Pipeliner CRM stands out for its user-friendly design that encourages quick adoption among sales teams, addressing a common challenge in CRM implementation. Its AI-driven features automate routine tasks, freeing sales professionals to concentrate on strategic priorities and boosting overall productivity. Additionally, Pipeliner supports consistent sales processes and offers powerful analytics tools, equipping management with valuable insights. Cost-efficiency is another key benefit, as the platform can be rapidly deployed without the need for a dedicated administrator, ensuring a swift return on investment and lower total ownership costs.
Key Features of pipeliner
Visual Relationship Mapping
Multiple Accounts functionality
Comprehensive Forecasting capabilities
No-code Workflow Automation Engine
Email Integration with MS Outlook and Gmail
Personalized Email Templates
AI-powered duplicate checking and advanced sales tools
Mobile Accessibility
Price of pipeliner
Pipeliner CRM's Starter Plan begins at $65 per user monthly or $50 if billed annually, requiring a minimum of three users and offering basic sales management and collaboration tools. The Business Plan costs $85 monthly or $70 annually per user, adding full CRM functionality and customization. The Enterprise Plan is priced at $115 monthly or $100 annually, providing advanced reporting and enhanced customization. The Unlimited Plan, at $150 monthly or $125 annually per user, includes advanced features and add-ons not found in other plans. A free trial is available for evaluation.
2
NetSuite CRM
5 / 5
Read more about NetSuite CRM
NetSuite CRM delivers a comprehensive platform that consolidates customer information across multiple channels, granting teams instant access to up-to-date data on preferences, transactions, and interactions in one centralized hub. By automating routine sales, marketing, and service activities, it boosts operational efficiency and frees staff to concentrate on cultivating stronger customer relationships. Its cloud-based design facilitates seamless connectivity from any device, enabling collaboration among dispersed teams while providing real-time sales tracking and pipeline visibility to accelerate deal closures. Additionally, advanced forecasting and analytics tools harness historical and predictive data, empowering businesses to enhance decision-making and optimize resource management for sustained growth.
Key Features of NetSuite CRM
Customer Management
Lead Management
Sales Forecasting
Marketing Automation
Real-Time Dashboards
Workflow Automation
Case and Customer Support Management
Integration with ERP and Other Systems
Price of NetSuite CRM
NetSuite CRM offers four main pricing tiers with varying features and annual costs. The Standard Tier ranges from $1,188 to $4,800, covering essential CRM functions like contact management and sales automation. The Premium Tier, priced between $11,615 and $27,600 annually, adds advanced analytics and forecasting tools. The Ultimate Tier costs from $7,188 to $10,200 and includes CPQ capabilities and real-time pricing. The Enterprise Tier, from $7,188 to $23,988, combines all features with advanced customization and partner management. A base platform fee of $999 monthly plus $99 per user monthly applies.
Salesforce CRM stands out as the leading platform globally, offering a unified system to store and analyze customer information, which empowers businesses to make well-informed decisions. Its robust contact management delivers a comprehensive and centralized view of customer data, allowing sales teams to access detailed profiles and better understand their prospects. The integration of AI, especially through Einstein, streamlines everyday tasks like data entry and email follow-ups, enabling employees to concentrate on more strategic activities. Additionally, Salesforce fosters seamless collaboration with tools such as "Chatter" and supports remote accessibility via the cloud and mobile devices, ensuring teams stay connected and productive regardless of location.
Key Features of Salesforce CRM
Contact Management
AI Capabilities (Einstein AI and Einstein GPT)
Automation, Workflows, and Approvals
Reports, Dashboards, and Analytics
Sales Opportunity Management
Omni-Channel Support
Collaboration Tools (with Slack Integration)
Third-Party Integrations
Price of Salesforce CRM
The Salesforce Starter Suite costs $25 per user per month, suitable for small businesses needing basic CRM features. For growing businesses, the Professional plan is $100 per user monthly, offering automation, real-time chat, and access to the AppExchange. The Enterprise plan at $165 per user per month adds pipeline management and advanced automation, ideal for scaling companies. Large enterprises might prefer the Unlimited plan at $330 per user monthly, which includes AI and premier support. High-performance teams can opt for Einstein 1 Sales at $500 per user monthly, featuring generative AI and Slack integration.
