product updates

Latest releases

Product Updates

Latest Pipeline CRM updates & enhancements

Pipeline Connect managed integrations: lead sources connected to Pipeline CRM with monitored, active sync status

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

Data enrichment CRM data enrichment, on demand A record with a first name and nothing else is not a lead....

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Lead forms

Lead forms CRM forms that create the lead for you Build a form without touching code, embed it or share...

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Map views and route planning

Maps and routes CRM maps and route planning Put your customers and prospects on a map. See who else is...

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eSign

eSign eSignature built into your CRM Send a contract for signature from the deal it belongs to. Your...

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Challenges

Challenges Sales contests and leaderboards, run from the CRM Set a target, pick the activities that count...

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Email validation

Email validation Email validation, as the address is typed Bad addresses are cheapest to deal with before...

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Kanban view

Kanban view Your sales pipeline as a kanban board Every deal as a card, every stage as a column. Drag...

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Instant Docs

Document generation Generate proposals and invoices from CRM data Build a template once with placeholders...

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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 automation CRM email automation and drip campaigns Set up a sequence once and let it run. Campaigns...

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A Pipeline CRM onboarding plan with kickoff, setup, data import and training steps

Onboarding services

Onboarding services CRM onboarding, setup and team training A customer success manager works with your...

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SuperShare

SuperShare Share deals outside your company Modern deals span more than one company. SuperShare lets...

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A synced email thread logged to a deal in Pipeline CRM, with opens and clicks tracked

Email integration

Email integration CRM email integration for Gmail and Outlook Connect the inbox your team already uses....

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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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Sales reporting

Reporting and forecasting Pipeline reporting and sales forecasting See what the pipeline is actually...

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The Pipeline CRM mobile app with a deal list, business card scanner and nearby contacts

Mobile CRM

Mobile CRM The Pipeline CRM mobile app Everything the desk version does, on the device you actually have...

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Pipeline CRM showing two named pipelines, stage probabilities and custom fields

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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