Pipeline CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Name: Pipeline CRM
Brand: Pipeline CRM
Rating: 4.38 (6848 reviews)

4.38 5

★ ★ ★ ★ ★ ☆ ☆ ☆ ☆ ☆

(6848)

Sales Pipeline Enablement Platform

Pipeline CRM Overview

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

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

See all use cases See less use cases

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

See all business priorities See less business priorities

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

"Last year, we welcomed around 200 new customers each month. Pipeline CRM has been essential to managing this rapid growth efficiently and keeping the customers we get. We've experienced a 25-30% increase in productivity since we started using the pl...atform." - Blake Stoudt

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.

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 enhance your Engagement Management process?

The platform facilitates tracking of deals and projects, enabling the creation of customized reports for follow-up and historical record-keeping. The system allows users to create notes on client interactions, set reminders for follow-up, and manage deals with ease. The platform is limited by its inability to provide automated reminders for follow-up dates.

"...I love the fact that PLD is cloud based, and that I can talk to a real person and get a quick response/follow up by email right away...." Peer review by Greg H., SE Regional Sales Representative, Marketing and Advertising

Read Reviews

How can Pipeline CRM optimize your Lead Tracking Workflow?

Pipeline CRM enables efficient tracking of sales leads and the sales pipeline, providing insights into customer progression through various stages. It offers comprehensive tracking of deals, leads, and relevant data, allowing for detailed analysis and reporting. The system’s limitations lie in aspects of deal handling, such as merging deals and invoice tracking.

"...Pipeline Deals is an excellent CRM tool to track our sales leads and opportunities...." Peer review by Keith H, Director of Engineering Services

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How does Pipeline CRM address your Communication Management Challenges?

Pipeline CRM provides robust communication management features, including email tracking, mass emailing, and call tracking. These features facilitate effective communication with clients and efficient team collaboration. However, the system currently lacks the ability to track communication with multiple recipients in a single email.

"...It tracks all of our emails that we send out and adds them as contacts to the database...." Peer review by Jared M, Partner

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What solutions does Pipeline CRM provide for Contact List Management?

Pipeline CRM facilitates the management of contacts, including lead qualification, tracking, and communication. The platform allows users to organize contacts, monitor activities, and track quotes and contact information. The system lacks automatic contact association with existing businesses, requiring manual editing.

"...so we did not loose any history of past deals...." Peer review by Dean K, Member, Professional Training & Coaching

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How can Pipeline CRM enhance your Deal Management process?

Pipeline CRM provides basic deal management features such as contact management, deal status tracking, task management, and reporting. The system integrates with Outlook and Highrise for enhanced functionality. The system lacks the ability to manage deals with detailed product information, pricing, and quotes.

"...The dashboard on the home page and the ease of use with the filters while organizing my deals...." Peer review by Christopher M, account management

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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
Blake Stoudt Digital Media Manager StockPKG	Last year, we welcomed around 200 new customers each month. Pipeline CRM has been essential to managing this rapid growth efficiently and keeping the customers we get. We've experienced a 25-30% increase in productivity since we started using the platform. Testimonial By Blake Stoudt
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
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

CUSTOMERS	TESTIMONIALS
Blake Stoudt Digital Media Manager StockPKG	Last year, we welcomed around 200 new customers each month. Pipeline CRM has been essential to managing this rapid growth efficiently and keeping the customers we get. We've experienced a 25-30% increase in productivity since we started using the platform. Testimonial By Blake Stoudt
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
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

Case Studies

COMPANY	INDUSTRY	CASE STUDIES
PremCom Management Consulting	Management Consulting	Case Study PremCom How PremCom Utilizes Pipeline CRM Onboarding Services to Gain 100% Sales Pipeline Visibility Within Weeks Read More
WLS Companies Manufacturing	Manufacturing	Case Study WLS Companies How WLS Companies Boosts Revenue And Productivity With Pipeline CRM Read More
WLS Companies Manufacturing	Manufacturing	Case Study WLS Companies How WLS Companies Boosts Revenue And Productivity With Pipeline CRM Read More

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?

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.

Peers used Pipeline CRM for engagement management and lead tracking

Pipeline CRM Competitors

More Pipeline CRM Alternatives...

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

Pipeline CRM 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.

27/11/2024 - source

Pipeline CRM Feeds

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?Â 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

25/05/2024 - source

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

22/04/2024 - source

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

19/04/2024 - source

Pipeline CRM Profile

Company Name

Pipeline CRM

Company Website

https://pipelinecrm.com/

Year Founded

2006

HQ Location

1008 Western Ave, Seattle, WA 98104

Employees

11-50

Social

Financials

SERIES A

Pipeline CRM: Use-Cases, Insights and Reviews | 2025 Cuspera

Sales Pipeline Enablement Platform

Failure Risk for Pipeline CRM ?

Pipeline CRM Overview

Use Cases

Business Priorities

Pipeline CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Popular Business Setting

Top Industries

Popular in

Comprehensive Insights on Pipeline CRM Use Cases

How can Pipeline CRM enhance your Engagement Management process?

How can Pipeline CRM optimize your Lead Tracking Workflow?

How does Pipeline CRM address your Communication Management Challenges?

What solutions does Pipeline CRM provide for Contact List Management?

How can Pipeline CRM enhance your Deal Management process?

72+ more Business Use Cases

Customer Testimonials

Case Studies

Case Study PremCom

Case Study WLS Companies

Case Study WLS Companies

Video

Pipeline CRM Integrates with QuickBooks Two Way Sync

Frequently Asked Questions(FAQ)

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?

Peers used Pipeline CRM for engagement management and lead tracking

Pipeline CRM Competitors

Pipeline CRM Features

Software Failure Risk Guidance

Pipeline CRM News

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

Pipeline CRM Feeds

Lead Generation Tools for Marketing Agencies

Reasons to Use Pipeline and QuickBooks CRM Integration for Accounting Automation

Pipeline CRM Integrations for Logistics Companies

Pipeline CRM Profile

Get a personalised risk report for Pipeline CRM

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