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Top 41 Pipeline CRM Alternatives
Freshsales
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure
Freshsales is a customer relationship management (CRM) software by Freshworks designed for high-velocity sales teams to attract leads, engage across multiple touchpoints, close deals and nurture relationships. ...
The key features of the software include Built-in email and phone, AI-based lead scoring, Workflow automation, Visual sales pipeline and actionable insights. The software is available in more than 30 languages, supports multiple currencies and hosts over 75 apps that can be seamlessly integrated with it to enhance productivity.
Freshsales automatically captures all the website traffic as leads, cluster them based on their web activity and assigns to the relevant salesperson. It collects data and segments activities based on a contact’s behavior and runs analytics to give a 360 degree customer view.
Copper
CRM Software Built for Google & G-Suite
Copper is a CRM software for small, mid-sized and enterprise companies to manage sales leads to improve customer relationship and grow business. The CRM is built on G Suite, enabling users to integrate all information associated with G Suite is made accessible from one place. ...
It is primarily used to improve sales productivity, collaborate and manage tasks efficiently and integrate with all G Suite products
Sales productivity features include lead management, contact management, visual pipeline management. Task management includes ready-to-use e-mail templates, e-mail sync and notifications. Collaboration tools include workflow automation with integration options available
Insightly CRM
CRM Software for Gmail, G Suite and Outlook.
Insightly is a customer relationship management (CRM) tool designed for marketing, Sales, and Project Management professionals to assist in complex sales and marketing campaigns. The platform ...
The software provides Gmail and Outlook plugins, and tools that helps to integrate with other systems. The marketing campaign effectiveness can be measured using segmenting and speaking with the audiences, sharing content on every interaction and utilizing the customizable dashboard. The business processes can be streamlined further with the help of custom objects and apps.
Pipedrive
Sales CRM & Pipeline Management Software
Pipedrive is a sales management CRM tool designed for the sales and marketing professionals to help them handle all the admin related tasks and focus only towards boosting sales. The platform is ...
The AI powered sales assist feature inbuilt in the tool provides personalized inputs on performance, automation recommendations and trend charts. To help reflect on the sales process, the UI of the tool offers customization of workflows using drag-and-drop interface.
Sugar CRM
SugarCRM: #1 Rated Customer Relationship Management Software
SugarCRM is a customer relationship management and marketing automation platform for marketing, sales and services teams to achieve marketing automation and to collaborate across the entire customer lifecycle. ...
It primarily helps with lead management, inbound marketing, marketing analytics, sales forecasting, quote management and customer journey management. It can be deployed on the cloud or on prem.
It comes with built in automation and analytics.
Microsoft Dynamics 365 for Sales
Sales Force Automation | Microsoft Dynamics 365
Microsoft Dynamics 365 for Sales is a sales automation and forecasting business application that is part of the Dynamics 365 platform. It enables salespeople to build strong relationships with their customers, take actions based on insights, and close sales faster. ...
Microsoft Dynamics 365 for Sales keeps track of accounts and contacts, nurtures sales from lead to order, and creates sales collateral. Microsoft Dynamics 365 for Sales capabilities include enabling smarter selling with contextual AI, empower sellers to build relationships, boost sales productivity with seamless tools, improve coaching and sales performance, increase sales profitably with advanced insights, innovate with sales solutions built to evolve and more.
Microsoft Dynamics 365 for Sales API Access, Cadence, Contact Management, Contract Management, Database Management, Funnel Reporting, Integrations, Partner Tracking, Performance Reporting, Pipeline Management, Product & Price Control, Sales Gamification, Quotation Handling, Task Assignment, Territory/Quota Management, Cloud, On-premise and more. It creates marketing lists and campaigns, and even follows service cases associated with specific accounts or opportunities. The Unified Interface framework uses responsive web design principles to provide an optimal viewing and interaction experience for any screen size, device, or orientation.
Salesforce Sales Cloud
Sales Performance Management Software
Salesforce sales cloud is a customer relationship management and automation platform for sales teams to convert leads, close deals and understand the health of entire business in both B2B as well as B2C contexts. ...
