Features

Integrations

Integrate Pipeline CRM into your typical workflow and keep using your favorite tools.

Email Sync

Sync your Gmail or Outlook emails with Pipeline CRM. The entire history of your sales communication is in one easy-to-filter place, and fewer deals slip through the cracks.

Onboarding Services

Our Customer Success team offers personalized training and guidance to ensure a successful CRM implementation.

Account Customization

Customize CRM toward your unique business needs. Change as much or as little as you like.

Reporting

Track your team’s performance metrics, the types of deals you acquire, their performance across time, or any custom data point you want.

Mobile CRM

Pipeline CRM mobile CRM for iOS and Android helps you stay on top of your sales while you’re out doing your job. (edited)

Automations NEW

Let your sales team focus on their most valuable task - closing deals! Automate everything else, including activity reminders, suggested next steps, etc.

SuperShare

You can securely and efficiently view, share, and collaborate on sales pipeline data with external collaborators outside the company.

Do you need Sales or Support? Get in touch with us at +1 866-702-7303

Solutions

Sales Pipeline Management

Pipeline CRM helps you visualize and understand your sales pipeline in order to grow your business.

Lead Management

Automatically get your leads into Pipeline CRM and set a follow-up communication with your leads. Organized information, happy leads, and closed deals make for an efficient sales process.

Onboarding Services

Our Customer Success team offers personalized training and guidance to ensure a successful CRM implementation.

Sales Team Management

Pipeline CRM helps you guide your teams and set meaningful objectives for salespeople. Establish team activity tracking, so you’re always in the know.

Contact Management

Building and nurturing your relationships with existing customers is just as important as getting new leads. Easily keep on top of all your customer relationships with Pipeline CRM.

Customer Care

Real people, based in the US, and all expert daily users of Pipeline. Our support is known for picking up in two rings, no phone trees involved. (edited)

Do you need Sales or Support? Get in touch with us at +1 866-702-7303

Industries

Small Business

Pipeline CRM is the best for small businesses frustrated with overpriced and over-engineered CRM solutions.

Professional Services

Stay organized by storing data for each client in one place. Improve customer relationships and streamline your sales process

Transportation & Logistics

Stay on top of everything – freight, cargo, importing, exporting, shipping, 3PL, and more – all in one place.

Agencies

Our CRM is designed to help teams collaborate in delivering excellent work to customers. Using a suite of powerful tools, we give marketing professionals the ability to reach and engage customers.

Fencing Contractors

Pipeline CRM makes it simple to manage everything about a fencing job, from estimates to happy customers — all in one place.

Plumbing & HVAC

Pipeline CRM makes it simple to manage everything about a job from estimate to happy customer — all in one place.

Construction

See everything about a job in one place, whether you’re in the office, in your car, or on a job site.

Manufacturing

Manufacturing CRM software is the best way to get ahead of your competition and win more jobs.

Flooring Contractors

Pipeline CRM makes it simple to manage everything about a flooring job, from estimates to happy customers — all in one place.

Landscaping Contractors

Start, develop, and grow relationships in your community and see your business prosper for years to come.

Wholesalers and Distributors

Pipeline CRM for wholesale and distribution allows every member of your staff to be on the same page — track conversation histories, deal progress, and communications.

Do you need Sales or Support? Get in touch with us at +1 866-702-7303

Resources

Case Studies

Check out our customers' stories and how Pipeline CRM helped them on the journey to success.

Webinars

Our group webinars will help you get up and running, and you'll learn how to use Pipeline CRM effectively! Save a seat at upcoming webinars!

Affiliates NEW

We happily reward Referral Partners with a 20% commission on the subscription's LIFETIME revenue for each referral that signs up.

Blog

Learn how to write cold emails that deliver results, close deals faster, or automate your sales process so you can focus on revenue-generating tasks.

Featured story

How to Convert Leads into Sales Pipeline

How long until your leads go cold? The Harvard Business

Do you need Sales or Support? Get in touch with us at +1 866-702-7303

Integrations

QuickBooks Integration

Give your Accounts team early access to sales forecasts, immediately share won deals with them, and generate invoices seamlessly. Pipeline keeps sales teams on track, and can provide more accurate financial data, too.
Combine sales engagement and customer relationship management in one place. With a QuickBooks and CRM Integration, you can more clearly understand complete customer relationship lifecycles.

Get Paid Faster, Forecast Sales, and Coordinate Your Entire Team

Invoice generation

With QuickBooks integration, you can add new customers using contacts already in your Pipeline account. And you can easily generate invoices for contacts attached to closing Deals.

Less effort and less errors

Save time and avoid redundancy. There’s no need to edit contacts on both platforms. Instead of double data entry, all edits update in real time across both platforms.

Improved sales forecasts

Make sales forecasts a more integral part of your company’s financials with Pipeline’ advanced insights and reports. Manage invoices, payments, and estimates to accelerate your pipeline.

QuickBooks Integration

Get Paid Faster, Forecast Sales, and Coordinate Your Entire Team

Invoice generation

Less effort and less errors

Improved sales forecasts

Features

Solutions

Company

Resources