Name: Pipz
Price: 173 USD
Author: Pipz

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Functional Testing

Kubernetes Monitoring

No-Code Development

Development

Admissions and Enrollment

Classroom Management

Education

Business Intelligence (BI)

Collaboration

Facility Management

Statistical Analysis

Workspace Planning

Enterprise

Accounting

Accounts Payable

Financial Planning and Analysis (FP&A)

Hedge Fund

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Block Storage

Cloud Data Warehouse

Cloud Storage

Configuration Management Databases

Deception Technology

Encryption Key Management

Fraud Detection

Integration Platform as a Service (iPaaS)

IoT Device Management

Load Balancing

Network Performance Monitoring

Operating Systems

SOA Governance

SaaS Backup

Server Virtualization

Service Desk Outsourcing

Vector Databases

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Success

Digital Content Creation

Email Marketing

Market Intelligence

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Field Sales Software

Sales Performance Management

Sales

Agriculture

Construction Takeoff and Estimating

Dealer Management

Direct Secure Messaging

Equipment Rental

Fleet Management

Insurance Suites

PCB Design

Rental Property Management

Restaurant Management

Vertical-Specific

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Priority Matrix

Appfluence

eMeetingsOnline

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FastPIPE

FastEST, Inc.

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Aspen Technology

Crowdtap

Frosmo

Frosmo Ltd

Azurepath

Azurepath, LLC.

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Screenful Oy

Aras PLM

Aras Corporation

Pipz is a marketing, sales, and customer success platform designed to assist businesses of various sizes in acquiring, nurturing, and converting leads, engaging and retaining customers, and enhancing user experiences throughout the customer journey. According to the vendor, Pipz caters to marketing professionals, sales professionals, customer success professionals, e-commerce companies, and SaaS companies. It aims to provide the necessary tools and capabilities for growth and success in today's competitive market.

## Key Features

**Drag-and-drop marketing automation**: Easily build customer journeys to nurture and convert leads using a drag-and-drop interface. Create customized flows with different steps, actions, and branches. Automate lead management processes to save time and focus on clients.

**Live chat conversations**: Engage in real-time with leads and customers through live chat on your website or app. Keep all contact history in one place for seamless communication. Proactively reach out to visitors and turn them into customers.

**Real-time Business Intelligence**: Build reliable metrics reports for data-driven decision making. Store customer data and generate customizable analytics dashboards. Evaluate performance and measure ROI across marketing, sales, and customer success.

**Workflow management**: Streamline marketing, sales, and customer success tasks with integrated management boards. Align processes, automate workflows, and improve communication between teams. Enhance collaboration and productivity across departments.

**Webforms**: Create customizable webforms to capture visitor information and generate leads. Design eye-catching lead magnets using a drag-and-drop interface. Easily integrate webforms into your website with a simple script installation.

**Landing pages**: Develop high-converting landing pages to showcase content and capture leads. Customize every aspect of the landing page, from header to footer. Use landing pages to improve inbound marketing and lead generation.

**Event tracking**: Track user behavior and interactions in real-time. Follow the entire customer journey from first visit to conversion and beyond. Understand user engagement and tailor strategies based on user activity.

**Smart segments**: Create segments of contacts based on information, tags, and behavior. Drive engagement with targeted email campaigns and in-app notifications. Develop data-driven strategies for activation, conversion, and engagement.

**Email campaigns**: Develop engaging email campaigns with personalized content. Use smart segments to target specific users and improve engagement. Go beyond basic personalization with dynamic content and hyper-targeting.

**Conversion funnels**: Create custom conversion funnels to track user progress through the sales process. Identify bottlenecks and optimize the sales cycle for better conversion rates. Measure and analyze the effectiveness of marketing and sales efforts.

Basic

Norada Solve360

Copper is a customer relationship management (CRM) built as an integration into Google Apps.

Basic - Paid Annually

Professional - Paid Annually

Business - Paid Annually

Starter - Paid Annually

Copper

Pipz

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

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

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

Pipz

Overview

What is Pipz?