It brings all the customer and prospect information together in an integrated platform, provides access to thousands of applications through its AppExchange marketplace and allows users to share information or ask questions using a real time collaboration feature with primary contact, opportunity, lead and data management, workflows for approval processes, sales forecasting, file sync and share and dashboards and reporting.
It provides AI driven insights from popular social media sites such as Facebook, Twitter, LinkedIn within the platform for account and contact management. It provides automatic lead scoring and routing for leads management and It automatically updates and enriches the account, contact and lead data that drives most important sales and marketing processes using AI.
ConvergeHub
All-in-One Customer Management Platform
Convergehub CRM is an all-in-one CRM software that can be used in enterprises and businesses of all sizes across various industries. It enables managing Sales, Marketing, Customer Support and Billing from one unified platform. ...
The software includes Sales Automation features that enable assigning the right lead to the right rep using lead capture and lead distribution functionality, and faster deal closures due to automated pipeline management and workflow automation tools.
Convergehub’s Marketing automation feature enables increased ROI with its personalised, automated campaigns across various channels such as email, social media and web. Visual, context rich reports provide real-time view on campaign status. The software provides automated Helpdesk features that enable better understanding of the customer and enhanced services, and a personalized approach to customer support.
workbooks.com
Workbooks | A platform to manage your business, designed and priced for the mid-market
Workbooks.com is a cloud-based Customer Relationship Management (CRM) solution that enables mid-market organisations to efficiently acquire, convert and retain customers. It helps small and midsize businesses to improve their business strategies and customer services. ...
Workbooks.com provides order management and fulfillment, invoicing and supplier management through data processing, enabling organizations to differentiate against the competition and run their business smoothly. Workbooks joins up the entire organisation around data and processes - promoting teamwork and collaboration, provides a single 360° view of customers, and the information is accessible anytime, anywhere.
Workbooks features include Marketing, Sales, Order processing, and Customer Service. It helps marketing departments run campaigns and generate more quality leads; it enables sales team to work more effectively, better identify opportunities, close more deals and grow revenue; it empowers customer support teams to deliver exceptional service and drive customer satisfaction; and it extends beyond sales, marketing and customer support to include order management, fulfilment, invoicing and supplier management. Customers see their productivity increased, their operations streamlined, insightful decisions are made and the business is better equipped to differentiate against the competition.
Daylite
Combines the power of a CRM, Project Management App, and Lead Management app
Daylite is a CRM that helps small businesses run smoother. It manages leads, clients, and projects all in one place and wins more business and get more done all with less stress. It helps to acquire customers and increase sales and revenue. ...
Daylite combines the power of a CRM, Project Management App, and Lead Management app all into one where everything is organized and shared with the team which helps to save time and increase productivity. Daylite helps to stay in touch and on top of every client. Organize all communication, details, and follow-ups in one place. It also organizes all the people, conversations, details, and next steps in one place.
Some of its features include email integration, keep a chronological history of emails, calls, and meetings, manage sales opportunities through their lifecycle, manage client or internal projects individually or as a team, create follow-ups and to-do lists with reminders, due dates, notes, and priority, controls which users and teams can see and access sensitive information and many more.
Nutshell CRM
Nutshell | Sales Automation CRM & Pipeline Management for B2B ...
Nutshell CRM is customer relationship management and sales automation tool designed for marketing professionals to help identify the right sales model which facilitates customer relationship building and boosting sales performance. ...
The primary features of the tool includes sales automation, reporting & performance tracking, team collaboration, pipeline management and contact management.
Nutshell offers integration with tool like with G Suite, Microsoft Office email and calendars. It helps design and execute sales processes. The platform allows to specify the actions and follow-ups through final negotiations, and accurately measures the impact of efforts.
HubSpot CRM
For Sales Leaders
Pipeline CRM focuses on lead and contact management, offering robust analytics and ease of migration. It supports large enterprises, especially in the construction and transportation sectors. HubSpot CRM excels in communication management and social media interactions, with strong analytics and integrations. It caters to a broad range of industries and is favored by IT and marketing sectors. Both CRM solutions offer comprehensive support options, including 24/7 support. ...
