Pipeliner CRM vs Apptivo (2024 Comparison)
Pipeliner CRM offers a visual approach to sales management, making it easy to track leads and forecast sales. With strong sales forecasting tools and robust lead management features, it's a great choice for businesses seeking value.
- Intuitive visual interface
- Strong sales forecasting tools
- Robust lead management features
- Limited mobile app features
- Basic social media integration
Free plan?
NoStarting price
$65 per month per user
Apptivo provides a comprehensive suite of tools for managing customer relationships, sales, and marketing. With advanced reporting and analytics, and extensive integration options, it's a versatile choice for businesses looking to streamline operations.
- Comprehensive suite of tools
- Advanced reporting and analytics
- Extensive integration options
- Slightly higher learning curve
- Limited offline access
Free plan?
YesStarting price
$20 per month per userWhat is Pipeliner CRM?
Pipeliner CRM is a dynamic customer relationship management tool designed to streamline sales processes and enhance team collaboration. It offers a visual approach to sales management, making it easier for teams to track leads, manage customer interactions, and forecast sales. With its intuitive interface, Pipeliner CRM helps sales teams stay organized and focused, ultimately boosting productivity and closing more deals. Whether you're a small business or a large enterprise, Pipeliner CRM adapts to your needs, providing valuable insights and analytics to drive your business forward.
What is Apptivo?
Apptivo is a comprehensive CRM solution that caters to businesses of all sizes, offering a suite of tools to manage customer relationships, sales, and marketing efforts. It integrates seamlessly with other business applications, providing a unified platform for managing various business functions. Apptivo's flexibility and customization options make it a popular choice for businesses looking to streamline operations and improve customer engagement. With features like project management, invoicing, and help desk support, Apptivo helps businesses enhance efficiency and deliver exceptional customer service.
Pros and Cons of Pipeliner CRM vs Apptivo
Pros & Cons of Pipeliner CRM
- Pipeliner CRM's visual interface makes it easy for users to navigate and manage their sales processes. The intuitive design helps teams stay organized and focused, ultimately boosting productivity.
- With advanced sales forecasting tools, Pipeliner CRM provides valuable insights into sales trends and performance. This feature helps businesses make informed decisions and plan for future growth.
- Pipeliner CRM offers robust lead management features, making it easy to track and nurture potential customers. The tool's visual approach to lead management gives it a competitive edge.
- While Pipeliner CRM offers a mobile app, its features are limited compared to the desktop version. Users may find it challenging to access all the necessary tools on the go.
- Pipeliner CRM's social media integration is basic, lacking advanced features for social media marketing and engagement. Businesses with a strong social media presence may find this limiting.
Pros & Cons of Apptivo
- Apptivo offers a comprehensive suite of tools, including project management, invoicing, and help desk support. This all-in-one solution helps businesses streamline operations and improve efficiency.
- With advanced reporting and analytics features, Apptivo provides valuable insights into business performance. Users can create customizable reports to make data-driven decisions.
- Apptivo offers extensive integration options, allowing users to connect with a wide range of business applications. This flexibility makes it a versatile choice for businesses with diverse software needs.
- Apptivo's comprehensive suite of tools may present a slightly higher learning curve for new users. Businesses may need to invest time in training to fully leverage its capabilities.
- Apptivo's offline access is limited, which may be a drawback for users who need to work without an internet connection. This limitation could impact productivity in certain situations.
Pipeliner CRM vs Apptivo: At A Glance
Pipeliner CRM vs Apptivo: A Detailed Breakdown of Key Features
Lead Management
Lead Management is crucial for tracking and nurturing potential customers. Pipeliner CRM excels in this area with its intuitive lead tracking and management features, making it easy to organize and prioritize leads. Apptivo also offers robust lead management capabilities, but Pipeliner CRM's visual approach gives it a slight edge. If you need a CRM with strong lead management features, Pipeliner CRM is a great choice.
Sales Forecasting
Sales Forecasting helps businesses predict future sales and plan accordingly. Pipeliner CRM offers advanced sales forecasting tools, providing valuable insights into sales trends and performance. Apptivo also provides forecasting features, but Pipeliner CRM's detailed analytics and reporting make it more effective. If accurate sales forecasting is a priority, Pipeliner CRM is the better option.
Customizable Dashboards
Customizable Dashboards allow users to tailor their CRM interface to their needs. Pipeliner CRM offers flexible dashboard customization, enabling users to create personalized views of their data. Apptivo also provides customizable dashboards, with a slightly more user-friendly interface. If you value easy customization, Apptivo might be more appealing.
Mobile Access
Mobile Access ensures that users can access their CRM data on the go. Pipeliner CRM offers a mobile app with essential features for managing customer relationships on the move. Apptivo's mobile app is more comprehensive, providing a wider range of features and functionality. If mobile access is important, Apptivo is the better choice.
