Accelerate Your Sales
Pipeline From Lead to Close
Building relationships and making deals is easyÂ
and frictionless in Pipeline.
No credit card required.
Trusted by 18,000+ users around the world
grow
Top features to help you
automate your sales process
Allow your sales team to focus on their most valuable tasks
Email Campaigns & Tracking
Track all your email messages, opens, clicks, and downloads automatically as activities in your account.
Custom Fields
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.
Easy Integrations
From Gmail to QuickBooks, Pipeline CRM offers popular integrations with email providers, marketing, and sales software
Sales Forecasting
When you understand past trends, you’ll be able to confidently forecast the salespeople on track to hit quota.
Track Commissions
Automate sales commissions to reduce cost and increase transparency for remote sales teams.
Custom Deal Stages
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.
Unlimited Files Storage
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.
User Permissions
Assign permissions for your team members to set what they can see and do within the application.
Mobile App
Pipeline CRM mobile CRM for iOS and Android helps you stay on top of your sales while you’re out doing your job.
Easy to Use
and Adopt
- Familiar Format with Powerful Features
List views provide the usability and familiarity of a sheet, with features that make tracking and managing sales almost effortless.
- Check Your Progress
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.
- Save, Access, and Share
Stars allow you to filter, sort, and share custom data views so important information is always accessible and organized across teams.
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Quick and Simple Setup and Customization
Get Started Yourself—No Admin Required
See all of your deals in a single, customizable list view. Use filters to find exactly what you're looking for.
No credit card required.
Record the Full Relationship Lifecycle
With a Pipeline account, your leads will easily progress to cross-sell, upsell, renewal, and ongoing relationship with a single source of truth.
No credit card required.
Keep Teams
in Sync
Remote sales teams work seamlessly with features that support task and deal assignment, commenting and conversations, collaborative pipeline management, and deal sharing.
No credit card required.
Customer stories
Make our tools work for you
Get a sales platform that offers easy setup, seamless integrations, and intuitive tools. Spend more time on closing deals, not on managing your CRM.
Marco Kristen,
Marketing Director at TENMAT
“Our sales went up 30% with the same amount of people and resources”
Customer stories
Smart agenda
Jeff Vaughn,
Vice President of Sales at Trailer Bridge
“Our sales process is so streamlined that we increased productivity 100%“
Customer stories
Email Performance Tracking
Kim Hicks,
Sales Administrator at Cornerstone Flooring
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Visibility, Insight, and Accountability of
Your Sales Pipeline
All plans include free US-based phone support and unlimited reports and dashboards.
Smart
Agenda
A daily agenda builds itself as you work so you know exactly what you have to do for any person or deal as soon as you log in.
No credit card required.
Email
Enabled
Microsoft Office 365 and Gmail integrations bring bi-directional contacts and calendar syncing to your account, reducing data entry and keeping your information current.
No credit card required.
Mobile
App
With the Pipeline mobile app, your sales tools go wherever you go. A business card scanner makes adding new contacts easy.
No credit card required.
SuperShare
Save time exporting, formatting, and sending data to your trusted business partners by sharing quickly and securely with Supershare.
No credit card required.
Replace or Integrate with Anything
Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for any niche solutions your business requires.
No credit card required.
