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What Is Pipeline CRM?

Pipeline CRM is a cloud-based sales customer relationship management platform built specifically for salespeople, by salespeople. It centralizes your entire sales pipeline—leads, deals, contacts, and contracts—into one intuitive workspace, making it easy to track every opportunity and accelerate revenue growth. Whether you’re a solo rep or managing a large team, Pipeline CRM scales to your needs with minimal setup time.

Use cases include:

• Startups looking to professionalize their sales process without high overhead.
• Small and midsize businesses that need customizable pipelines and robust integrations.
• Remote or field-based teams who require mobile access and route planning.
• Enterprises seeking a user-friendly CRM with advanced automation and forecasting.

Features

Pipeline CRM’s feature set covers every aspect of modern sales management. Below are some of the standout capabilities you’ll rely on daily:

Sales Pipeline Management

Visualize and organize deals at every stage. Pipeline CRM uses a drag-and-drop Kanban board to keep opportunities moving forward.

• Customize your pipeline stages (e.g., Qualified Lead, Proposal, Contract, Signed).
• See exactly where each deal stands and which reps need support.
• Forecast revenue by stage and close date with built-in reporting.

Sales Team Management

Empower your team with clear goals, transparent performance metrics, and seamless collaboration.

• Assign leads and deals automatically with round-robin routing.
• Monitor individual and team progress through real-time dashboards.
• Spark healthy competition using built-in challenges and leaderboards.

Lead Management

Capture and nurture leads efficiently from first touch to close.

• Track every interaction—emails, calls, meetings—logged automatically.
• Use custom fields to capture unique prospect details relevant to your industry.
• Integrate web forms and chatbots to feed leads directly into your pipeline.

Contract Management

Streamline document workflows with native eSign and contract templates.

• Create, send, and track contracts without leaving the CRM.
• Reduce bottlenecks by automating reminders for unsigned documents.
• Keep unlimited file storage for all agreements and attachments.

Customizability

Adapt Pipeline CRM to your exact sales process without code.

• Add up to 25 custom fields per deal to capture specialized data.
• Build custom deal stages, pipelines, and user roles with drag-and-drop ease.
• Modify views—List, Kanban, Map—based on your team’s workflow.

Automations & Nurturing Sequences

Offload repetitive tasks so your sales reps can focus on high-value activities.

• Trigger email sequences based on deal stage changes.
• Automate task creation (calls, follow-ups) to keep deals progressing.
• Use conditional logic to personalize messages at scale.

Bulk Email & Multi-Email Tools

Send personalized emails to lists of contacts using built-in templates and tracking.

• Monitor opens, clicks, and replies directly within the CRM.
• Schedule follow-ups automatically to stay top of mind.
• Leverage AI-powered subject-line and body suggestions for higher engagement.

Easy Integrations

Connect Pipeline CRM to your existing tech stack in minutes.

• 500+ integrations via native connectors or Zapier.
• Sync email, calendar, accounting, marketing automation, and more.
• Maintain data consistency across tools for accurate forecasting.

Mobile App & Map Views

Manage sales on the go with iOS and Android apps that mirror the desktop experience.

• View deals, update statuses, and log activities from your phone.
• Use map views and route planning to optimize field visits.
• Receive push notifications for task reminders and deal updates.

Pricing

Pipeline CRM offers flexible plans to match the needs of any sales team. Whether you’re just starting out or scaling an enterprise, you’ll find an option that fits both feature requirements and budget. Right now, you can secure this platform with an exclusive Save up to $120 On Pipeline CRM’s Annual Plans deal—learn more via Pipeline CRM.

• Lite (US$24/seat/month) – Ideal for solo reps and small teams. Includes lead, calendar, and pipeline management, AI-powered report creation, 500+ integrations, and personalized onboarding.
• Growth (US$49/seat/month) – Perfect for growing teams. Adds full email sync with tracking, automations and nurturing sequences, subscriptions and forecast reports, meeting scheduler, contacts timeline, and live chat support.
• Premium (US$79/seat/month) – Best-selling plan for full-cycle sales. Includes everything in Growth plus lead generation & routing, custom scoring and data enrichment, AI multi-email tools, contracts & e-signatures, and enhanced customization.
• Ultimate (US$99/seat/month) – For enterprises needing maximum power. Builds on Premium with advanced security rules, phone & email data enrichment, maximized usage limits, and a sandbox testing account.

All plans include a 14-day free trial with no credit card required.

Benefits to the User (Value for Money)

Here’s why Pipeline CRM delivers outstanding value:

• Time Savings: Automated workflows and email sequences free up hours each week to focus on closing deals.
• Scalability: Custom fields, pipelines, and permissions easily adapt as your team grows without costly migrations.
• Accurate Forecasting: Real-time sales feeds and forecast reports let you predict revenue and adjust strategies proactively.
• Improved Win Rates: Clear visibility into deal stages and pipeline health highlights where coaching or intervention is needed.
• Mobile Accessibility: A full-featured app and map-based route planning keep field reps productive anywhere.
• Data Security: With user permissions and account security rules, sensitive information stays protected and compliant.
• Cost Control: Unlimited file storage and transparent per-seat pricing eliminate surprise fees and hidden overhead.

Customer Support

Pipeline CRM’s customer success team is dedicated to ensuring you get the most out of every feature. From day one, personalized onboarding sessions help you configure the system to your sales process. Ongoing live chat and email support are available to quickly address questions, troubleshoot issues, and share best practices.

For more complex needs, phone support and dedicated account managers are accessible on higher-tier plans. Comprehensive documentation, webinars, and one-on-one coaching sessions ensure that every team member—from new hires to seasoned sales leaders—can confidently leverage Pipeline CRM’s full capabilities.

External Reviews and Ratings

On G2, Pipeline CRM boasts an average rating of 4.5 out of 5 stars, with users praising its intuitive interface and rapid setup. Capterra reviewers highlight the ease of customizing pipelines and the responsiveness of support staff. Software Advice cites Pipeline CRM’s value ratio as a standout among mid-market CRMs.

Some critiques mention the need for deeper marketing automation features and occasional email sync delays. The Pipeline CRM team is actively addressing these points, recently rolling out enhanced AI email tools and optimizing server performance. Regular product updates and transparent roadmaps demonstrate the company’s commitment to continuous improvement.

Educational Resources and Community

Pipeline CRM offers a wealth of resources to help users master the platform. The official blog publishes weekly articles on sales best practices, CRM optimization tips, and industry trends. Video tutorials cover every feature from basic setup to advanced automation workflows.

In addition, there’s an active user community where members share templates, custom field configurations, and success stories. Dedicated Slack and LinkedIn groups foster peer-to-peer support, while quarterly webinars connect you directly with product experts for live Q&A sessions.

Conclusion

In summary, Pipeline CRM combines powerful sales pipeline management, advanced automation, and customizable workflows into one user-friendly platform. I’ve walked you through its top features, pricing tiers, benefits, support options, and real-world reviews—so you can decide with confidence.

Right now is the perfect time to take action: click here to Save up to $120 On Pipeline CRM’s Annual Plans and start your 14-day free trial. Don’t miss out on locking in the best discount available—claim your offer on Pipeline CRM today and transform the way your team sells.