Stay organized by storing data for each of your clients all in one place. Improve customer relationships and streamline your sales process with Pipeline CRM customer relationship management (CRM) software. Whether you need a CRM for your accounting firm or are a financial advisor looking for an intuitive CRM solution, Pipeline CRM has a customizable solution to meet your needs.
No credit card required.
Professional Services CRM
Get up and running fast, within 48 hours. Pipeline CRM software for professional services is easy to use and install.
And it’s affordable — licenses cost only $1.10 per person per day.
Get Pipeline CRM up and running within 48 hours. It’s simple and intuitive enough for everyone on your team. You can watch a live demo, and get complete onboarding help, followed by our unbeatable customer support. With Pipeline CRM you’re never on your own.
Whether your team has two members or 2,000, with Pipeline CRM, you can keep track of every client and every sale. Every time a contact is updated, team members associated with that contact receive an alert, so you’re always connected and on the same page.
Spend more time on building your relationships and less time on admin. Keep track of leads, customers, and contractors. Save contact details, set communication reminders, and manage your relationships effortlessly.
Craig Wishner,
Wire Stone Digital Marketing
“Pipeline CRM gives me what I need to be successful in my journey when starting out my day… it really just gets things at my fingertips and makes my life a lot easier.”
Pipeline CRM is as simple or custom as you need it. You can rename each bid stage or metric to reflect your company’s language. Or set up recurring campaigns, include foreign currency, add your company logo, and more.
When you have better insight into your progress, you can make better business decisions. Map, record, and see every stage of the bid as it progresses through your sales cycle. Monitor where all your bids are so you can identify priorities and future opportunities.
Upload important documents and attach notes to your contacts, such as job titles, driving directions, and any unique attributes. Instead of making mistakes or relying on your memory for accurate numbers, trust Pipeline CRM for professional services to be your assistant.
Sync your Microsoft Outlook or Gmail account with Pipeline CRM, so you can keep important messages in the same place you track bids, contracts, and client information.
Explore all of our powerful CRM features.
work better
CRM software can help professional services to generate quality leads while building trustworthy relationships with current clients.
Acquiring new leads is the most critical and challenging task in professional service industries. With seamless email integration and automation, salespeople can easily set up bulk or drip email campaigns directly from a CRM tool—allowing them to gain and nurture leads in one place.
Additionally, businesses can leverage the detailed information added to leads to create personalized emails and business proposals. In turn, prospects will feel more appreciated and interested in making buying decisions.
No matter what professional services you’re running (consulting, advertising, or financial services), Pipeline CRM helps you turn one-time buyers into repeat ones.
Our intelligent lead management system ensures every lead in your pipelines is monitored and cared for. Easily differentiate which leads are at high risk and which will bring the most profits by filtering them or adding tags. Then, see who in your team has the capacity to engage with them and use the detailed information added to the contacts to create irresistible offers. This way, you’ll treat prospects like kings, and in turn, you’ll be granted sweet results.
💡 This advertising agency has used Pipeline CRM for more than ten years, and they never consider switching to another CRM.
Some of the best Pipeline CRM features for professional services include:
See How Pipeline CRM Can Work For You
Want to learn how Pipeline CRM can help your company?
Drop us a line!
sales@pipelinecrm.com
+1 866-702-7303
Pipeline CRM 2023
Site links
Pipeline CRM 2023