Claim Pipeline CRM Promo: 14-Day Free Trial
Hunting for the ultimate bargain on Pipeline CRM? You’re in exactly the right place. I’ve uncovered an unbeatable deal—**Save up to $120 On Pipeline CRM’s Annual Plans**—that you won’t find anywhere else. Whether you’re a solo sales rep or managing a growing team, this exclusive offer ensures you get the best value on one of the most intuitive, cloud-based CRMs built by salespeople for salespeople.
Stick around—I’ll walk you through everything you need to know about Pipeline CRM, from its standout features to real user feedback, and I’ll show you precisely how this limited-time deal can accelerate your sales process and pad your bottom line. Ready to see why this is such a game changer? Let’s dive in.
## What Is Pipeline CRM?
**Pipeline CRM is** a cloud-based sales relationship management platform designed to help sales teams and individual sales professionals organize leads, track deals, automate routine tasks, and ultimately close more revenue faster. It caters to users across industries—whether you’re in software, real estate, manufacturing, or professional services. The platform’s intuitive design means minimal setup and training time, so you can jump straight into selling. Key use-cases include:
– Visualizing sales pipelines at a glance
– Automating follow-ups and email sequences
– Generating accurate forecasts
– Streamlining contract generation and signing
## Features
Pipeline CRM offers a rich set of features that empower your sales process from prospecting to close. Below is an in-depth look at each major capability.
### Sales Pipeline Management
Pipeline CRM makes it ridiculously simple to track all your deals in one place.
– Drag-and-drop interface to move deals through customizable stages
– Real-time insights into pipeline health and bottlenecks
– Filters and tags to sort by territory, source, or priority
### Sales Team Management
Keep your team aligned and accountable with transparent collaboration tools.
– Shared dashboards that update instantly
– @mentions and comments on deals to centralize communication
– Goal-setting modules to motivate healthy competition
### Lead Management
Never drop the ball on a hot prospect again.
– Automated lead assignment rules based on territory or rep
– Lead scoring to prioritize follow-ups
– Integrated contact enrichment to fill in missing details
### Contract Management
Draft, send, track, and sign all from within your CRM.
– Native eSign integration eliminates third-party tools
– Automated reminders when contracts go unsigned
– Audit trails showing when a document was opened or signed
### Customizability
Adapt the CRM to your unique sales process.
– Up to 25 custom fields per deal page
– Custom deal stages named to suit your methodology
– Personalized dashboard layouts for each role
### Bulk Emails
Send personalized mass emails without leaving the CRM.
– Merge tags for first name, company, and deal details
– Scheduling and staggered send times to avoid spam flags
– Automatic logging of opens, clicks, and replies
### Native eSign
Close deals faster with in-platform signature capabilities.
– No more wondering if contracts were received
– Legally binding digital signatures
– Instant status updates on signature progress
### Automations
Let Pipeline CRM handle repetitive tasks so your team can focus on selling.
– Trigger follow-up emails when a deal enters a stage
– Auto-create tasks for reps when new leads arrive
– Sequence nurturing workflows based on behavior
### Easy Integrations
Connect with your favorite business tools in minutes.
– Pre-built connectors for Gmail, Outlook, Slack, and over 500 apps
– Two-way sync ensures data stays accurate
– Webhooks and API access for custom integrations
### Mobile App
Manage deals on the go with a fully featured smartphone app.
– Offline access for on-the-road updates
– Push notifications for urgent deal activity
– Call logging and mobile email tracking
### Map Views & Route Planning
Optimize your face-to-face visits.
– Visualize prospects on a map
– Plan efficient routes for multi-stop days
– Filter customers by deal size or last contact date
### Challenges
Foster healthy sales team rivalry.
– Leaderboards displaying metrics like calls made and deals closed
– Achievement badges to reward top performers
– Scheduled recap emails to share standings
### Kanban Boards
A visual, flexible tool for quicker decision-making.
– Drag cards representing deals through stages
– Color-coded cards for priority deals
– Click to expand card details without navigating away
### Custom Fields
Capture the data that matters most to your business.
– Create dropdowns, text fields, and date pickers
– Segment deals based on industry, region, or product interest
– Use custom fields in filters and reports
### Email Campaigns & Tracking
Turn your CRM into a lightweight marketing machine.
– Design and send templated campaigns
– Automatic activity logging for all opens, clicks, and downloads
– A/B test subject lines for higher engagement
### Sales Forecasting
Make data-driven predictions about future revenue.
– Forecasts based on historical trends and current pipeline value
– Identify reps or deal stages that need attention
– Generate forecast reports for stakeholders
### Track Commissions
Simplify payout calculations and improve transparency.
– Automate commission rules by product or service type
– Provide reps with real-time dashboards of their earnings
– Integrate commission data into payroll systems
### Custom Deal Stages
Tailor the sales flow to your methodology.
– Default stage options include Qualified Lead, Proposal, Contract, Signed
– Rename stages or add new ones for niche processes
– Rearrange the order to match your sales cycle
### Unlimited File Storage
No more worrying about storage caps.
