Cut your data entry in half

Gmail CRM integration

Google Apps
The Pipeline CRM fully integrates with G Suite/Google Workspace. Sync your Google ContactsGmail, and Google Calendar with leads, deals, and tasks in your pipeline. There’s no need to update details in two different apps – update once, update everywhere.
Google Apps
Pipeline CRM is a leader in Sales Analytics on G2
Pipeline CRM is a leader in Small-Business Sales Analytics on G2
Pipeline CRM is a leader in Enterprise CRM on G2
Users love Pipeline CRM on G2
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The ultimate email powerhouse:
AI, automation, and CRM integration

Automate sales & marketing emails

Finally, email marketing that’s effortless! Save time by automating sales and marketing efforts with Email Sync and Email Drip Campaigns. Polish and refine your campaigns with insights from in-app Email Reporting.
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AI Email Assistant

We’re so excited to introduce Pipeline’s AI Email Assistant, powered by OpenAI, the technology behind ChatGPT. Now, you’re one click away from better emails instantly!
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Email Sync

Pipeline CRM syncs with your sales emails. Send, receive, and track your emails in the same place you track your pipeline: with Pipeline CRM email sync. This way, there’s no more switching back and forth or spending hours looking for important emails.

 

Email sync streamlines your workflow. The full history of your sales communication is in one easy-to-filter place, and less deals slip through the cracks as a result. Pipeline CRM email sync feature integrates with cloud-based email applications like Gmail and Outlook.

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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.
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Security you can trust

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

Continue using the apps you love

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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.

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Automate sales & marketing emails

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

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

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

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

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.