Optymyze vs. Pipeliner CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Optymyze
Score 7.0 out of 10
N/A
Optymyze SPM Cloud supports a wide range of incentive compensation and sales performance needs with a comprehensve suite of fully-integrated applications that feature a common, touch-oriented UI, utilize a single, configurable data repository, and enable non-technical users to implement and manage business processes without programming, scripting, or coding.N/A
Pipeliner CRM
Score 8.7 out of 10
Mid-Size Companies (51-1,000 employees)
Pipeliner CRM is a sales enablement tool focusing on pipeline management, sales processes, and analytics designed to empower sales professionals. Pipeliner CRM provides a visual sales process, profiles, and charts, all of which aim to help users take the right actions with their buyers and even helps identify key contacts within an organization. Pipeliner CRM Cloud is the latest addition to a product line that already includes Pipeliner CRM Hybrid, an…
$65
Pricing
OptymyzePipeliner CRM
Editions & Modules
No answers on this topic
STARTER - Basic sales management, tracking and collaboration
$65.00 per user per month
STARTER - Basic sales management, tracking and collaboration
$65 per user per month
BUSINESS - Full CRM functionality, customization and unique productivity features.
$85 per user per month
BUSINESS - Full CRM functionality, customization and unique productivity features.
$85 per user per month
ENTERPRISE - Full CRM functionality with advanced reporting, customization and services.
$115 per user per month
ENTERPRISE - Full CRM functionality with advanced reporting, customization and services.
$115 per user per month
UNLIMITED - Full CRM functionality with advanced reporting, customization and services.
$150 per user per month
UNLIMITED - Advanced CRM functionality including advanced features
$150 per user per month
Offerings
Pricing Offerings
OptymyzePipeliner CRM
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeRequiredNo setup fee
Additional Details
More Pricing Information
Community Pulse
OptymyzePipeliner CRM
Top Pros

