Features

Integrations

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

Email Drip Campaigns NEW

Save time by automating customer engagement – welcome new contacts, nurture leads and build relationships to grow customer loyalty.

SuperShare

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

Account Customization

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

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.

Automations NEW

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

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.

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, all expert daily users of Pipeline. Our support is known for picking up in two rings, no phone trees involved.

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 & distribution allows every member of your staff to be on the same page.

Real Estate Agents

As a real estate agent, 42% of your earnings can come from repeat clients and referrals. With Pipeline CRM, you can leverage that and more.

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

15 CRM Statistics You Need to Know in 2023

In today’s constantly evolving business landscape, staying current on the

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

Onboarding Services

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

A Pipeline CRM Customer Success team manager works directly with your team to develop a tailored plan suited to your business goals. Our process is proven to provide faster onboarding and improved adoption.

No credit card required.

Trusted by 18,000+ users around the world

Our Success team will teach you how to use the tools at your fingertips to start growing your business today.

Get your Pipeline account up and running in no time with our affordable Standard Account Setup.

Every Standard Account Setup includes:

Training & onboarding form with a calendar to schedule your sessions on your time within 30 day
30 min kick-off call
Three hours of dedicated one-on-one training with a Pipeline Onboarding Manager
A customized training plan designed specifically for your business
Data analysis and import assistance for 1-2 files
1 custom automation/task template

Power up your Pipeline account and boost your sales with Pipeline Premium Account Setup.

Every Premium Account Setup includes:

Training & onboarding form with a calendar to schedule your sessions on your time within 30 days
30 min kick-off call
Five hours of dedicated one-on-one training with a Pipeline Onboarding Manager
A customized training plan designed specifically for your business
Data analysis and import assistance 4-5 files**
3 custom automation/task template

*Training package is non-refundable
**Amount and quality of data informs the cost

Customer stories

What Our Valued
Customers Are Saying

Jeff Vaughn,
Vice President of Sales at Trailer Bridge

“Our sales process is so streamlined that we increased productivity 100%“

Customer stories

What Our Valued
Customers Are Saying

Marco Kristen,
Marketing Director at TENMAT

“Our sales went up 30% with the same amount of people and resources”

Customer stories

What Our Valued
Customers Are Saying

Kim Hicks,
Sales Administrator at Cornerstone Flooring

“With Pipeline, we’re closing deals much faster and communicating better.”

Frequently
Asked Questions

How much do onboarding services typically cost?

Each onboarding is unique. We work with each individual client to understand their needs. Packages can range in price. Contact a sales team member for pricing. Quotes are only based on an implementation approach that best matches a company’s requirements.

How have other companies benefited from onboarding services?

Based on years of experience, our Customer Success team has a 100 percent success rate in improving time to launch rate. The personalized assistance from professional CRM experts has lead to a streamlined sales process and a smooth CRM adoption experience.

What are the phases of CRM integration?

Our comprehensive onboarding services ensure a successful roll-out. It’s our goal to meet every client’s time-to-launch expectations. First, our team maps out your company’s goals and CRM needs. During the initial kick off call, a plan is set in place for timely execution of tailored services. Data import, onboarding, and admin and team training follow. Check-ins are also part of the implementation process. VIP services are available upon request.

How long will onboarding take?

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.

What will a Customer Success Manager help our business with?

Through our onboarding services we help you manage your sales process to optimize your business. That can involve data import services, admin training, team training and personal follow up. Every business is different…

What if I need more sessions after the program ends?

It is our team’s goal to ensure Pipeline CRM is running the way you need it to. We want to ensure your team has all of the training necessary to thrive. We can plan and schedule more sessions as necessary.

What sets your Success team apart?

The Pipeline CRM Customer Success team has years of CRM training and onboarding experience – across a breadth of industries – to offer onboarding packages that make the best use of your time and budget.

Onboarding Services​

Trusted by 18,000+ users around the world

Our Success team will teach you how to use the tools at your fingertips to start growing your business today.​

What Our Valued Customers Are Saying

What Our Valued Customers Are Saying

What Our Valued Customers Are Saying

Frequently Asked Questions

Features

Solutions

Company

Resources

Onboarding Services

Our Success team will teach you how to use the tools at your fingertips to start growing your business today.

What Our Valued
Customers Are Saying

What Our Valued
Customers Are Saying

What Our Valued
Customers Are Saying

Frequently
Asked Questions