Automate Sales Workflows
More time selling and less time updating.
Sales automations is the future of the sales profession – they save time and help you work smarter. Pipeline CRM can help you add efficient workflows to your sales process. Free up time for selling and engaging your leads across multiple channels for greater success. Allow your sales team to focus on their most valuable tasks. They’ll get activity reminders, suggested next steps, and easily share progress across their team as leads move through the sales pipeline to become closed deals.
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Trusted by 18,000+ users around the world
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Features to improve
your job (and sales)
Allow your sales team to focus on their most valuable tasks
Streamlined pipeline
Let Pipeline CRM facilitate your sales process by automatically assigning tasks and updating leads as they move through the sales pipeline. Get real-time visibility into your pipeline, from start to finish. Learn more
Shared updates
Update once, update everywhere. Automated actions will instantly notify sales managers and other team members when deals are closed, milestones are reached, and more.
'Next step' suggestions
Automatically prompt the next move on a deal. Pipeline CRM will help your salespeople maintain focus and stay on track with the best action to take at every stage in the process.
Recurring deals
Have clients on a retainer, or recurring deals? Traditional sales workflows struggle to support recurring revenue models, but Pipeline CRM can instantly create a new deal when a recurring deal closes.
Bulk uploads
No need to add your clients manually. We get it, the thought of onboarding new software can be scary. But with Pipeline CRM you can bulk upload your existing contacts, and they’re all in our system in minutes. Learn more
Haittam George Greib,
Prestige Worldwide Logistics
“Our outside reps are managing their deals and leads just as efficiently as our in-house reps because of Pipeline CRM. We’re very happy with Pipeline CRM and you will be, too!”
Workflow Automations
