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.
Yesware
Yesware is an all-in-one sales engagement platform that helps you track emails, automate outreach, and sync activity data directly to your CRM to close more deals faster.
Quick Comparison
| Feature | Pipeliner CRM | Yesware |
|---|---|---|
| Website | pipeliner.com | yesware.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $65/month | Free |
| FREE Trial | ✓ 14 days free trial | ✓ 14 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2007 | 2010 |
| Headquarters | Los Angeles, USA | Boston, USA |
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.
Yesware
Yesware is a sales engagement platform designed to sit right inside your Outlook or Gmail inbox. It eliminates the guesswork from your sales process by showing you exactly who is opening your emails, clicking your links, and viewing your attachments in real-time. You can stop wondering if your prospects are interested and start reaching out when you are top-of-mind.
Beyond simple tracking, you can build multi-channel campaigns that combine automated emails with manual phone calls and LinkedIn tasks. It removes the manual burden of data entry by automatically syncing all your activity to Salesforce or Microsoft Dynamics. Whether you are a solo founder or part of a high-growth sales team, you can use these tools to scale your outreach without losing the personal touch that wins customers.
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.
Yesware Features
- Email Tracking. Get instant notifications when prospects open your emails or click links so you can follow up while they are engaged.
- Multi-Channel Campaigns. Create automated sequences of emails, calls, and LinkedIn touches to stay consistent with your prospecting efforts.
- Personalized Templates. Save your best-performing emails as templates and insert them into your inbox with just a few clicks.
- Meeting Scheduler. Share your availability through a simple link so prospects can book meetings directly on your calendar without the back-and-forth.
- Salesforce Integration. Sync your emails, meetings, and calls automatically to Salesforce to keep your CRM data accurate and up-to-date.
- Attachment Analytics. See which pages of your presentation or proposal your prospects spent the most time on to identify their interests.
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
Yesware Pricing
- Basic email tracking
- Meeting scheduler
- Email templates
- Reporting dashboard
- Gmail and Outlook add-ons
- Everything in Free, plus:
- Unlimited email tracking
- Unlimited attachment tracking
- Personal Reports
- Recipient engagement notifications
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
Yesware
Pros
- Seamless integration with Gmail and Outlook interfaces
- Real-time notifications help time follow-ups perfectly
- Easy to set up and use immediately
- Reliable automated syncing with Salesforce records
Cons
- Occasional glitches with tracking self-opens
- Campaign interface can feel slightly dated
- Limited reporting customization on lower tiers