What users are saying about
9 Ratings
15 Ratings
9 Ratings
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Score 9.2 out of 100
15 Ratings
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Score 8 out of 100

Likelihood to Recommend

Dubsado

I would say it's best suited for small businesses (solo entrepreneurs or less than 10 employees) who work on a project basis.
Morgan Specht | 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

Dubsado
7.6
Pipeliner CRM
8.4
Customer data management / contact management
Dubsado
8.8
Pipeliner CRM
8.6
Workflow management
Dubsado
6.5
Pipeliner CRM
7.6
Opportunity management
Dubsado
7.5
Pipeliner CRM
9.0
Integration with email client (e.g., Outlook or Gmail)
Dubsado
8.3
Pipeliner CRM
8.3
Contract management
Dubsado
9.5
Pipeliner CRM
7.6
Quote & order management
Dubsado
9.3
Pipeliner CRM
9.6
Interaction tracking
Dubsado
3.0
Pipeliner CRM
7.7
Territory management
Dubsado
Pipeliner CRM
8.1
Channel / partner relationship management
Dubsado
Pipeliner CRM
8.6

Marketing Automation

Dubsado
6.4
Pipeliner CRM
8.0
Lead management
Dubsado
6.4
Pipeliner CRM
7.9
Email marketing
Dubsado
Pipeliner CRM
8.2

CRM Project Management

Dubsado
8.4
Pipeliner CRM
8.6
Task management
Dubsado
6.0
Pipeliner CRM
7.9
Billing and invoicing management
Dubsado
10.0
Pipeliner CRM
9.1
Reporting
Dubsado
9.3
Pipeliner CRM
8.8

CRM Reporting & Analytics

Dubsado
5.8
Pipeliner CRM
8.7
Forecasting
Dubsado
6.0
Pipeliner CRM
8.8
Pipeline visualization
Dubsado
6.0
Pipeliner CRM
9.0
Customizable reports
Dubsado
5.3
Pipeliner CRM
8.4

Customization

Dubsado
5.1
Pipeliner CRM
8.4
Custom fields
Dubsado
8.5
Pipeliner CRM
8.6
Custom objects
Dubsado
9.0
Pipeliner CRM
8.0
Scripting environment
Dubsado
1.0
Pipeliner CRM
9.1
API for custom integration
Dubsado
2.0
Pipeliner CRM
7.9

Security

Dubsado
6.0
Pipeliner CRM
8.2
Single sign-on capability
Dubsado
5.0
Pipeliner CRM
8.3
Role-based user permissions
Dubsado
7.0
Pipeliner CRM
8.1

Social CRM

Dubsado
1.0
Pipeliner CRM
8.1
Social data
Dubsado
1.0
Pipeliner CRM
7.9
Social engagement
Dubsado
1.0
Pipeliner CRM
8.2

Integrations with 3rd-party Software

Dubsado
1.0
Pipeliner CRM
8.6
Marketing automation
Dubsado
1.0
Pipeliner CRM
8.1
Compensation management
Dubsado
1.0
Pipeliner CRM
9.1

Platform

Dubsado
1.0
Pipeliner CRM
8.9
Mobile access
Dubsado
1.0
Pipeliner CRM
8.9

Customer Service & Support

Dubsado
Pipeliner CRM
9.3
Case management
Dubsado
Pipeliner CRM
9.1
Call center management
Dubsado
Pipeliner CRM
9.1
Help desk management
Dubsado
Pipeliner CRM
9.6

Pros

Dubsado

  • Invoicing: makes receiving payments easy for myself and clients
  • Forms: customizable and easy to set up
  • Email
Emilie Smith | TrustRadius Reviewer

Pipeliner CRM

  • Clear and easy visualisation of Sales Process
  • Great capability in reporting both in-app with 'filter' and reporting module built-in is easy to use
  • Reporting into pivot table is also easy and very useful
  • Mobile app has always been very good and easy to use since 2015
Gary Perkins | TrustRadius Reviewer

Cons

Dubsado

  • Sometimes it's hard to see the buttons, like the ADD button. Maybe it could be in a darker color?
🧁Mary BRANDT, M.A.🧁 | TrustRadius Reviewer

Pipeliner CRM

  • Pipeliner CRM needs to create a video chat room where you can see exactly where your employee is working in the field.
  • Pipeliner CRM needs to integrate a command where a user can use his voice to command what he wants.
Simon Tarh | TrustRadius Reviewer

Likelihood to Renew

Dubsado

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

Alternatives Considered

Dubsado

Dubsado overall is so multifunctional that the other platforms didn't stand a chance. I will say I do use ClickUp alongside Dubsado. Dubsado isn't super awesome for task organization and management, but ClickUp blows all the other task management software out of the water. Combining the two has been a game changer for sure.
Heather Herring | TrustRadius Reviewer

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

Dubsado

  • Clients are excited to hire me because my onboarding process is so professional
  • Easy of use makes collecting payment from clients easy
  • Streamlined process allows me to charge more for my services
Morgan Specht | 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

Dubsado

General

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

Dubsado 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

Dubsado
9.5
Pipeliner CRM
8.3

Likelihood to Renew

Dubsado
Pipeliner CRM
9.1

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