QUICK TO SET UP CRM
CRM IMPLEMENTATION
Moving to a new CRM can be stressful. Lost data, complicated processes, and lengthy rollouts can stall CRM adoption and sales momentum. Pipeline CRM removes these barriers, making CRM migration frictionless for everyone.
FREE CRM DATA TRANSFER
Move your existing sales data with Pipeline CRM’s data migration service at no cost. Ready within three days.
CRM data review
Whether you’re starting with a free trial or joining Pipeline CRM directly, we can help migrate your customer and sales information for free.
Customized CRM data migration
We ensure accurate CRM data transfer by creating a tailored data import process and custom fields.
Ready to use in days
Your sales data will be fully set up and ready to use in your Pipeline CRM account within three business days.
“All the other CRMs were either too complex or they didn’t do enough. Just like in the Goldilocks
story, Pipeline CRM was just right.”
Brian Coleman, Manager of Agent Acquisitions, GlobalTranz
PERSONALIZED CRM ONBOARDING
Need extra hands to accelerate the CRM deployment process or to train your sales teams? You can opt for Pipeline CRM’s onboarding package.
Set up your CRM at your own pace with our self-serve onboarding tools. Follow short, easy-to-grasp videos and step-by-step guides to get started fast. And if you ever need a hand, our customer care team is just a message away.
Personalized setup sessions where the Pipeline CRM team helps you map your current workflows, investigate data, give extensive training, and more.
STEP-BY-STEP ONBOARDING
Every business sells differently. That’s why our Getting Started Guides are tailored to industries. Whether you’re tracking bids in construction, nurturing clients in finance, or following long deal cycles in manufacturing, we’ll set you up with a pipeline that fits the way you sell.
Step 1
1 . Choose your industry
Select from Construction, Manufacturing, Transportation and Logistics, Financial Services, or others to get a start-up guide tailored to your business.
Step 2
2 . Customize your sales pipelines
Set up activity categories, deal stages, and custom field groups to fit your workflow.
Step 3
3. Set up sales automations
Reduce manual work with simple automations that keep your sales process moving, including automatically assigning deals to reps and creating follow-up reminders. Learn more about Pipeline CRM sales automations.
Step 4
4. Get expert customer service guidance
Our Customer Service team is available to help if you hit a snag or need additional support.
If you’re looking for a CRM that is easy to use and fast to adopt, Pipeline CRM is your answer.
Get started for free today.
Find the answer to your question here. If you don’t see it, please feel free to contact us.
Setting up Pipeline CRM typically takes just a few days. We start with a free migration of your sales data, help you customize your account and sales pipelines, and offer optional onboarding services for targeted training to get your team fully up to speed quickly.
Yes. Pipeline CRM provides free, accurate data migration. Our Data Specialists assess your sales dataset, guide the transfer process, and ensure your information is ready to use in three days or less.
Yes. Our tailored CRM onboarding service starts with a kickoff call to review your sales workflows. Then, it is followed by a customized training plan, one-on-one training, data analysis, and custom automation templates—ensuring smooth adoption. Get more details on our CRM onboarding training package.
