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
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Platform
Customization | Based on 287 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 287 reviews) | |
Workflow Capability | Based on 270 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 270 reviews) | |
User, Role, and Access Management | Based on 297 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 297 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 74 Pipeline CRM reviews. | 82% (Based on 74 reviews) | |
Sandbox / Test Environments | Based on 56 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 56 reviews) | |
Document & Content Mgmt. | Based on 241 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 241 reviews) | |
Performance and Reliability | Based on 299 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 299 reviews) | |
Output Document Generation | Based on 128 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 128 reviews) |
Sales Force Automation
Contact & Account Management | Based on 637 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 637 reviews) | |
Opportunity & Pipeline Mgmt. | Based on 628 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 628 reviews) | |
Task / Activity Management | Based on 642 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 642 reviews) | |
Territory & Quota Management | Based on 386 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 386 reviews) | |
Desktop Integration | Based on 450 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 450 reviews) | |
Product & Price List Management | Based on 306 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 306 reviews) | |
Quote & Order Management | Based on 340 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 340 reviews) | |
Customer Contract Management | Based on 417 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 417 reviews) |
Marketing Automation
Email Marketing | Based on 361 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 361 reviews) | |
Campaign Management | Based on 355 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 355 reviews) | |
Lead Management | Based on 488 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 488 reviews) | |
Marketing ROI Analytics | Based on 314 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 314 reviews) |
Customer Support
Case Management | See feature definition | Based on 370 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 370 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 391 Pipeline CRM reviews. | 85% (Based on 391 reviews) | |
Knowledge Base | Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. This feature was mentioned in 412 Pipeline CRM reviews. | 83% (Based on 412 reviews) | |
Call Center Features | Based on 322 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 322 reviews) | |
Support Analytics | Based on 322 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 322 reviews) |
Integration
Data Import & Export Tools | Based on 272 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 272 reviews) | |
Integration APIs | Based on 183 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 183 reviews) | |
Breadth of Partner Applications | Based on 162 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 162 reviews) |
Mobile & Social
Social Collaboration Features | Based on 269 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 269 reviews) | |
Social Network Integration | Based on 257 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 257 reviews) | |
Mobile User Support | Based on 409 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 409 reviews) |
Reporting & Analytics
Reporting | Based on 590 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 590 reviews) | |
Dashboards | Based on 628 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 628 reviews) | |
Forecasting | Based on 467 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 467 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 |
