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Pipeliner CRM VS Accelo

Compare Pipeliner CRM VS Accelo and see what are their differences

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Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Pipeliner CRM logo Pipeliner CRM

Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.

Accelo logo Accelo

Accelo transforms the way professional service businesses manage client work to improve their performance and profitability.
  • Pipeliner CRM Landing page
    Landing page //
    2023-10-17

  www.pipelinersales.comSoftware by Pipelinersales Corporation

  • Accelo Landing page
    Landing page //
    2023-04-26

Accelo is used and loved by professional service businesses around the world to manage their client work, profitably. The end-to-end cloud-based platform manages all aspects of client work delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are. With an emphasis on time and money, the client work management platform gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update. Accelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on-time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.

Pipeliner CRM features and specs

  • User-Friendly Interface
    Pipeliner CRM is praised for its intuitive and visually appealing interface, which simplifies navigation and reduces the learning curve for new users.
  • Visualization Tools
    The software provides robust visualization tools such as dynamic charts and graphs, making it easier to track sales pipelines and analyze key metrics.
  • Customizability
    Pipeliner CRM offers high levels of customization, allowing users to tailor the platform to meet their specific business requirements, including custom fields, workflows, and dashboards.
  • Offline Access
    With offline capabilities, Pipeliner CRM allows users to access and modify data even without an internet connection, ensuring productivity is not hindered.
  • Native Mobile Apps
    The CRM provides native mobile applications for both iOS and Android, enabling users to manage their sales processes on the go.
  • Comprehensive Training & Support
    Pipeliner offers extensive training resources and customer support, including webinars, tutorials, and a dedicated support team to assist with any issues.

Possible disadvantages of Pipeliner CRM

  • Cost
    Pipeliner CRM can be relatively expensive, especially for small businesses or startups with limited budgets.
  • Feature Overload
    Some users may find the abundance of features overwhelming, which could potentially complicate the initial setup and configuration process.
  • Limited Integrations
    Compared to some competitors, Pipeliner CRM has fewer native integrations with third-party applications, which could affect workflow automation and data synchronization.
  • Complexity for Advanced Customization
    While the platform is highly customizable, achieving advanced customization may require technical expertise or assistance from the Pipeliner support team.
  • No Free Version
    Unlike some other CRM solutions, Pipeliner CRM does not offer a free version, which might be a disadvantage for businesses that prefer to try before making a financial commitment.
  • Steeper Learning Curve for Admins
    Administrators might face a steeper learning curve when configuring the platform to meet the specific needs of their organization, particularly if they are not tech-savvy.

