CRM for Professional Services

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.

Get up and running fast, within 48 hours. Pipeline CRM software is easy to use and install.
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.

professional services customer profile

Our platform is intuitive and easy to use by every member of your team. Be up and running in 48 hours, and start improving your customer relationships right away. Watch a live demo to get started, or you can opt for complete onboarding assistance. And you’re never alone with our amazing customer support.

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

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.

Craig Wishner, Wire Stone Digital Marketing

Manage contracts and warm new leads — all in one place.

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 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.

industry mobile crm copy

Ready to win more bids? You don't have to take our word for it.

wire stone 100

Digital Marketing Industry

Wire Stone takes their daily activity up a notch by taking full advantage of Pipeline CRM.

mgecom 100

Marketing Industry

MGECOM relies on Pipeline CRM to tell their salespeople what they need to do and when they need to do it.

8th light 100

Software Industry

Pipeline CRM has helped 8th Light manage their growth by making it easy to see what needs to be prioritized and run monthly reports for board meetings.

Ready To Put Some Wins On The Board?

Easy to get started with no setup or hidden costs, and no engineering resources required.

No credit card required.

Onboarding Bootcamp

Free Workshop
Limited Seats Available

  • 00Days
  • 00Hours
  • 00Minutes
  • 00Seconds

Thu, Sep 15th, 2022 08:00 AM PST

All trainings will be recorded and shared after each session.

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