Top features to help you automate your sales process
Allow your sales team to focus on their most valuable tasks
Email Campaigns & Tracking
Track all your email messages, opens, clicks, and downloads automatically as activities in your account.
From Gmail to QuickBooks, Pipeline CRM offers popular integrations with email providers, marketing, and sales software
Custom Deal Stages
Choose the default titles for stages: Qualified Lead, Proposal, Contract, and Signed. Or you can customize these deal stage titles to suit your team’s sales language.
Assign permissions for your team members to set what they can see and do within the application.
Pipeline CRM mobile CRM for iOS and Android helps you stay on top of your sales while you’re out doing your job.
Prioritize the customer details that are most important to your business. You can create up to 25 custom fields that will automatically appear on every deal page.
When you understand past trends, you’ll be able to confidently forecast the salespeople on track to hit quota.
Automate sales commissions to reduce cost and increase transparency for remote sales teams.
Unlimited Files Storage
We offer unlimited data storage for growing sales teams without any data caps. Feel free to store all your documents, images, and communication records without additional charges.
US Based Support
Our award-winning U.S.-based support team is here for you. Unlimited Phone, Chat, and Email Support for Everyone.
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.
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.
What stealthy shifts are impacting your
pipeline over time?
Hindsight spotlights a summary of total changes and details each winning move. Track sales progress with lightning speed and steal back your time from all that tedious manual reporting and mind-numbing Excel spreadsheets.
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.