Pipeliner CRM Pricing

$65 Per User Per Month Billed Annually

Basic Sales Management, Tracking and Collaboration – Minimum 3 Users.

Features

• Key Account Management
  • Account Management
  • Contact Management
  • Visual Opportunity and Lead Buying Center
  • Account Health (Paid)
  • Unlimited Account and Contacts
  • Import accounts and Contact from CSV Files
  • Custom Template Docs (Office 365 and Google Docs)
  • Custom Template Spreadsheets (Office 365 and Google Docs)
  • Notes Management
  • Unlimited leads and Opportunites
  • Oppotunity and Lead pipeline view
  • Opportunity, Lead, Account, Contact, and Activity List View
  • Opportunity, Lead, Account and Contact Compact View
  • Opportunity, Lead, Account & Contact Map View (Paid)
  • Dynamic Velocity View
  • Dynamic Target Views
  • Target Multiple KPIs
  • Custom Profile Views
  • Calling Integration (over Mobile)
  • Custom Template Docs (Office 365 and Google Docs)
  • Custom Template Spreadsheets (Office 365 and Google Docs)
  • Duplicate Checker (Paid)
• Salesforce Automation
  • Custom Activities per Pipeline Stages (Sales Activities)
  • Visual Opportunity and Lead Buying Center
  • Lead Management
  • Opportunity Management
  • Quote Version Management (Paid)
  • Email Automation
  • Email Integration
  • Approvals Processes (Paid)
• Reporting Engine
  • Standard Table Reports
  • Pivot Table Reports
  • Custom Dashboards
• Analytics Engine
  • Targets (Paid)
• Project Engine
  • Multiple Custom Projects (Paid)
  • Gantt View (Paid)
  • Objective View (Paid)
• Communications and Activites
  • Online Forms (Paid)
  • Document Management
  • Advanced Document Management (Paid)
  • Reminders
  • Feeds (Built-in Internal Messaging)
  • AI Email Assistant
  • Email Sequencing (Paid)
  • Email Personalization
  • Customizable Email Templates (Text & HTML)
  • Mass Email Tracking
  • Calling & Text Messages (Paid)
  • Appointment Scheduler (Paid)
  • Task Management
  • Appointment Management
  • Unlimited Tasks & Appointments
  • Task and Appointment Calendar View
  • Recurring Tasks
• Process/Workflow Automation****
  • Automatizer (Paid)
• Backend Functions & Administration
  • Custom Entities (Paid)
  • Advanced Permissions (Common Records) (Paid)
  • Bulk Ownership Updates
  • Import Accounts & Contacts from CSV files
  • Import open Leads & Opportunities from CSV files
  • Export Accounts/Contacts to Excel/CSV
  • Export Leads/Opportunities to Excel/CSV
  • Bulk Updates Opportunities/Leads/Accounts/Contacts/Activities
  • Merge Contact & Accounts
  • Custom Pipeline Stages
  • Custom Fields for Opportunity, Lead, Account and Contact Form
  • Custom Standard Fields for Products
  • Unlimited Custom Fields
  • Custom Field Description/User Hint
  • Custom Web Resource Fields
  • Custom Fields Calculations
  • Custom Fields Validation Rules
  • Custom Fields Pick-Lists
  • Custom Fields Dynamic Dropdowns
  • Custom Fields Auto-Number Fields
  • Custom Products and Services Catalog
  • Multiple Custom Pipelines
  • Custom Fields per Pipeline Stages (Sales Actions)
  • Custom Business Units
  • Custom Record Preview
  • SSL Encryption
  • Encryption at Rest
  • GDPR Compliance
  • 30 MB Attachment Limits
  • Attachment Type Restrictions
  • Email Domain Restrictions
  • Daily Database Backups
  • 2-factor Authentication
• Application Integration**
  • Automation Hub Integration
• Microsoft Integration
  • Office 365 Automatic Email Sync
  • Office 365 Inbox Add-In for Outlook
  • Contacts Sync to Outlook (Office 365)
  • Tasks Sync to Outlook (Office 365)
  • Appointments Sync to Outlook (Office 365)
  • Send and Track Emails directly from PL (Office 365)
  • Mass Email Tracking (Office 365)
  • Customizable Email Templates (Office 365)
  • Custom Word and Excel Templates
  • Save Email Attachments to Pipeliner Records
  • Sharepoint Integration (Paid)
• Google Suite Integrations
  • Gmail Automatic Email Sync
  • Chrome Extension: Gmail Inbox App
  • Google Contacts Sync
  • Google Tasks Sync
  • Google Appointments Sync
  • Send and Track Emails directly from PL (Gmail)
  • Mass Email Tracking (Gmail)
  • Customizable Email Templates (Gmail)
  • Chrome Extension: Web Clipper
  • Custom Google Doc and Google Sheets Templates
  • Save Email Attachments to Pipeliner Records
  • Google Drive Integration
• Add-ons
  • Business Card Scanner (Paid)
  • Geolocation (Paid)
  • Autoprofiler (Paid)
  • BI Feeder (Paid)
  • PandaDoc Integration (Paid)
  • RingCentral Integration (Paid)
• Mobile App
  • Mobile Apps (iOS and Android)
  • Calling Integration (over Mobile)
• Education and Technical Support
  • In app Product Tours
  • In app, context sensitive Help
  • Extensive, searchable Knowledge Base
  • YouTube Videos
  • Online Chat (8×5)
  • Email Technical Support (8×5)
  • Back-up export › (script executed on demand)*
• Professional Services*
  • Admin Training (Online course)*

