Pipeliner CRM vs Agendize

Last Updated:

Our analysts compared Pipeliner CRM vs Agendize based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Pipeliner CRM is a visually oriented customer relationship management solution that stands out for its intuitive interface and feature set. The platform excels in customization, allowing businesses to tailor the CRM to their specific needs without requiring extensive technical knowledge.

Key features include reporting tools, mobile functionality through native iOS and Android apps, and team collaboration capabilities. Pipeliner is well-suited for small to large-sized businesses and sales teams that value visual data representation and ease of use. It can accommodate various industries and use cases, from basic sales tracking to complex, multi-stage sales processes.

User reviews highlight Pipeliner's visual pipeline management as a major strength. Many appreciate the minimal training required to get started with the platform. However, some users have noted challenges with integrations and expressed concerns about pricing relative to available features.

It offers four pricing tiers, ranging from $65 to $150 per user per month when billed annually. The Starter plan, suitable for small teams, requires a minimum of three users. The Enterprise plan at $115 per user per month is the most popular option, offering advanced reporting and customization features.

read more...
Agendize is a versatile appointment scheduling and customer engagement platform used by businesses across various industries. It offers a range of key features, including robust appointment scheduling, multi-channel integration, and automation, which streamline operations and enhance customer experiences. Users appreciate its user-friendly interface and customization options, along with responsive customer support. Agendize is known for its cost-efficiency and mobile accessibility, making it accessible to a broad user base. Users believe that Agendize holds its own against similar products, citing its strengths in appointment scheduling and multi-channel integration. However, some note limitations in terms of customization and pricing when compared to other offerings in the market.

Pros
  • Efficient Scheduling
  • Detailed Analytics
  • Client Management
Cons
  • Limited Customization
  • Integration Challenges
  • Lack of Advanced Features
read more...
$65/User. Monthly
Get a free price quote
Tailored to your specific needs
$25 Monthly
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
amherst brands
commonwealth
crest
envision
Mactech
proaware
rockstead-logo
steil
tactcal
we're gathering data

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Market Leader: According to our research, Pipeliner CRM stands out as the top solution, outperforming competitors like Zoho and Salesforce. With an impressive analyst rating of 88 and a user satisfaction rating of 94%, it delivers functionalities that serve diverse business needs.
  • Enhance Team Collaboration: Our analysts ranked Pipeliner CRM as the top choice for team collaboration. It promotes seamless communication between marketing, sales and operations. The “Feeds” feature acts as a shared workspace, providing a complete history of communications for teams.
  • Boost Client Communication: Pipeliner CRM scored 100 in our analysis for its text messaging capabilities. You can reach contacts individually or in bulk and create custom "Feeds Profiles" to display only text messages.
  • Optimize Partner Management: Pipeliner received a perfect 100 for its partner scorecard tool in our analysis. You can assess partner performance, identify improvement areas and measure contributions using customizable scorecards.
  • Simplify Contract Lifecycle: You can create contracts manually or automatically based on orders and effortlessly track contract details and amendment history. This improves visibility into contractual obligations over time.
read more...
  • Optimized Customer Experience: Process customer requests efficiently 24/7 via a user-friendly online engagement tool. Generate bookings even after regular business hours and ensure better responsiveness. Implement the customizable platform on social media pages and websites. 
  • Enhanced Engagement: Offer a feedback option to follow a customer-centric approach. Post-appointment satisfaction surveys help teams receive customer feedback and boost engagement. 
  • Increased Conversion Rate: Convert more customers by putting opportunities to interact with the business easily within their reach. Create mobile responsive booking sites using business data and add them to Facebook pages, Google My Business, directory pages, websites, email campaigns, listings and more. Install, customize and deploy customer engagement buttons on websites as needed. 
  • Efficient Partner Console: Manage and review client accounts, determine how information is collected, access valuable insights and choose which features to offer using white-label customization through the console. 
  • Dedicated Support: Implementation support is offered throughout all the stages including custom domain installation, server migration and mobile app or store locator creation. 
  • Vast Integrations: Integrates with a wide range of platforms including Facebook, Google Analytics, Zoho CRM, Salesforce, Zapier, Outlook, Office 365, Mailchimp, PayPal and more. 
read more...
  • Lead Tracking and Prioritization: Pipeliner CRM excels in tracking sales leads using pipelines, helping you identify which clients to prioritize. This feature provides a clear visual representation of the sales process.
  • Automation: The platform helps ensure timely follow-ups and simplify repetitive tasks. This helps your sales teams maintain consistent communication without the risk of overlooking important touchpoints.
  • Voice Caller Integration: You can initiate calls directly from the Pipeliner cloud web application. The calling widget displays the dialed number and reminds users of their outgoing number, improving call management.
  • Custom Reports: Pipeliner CRM scored a perfect 100 for its reporting facility. There are three main types of reports: Standard Table, Pivot Table and Advanced Table. Each type offers data analysis and visualization, with options to embed charts on dashboards.
  • Opportunity Creation and Pipeline Management: The platform enables easy creation and tracking of opportunities using a pipeline view. It allows you to move opportunities through sales stages, with optional or mandatory tasks and activities for each stage.
  • Sales Pipeline / Kanban View: Pipeliner organizes opportunities in a Kanban board, offering visibility across all stages in a single view. This helps your team quickly assess the status of all opportunities.
  • Native iOS and Android Apps: The mobile apps offer features like a Notification Center, Document Scanner and Business Card Scanner. You can view accounts and contacts on maps, create new records using their current location, and perform various actions on the go.
read more...
  • Online Appointment Scheduling: Avoid losing opportunities by providing easy-to-locate information on engagement tools and websites. Customize appointments by offering various services, manage multiple requests at once and connect visitors to professionals’ availability in real time. 
  • Reporting: Glean data-driven insights about customer behavior, measure team productivity and customize reports to view the most relevant information. 
  • CRM and Marketing: Store contact information and activities such as received calls, booked appointments and sent messages in a central repository. 
  • Mobile App: Available on Android and iOS, the app helps receive automatic reminders and chats from website visitors. 
  • Queuing Management System: Customers can fill in a digital queuing form with their contact details. This enables the service reps to determine which customers need to be served and when. 
  • Save and Share: Website visitors can save contact and event information through text message or email, and find crucial business data on-demand. 
  • Dynamic Form Builder: Add, remove and customize form fields in real time without technical help, eliminating the need to reinstall form codes. 
  • Click-to-Call: Personalize audio messages and save conversations with clients to ensure a satisfactory experience for them. 
  • Live Chat: Track page visits and make answers contextualized and useful. Prevent premature website exits and reduce bounce rates. Can also access interaction history from within the chat console. 
  • Call Tracking: Measure marketing campaign performance by tracking call origins. Understand what factors drive calls by monitoring and analyzing incoming call origins to acquire more customers. 
  • API: The apps can interact directly, increasing functionality, ensuring flexibility and scalability, and making deployment management efficient. Automate account management, customize widgets as per brand requirements and extract data to customize reporting. 
  • White-Label: Customize the product with a brand, logo, colors and identity. Set up custom CSS within the platform to offer a simplified user interface and preset templates. 
read more...

