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product updates
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Latest Pipeline CRM updates & enhancements
Managed CRM Integration Service
PIPELINE CONNECT Managed CRM Integration Service Stop juggling tools. We handle the wiring. Pipeline...
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Project Management
From Closed-Won to Delivered. Native project management inside Pipeline CRM. Projects, milestones, tasks,...
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Data Enrichment
Premium add-on On-Demand Data Enrichment Stop working with incomplete contact records....
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Lead Forms
lead generation Convert more with Lead Forms Create high-converting lead forms in...
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Map Views & Route Planning
Field Sales Map Views & Route Planning Picture this: Your next client meeting...
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eSign
CONTRACT MANAGEMENT Never chase signatures again with eSign Stop wondering. Start...
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Challenges
fun challenges Ignite results with Challenges Welcome to Challenges, where closing...
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Email Validation
Premium add-on Real-time Email Validation Ensure your messages reach real inboxes,...
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Kanban
Kanban Boost sales with Kanban view 90% of information transmitted to the brain...
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Instant Docs
Productivity Save time with Instant Docs! Instant Docs is a flexible tool that generates...
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AI Email Assistant
email tools AI Email Assistant We’re so excited to introduce Pipeline’s AI Email...
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Automated Email Campaigns
email tools Automate sales & marketing emails Finally, email marketing that’s...
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Supershare
SuperShare Simple. Secure. Sharing. Empowering you to easily share important data...
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Sales Automation Software: Trigger-Action Workflows & Templates | Pipeline CRM
Features SalesAutomation Stop doing the same tasks over and over. Pipeline CRM automates lead routing,...
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Reporting
Sales Tracking & Reporting Sales tracking & reporting https://www.youtube.com/watch?v=DZqfpZhSxy4Work...
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Customizable Sales Pipeline Stages | Pipeline CRM
Customization Customize sales pipeline stages to match how your team sells Your pipeline, your stages,...
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