Pipeline CRM

Pipeline CRM

Pipeline
Xapsys CRM

Xapsys CRM

Xapsys
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+

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About

Get a sales platform that offers easy setup, seamless integrations, and intuitive tools. With Pipeline CRM, you’ll have everything you need to accelerate sales. We’ve built sales enablement tools for 15 years and listened to our customers every step of the way. The result is easy to use, customizable, and fluff-free. Every detail about your sales pipelines, right there when you need it and hidden when you don't. See all of your deals in a single, customizable list view. Use filters to find exactly what you’re looking for. Real people, based in the US, and all expert daily users of Pipeline. Our customer care is second to none. Our support is known for picking up in two rings, no phone trees involved. Getting started is easy with personalized onboarding services. We do custom development. If it’s not “out of the box,” just ask. Easy to get started with no setup or hidden costs, and no engineering resources required.

About

The growing CRM for Sage and Xero. Empower your sales team in minutes, nurture your customer relationship and grow your business, the easy way. Contact management. In minutes, all your contacts are imported from Sage and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name. Sales pipeline. Easily manage and track your sales opportunities to prioritize your work effort. With a few clicks, move your prospects from one stage to the next as you progress the deal. Opportunity statuses can be customized to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses seeking a sales platform that offers easy setup, seamless integrations, and intuitive tools

Audience

Cloud CRM for SMEs with integrated accounting at the core : Sage & Xero

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$19.95 per month
Free Version
Free Trial

Pricing

20 GBP / user / month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 4.5 / 5
design 5.0 / 5
support 4.5 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Pipeline
pipelinecrm.com

Company Information

Xapsys
Founded: 2015
United Kingdom
www.xapsys.co.uk

Alternatives

Alternatives

Xapsys CRM

Xapsys CRM

Xapsys
monday sales CRM

monday sales CRM

monday.com

Categories

Categories

CRM Features

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

Contact Management Features

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 Features

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

Contact Management Features

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

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Xero
APIANT
Campaign Monitor
Constant Contact
Egnyte
Fluttermail
Formstack Documents
Freshdesk
Gmail
Google Workspace
Hootsuite
HubSpot CRM
HubSpot Customer Platform
HubSpot Operations Hub
Nimble
QuickBooks Online
QuickBooks Online Advanced
Workato
Yesware
Zapier

Integrations

Xero
APIANT
Campaign Monitor
Constant Contact
Egnyte
Fluttermail
Formstack Documents
Freshdesk
Gmail
Google Workspace
Hootsuite
HubSpot CRM
HubSpot Customer Platform
HubSpot Operations Hub
Nimble
QuickBooks Online
QuickBooks Online Advanced
Workato
Yesware
Zapier
Claim Pipeline CRM and update features and information
Claim Pipeline CRM and update features and information
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