Outlook
CRM Integration

Cut your data entry in half.

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Keep your Microsoft Outlook email messages, contacts, and calendar events aligned with your PipelineCRM. Automatically share crucial updates with your sales team. Plus, track all communication in one place when you sync contacts, emails, and calendars across both platforms.

No credit card required.

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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
Trusted by 18,000+ users around the world
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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.

Custom Fields

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.

Easy Integrations

From Gmail to QuickBooks, Pipeline CRM offers popular integrations with email providers, marketing, and sales software

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 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.

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.

User Permissions

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

Mobile App

Pipeline CRM mobile CRM for iOS and Android helps you stay on top of your sales while you’re out doing your job.

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Loss Tracking Technology

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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.

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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.
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20/20
Hindsight

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.

Email Performance Tracking & Templates

Don't let another deal fall through the cracks.

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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.

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Integrations

Easy
Integrations

Tools You Already Know How to Use

We’ve built sales enablement tools for 15 years and listened to our customers every step of the way. The result is easy to use, customizable, and fluff-free.

Seamlessly integrate or migrate.

Onboarding Services
& Data Migration

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

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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.
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Customer stories

What Our Valued
Customers Are Saying

Jeff Vaughn

Jeff Vaughn,
Vice President of Sales at Trailer Bridge

“Our sales process is so streamlined that we increased productivity 100%

Customer stories

What Our Valued
Customers Are Saying

marco-kristen

Marco Kristen,
Marketing Director at TENMAT

“Our sales went up 30% with the same amount of people and resources”

Customer stories

What Our Valued
Customers Are Saying

kim-hicks

Kim Hicks,
Sales Administrator at Cornerstone Flooring

“With Pipeline, we’re closing deals much faster and communicating better.”
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