Pipeline CRM Overview
This is a summary of the comprehensive capabilities and benefits of Pipeline CRM based on over 6848 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Pipeline CRM, Freshsales, Copper, Insightly CRM, Pipedrive, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Pipeline CRM is right for your needs? Our Cuspera AI engine can evaluate how Pipeline CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
Pipeline CRM supports business activities such as:
- Engagement Management
- Lead Tracking
- Communication Management
- Contact List Management
- Deal Management
Pipeline CRM can help you with many business goals, such as Increase Sales & Revenue, Acquire Customers, Enhance Customer Relationships, Improve Internal Communications, Improve ROI, etc. It can help manage these activities if you use E-Mail and Phone Calls for these needs. As a solution, Pipeline CRM's capabilities include Personalization, Recording, Dashboard, etc.
Pipeline CRM was founded in 2006. Transportation/Trucking/Railroad Vertical is its biggest customer base.
Reviews
"We went from an average of 10-14 percent conversion rates, to up to 30 percent. We have almost tripled conversion rates with Pipeline CRM. " - Sushee Perumal
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well Pipeline CRM solved their CRM needs. Cuspera uses 6848 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Increase Sales & Revenue and Acquire Customers are the most popular business priorities peers achieved using Pipeline CRM.
Use Cases
Peers recommend Engagement Management , Lead Tracking , Communication Management , as the business use cases that they have been most satisfied while using Pipeline CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Engagement Management |
4.80/5 ★ |
"...By PipelineDeals making engagement simple through a simple interface, no doubt increases usage...." Peer review by Muazam S., Publishing |
| engaging and following up |
4.79/5 ★ |
"...We can schedule our follow ups and add activities in the activities tab every time an interaction takes place...." Peer review by Farhan Q., Product Operations Manager, Manufacturing |
| engaging with scheduling & cadence |
3.42/5 ★ |
"...A lot of companies use multiple systems to track email click thru rates and sales step cadences -- we only need one system because it does it all...." Peer review by Executive Sponsor |
| Lead Tracking with E-Mail |
4.93/5 ★ |
"...We wanted something that would serve as a means to capture and track deals, and also serve as a contacts database...." Peer review by Jon H, Director, Inside Sales |
| Communication Management with E-Mail and Phone Calls |
4.18/5 ★ |
"...Pipeline makes it easy to track my relationship with leads, send out mass emails, and stay organized...." Peer review by Natalie S., Realtor, Real Estate |
| tracking & monitoring communications |
4.73/5 ★ |
"...Email tracking, email open rates, templates and deal tracking are also strengths of the platform...." Peer review by Executive Sponsor |
| sending & publishing communications |
3.41/5 ★ |
"...I am able to quickly identify high value deals, publish a range of useful views according to my chosen criteria and get insight into who is actually interacting with my sent content (not limited to content sent on the platform if I may add)...." Peer review by Charlie D O., Regional Sales Manager, Events Services |
| PEER EXPERIENCES | |
|---|---|
| Engagement Management |
4.80/5 ★ |
"...By PipelineDeals making engagement simple through a simple interface, no doubt increases usage...." Peer review by Muazam S., Publishing |
|
| engaging and following up |
4.80/5 ★ |
| engaging with scheduling & cadence |
4.80/5 ★ |
| Lead Tracking with E-Mail |
4.93/5 ★ |
"...We wanted something that would serve as a means to capture and track deals, and also serve as a contacts database...." Peer review by Jon H, Director, Inside Sales |
|
| Communication Management with E-Mail and Phone Calls |
4.18/5 ★ |
"...Pipeline makes it easy to track my relationship with leads, send out mass emails, and stay organized...." Peer review by Natalie S., Realtor, Real Estate |
|
| tracking & monitoring communications |
4.18/5 ★ |
| sending & publishing communications |
4.18/5 ★ |
72+ more Business Use Cases
Our AI advisor, Wyz, harnessed 6848 insights from peers and experts to help you assess how these Pipeline CRM use cases fit your CRM needs.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
We went from an average of 10-14 percent conversion rates, to up to 30 percent. We have almost tripled conversion rates with Pipeline CRM. Testimonial By Sushee Perumal |
|
We've doubled our revenue since we started using Pipeline CRM. It put everyone on the same page and allowed our company to work seamlessly. And that has allowed us to grow as a company. Testimonial By Dan Stifle |
|
I think it doesn't matter what you do in life, just be the absolute best at it. And that's what we aspire to do. Testimonial By Gavin Hepp |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Sushee Perumal CEO MaxSold |
We went from an average of 10-14 percent conversion rates, to up to 30 percent. We have almost tripled conversion rates with Pipeline CRM. Testimonial By Sushee Perumal |
|
Dan Stifle Partner SunX Solar |
We've doubled our revenue since we started using Pipeline CRM. It put everyone on the same page and allowed our company to work seamlessly. And that has allowed us to grow as a company. Testimonial By Dan Stifle |
|
Gavin Hepp Owner Webfoot Painting |
I think it doesn't matter what you do in life, just be the absolute best at it. And that's what we aspire to do. Testimonial By Gavin Hepp |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study WLS CompaniesRead More |
|
Case Study Carolina ThomasRead More |
|
Case Study 8th LightRead More |
Frequently Asked Questions(FAQ)
for Pipeline CRM
What is Pipeline CRM?
What is Pipeline CRM used for?
What are the top features of Pipeline CRM?
Who uses Pipeline CRM?
What are Pipeline CRM alternatives?
Where is Pipeline CRM located?
Popular Business Setting
for Pipeline CRM
Top Industries
- Transportation/Trucking/Railroad
- Construction
- Management Consulting
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used Pipeline CRM to Increase sales & revenue and Acquire customers
Pipeline CRM Alternatives
Peer and Expert Opinion on Features
for Pipeline CRM
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (222) |
| Recording | Read Reviews (107) |
| Dashboard | Read Reviews (94) |
| Templates | Read Reviews (63) |
| Alerts: popups & Notifications | Read Reviews (50) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Personalization | Read Reviews (222) |
| Recording | Read Reviews (107) |
| Dashboard | Read Reviews (94) |
| Templates | Read Reviews (63) |
| Alerts: popups & Notifications | Read Reviews (50) |
IT and Other Capabilities
for Pipeline CRM
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (469) |
| Data Import | Read Reviews (1091) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Export | Read Reviews (469) |
| Data Import | Read Reviews (1091) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Chat Support | Read Reviews (67) |
| Email Support | Read Reviews (65) |
| Phone Support | Read Reviews (74) |
| 24/7 Support | Read Reviews (902) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| Chat Support | Read Reviews (67) |
| Email Support | Read Reviews (65) |
| Phone Support | Read Reviews (74) |
| 24/7 Support | Read Reviews (902) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (80) |
| Custom Reports | Read Reviews (887) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (80) |
| Custom Reports | Read Reviews (887) |
Software Failure Risk Guidance
?for Pipeline CRM
Overall Risk Meter
Top Failure Risks for Pipeline CRM
Vendor Profile Details
HQ Location
1008 Western Ave, Seattle, WA 98104
Employees
11-50
Social
Financials
SERIES A
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