CRM for Professional Services​
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 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
Manage clients. Win more jobs. Double revenue.
And it’s affordable — licenses cost only $1.10 per person per day.​
Keep track of all your clients and land new leads with Pipeline CRM software.​
- Easy adoption​
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.
- Seamless collaboration​
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.
- Improve relationships​
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.”
Manage contracts and warm new leads — all in one place.​
- Customize the details​
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.
- Forecast sales​
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.
- Documents and notes​
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 to be your assistant.
- Email integration​
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.
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Explore all of our powerful CRM features.
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Digital Marketing Industry
Marketing Industry​
