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70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Vergify logo
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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Pipeline CRM logo
CRM Software

4.5 923 user ratings

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Overview

Description Vergify is a visual client management solution that can give you more insight into your business. Vergify’s key features include contact management, automatic addresses, client groups, calendaring and events, lead management, and notes, comments and follow ups. With Vergify, you can also create invoices by setting up a custom payment page that allows you to print and email invoices, and accept payments online for services you offer. Another feature Vergify offers is live chat, which can be customized to fit with your brand identity and business objectives. You can track how your agents are performing, and create reports to give you more information on what your customers are looking for. Vergify’s email marketing functionality allows you to create and design marketing campaigns, as well as schedule emails and campaigns in the future, and track the success of the campaigns you have been running. Read more Pipeline CRM (formerly PipelineDeals) is a customer relationship management (CRM) software for businesses that provides easy-to-use sales tools built for sales teams, helping them close deals faster. The software provides easy to use and customisable tools that assist in accelerating sales. It allows users to see all of their deals in a single list view. This list can be filtered out to find the exact information quickly. It creates users’ pipeline accounts that help them to convert leads to cross-sell, upsell, renewal and ongoing relationships further. The software allows remote sales teams to work seamlessly with features that support task and deal assignment, collaborative pipeline management, deal sharing & commenting and conversations. Moreover, Pipeline CRM allows users to set a daily agenda that builds itself as the work proceeds so that businesses automatically know what they have to do about the deals or associated person. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $50.00. Offers Free-forever plan.
  • Free Trial Available
  • Starts at $25.00.
SW Score & Breakdown

70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    60%
  • Reviews
    60%
  • Momentum
    62%
  • Popularity
    67%

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    99%
  • Reviews
    86%
  • Momentum
    67%
  • Popularity
    76%
SaaSworthy Awards
Not Available
# 15 Most Popular # 1 Highly Rated

Features

Total Features
0 Features
26 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    Dedicated Phone Line Integration Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking
    Document Management Ability to store and manage various information and documents in electronic format.
    Lead Management A systemized and organized way of managing all your leads and their conversation.
    Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.
    Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way
    Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
    Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms
    Referral Tracking Track and manage your referred customers.
    Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress.
    Sales Force Automation Streamlined management of the sales cycle from lead to close
    Territory Management Helps to assign, manage sales territories and conveniently track their progress
  • + 18 More - Show Less
  • Unique Features
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities
      AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.
      Customization Helps to customize the system for use in industry-specific use cases
      IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis
      Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media.
      Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

    Technical Details

    Organization Types Supported
    • Freelancers
    • Medium Business
    • Small Business
    • Freelancers
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    Not Available
    4.5/5 923 user ratings
    Rating Distribution
    Not Available
    • Excellent

      62.9%
    • Very Good

      29%
    • Average

      5.6%
    • Poor

      1.5%
    • Terrible

      0.9%
    User Sentiments
      Not Available

      Ease of Use, Customizable Interface, Excellent Customer Support, Comprehensive Reporting Capabilities

      Limited Third-Party Integrations, Mobile Application Functionality, Data Entry Process, Search Functionality

    Review Summary
    Not Available

    PipelineDeals is lauded for its intuitive interface, ease of use, and customizable features that cater to various sales processes. Users appreciate its visual pipeline view, drag-and-drop functionality, and robust reporting capabilities. However, some reviewers express concerns regarding limited integrations, occasional glitches, and the need for improved customer support. Overall, PipelineDeals is generally well-received for its user-friendly design, flexibility, and ability to streamline sales management, making it a contender in the CRM software market.

      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Starts at $50.00. Offers Free-forever plan.
    • Free Trial Available
    • Starts at $25.00.
    Pricing Plans
    Monthly Plans Annual Plans

    Free Free

    Startups $50.00 $50.00 per month

    Small Business $100.00 $100.00 per month

    Growing Business $200.00 $200.00 per month

    Start Plan $25.00 $29.00 per user / month

    Develop $33.00 $39.00 per user / month

    Grow $49.00 $59.00 per user / month

     
    View Detailed Pricing
    View Detailed Pricing

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    Screenshots & Videos

    Screenshots screenshots
    + 6 More
    List View screenshot
    + 2 More
    Videos Not Available Video Thumbnail
    + 2 More

    Vendor information

    Company Details Located in: Fort Lauderdale, Florida Founded in: 2016 Located in: Seattle, Washington Founded in: 2006
    Contact Details

    Not available

    https://www.vergify.com/

    +1 866-702-7303

    https://pipelinecrm.com/

    Social Media Handles

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