Promotional Materials

Features

Integrations

Integrate Pipeline CRM into your typical workflow and keep using your favorite tools.

Automated Email Marketing NEW

Save time by automating customer engagement. Welcome new contacts, nurture leads, and build relationships.

SuperShare

You can securely and efficiently view, share, and collaborate on sales pipeline data with external collaborators outside the company.

Account Customization

Customize CRM toward your unique business needs. Change as much or as little as you like.

Onboarding Services

Our Customer Success team offers personalized training and guidance to ensure a successful CRM implementation.

Automations NEW

Let your sales team focus on their most valuable task - closing deals! Automate everything else, including activity reminders, suggested next steps, etc.

Reporting

Track your team’s performance metrics, the types of deals you acquire, their performance across time, or any custom data point you want.

Mobile CRM

Pipeline CRM mobile CRM for iOS and Android helps you stay on top of your sales while you’re out doing your job.

Do you need Sales or Support? Get in touch with us at +1 866-702-7303

Solutions

Sales Pipeline Management

Pipeline CRM helps you visualize and understand your sales pipeline in order to grow your business.

Lead Management

Automatically get your leads into Pipeline CRM and set a follow-up communication with your leads. Organized information, happy leads, and closed deals make for an efficient sales process.

Onboarding Services

Our Customer Success team offers personalized training and guidance to ensure a successful CRM implementation.

Sales Team Management

Pipeline CRM helps you guide your teams and set meaningful objectives for salespeople. Establish team activity tracking, so you’re always in the know.

Contact Management

Building and nurturing your relationships with existing customers is just as important as getting new leads. Easily keep on top of all your customer relationships with Pipeline CRM.

Customer Care

Real people, all expert daily users of Pipeline. Our support is known for picking up in two rings, no phone trees involved.

Do you need Sales or Support? Get in touch with us at +1 866-702-7303

Industries

Small Business

Pipeline CRM is the best for small businesses frustrated with overpriced and over-engineered CRM solutions.

Professional Services

Stay organized by storing data for each client in one place. Improve customer relationships and streamline your sales process

Transportation & Logistics

Stay on top of everything – freight, cargo, importing, exporting, shipping, 3PL, and more – all in one place.

Agencies

Our CRM is designed to help teams collaborate in delivering excellent work to customers. Using a suite of powerful tools, we give marketing professionals the ability to reach and engage customers.

Fencing Contractors

Pipeline CRM makes it simple to manage everything about a fencing job, from estimates to happy customers — all in one place.

Plumbing & HVAC

Pipeline CRM makes it simple to manage everything about a job from estimate to happy customer — all in one place.

Construction

See everything about a job in one place, whether you’re in the office, in your car, or on a job site.

Manufacturing

Manufacturing CRM software is the best way to get ahead of your competition and win more jobs.

Flooring Contractors

Pipeline CRM makes it simple to manage everything about a flooring job, from estimates to happy customers — all in one place.

Landscaping Contractors

Start, develop, and grow relationships in your community and see your business prosper for years to come.

Wholesalers and Distributors

Pipeline CRM for wholesale & distribution allows every member of your staff to be on the same page.

Real Estate Agents

As a real estate agent, 42% of your earnings can come from repeat clients and referrals. With Pipeline CRM, you can leverage that and more.

Do you need Sales or Support? Get in touch with us at +1 866-702-7303

Resources

Case Studies

Check out our customers' stories and how Pipeline CRM helped them on the journey to sales success.

Webinars

Our group webinars will help you get up and running, and you'll learn how to use Pipeline CRM effectively! Save yourself a seat at our upcoming webinars!

Affiliates NEW

Become a partner! We happily reward Referral Partners with a 20% commission on the subscription's LIFETIME revenue for each referral that signs up.

Pipeline CRM Comparisons

See how Pipeline compares to other popular brands. Get a breakdown of CRM pricing, features, and more!

Sales advice for any team. Learn how to be more efficient with your tasks—from writing cold emails to automating your sales process. Stay up to date with the latest customer relationship management trends and best practices.

Pipeline CRM- Best Professional Services CRM for Sales-focused Businesses

Featured story

Best CRM for Professional Services

Whether you’re an accountant, lawyer, or involved in other business

Do you need Sales or Support? Get in touch with us at +1 866-702-7303

Every Pipeline CRM Partner can download promotional materials absolutely for free! Feel free to use our banners, and even high converting landing pages—everything you need to help you market our products efficiently.

Partner Program Guide

Download a step-by-step guide on how to get started with Pipeline CRM Partner Program.

Advertising Banners

We’ve created 6 sets of ads for you to display on your blog and website. Simply click on the “download” button, and you’ll download a zip file with JPEG banners.

Pipeline Logo

Click on the “download” button, and you’ll download a zip file with the Pipeline CRM logo in multiple formats: JPEG, PNG, EPS, and SVG.

Landing Pages

A good landing page converts your visitors into leads while delighting them. We’ve created dedicated landing pages and optimized them for conversions. Please choose the one you like the most and use it with your unique affiliate link.

G2 Badges

Our Partners love using G2 badges to let buyers (and the world) know how customers feel about the Pipeline CRM software. Simply click on the “download” button, and you’ll download a zip file with SVG and PNG badges.
Add your badges to your website, put them on a landing page, share on social, or even include them in your G2 banner.

Pipeline CRM is a leader in Small-Business CRM on G2

Email Templates

You don’t have to write your emails from scratch. We’ve created some email templates for your outreach campaign to help you get started. Pick the emails you like, customize them any way you want, and don’t forget to include your unique affiliate link. Simply click on the “download” button to download a PDF file with email templates.