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.
Business Priorities
Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Pipeline CRM.
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
"Our line of work can get complex but Pipeline CRM keeps everyone organized." - Tammy Mette
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
What solutions does Pipeline CRM provide for Engagement Management?
Why is Pipeline CRM the best choice for Lead Tracking?
What Are the key features of Pipeline CRM for Communication Management?
How does Pipeline CRM facilitate Contact List Management?
How can Pipeline CRM optimize your Deal Management Workflow?
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 |
|---|---|
|
Our line of work can get complex but Pipeline CRM keeps everyone organized. Testimonial By Tammy Mette |
|
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 |
|
It's a big project switching to a different CRM. Onboarding Services figured it out, as opposed to me learning it all first and then making a decision. Testimonial By Suzanne Croisdale |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Tammy Mette Accounting Manager VRS Trucking |
Our line of work can get complex but Pipeline CRM keeps everyone organized. Testimonial By Tammy Mette |
|
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 |
|
Suzanne Croisdale VP of Sales PremCom |
It's a big project switching to a different CRM. Onboarding Services figured it out, as opposed to me learning it all first and then making a decision. Testimonial By Suzanne Croisdale |
Case Studies
CASE STUDY MGECOM
CASE STUDY StockPKG
CASE STUDY Bay Area Underpinning
CASE STUDY Carolina Thomas
CASE STUDY PACE
CASE STUDY MaxSold
Video
Pipeline CRM Integrates with QuickBooks Two Way Sync
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?
What are the top features of Pipeline CRM?
Who uses Pipeline CRM?
What are Pipeline CRM alternatives?
Where is Pipeline CRM located?
Peers used Pipeline CRM for engagement management and lead tracking
Pipeline CRM Competitors
Pipeline CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (80) |
| Custom Reports | Read Reviews (887) |
| CAPABILITIES | 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
PipelineDeals, LLC News
Zapier Integrations and Pipeline CRM: 10 Automations That Eliminate Manual Data Entry
Pipeline CRM has integrated with Zapier to automate data entry tasks, enhancing sales productivity. This integration allows sales teams to automate processes such as lead capture, contact syncing, task creation, and meeting scheduling. By eliminating manual data entry, sales reps can focus on selling, leading to increased conversion rates and improved client communication. The integration supports various tools like Google Contacts, Asana, and Trello, demonstrating significant efficiency gains for users.
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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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
PipelineDeals, LLC Profile
HQ Location
1008 Western Ave, Seattle, WA 98104
Employees
11-50
Social
Financials
SERIES A
