Agile CRM vs. Pipeliner

Comparing two CRMs: Agile CRM vs. Pipeliner

When choosing between two fully-featured CRMs, you need to know which one has the features that work for you. We compare Agile and Pipeliner to help you find the perfect fit.

Customer Relationship Management (CRM) software solutions have become the norm when tracking and managing customer contacts. It has simplified tasks to enable businesses to maintain customer relationships and sales and marketing processes with ease. Users have one platform for pipeline management, lead scoring and management, sales activity, updating records, and email tracking. These software solutions help with contract and document management, sales goal planning and tracking, invoicing and billing, and nurture campaign mapping.

Use CRM software solutions to get aggregated information about customers to target audiences more accurately and mine data to fit customer personas.

Let’s compare two popular CRM software solutions: Agile CRM and Pipeliner.  We’ll consider their features, integrations, and pricing models to help you make a sound choice for your business’s needs. Use ourProduct Selection Tool to receive five recommendations of products tailored to your requirements from our Technology Advisors. It’s free and easy to use.

Agile CRM vs. Pipeliner: An overview

Agile CRM, or Agile, is a cloud-based software product designed to meet the CRM needs of small to mid-sized businesses. It comes with contact management, landing page building, telephone tools, marketing automation, project management, and appointment scheduling features. Users have one platform for reporting and analytics, social media, service, sales, and marketing. It comes with task management functionality and tracks website visitors to analyze customer behavior.

Pipeliner lets users and customers engage to increase sales using a simple formula: pipeline + process + focus + analytics. The software comes with uniform navigation through a friendly drag-and-drop interface with automation add-ins and visual reports. Users can customize the platform to show what’s important by adjusting the dashboard. Pipeliner can be used without a full-time certified administrator. Users can set up multiple pipelines to manage sales tasks, organize leads, and track potential opportunities.

Agile CRM vs. Pipeliner: A comparison of features

Agile helps users with a variety of CRM tasks through its features:

  • Deals: Agile automates follow-ups and enables users to predict future revenues. Use its next-gen tools for creating multiple deal tracks with custom milestones, and get real-time metrics.
  • Project management: Agile syncs all information in real time to keep members on the same page across all projects. Users can collaborate and communicate using telephone tools. The software comes with drag-and-drop management tools to simplify moving tasks between sections.
  • Contact management: The software offers one centralized hub for storing and managing contacts. Sales reps can customize customer information to include interests and interactions with brands. It allows for higher customer conversion by identifying potential customers.
  • Telephone tools: Agile lets users receive and make calls from within the software. Its integrations allow for enhanced caller ID, voicemail drops, call forwarding and logs, recording and playback, and call notes and archives.
  • Landing page builder: Use Agile to create an enticing landing page through its free templates and drag-and-drop designer that requires no coding skills. The landing pages can be accessed across all device types and provides the same details regardless of device used. Users can add web forms to trigger marketing automation campaigns and capture leads.
  • Schedule appointments: Customers can schedule appointments through online calendars created by users. They can choose from the list of dates and time slots with just a few clicks. Appointments made are added to the user’s Google or Agile calendar, and they are automatically notified of upcoming events.

Pipeliner makes CRM tasks easier through its set of features:

  • Flexible interface and organized sales: Pipeliner offers a highly visual interface for focused and improved productivity. It makes onboarding easier through uniform navigation and built-in tools and allows users to choose between multiple pipeline views such as bubble chart and compact views. Pipeliner has color-coded indicators to reflect task status within the pipeline and make sales tracking easier.
  • No required admin: The software can be run without a certified admin. Managers can train with the Admin Module and learn the color-coded, drag-and-drop functions to learn how to use the software quickly. It provides guides, built-in support tools, and context-specific guided video tours to help users get acquainted with the software. Pipeline comes with access and permission features to set the specific members who can access the pipeline.
  • Account and task management: Users can choose from three types of views: Compact to see important account information and recent activity, Bubble Chart for a 3D map of opportunities and estimated deal size and closing dates, and Pipeline for seeing every potential opportunity in the sales pipeline.
  • Secure data archive: Pipeline has a Product Catalogue Feature to help sales reps provide product information and prices without switching systems. They can pick the best products with ease to pitch to the contract. The software keeps a record of information on lost deals and all data entered.
  • Offline CRM and mobile app: Users can choose between Pipeliner CRM Cloud and Pipeliner CRM Hybrid. The CRM Hybrid version offers full functionality even while offline, and the changes made on the desktop app are automatically updated to the cloud once it is back online. It comes with a mobile app that is compatible with both iOS and Android devices.

Agile CRM vs. Pipeliner: A comparison of prices

Agile offers a 4-tier pricing model: Free, Starter, Regular, and Enterprise. All four tiers are charged on a per user, per month basis and billed annually. The Free plan welcomes up to 10 users and offers storage of up to 50,000 companies and contacts. Users that require more sales, marketing, and service features can opt for the Starter and Regular plans, while users who want more features, extras, and tighter security can go for the Enterprise plan.

Read also: The 11 Best CRM Software Vendors of 2020

Pipeliner offers a 3-tier pricing plan that is charged on a per user, per month basis: Starter, Business, and Enterprise. The Starter plan offers basic sales management, tracking, and collaboration features, while the Business plan has full CRM functionality, customization, and unique productivity features. The Enterprise plan comes with full CRM functionality and includes advanced reporting, services, and customization.

You can contact the vendors directly to receive more detailed information on the features included in every plan.

Agile CRM vs. Pipeliner: A comparison of integrations

Agile’s integrations help users work more efficiently with other apps such as:

  • Twitter
  • Facebook
  • TowerData
  • UserVoice
  • Tidio Chat
  • LiveHelpNow

Pipeliner makes CRM tasks easier through the following integrations:

  • FreshBooks
  • FullContact
  • Dropbox
  • Magento 
  • MS Office
  • Google Forms

Pick a CRM software solution that allows your business to succeed

Both software products have similar features that make your CRM tasks easier. However, their differences should matter when making a choice. 

Agile is suitable for small to mid-sized businesses and has a free plan for start-up companies and individual users, while Pipeline offers only a free trial. Agile comes with telephone tools that enable users to make and receive calls within the software. As for Pipeliner, its best advantage is in its offline CRM and mobile app because it ensures all data are saved and synced even while offline.  

Further Reading

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