Automations

More time selling and less time updating.

Automation

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.

No credit card required.

Automation

Features to improve your job (and sales).

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

Workflow Automations

Video Thumbnail
1:19
About Wistia

Ready To Put Some Wins On The Board?

Easy to get started with no setup or hidden costs, and no engineering resources required.

No credit card required.

Copy link
Powered by Social Snap