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
"We're excited to have a high 90% usage rate of Pipeline CRM among new sales reps that join Garland." - Lauren Castagnero
Peer review evidence (same sources as the product rating summary)
"...I can see the potential of full reliance, with client control and follow up...." Peer review by Renee T., Housing Specialist / Broker, Real Estate
"...I am able to track leads throughout this software and create reports...." Peer review by Frank S., Office Assitant, Construction
"...Prevents us from sending multiple emails to the same person within the same day and doing double the work...." Peer review by Erica R, Reservations Coordinator, Hospitality
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.
Pipeline CRM Customer wins, Customer success stories, Case studies
How does Pipeline CRM address your Engagement Management Challenges?
How efficiently Does Pipeline CRM manage your Lead Tracking?
What makes Pipeline CRM ideal for Communication Management?
What Are the key features of Pipeline CRM for Contact List Management?
How does Pipeline CRM address your Deal Management Challenges?
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.
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
We're excited to have a high 90% usage rate of Pipeline CRM among new sales reps that join Garland. Testimonial By Lauren Castagnero |
|
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 |
|
We build meaningful and lasting relationships by consistently delivering high quality projects with clear communication and integrity. Testimonial By Steve Hettema |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Lauren Castagnero CRM Manager The Garland Company |
We're excited to have a high 90% usage rate of Pipeline CRM among new sales reps that join Garland. Testimonial By Lauren Castagnero |
|
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 |
|
Steve Hettema CEO Rainier Custom Homes |
We build meaningful and lasting relationships by consistently delivering high quality projects with clear communication and integrity. Testimonial By Steve Hettema |
Pipeline CRM Integrates with QuickBooks Two Way Sync
Frequently Asked Questions (FAQ)
What buyers ask before choosing 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
Pipeline CRM’s Rebuilt Zapier Integration Triples What You Can Automate
Pipeline CRM has enhanced its Zapier integration, significantly expanding automation capabilities. The update introduces around 20 new triggers, including updates for deals, people, and companies, and supports two-way calendar synchronization. Custom fields are now fully integrated, allowing for more precise automation. Existing Zaps remain unaffected, and the integration now matches or surpasses competitors like HubSpot and Pipedrive in functionality.
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.
PipelineDeals, LLC Profile
HQ Location
1008 Western Ave, Seattle, WA 98104
Employees
11-50
Social
Financials
SERIES A
