Pipeline CRM Overview

Pipeline CRM enhances sales performance by offering a user-friendly CRM and pipeline management system tailored for sales teams. Designed by salespeople for salespeople, it simplifies the setup process and accelerates deal closure. Its standout features include integrated eSignatures, which reduce costs and save time, and automation capabilities that streamline sales processes. Pipeline CRM supports diverse industry needs, including construction, where it aids in tracking and following up on bids. With award-winning support and a focus on practical solutions, businesses can expect improved sales outcomes and efficient pipeline management.

Use Cases

Customers recommend Engagement Management, Lead Tracking, Communication Management, as the business use cases that they have been most satisfied with while using Pipeline CRM.

Other use cases:

  • Contact List Management
  • Deal Management
  • Lead Management
  • Sales Document Management
  • Collaboration
  • Promotion Management
  • Discount Management
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Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Pipeline CRM.

Other priorities:

  • Enhance Customer Relationships
  • Improve Internal Communications
  • Improve ROI
  • Grow Market Share
  • Improve Stakeholder Relations
  • Scale Best Practices
  • Enter New Markets Internationally Or Locally
  • Launch New Products
  • Improve Navigation
  • Improve Visibility
  • Shorten Ramp Up Time
  • Establish Thought Leadership
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Pipeline CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Pipeline CRM works with different mediums / channels such as E-Mail. and Phone Calls.

Pipeline CRM's features include Personalization, Recording, Dashboard, etc. and Pipeline CRM support capabilities include Chat Support, Email Support, Phone Support, etc. also Pipeline CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"The clients that I introduced Pipeline CRM to over the years are still using it today and they absolutely love it. That's a great testimony to the product. It keeps getting better." - Michael Lang

Pipeline CRM, Less Annoying CRM, Teamgate CRM, monday sales CRM, ClickUp, 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.

Pipeline CRM is a fast, easy-to-set-up sales CRM software and pipeline management system with awesome features. A free trial is available.

Popular Business Setting

for Pipeline CRM

Top Industries

  • Transportation/Trucking/Railroad
  • Construction
  • Management Consulting

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Pipeline CRM is popular in Transportation/Trucking/Railroad, Construction, and Management Consulting and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on Pipeline CRM Use Cases

How can Pipeline CRM optimize your Engagement Management Workflow?

What solutions does Pipeline CRM provide for Lead Tracking?

What benefits does Pipeline CRM offer for Communication Management?

Why is Pipeline CRM the best choice for Contact List Management?

How can Pipeline CRM enhance your Deal Management process?

72+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Pipeline CRM testimonial

Michael Lang

CEO

SG Partners
The clients that I introduced Pipeline CRM to over the years are still using it today and they absolutely love it. That's a great testimony to the product. It keeps getting better. Testimonial By Michael Lang
Pipeline CRM testimonial

Tammy Mette

Accounting Manager

VRS Trucking
Our line of work can get complex but Pipeline CRM keeps everyone organized. Testimonial By Tammy Mette
Pipeline CRM testimonial

Jeff Vaughn

Vice President of Sales

Trailer Bridge
Our usage of Pipeline CRM has been curving up dramatically because we are growing. The larger we get, the more we need it. We call it 'living in Pipeline CRM. Testimonial By Jeff Vaughn
CUSTOMERS TESTIMONIALS
Pipeline CRM testimonial

Michael Lang

CEO

SG Partners
The clients that I introduced Pipeline CRM to over the years are still using it today and they absolutely love it. That's a great testimony to the product. It keeps getting better. Testimonial By Michael Lang
Pipeline CRM testimonial

Tammy Mette

Accounting Manager

VRS Trucking
Our line of work can get complex but Pipeline CRM keeps everyone organized. Testimonial By Tammy Mette
Pipeline CRM testimonial

Jeff Vaughn

Vice President of Sales

Trailer Bridge
Our usage of Pipeline CRM has been curving up dramatically because we are growing. The larger we get, the more we need it. We call it 'living in Pipeline CRM. Testimonial By Jeff Vaughn

Case Studies

Manufacturing

CASE STUDY Vermeer Southeast

Pipeline CRM helped Vermeer Southeast unify customer data across all locations. Before, each site managed its own database and sometimes lost years of customer information. With Pipeline CRM, manager...s now see real-time activities and sales teams enter data easily from their phones. The IT Director spends much less time fixing CRM issues. Vermeer Southeast now closes deals faster and keeps better customer relationships.

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Manufacturing

CASE STUDY WLS Companies

Pipeline CRM helped WLS Companies manage business growth in the lighting industry. WLS Companies needed a scalable CRM with strong reporting features. After switching from Act! CRM to Pipeline CRM, t...hey expanded their team by 30%. The company saw a 100% increase in efficiency. Pipeline CRM made it easier to track deals and improve sales training. WLS Companies is now set to reach higher profit goals.

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Manufacturing

CASE STUDY TENMAT

Pipeline CRM helped TENMAT, a manufacturer of advanced materials, boost sales by 30%. The company also saw a 20% increase in conversion rates. TENMAT needed a CRM that was easy to use and fit their s...ales process. Pipeline CRM was quick to implement and simple for the sales team to learn. The sales team became more efficient without adding more staff.

