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Integrate your apps
Integrate your apps
Pipeline CRM ensures your team stays aligned and clients stay happy.
Your resources might be limited, but with the help of a powerhouse CRM for small business, you can compete with bigger companies. Consider Pipeline as your plus-one team player. We support you in every sales aspect, including task automation, sales performance monitoring, and full-cycle lead tracking.
Spreadsheets prevent you from growing. Try our small business CRM software to discover untapped opportunities. When you’re ready to convert, our user-friendly features and legendary customer support will make the transition frictionless and fast. Plus, navigating Pipeline CRM will be like second nature to you.
With Pipeline CRM, you’re not expected to fit our workflow—build one that fits yours. We offer customization on contacts, deals, and sales funnels. For example, you can add individual notes to contacts (recently promoted, or ex-users of brand ABC), change the deal stage name (from ‘Proposal’ to ‘On Hold’), and add another sales pipeline to your workflow.
Get a daily report with the latest sales numbers straight to your inbox. View critical items that need urgent attention in your ‘Home Tab,’ or simply turn on the Smart Agenda for automatic to-do list suggestions of the day. You’ll always know what to do and who to contact to close the deal.
Starting your journey with our small business CRM tool is simple and fast. We’ll set up your account in 48 hours without an upfront investment or any complicated installation. Use our welcome guide to help you with onboarding, or contact our dedicated customer service if you need help. You’ll be connected with a (human) expert in a couple of rings, regardless of your account size or tier.
Small businesses should use CRM software for two main reasons: automation and contact management.
As it is, resources are limited, so automating tasks can grant more time to accomplish crucial to-do’s. For example, instead of manually sending emails to new subscribers, set up a drip campaign that automatically sends welcome emails. Then, use this extra time to make a follow-up call.
Furthermore, building a customer database from contacts allows businesses to make data-driven decisions.
Our seamless automation feature enables you to save time and streamline workflows.
We’ll take over the mundane tasks (e.g., assign tasks and create deal steps) while you engage with prospects to build better customer relationships. Additionally, other big-brand CRMs come with high price tags and complex features that aren’t needed for small businesses. We offer an inexpensive CRM solution.
In contrast, Pipeline is a CRM without the fluff. You get the fundamental sales CRM features in every subscription tier (e.g., field customization and email tracking). When you need a more robust solution, simply upgrade the plan. You pay for the features that matter to you.
💡 Together with Pipeline CRM, a two-person business achieved a 35% Y-o-Y growth rate, scaling them into a 100-employee company.
The following are the best Pipeline CRM features for small businesses:
See the full list of features here.
Explore all of our powerful CRM features.