Salesflare
Intelligent sales CRM for small businesses
Pipeline CRM is tailored for large enterprises needing comprehensive capabilities like engagement management and lead tracking with strong 24/7 support. It excels in data import and custom reporting, making it fit for industries like transportation and construction. Salesflare targets smaller segments with a focus on ease and integration. Its standout is AI-powered features and communication management, suiting industries like marketing and technology. Each platform meets distinct operational needs and strategies. ...
Copper
CRM Software Built for Google & G-Suite
Pipeline CRM and Copper cater to distinct CRM needs with Pipeline CRM excelling in lead tracking and sales document management, while Copper emphasizes workflow management and the generation of new leads. Pipeline CRM supports a broader range of business goals through comprehensive integration and custom reporting features, whereas Copper focuses on scaling best practices and stakeholder relations. Both products offer strong support options, but Pipeline CRM provides more extensive 24/7 support. Their customer base also differs, with Pipeline CRM favored by large enterprises in transportation and construction industries, whereas Copper is popular among information technology and financial services firms. ...
Salesforce CRM
Customer Relationship Management solution that brings companies and customers together
Pipeline CRM and Salesforce CRM both cater to diverse CRM needs but in different capacities. Pipeline CRM supports engagement and lead tracking for large enterprises and industries like transportation, while Salesforce excels in feature-rich capabilities such as AI power and extensive integration options, appealing to a broad range of industries including IT and financial services. Pipeline offers focused support with 24/7 assistance, while Salesforce provides substantial support across various channels, making it suitable for large-scale enterprise needs. ...
Salesforce Sales Cloud
Sales Performance Management Software
Salesforce Sales Cloud and Pipeline CRM serve distinct CRM needs across industries and business sizes. Salesforce Sales Cloud excels in catering to larger enterprises with robust features and comprehensive support options. Pipeline CRM focuses on simpler engagement processes, making it well-suited for smaller businesses in specific industries such as construction and transportation. ...
Zoho CRM
Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are
Zoho CRM is a relationship management tool designed for the sales and marketing professionals to help them garner more leads, interact & engage with consumers, and boost both sales and revenue. ...
Zoho CRM offers integration with third party tools like Google Ad, DocuSign, MailChimp, LinkedIn Sales Navigator, etc. Using these integrations, it allows comparison of campaigns against sales helping to monitor spending and identifies campaign success.
Pipedrive
Sales CRM & Pipeline Management Software
Pipeline CRM and Pipedrive offer robust CRM solutions with unique strengths catering to different business needs. Pipeline CRM excels in custom reporting and data management, making it a preferred choice for large enterprises. Pipedrive stands out with its extensive integration capabilities and lead engagement efficiency, which appeals to marketing and tech-savvy industries. Both products provide comprehensive support options, but Pipedrive offers broader digital communication capabilities. ...
Hubspot Sales Hub
Fully featured Sales CRM and Sales Engagement Software
HubSpot sales hub is a sales service platform for sales teams which helps them to get all sales activities organized in one place. Using Hubspot sales teams can get lead notifications, automate tracking of all sales interactions. ...
It provides automated workflows for outreach, ability to create and share email templates, follow up with prospects, set up meetings with prospects, deal management and helps in tracking sales pipeline.
It uses several state-of-the-art technologies such as email sequencing, playbooks, inbox profiling, email tracking etc. to provide capabilities for sales pipeline management.
Insightly CRM
CRM Software for Gmail, G Suite and Outlook.
Insightly CRM and Pipeline CRM cater to different operational landscapes while enhancing customer relations, automating workflows, and supporting sales management. Insightly CRM serves large enterprises with rich features like data import and custom reports, along with strong integration options, ideal for industries like IT and financial services. Meanwhile, Pipeline CRM attracts the transportation and construction sectors with straightforward capabilities in engagement and deal management, emphasizing ease of use and migration support for various scale operations. ...
Freshsales
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure
Freshsales excels in managing extensive customer interactions with robust analytics and AI features, making it ideal for large enterprises in tech-oriented industries. Pipeline CRM offers strong lead tracking and sales document management, appealing to businesses in transportation and construction, where these functions enhance workflow efficiency. ...