Creatio CRM stands out as a versatile and powerful customer relationship management platform, designed to accommodate both technical and non-technical users through its intuitive no-code development environment. This feature allows organizations to customize applications and automate workflows swiftly, reducing implementation time and overall costs by 37% compared to traditional CRM solutions. By automating routine tasks and providing a comprehensive 360-degree customer view, Creatio enhances team productivity and fosters more personalized client interactions. Additionally, its extensive integration options, strong security measures, and AI-driven automation equip businesses with actionable insights and predictive capabilities to optimize the entire customer journey.
Key Features of CRM Creatio
Unified CRM Experience
360-Degree Customer View
Unlimited No-Code Customization
End-to-End Workflow Automation
Real-Time Analytics and Reporting
Opportunity Tracker
Sales Forecasting
Integrations
Price of CRM Creatio
Creatio CRM offers three core plans priced per user per month. The Growth Plan costs $25 and targets small to medium businesses with automation features. For larger companies, the Enterprise Plan is $55, delivering comprehensive automation capabilities. The Unlimited Plan, at $85, is designed for advanced enterprise needs with limitless automation potential. Additional CRM products like Sales, Marketing, and Service are available separately for $15 per user monthly, allowing customization. This composable pricing ensures businesses pay only for what they require, adapting easily to varied organizational demands.
HubSpot CRM is a cloud-based customer relationship management platform designed to help businesses manage and analyze customer interactions throughout the sales and marketing lifecycle. It provides tools for contact and lead management, email tracking, pipeline management, marketing automation, and performance analytics. The system is known for its user-friendly interface and seamless integration with other HubSpot tools, making it particularly popular among small to medium-sized businesses. HubSpot CRM is available in a free version with basic features, while more advanced capabilities—such as sales forecasting, custom reporting, and AI-powered insights—are accessible through paid tiers. The platform emphasizes ease of use, scalability, and centralized data, enabling teams to align their sales, marketing, and customer service efforts more effectively.
Key Features of HubSpot CRM
Contact Management
Deal Pipeline Management
Email Tracking and Notifications
Meeting Scheduling
Live Chat and Chatbots
Marketing Automation
Sales Automation
Custom Dashboards and Reporting
Lead Scoring
Price of HubSpot CRM
Free Tools – $0/month
Includes basic CRM, contact management, email marketing, forms, live chat, and reporting tools.
Starter – Starting at $20/month
Adds features like email marketing automation, simple conversation routing, and removal of HubSpot branding. Pricing varies depending on the number of contacts.
Professional – Starting at $500/month
Includes advanced marketing automation, custom reporting, sales sequences, lead scoring, and team collaboration tools.
Enterprise – Starting at $1,200/month
Offers enterprise-grade features such as custom objects, advanced permissions, predictive lead scoring, and more extensive analytics.
Note: Prices vary depending on whether you're purchasing individual Hubs (e.g., Sales, Marketing, Service) or bundling them as part of the CRM Suite.
Zoho CRM offers extensive customization options that enable businesses to adapt fields, page layouts, workflows, and automation rules to their specific needs, thereby enhancing lead management and streamlining the sales process from initial contact to deal closure. Its comprehensive suite supports sales, marketing, and customer support through features like detailed reporting, analytics, and an intuitive interface that facilitates easy navigation. The platform integrates AI-powered tools such as the Zia assistant, which provides predictive sales insights and helps personalize customer interactions using real-time behavioral data. Moreover, Zoho CRM’s competitive pricing—including a free tier for smaller teams—and its mobile and third-party app integrations make it a versatile choice for organizations aiming to improve collaboration and decision-making across diverse work environments.
Key Features of Zoho CRM
Zia AI Assistant
Lead and Deal Prediction
Sales Process Builder
Blueprints
Enhanced Automation
Advanced Dashboard Functionality
Forecast Adjustment and Hierarchy
WhatsApp for Business Integration
Price of Zoho CRM
The Zoho CRM Free Plan supports up to 3 users with basic contact management and automation at no cost. The Standard Plan costs $14 per user monthly if billed annually, offering sales forecasting and custom dashboards. The Professional Plan, priced at $23 per user monthly with annual billing, adds inventory management and Google Ads integration. The Enterprise Plan, at $40 per user monthly billed annually, includes advanced customization and AI analytics. The Ultimate Plan, $52 per user monthly billed annually, provides enhanced analytics and premium support. All paid plans have a 15-day free trial available.
LeadSquared Sales + Mobile CRM is designed to empower organizations by optimizing their field sales operations through a powerful mobile platform that ensures seamless access to crucial CRM features on smartphones and tablets. Its fast, streamlined interface coupled with offline capabilities guarantees that sales teams remain productive and connected even in areas with limited connectivity. The system’s automation features simplify workflows and minimize manual tasks, helping to increase lead conversion rates and overall efficiency. Additionally, real-time tracking, geolocation, and route optimization provide managers with detailed insights into team performance, while sales representatives benefit from prioritized tasks and integrated communication tools to engage prospects more effectively.
Key Features of LeadSquared Sales + Mobile CRM
Lead Capture from Multiple Channels
Automated Lead Distribution
Mobile Field Sales Management
Geolocation and GPS Tracking
Sales Territory Management
Multichannel Communication
Offline Functionality
Real-Time Notifications and Alerts
Price of LeadSquared Sales + Mobile CRM
LeadSquared Sales Mobile CRM offers three annual subscription plans priced per user each month. The LITE plan costs $15 and provides essential CRM tools like lead management and basic sales automation. For $50, the PRO plan adds advanced automation, enhanced analytics, and mobile CRM features. The top-tier SUPER plan, priced at $100, includes premium integrations, extensive sales automation, territory management, and expanded support. All plans come with a 15-day risk-free trial without requiring credit card details, allowing users to evaluate features before committing.
Jotform stands out as a versatile online form builder software that caters to both individuals and organizations seeking efficient solutions for creating customized forms without needing coding skills. Its intuitive drag-and-drop interface, combined with a vast library of pre-designed templates, enables users to quickly produce professional-quality forms for various applications such as surveys, registrations, and payments. The platform’s strong integration capabilities with popular third-party tools streamline data management and automate workflows, while features like conditional logic personalize the user experience by adapting forms based on input. Additionally, Jotform prioritizes security with SSL encryption and offers collaborative tools and notification systems, making it a comprehensive choice that is accessible even to small users through its free plan.
Key Features of Jotform
Powerful User-Friendly Survey Builder Tools
Vast Library of Customizable Templates
Real-Time Comprehensive Reporting and Analytics
Seamless Embedded Website Form Integration
Innovative Optimized Mobile-Friendly Form Experience
Dynamic Conditional Logic for Customization
Extensive Integrations with Third Parties
Secure Payments Integration for Commerce
Price of Jotform
Jotform offers flexible pricing plans to suit diverse needs. The Free plan provides limited monthly submissions and basic features at no cost, ideal for testing new ideas. The Bronze and Silver plans, at $34 and $39 per month respectively, expand submission limits, payment capacities, storage, and form customization by eliminating branding. Advanced users benefit from the Gold plan at $49 monthly, combining extensive submissions, larger storage, and HIPAA compliance. For unlimited use and tailored solutions, the Enterprise plan invites direct inquiry for pricing details. Contact Jotform now for further information.
Close is introduced as a CRM solution that aims to streamline overall sales processes and consolidate customer communication into one efficient platform. Though specific details are not provided, the product’s focus appears to center on empowering sales teams with simplified workflows and a unified approach to managing customer relationships. For businesses in search of a reliable CRM software option, Close promises a robust framework that could support both everyday sales activities and long-term client engagement strategies. Ultimately, its general orientation suggests that it is designed to meet the core demands of organizations looking for an adaptable, efficient CRM tool.
Key Features of Close
Robust Contact and Account Management
Pipeline and Opportunity Management System
Efficient Task and Activity Management
Seamless Automated Workflow Process Optimization
Targeted Email Marketing Campaign Tool
Reliable Real-Time Two-Way Email Synchronization
Comprehensive Mobile CRM Accessibility Solution
Powerful Integration with Third-Party Applications
Price of Close
Close offers tailored CRM pricing plans. The Startup plan costs $49 per user monthly, designed for small teams with features including leads, contacts, pipelines and essential automation. The Professional plan at $99 offers enhanced functionalities for larger teams, increased leads and contacts, added workflows, and Power Dialer. For demanding organizations, the Enterprise plan is available for $139 per user monthly, providing unlimited leads, advanced customization, dedicated account management, and robust tools. Additionally, Close includes a risk-free 14-day trial without requiring a credit card. Explore these plans for boosted productivity.
Bigin stands out as an affordable CRM solution designed specifically for small businesses seeking an efficient and straightforward way to manage customer relationships. Its user-friendly interface and quick setup process allow teams to begin organizing sales pipelines, contacts, and tasks with minimal effort and training. The platform centralizes leads, customers, and deals in one place, enhancing engagement and conversion rates while automating routine tasks like follow-ups and lead assignments to boost productivity. Additionally, Bigin’s seamless email integration, built-in telephony, customizable pipelines, and mobile apps ensure businesses remain connected and adaptable, making it an ideal choice for those wanting powerful CRM capabilities without unnecessary complexity.
Key Features of Bigin
Pipeline Management
Team Pipelines
Connected Pipelines
Task Management
Multichannel Communication
Automation
Mobile Applications
Customization
Price of Bigin
Bigin offers three main plans priced per user each month. The Free plan costs nothing and includes essential CRM features like customizable dashboards and templates, ideal for small businesses. The Express plan is $7 per user annually or $9 monthly, adding more customization, integrations, and workflow automation for growing companies. The Premier plan, at $12 annually or $15 monthly per user, provides the highest limits on records, pipelines, and advanced automation, suited for businesses needing scalability. A free trial is available to test paid features before committing.
Overview
If you're exploring software options in the field of enterprise data management, you might already be familiar with Infoset. While Infoset offers a range of features, it may not fully meet every organization’s unique needs. Choosing the right solution can be challenging when you face concerns about scalability, integration, or user experience.
This article will guide you through key considerations when looking beyond Infoset. You’ll discover important factors to evaluate, such as flexibility, ease of deployment, and support for evolving business requirements.
By reading this, you’ll gain a clearer understanding of what to look for in an alternative platform. This will help you make a confident decision that aligns with your goals and maximizes your operational efficiency.
What is Infoset?
Infoset is designed to unify multiple communication channels—such as live chat, email, business phones, call center operations, and social media—into a single dashboard. This consolidation simplifies management and boosts operational efficiency by allowing support teams to handle all customer interactions from one place.
The platform excels in real-time updates, giving agents and supervisors immediate access to the latest conversation statuses, ticket progress, and customer inquiries. This ensures quick prioritization and resolution, supported by automated routing, queue controls, and escalation notifications.
Robust reporting and analytics capabilities provide detailed insights into team performance and customer satisfaction. Custom dashboards and reports empower organizations to track trends and optimize service quality based on data-driven evidence.
Additional features include a built-in knowledge base, tools for gathering customer feedback, and integrations with third-party systems, enabling businesses to customize Infoset to their existing workflows. Its intuitive user interface requires minimal training, helping agents and managers adopt the system swiftly.
Conversation intelligence functions monitor interaction quality and compliance, while sales tracking based on segmentation helps align support and lead management efforts. This makes Infoset a comprehensive solution for companies seeking to merge sales and customer service operations.
For those evaluating digital tools that streamline asset and communication management, exploring most popular digital asset management softwares may provide valuable comparisons and insights relevant to optimizing overall organizational workflows.
What to look for in Infoset alternatives?
When selecting an alternative to Infoset for omnichannel customer support and sales, prioritize solutions that unify communication channels—calls, email, live chat, chatbots, and social media—into a single, coherent dashboard. This integration is vital for maintaining context and boosting both agent efficiency and customer satisfaction.
Robust call center capabilities are essential. Look for inbound call routing, call pooling, call recording, IVR, CTI, ACD, text-to-speech, international number support, and virtual call center functions to handle complex or high-volume call operations effectively.
Automation features and comprehensive reporting tools play a key role. The platform should offer sophisticated workflow automation, task management, SLA enforcement, and real-time analytics. These tools help pinpoint bottlenecks and empower data-driven improvements.
For sales-driven teams, integrated CRM systems with drag-and-drop sales pipelines and automated lead generation via chatbots enhance customer relationship management and accelerate revenue growth.
Ease of integration is non-negotiable: open APIs and straightforward data import/export options like Excel or CSV ensure the platform fits seamlessly into existing IT ecosystems. A clean, intuitive user interface is equally important to facilitate rapid onboarding and widespread adoption.
Scalability and mobility matter greatly. Support for mobile and tablet access enables teams to stay productive anywhere, while the ability to scale accommodates growing or distributed organizations.
Customization and localization—such as multi-language support and adaptable workflows, templates, and reports—allow tailoring the platform to unique business requirements.
For those exploring a wider range of options beyond Infoset, this list of digital signage softwares provides valuable insights into diverse software solutions that might complement or enhance your customer interaction strategies.
Frequently Asked Questions about Infoset
What are the most popular alternatives to Infoset?
The leading alternatives to Infoset include LiveAgent, Freshdesk, TeamSupport, Zendesk Suite, Zoho Desk, Dynamics 365, Wix, Salesforce Sales Cloud, SolarWinds Service Desk, and Help Scout.
How do deployment options vary among Infoset alternatives?
Alternatives to Infoset come with diverse deployment choices such as cloud-based, on-premises, and hybrid models, enabling businesses to select solutions that align with their technical infrastructure and data security needs.
Are there free or open-source options available among Infoset alternatives?
Yes, many platforms offer free trials or open-source versions, allowing users to evaluate or utilize helpdesk and customer support software without initial costs.
Do Infoset alternatives support multi-channel customer service?
Most top alternatives provide multi-channel support, letting companies handle customer interactions across email, chat, phone, and social media within a single unified system.
What factors are important when comparing Infoset alternatives?
Key considerations include ease of use, integration capabilities, quality of customer support, pricing structures, scalability, and the presence of features like automation and analytics tools.
Is migrating from Infoset to other platforms straightforward?
Many alternatives facilitate migration by offering tools and assistance to transfer customer data, tickets, and knowledge bases, easing the transition process for new users.
Are Infoset alternatives suited for businesses of all sizes?
The majority of alternatives accommodate various business scales, from startups to large enterprises, often providing scalable plans tailored to different organizational needs.
How do pricing models differ among Infoset alternatives?
Pricing varies widely, with options including per-user subscriptions, tiered feature packages, and pay-as-you-go plans, giving businesses flexibility to choose cost-effective solutions.
Do Infoset alternatives offer strong analytics and reporting capabilities?
Most alternatives include tools for analytics and reporting that help monitor support performance, customer satisfaction, and operational efficiency.
What types of customer support do Infoset alternatives provide?
Leading alternatives typically offer various support channels such as 24/7 live chat, phone, and email assistance, alongside comprehensive self-service resources like knowledge bases and community forums.
In evaluating SaaS software, a comprehensive and structured methodology
ensures a fair and accurate comparison across key metrics.
This approach focuses on the most critical aspects that affect user
experience, functionality, and business value.
The following metrics—general features, cost, customer service, integrations,
and mobile support—are evaluated to provide a holistic
view of each software solution’s strengths and weaknesses. These metrics
are selected based on their direct impact on software
usability, scalability, and long-term effectiveness for businesses.
General Features (40%)
This metric evaluates the core functionalities and tools the software offers.
It involves assessing the comprehensiveness of
the features, their relevance to the target users, and the ease of use.
This is important because robust and well-designed
features determine the software’s overall utility
and efficiency in solving user problems.
Cost (15%)
Cost analysis focuses on pricing models, value for money, and scalability.
It’s crucial to evaluate whether the software’s
features justify its price, considering different plans for small and
large organizations. This is vital for businesses to
ensure they invest in cost-effective solutions that fit their budget.
Customer Service (15%)
This evaluates the responsiveness, quality, and availability of customer
support, including channels like chat, email,
or phone. Good customer service is essential for troubleshooting and
ensuring smooth software usage, which reduces downtime
and frustration for users.
Integrations (15%)
This examines how well the software integrates with third-party tools
(e.g., CRM, payment systems, collaboration apps).
Seamless integrations are key for creating a unified workflow and
enhancing productivity by connecting multiple systems,
which is crucial for operational efficiency.
Mobile Support (15%)
Mobile support assesses the software’s functionality and performance on
mobile devices, including apps and mobile web versions.
With increasing remote work and on-the-go usage, strong mobile
support is critical to ensure users can access and utilize
the software effectively, regardless of location.