Pipeline CRM Features
What are the features of Pipeline CRM?
Sales Force Automation
- Contact & Account Management
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Customer Contract Management
Marketing Automation
- Email Marketing
- Lead Management
Customer Support
- Case Management
- Customer Support Portal
- Knowledge Base
Mobile & Social
- Mobile User Support
Reporting & Analytics
- Reporting
- Dashboards
- Forecasting
Top Rated Pipeline CRM Alternatives
Pipeline CRM Categories on G2
Filter for Features
Platform
Customization | Based on 288 Pipeline CRM reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. | 81% (Based on 288 reviews) | |
Workflow Capability | Based on 271 Pipeline CRM reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 81% (Based on 271 reviews) | |
User, Role, and Access Management | Based on 298 Pipeline CRM reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 84% (Based on 298 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. 75 reviewers of Pipeline CRM have provided feedback on this feature. | 82% (Based on 75 reviews) | |
Sandbox / Test Environments | As reported in 57 Pipeline CRM reviews. Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. | 76% (Based on 57 reviews) | |
Document & Content Mgmt. | Based on 242 Pipeline CRM reviews and verified by the G2 Product R&D team. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. | 79% (Based on 242 reviews) | |
Performance and Reliability | Based on 300 Pipeline CRM reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 89% (Based on 300 reviews) | |
Output Document Generation | Based on 129 Pipeline CRM reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. | 81% (Based on 129 reviews) |
Sales Force Automation
Contact & Account Management | Based on 638 Pipeline CRM reviews and verified by the G2 Product R&D team. Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. | 87% (Based on 638 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 629 Pipeline CRM reviews and verified by the G2 Product R&D team. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. | 87% (Based on 629 reviews) | |
Task / Activity Management | Based on 643 Pipeline CRM reviews and verified by the G2 Product R&D team. Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. | 84% (Based on 643 reviews) | |
Territory & Quota Management | Based on 387 Pipeline CRM reviews and verified by the G2 Product R&D team. Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. | 77% (Based on 387 reviews) | |
Desktop Integration | Based on 451 Pipeline CRM reviews and verified by the G2 Product R&D team. Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. | 81% (Based on 451 reviews) | |
Product & Price List Management | Based on 307 Pipeline CRM reviews and verified by the G2 Product R&D team. Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. | 76% (Based on 307 reviews) | |
Quote & Order Management | Based on 341 Pipeline CRM reviews and verified by the G2 Product R&D team. Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. | 77% (Based on 341 reviews) | |
Customer Contract Management | Based on 418 Pipeline CRM reviews and verified by the G2 Product R&D team. Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. | 82% (Based on 418 reviews) |
Marketing Automation
Email Marketing | Based on 362 Pipeline CRM reviews and verified by the G2 Product R&D team. Allows users to send email to contacts in bulk. Common features include: Built in Email templates, social media integration, Subscriber list management, sign up forms, success rate reports, AB testing and auto-responders. | 75% (Based on 362 reviews) | |
Campaign Management | Based on 356 Pipeline CRM reviews and verified by the G2 Product R&D team. Optimizes the process for organizations to develop and deploy multiple-channel marketing campaigns to target groups or individuals and track the effect of those campaigns, by customer segment, over time. | 76% (Based on 356 reviews) | |
Lead Management | Based on 489 Pipeline CRM reviews and verified by the G2 Product R&D team. Allows users to manage and track leads though a process. The lead process typically involves steps such as: 1. Lead Generation, 2. Customer Inquiry, Inquiry Capture, Lead Filtering, Lead Grading, Lead Distribution and Lead Qualification. | 86% (Based on 489 reviews) | |
Marketing ROI Analytics | Based on 315 Pipeline CRM reviews and verified by the G2 Product R&D team. Enables analysis of effectiveness of an organizations various marketing activities | 75% (Based on 315 reviews) |
Customer Support
Case Management | See feature definition | Based on 371 Pipeline CRM reviews and verified by the G2 Product R&D team. Tracks issues/help requests reported by customers through the resolution process. | 84% (Based on 371 reviews) |
Customer Support Portal | Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. This feature was mentioned in 392 Pipeline CRM reviews. | 85% (Based on 392 reviews) | |