Email Integration
Email Integration allows users to connect their email accounts with their CRM. Pipeliner CRM offers seamless email integration, making it easy to manage communications within the platform. Apptivo also provides email integration, with additional features for tracking and organizing emails. If you need advanced email integration, Apptivo might be more suitable.
Task Management
Task Management helps users organize and prioritize their work. Pipeliner CRM offers task management features that integrate with its sales and lead management tools. Apptivo provides a more comprehensive task management system, with options for project management and collaboration. If task management is a key requirement, Apptivo is the better option.
Reporting and Analytics
Reporting and Analytics provide insights into business performance. Pipeliner CRM offers detailed reporting and analytics tools, helping users make data-driven decisions. Apptivo excels in this area, with advanced analytics and customizable reports. If you need powerful reporting and analytics, Apptivo is the superior choice.
Contact Management
Contact Management is essential for organizing customer information. Pipeliner CRM offers robust contact management features, making it easy to track and update customer details. Apptivo also provides strong contact management capabilities, with additional options for segmentation and targeting. If contact management is a priority, Pipeliner CRM is a solid choice.
Workflow Automation
Workflow Automation streamlines business processes by automating repetitive tasks. Pipeliner CRM offers workflow automation features that integrate with its sales and lead management tools. Apptivo provides more advanced automation options, with customizable workflows and triggers. If workflow automation is important, Apptivo is the better option.
Social Media Integration
Social Media Integration allows users to connect their CRM with social media platforms. Pipeliner CRM offers basic social media integration, enabling users to track and manage social interactions. Apptivo provides more comprehensive integration options, with features for social media marketing and engagement. If social media integration is a priority, Apptivo is the superior choice.
Pricing Comparison of Pipeliner CRM and Apptivo
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Pipeliner CRM and Apptivo. This comparison will highlight the best option for managing your customer relationships.
Pipeliner CRM Pricing Plans
- Minimum requirement of 3 users for activation.
- Includes account and contact management features.
- Offers opportunity and lead pipeline view.
- Provides in-app notifications for updates.
- Unique productivity features for enhanced efficiency.
- Integration with Microsoft and Google Suite.
- Dynamic velocity and target views for insights.
- Multiple currencies support for global operations.
- Enhanced analytics engine for data-driven decisions.
- Project engine for managing complex projects.
- 25 automatizer processes with up to 10,000 runs.
- 150k API calls per month for integrations.
- 100 automatizer processes with up to 100,000 runs.
- 350k API calls per month for extensive integrations.
- Comprehensive backend functions and administration.
- Professional services available as add-ons.
Apptivo Pricing Plans
- Customize up to 100 fields per app for tailored data management.
- Integrate with third-party services for enhanced functionality.
- Access 24x7 support for uninterrupted assistance.
- Utilize 25 workflows to automate routine tasks.
- Customize up to 250 fields per app for detailed data capture.
- Utilize 75 workflows to streamline business processes.
- Create 25 custom dashboards for insightful data visualization.
- Send up to 3000 emails per user per month for marketing.
- Customize up to 350 fields per app for advanced data management.
- Utilize 150 workflows for complex automation needs.
- Create 50 custom dashboards for detailed reporting.
- Send up to 5000 emails per user per month for campaigns.
- Customize up to 500 fields per app for comprehensive data handling.
- Utilize 300 workflows for extensive automation.
- Create 100 custom dashboards for in-depth analysis.
- Receive dedicated account management for personalized support.
Our Rating Methodology
We thoroughly evaluate each CRM tool, focusing on key factors like functionality, ease of use, and integrations. By analyzing user reviews and conducting hands-on testing, we ensure our recommendations fit your needs. Each factor is weighted by importance to deliver a reliable final rating, helping you make informed decisions.
Pipeliner CRM or Apptivo: Which One Matches Your Business Needs?
Choose Pipeliner CRM If You Need ...
- Intuitive visual interface
If you are a business looking for a CRM with an intuitive visual interface, Pipeliner CRM is a great choice. Its user-friendly design makes it easy to navigate and manage sales processes, boosting productivity.
- Strong sales forecasting tools
If accurate sales forecasting is a priority for your business, Pipeliner CRM offers advanced tools to provide valuable insights into sales trends and performance, helping you make informed decisions.
Choose Apptivo If You Need ...
- Comprehensive suite of tools
If you need a CRM with a comprehensive suite of tools, Apptivo is the better option. It offers project management, invoicing, and help desk support, helping businesses streamline operations and improve efficiency.
- Advanced reporting and analytics
If powerful reporting and analytics are important for your business, Apptivo provides advanced features to deliver valuable insights into performance, enabling data-driven decision-making.
Frequently Asked Questions
Which CRM tool offers better lead management features?
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Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
