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Compare Sage CRM vs Pipeliner CRM

Comparison Summary

This comparison report of Sage CRM vs. Pipeliner CRM is based on a specific set of business needs and context. The comparison uses 6072 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Sage CRM and Pipeliner CRM

Sage CRM, Pipeliner CRM, Quickbase, SalesNOW, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Sage CRM covers Sales Document Management with Mobile, Business Development, Workflow Management, Engagement Management, etc.

Pipeliner CRM focuses on Engagement Management, Forecasting, Contact List Management with Mobile, Pipeline Management, etc.

"The system sends the franchisees an email detailing the date and amount of the payment to be collected. It is very efficient; we don’t have to print and mail invoices or process checks " - Robert Masson

"Before Pipeliner, we didn’t have an efficient sales process—we were using a combination of Excel and Insightly. I had always worked with Salesforce, but being a small technology business we didn’t need its enormous feature set, and it was too costly... for our budget. " - Chris Wigan

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Sage CRM

Focus area

Sage CRM is better than Pipeliner CRM for

Software Failure Risk

  • medium

logo Pipeliner CRM

Focus area

Pipeliner CRM is better than Sage CRM for

Software Failure Risk

  • medium

About

Top-rated cloud financial management

Pipeliner CRM | Sales CRM Software - Sales Enablement

Age

2002

Financials

M&A

NA

Business Need

Total Processes
(we found evidences for)

67

77

Total Goals
(we found evidences for)

13

9

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


business development


workflow management


engagement management

engaging and following up




campaign management


helpdesk management




communication management

sending & publishing communications

tracking & monitoring communications


generation of new leads


contact list management


pipeline management


customer case management


relationship management


social media management

social media analytics


rating and review management


competitive intelligence


customer feedback management

measuring customer satisfaction


products & pricelist management


opportunity management



conversion management



trade show marketing


account management


content management

searching for content


billing and invoice management


sales call management

meeting management


loyalty management

customise loyalty program

identify target customers


sales review & feedback





lead qualification


training & onboarding




follower management


discount management


promotion management





social media marketing


performance management


lifetime value management


motivation management





Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Improve stakeholder relations

  • Scale best practices

  • Improve ROI

  • Improve navigation

  • Improve digital and social presence

  • Improve efficiency

  • Launch new products

  • Shorten ramp up time

  • Enter new markets internationally or locally

  • See 10 more
  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve ROI

  • Improve efficiency

  • Enter new markets internationally or locally

  • Scale best practices

  • Improve stakeholder relations

  • Improve internal communications

  • See 6 more

Top Channels

Channels Used

  • mobile

  • social media

  • e-mail

  • phone calls

  • mobile app

  • promotions

  • offline

  • website

  • print media

  • magazine

  • channel partners

  • chat

  • point of sale

  • on premises

  • coupons

  • LinkedIn

  • See 13 more
  • mobile

  • social media

  • e-mail

  • phone calls

  • mobile app

  • promotions

  • offline

  • website

  • print media

  • magazine

  • channel partners

  • chat

  • point of sale

  • on premises

  • coupons

  • LinkedIn

  • See 13 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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medium

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Migration Risk

low

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medium

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Business Setting