Book a demo
Start a trial

solutions

Lead management

Power your lead management with a prospecting CRM designed to track prospects, prioritize follow-ups, and keep your sales process focused from first contact to close.
Book a demo
Start a trial
Trusted by Over 18,000 Users Globally
logo 1
Logo 1 1
logo main 1
sxs logo 1
1 7

Benefits

Key advantages of Pipeline CRM

When you delight your leads from the start, you’re more likely to win the deal. As a prospecting CRM, Pipeline CRM gives you all the information you need to organize and track the progress of each lead.

 

You’ll receive tips and alerts to respond quicker and communicate better. Plus you’ll know when leads are high-risk, and share real-time updates with your team when you win. Organized information, happy leads, and closed deals make for an efficient sales process.

Lead Management dark

lead management crm

Lead management features
to convert more leads

Home tab​
Find everything you need in one place. The ‘home’ tab gives you a daily agenda, and helps you make smarter decisions about who to contact and when. It’ll immediately show you where to focus your day to have the biggest impact with your leads.
Priority lists​​
Take note of and prioritize important items in your sales prospecting pipeline. Common lists include: Leads No One Has Contacted in 7 Days, Deals Expected to Close This Week, or Deals Closing With No Next Task Set. Track and share lists with your team for even more impact.
Custom deals​​
Set up your deals the way that works best for you. Pipeline CRM lets you attach multiple contacts to one deal, customize the names of each deal stage, establish user permissions, and more. Learn more
Lead sources​​
You make better marketing decisions when you understand where your leads are coming from. Tag individual leads by where they came from, or even use our customizable web-to-leads forms to capture their details on your website.
Email integration​
With trackable email you’ll know immediately when your lead opens an email, clicks a link, or downloads an attachment. Get the insight to know how and when to follow up with your hottest leads. 
Lead management​
Get the most out of your sales prospecting tool. Pipeline CRM highlights new leads and provides customizable status tracking to know where each lead is in the sales process. Easily follow each lead to see if they become a customer.

Haittam George Greib,

Prestige Worldwide Logistics

“Since we started using Pipeline CRM, our cold calls and sales have increased significantly! We’re able to monitor our daily calls, deals, and upload documents that our team can access anywhere.”