Integrate your apps
Our services
New to Pipeline CRM? We’ve got you covered! We offer free data migration and a smooth onboarding process.
Save time by importing filters from a saved list view to update or build a new report. List views are used to sort and filter your CRM data.
Dig deeper into your data with more filter options called Breakdown Group By. Use select custom fields including picklist, checkbox, boolean, single association and multiple association.
Schedule your favorite Views for recurring delivery by email for the most up-to-date sales numbers — like that one report you need for your Sales Meeting every Monday at 9:00am.
Work lightning fast with access to real time data so you can use and analyze your data as soon as it’s updated.
See all your reports with Views. Start your day by checking on your team with Deals by Owners. Update the date range across all your reports for instant insights.
Create, configure, save and share your Views. Download to PNG or PDF.
Sales performance tracking is made easy with Pipeline CRM. Our CRM software offers advanced reporting features that provide insights into your sales pipeline. With customizable views, you can monitor deal progress, track team activities, and analyze performance metrics to spot bottlenecks quickly and help you take immediate, data-backed action.
Yes, Pipeline CRM allows you to create and configure reports tailored to your specific requirements. You can apply filters, select custom fields, and use the “Breakdown Group By” feature to gain granular insights into your sales data. Start a free trial to see how it works.
Our reports update data in seconds, so your sales reports reflect the most current activity. This means your team can make faster decisions, adapt quickly to changes, and stay aligned throughout the day.
Absolutely. With Pipeline CRM, you can automatically generate a report for specific sales metrics and datasets and deliver it to your teams. This report automation delivery ensures your team stays updated with the latest sales figures and trends.
Pipeline CRM’s sales forecasting tools help you project future performance based on historical data and deal velocity. See which reps are on track to meet quota, where extra coaching might be needed, and what revenue trends are emerging. Book a demo to see Pipeline CRM’s forecasting capabilities in action.