Features

Integrations

Integrate Pipeline CRM into your typical workflow and keep using your favorite tools.

Email Sync

Sync your Gmail or Outlook emails with Pipeline CRM. The entire history of your sales communication is in one easy-to-filter place, and fewer deals slip through the cracks.

Onboarding Services

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

Account Customization

Customize CRM toward your unique business needs. Change as much or as little as you like.

Reporting

Track your team’s performance metrics, the types of deals you acquire, their performance across time, or any custom data point you want.

Mobile CRM

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

Automations NEW

Let your sales team focus on their most valuable task - closing deals! Automate everything else, including activity reminders, suggested next steps, etc.

SuperShare

You can securely and efficiently view, share, and collaborate on sales pipeline data with external collaborators outside the company.

Do you need Sales or Support? Get in touch with us at +1 866-702-7303

Solutions

Sales Pipeline Management

Pipeline CRM helps you visualize and understand your sales pipeline in order to grow your business.

Lead Management

Automatically get your leads into Pipeline CRM and set a follow-up communication with your leads. Organized information, happy leads, and closed deals make for an efficient sales process.

Onboarding Services

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

Sales Team Management

Pipeline CRM helps you guide your teams and set meaningful objectives for salespeople. Establish team activity tracking, so you’re always in the know.

Contact Management

Building and nurturing your relationships with existing customers is just as important as getting new leads. Easily keep on top of all your customer relationships with Pipeline CRM.

Customer Care

Real people, based in the US, and all expert daily users of Pipeline. Our support is known for picking up in two rings, no phone trees involved. (edited)

Do you need Sales or Support? Get in touch with us at +1 866-702-7303

Industries

Small Business

Pipeline CRM is the best for small businesses frustrated with overpriced and over-engineered CRM solutions.

Professional Services

Stay organized by storing data for each client in one place. Improve customer relationships and streamline your sales process

Transportation & Logistics

Stay on top of everything – freight, cargo, importing, exporting, shipping, 3PL, and more – all in one place.

Agencies

Our CRM is designed to help teams collaborate in delivering excellent work to customers. Using a suite of powerful tools, we give marketing professionals the ability to reach and engage customers.

Fencing Contractors

Pipeline CRM makes it simple to manage everything about a fencing job, from estimates to happy customers — all in one place.

Plumbing & HVAC

Pipeline CRM makes it simple to manage everything about a job from estimate to happy customer — all in one place.

Construction

See everything about a job in one place, whether you’re in the office, in your car, or on a job site.

Manufacturing

Manufacturing CRM software is the best way to get ahead of your competition and win more jobs.

Flooring Contractors

Pipeline CRM makes it simple to manage everything about a flooring job, from estimates to happy customers — all in one place.

Landscaping Contractors

Start, develop, and grow relationships in your community and see your business prosper for years to come.

Wholesalers and Distributors

Pipeline CRM for wholesale and distribution allows every member of your staff to be on the same page — track conversation histories, deal progress, and communications.

Do you need Sales or Support? Get in touch with us at +1 866-702-7303

Resources

Case Studies

Check out our customers' stories and how Pipeline CRM helped them on the journey to success.

Webinars

Our group webinars will help you get up and running, and you'll learn how to use Pipeline CRM effectively! Save a seat at upcoming webinars!

Affiliates NEW

We happily reward Referral Partners with a 20% commission on the subscription's LIFETIME revenue for each referral that signs up.

Blog

Learn how to write cold emails that deliver results, close deals faster, or automate your sales process so you can focus on revenue-generating tasks.

Featured story

9 CRM Statistics That Matter For Sales Teams

Digital sales are the new normal. Web content, targeted social

Do you need Sales or Support? Get in touch with us at +1 866-702-7303

Sales Pipeline Management

Get on the path to reliable growth.

Imagine a sales process that’s both simplified and more efficient. Pipeline CRM helps you visualize and understand your sales pipeline in order to grow your business. It’s everything a modern sales team needs.

As a salesperson, you’ll have the tools to organize and develop customer relationships. And sales managers will gain unparalleled visibility into each stage of their team’s sales pipeline.

No credit card required.

grow

Easily manage each stage of your pipeline

Multiple Pipelines

Accurately track multiple sales workflows for your different processes, products, and services. Boost productivity as you keep track of every opportunity and manage the post-sale delivery process with ease. Develop plan includes two Pipelines. Grow users have access to five Pipelines.

Morning Coffee Report
& Home tab

Get a head start on each day. Your Morning Coffee Report is a daily email overview of yesterday’s success and the latest numbers to move the needle today. Or get a view of ‘mission critical’ items anytime in the Home tab. View new revenue opportunities, track your salespeople’s performance, and more in one place.

Robust Deal Profile pages

Track each deal’s progress on its own Deal Profile page featuring the right data to help you work smarter. There are 12 standard data fields and options for customization. Grow users unlock Deal Intelligence fields to close deals even faster.

Powerful Reporting

Gain control of your pipeline with advanced visual reporting. Compare the performance of salespeople, predict future deals, determine if your team is on track to hit quota, view patterns of successful deals, and more. Learn more

Real-time status updates

Manage your pipeline on the go. Access Pipeline CRM when you’re in the office, at home, or on the road with our Mobile CRM. Download our iPhone or Android apps to access your sales pipeline from your mobile device or tablet. Learn more

Mobile CRM & App

Action items

Map, record, and see every stage of the sale as it progresses through your sales pipeline. Monitor how many deals are in each stage so that salespeople have the information they need to prioritize their activity and reduce dry spells. Quickly see how deals are progressing and take action!

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.”

Sales Pipeline Management​

Easily manage each stage of your pipeline

Multiple Pipelines​

Morning Coffee Report & Home tab

Robust Deal Profile pages​

Powerful Reporting​

Real-time status updates​

Mobile CRM & App​

Action items​

Features

Solutions

Company

Resources

Sales Pipeline Management

Multiple Pipelines

Morning Coffee Report
& Home tab

Robust Deal Profile pages

Powerful Reporting

Real-time status updates

Mobile CRM & App

Action items