No answers on this topic

Top Cons
Features
OptymyzePipeliner CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Optymyze
-
Ratings
Pipeliner CRM
9.0
18 Ratings
16% above category average
Customer data management / contact management00 Ratings8.218 Ratings
Workflow management00 Ratings8.818 Ratings
Territory management00 Ratings8.916 Ratings
Opportunity management00 Ratings9.018 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings9.617 Ratings
Contract management00 Ratings8.816 Ratings
Quote & order management00 Ratings9.62 Ratings
Interaction tracking00 Ratings8.817 Ratings
Channel / partner relationship management00 Ratings9.014 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Optymyze
-
Ratings
Pipeliner CRM
9.3
2 Ratings
22% above category average
Case management00 Ratings9.11 Ratings
Call center management00 Ratings9.11 Ratings
Help desk management00 Ratings9.62 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Optymyze
-
Ratings
Pipeliner CRM
8.6
19 Ratings
13% above category average
Lead management00 Ratings8.919 Ratings
Email marketing00 Ratings8.22 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Optymyze
-
Ratings
Pipeliner CRM
8.8
19 Ratings
15% above category average
Task management00 Ratings8.319 Ratings
Billing and invoicing management00 Ratings9.11 Ratings
Reporting00 Ratings9.018 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Optymyze
-
Ratings
Pipeliner CRM
8.3
19 Ratings
9% above category average
Forecasting00 Ratings9.019 Ratings
Pipeline visualization00 Ratings8.319 Ratings
Customizable reports00 Ratings7.519 Ratings
Customization
Comparison of Customization features of Product A and Product B
Optymyze
-
Ratings
Pipeliner CRM
8.3
19 Ratings
9% above category average
Custom fields00 Ratings8.219 Ratings
Custom objects00 Ratings8.018 Ratings
Scripting environment00 Ratings9.11 Ratings
API for custom integration00 Ratings8.117 Ratings
Security
Comparison of Security features of Product A and Product B
Optymyze
-
Ratings
Pipeliner CRM
8.2
18 Ratings
1% below category average
Single sign-on capability00 Ratings8.317 Ratings
Role-based user permissions00 Ratings8.218 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Optymyze
-
Ratings
Pipeliner CRM
8.4
17 Ratings
15% above category average
Social data00 Ratings8.017 Ratings
Social engagement00 Ratings8.717 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Optymyze
-
Ratings
Pipeliner CRM
8.5
17 Ratings
17% above category average
Marketing automation00 Ratings7.917 Ratings
Compensation management00 Ratings9.11 Ratings
Platform
Comparison of Platform features of Product A and Product B
Optymyze
-
Ratings
Pipeliner CRM
8.2
17 Ratings
9% above category average
Mobile access00 Ratings8.217 Ratings
Best Alternatives
OptymyzePipeliner CRM
Small Businesses
Mediafly Intelligence360
Mediafly Intelligence360
Score 7.8 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Everstage
Everstage
Score 9.5 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Everstage
Everstage
Score 9.5 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
OptymyzePipeliner CRM
Likelihood to Recommend
9.0
(1 ratings)
9.0
(20 ratings)
Likelihood to Renew
-
(0 ratings)
9.1
(1 ratings)
Usability
-
(0 ratings)
9.7
(10 ratings)
Support Rating
-
(0 ratings)
8.9
(10 ratings)
User Testimonials
OptymyzePipeliner CRM
Likelihood to Recommend
Optymyze
It depends on the complexity of your selling process, the sales crediting and the number of associates. Small or large organizations who have a simple selling to incentive process; sell something and get paid will find Optymyze to be too much for them. Organizations who have multiple selling organizations who overlay each other and have complex selling will see benefits from a platform such as Optymyze
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Pipelinersales
Pipeliner CRM is very flexible, easy to work with, data capturing is at [its] best, its integration to other major software’s and it aids in the monitoring of the core work process. One distinctive feature is it is very easy to learn without extensive training. This really helps in the [execution] of the task in our organization.
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Pros
Optymyze
  • Incentive Compensation - It is able to calculate complex plans with complex sales crediting rules
  • Quota Setting / Management - It provides the ability to properly tie quotas to performance and provide the visibility at the lowest level all the way through to executive leadership.
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Pipelinersales
  • 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
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Cons
Optymyze
  • The front-end reporting functions were supported by a third-party platform at the time. It made it challenging to create reports on your own and relied on Optymyze to provide that type of work.
  • The ability to map territories with similar function to a ZS Associates Territory Designer. Allowing to lasso areas and create "what-ifs"
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Pipelinersales
  • The product development team at Pipeliner CRM always seems to be a step or two ahead of what I'm experiencing. Therefore they've already addressed improvements I could have suggested. They are really in touch with their users and overall user experience.
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Likelihood to Renew
Optymyze
No answers on this topic
Pipelinersales
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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Usability
Optymyze
No answers on this topic
Pipelinersales
I gave that rating level because it reflects both my satisfaction and expectations about PipelinerCRM.Plus, the adoption rate of this software. I mean the usability rate is very low. It just takes, for learning, a couple of hours less than three days roughly. Return on time investment is low also.
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Support Rating
Optymyze
No answers on this topic
Pipelinersales
The support from Pipeliner CRM is superb; they have instant customer support and they are on time. They also give enough knowledge of sales and other material for the knowledge. They also have AI in the support by talking with customer support directly from the web or app and so on.
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Alternatives Considered
Optymyze
Optymyze is not the cheapest nor most expensive product out there. What I found with the firm was the ability to deliver on its promises and be able to adapt to the business without getting outside of their comfort zone. Other products have a box that is too rigid while others are so complex, and so open, you might as well develop a home grown system
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Pipelinersales
The most important reason for selecting pipeliner CRM:-exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly. Users can easily customize what they see to make the system their own. Best user interface & fast to learn.
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Return on Investment
Optymyze
  • Reduced the number of resources supporting the sales compensation, territory and quota setting processes.
  • Reduced the time spent to finalize incentive payouts to associates at the close of each quarter by 25%.
  • Reduced overall expense related to the sales operations function,
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Pipelinersales
  • 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.
Read full review
ScreenShots

Optymyze Screenshots

Screenshot of Screenshot of

Pipeliner CRM Screenshots

Screenshot of Pipeliner CRM — A sales enablement tool focused  on pipeline management, sales process & analytics.Screenshot of Can be used with email such as MS Outlook, gmailScreenshot of The pipeline view, to review and forecast sales, manage revenue risk, collaborate with a sales teamScreenshot of Pipeliner CRM opportunity viewScreenshot of Analytics: analyse win/loss rates, review sales person/team/territory performance, set key sales metrics & goals, leading & lagging indicatorsScreenshot of Visual Sales Tool: designed to cut through the noise, focuses on high value activities, everything in one place (no need for multiple tools)