Pipeliner CRM
Pipeliner CRM is a visual sales management platform that combines high-adoption design with powerful reporting and automation tools to help your sales team focus on the right deals.
SalesTrip
SalesTrip is an all-in-one travel and expense management software built natively on Salesforce to help you manage business travel, automate expense reporting, and track ROI on your spend.
Quick Comparison
| Feature | Pipeliner CRM | SalesTrip |
|---|---|---|
| Website | pipeliner.com | salestrip.com |
| Pricing Model | Subscription | Subscription |
| Starting Price | $65/month | $9/month |
| FREE Trial | ✓ 14 days free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2007 | 2018 |
| Headquarters | Los Angeles, USA | London, UK |
Overview
Pipeliner CRM
Pipeliner CRM focuses on making your sales process as visual and intuitive as possible. Instead of digging through rows of data, you can manage your entire sales cycle through interactive 3D maps and drag-and-drop pipelines. This visual approach helps you instantly spot which deals are stalling and which ones are ready to close, ensuring your team stays productive without getting bogged down in administrative tasks.
You can customize the interface to match your specific sales stages and automate repetitive data entry. The platform includes built-in reporting and analytics that give you a clear view of your performance without requiring a dedicated data scientist. Whether you are a small team looking to organize your leads or a mid-market company needing deep sales insights, you can scale your operations effectively while maintaining high user adoption across your sales department.
SalesTrip
SalesTrip is a travel and expense management system designed specifically for organizations already using Salesforce. You can manage the entire lifecycle of business travel—from searching and booking flights or hotels to submitting automated expense reports—all within your existing CRM environment. By keeping travel data inside Salesforce, you can link every trip and expense directly to a specific client, deal, or project to see the true cost of winning new business.
The platform eliminates the need for manual data entry by automatically pulling booking details into expense claims. You can set automated travel policies to ensure your team stays within budget while providing them with a consumer-grade booking experience. Whether you are a small sales team or a global enterprise, SalesTrip helps you gain full visibility into how your travel spend contributes to your company's bottom line.
Overview
Pipeliner CRM Features
- Dynamic Visual Maps View your sales leads and opportunities on interactive maps to instantly understand the health of your entire pipeline.
- Drag-and-Drop Pipeline Move deals between stages with a simple drag-and-drop interface that updates your sales forecasts and task lists automatically.
- Built-in Reporting Generate complex sales reports and pivot tables directly within the app to track your team's KPIs in real-time.
- Automated Workflows Set up trigger-based actions to handle routine tasks like sending follow-up emails or updating lead statuses without manual effort.
- Sales AI Insights Identify high-risk deals and get suggestions on which opportunities to prioritize based on historical win patterns and engagement.
- Mobile CRM App Access your contacts, update deal stages, and scan business cards directly from your smartphone while you are in the field.
SalesTrip Features
- Native Salesforce Booking. Search and book flights, hotels, and rail travel directly within your CRM without ever leaving the Salesforce interface.
- Automated Expense Claims. Generate expense reports automatically from your travel bookings to save time and reduce manual data entry errors.
- Trip-to-Deal Mapping. Link your travel costs directly to Salesforce opportunities or projects to calculate the exact ROI of your business trips.
- Smart Policy Engine. Set custom travel policies and approval workflows to ensure every booking stays within your company's specific budget guidelines.
- Mobile Receipt Capture. Snap photos of receipts on the go with your mobile device and instantly attach them to your digital expense reports.
- Real-time Spend Analytics. Access live dashboards and reports to monitor your travel spend and identify cost-saving opportunities across your entire organization.
Pricing Comparison
Pipeliner CRM Pricing
- Lead & Opportunity management
- Visual sales pipeline
- Contact & Account management
- Task & Appointment tracking
- Standard sales reports
- Mobile app access
- Everything in Starter, plus:
- Advanced reporting & dashboards
- Custom fields & forms
- Email integration (Gmail/Outlook)
- Sales automation engine
- Multiple sales pipelines
SalesTrip Pricing
- Native Salesforce integration
- Mobile receipt capture
- Automated expense reporting
- Approval workflows
- Standard spend reporting
- Link expenses to Salesforce records
- Everything in Expense, plus:
- In-app travel booking
- Flight, hotel, and rail inventory
- Automated trip-to-expense sync
- Advanced travel policy engine
- Centralized company billing
Pros & Cons
Pipeliner CRM
Pros
- Highly visual interface makes deal tracking intuitive
- Excellent reporting capabilities without needing external tools
- Fast setup and implementation compared to competitors
- Strong mobile app functionality for field sales
- Responsive customer support and onboarding assistance
Cons
- Higher starting price point than basic CRMs
- Learning curve for advanced reporting features
- Limited third-party integrations on the entry tier
SalesTrip
Pros
- Seamless integration for existing Salesforce users
- Eliminates manual data entry for travel bookings
- Provides clear visibility into deal-specific ROI
- User-friendly mobile app for receipt management
- Consolidates travel and expenses in one place
Cons
- Requires an active Salesforce subscription
- Initial configuration can be complex for beginners
- Limited utility for teams not using Salesforce
- Learning curve for advanced reporting features