Enterprise

Pipeliner CRM Costs, Features, Applicability, And More 2023 – Let’s Discuss

Soumava Goswami

Enterprise June, 06 2023

In the current business environment, your business needs a CRM, which can help you accomplish a lot of jobs like lead management, contact management, email, marketing, pipeline management, and providing reports and analytics on various aspects of your marketing processes. If you are hoping to work with a CRM and implement it in your business, then Pipeliner CRM can be a good option for you.

In this article, we will provide you with a brief overview of Pipeliner CRM. We will also show you why it is a great addition to your business and marketing processes. Apart from that, you will come across the major features of this software system. Finally, we will share the essential pros and cons of Pipeliner CRM. Hence, to learn more about the software, read on through to the end of the article.

Pipeliner CRM – A Brief Overview Of The Software Platform

According to the official website of Pipeliner CRM,

“Pipeliner allows salespeople to take control of their opportunities, remain consistent through every stage of the sales process, and always stay focused on important priorities. It’s the CRM that salespeople actually enjoy using.”

However, we feel that as compared to popular CRMs like Less Annoying CRM, and others, Pipeliner CRM seems more visual and appealing at first look. You will also get a graphical overview of the various pipelines of your business organization. This will, in turn, help to provide your marketing and sales teams with an updated and detailed view of current activities, and that too, in a visual manner.

With the Pipeliner CRM revenue option, you can check the graphical representation of your revenue numbers as well. If you are better with graphs, charts, and visuals, as compared to data on tables, then Pipeliner CRM is probably the one you must go for.

Apart from that, the pricing plans associated with Pipeliner CRM are also great and are not complicated at all. As you pay more, the features and the tools that you get grow in number.

Pipeliner CRM Pricing

The following table shows the plans and pricing of the Pipeliner CRM software platform:

Plans	Pricing
Starter	$65 per user per month (yearly billing)
Business	$85 per user per month (yearly billing)
Enterprise	$115 per user per month (yearly billing)
Unlimited	$150 per user per month (yearly billing)

On all these plans, there is a 30-day free trial available, which you can use, to find out whether you want to implement the app in your business processes or not.

Why Can Pipeliner CRM Be A Great Option For Your Small Business?

According to PCMag.com,

“Pipeliner CRM is designed for businesses of up to 200 users, so it plays in a different market than our Editors’ Choice for CRM Salesforce.com, which is best suited for larger organizations. It has a lot in common with our other CRM Editors’ Choice, Zoho CRM, as it offers some customizations and integration with third-party tools.”

Once you do a Pipeliner CRM login, you will be able to download a website application on your computer. The software platform is based on the cloud, where all the data is stored. However, you will have to access all the data using a local client. This helps you to have offline access, even when you do not have an internet connection with you.

Hence, if you are looking for a low-priced option with the capability to visually represent data to you and your team, then Pipeliner CRM is the one you must choose. However, there are some security issues, which you must check by yourself while you are in the trial period.

The Essential Pipeliner CRM Features You Need To Know

The official website of Pipeliner claims –

“Pipeliner was well aware that CRM was not assisting salespeople. As a result, they decided to approach CRM from the bottom up rather than the top down. To put it another way, Pipeliner designed an app that would empower salespeople while also making CRM completely worthwhile for them.”

The following are the major features of Pipeliner CRM:

Contact management and lead management.
Visual reporting of data and essential information.
Integration to third-party apps and software platforms.
Ability to connect multiple payment systems.
Top-grade sales forecasting.
Ability to track commissions with the help of an automation feature.
Unlimited storage space for files due to connection with the cloud.

Pipeliner CRM – Major Pros And Cons Of The Software

The following are the major pros and cons of Pipeliner CRM that might help you to decide whether you will implement the software in your business processes or not:

Pros Of Pipeliner CRM

Here are the major pros of Pipeliner CRM:

The platform lets you work offline. Apart from letting you save your data, this software also allows you to work in emergency situations.
You will be able to integrate social media platforms with this software system too.
The visuals and graphics of this software system are really appealing.
The pricing is low and quite simple. There are not many complicacies with the pricing system.
You get a thirty-day trial before you decide whether to make a purchase or not.

