Features

Integrations

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

Email Drip Campaigns NEW

Save time by automating customer engagement – welcome new contacts, nurture leads and build relationships to grow customer loyalty.

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.

Email Sync

Sync your Gmail or Outlook emails with Pipeline CRM. The entire history of your sales communication is in one easy-to-filter place, and fewer deals slip through the cracks.

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

Pipeline CRM
Guides & White Papers

Whether you're a business owner or a sales professional,
our resources will help you understand the latest trends
and strategies in CRM, as well as best practices for
implementation and optimization.

A-Z Glossary of Sales Terminology

A comprehensive glossary of sales terminology. Bookmark this for future reference.

A Checklist: How to Measure Lead Quality

Learn all about measuring lead quality. Streamline your lead generation with good quality leads.

Free CRM Handbook - A Comprehensive Guide

Our free CRM guide will help you understand the latest trends in CRM.

The Complete SLA How To Guide

The Complete Service Level Agreement (SLA) How-To Guide With Workbook

The Complete Guide To Cold Calling

Learn how to effectively cold call and build positive relationships with customers with our complete guide to cold calling.

Sales Tips: Sales Pipeline Guide

A guide to the benefits, mistakes and tips for your sales pipeline.

Pipeline CRM Guides & White Papers

A-Z Glossary of Sales Terminology

A comprehensive glossary of sales terminology. Bookmark this for future reference.

A Checklist: How to Measure Lead Quality

Learn all about measuring lead quality. Streamline your lead generation with good quality leads.

Free CRM Handbook - A Comprehensive Guide

The Complete SLA How To Guide

The Complete Guide To Cold Calling

Learn how to effectively cold call and build positive relationships with customers with our complete guide to cold calling.

Sales Tips: Sales Pipeline Guide

Features

Solutions

Company

Resources

Pipeline CRM
Guides & White Papers