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.
Say Goodbye to Manual Reporting!
Pipeline has allowed us to track our business, from initial prospecting to closed deals and beyond. With ease of customizing views and filtering data, our leadership has the insights they need to make smart decisions.
Mark N, Director of Sales
We’re Hitting our Targets!
I like the flexibility and customization. The ability to be nimble and implement features that benefit my sales team quickly — and even in real time — is impressive. We’re better with Pipeline, and we hit our goals as a result!
Dale K., Vice President
I Chose Pipeline Over Salesforce.
It took me only 2 days to fully set up a custom sales tool that meets our specific needs to manage our sales pipeline, and I’m not technical. Salesforce told me I’d need a consultant and 4 weeks to get this done.
David O., Vice President
What our valued customers are saying
Marketing Director at TENMAT
Our sales went up 30% with the same amount of people and resources.
Sales Administrator at Cornerstone Flooring
With Pipeline, we're closing deals much faster and communicating better.
Vice President of Sales at Trailer Bridge
Our sales process is so streamlined that we increased productivity 100%.
Ready To Put Some Wins On The Board?
Easy to get started with no setup or hidden costs, and no engineering resources required.