Cons Of Pipeliner CRM

Here are the major cons of Pipeliner CRM:

There are issues and lags related to security.
The custom reports available through the software are limited, and hence the software is not a great option for growing businesses.
The Android app seems outdated and needs to be updated regularly.
Lack of advanced features on the applications.

Summing Up

One of the best things about Pipeliner CRM is that it has an attractive interface, which makes your customer relationship management processes more visual and appealing. Apart from that, the app is also priced quite reasonably, which can be helpful for small businesses or solopreneurs. However, there are some issues related to security, which can create problems for growing businesses.

Hope this article was helpful for you in getting a better idea of whether the Pipeliner CRM software system is applicable to your business processes or not. What do you think of this software system? Share your reviews with us in the comments section below.

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Soumava Goswami

A passionate writer and an avid reader, Soumava is academically inclined and loves writing on topics requiring deep research. Having 3+ years of experience, Soumava also loves writing blogs in other domains, including digital marketing, business, technology, travel, and sports.

Maximizing Lead Conversion: Best Lead Management Software To Generate More Sales

Lead management comprises a variety of methods, processes, and practices, with the help of which businesses acquire new clients. This process is also called Customer Acquisition Management. There are many lead management software which are popular among both small and large businesses. These software systems come with tools that are created to fulfill the needs related to lead management processes. In this article, you will get a lead management software list, along with a description of the lead management software features. Furthermore, you will get some general details about each of these software systems. Hence, to learn more, read on through to the end of the article. What Is A Lead Management Software? Lead management is one of the most important processes of a business in today's day and age, especially if your business is based on the Internet. To manage leads, you will also need to get access to simple software-based tools that help you to maintain the client database and sales lead. According to an article on ActiveCampaign.com, “At its core, lead management software is a digital hub that consolidates and organizes all lead-related information. The software collects and stores valuable data about leads, including contact details, demographics, and interaction history.” Lead management software allows your business to find and get leads from different sources, including landing pages, website forms, social media platforms, and other platforms where marketing is possible. With such software, you will also be able to score leads and increase your prospects. Lead Management Software Vs CRM: What Is The Difference? While lead management software allows you to collect data, identify prospects, and close deals on sales, CRM software is helpful when you already have an existing customer base. In the latter system, you can consider the sales approach only if you have a database of customers. However, there are many new Lead management CRM software options available that allow you to do both jobs, including lead management and customer relationship management. According to SoftwareTestingHelp.com, “Certain software tools combine the services of lead management and CRM as the former leads to later, but CRM can never be a part of lead management. Lead Management vs. CRM is similar to Prospective Customers vs. Existing Customers.” Lead management software, as well as CRM software, provides you