– Attach contracts, images, and collateral without extra charges
– Organize files by deal or contact record
– Search across all stored documents
### User Permissions
Protect sensitive data with granular access controls.
– Role-based permissions to view, edit, or delete records
– Restrict access to select pipelines or reports
– Manage user groups for large teams
### Support & Setup Assistance
Get personalized help every step of the way.
– One-on-one onboarding sessions to configure your account
– Dedicated customer success manager for enterprise plans
– In-app chat and email support
## Pricing
Thinking about cost? Here’s a breakdown of Pipeline CRM’s transparent pricing tiers (plus that mid-article link to help you seal the deal on your savings):
For full details and to lock in **Save up to $120 On Pipeline CRM’s Annual Plans**, visit Pipeline CRM today.
– **Lite (Now with AI)**
Price: US$24 per seat/month, billed monthly
Who It Suits: Solo reps and small teams looking for core CRM capabilities.
Inclusions:
– Lead, calendar, and pipeline management
– AI-powered report creation
– Real-time sales feed
– 500+ integrations
– Personalized onboarding
– **Growth (Now with AI)**
Price: US$49 per seat/month, billed monthly
Who It Suits: Growing teams that need automated outreach.
Inclusions (everything in Lite, plus):
– Full email sync with tracking
– Automations and nurturing sequences
– Subscriptions and forecast reports
– Meeting scheduler and contacts timeline
– Live chat support
– **Premium (MOST POPULAR) (Now with AI)**
Price: US$79 per seat/month, billed monthly
Who It Suits: Teams requiring advanced sales tools and contract management.
Inclusions (everything in Growth, plus):
– 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 fields
– **Ultimate (Now with AI)**
Price: US$99 per seat/month, billed monthly
Who It Suits: Enterprises demanding top security and scalability.
Inclusions (everything in Premium, plus):
– Fortified account security with rules and alerts
– Phone and email data enrichment
– Maximized usage limits
– Sandbox testing environment
Each plan includes a **14-day free trial**—no credit card required. Remember, by choosing an annual billing cycle, you can **Save up to $120 On Pipeline CRM’s Annual Plans**.
## Benefits to the User (Value for Money)
Here’s why Pipeline CRM delivers exceptional ROI:
– Reduced Sales Cycle Times
Automations and templates cut follow-up lags, so deals progress faster from lead to close.
– Increased Forecast Accuracy
Forecasting tools pull from real data, helping leadership allocate resources proactively.
– Higher Rep Productivity
Mobile access, bulk emailing, and automated tasks free up reps to focus on selling, not data entry.
– Transparent Commission Tracking
Automated commission calculations minimize disputes and motivate remote teams.
– Scalable for Growing Teams
Custom fields, permissions, and unlimited storage ensure you never outgrow the platform.
– Easily Measurable KPIs
Real-time dashboards and reports keep you on top of calls made, deals won, and revenue generated.
## Customer Support
Pipeline CRM’s customer success team is renowned for its responsiveness and deep product expertise. Whether you prefer email, live chat, or phone support, you’ll find quick, knowledgeable responses tailored to your environment.
Every subscription comes with personalized onboarding sessions that walk you through customizations and best practices. For enterprise clients on Growth, Premium, or Ultimate plans, a dedicated success manager ensures ongoing value delivery and acts as your advocate for feature requests and advanced troubleshooting.
## External Reviews and Ratings
On G2, Pipeline CRM holds a strong 4.5-star average from hundreds of users. Customers applaud the platform’s clean interface, ease of use, and time-saving automations. Sales teams consistently report improved transparency and collaboration after implementation.
That said, a few users mention occasional learning curves when customizing complex workflows. The company has addressed these concerns by expanding its knowledge base and adding interactive tutorial videos. There are also requests for deeper marketing automation features; Pipeline CRM’s roadmap shows plans to broaden integrations with leading marketing tools later this year.
## Educational Resources and Community
Pipeline CRM supports users with a wealth of educational materials:
– **Official Blog:** Regular articles on sales best practices, CRM tips, and product updates.
– **Video Library:** Step-by-step tutorials ranging from basic setup to advanced automations.
– **Documentation Hub:** In-depth guides covering integrations, API usage, and security protocols.
– **Community Forum:** Peer-to-peer discussions where users share custom workflows and templates.
– **User Groups & Webinars:** Monthly virtual meetups hosted by product experts to network and learn.
These resources cultivate an engaged community that continuously contributes feedback and real-world insights.
## Conclusion
After exploring Pipeline CRM’s intuitive pipelines, powerful automations, transparent pricing, and top-notch support, it’s clear why salespeople and managers are flocking to this platform. From solo entrepreneurs to enterprise sales forces, Pipeline CRM delivers the tools you need to hit quota, improve forecasting, and reduce administrative burden.
Ready to transform your sales process? Head over to Pipeline CRM and take advantage of this exclusive deal. **Claim your 14-day Free Trial on Pipelinecrm Today** and start experiencing the time and cost savings for yourself.
