Customization

Build a customized sales process

Choose the data you need to see every day, custom name each field, and even change the colors to suit your brand! Change as much or as little as you like according to your needs.

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Customizations support the way
you do business

Customize Pipeline CRM to your workflow to close more deals faster, enhance customer experiences, and unlock revenue-driving insights.

Personalize Your Dashboard

Simplify your workflow with mission-critical information displayed on your home dashboard. Customize it by adding saved list views, reports, goals, and more.

Define Your Deal Stages

Customize your sales process by editing and adding new deal stages, deal statuses, and deal loss reasons. Indicate how likely a deal is to close based on a probability percentage associated with each deal stage.

Arrange Views Your Way

Order information in your List Views the way you need to see it. List Views are filtered, sorted, and organized based on your custom CRM data fields and system defaults.

Collect Unique Attributes

Track data specific to your industry, company, or personal workflow. Record valuable information like product interest or personal details for relationships like birthdays or hobbies.

Streamline Record Input

Customizing record creation forms save time and energy by collecting only what is needed. Make certain fields required, or rearrange and hide fields you don’t need when updating records

Customize Reporting

Create reports to fit your needs. Customize the data segments you need, as well as how they appear in your visual analysis. Easily add and use custom fields in your reports.

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Unlock the potential of your business

Customize the most efficient sales process for your business

Customizable dashboards overview

Customizable dashboards let you display your most important information in one view. Add reports, goals, and list views alongside default tiles to streamline workflow and reduce navigation time

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Custom field groups

Custom Field Groups organize related fields together, appearing on profile pages, list views, and forms – helping you maintain efficiency and organization throughout Pipeline CRM.

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Custom fields

Create custom fields for companies, deals, and people to track industry-specific data. Administrators can control field editing permissions to maintain data integrity.

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Conditional dropdowns

New conditional fields allow admins to create dynamic dropdown menus that adapt based on specific criteria, enhancing form efficiency and customization.

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See how Pipeline CRM can boost your sales

Build a customized sales process

Customizations support the way you do business

Unlock the potential of your business

Customizable dashboards overview

Custom field groups

Custom fields

Conditional dropdowns

© Pipeline CRM 2025

Customizations support the way
you do business