with a lot of benefits. It empowers you to find, capture, convert, and track leads in the best way possible. You can make your lead management processes much more effective with the help of such software systems and hence increase the chances of converting your leads into purchasing customers. The Best Free Lead Management Software In 2023 If you are looking for the best lead management software systems, you must consider a variety of factors before you make the purchase. These will help you to ensure that the software you are choosing is catering to the needs of your business. The first thing you must try to find in lead management software is flexibility and scalability. The software must be able to handle higher volumes of data. Furthermore, the software must be easy to use as well. Additionally, the software must come with all the latest features that are required from top lead management software and enable faster work processes. The following are the top lead management software options that you must look for in 2023: 1. Monday.com Whether you have a small business or a large business, this platform is a great option for you. One of the best features of this platform is pipeline management. Furthermore, it comes with great flexibility and security. Apart from that, the software supports integration, and you can customize it as per your needs. 2. ActiveCampaign This software comes with numerous exceptional features and top-grade capabilities. One of the major aspects of this software is its ability to automate. As per the claims of its official website, “With its intuitive interface and powerful automation tools, ActiveCampaign enables businesses to nurture and convert leads into paying customers.” 3. Salesforce Pardot Although a great option for medium-sized businesses, large businesses can use the software too. Pardot is a standalone application and comes with a variety of branching software systems. If you need a lot of email campaigns as well as a large database, you must choose Salesforce Pardot over anything. 4. Zoho CRM One of the most popular CRM systems also offers beneficial lead management options. Furthermore, this platform has a lot of other apps with other individual features, and all of them are already integrated with one another. Furthermore, SoftwareTestingHelp.com reviews – “The Company provides great customer support. The product is value for money and includes good features that suit various businesses.” 5. Less Annoying CRM If you want a simple and all-encompassing lead management and CRM software, then you must go for Less Annoying CRM. One of the best things about the software is that the pricing is straightforward, and the usage does not need a learning curve. Furthermore, setting up the software is also really easy. 6. LeadSquared Although a useful lead management and CRM software, LeadSquared is a platform that comes with different software services as well. This is a great option for startups and small businesses. The pricing is also not very high, which can be a relief for small businesses looking for growth. 7. Hatchbuck Hatchbuck is a CRM software that also offers you lead management options. The great thing about this software is that it is easy to use and does not require any learning curve. According to MotleyFool.com, “The solution offers an abundance of marketing and sales automation at a relatively low price, which makes Hatchbuck a great first system for small business marketing professionals and more novice marketing technology users.” Final Thoughts If you are looking for useful and long-term lead management software, you must choose from the options above. Hope this article was helpful to you in giving you a better idea of which software systems to purchase. Do you know of other great software for lead management? Share your views with us in the comments section below.