Product Ranking

#25

among all
CRM Software

#308

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

88
we're gathering data
89
we're gathering data
91
we're gathering data
100
we're gathering data
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Pipeliner CRM
Agendize
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 89 91 100 80 82 91 100 71 73 100 88 99 100 0 25 50 75 100
86%
0%
14%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
77%
0%
23%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
80%
0%
20%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
71%
14%
15%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
86%
0%
14%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
60%
20%
20%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
67%
5%
28%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
78%
0%
22%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

77%
0%
23%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
86%
0%
14%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

User Sentiment Summary

Excellent User Sentiment 790 reviews
Excellent User Sentiment 6 reviews
93%
of users recommend this product

Pipeliner CRM has a 'excellent' User Satisfaction Rating of 93% when considering 790 user reviews from 5 recognized software review sites.

100%
of users recommend this product

Agendize has a 'excellent' User Satisfaction Rating of 100% when considering 6 user reviews from 1 recognized software review sites.

5.0 (18)
n/a
4.7 (484)
n/a
4.7 (215)
5.0 (6)
4.3 (44)
n/a
4.3 (29)
n/a

Awards

SelectHub research analysts have evaluated Pipeliner CRM and concluded it deserves the award for the Best Overall CRM Software available today and earns best-in-class honors for Opportunity Management, Sales Performance Management and Team Collaboration. Pipeliner CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Analysts' Pick Award
User Favorite Award
Opportunity Management Award
Sales Performance Management Award
Team Collaboration Award

