8.0
Pipeliner CRM
8.6
Custom fields
17hats
8.0
Pipeliner CRM
8.7
Custom objects
17hats
Pipeliner CRM
8.5
Scripting environment
17hats
Pipeliner CRM
9.1
API for custom integration
17hats
Pipeliner CRM
8.2

Security

17hats
9.5
Pipeliner CRM
8.3
Single sign-on capability
17hats
10.0
Pipeliner CRM
8.4
Role-based user permissions
17hats
9.0
Pipeliner CRM
8.2

Integrations with 3rd-party Software

17hats
8.0
Pipeliner CRM
8.6
Marketing automation
17hats
8.0
Pipeliner CRM
8.2
Compensation management
17hats
Pipeliner CRM
9.1

Platform

17hats
8.0
Pipeliner CRM
8.9
Mobile access
17hats
8.0
Pipeliner CRM
8.9

CRM Reporting & Analytics

17hats
Pipeliner CRM
8.7
Forecasting
17hats
Pipeliner CRM
8.7
Pipeline visualization
17hats
Pipeliner CRM
8.7
Customizable reports
17hats
Pipeliner CRM
8.5

Social CRM

17hats
Pipeliner CRM
8.4
Social data
17hats
Pipeliner CRM
8.2
Social engagement
17hats
Pipeliner CRM
8.6

Pros

17hats

  • Invoicing
  • Creating online questionnaire
Marli Espinales | TrustRadius Reviewer

Pipeliner CRM

  • 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.
Simon Tarh | TrustRadius Reviewer

Cons

17hats

  • Cheaper credit card charges
  • Ability to tweak their questionnaires a bit more
Marli Espinales | TrustRadius Reviewer

Pipeliner CRM

  • 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.
Lori Grass | TrustRadius Reviewer

Likelihood to Renew

17hats

No score
No answers yet
No answers on this topic

Pipeliner CRM

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.
Paulo Castello | TrustRadius Reviewer

Support Rating

17hats

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.
Marli Espinales | TrustRadius Reviewer

Pipeliner CRM

No score
No answers yet
No answers on this topic

Alternatives Considered

17hats

No answers on this topic

Pipeliner CRM

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.
Hamza Naeem | TrustRadius Reviewer

Return on Investment

17hats

  • ROI - Saves me time on creating invoices and questionnaires.
Marli Espinales | TrustRadius Reviewer

Pipeliner CRM

  • 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.
Randy Tucker | TrustRadius Reviewer

Screenshots

Pricing Details

17hats

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

17hats Editions & Modules

Additional Pricing Details

Pipeliner CRM

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
  1. Per User per Month
  2. 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
  1. Per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

17hats
9.0
Pipeliner CRM
8.4

Likelihood to Renew

17hats
Pipeliner CRM
9.1

Support Rating

17hats
8.0
Pipeliner CRM

Add comparison