Zoho CRM – Best Features, Pricing, Pros, Cons, And Alternatives

Zoho CRM is a customer relationship management and lead management software that is popular among small businesses that are in their phase of growth. As clients and customer starts growing for a company, the Zoho CRM provides the extra features and quantity that the company needs. The free plan of Zoho also comes with numerous useful features. In this article, you will mainly learn about one of the popular CRM software systems, the Zoho CRM. Furthermore, we will discuss the plans available if you want to purchase the software. Furthermore, you will learn what are the major features that Zoho CRM has that your business can benefit from. Finally, we will discuss why this software system is a great option for your business, along with a few pros and cons regarding the same. Hence, to learn more about Zoho CRM, read on through to the end of the article. Zoho CRM – A General Overview Of The Platform A review article on Forbes.com puts it rightly – “Zoho CRM makes it easy for newcomers to get started with a CRM, especially if they’re not familiar with the software. The free plan includes just enough of the basic features to be helpful for an individual or an ultrasmall company. And the interface is intuitive and clean, which makes it even easier to learn to use.” This is one of the major factors that the Zoho CRM API is very popular among small businesses. Furthermore, the software system comes with a lot of features that are not only helpful for small businesses only, but for growing businesses as well. Zoho CRM Pricing In the following table, you will get the entire pricing and plans of the Zoho CRM: PlansMonthly PricingAnnual PricingZoho CRM FreeFreeFreeZoho CRM Standard$20 per user per month (annual billing)$14 per user per month (annual billing)Zoho CRM Professional$35 per user per month (annual billing)$23 per user per month (annual billing)Zoho CRM Enterprise$50 per user per month (annual billing)$40 per user per month (annual billing)Zoho CRM Ultimate$65 per user per month (annual billing)$52 per user per month (annual billing)Zoho CRM Plus$65 per user per month (annual billing)$52 per user per month (annual billing)Zoho One$105 per user per month (annual billing)$90 per user per month (annual billing) What Are The Major Zoho CRM Features? Once you do a Zoho CRM login, you will find the Zoho interface being very user-friendly. Once in the software, you will also come across a variety of customization features. You can also create personalized layouts, which you can save, clone, and share. With a many automation features, you can simplify your complicated tasks. Furthermore, Zoho also comes with an AI assistant. According to the official website of Zoho CRM Plus, “Zoho's AI assistant, Zia, guides your teams by predicting business trends, suggesting the best times to contact customers, identifying sentiments in emails and tickets, and providing intelligent business dashboards.” Another great feature of Zoho is that it can be integrated with all the different Zoho software systems. Furthermore, the Zoho CRM supports other systems too. Why Is Zoho CRM A Great Option For Your Business? Being one of the best software options for lead management, Zoho CRM helps in unifying your business and marketing processes. According to the official website of Zoho CRM, “Zoho CRM Plus unifies your sales, marketing, customer service, and every other customer-facing team on one platform so you can deliver exceptional customer experiences to every customer. Unify business data, customer engagements, ROI, and more—all while keeping your customer at the center of everything you do.” With this CRM, you will be able to provide your customers with the needed convenience of omnichannel engagement. With Zoho, you can engage with your customers at every level of the customer lifecycle. You can always have full access and full information about your customers through different channels, as you will get real-time notifications on the software system. Zoho CRM – The Major Pros And Cons The following are some of the essential pros and cons that you must be aware of before you make a purchase of Zoho CRM: Pros Of Zoho CRM Here are the major pros of Zoho CRM: Zoho CRM comes with a free plan but with limited features. The pricing plans are affordable and friendly for small businesses. All the pricing plans contain the automation feature. You can integrate the CRM with various other Zoho software systems as well as other software systems. The CRM is simple and easy to customize. There is a mobile app as well, which allows remote access. If you do not like the software, you will get the money back in 30 to 45 days. Cons Of Zoho CRM Here are the cons of Zoho CRM that will allow you to make a decision while purchasing: The AI features come only the top-tier plans. There are only a limited number of custom fields. There are no integrations available for free plans. Zoho CRM Alternatives We think that Zoho CRM can be an excellent choice for a small business. However, it is not the best option for large businesses. According to Forbes.com, “While Zoho CRM is an excellent entry-level CRM, it may not be the best choice for every business. You can find plenty of Zoho CRM alternatives that could fit your CRM strategy better.” The following are the six top alternatives of Zoho CRM that you will find easily: 1. ActiveCampaign 2. Monday.com 3. Less Annoying CRM 4. Salesforce Pardot 5. LeadSquared 6. Hatchbuck Summing Up If you are running a startup, then there cannot be any better CRM solutions available than Zoho CRM. Furthermore, you can surely choose the alternatives, as per your needs and likings. However, when it comes to a combination of features and pricing, Zoho CRM is the best option of all. What is your review of this software system? Share your reviews regarding Zoho CRM in the comments section below. Read Also: Is Startup Business Insurance Necessary For New Businesses? 5 Most Powerful Marketing Strategy That Will Change Your Business What Is Commercial Insurance? And Its Different Types – Let’s Discuss

