Comparison Summary
This comparison report of OptifiNow vs. Pipeliner CRM is based on a specific set of business needs and context. The comparison uses 3332 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing OptifiNow and Pipeliner CRM
OptifiNow, Pipeliner CRM, Soffront, Thryv, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
OptifiNow covers Communication Management with Social Media, Social Media Management with Social Media, Engagement Management, Competitive Intelligence, etc.
Pipeliner CRM focuses on Engagement Management, Forecasting, Contact List Management with Mobile, Pipeline Management, etc.
"We were looking for a software provider that could handle all of our different mortgage product lines, and only OptifiNow checked all the boxes. As opposed to managing and training to multiple pieces of software, our whole company can run on just on...e platform. The OptifiNow team has worked hand in hand with us to map out unique sales processes for each product and implement them in a quick and painless way. They are an excellent partner. " - Brian Roe
"I’ve been leading and managing industrial salesforces for a long time, and I’ve used a lot of different software packages, including Sugar, Salesforce, Goldmine, Lotus Notes and many others. I would say Pipeliner is by far the best one I’ve used—a p...erfect mix of functionality and ease of use. I give Pipeliner a ten out of ten. " - Howard Lind
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Marketing Automation, Lead Management
Pipeliner CRM | Sales CRM Software - Sales Enablement
Financials
PRIVATE
NA
Business Need
Total Processes
(we found evidences for)
56
77
Total Goals
(we found evidences for)
10
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
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Improve ROI
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Scale best practices
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Enhance customer relationships
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Improve brand engagement
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve digital and social presence
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Improve internal communications
- See 7 more
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Increase sales & revenue
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Enhance customer relationships
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Acquire customers
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Improve ROI
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Improve efficiency
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Enter new markets internationally or locally
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Scale best practices
-
Improve stakeholder relations
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Improve internal communications
- See 6 more
Top Channels
Channels Used
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mobile
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social media
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e-mail
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phone calls
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mobile app
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promotions
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offline
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website
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print media
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magazine
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channel partners
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chat
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point of sale
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on premises
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coupons
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LinkedIn
- See 13 more
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mobile
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social media
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e-mail
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phone calls
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mobile app
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promotions
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offline
-
website
-
print media
-
magazine
-
channel partners
-
chat
-
point of sale
-
on premises
-
coupons
-
LinkedIn
- See 13 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
