Ratings and Reviews 736 Ratings
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What is Pipeliner CRM?
Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins.
Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite, and over 50 popular apps, plus access it on the go via iOS and Android mobile apps. Sales teams save time on routine tasks, gaining more opportunities to close deals, while managers benefit from easy forecasting, automated reports, and performance insights without micromanaging.
Boasting the fastest ROI and lowest TCO in the industry, Pipeliner offers unmatched innovation, complete customization without coding, and exceptional support from real experts. Join the 95% of clients who stay loyal after five yearspipelinersales.com
and transform your sales process today. Experience the difference—sign up for a free trial and see why Pipeliner CRM is the heartbeat of successful sales organizations.
What is OptifiNow?
OptifiNow provides management teams with the tools needed to efficiently supervise their sales staff and results. Its comprehensive enterprise solutions offer seamless sales support and management throughout the entire customer journey, all accessible through the cloud. The OptifiNow Team pairs exceptional customer support with a premier cloud-based Sales and Marketing Platform. This versatility allows organizations to tailor their own sales and marketing metrics, ultimately leading to the identification of more potential customers and an increase in successful deal closures. Our mission is to redefine the selling environment. By utilizing our sales and process automation tools, we empower businesses to design customized sales frameworks that drive achievement. OptifiNow is a robust cloud-based platform specifically engineered to adapt to the ever-changing needs of contemporary sales teams. By integrating all essential software tools and functionalities into one cohesive system, it boosts both efficiency and effectiveness in sales activities. Moreover, OptifiNow is dedicated to transforming how sales are approached in the fast-paced market of today, ensuring that businesses are well-equipped to thrive.
Integrations Supported
AppointmentCore
Codeless Platforms Alerting Software
Facebook
Formstack Documents
Freshdesk
Google Contacts
Google Workspace
HubSpot Customer Platform
HubSpot Marketing Hub
Integry
Integrations Supported
AppointmentCore
Codeless Platforms Alerting Software
Facebook
Formstack Documents
Freshdesk
Google Contacts
Google Workspace
HubSpot Customer Platform
HubSpot Marketing Hub
Integry
API Availability
Has API
API Availability
Has API
Pricing Information
$65
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
OptifiNow
Company Website
optifinow.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
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
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