What Are Articles Of Organization? – Let’s Find Out

If you want to establish your business as an LLC< you will need to file articles of organization with the Office of the Secretary of State in the state that you are located. These articles are just public documents that are necessary to create the LLC and register it in the state. They contain the basic information of your business, including name, address, etc. In this article, you will learn about what articles of organization are and how they work for businesses. Apart from that, you will also learn how to file articles of organization in the state you are in and what information to add to the documents. Finally, we will explain to you what you need to do after filing the articles of organization of your LLC. What Are Articles Of Organization? According to Investopedia, “Articles of organization are part of a formal legal document used to establish a limited liability company (LLC) at the state level. The materials are also used to create the rights, powers, duties, liabilities, and other obligations between each member of an LLC and also between the LLC and its members. The state also requires businesses to pay a fee when they file articles of organization.” However, the constituent of articles of organization can change based on the state you are operating your business in. But, in most cases, you will need to fill out a form. The name of the form might change. For example, in the state of Texas, the document to form an LLC is called a “Certificate of Formation.” Read More: What Are Articles Of Incorporation? – Importance, Working, And More Articles Of Organization - How Do They Work? According to the Forbes Advisor, “LLCs also enjoy tax flexibility that’s not available to other types of businesses. However, an LLC does not legally exist until you file articles of organization and have them approved by the state. The articles provide a public record of the LLC’s existence, its name, and its contact information. They also provide information about where to send lawsuits and legal notices involving the company.” After the business files articles of organization in the state, the state government checks whether the business that wants to become an LLC is actually meeting the legal requirements. In some industries, like child care and food service, the legal requirements and regulations are heavier. Filing Articles Of Organization - What Information To Add? Regarding the documents, an article on Shopify.com adds - “Without articles of organization, your limited liability company doesn’t legally exist. The document helps to create a public record of your business information and existence, including the business name, your name and contact information, and other information about where to send lawsuits and legal notices.” Here are the essential pieces of information to add to the articles of organization: Name and address of the LLC. The LLC’s nature of business. Name and address of the registered agent of the LLC. This person is only authorized to receive legal documents on behalf of the LLC. The names of the members of the LLC, like managers, directors, stakeholders, etc. In general, the Office of the Secretary of State checks and reviews the articles of organization of the business that wants to establish itself as an LLC in the state. Basically, these articles of organization act as a charter for the business. How To File Articles Of Organization? The following are the steps you need to follow to file articles of organization: Step 1: Visit the Secretary of the State’s website. There, you will get the online form (or PDF), along with instructions on how to file the form. Step 2: You must gather all your information and documents related to the filing of the form. Take the help of tools if you are merging more than two pdfs. However, you can also take the help of an attorney who will tell you exactly how to do it. Step 3: You will need to answer various general questions based on the state where you are located. Make sure that you are fully prepared before answering. Step 4: Submit the form (online or through mail). What Do Do After Filing Articles Of Organization? After you file articles of organization with the Office of the Secretary of State, you will still be able to remain active in the business creation process. The following are the steps you can take after your file articles of organization: 1. Get Your EIN Getting the EIN for your company is the most important thing since the number is required while filing taxes to the IRS. You will have to retrieve this nine-digit number from the IRS itself. The number is also required at the time of opening a business bank account and getting a business license. 2. Make An Operating Agreement Having an operating agreement for your business is not always compulsory. However, many experts recommend an operating agreement since it ensures that your business is running in an efficient manner. Basically, an operating agreement contains most of the important information, including the responsibilities of the members of the business, titles of the members, succession plans, contribution requirements, and many more. 3. Business Bank Account It is important to have a separate bank account for your business, as you will need to ensure that your personal finances and your business finances do not get mixed up. This prudent move will make your reporting and budgeting much easier. Apart from that, this action will allow you to track easily and make expense reporting and filing taxes easier. 4. Business License Once you get your business license, it will ensure that you are compliant with all the laws of the state in which your business is located. Hence, make sure you apply for a license with your state. Read More: How To Deal With Facebook Marketplace Scams? Steps To Follow Wrapping Up Hope this article was helpful for you in getting a better idea of what articles of organization are and how they work. Basically, to register your business with the state as an LLC, you will need to gather the necessary documents and file them with the Office of the Secretary of State. The documents consist of the business name, the type of business, the members, and the purpose of the business. Articles of organization are also used to create the bylaws of the company. Do you have any more suggestions to add regarding how to file articles of organization? Share your answers with us in the comments section below. Read Also: Marketing Campaigns: How To Do It? - Steps To Follow Market Orientation - What is It, And How Does It Work? Market Cannibalization - Definition, How Does It Work, Example, And More

