# Close vs Pipeliner CRM

**Leader by Vioscale score:** Close

| Attribute | Close | Pipeliner CRM |
|---|---|---|
| **Vioscale score** | 70.8 (75% (high)) | 58.2 (53% (medium)) |
| content.faq | `[{"answer":"Close is a sales CRM platform that integrates multiple communication and sales management tools into a single system. It's designed for sales teams of any size, from solo operators to larger organizations, combining contact management, pipeline tracking, and reporting capabilities.","source":"https://close.com","question":"What is Close and who is it designed for?","confidence":0.95},{"answer":"Close enables sales teams to communicate with prospects and customers through multiple channels including phone calling, email messaging, and SMS text messages. All these communication methods are integrated directly within the CRM, allowing teams to manage all interactions from a single interface.","source":"https://close.com","question":"What communication channels does Close support?","confidence":0.95},{"answer":"Close uses a per-user subscription model with flexible billing available on monthly or annual terms. The pricing is designed to be cost-effective for small teams and solo operators, with plans scaling based on team size and feature requirements.","source":"https://close.com","question":"How is Close priced?","confidence":0.92},{"answer":"Close offers a free tier for basic usage and a 30-day free trial for new users to explore the platform's full capabilities before committing to a paid plan.","source":"https://close.com","question":"Does Close offer a free tier or trial?","confidence":0.95},{"answer":"Close integrates with over 100 applications including popular tools like Slack, ChatGPT, Claude, WhatsApp, and Salesforce. This allows teams to connect their existing workflow and data systems to streamline operations.","source":"https://close.com","question":"What integrations does Close support?","confidence":0.95},{"answer":"Close combines contact and company management, email and SMS communication tools, and sales pipeline tracking within one platform. It also includes workflow automation to streamline repetitive tasks, performance dashboards with reporting and sales forecasting, API access for custom integrations, and support for custom fields tailored to your business needs.","source":"https://close.com","question":"What are Close's main capabilities?","confidence":0.95},{"answer":"Close includes an AI sales assistant called Chloe that automates certain sales tasks and activities. The assistant is integrated directly within the platform to help streamline team workflows and boost productivity.","source":"https://close.com","question":"Does Close include an AI sales assistant?","confidence":0.9},{"answer":"Close is a web-based platform accessible through standard web browsers, eliminating the need for desktop software installation. This allows sales teams to work from anywhere with an internet connection.","source":"https://close.com","question":"How does Close deploy—is it web-based or desktop software?","confidence":0.9}]` | `[{"answer":"Pipeliner is a cloud-based sales management platform designed specifically for sales professionals. It emphasizes an intuitive user interface and offers tools for managing leads, deals, and customer relationships. The platform supports customization to match your sales process and provides integrations with other business tools.","source":"https://www.pipelinecrm.com","question":"What is Pipeliner CRM?","confidence":0.95},{"answer":"Pipeliner CRM is designed specifically for sales professionals and teams. The platform emphasizes a sales-centric user experience and provides tools for managing leads, deals, and customer relationships.","source":"https://www.pipelinecrm.com","question":"Who is Pipeliner CRM designed for?","confidence":0.9},{"answer":"Pipeliner uses a subscription-based pricing model with per-user charges. You can choose between monthly and annual billing periods, with annual billing providing cost savings compared to monthly. There is no free plan, but a 14-day free trial is available for evaluation.","source":"https://www.pipelinecrm.com","question":"What pricing options does Pipeliner CRM offer?","confidence":0.95},{"answer":"Yes, Pipeliner offers a 14-day free trial. This allows you to evaluate the platform's features without making an initial payment commitment.","source":"https://www.pipelinecrm.com","question":"Can I try Pipeliner CRM before committing?","confidence":1},{"answer":"Yes, Pipeliner CRM includes a mobile app. This enables you to access and manage your sales information and activities from any mobile device.","source":"https://www.pipelinecrm.com","question":"Does