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What is Pipeliner CRM?

Pipeliner has transformed the landscape of CRM with its distinct visual interface, a no-code workflow automation engine, real-time dynamic insights, and comprehensive reporting features. No other CRM platform provides sales professionals and managers with such a multitude of options for visualizing and interpreting sales data, along with intelligent insights generated by the system itself. The robust automation capabilities of Pipeliner, coupled with its seamless integration with various other systems such as email, ERP, and marketing platforms, significantly reduce the burden of routine manual tasks that often accompany traditional systems used by sales teams. What sets Pipeliner CRM apart from conventional CRM solutions is its unique approach, leading to high adoption rates, a low Total Cost of Ownership, and a swift Return on Investment. Users find the system intuitive and straightforward, requiring minimal training and causing little disruption to business operations during implementation. This combination of features not only enhances productivity but also fosters a more efficient sales process, ultimately benefiting the entire organization.

What is Catalyst?

Elevate your customer service right from the outset with our intuitive software crafted for superior customer management. You can be up and running in mere minutes thanks to its quick installation process. Effortlessly identify potential risks and upselling opportunities as you create multiple health profiles that align with your customer journey, from onboarding to renewal. All your customer data can be conveniently consolidated into a single repository, saving you from the tedious task of navigating through spreadsheets or Salesforce lists. Our platform will integrate smoothly with your entire tech ecosystem, greatly simplifying customer segmentation. Catalyst is fundamentally designed for customer success managers, offering workflow enhancements that eliminate repetitive tasks such as updating Salesforce fields and logging calls and meetings. Whether you're a Customer Success Manager, Sales Executive, or CEO, Catalyst is tailored to optimize your workflow and increase productivity. Additionally, the user-friendly interface ensures that every team member can navigate the system with ease, fostering collaboration and efficiency across your organization. This comprehensive approach empowers businesses to focus more on developing relationships and less on administrative tasks.

Media

Media

Integrations Supported

AppointmentCore
Basecamp
Box
Codeless Platforms Alerting Software
Comet Backup
Docusign
Forager
Google Contacts
Google Drive
HubSpot CRM
HubSpot Customer Platform
Kixie PowerCall & SMS
Magento
Marketo
Microsoft SharePoint
Olark
Salesforce Marketing Cloud
Sip2Dial
Xero
Yesware

Integrations Supported

AppointmentCore
Basecamp
Box
Codeless Platforms Alerting Software
Comet Backup
Docusign
Forager
Google Contacts
Google Drive
HubSpot CRM
HubSpot Customer Platform
Kixie PowerCall & SMS
Magento
Marketo
Microsoft SharePoint
Olark
Salesforce Marketing Cloud
Sip2Dial
Xero
Yesware

API Availability

Has API

API Availability

Has API

Pricing Information

$25
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pipelinersales Corp.

Date Founded

2011

Company Location

United States

Company Website

www.pipelinersales.com

Company Facts

Organization Name

Catalyst Software

Company Location

United States

Company Website

catalyst.io

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social Selling

Automated Publishing
Compliance Management
Content Discovery
Content Management
Employee Advocacy
Gamification
Lead Engagement
Performance Metrics
Pre-Approved Content Library
Single Sign On
Social Media Monitoring

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Data Platforms (CDP)

Behavioral Analytics
Campaign Management
Customer Profiles
Customer Segmentation
Data Integration
Data Matching
GDPR Compliance
Personalization
Predictive Modeling

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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