Salesboom Cloud CRM
Customizable Cloud based CRM Software
Salesboom Cloud CRM is a customizable web-based CRM software that helps unify the strategic sales, marketing, customer service, and much more all in one user-friendly platform. It helps to increase sales and revenue and improve ROI. ...
Salesboom Cloud CRM customers benefit from the Cloud CRM Software system development to leverage the custom Cloud CRM Applications online software workflow on-demand platform to create the most customized and integrated customer-facing and back-office solutions, specific to their needs. It provides the Cloud CRM tools for customer relationship management, which helps to grow one customer at a time.
Some of Cloud CRM features include customized platform, workflow automation, website integration, document management, profile-based security and more.
Agile CRM
Automate your sales, marketing, and service in one platform
Agile CRM is a robust cloud-based customer relationship management software that integrates core functionalities of sales, marketing, service, and web engagement platforms into a single unified solution. ...
Agile CRM offers a massive set of features including project management, contact management, scheduling, sales and marketing automation, customer service, email tracking, landing pages, and social media marketing to name a few. With Agile CRM, users have a unified platform that puts all the information as well as people on a single page, streamlining their tasks, enhances communication and collaboration, and greatly improves productivity and output both at individual and collective levels.
Agile CRM centralizes real-time customer data, making it readily accessible and actionable across all teams. It supports full telephony integration alongside marketing support for sending email newsletters, social campaigns and SMS texts. Agile CRM automates web engagement with customer-conscious messages, pop ups, offers, surveys and signup forms.
ClickUp
One app to replace tasks, docs, chat, goals, & more
ClickUp is a customizable productivity platform that replaces other workplace apps for all users and all departments in an organization. It offers docs, reminders, goals, calendars, and even an inbox. Fully customizable, ClickUp works for every type of team, so all teams can use the same app to plan, organize, and collaborate. ...
ClickUp gives flexibility and control to organize everything from small teams to enterprise companies. It helps to tackle work from any angle with 15+ powerful views. Easily customized to manage any type of project, no code or add-ons required. Collaborate on product ideas, document bugs, or jot down meeting minutes with ClickUp Docs. Edit in real-time and keep everyone up-to-date with a visual knowledge base. Set goals, track progress, and manage resources more effectively with powerful reporting features along with Global Time Tracking, Time Estimates, and time Reporting.
Some of its features include creating tasks for anything in ClickUp, customized project management, viewing tasks in Google sheets, sending and receiving emails directly within ClickUp, scheduling the team and syncing in real-time with Google, Outlook and Apple. Goal tracking, time tracking and more.
Vtiger all-in-one CRM
Provide a seamless customer experience across marketing, sales, and customer support
Vtiger’s All-in-one CRM platform provides a seamless customer experience and helps to increase engagement, sell more and grow brand loyalty. It is built for enterprises looking to provide a great customer experience throughout the entire customer journey. ...
Its primary features include email marketing, customer portal, sales forecasts, workflow automation, inventory management, insights and integrations. This allows to boost revenue, increase conversion rate and efficiency, sales productivity growth, increase in CAGR and SLA fulfillment.
It provides 360 degree historical view of every contact. It supports multi channel communication. It offers marketing campaigns to attract and engage customers and also allows to measure campaign performance and profitability. It provides powerful tools to manage projects and to track inventory and services.
Microsoft Dynamics 365 for Sales
Sales Force Automation | Microsoft Dynamics 365
Pipeline CRM and Microsoft Dynamics 365 for Sales are leading CRM solutions catering to varied organizational needs. Pipeline CRM prioritizes ease of migration and data functionalities, serving large enterprises across sectors like transportation and construction. It emphasizes vendor support through chat and email. Microsoft Dynamics 365 for Sales focuses on robust integration and analytics, appealing to IT and software industries and offering comprehensive phone support for enterprises. Users can choose based on their primary industry and support preferences. ...
