New Case Study: How XpressConnect Personalizes Outreach to 70,000 Contacts in Pipeline CRM!
New Case Study: How XpressConnect Personalizes Outreach to 70,000 Contacts in Pipeline CRM!
Businesses from all industries and revenue sizes use Pipeline CRM.
We’re especially proud to be the CRM of choice for companies in manufacturing, transportation, construction, distribution, logistics, and professional services. In these high-growth industries, an easy-to-use and highly adoptable CRM is a critical and non-negotiable requirement.
You’ll receive tips and alerts to respond quicker and communicate better. Plus you’ll know when leads are high-risk, and share real-time updates with your team when you win. Organized information, happy leads, and closed deals make for an efficient sales process.
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We’re especially proud to be the CRM of choice for companies in manufacturing, transportation,
construction, distribution, logistics, and professional services.
Manage your leads & the unique workflow of the plumbing and mechanical business with our CRM.
Gain the trust that makes property buyers and sellers confidently sign the contract.
Pipeline CRM is “just right” for companies that are frustrated with overpriced and over-engineered CRM solutions.
According to G2 Crowd, a top peer-to-peer, unbiased business solutions review platform, Pipeline CRM is the most adopted CRM among SMBs. Review our features and CRM customer case studies.
CRM software is used to track relationships with clients and improve lead management. It serves as your team’s collaborative knowledge hub, streamlining the sales process and breaking down barriers. As a result, it increases productivity, efficiency, and conversion rates.
Some key features of sales CRM tools include contact, lead, and team management, performance reporting, sales forecasting, and sales automation. Learn more about the roles of CRM here.
A custom CRM is simply a CRM system that can be uniquely set up based on a business’s needs. For example, you can change deal stage names, add new properties to contacts (custom data fields), manage multiple pipelines (custom workflow), and set up rules for sales automation (custom automation). These changes allow businesses to build a CRM dashboard that’s better suited to their individual sales processes and goals.
The first step to building a customizable CRM is choosing CRM software with tailoring. Once you understand your business’s needs, match them with the available CRM tools. Look for a CRM that offers both flexibility and structure, providing room for personalization without the risk of system instability.
We recommend adopting customizable off-the-shelf CRM software rather than creating a custom-made CRM, as creating a custom CRM demands a lot of time, cost, and energy.
One of the best customizable CRMs is Pipeline CRM. We design our features with many industries in mind, particularly the old economy and contractor sectors. While our basic features address common sales challenges, our customizable solutions offer flexibility and tailoring.
This includes everything from editing property names (contacts and deals) to adding daily reports to the dashboard, suggesting the ‘next step’ in deals (sales automation), setting rules for email drip campaigns, and changing the Pipeline CRM’s color interface to match your business. Learn the extent of our customization here.
See How Pipeline CRM Can Work For You
sales@pipelinecrm.com
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