Integrate your apps
Integrate your apps
Customize Pipeline CRM to your workflow to close more deals faster, enhance customer experiences, and unlock revenue-driving insights.
Custom Field Groups organize related fields together, appearing on profile pages, list views, and forms – helping you maintain efficiency and organization throughout Pipeline CRM.
Pipeline CRM is customizable CRM software, giving you full control over your sales process. You can personalize your dashboards, deal stages, record forms, and even field names and colors. Track exactly what matters to your business—whether it’s product lines, service types, or client preferences—and organize your workspace to match how your team sells. Book a demo to see it in action.
The dashboard on your CRM shows the information you rely on most, like sales metrics, tasks, and shortcuts. Instead of jumping between views and windows, everything is in one place. This allows you to access the data you need quickly and accurately, increasing your productivity and sales quotas.
Yes. With Pipeline CRM’s conditional dropdowns and custom field groups, you can build smarter forms that adjust based on user input. This helps streamline record creation, reduce clutter, and improve data quality across your team.
Admins can manage who can edit custom fields and layout settings. This helps maintain data accuracy while still giving reps the flexibility to capture relevant information during sales conversations.
