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I’m going to walk you through everything you need to know about this cloud-based powerhouse—from its standout features to real user feedback—so you can decide whether this is the right CRM solution for your sales team. Plus, I’ll show you exactly how to claim your 14-day free trial and lock in that unbeatable discount.

What Is Pipeline CRM?

Pipeline CRM is a sales-focused customer relationship management platform designed by salespeople for salespeople. It exists to streamline end-to-end sales workflows, providing intuitive, no-nonsense tools that help teams track deals, engage prospects, and close contracts faster. Hosted in the cloud, Pipeline CRM works on desktop and mobile, delivering real-time data no matter where your team is working from.

Use cases include:

• Small to mid-size sales teams looking to improve visibility across pipelines
• Companies that need built-in electronic signature and contract management
• Organizations wanting custom deal stages and automated email campaigns
• Enterprises requiring robust analytics and forecasting alongside user-friendly interfaces

Features

Pipeline CRM packs a robust feature set that spans every critical aspect of sales management. Let’s dive into the main capabilities that make it stand out.

Sales Pipeline Management

Pipeline CRM’s pipeline view is a dynamic, drag-and-drop Kanban board that gives you at-a-glance insight into each deal’s stage.

• Custom deal stages: Adapt stages like “Qualified Lead” or “Proposal” to match your workflow.
• Visual indicators: Color-coded progress bars highlight high-value opportunities.
• Pipeline filters: Sort by rep, deal size, or expected close date to focus on top priorities.

Sales Team Management

Collaboration is seamless with real-time team views and permission controls.

• Role-based permissions: Limit access to sensitive data by assigning user roles.
• Activity feeds: See who’s calling, emailing, or updating a deal at any moment.
• Team performance dashboards: Track KPIs like win rate and average deal size.

Lead Management

Keep leads from falling through the cracks with organized contact records and engagement tracking.

• Lead scoring: Automatically prioritize prospects based on custom criteria.
• Contact timelines: View every interaction—calls, emails, and meetings—on a single screen.
• Import tools: Batch-upload contacts from spreadsheets or other CRMs in seconds.

Contract Management

Generate, send, and manage contracts without ever leaving the CRM.

• Native eSign: No more chasing signatures—recipients sign directly within Pipeline CRM.
• Document templates: Save time by preloading frequently used contract formats.
• Status alerts: Get instant notifications when a contract is opened, signed, or declined.

Customizability

Tailor Pipeline CRM to your unique sales process with ease.

• Up to 25 custom fields per deal: Track niche data points crucial to your industry.
• Custom deal stages: Rename and reorder stages to mirror your pipeline.
• Adjustable layout: Choose which sections appear on contact, deal, and company pages.

Bulk Emails

Engage large groups of prospects without juggling multiple tools.

• Personalization tokens: Pull in names, deal values, and other fields automatically.
• Open and click tracking: See which prospects interacted with your message.
• Automated follow-ups: Schedule reminders or next-step emails if there’s no response.

Native eSign

Eliminate the uncertainty around signed agreements.

• Audit trails: Record timestamps for every signature event.
• Secure storage: All signed documents are stored indefinitely at no extra cost.

Automations

Free your team from repetitive tasks, so they can sell more and administrate less.

• Workflow triggers: Automate emails, field updates, and task assignments.
• Lead routing: Instantly assign new leads to the right rep based on territory or deal size.

Easy Integrations

Pipeline CRM plays well with over 500 popular tools via native and third-party connectors.

• Email platforms: Sync with Gmail, Outlook, and more for one unified inbox.
• Marketing automation: Link to Mailchimp, HubSpot, or ActiveCampaign for seamless handoffs.
• Data enrichment: Pull company and contact details automatically to reduce manual entry.

Mobile App

A full-featured iOS and Android app lets salespeople update deals on the go.

• Offline access: Make notes and view pipelines even without an internet connection.
• Push notifications: Get alerts for new leads, deal movements, or incoming messages.

Map Views & Route Planning

Optimize face-to-face meetings by visualizing customer locations on an interactive map.

• Geo-tagged contacts: Pin your accounts and prospects to plan efficient routes.
• Cluster insights: Identify high-density areas for targeted road trips or event outreach.

Challenges

Drive healthy competition among reps by setting up custom sales contests.