Accelo features and specs

  • Client & Contacts Database
  • Microsoft 365 and Google Contact Synchronization
  • Microsoft 365 and Google Calendar Synchronization
  • Tasks & Checklists
  • Task Boards
  • Client Email Sync
  • Client Activity Feed
  • Smart Timesheets
  • Web & Mobile Timers
  • Files & Attachments
  • Client Requests & Shared Inbox
  • Client Asset Database
  • Custom Fields & Tags
  • Dynamic Resource Scheduling
  • Scheduling & Workload Dashboard
  • Profitability & Utilization Dashboards
  • Resource Booking
  • Rules & Triggers
  • Activity Templates
  • Work Templates
  • Approvals
  • Signoffs
  • Client Portal
  • Divisions
  • Custom Statuses & Workflows
  • Materials & Expenses
  • Formulas & Calculated Fields
  • iOS and Android Apps
  • Branded Workspace
  • Standard Security (Encryption)
  • Enhanced Security (2FA, SSO)
  • Community Support
  • Email Support
  • Chat & Phone Support
  • Contractors
  • Sales Opportunity Management
  • Sales Tasks
  • Sales Activity
  • Custom Sale Fields & Dates
  • Advanced Search, Filtering & Saved Lists
  • Quotes Creation & Sending
  • Interactive Gantt Chart Quoting
  • Fixed, Variable & Mixed Quotes
  • Defined & Role-based Billable Rates
  • Real-time Value & Pipeline Tracking
  • Sales Velocity & Time Spent Tracking
  • Quote Templates
  • Convert Quotes to Projects
  • Resource Scheduling & Booking
  • Sales Triggers & Notifications
  • Custom Sale Statuses & Workflows
  • Quote Materials
  • Adaptive Project Management
  • Project Milestones & Tasks
  • Record Notes & Schedule Meetings
  • Automated Project Time Logging
  • Custom Project Fields and Dates
  • Advanced Search, Filtering & Saved Lists
  • Advanced Project Dependencies
  • Dynamic Project Scheduling
  • Interactive Gantt Chart Planning
  • Fixed, Variable & Mixed Budgets
  • Defined & Role-based Billable Rates
  • Real-Time Budget & Timeline Tracking
  • Forecast Budget, Profitability & Timeline
  • Allocate Time & Value to Retainers
  • Invoice Based on Budget or Progress
  • Resource Scheduling & Booking
  • Project Triggers & Notifications
  • Project Plan Templates
  • Project Time Approvals
  • Project Client Signoffs
  • Custom Project Statuses & Workflows
  • Project Rate Cards
  • Project Materials & Expenses
  • Client Ticket Management
  • Ticket Tasks
  • Automated Ticket Time Logging
  • Ticket Activity
  • Custom Ticket Fields & Dates
  • Advanced Search, Filtering & Saved Lists
  • Custom Categories & Resolutions
  • Fixed, Variable & Mixed Budgets
  • Defined & Role-based Billable Rates
  • Forecast Budget, Profitability & Timeline
  • Ticket Age & Time Spent Tracking
  • Allocate Time & Value to Retainers
  • Invoice Based on Budget or Progress
  • Resource Scheduling & Booking
  • Tickets Triggers & Notifications
  • Ticket Client Signoffs
  • Custom Ticket Statuses & Workflows
  • Ticket Materials & Expenses
  • Client Retainer Management
  • Recurring Tasks
  • Record Notes & Schedule Meetings
  • Automated Retainer Time Logging
  • Custom Project Fields & Dates
  • Advanced Search, Filtering & Saved Lists
  • Smart Task Scheduling
  • Fixed, Variable & Mixed Budgets
  • Defined & Role-based Billable Rates
  • Real-Time Budget Tracking
  • Forecast Budget & Profitability
  • Allocate Time & Value from Projects
  • Allocate Time & Value from Tickets
  • Invoice based on Budget or Progress
  • Resource Scheduling & Booking
  • Retainer Triggers & Notifications
  • Retainer Time Approvals
  • Custom Retainer Statuses & Workflows
  • Multiple Retainer Templates
  • Retainer Materials
  • Automated Retainer Billing
  • Create & Send Invoices
  • Create & Send Purchases
  • Invoice for Services
  • Invoice with Work Logs
  • Invoice Statements
  • Invoice Payment Reminders
  • Invoice Payments
  • Purchase Payments
  • Online Credit-Card Payments
  • Xero integration
  • QuickBooks Online Integration
  • Bulk Client Invoicing
  • Invoice Templates
  • Purchase Templates
  • Invoice for Materials and Expenses
  • Customized Client Terms & Tax
  • Invoices on Projects
  • Purchases on Projects
  • Invoices on Tickets
  • Purchases on Tickets
  • Invoices on Retainers
  • Purchases on Retainers
  • Client Work - Time & Value
  • Client Profitability - Budget, Current & Forecast
  • Client Revenue
  • Client Assets
  • Task Budget Analysis
  • Task Overdue Report
  • Team Member Performance Dashboard
  • Billable Time and Value Analysis
  • Missing Time
  • Financials - Revenue Analysis
  • Financials - Revenue Forecast
  • Financials - Invoices & Receivables
  • Financials - Time to Pay
  • Financials - Purchases
  • Financials - Materials
  • Financials - Expenses
  • Task on Projects, Tickets & Retainers
  • Sales by Client
  • Sales Pipeline
  • Sales Activity
  • Projects by Client
  • Project Work in Progress
  • Project Profitability
  • Project Budgets and Deadlines
  • Planned vs Actual
  • Open Tickets & Requests
  • Overdue Tickets
  • Time to Respond & Resolve
  • Retainers by Client
  • Retainer Revenue Forecast
  • Expiring Retainers

Pipeliner CRM videos

+ Add

What Are the Benefits of Using Pipeliner CRM?

More videos:

  • Review - Pipeliner CRM: Product Spotlight
  • Review - Pipeliner CRM: Pipeline View

Accelo videos

+ Add

2-Minute Demo

Category Popularity

0-100% (relative to Pipeliner CRM and Accelo)

Pipeliner CRM

Accelo

CRM
83 83%
CRM
17% 17
Project Management
0 0%
Project Management
100% 100
Sales
100 100%
Sales
0% 0
CRM Platforms
100 100%
CRM Platforms
0% 0

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Pipeliner CRM and Accelo

Pipeliner CRM Reviews

Top 21 Salesforce’s Competitors and Alternatives
Pipeliner CRM offers baseline features designed for sales teams and professionals. This CRM also provides a dynamic pipeline view that helps users focus on high-value info and activities. The company has around 200 employees and over $50 million in revenues annually.
Source: bstrategyhub.com

Accelo Reviews

  1. Stunt
    · CEO at THEE DEVIL ·
    Untouchable tool for a business owner

    I cannot imaging my life without Accelo. It drasticly improved my performance and profitability!

    Highly recommend!

    👍 Pros:    Excellent features|Cost&profit management|Easy to use
    👎 Cons:    Pricy
20 PSA Software Tools, Alternatives for MSPs & VARs
1. Accelo (formerly Affinity Live): As of early 2016, Accelo had quietly integrate its PSA platform with Continuum, Kaseya and Logicnow — three well-known providers of RMM software for MSPs. Accelo has a growing focus on IT service providers, though I don’t have a feel for the company’s overall following among MSPs and VARs.
Source: www.channele2e.com

What are some alternatives?

When comparing Pipeliner CRM and Accelo, you can also consider the following products

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Pobuca Connect - Connect with your contacts.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

Bigin by Zoho CRM - Pipeline-centric CRM built and priced for small businesses

WORKetc CRM - All-in-one business management system. CRM + Social + Projects + Billing

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