Track all your email messages, opens, clicks, and downloads automatically as activities in your account.
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.
From Gmail to QuickBooks, Pipeline CRM offers popular integrations with email providers, marketing, and sales software
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.
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.
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.
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.
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.
Limited Seats Available
Thu, Jun 15, 2023 08:00 AM PST
All trainings will be recorded and shared after each session.