Pipeliner CRM vs Salesforce Sales Cloud

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Our analysts compared Pipeliner CRM vs Salesforce Sales Cloud 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.

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Salesforce Sales Cloud is a customer relationship management (CRM) solution designed to help businesses of all sizes manage their sales processes more effectively. It offers a range of features to simplify lead management and boost sales.

Key benefits include AI-powered lead scoring, customizable dashboards, reporting tools and mobile access for on-the-go sales teams. Sales Cloud stands out for its scalability, making it suitable for businesses ranging from small startups to large enterprises. 

Users appreciate Sales Cloud for its user-friendly interface and extensive customization options. Many find Einstein’s AI capabilities to be game-changing for their sales strategies. However, some users note that there can be a steep learning curve for advanced features, and costs can add up quickly with additional modules and user licenses.

Its pricing starts at $25 per user per month for the Starter plan, suitable for small teams. More advanced plans range from $100 to $500 per user per month, offering more refined features. While not the cheapest option on the market, Salesforce can be a worthwhile investment for its comprehensive toolset and scalability Salesforce provides.

Salesforce Sales Cloud is a good choice for businesses looking for a flexible solution, provided they're able to handle the potential complexity and cost associated with a top-tier CRM platform.

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$65/User. Monthly
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$25/User, Monthly
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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.
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  • Get Industry-Leading Expertise: Salesforce Sales Cloud, with an analyst rating of 87, ranks third on our list of best CRMs. It’s highly adaptable to diverse business needs and displays strong user satisfaction across different industries and company sizes.
  • Detect Anomalies With AI: With a score of 100 from our analysts for its AI-based anomaly detector, Sales Cloud’s Einstein Analytics identifies unusual patterns in customer data, compares observed values to predictions and sends real-time alerts on detecting anomalies.
  • Manage Cases Through Automated Routing: You can create, assign and track customer requests easily, while support agents can use tailored features like custom list views, custom Lightning pages and quick action buttons to resolve issues faster.
  • Build Custom Apps To Fit Your Needs: Sales Cloud scored a 100 in our analysis for its highly customizable apps. You can build and share apps with your own branding, incorporating standard and custom objects, validation rules and calculated fields.
  • Integrate With Content Management Systems: You can connect Salesforce Sales Cloud with platforms like WordPress and Drupal to streamline your content and CRM processes without needing a third-party integration.
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  • 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.
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  • Sales Forecasting: You can build accurate sales projections and custom forecast types based on various data points, measures and dates to get a clear picture of your future sales performance.
  • Lead Management: With Sales Cloud, it’s easy to capture leads, manage campaigns and convert opportunities into sales. You can create forms on your website, use LinkedIn ads or have AI chatbots talk to potential customers.
    • AI-based Lead Conversion: The Einstein Lead Scoring tool analyzes past conversion patterns to predict which current leads are most likely to convert, helping you prioritize the most promising prospects.
  • Integration Capabilities: Connect Salesforce with your favorite tools and platforms. A wide range of plugins is available, enabling you to create a smooth workflow across all your applications.
  • Reporting and Analytics: While the reporting system is user-friendly, quick and can generate real-time reports, it also offers flexibility for more advanced users who want to customize their reports. You can also create reports for territories and collaborative forecasts.
  • Mobile App: Salesforce’s mobile app lets you create, edit and view records for accounts, campaigns, cases, contacts, forecasts and leads. Additionally, you can use Salesforce Chatter to see feeds, groups and people. What data you can access depends on your organization's settings.
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Product Ranking

#25

among all
CRM Software

#2

among all
CRM Software

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Analyst Rating Summary

88
87
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96
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86
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100
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Dashboards and Reports
Opportunity Management
Product Management
Team Collaboration
Sales Performance Management
Dashboards and Reports
Product Management
Team Collaboration
Opportunity Management
Account and Contact Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Pipeliner CRM
Salesforce Sales Cloud
+ 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 96 86 100 92 96 91 97 48 92 100 95 96 100 0 25 50 75 100
86%
0%
14%
86%
14%
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77%
0%
23%
62%
38%
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100%
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80%
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80%
20%
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71%
14%
15%
86%
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86%
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14%
86%
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88%
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80%
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5%
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81%
14%
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88%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

77%
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88%
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User Sentiment Summary

Excellent User Sentiment 790 reviews
Great User Sentiment 43983 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.

88%
of users recommend this product

Salesforce Sales Cloud has a 'great' User Satisfaction Rating of 88% when considering 43983 user reviews from 5 recognized software review sites.

5.0 (18)
4.9 (14)
4.7 (484)
4.4 (20425)
n/a
4.4 (18506)
4.7 (215)
n/a
4.3 (44)
4.5 (1787)
4.3 (29)
4.2 (3251)

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

SelectHub research analysts have evaluated Salesforce Sales Cloud and concluded it earns best-in-class honors for Team Collaboration.

Team Collaboration 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.
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Easy To Use: Many users report that Salesforce has a user-friendly and intuitive interface, making it accessible to both beginners and experienced users.
Good Vendor Support: Salesforce offers quality support. Users often mention that the company treats them more like partners than just customers.
Highly Customizable: Developers find that the level of customization provided by Sales Cloud helps them extend Salesforce's features effectively.
Scalability: Salesforce is suitable for companies of all sizes. It's a long-term solution that can adapt to evolving organizational needs.
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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.
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Learning Curve: While the interface is user-friendly, users need proper training to use Salesforce efficiently, especially for more advanced features.
Cost: Several users, particularly from smaller organizations, point out that the overall price can be a concern for businesses with limited budgets.
Resource Intensive: While Salesforce can do almost anything, it often requires a dedicated team and skilled resources to manage it effectively.
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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.

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Based on our research and user feedback, Salesforce Sales Cloud turned out to be a powerful and flexible CRM solution, capable of accommodating businesses of any size.Its AI-powered features, especially Einstein, truly set it apart. This tool provides predictive analytics, lead scoring, opportunity scoring and sentiment analysis to improve sales efficiency.We found the mobile app to be feature-rich, offering full functionality for sales teams on the move, including forecasting and account management.Yet, some users reported a learning curve for advanced features. While the basic functionalities are user-friendly, leveraging the full potential of Sales Cloud may require proper training. Additionally, smaller organizations might find the pricing structure challenging, as costs can accumulate quickly with add-ons and advanced features.Integration capabilities are generally strong, but we observed that some key functionalities, such as event tracking and eCommerce integrations, rely on third-party providers. This could add complexity and cost for businesses requiring these features.Overall, Salesforce Sales Cloud is well-suited for organizations seeking a reliable, AI-enhanced CRM with extensive customization options and analytical capabilities. It's particularly valuable for businesses expecting growth, as the platform can scale effectively. However, potential users should carefully consider their budget, required features and available resources for implementation and management when assessing this CRM.

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