Pipeline CRM vs Clientshare Comparison

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pipeline CRM

CRM Software

4.5 923 user ratings

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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Clientshare

CRM Software

4.7 57 user ratings

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Overview

Description	Pipeline CRM (formerly PipelineDeals) is a sales-first customer relationship management (CRM) software designed to help businesses streamline their sales process, accelerate deal closures, and build lasting customer relationships. With an intuitive, easy-to-use interface and fully customizable tools, sales teams can track, manage, and optimize their pipeline in real time—ensuring no opportunity is missed. Users can easily filter and customize their sales pipeline for quick access to key deal information. Remote teams can assign tasks, share deals, and collaborate with team members effortlessly. Trusted by 18,000+ users in 60+ countries, Pipeline CRM ensures sales teams spend less time on admin work and more time closing deals. Read more	Clientshare is a Service Governance Tool used to automate the contract lifecycle to manage profitable relationships. Track business reviews and draw attention with a secure web based method to illustrate business performance. Manage record with client account details like task completion, number of posts, customer activity by individual, community size and more. Collaborate with your team to track tasks and receive reminders to automate business workflows. Read more
Pricing Options	Free Trial Available Starts at $25.0. Offers Custom plan.	Free Trial Not Available Offers Custom plan.
SW Score & Breakdown	94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 99% Reviews 89% Momentum 64% Popularity 75%	78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 72% Reviews 70% Momentum 62% Popularity 70%
SaaSworthy Awards	# 9 Most Popular # 15 Most Popular	Not Available

Features

Total Features	26 Features	4 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 18 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Referral Tracking Track and manage your referred customers. Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 1 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Business Hours Online	Business Hours Online
API Support	Available	NA

Reviews & Ratings

User Rating	4.5/5 923 user ratings	4.7/5 57 user ratings
Rating Distribution	Excellent 62.9% Very Good 29% Average 5.6% Poor 1.5% Terrible 0.9%	Excellent 77.2% Very Good 17.5% Average 5.3% Poor 0% Terrible 0%
User Sentiments	Ease of Use, Customizable Interface, Excellent Customer Support, Comprehensive Reporting Capabilities Limited Third-Party Integrations, Mobile Application Functionality, Data Entry Process, Search Functionality	Ease of Use, Centralized platform for information and document sharing, Improved Client Communication, Effective Account Management Lack of CRM Integration, Limited User Adoption, Occasional Software Bugs, Unintuitive User Interface
Review Summary	PipelineDeals is lauded for its intuitive interface, ease of use, and customizable features that cater to various sales processes. Users appreciate its visual pipeline view, drag-and-drop functionality, and robust reporting capabilities. However, some reviewers express concerns regarding limited integrations, occasional glitches, and the need for improved customer support. Overall, PipelineDeals is generally well-received for its user-friendly design, flexibility, and ability to streamline sales management, making it a contender in the CRM software market.	Users generally appreciate ClientShare's utility as a client portal tool. Many reviewers mention that the software streamlines communication and file-sharing with clients. The user interface is also praised for being intuitive and easy to navigate. However, some users have expressed concerns about the occasional glitches and bugs they've encountered. Additionally, a few reviewers have mentioned that the platform can be somewhat expensive compared to similar tools in the market.
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Pricing

Pricing Options	Free Trial Available Starts at $25.0. Offers Custom plan.	Free Trial Not Available Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Start $25.00 $29.00 per user / month Develop $33.00 $39.00 per user / month Grow $49.00 $59.00 per user / month Enterprise Custom	Clientshare Professional Custom Clientshare Premium Custom
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	View All Pipeline CRM Alternatives	View All Clientshare Alternatives