Pipeliner CRM In-depth Pricing Details

• Account & Contact Management Account Management Contact Management Unlimited Accounts & Contacts Feeds (Built-in Internal Messaging) Import Accounts and Contacts from CSV files Document Management Advanced Document Management (Paid) Custom Template Docs (Office 365 and Google Docs) Custom Template Spreadsheets (Office 365 and Google Docs) Notes Management Account Health (Paid)

• Account Management

• Contact Management

• Unlimited Accounts & Contacts

• Feeds (Built-in Internal Messaging)

• Import Accounts and Contacts from CSV files

• Document Management

• Advanced Document Management (Paid)

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• Includes features of Starter plan, plus

• Account and Contact Management Account Matrix View

• Account Matrix View

• Sales Enablement Navigator Dashboard Opportunity and Lead Archive View Multiple Currencies Opportunity Bubble Chart View In-App Notifications

• Navigator Dashboard

• Opportunity and Lead Archive View

• Multiple Currencies

• Opportunity Bubble Chart View

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• Includes features of Business plan, plus

• Process/Workflow Automation Automatizer

• Automatizer

• Marketing Automation Company Emails

• Company Emails

• Reporting and Analytics Advanced Reports Scheduled Reports Audit

• Advanced Reports

• Scheduled Reports

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• Includes features of Business plan, plus

• Account & Contact Management Whitespace Account Plans Account Health

• Whitespace

• Account Plans

• Account Health

• Sales Enablement Appointment Scheduler

• Appointment Scheduler

• Marketing Automation Email Sequencing

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