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New to Pipeline CRM? We’ve got you covered! We offer free data migration and a smooth onboarding process.
You can create and schedule email sequences that are sent automatically based on contact actions or timelines. They will help you nurture leads, follow up after meetings, or re-engage cold prospects—without manual work.
Automated emails keep leads warm by sending the right message at the right time. You stay top of mind, follow up faster, and free up more time to focus on active deals.
Yes, A/B testing is built in. Try different subject lines or messages to see what gets more opens, clicks, and replies—then use what works to improve future campaigns. Start your free trial today to give it a try.
Onboarding time varies per implementation. Many factors, from a sales team’s prior CRM experience to scheduling, come into play to determine the amount of time needed. Some clients have experienced full onboarding within two weeks. Average onboarding for a SMB typically falls within a month timeframe.
Yes. Pipeline CRM offers a 14-day free trial — no credit card required. You’ll get full access to email automation tools, so you can build and test campaigns right away. We also have an interactive demo that shows you the capabilities of email drip campaigns.