Affordable CRM
for small business

Pipeline CRM helps you spend more time closing deals. And less time trying to. Quick setup and easy to use!

Trusted by Over 18,000 Users Globally

Benefits

Top features to help you
automate your sales process

Kanban boards

Kanban boards are excellent visual tools that can facilitate decision-making to close more deals, faster.

Custom fields

Prioritize key customer details by creating up to 25 custom fields for each deal page.

Email campaigns & tracking

Track all your email messages, opens, clicks, and downloads automatically as activities in your account.

Sales forecasting

When you understand past trends, you’ll be able to confidently forecast the salespeople on track to hit quota.

Track commissions

Automate sales commissions to reduce cost and increase transparency for remote sales teams.

Custom deal stages

Choose default titles (Qualified Lead, Proposal, Contract, Signed) or customize them for your team.

Unlimited files storage

Enjoy unlimited data storage for all documents, images, and records with no extra charges.

User permissions

Assign permissions for your team members to set what they can see and do within the application.

Support & setup assistance

Our customer success team offers personalized training and guidance to ensure a successful CRM implementation.

customers love our

Award winning support

97.6%

Satisfaction rate

1m

Chat answer

45m

First email response time

5h

Email resolution time

a platform you can trust

Designed to help you sale

You’re in good company

Pipeline CRM named “Highest User Adoption” for enterprise and SMBs by G2 with award-winning customer service. We’ve perfected a solution that turns prospects into lasting relationships—making your path to success easier than ever.

Security you can trust

We use industry best practices to establish and maintain a secure online experience.

Easy Integrations

Continue using the apps you love

grow

Top features to help sales teams
automate sales processes

Our sales CRM allows your team to focus on their most valuable tasks.

Kanban view

Kanban presenting key information visually, enabling faster deal closures.

Automate sales & marketing emails

Our sales CRM allows your team to focus on their most valuable tasks.

Automations

Our sales CRM allows your team to focus on their most valuable tasks.

Full customization power

Customize as much or as little as you need – it’s all about supporting your unique way of selling.

Mobile app

Our sales CRM allows your team to focus on their most valuable tasks.

Loss Tracking Technology

Which deals are headed for the danger zone?

Get x-ray insights into why deals are going cold and at which stage with our Deal Intelligence fields. This powerful, customizable coaching tool flags the clogs and leaks so your team can rescue the deal BEFORE it’s too late. Like the bat signal —but more profitable.

Smart
Agenda

Cut back on time sucking admin + related guesswork.

Smart agenda intuitively builds a to-do list WHILE you go about your day. The result: A reliable lineup of only needle-moving sales activities waiting for you. Every. Single. Day. So you can do what you do best… admin sell.

Email Performance Tracking & Templates

Don't let another deal fall through the cracks.

Track open and click rates to gain insights on which emails yield the best results. Then turn them into shareable, plug-and-play templates and watch your marketing ROI soar.

Onboarding Services
& Data Migration

Our Customer Success team offers personalized training and guidance to ensure a successful CRM implementation.

A Pipeline CRM Customer Success team manager works directly with your team to develop a tailored plan suited to your business goals. Our process is proven to provide faster onboarding and improved adoption.

Does the thought of switching CRMs
seem daunting?

It doesn’t have to be. We offer additional Jumpstart Services to get you started.

step 1

Kickoff call

Tell us about your
business needs.

step 2

Custom buildout

We’ll do a custom build out and transfer your existing data.

step 3

Employee training

We’ll even train your team and answer every single question.

Affordable CRM for small business

Top features to help you automate your sales process

Award winning support

97.6%

1m

45m

5h

Designed to help you sale

You’re in good company

Security you can trust

Continue using the apps you love

Top features to help sales teams automate sales processes

Kanban view

Automate sales & marketing emails

Automations

Full customization power

Mobile app

Loss Tracking Technology

Which deals are headed for the danger zone?

Smart Agenda

Cut back on time sucking admin + related guesswork.

Email Performance Tracking & Templates

Don't let another deal fall through the cracks.

Onboarding Services & Data Migration

Our Customer Success team offers personalized training and guidance to ensure a successful CRM implementation.

Does the thought of switching CRMs seem daunting?

© Pipeline CRM 2025

Affordable CRM
for small business

Top features to help you
automate your sales process

Top features to help sales teams
automate sales processes

Smart
Agenda

Onboarding Services
& Data Migration

Does the thought of switching CRMs
seem daunting?