|
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 ![]()
Get Free Advice
|
92% 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
Get Free Advice
|
Description | Pipeliner is a CRM designed especially for sales. It has a sales friendly interface and a built-in automation engine. The software offers uniform navigation to users, and every screen is logically organized to keep the user-focused. Users have an option to customize views if they don't like the default view. Users don't need to be from a technical background to use the software as admin. Anyone can administer the software and require no separate training or certification. The Pipeliner comes with instant dynamic visualized reporting, which lets users generate reports from anywhere in the system. Users can generate standard, pivot, and even advanced business intelligence reports. It also offers performance dashboard reports. The tool enables users to point and click interfaces to build processes, automate routine tasks, and increase efficiency. The software offers third party integration. The software is also available in the form of a mobile app, which increases users' efficiency and productivity. They can scan business cards and make voice to text notes effectively with the assistance of the tool. Read more | Daylite is a customer relationship management (CRM) software that helps you manage your business by providing tools for managing leads, lists, files, and documents. It interacts with MailChimp, Zoom, Slack, QuickBooks, Zapier, and other services to help you collaborate with your team to streamline procedures via pipelines and checklists. You can establish more relationships with Daylite by keeping a record of communication and next steps, ensuring that you're always on top of things, no matter how large your client list becomes. It puts your team in sync by centralising and sharing information. It collects data of emails, notes, calls, and the next steps in one spot, making it simple to remember everything. The platform shows you where each deal is in the process and also what needs to happen next. It assists you in prioritising your deals. It gives you insight into your closure rates, reasons for wins and losses, and top lead sources so you can make better decisions and expand your business. It also allows you to control who may see, edit, and contribute content, ensuring that confidential information remains private. Read more |
Pricing Options |
|
|
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
|
92% 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
|
SaaSworthy Awards | # 3 Highly Rated # 18 Highly Rated |
Not Available
|
Total Features |
25 Features
|
25 Features
|
Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
|
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Document Management
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Order Management
Product Catalog
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
Territory Management
|
Unique Features |
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
AI Assistant
Advanced Automation
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
Organization Types Supported |
|
|
Platforms Supported |
|
|
Modes of Support |
|
|
API Support |
|
|
User Rating |
|
|
Rating Distribution |
|
|
User Sentiments |
User-Friendly Interface, Visual Sales Pipeline, Extensive Reporting Capabilities, Extensive Integrations Mobile App Limitations, Occasional Software Issues, Limited Email Client Integration, Lack of Email Templates |
Not Available
|
Review Summary |
Pipeliner CRM, a sales pipeline management tool, receives mixed reviews from users. Some praise its user-friendly interface, customizable features, and ability to streamline sales processes, leading to increased productivity. Others criticize its limited reporting capabilities, occasional technical glitches, and lack of advanced features found in competing products. The overall consensus is that Pipeliner CRM is a solid choice for small businesses and startups seeking a user-friendly and affordable CRM solution, but larger enterprises may require more comprehensive software. |
Daylite is a popular CRM solution for Mac users, praised for its seamless integration with Apple Mail, Calendar, and other Apple devices. Users appreciate its intuitive interface, robust features, and strong customer support, particularly the quick response times. While Daylite is highly customizable, some users find the learning curve to be moderate. Some also express a desire for more extensive integration with other platforms, such as Outlook and Android devices, as well as the ability to export contacts directly to email. |
Read All User Reviews | Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
|
|
Pricing Plans
Monthly Plans
Annual Plans
|
Starter $65.00 $65.00 per user / month Business $85.00 $85.00 per user / month Enterprise $115.00 $115.00 per user / month Unlimited $150.00 $150.00 per user / month |
Daylite $35.00 $42.00 per user / month |
View Detailed Pricing
|
View Detailed Pricing
|
Screenshots |
![]()
+ 4 More
|
Not Available |
Videos |
![]()
+ 3 More
|
![]() |
Company Details | Located in: Los Angeles, California Founded in: 2007 | Located in: Markham, Ontario |
Contact Details |
+1-888-843-6699 |
Not available |
Social Media Handles |
|
|
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.