Freshworks – Best Features, Pricing, Pros, And Cons: Let’s Discuss

Freshworks offers you a CRM that helps to streamline your sales and customer service management. The best part is that you will not need to break the bank to do so. The CRM system comes with a variety of useful features as well as other software systems from the brand, which can be integrated easily with the system. Furthermore, it is one of the such CRM options that come with a variety of customization options as well. In this article, you will learn about the major products of Freshworks, along with a brief overview of Freshworks’ services. Then we will provide you with the pricing of the Freshworks CRM. Next, we will discuss the major features of the CRM system from which you can benefit. Finally, you will learn why the Freshworks CRM is a great option for your business, followed by some pros and cons of the software system. Hence, to learn more about this software system, read on through to the end of the article. Freshworks Products – A Brief Overview Freshworks is a brand that comes with three different categories of products – Customer Service Products, IT Service Products, and CRM Products. The major CRM software from Freshworks is Freshsales. According to Forbes.com, “Freshsales is an all-in-one solution providing unified sales, marketing, chat and telephone capabilities. The Freshsales CRM works on a browser or mobile app, making it easy to reference or add to your contacts wherever you are. It’s also a fully customizable app, so you can change your dashboards to suit how you view your contacts or data.” Customer Service Products include Freshchat, Freshdesk Support Desk, Freshdesk Omnichannel, Freshdesk Contact Center, and Freshdesk Customer Success. IT Services Products include Freshservice for IT and service management, and Freshservice for Business Teams, for better-streamlining business processes. CRM Services include Freshsales and Freshsales Suite for the management of sales services and Freshmarketer for marketing and lead management. All the customer services products and the IT services products are included with the CRM services. Freshworks – What Is The Pricing? One of the best things about the Freshworks CRM (Freshsales) is that there are three different plans based on the type of user that needs to work on the CRM. Here are the plans and their respective pricing: PlansPricingFree PlanNo payment (for up to three users only)Growth$15 per user per month (annual billing)Pro$39 per user per month (annual billing) Furthermore, there is an 'Enterprise' plan that is designed for larger businesses, having complex sales processes and lead management needs. This plan is for businesses that deal with higher volumes of sales. The features, customization options, control, and governance are many. There are other controls as well, which are extremely helpful for businesses. Moreover, you can also include many add-ons with Enterprise as well. Freshworks CRM – What Are The Major Features Of Freshsales? According to the official website, “Freshsales leverages customer data in ways that help you personalize engagement, shorten the sales cycle, and focus on the leads most likely to sign on the dotted line. All automated, and powered by brilliant AI-driven insights.” Once you do Freshworks login into Freshsales, you will be greeted with an extremely useful and customizable dashboard. However, one of the best features about it is the fact that it is easy to use and simple at the same time. Here are the major features of Freshsales that you need to know about: There are an ample number of customization features that helps the Freshsales CRM fit your business in the right manner. The automation system can help in enhancing the productivity of the organization. With its multichannel communication systems, Freshsales can help better manage your customer relationships. With various sections that give you the view of customers, you can bring all the internal teams of your business along a single and shared view of the data associated with customers. With automated workflows, end-to-end personalization, behavioral segmentation, and more, you will be able to automate your marketing processes. The introduction of AI also makes things easier for you by providing you with helpful reports and insights. Why Can Freshworks Be A Great Addition To Your Business? Being one of the best lead management software options, Freshsales is a great option for growing your business. Forbes.com, in its review of Freshsales, rightly puts it, "Freshsales is an easy-to-use CRM tool that’s priced low enough for small startups that need to budget wisely. The free plan is a great entry-level tool and as your business grows, you can upgrade to one of the paid plans for more usability.” Apart from that, if you want to do more collaboration, you can also integrate Freshsales with all the other software systems present in Freshworks. What Are The Pros And Cons Of Freshworks CRM Freshsales? The following are some of the most essential pros and cons about Freshsales that you need to know before you make a purchase: Pros Of Freshsales Here are the major pros of Freshsales: There is a free plan which you can use perpetually. The paid plans of Freshsales are affordable as well. You will get to use the chat, email, and phone features on all the plans. All the paid plans contain an AI-powered lead-scoring feature. There are many automation options available with Freshsales as well. There are customization options in the dashboards and reports as well. Cons Of Freshsales The following are the Freshsales cons that you must consider before you make a purchase: Customer support is lacking and needs to be upgraded. In some cases, Freshsales customer support only works on weekdays. The free plan does not contain any reports. Final Thoughts Hope this article was helpful for you in getting a better idea of Freshsales CRM, which is one of the major software systems produced by Freshworks. The best thing about this software system is the fact that many features are available for free. However, if you are looking for advanced features, you must consider subscribing to the paid plans. What do you think about Freshsales? Share your reviews about the software in the comments section below. Read More: Malpractice Vs Negligence – Let’s Find Out The Difference Is Startup Business Insurance Necessary For New Businesses? What Is Commercial Insurance? And Its Different Types – Let’s Discuss

Pipeliner CRM Costs, Features, Applicability, And More 2023 – Let’s Discuss