Note :

• * All asterisked services are an additional chargeable option
• ** Some of these services are an additional chargeable option
• ***API Call limits per month (Starter API not available, Business 100k calls, Enterprise 150k calls, Unlimited 350K Calls)
• **** Automatizer processes per month (Starter and Business have Automatizer not available, Enterprise 25 processes with not more than 10,000 runs, Unlimited 100 processes with not more than 100,000 runs)

$85 Per User Per Month Billed Annually

Full CRM Functionality, Customization and Unique Productivity Features.

Features

• Includes Features of Starter Plan, Plus
• Key Account Management
  • Account Hierarchy
  • Account Relationship Mapping
  • Contact Relationship Mapping
  • Visual Account and Contact Org Chart
  • Account Matrix View
  • Navigator Dashboard
  • Opportunity and Lead Archive View
  • Multiple Currencies
  • Opportunity Bubble Chart View
  • In-App Notifications
• Analytics & Engine
  • Forecasts & Quotas
  • Insights
• Communications & Activites
  • Tasks Board View
  • Appointment Timezone Checker
  • Activities 1-to-Many to Any
• Backend Functions & Administration
  • Custom User Roles and Permissions
  • Custom Accounts Relations
  • Custom Standard Fields for Activities
  • Custom Activity Types
• Application Integration**
  • API Call Limits***
  • Custom (Bespoke) Integration Possible
• Education and Technical Support
  • Assigned Account Manager
• Professional Services*
  • Onboarding Consultancy and Customization*
  • Workflow/Automation Consultancy*
  • User Training (Web Sessions with Pipeliner Trainer)*
  • Manager Training (Web Sessions with Pipeliner Trainer)*
  • Admin Training (Web Sessions with Pipeliner Trainer)*
  • Standard Data Import from CSV*
  • Custom Data Migration*

Note :

• * All asterisked services are an additional chargeable option
• ** Some of these services are an additional chargeable option
• ***API Call limits per month (Starter API not available, Business 100k calls, Enterprise 150k calls, Unlimited 350K Calls)
• **** Automatizer processes per month (Starter and Business have Automatizer not available, Enterprise 25 processes with not more than 10,000 runs, Unlimited 100 processes with not more than 100,000 runs)

$115 Per User Per Month Billed Annually

Full CRM Functionality with Advanced Reporting, Customization and Services.

Features

• Includes Features of Business Plan, Plus
• Sales Force Automation
  • Company Emails
• Reporting Engine
  • Advanced Reports
  • Scheduled Reports
  • Audit
• Process/Workflow Automation****
  • Automatizer
• Backend Functions & Administration
  • Custom Fields Field Permissions
  • Multiple Form Views
  • Lookup Field
  • Rollup Field
  • Audit Log
  • Sandbox Environment*
• Application Integration**
  • Single Sign-On (SAML 2.0)
• Education and Technical Support
  • Prioritized Technical Support*
  • Pipeliner Quarterly Review
• Professional Services*
  • Onsite Training*

Note :

• * All asterisked services are an additional chargeable option
• ** Some of these services are an additional chargeable option
• ***API Call limits per month (Starter API not available, Business 100k calls, Enterprise 150k calls, Unlimited 350K Calls)
• **** Automatizer processes per month (Starter and Business have Automatizer not available, Enterprise 25 processes with not more than 10,000 runs, Unlimited 100 processes with not more than 100,000 runs)

$150 Per User Per Month Billed Annually

Advanced CRM Functionality Including Advanced Features

Features

• Includes Features of Enterprise Plan, Plus
• Key Account Management
  • Whitespace
  • Account Health
  • Account Plans
• Sales Force Automation
  • Quote Version Management
  • Approvals Processes
• Project Engine
  • Multiple Custom Projects
  • Gantt View
  • Objective View
• Communication & Activites
  • Online Forms
  • Advanced Document Management
  • Email Sequencing
  • Appointment Scheduler
• Backend Functions & Adminstration
  • Custom Entities

Note :

• * All asterisked services are an additional chargeable option
• ** Some of these services are an additional chargeable option
• ***API Call limits per month (Starter API not available, Business 100k calls, Enterprise 150k calls, Unlimited 350K Calls)
• **** Automatizer processes per month (Starter and Business have Automatizer not available, Enterprise 25 processes with not more than 10,000 runs, Unlimited 100 processes with not more than 100,000 runs)