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.

  • Easy Integrations

    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.

  • 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.

  • 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.

  • 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.

  • 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.

Onboarding Bootcamp

Free Workshop
Limited Seats Available

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Thu, Aug 4th, 2022 08:00 AM PST

All trainings will be recorded and shared after each session.

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