Functionality is good and support response is excellent. We do not need to consult with a partner we can deal directly with Pipeline which brings down the cost.

It was pretty easy to set up and create custom view reports so we could track sales and onboarding activities. It synced to my email which was great.

As a small business (11-50 people), we couldn't be more thrilled with the level of functionality. It is extremely easy to use and the reports are more than I could hope for.

After our trial ended we signed up and were off. Setting up Pipeline Deals was quite easy, as the software can conform to your needs.

I love how user friendly the software is. I also love the great customer service I have received through chat or a phone call.

Clean and friendly customer journey experience with all the main features available to prospects management.

I like that it connects with Digicon. I like that I can keep track of my conversations with families and schedule important next steps.

I like the ease of use and how I can chat them when we have any issues. This software keeps me organized and I love the reminders I can set.

This is the Achilles heel for Pipeline Deals, as the options for integrations are extremely limited.

The customer service is excellent as well. The agents were always so nice and helpful and it was always a smooth process when I had a question about how a new feature worked.

The best thing for me as the person who used the data provided/created in this platform regarding PLD is a very powerful API to read and write data. This is the best feature of it from my perspective.

I watched a few online demos and reviews before reaching out to their team. I was quickly assigned a representative that walked my team through a live demo and set us up with a POC trial.

We had used Salesforce long before I was on staff, and it was too costly to keep using. When I was onboarded there was no CRM being used, and that had to change.

It comes at a price, but it allows me to keep myself organized and better focus on my business.

These notes were easily lost in the shuffle and we had no hard reminders for us to follow up with our clients.

Their are some problems with the soft with gmail and having service call back to fix a problem.

Overall It mostly does what I need, but I do think there could be more powerful features and improvement of the phone app.

As the top Mortgage Recruiting service in the US we love it and it does the job effortlessly and is simple to program.

Excellent software to keep a customer database and sales leads.

Customer service and community efforts are outstanding. They want you to get your moneys worth.

We love the centralized ability to have everything in the cloud and accessible for our team and clients.

It's a big win for me. I'm not a marketing person and it's helped me put together marketing materials that look professional and vibrant.

Visme allows me to create animations that make them much more appealing and effective, but is easy to use and a great timesaver.

Duplicating projects to make modifications can cause strange and annoying bugs to appear (images/text boxes/etc can just disappear when moved about).

The features are very easy to use and self explanatory. Deployment and integration into our business was seamless.

Wonderful resulting products. Great customer service support for the issues I did have.

The range of options and choices for every aspect of design is amazing. The diverse number of possible graphics is fantastic.

Love that I can create really great infographics and educational pieces and maintain them online.

I love that I can easily use visme to make marketing materials of all sorts that look very professional and visually stunning.

Your templates are amazing, everything else sucks, and the software is super buggy clearly because you're not focused.

I Love Visme for its ability to make Fun Engaging & Eye-Catching Graphics GIFs Videos Presentations.

I love the ability to have everything hosted in the cloud as well as the direct integration of video.

I found it difficult to navigate between individual slide/page views and the multi-slide views and was worried I was deleting some of them by accident.

I like it because there are ready templates which helps me to build presentation easily. And those templates are look good and user friendly.

Easy to use, the graphics are beautiful, presentations and teaching were improved with this software.

Overall, the experience is awesome. Thanks to the Visme team to create the wonderful software.

Overall it has intuitive features; plenty of help videos, and responsive customer support.

I love Visme for its ability to create professional and unique presentations and posters with ease.

I love that there is a free version. Integration with Microsoft PowerPoint is also great.

I like the ease of use and some of the tools that come along with the program. It is very cost effective.

Love the ease of use and the various templates that are available. Perfect for creating compelling graphics.

As a business owner, Visme has been a wonderful tool for creating content that is professional and engaging without the cost and delays of outsourcing design projects. It is easy to use and learn.

Requires online connection and sometimes it lags when you're working on your browser if you have a slow connection. Charges you in USD so it sucks for you Canadians out there.

Right from signing up working with Visme has been a delight. They are always working to improve and I love the platform.

I can not imagine doing this job without the product. I've been continually impressed with their ability to roll out new features that continue to improve an exceptional product.