Pipeliner CRM have a mobile app?","confidence":0.9},{"answer":"Pipeliner CRM includes built-in integrations with Gmail for email and QuickBooks for accounting. The platform also provides API access to support custom integrations with other business applications.","source":"https://www.pipelinecrm.com","question":"What integrations does Pipeliner CRM support?","confidence":0.85},{"answer":"Key features include contact and company management, sales pipeline and deal tracking, email integration, workflow automation, custom fields, reporting dashboards, and electronic signature capabilities. The platform also supports marketing automation and offers API access for developers.","source":"https://www.pipelinecrm.com","question":"What are the main features in Pipeliner CRM?","confidence":0.9},{"answer":"Pipeliner CRM is a fully cloud-based application accessed through a web browser. This cloud deployment means there is no software installation required and the platform is accessible from any device with internet connectivity.","source":"https://www.pipelinecrm.com","question":"How is Pipeliner CRM deployed?","confidence":0.95}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A cloud-based sales CRM combining built-in calling, email, and SMS with workflow automation and an embedded AI sales agent that proactively calls leads, qualifies prospects, and automates follow-ups. | A cloud-based CRM platform designed for sales teams to manage customer contacts, sales pipelines, and deals with automation, email integration, reporting, and data enrichment capabilities. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"reporting_dashboards":true}` | `{"api_access":true,"mobile_app":false,"forecasting":false,"lead_scoring":false,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"marketing_automation":true,"reporting_dashboards":true}` |
| integrations.count | 100 | 1 |
| integrations.list | `[{"name":"Fivetran"},{"name":"Zapier"},{"name":"Zoom"}]` | `[{"name":"Zapier"}]` |
| market.availability | `{"primaryMarkets":["US","CA"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":["US"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"ios":true,"web":true,"android":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Solo","summary":"$9/user/mo (annual) or $19/user/mo (monthly)","features":["Limited to 1 user","Up to 10k leads","500 AI credits per month","Chloe AI access","Workflows not included"],"minSeats":1,"components":[{"kind":"per_unit","unit":"user","amount":9,"period":"month","currency":"USD"}],"description":"Core CRM for solo operators and individual sales reps","contactSales":false,"includedLimits":{"leads":"10k","ai_credits_monthly":"500"}},{"free":false,"name":"Essentials","summary":"$35/user/mo (annual) or $49/user/mo (monthly)","features":["Unlimited contacts & leads","Team collaboration features","Built-in forms, email, calling & SMS","Centralized inbox & task list","1,000 AI credits per month","Workflows not included"],"components":[{"kind":"per_unit","unit":"user","amount":35,"period":"month","currency":"USD"}],"description":"System of action for small teams","contactSales":false,"includedLimits":{"leads":"unlimited","contacts":"unlimited","ai_credits_monthly":"1000"}},{"free":false,"name":"Growth","summary":"$99/user/mo (annual) or $109/user/mo (monthly)","features":["Automated workflows","Use Chloe in Workflows","Power dialer","Custom activities","Send bulk email","1,500 AI credits per month"],"components":[{"kind":"per_unit","unit":"user","amount":99,"period":"month","currency":"USD"}],"description":"Leveraging AI and automation for growing teams","contactSales":false,"includedLimits":{"ai_credits_monthly":"1500"}},{"free":false,"name":"Scale","summary":"$139/user/mo (annual) or $149/user/mo (monthly). Custom pricing available.","features":["Role-based access & permissions","Lead visibility rules","Predictive dialer","Unlimited call recording retention","Live call coaching","2,000 AI credits per month","Custom pricing available for complex needs"],"components":[{"kind":"per_unit","unit":"user","amount":139,"period":"month","currency":"USD"}],"description":"Advanced control for scaling organizations","contactSales":true,"includedLimits":{"ai_credits_monthly":"2000"}}],"summary":"From $9/user/mo (annual billing). Free 30-day trial. All plans include AI agent features and credits.","currency":"USD","freeTier":true,"sourceUrl":"https://close.com/pricing","retrievedAt":"2026-08-14T10:16:52.711Z","freeTrialDays":30,"startingPrice":{"amount":9,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"subscription","plans":[{"free":false,"name":"Start","summary":"$25/user/mo (annual) or $29/user/mo (monthly)","features":["1 Sales Pipeline","Contact/people management","250 active deals","Company/customer management","Unlimited file storage","Deal and activity reporting","Import Excel/CSV data","25 custom fields","Required fields and locked fields","Task templates","1 automation rule","Email tracking","Goal dashboard and reporting","SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":25,"period":"month","currency":"USD"}],"description":"For small sales teams managing leads and basic pipeline tracking","contactSales":false,"includedLimits":{"deals":"250","pipelines":"1","automations":"1","custom_fields":"25"}},{"free":false,"name":"Develop","summary":"$33/user/mo (annual) or $39/user/mo (monthly)","features":["2 Sales Pipelines","Contact/people management","2,500 active deals","Company/customer management","Unlimited file storage","Unlimited deal and activity reporting","Unlimited data exports","35 custom fields","Conditional formatting","Advanced de-duplication","10 automation rules","Unlimited email tracking","Email templates and bulk email","Email drip campaigns","Advanced visibility controls","2 free read-only users","Project management with milestones","List, Kanban, Gantt views","Goal dashboard and reporting","SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":33,"period":"month","currency":"USD"}],"description":"Adds project management and advanced features for growing sales teams","contactSales":false,"includedLimits":{"deals":"2500","pipelines":"2","automations":"10","custom_fields":"35"}},{"free":false,"name":"Grow","summary":"$49/user/mo (annual) or $59/user/mo (monthly)","features":["5 Sales Pipelines","Contact/people management","Unlimited active deals","Company/customer management","Unlimited file storage","Unlimited deal and activity reporting","Unlimited data exports","Unlimited custom fields","Conditional formatting","Advanced de-duplication","20 automation rules","Unlimited email tracking","Email templates, bulk email, drip campaigns","eSign and contract management","Advanced visibility and external sharing","5 free read-only users","Deal intelligence fields","Performance analytics and reporting","Project management with milestones and templates","Client guest access","Goal dashboard and reporting","Unlimited teams","SSO"],"commitment":"annual","components":[{"kind":"per_unit","unit":"seat","amount":49,"period":"month","currency":"USD"}],"description":"Includes advanced automation, analytics, and comprehensive email capabilities","contactSales":false,"includedLimits":{"deals":"Unlimited","pipelines":"5","automations":"20","custom_fields":"Unlimited"}},{"free":false,"name":"Enterprise","summary":"Custom pricing with enterprise-grade security and dedicated support","features":["20 Sales Pipelines","Unlimited active deals","People and company management","Unlimited file storage","Enterprise-grade security","Success support manager","Custom features and configuration"],"description":"Custom solution with enterprise-grade security and dedicated support","contactSales":true,"includedLimits":{"deals":"Unlimited","pipelines":"20","custom_fields":"Unlimited"}}],"addOns":[{"name":"Pipeline Connect","components":[{"kind":"fixed","amount":99,"period":"month","currency":"USD"},{"kind":"fixed","amount":249,"period":"month","currency":"USD"}]},{"name":"Data Enrichment","components":[{"kind":"fixed","amount":19,"period":"month","currency":"USD"},{"kind":"fixed","amount":37,"period":"month","currency":"USD"},{"kind":"fixed","amount":69,"period":"month","currency":"USD"}]}],"summary":"From $25/user/month (annual billing). 14-day free trial, no credit card required.","currency":"USD","freeTier":false,"sourceUrl":"https://pipelinecrm.com/pricing/","retrievedAt":"2026-08-14T10:22:54.011Z","freeTrialDays":14,"startingPrice":{"amount":25,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` |
| pricing.free_tier | yes | no |
| pricing.model | freemium | commercial |
| pricing.price_level | low | mid |
| pricing.transparent | yes | yes |
| reliability.status_page | yes | yes |
| security.disclosure_policy | - | yes |
| security.gdpr | yes | yes |
| security.soc2 | yes | - |

## Capabilities (CRM Software)

| Capability | Close | Pipeliner CRM |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | - | ✗ |
| **Communication** |  |  |
| Email sync & tracking | ✓ | ✓ |
| **Automation** |  |  |
| Marketing automation | - | ✓ |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | - | ✗ |
| **Access** |  |  |
| Native mobile app | ✓ | ✗ |
| **Extensibility** |  |  |
| Public API | ✓ | ✓ |
| Custom fields & objects | ✓ | ✓ |

*Source: Vioscale. Generated 2026-09-01T16:51:36.442Z. "-" = undocumented, not absent.*