Sugar CRM
SugarCRM: #1 Rated Customer Relationship Management Software
Sugar CRM and Pipeline CRM are leading solutions in the CRM space, catering to diverse industry needs. Sugar CRM excels in document and proposal management, ideal for financial services and IT industries focusing on compliance and integration. Pipeline CRM focuses on engagement and lead management, with a strong presence in transportation and construction industries. Large enterprises predominantly choose Sugar CRM for its robust support and integration features. In contrast, Pipeline CRM's ease of migration and user-friendly engagement tools attract a broader user base, including mid-size and small businesses. ...
workbooks.com
Workbooks | A platform to manage your business, designed and priced for the mid-market
Pipeline CRM and workbooks.com both target the CRM space but have distinct strengths catering to varied industry needs. Pipeline CRM offers comprehensive engagement and lead management, with robust integration options appealing to large enterprises in construction and transport sectors. In contrast, workbooks.com excels in document and campaign management, favoring industries like financial services, through its streamlined processes and strong analytics capabilities. Consider your company's operational scale and industry to select the optimal solution. ...
SAP Customer Experience
Software to understand customers and engage them while growing revenue
SAP Customer Experience is an advanced CRM Software. The SAP Customer Experience portfolio covers every step in the customer journey process, from the first contact a customer has with a company through to when they choose to buy from it. SAP achieves this by integrating various solutions for marketing, sales, and customer relationship management. ...
SAP Customer Experience help clients build a seamless customer journey based on empathy and trust and leveraging SAP C/4HANA®, a suite of five industry-leading customer experience solutions. SAP Customer Data Cloud allows to turn anonymous visitors into loyal customers while growing the audience, building trust and personalizing customer relationships based on transparency and personal data control. SAP Marketing Cloud empowers marketers to successfully generate demand, increase lead conversions, and, ultimately, drive more sales. SAP Commerce Cloud ensures a personalized, comprehensive e-commerce experience with end-to-end commerce processes. SAP Sales Cloud enhances sales reps’ day-to-day work experience, while improving customer experiences and accelerating the buying process. SAP Service Cloud helps make service the heart of customer experience by bridging the gap between front-office engagements and back-office processes.
Act!
Act! CR
Act! is a customer relationship management (CRM) solution that combines marketing automation and sales pipeline management into a single, centralized platform. It provides the ultimate toolset to build relationships, maximize engagement and drive business growth. ...
Act! teams can manage a sales pipeline, track interactions with leads and existing customers, and access email marketing tools. Also allows customer support teams to manage and sync data such as account updates and pending sales opportunities. Act! provides a shared calendar that can help improve team collaboration.
Built-in CRM features enable business growth teams to track lead sources, competitor activity, emails, and more. Its additional features include CRM and Marketing Automation, delight every customer, every time, market like a pro, win raving fans for life, focus where it counts, get organized and busy and more.
Maximizer CRM
SALES CRM SOFTWARE - PIPELINE MANAGEMENT
Pipeline CRM and Maximizer CRM offer robust tools tailored to different business needs. Pipeline CRM shines in lead management and customization features, making it ideal for larger enterprises in industries like transportation and management consulting. On the other hand, Maximizer CRM excels in managing customer interactions and scaling best practices, with strong compliance features favored by sectors like publishing and education. Both offer reliable support, but Pipeline's 24/7 options may attract those requiring constant assistance. ...
Less Annoying CRM
Simple Contact Management for Small Business
Less annoying is a CRM tool designed for small businesses to help manage contacts, track leads, and follow-ups. The platform helps in contact management by offering a single screen to access ...
The platform is hosted on cloud, making it easy to access information from any device without syncing or installing. Also, it automatically installs updates.
BUSINESSNEXT '' formerly CRMNEXT ''
The #1 CRM For Banking And Insurance
BUSINESSNEXT is a cloud-native, platform-as-a-service universe designed to speed the digital transformation of banking, insurance, and financial organizations. BUSINESSNEXT is an AI-powered ...
Sage CRM
Top-rated cloud financial management
Sage CRM is a cloud-based customer relationship management solution that helps businesses optimize the customer experience by offering tools to manage new and existing client relationships. It helps to enhance customer relationships and acquire customers. ...
Sage CRM accelerates response time to customer inquiries with accurate information related to project costing and pricing. It provides time and expenses tracking through mobile devices to get real-time insight on tasks completed, improve accounting processes with automated creation of customer invoices, revenue recognition entries, and budget adjustments, simplify project management and ensure accurate tracking to optimize profitability and keep projects on schedule.
