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
"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." - Suzanne Croisdale
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 efficiently Does Pipeline CRM manage your Engagement Management?
How does Pipeline CRM facilitate Lead Tracking?
How does Pipeline CRM facilitate Communication Management?
What Are the key features of Pipeline CRM for Contact List Management?
What benefits does Pipeline CRM offer for Deal Management?
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 |
|---|---|
|
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 |
|
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 |
|
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 |
|---|---|
|
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 |
|
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 |
|
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
CASE STUDY WLS Companies
CASE STUDY SunX Solar
CASE STUDY TENMAT
CASE STUDY Vermeer Southeast
CASE STUDY MGECOM
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
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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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
PipelineDeals, LLC Profile
HQ Location
1008 Western Ave, Seattle, WA 98104
Employees
11-50
Social
Financials
SERIES A
