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
"All the other CRMs were either too complex or they didn't do enough. Just like in the Goldilocks story, Pipeline CRM was just right. " - Brian Coleman
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 ★ |
"...The to-do's scheduling and the options it gives out to the user to specify whether its a plain to-do, a scheduled appointment/meeting, a call or a follow-up call or email or perhaps important notes...." Peer review by Verified Reviewer, Information Technology and Services |
| engaging and following up |
4.79/5 ★ |
"...My sales team is much more clear on the sales process, are following up with clients much better...." Peer review by Dean K, Member, Professional Training & Coaching |
| 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 ★ |
"...Seeing deals, tracking deals, using probabilities to project revenue, scheduling activities and management reporting...." Peer review by Ed R |
| Communication Management with E-Mail and Phone Calls |
4.18/5 ★ |
"...It tracks all of our emails that we send out and adds them as contacts to the database...." Peer review by Jared M, Partner |
| tracking & monitoring communications |
4.73/5 ★ |
"...We can import our lists a lot easier and track our call much better...." Peer review by Christian C. |
| sending & publishing communications |
3.41/5 ★ |
"...I love being able to send out mass emails to hundreds yet personalize it with their individual names...." Peer review by User |
| PEER EXPERIENCES | |
|---|---|
| Engagement Management |
4.80/5 ★ |
"...The to-do's scheduling and the options it gives out to the user to specify whether its a plain to-do, a scheduled appointment/meeting, a call or a follow-up call or email or perhaps important notes...." Peer review by Verified Reviewer, Information Technology and Services |
|
| engaging and following up |
4.80/5 ★ |
| engaging with scheduling & cadence |
4.80/5 ★ |
| Lead Tracking with E-Mail |
4.93/5 ★ |
"...Seeing deals, tracking deals, using probabilities to project revenue, scheduling activities and management reporting...." Peer review by Ed R |
|
| Communication Management with E-Mail and Phone Calls |
4.18/5 ★ |
"...It tracks all of our emails that we send out and adds them as contacts to the database...." Peer review by Jared M, Partner |
|
| 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 |
|---|---|
|
All the other CRMs were either too complex or they didn't do enough. Just like in the Goldilocks story, Pipeline CRM was just right. Testimonial By Brian Coleman |
|
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 |
|
PipelineCRM hit all of our checkmarks, offering everything we need in a CRM. It's customizable. It's affordable for our size company. It was clearly the right fit. Testimonial By Grant Hensarling |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Brian Coleman Manager of Agent Acquisitions GlobalTranz |
All the other CRMs were either too complex or they didn't do enough. Just like in the Goldilocks story, Pipeline CRM was just right. Testimonial By Brian Coleman |
|
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 |
|
Grant Hensarling Database Manager WLS Companies |
PipelineCRM hit all of our checkmarks, offering everything we need in a CRM. It's customizable. It's affordable for our size company. It was clearly the right fit. Testimonial By Grant Hensarling |
Case Studies
| COMPANY | CASE STUDIES |
|---|---|
|
Case Study SunX SolarRead More |
|
|
Case Study Trailer BridgeRead More |
|
Case Study Carolina ThomasRead 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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