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SmartOffice VS Pipeliner CRM

Compare SmartOffice VS Pipeliner CRM and see what are their differences

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

SmartOffice logo SmartOffice

Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

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.
  • SmartOffice Landing page
    Landing page //
    2023-05-01
  • Pipeliner CRM Landing page
    Landing page //
    2023-10-17

  www.pipelinersales.comSoftware by Pipelinersales Corporation

SmartOffice videos

+ Add

Review App - SmartOffice

Pipeliner CRM videos

+ Add

What Are the Benefits of Using Pipeliner CRM?

More videos:

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

Category Popularity

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

SmartOffice

Pipeliner CRM

CRM
9 9%
CRM
91% 91
Business & Commerce
21 21%
Business & Commerce
79% 79
Sales
0 0%
Sales
100% 100
Insurance Administration And Management
100 100%
Insurance Administration And Management
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 SmartOffice and Pipeliner CRM

SmartOffice Reviews

We have no reviews of SmartOffice yet.
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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

What are some alternatives?

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

Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

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.

AMS360 - AMS360. The management solution for your core business functions. Learn More View Brochure. BenefitPoint. The benefits solution that manages the unique challenges of your business.

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.

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