Sage CRM helps to gain reliable insight where the business stands and act, understand customers better to improve customer retention and drive revenue growth, collaborate effectively to be productive and efficient, and accelerate team performance.
Apptivo
Cloud Business Management Software Suite
Apptivo is a Business Management Software that is used by organizations to experience the power of integrated software. It consists integrated set of apps that include CRM, Project Management, Contract Management, Email Marketing, Help Desk, Invoicing and more. It helps to improve efficiency and enhance customer relationships. ...
Apptivo integrated suite of apps is used by businesses of all sizes, ranging from just one user to thousands. It provides customizable apps for businesses to enhance collaboration and communication with the customers.
Some of its features include tracking the complete sales process and close more deals from anywhere with the online CRM software, collaborate on tasks, manage timesheets, and log expense reports, billing system to send and receive online payments from anywhere, supply chain management with vendor tracking, purchasing, and inventory and many more.
BenchmarkONE
Sales and marketing software for small businesses and marketing agencies
BenchmarkONE is an integrated marketing automation and CRM platform that aims to help users more effectively track and maintain both prospective and existing customers. It helps agencies and small business owners propel relationships into sales with all-in-one CRM and marketing automation. BenchmarkONE is designed for a wide range of businesses, including teams in advertising, consulting, hospitality, real estate and more. ...
BenchmarkONE integrated solution offers combined sales automation, marketing automation and email marketing features. With CRM, email marketing, and marketing automation tools all in one app, users can drive more business, organize contacts, boost response rates, and see their progress at a glance. BenchmarkONE’s CRM is a simple alternative to expensive, bloated sales software. BenchmarkONE’s email marketing tools integrate with CRM for data that tells a more complete story about your contacts. Picks up the slack in business processes with marketing automation. BenchmarkONE includes features to help users more effectively maintain and track both prospective and existing clients.
Zendesk Sell
Enhance productivity, processes, and pipeline visibility for sales teams
Pipeline CRM offers a robust suite for large enterprises, focusing on lead management and comprehensive communication tools, paired with extensive customer support options. Conversely, Zendesk Sell caters to diverse industries with strong communication tracking and efficient contact management, yet offers comparatively limited support access. Both CRMs support increasing sales and enhancing relationships, important for businesses of all sizes. Pipeline CRM's edge lies in extensive data capabilities, while Zendesk Sell's strengths include adaptability and usability for smaller teams. ...
GreenRope
CRM with Marketing Automation for maximum growth and efficiency
GreenRope is a CRM that includes Marketing Automation platform that provides powerful and easy to use marketing automation, email marketing, and social media integration. It helps to increase sales and revenue and acquire customers. ...
GreenRope is the all-in-one CRM that accelerates growth by increasing awareness, generating leads, and driving conversions. Users can leverage advanced automation, predictive analytics, and artificial intelligence (AI) with an intuitive, easy-to-use interface.
GreenRope's features are built to help communicate with leads and clients. Some of the tools that help to engage the contacts include GreenRope’s Marketing that helps to bring omnichannel experiences to leads and customers right from email marketing and lead nurturing to websites, landing pages, social media management, and more. Its sales software has the tools needed to develop stronger relationships with leads and clients and most importantly, close more deals. GreenRope’s Operations help to run and manage a business while bringing in the components required from sales and marketing. It provides marketing and sales personnel the additional data they need to bring in leads and convert them into loyal customers.
Salesmate Sales CRM
Sales CRM Software for Growing Sales Teams
Salesmate is a sales CRM platform that enriches customer interactions, boosts sales productivity and helps win more deals. It helps to manage sales & revenue, save time and acquire new customers. ...
Salesmate is an intelligent sales CRM which helps sales reps to be more productive, increase their sales and engage deeply with their customers. Salesmate helps businesses close more deals faster.
Salesmate easily captures contacts, enrich them, track all conversations and activities, and have informed conversations with better insights, uses sales activity tracker to plan ahead, track activities and automate sales process steps. It improves on entire sales funnel by using interactive, pre-built, and customizable sales reports. These features help Salesmate in converting the team into a top-selling squad.
