Customization
Custom CRM software to suit your unique needs.
Decide which data you need to see first every day, change the colors to suit your brand, and custom name every field. Or if you don’t know exactly what you need yet, get started with our best-practice templates. Change as much or as little as you like. Pipeline CRM is intuitive enough for your small business and robust enough to feel tailored for an enterprise team.
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Allow your sales team to focus on their most valuable tasks
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.
Your logo, your colors
Tailor the entire Pipeline CRM interface to match your company brand colors – or any colors you like. You can also replace the Pipeline CRM logo in the top left with your own logo or company name.
User permissions
Assign permissions for your team members to set what they can see and do within the application. Only those with Executive permission can view all deals, contacts, and leads without restriction.
Recurring 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, such as primary contact information, industry, currency type – anything you need.
Easy data views
Filters let you get right to the data you need. For example, find people with your zip code, or high-priority deals in the negotiation stage. Then save and share filters, so you can easily get to these preferred list views.
One-click activity notes
Add your most frequent notes as “one-click” activities to save time. Instead of manually typing each time, select that you “made a phone call,” “visited site,” or whatever your most common tasks are.
Jennifer Vo,
Group ISO
“My sales team loves the convenience and ease of use that Pipeline CRM brings.”