Read more →
Consumer Services

CASE STUDY SunX Solar

Pipeline CRM helped SunX Solar move from paper and spreadsheets to a digital sales process. The team now uses tablets and Pipeline CRM to track sales and service, making work easier. SunX Solar saved... over $20,000 a year by switching from direct mail to email campaigns with Pipeline CRM. The company doubled its revenue after using Pipeline CRM. Sales staff can now follow up quickly with customers, helping close more deals.

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Marketing and Advertising

CASE STUDY MGECOM

Pipeline CRM helped MGECOM grow from a small startup to a leading affiliate program management agency. MGECOM used Pipeline CRM to track hundreds of sales prospects and manage complex sales processes.... The platform supported the company through office moves and a shift to remote work. MGECOM found Pipeline CRM easy to use, scalable, and affordable. The CEO says new team members can learn the system in a day. MGECOM has used Pipeline CRM for over 10 years without considering a switch.

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Manufacturing

CASE STUDY MaxSold

Pipeline CRM helped MaxSold grow their business by up to 100 percent. MaxSold switched from other CRMs because Pipeline CRM was easy to use and affordable. The company increased their conversion rate... from 10-14% to up to 30%. They improved speed to close by 36%. MaxSold scaled from 15 to 80 leads per day without issues. Pipeline CRM made it easy for their team to manage leads and work together across locations.

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Video

Pipeline CRM Integrates with QuickBooks Two Way Sync

Video Thumbnail

Frequently Asked Questions(FAQ)

for Pipeline CRM

What is Pipeline CRM?

Pipeline CRM is a sales pipeline enablement CRM platform designed for sales teams to help enhance and boost sales.

The primary solutions offered by the platform include Sales pipeline management, lead management, contact management and sales team management. All these solutions feature customization, workflow automation, sales pipeline app, metrics / KPIs reporting, email and SuperShare. The tool also offers Pipeline CRM integration with platforms like Microsoft Outlook, Google Sheets, Excel, Gmail, Mailchimp, etc.

The platform tracks every deal and shares the account lists with the employees to help them achieve their targets. Also, it gives full visibility on customer accounts both pre- and post-sales so that the team can manage key deliverables, milestones, project details, and deadlines.

What is Pipeline CRM used for?

Pipeline CRM is a CRM Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Engagement Management, Lead Tracking and Communication Management .

What are the top features of Pipeline CRM?

Personalization, Recording and Dashboard are some of the top features of Pipeline CRM.

Who uses Pipeline CRM?

Pipeline CRM is used by Transportation/Trucking/Railroad, Construction and Management Consulting among other industries.

What are Pipeline CRM alternatives?

Less Annoying CRM, Teamgate CRM, Monday Sales CRM and ClickUp are popular alternatives for Pipeline CRM.

Where is Pipeline CRM located?

Pipeline CRM is headquartered at 1008 Western Ave, Seattle, WA 98104.
lightning

Peers used Pipeline CRM for engagement management and lead tracking

Pipeline CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.25/5 ★

Read Reviews (5)
Analytics

3.86/5 ★

Read Reviews (80)
Custom Reports

3.46/5 ★

Read Reviews (887)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.25/5 ★

Read Reviews (5)
Analytics

3.86/5 ★

Read Reviews (80)
Custom Reports

3.46/5 ★

Read Reviews (887)

Software Failure Risk Guidance

?

for Pipeline CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Pipeline CRM

PipelineDeals, LLC News

Customer

5 Route Planning and Optimization Software for Sales Teams to Close More Deals

XpressConnect uses Pipeline CRM to personalize outreach to 70,000 contacts, highlighting features like sales automation, email tools, and integrations for industries like construction and real estate.

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Lead Generation Tools for Marketing Agencies

It’s the industry’s dirty secret. The biggest problem marketing agencies face is the same problem they’re trying to solve for clients. Can you guess what it is?   It’s marketing. Agencies filled with exceptional marketers are struggling to generate leads for their own businesses.   If your marketing agencies also experience the same problems, stick… Continue reading Lead Generation Tools for Marketing Agencies

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Reasons to Use Pipeline and QuickBooks CRM Integration for Accounting Automation

Does invoice management steal time from closing deals? You’re not alone. A whopping two-thirds of businesses spend more than five days a month just on invoicing! This inefficiency can lead to a domino effect of problems, including delayed responses, cash flow problems, and unhappy customers.   Stop getting drowned in accounting work and focus on… Continue reading Reasons to Use Pipeline and QuickBooks CRM Integration for Accounting Automation

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Pipeline CRM Integrations for Logistics Companies

As a logistics company, your business needs software to run. Without stating the obvious, you need a mix of software tools like CRM for logistics to manage your company well. All these tools need to work together. Because if not, the consequences are steep and expensive. This includes declining rates of productivity and poor CRM… Continue reading Pipeline CRM Integrations for Logistics Companies

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PipelineDeals, LLC Profile

Company Name

PipelineDeals, LLC

Company Website

https://pipelinecrm.com/

Year Founded

2006

HQ Location

1008 Western Ave, Seattle, WA 98104

Employees

11-50

Social

Facebook Linkedin Twitter

Financials

SERIES A