Knowledge Base | Based on 413 Pipeline CRM reviews. Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. | 83% (Based on 413 reviews) | |
Call Center Features | Based on 323 Pipeline CRM reviews and verified by the G2 Product R&D team. Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. | 83% (Based on 323 reviews) | |
Support Analytics | Based on 323 Pipeline CRM reviews and verified by the G2 Product R&D team. Enables analysis of customer support activities to optimize customer support professionals, processes and tools. | 83% (Based on 323 reviews) |
Integration
Data Import & Export Tools | Based on 273 Pipeline CRM reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 84% (Based on 273 reviews) | |
Integration APIs | Based on 184 Pipeline CRM reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 78% (Based on 184 reviews) | |
Breadth of Partner Applications | Based on 163 Pipeline CRM reviews and verified by the G2 Product R&D team. To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. | 72% (Based on 163 reviews) |
Mobile & Social
Social Collaboration Features | Based on 270 Pipeline CRM reviews and verified by the G2 Product R&D team. Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone | 75% (Based on 270 reviews) | |
Social Network Integration | Based on 258 Pipeline CRM reviews and verified by the G2 Product R&D team. Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. | 74% (Based on 258 reviews) | |
Mobile User Support | Based on 410 Pipeline CRM reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices. | 76% (Based on 410 reviews) |
Reporting & Analytics
Reporting | Based on 591 Pipeline CRM reviews and verified by the G2 Product R&D team. Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. | 81% (Based on 591 reviews) | |
Dashboards | Based on 629 Pipeline CRM reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 83% (Based on 629 reviews) | |
Forecasting | Based on 468 Pipeline CRM reviews and verified by the G2 Product R&D team. Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. | 78% (Based on 468 reviews) |
Data Sourcing
Data Sourcing | Compiles data from a breadth of either internal or external sources. | Not enough data | |
Exporting & Sharing Data | Enables user to communicate data by securely exporting and sharing it. | Not enough data | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices. | Not enough data | |
Interactive Dashboards | Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. | Not enough data | |
Data Segmentation | Enables user to segment customer or prospect data in meaningful ways such as by industry or region. | Not enough data |
Predictive Analytics
Lead Scoring | Provides scores or rankings of each prospect based on the data provided. | Not enough data | |
Opportunity Scoring | Provides insights to determine which deals already in the pipeline have the best chance of closing. | Not enough data | |
Risk Analysis | Warns sales teams of accounts that may be at risk of being lost. | Not enough data | |
Live Forecasting | Provides live customer data so that sales organizations forecasts stay current. | Not enough data |
Sales Management
Live Pipeline Management | Updates every time a change is made enabling users to trace a deal through the pipeline. | Not enough data | |
Sales Gamification | Enables competition between a sales team by providing things like challenges and scoreboards. | Not enough data | |
Account-Based Analytics | Provides insightful data at the account level to arm salespeople with the most relevant information possible. | Not enough data | |
Activity Tracking | Enables sales managers to stay on top of their team activities by providing visibility into customer communication. | Not enough data |
Incentives
Badges | Assigns achievement badges to high-performing employees based on pre-determined standards. | Not enough data | |
Triggers | Automatically recognizes achievements that should be added to the leaderboard. | Not enough data | |
Commission Calculator | Helps users determine sales goals by calculating potential commission rates. | Not enough data | |
Leaderboards | Highlights top-performing employees to publicly reward their achievements. | Not enough data |
Personalization
Profiles | Creates user profiles similar to social media pages that display private or public statuses and updates. | Not enough data | |
Custom Reports | Generates reports with customizable fields to further understand employee performance. | Not enough data | |
Dashboards | Visualizes individual and team insights such as new leads and outbound calls. | Not enough data | |
Goal Setting | Allows teams to set trackable goals within the tool. | Not enough data |
Administrative
Integration | Integrates with CRM and financial systems to help determine goals | Not enough data | |
Employee Structure | Organizes team members by roles, activities and objectives and weighs tasks by importance. | Not enough data | |
Behavior Monitoring | Allows managers and administrators to peruse profiles and monitor employee behavior and performance. | Not enough data |