US Dollar

Pipeline CRM is built by salespeople for salespeople. 

We empower sales teams to generate predictable revenue with automated processes and workflows. Get a modern CRM that is fueled by highly customizable and  sales-focused features like AI Email Assistant powered by ChatGPT, a smart agenda that builds itself, built-in marketing automation and more!

In order for a CRM to be effective, your team has to use it! We are the most adopted CRM for midsize businesses, according to G2Crowd, because of our award-winning Customer Support. Our customers can typically expect to receive responses within the hour, with an average resolution time of 15 hours -- less than a day!

Today more than 9,000 users in 60 countries use Pipeline CRM cloud-based software, accessible from a laptop, desktop, or any connected mobile device.

LongDescription

Commenting/Notes

Engagement Tracking

Forecasting

Internal Chat Integration

Lead Capture

Document Storage

Access Controls/Permissions

Activity Tracking

Sales Pipeline Management

Referral Tracking

Contract/License Management

Task Scheduling

Calendar/Reminder System

Lead Distribution

Pipeline Management

Customer Database

Calendar Management

Goal Management

Customizable Fields

Sales Trend Analysis

Template Management

Data Import/Export

Email Templates

Opportunity Management

Email Marketing

Mobile Access

Sales Reports

Performance Metrics

Territory Management

Shared Contacts

Marketing Automation

Role-Based Permissions

Social Media Integration

Lead Segmentation

Workflow Management

Real Time Updates

Email Management

Source Tracking

Field Sales Management

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Segmentation

Reminders

Customizable Templates

Calendar Sync

Lead Nurturing

Customizable Branding

Goal Setting/Tracking

Reporting/Analytics

Contact Database

Campaign Analytics

Lead Qualification

Quotes/Estimates

Pipeline Reports

Appointment Scheduling

Task Management

Live Chat

Campaign Management

Sales Forecasting

Prospecting Tools

Search/Filter

Contact Management

Lead Management

Interaction Tracking

Customizable Reports

Data Synchronization

Email Tracking

Drag & Drop

Third-Party Integrations

Performance Management

Leaderboards

Customer Segmentation

Activity/News Feed

Call Logging

Assignment Management

Process/Workflow Automation

Content Management

List Management

Sales Activity Management

Real Time Data

Event Triggered Actions

File Sharing

Deal Management

Mobile App

For Sales Teams/Organizations

Sales Onboarding & Training

Real Time Reporting

Document Management

Lead Assignment

Sequences

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

Web browser (OS agnostic)

Windows 2000

Windows 8

14-day free trial, no credit card required.

Start: $25 per user, per month (billed annually)
Develop: $33 per user, per month (billed annually)
Grow: $49 per user, per month (billed annually)

Custom plans are also available for larger teams.

Email/Help Desk

FAQs/Forum

Knowledge Base

24/7 (Live Rep)

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Pipeline CRM

Live Online

Webinars

Documentation

Videos

Visme is a cloud-based platform, which helps agencies, non-profit organizations and marketers create and share infographics in real-time. The software allows teams to utilize customizable templates and content blocks to create presentations and data visualizations.


Businesses can embed infographics on websites, share them on social media accounts, download them for offline use and secure with password protection. It enables managers to use custom font styles, size and colors, find similar images, swap icons and more to create interactive infographics or reports. Visme lets professionals download the infographics as PDFs, HTML5 or high-resolution images.


The system helps administrators to add videos, images, documents and forms in the infographic and gain insights into engagement analytics. Visme is available for free and on monthly or annual subscriptions and support is extended via FAQs, a knowledge base, video tutorials and other online measures.



Content Delivery

Animation

Presentation Tools

Charting

CAD Tools

Collaboration Tools

Design Templates

Content Library

Presentation Streaming

Offline Editing

Offline Access

Version Control

Audio File Management

Training Management

Text Editing

Media Library

Video Support

Visual Analytics

Image Editing

Data Visualization

Offline Presenting

Image Library

Video Editing

3D Objects

Customizable Dashboard

Data Management

Free Plan: $0/month
Standard Plan: $12.25/month
Business Plan: $24.75/month

Pipeline CRM vs Visme

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