No credit card required.
Track all your email messages, opens, clicks, and downloads automatically as activities in your account.
From Gmail to QuickBooks, Pipeline CRM offers popular integrations with email providers, marketing, and sales software
Choose the default titles for stages: Qualified Lead, Proposal, Contract, and Signed. Or you can customize these deal stage titles to suit your team’s sales language.
Assign permissions for your team members to set what they can see and do within the application.
Pipeline CRM mobile CRM for iOS and Android helps you stay on top of your sales while you’re out doing your job.
Prioritize the customer details that are most important to your business. You can create up to 25 custom fields that will automatically appear on every deal page.
When you understand past trends, you’ll be able to confidently forecast the salespeople on track to hit quota.
Automate sales commissions to reduce cost and increase transparency for remote sales teams.
We offer unlimited data storage for growing sales teams without any data caps. Feel free to store all your documents, images, and communication records without additional charges.
Our award-winning U.S.-based support team is here for you. Unlimited Phone, Chat, and Email Support for Everyone.
List views provide the usability and familiarity of a sheet, with features that make tracking and managing sales almost effortless.
The list view Hindsight feature offers visibility into what has changed in your sales pipeline over time so you can track progress with a couple of clicks.
Stars allow you to filter, sort, and share custom data views so important information is always accessible and organized across teams.
No credit card required.