cuspera logo CUSPERA

Platformax CRM vs Pipeliner CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Platformax CRM vs. Pipeliner CRM is based on a specific set of business needs and context. The comparison uses 3417 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Pipeliner CRM

Platformax CRM, Pipeliner CRM, SalesNexus, Claritysoft CRM, 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.

Platformax CRM covers Engagement Management with E-Mail, Helpdesk Management with Website, Communication Management with E-Mail, Contact List Management, etc.

Pipeliner CRM focuses on Engagement Management, Forecasting, Contact List Management with Mobile, Pipeline Management, etc.

"Platformax is helping us co-ordinate and keep track of our sales efforts in an efficient and organised manner. It takes a while to get into the habit but it is well worth it. " - Paromita Sanatani

"Due to continued enhancements, every month Pipeliner and its users can grow together,” he concluded. “It’s not growing in numbers only. It's growing by learning how sales continue to be managed over time. " - Johann Jessenk

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.


logo Platformax CRM

Focus area

Platformax CRM is better than Pipeliner CRM for

Software Failure Risk

  • medium

logo Pipeliner CRM

Focus area

Pipeliner CRM is better than Platformax CRM for

Software Failure Risk

  • medium

About

Inside sales CRM, generate more leads with prospecting and sales management

Pipeliner CRM | Sales CRM Software - Sales Enablement

Age

2014

Financials

PRIVATE

NA

Business Need

Total Processes
(we found evidences for)

42

77

Total Goals
(we found evidences for)

3

9

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


helpdesk management


communication management

tracking & monitoring communications

sending & publishing communications


contact list management



relationship management


pipeline management


generation of new leads





training & onboarding


workflow management



sales review & feedback



campaign management

campaign monitoring


sales call management


opportunity management




performance management


follower management


customer feedback management

measuring customer satisfaction



discount management


promotion management



social media management

social media analytics



competitive intelligence


business development


products & pricelist management


conversion management





customer case management


content publishing


searching for content


content management

content publishing

searching for content


proposal & quote management


contract management


sales document management

proposal & quote management

contract management


identify target customers


customise loyalty program


loyalty management

identify target customers

customise loyalty program


social media marketing



lifetime value management


motivation management



lead qualification






Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve ROI

  • Improve efficiency

  • Enter new markets internationally or locally

  • Scale best practices

  • Improve stakeholder relations

  • Improve internal communications

  • See 6 more

Top Channels

Channels Used

  • mobile

  • social media

  • e-mail

  • phone calls

  • mobile app

  • promotions

  • offline

  • website

  • print media

  • magazine

  • channel partners

  • chat

  • point of sale

  • on premises

  • coupons

  • LinkedIn

  • See 13 more
  • mobile

  • social media

  • e-mail

  • phone calls

  • mobile app

  • promotions

  • offline

  • website

  • print media

  • magazine

  • channel partners

  • chat

  • point of sale

  • on premises

  • coupons

  • LinkedIn

  • See 13 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting