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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 CustomerSuccessBox?
CustomerSuccessBox, an innovative software designed to enhance customer satisfaction for SaaS B2B companies, was established to address the demand for proactive customer support solutions. The company's vision encompasses leveraging artificial intelligence (AI), machine learning (ML), and customer onboarding processes to streamline communication, analyze product usage, and facilitate onboarding, all with the aim of lowering customer success service costs and maximizing the lifetime value of clients. Additionally, it seeks to eliminate the necessity for a dedicated customer success operations role to manage and fine-tune the Customer Success platform. By utilizing Customer Success Intelligence (CSI), CustomerSuccessBox provides tailored recommendations for the next best actions for each account, thereby increasing the efficiency of customer success managers (CSMs). Currently, CustomerSuccessBox processes millions of interactions weekly from a user base exceeding 250,000, utilizing its patent-pending technology, which is capable of managing around 2,200 events per second. This remarkable capacity positions CustomerSuccessBox as a leader in the realm of automated customer success solutions.
Integrations Supported
Freshdesk
HubSpot CRM
HubSpot Customer Platform
Intercom
Basecamp
Campaign Monitor
Chargebee
Codeless Platforms BPA Platform
Docusign
Dropbox
Integrations Supported
Freshdesk
HubSpot CRM
HubSpot Customer Platform
Intercom
Basecamp
Campaign Monitor
Chargebee
Codeless Platforms BPA Platform
Docusign
Dropbox
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
CustomerSuccessBox
Date Founded
2018
Company Location
United States
Company Website
customersuccessbox.com
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
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis