Epic MyChart CRM vs Pipeliner CRM
Side-by-side comparison of features, pricing, and integrations.
Quick Verdict
Epic MyChart CRM offers fewer features (0 vs 82) and fewer integrations (0 vs 12). Starting price: Epic MyChart CRM at Contact Sales vs Pipeliner CRM at $75/mo. Epic MyChart CRM has 0 unique features while Pipeliner CRM has 82 unique features, with 0 features in common.
| Epic MyChart CRM | Pipeliner CRM | |
|---|---|---|
| Category | CRM | CRM |
| Total Features | 0 | 82 |
| AI-Powered Features | 0 | 4 |
| Starting Price | Contact Sales | $75/mo |
| Pricing Tiers | 0 | 4 |
| Integrations | 0 | 12 |
| Shared Features | 0 | |
| Shared Integrations | 0 | |
| Data Quality | 10% | 95% |
Feature Comparison by Category
AI (0 vs 4)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| AI Email Assistant | ||
| Insights | ||
| Pipeliner Voyager AI | ||
| Voice-to-Text Transcription |
Account Management (0 vs 2)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Account Health | ||
| Account Plans |
Activity Management (0 vs 5)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Activity Management | ||
| Appointment Scheduler | ||
| Notes Management | ||
| Reminders | ||
| Task Management |
Administration (0 vs 5)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Advanced Permissions | ||
| Audit Log | ||
| Custom User Roles and Permissions | ||
| Field Permissions | ||
| Sandbox Environment |
Automation (0 vs 4)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Approval Processes | ||
| Automatizer Workflow Engine | ||
| Email Automation | ||
| Sales Automation |
Collaboration (0 vs 1)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Feeds (Built-in Internal Messaging) |
Communications (0 vs 2)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Calling Integration | ||
| Email Integration |
Compliance (0 vs 1)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| GDPR Compliance |
Content Management (0 vs 3)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Attachment Management | ||
| Document Management | ||
| Online Forms |
Core CRM (0 vs 5)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Account Management | ||
| Contact Management | ||
| Lead Management | ||
| Opportunity Management | ||
| Pipeline Management |
Customization (0 vs 5)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Custom Entities | ||
| Custom Fields | ||
| Lookup Fields | ||
| Multiple Form Views | ||
| Rollup Fields |
Data Management (0 vs 6)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Advanced Filtering | ||
| Bulk Ownership Updates | ||
| Bulk Updates | ||
| Import/Export Capabilities | ||
| Merge Contacts & Accounts | ||
| Opportunity and Lead Archive View |
Data Protection (0 vs 1)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Daily Database Backups |
Data Quality (0 vs 1)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Duplicate Checker |
Email Marketing (0 vs 3)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Email Personalization | ||
| Email Sequencing | ||
| Mass Email Tracking |
Localization (0 vs 1)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Multiple Currencies |
Mobile (0 vs 1)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Mobile App |
Organization (0 vs 1)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Custom Business Units |
Project Management (0 vs 4)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Gantt View | ||
| Multiple Custom Projects | ||
| Objective View | ||
| Project Engine |
Reporting (0 vs 4)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Advanced Reporting | ||
| Custom Dashboards | ||
| Navigator Dashboard | ||
| Scheduled Reports |
Sales Analytics (0 vs 1)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Whitespace Account Matrix |
Sales Management (0 vs 6)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Custom Pipeline Stages | ||
| Custom Products and Services Catalog | ||
| Forecasting & Quotas | ||
| Multiple Custom Pipelines | ||
| Quote Management | ||
| Target Multiple KPIs |
Security (0 vs 5)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| 2-Factor Authentication | ||
| Email Domain Restrictions | ||
| Encryption at Rest | ||
| SSL Encryption | ||
| Single Sign-On (SAML 2.0) |
User Interface (0 vs 5)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Compact View | ||
| In-App Notifications | ||
| Personalized User Interfaces | ||
| Power Panel | ||
| Record Preview |
Visualization (0 vs 6)
| Feature | Epic MyChart CRM | Pipeliner CRM |
|---|---|---|
| Account Matrix View | ||
| Dynamic Target Views | ||
| Dynamic Velocity View | ||
| Map View | ||
| Visual Account and Contact Org Chart | ||
| Visual Opportunity and Lead Buying Center |
Unique Features
Only in Epic MyChart CRM (0)
Only in Pipeliner CRM (82)
Account Health
Account Plans
Activity Management
Appointment Scheduler
Notes Management
Reminders
Task Management
Advanced Permissions
Audit Log
Custom User Roles and Permissions
Field Permissions
Sandbox Environment
AI Email Assistant
Insights
Pipeliner Voyager AI
Voice-to-Text Transcription
Approval Processes
Automatizer Workflow Engine
Email Automation
Sales Automation
+ 62 more unique features
View Epic MyChart CRM details View Pipeliner CRM details Epic MyChart CRM alternatives Pipeliner CRM alternatives
Want to build your own alternative to Epic MyChart CRM or Pipeliner CRM?
Analyze it with Reap