Agendize stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Visual Pipeline Management: Users appreciated Pipeliner's visual pipeline feature, which provides a clear overview of all critical data points.
Ease of Use: The platform is user-friendly and requires minimal training to get started.
Customizable Features: Pipeliner offers extensive customization options, allowing users to mold the software to their exact needs and easily adjust as their business evolves.
Show more
Robust Appointment Scheduling: Users appreciate Agendize's efficient appointment scheduling, which streamlines booking and enhances customer experience.
Multi-Channel Integration: Agendize's ability to integrate seamlessly across various communication channels like websites, social media, and email is highly valued by users.
Time-Saving Automation: The platform's automation features, including reminders and follow-ups, save time and reduce administrative burdens for businesses.
Detailed Analytics: Users benefit from the insightful analytics provided by Agendize, aiding in data-driven decision-making and performance evaluation.
Client Management: Agendize's robust client management tools help businesses effectively track and nurture customer relationships, enhancing loyalty and retention.
User-Friendly Interface: Positive feedback centers on Agendize's user-friendly interface, making it accessible and easy to use for staff and customers alike.
Customization Options: Users appreciate the ability to tailor Agendize to their specific needs, ensuring a personalized experience that aligns with their brand.
Responsive Customer Support: Agendize's customer support garners praise for its responsiveness and helpful assistance when users encounter issues or have questions.
Mobile Accessibility: The availability of mobile apps and responsive design enhances access and functionality, accommodating users on the go.
Cost-Efficiency: Users note that Agendize's pricing structure is reasonable and provides excellent value for the features and benefits it offers.
Show more
Limited Integrations: Users mentioned challenges with integrating Pipeliner with other business apps.
Pricing: Some users expressed concerns about the pricing, saying they expected more features for the price point.
Show more
Limited Customization: Some users find that Agendize's customization options are constrained, making it challenging to adapt the platform to their exact needs.
Complex Setup: Users have reported that the initial setup process can be complex and time-consuming, requiring technical expertise.
Integration Challenges: Agendize may pose integration difficulties with certain third-party software, potentially causing inconvenience for users.
Lack of Advanced Features: A few users have expressed a desire for more advanced features and functionalities that are not currently offered by Agendize.
Price Considerations: Some businesses have found Agendize to be relatively expensive, especially for smaller companies with limited budgets.
Learning Curve: Several users mention that there is a learning curve associated with Agendize, which can lead to delays in realizing its full potential.
Limited Offline Access: In certain situations, users have noted that Agendize's offline functionality is limited, which can be a drawback for businesses without constant internet access.
Occasional Technical Issues: A few users have reported experiencing technical glitches or issues with Agendize, which can disrupt their operations.
Scalability Concerns: Some users have expressed concerns about the platform's scalability for large enterprises, especially those with complex demands.
Limited Reporting: Users looking for in-depth reporting and analytics capabilities have found Agendize's reporting options to be somewhat limited.
Show more

Through our thorough analysis and tests, we've found Pipeliner CRM to be a reliable and user-friendly solution that stands out in several key areas. Its visual approach to pipeline management makes it easy to track and manage sales opportunities at a glance. We were particularly impressed by how intuitive the interface is — you can get up and running quickly without extensive training.Pipeliner's customization capabilities let you tailor fields, create custom modules or design specific workflows, adapting to your business needs effortlessly. The mobile apps for iOS and Android are also noteworthy, offering full functionality on the go.Pipeliner excels in promoting team collaboration, with features like the “Feeds” that keep everyone on the same page. The reporting tools are comprehensive, allowing for detailed insights into your sales processes.However, it's worth noting that some users have reported challenges with integrations. While Pipeliner likely offers integration options, they may not be as extensive as some other CRMs in the market, like Zoho, Salesforce or Hubspot. Additionally, a few users felt the pricing was on the higher side for the features offered.All around, Pipeliner CRM is well-suited for organizations that value a clear, visual representation of their sales pipeline and need a system that can grow and adapt to their business. While it offers many advantages, potential users should consider their specific integration needs and budget constraints when evaluating the software.

Show more

User reviews for Agendize offer valuable insights into the product's performance. Users frequently commend its robust appointment scheduling and multi-channel integration, which streamline operations and enhance customer engagement. The time-saving automation features and detailed analytics are also highly regarded, enabling businesses to make data-driven decisions efficiently. Agendize's user-friendly interface and customization options provide a positive user experience, while mobile accessibility further boosts its appeal. Responsive customer support is another strength, reassuring users with reliable assistance when needed. Cost-efficiency is a notable advantage, with users finding Agendize to offer good value for the features it provides. However, user reviews also highlight certain limitations. Some users mention the challenges of limited customization, complex initial setup, and integration difficulties, which can be daunting. While the product is praised for its user-friendliness, there's a learning curve involved. Pricing may not be suitable for all budgets, and some users desire more advanced features. A few users report occasional technical issues and express concerns about scalability for larger enterprises. Lastly, reporting capabilities are noted as somewhat limited. Overall, users generally find Agendize to be a valuable tool for enhancing their business operations, citing its strengths in appointment scheduling, multi-channel integration, and automation. However, it's important to consider the product's limitations, especially in terms of customization and pricing, when evaluating it in comparison to similar offerings in the market.

Show more

Screenshots

Top Alternatives in CRM Software


Copper CRM

Creatio

Dynamics 365 Sales

Freshsales

HubSpot Sales

Insightly

monday sales CRM

Nimble CRM

Oracle Sales Cloud

Pipedrive

Salesforce Sales Cloud

SAP Sales Cloud

Sugar Sell

Zendesk Sell

Zoho CRM

Related Categories

Show more

Head-to-Head Comparison

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings