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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Choose a sales platform that boasts simple setup, effortless integrations, and user-friendly tools. With Pipeline CRM, you will gain access to all the resources necessary to expedite your sales processes. With 15 years of experience in developing sales enablement tools, we have actively listened to our customers to refine our offerings. The outcome is a platform that is straightforward to navigate, tailored to your needs, and devoid of unnecessary complications. Every aspect of your sales pipelines is readily available when you need it and discreet when you don't, ensuring clarity and focus in your workflow. View all of your transactions in a single, adjustable list format, and utilize filters to easily locate specific information. Our customer support team consists of real professionals based in the US, all of whom are daily users of Pipeline and have extensive expertise. Renowned for our exceptional customer service, we pride ourselves on answering calls within two rings without any complicated phone menus. Initiating your experience is a breeze with our personalized onboarding services, and we also offer custom development solutions. If you require something beyond our standard offerings, don’t hesitate to reach out. Beginning your journey with us is straightforward, with no hidden fees or need for engineering resources, making it an ideal choice for businesses of all sizes. You can focus on what truly matters—growing your sales.

Description

SalesOptima is the perfect solution for individuals or businesses that do not require a comprehensive CRM software system. This web-based contact management tool is fully integrated and equipped with everything needed to efficiently operate a small enterprise. The homepage is designed for easy access to your contact details, enabling you to manage and engage with your contacts effortlessly. It can be accessed from any computer or mobile device, ensuring that you always have your essential business information at your fingertips. With our Sales Optimization features, you can enhance productivity by accomplishing more tasks in a shorter amount of time. SalesOptima empowers you to create various web forms to gather data from your website, kickstart sales and automate workflow campaigns, among other functionalities. You will have complete oversight of the intervals between workflow events, allowing you to design and uphold tailored processes for sales, marketing, and customer service. This flexibility ensures that you can adapt your strategies to meet the unique needs of your business, ultimately driving greater success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

APIANT
Axis LMS
Constant Contact
Fluttermail
Formstack
Hootsuite
HubSpot Marketing Hub
HubSpot Operations Hub
Mailchimp
Mailigen
Nekton.ai
Nimble
Peaka
QuickBooks Online
SyncSmart
Wufoo
Xero
Yesware

Integrations

APIANT
Axis LMS
Constant Contact
Fluttermail
Formstack
Hootsuite
HubSpot Marketing Hub
HubSpot Operations Hub
Mailchimp
Mailigen
Nekton.ai
Nimble
Peaka
QuickBooks Online
SyncSmart
Wufoo
Xero
Yesware

Pricing Details

$19.95 per month
Free Trial
Free Version

Pricing Details

$39 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Pipeline

Website

pipelinecrm.com

Vendor Details

Company Name

SalesOptima

Website

www.salesoptima.com

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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