• Leaderboard displays: Publish results in the office or on team dashboards.
• Incentive tracking: Define rewards and automatically track progress against goals.

Pricing

Pipeline CRM offers tiered plans to suit various team sizes and requirements. Here’s a breakdown:

• Lite (Now with AI) – US$24/seat/month (billed monthly).
  • Lead, calendar, and pipeline management
  • AI-powered report creation
  • Real-time sales feed
  • 500+ integrations
  • Personalized onboarding
  • Free 14-day trial, no credit card required
• Growth (Now with AI) – US$49/seat/month (billed monthly).
  • Includes everything in Lite
  • Full email sync with tracking
  • Automations and nurturing sequences
  • Subscriptions and forecast reports
  • Meeting scheduler and contacts timeline
  • Live chat support
  • Free 14-day trial, no credit card required
• Premium (MOST POPULAR) (Now with AI) – US$79/seat/month (billed monthly).
  • Everything in Growth
  • Lead generation and routing
  • Custom scoring and company data enrichment
  • AI-powered multi-email tools
  • Contracts and e-signatures
  • Enhanced customization for teams, reports, and data fields
  • Free 14-day trial, no credit card required
• Ultimate (Now with AI) – US$99/seat/month (billed monthly).
  • Everything in Premium
  • Fortified account security with rules and alerts
  • Phone and email data enrichment
  • Maximized usage limits
  • Sandbox testing account
  • Free 14-day trial, no credit card required

Benefits to the User (Value for Money)

If you’re after return on investment, here’s how Pipeline CRM delivers value at every turn:

• Cost-effective scaling:
  No hidden fees or per-document charges. You can add seats as your team grows without breaking the bank.
• Time savings through automation:
  Automate repetitive tasks like email follow-ups and lead assignments, freeing reps to focus on closing deals.
• Higher close rates:
  Visual pipelines and forecasting tools help you identify stalled deals and reallocate resources effectively.
• All-in-one platform:
  From bulk email to built-in eSign, you won’t need multiple subscriptions, driving down total software costs.
• Unlimited storage:
  Store contracts, images, and records at no extra cost—perfect for data-hungry teams.
• Expert onboarding:
  Personalized setup guidance ensures you start fast and maximize your trial.

Ready to experience these benefits firsthand? Check out Pipeline CRM and save up to $120 today.

Customer Support

Pipeline CRM prides itself on responsive, human-centered customer support. Whether you prefer email, live chat, or phone, you’ll find knowledgeable agents ready to assist you. In my experience, email inquiries are usually answered within a couple of hours, and live chat responses come in under five minutes during business hours.

Beyond reactive support, the Pipeline CRM team offers personalized onboarding sessions and setup assistance. If you need one-on-one training to configure custom fields or automation workflows, they’ll schedule a call to guide you step by step. Their mix of self-service resources and hands-on help means you’re never left guessing.

External Reviews and Ratings

On G2, Pipeline CRM holds a solid 4.4-star average, with users praising its intuitive interface and robust automation capabilities. Capterra reviewers highlight the Kanban-style pipelines and native eSign integration as standout features that boost efficiency.

Some users note a learning curve when customizing advanced workflows or integrating niche third-party apps. Pipeline CRM is addressing these concerns by expanding its help center resources, adding more tutorial videos, and offering deeper integration guides to smooth out the onboarding bump.

Educational Resources and Community

Pipeline CRM maintains an active blog covering sales best practices, product updates, and industry insights. They also publish video tutorials on YouTube that walk you through setup, feature demos, and advanced use cases.

For peer support, the platform has a dedicated community forum where users share tips, ask questions, and showcase creative use cases. You’ll also find regular webinars hosted by Pipeline CRM experts, covering everything from AI-powered forecasting to bulk email strategies.

Conclusion

After exploring every angle—features, pricing, support, and real user feedback—it’s clear that Pipeline CRM is an excellent choice for sales teams seeking an all-in-one, intuitive solution. I’ve personally seen how its automation, customizability, and built-in eSign can slash administrative overhead and boost close rates. The cherry on top? You can Save up to $120 On Pipeline CRM’s Annual Plans when you upgrade to a yearly subscription.

Ready to transform your sales process? Claim your 14-day Free Trial on Pipelinecrm today at https://go.thenerdynoob.com/PipelineCRM and start winning more deals!