Flash Sale: Pipeline CRM 14-Day Free Trial Now
Hunting for the ultimate bargain on Pipeline CRM? You’ve come to the right spot. In this deep-dive review, I’ll reveal how you can Save up to $120 On Pipeline CRM’s Annual Plans—a deal you won’t find kicking around elsewhere. I’ve tested dozens of CRMs, and this special offer on Pipeline CRM stands out as the best value in the market today.
Stick with me for the next few minutes and I’ll walk you through why this exclusive discount is so compelling, how Pipeline CRM works, every feature you get, breakdowns of plans and pricing, plus community insights and tips on getting the most from your free 14-day trial. Ready? Let’s dive in.
What Is Pipeline CRM?
Pipeline CRM is a cloud-based sales customer relationship management platform built by salespeople, for salespeople. Its purpose is to give small to mid-sized sales teams everything they need in one intuitive workspace: from tracking leads and managing pipelines to automating follow-ups and closing deals faster. You’ll find industry-specific templates, customizable fields, and a mobile app so your reps never miss a beat when they’re on the go. Whether you’re a solopreneur or a growing startup, Pipeline CRM centralizes contacts, tasks, emails, and documents so you can focus on what really matters—selling.
Features
Pipeline CRM packs a robust feature set designed to streamline sales processes and accelerate deal closures. Below is an overview of the standout capabilities you’ll find in the platform.
Sales Pipeline Management
Track and visualize every stage of your deals with drag-and-drop Kanban boards. Ensure nothing slips through the cracks and gain a clear picture of your forecast.
- Customizable pipeline stages to match your sales cycle.
- Color-coded deals for quick status checks.
- Automated deal reminders and task assignments.
Sales Team Management
Empower your reps with shared visibility and collaborative tools that keep everyone on the same page.
- Role-based user permissions to secure sensitive data.
- Team performance dashboards and leaderboards.
- Group notifications and shared calendars.
Lead Management
Capture, segment, and nurture leads more effectively. Spend less time searching for prospects and more time engaging qualified opportunities.
- Lead scoring and assignment rules.
- Contact timeline with interaction history.
- Integration with web forms and chat widgets.
Contract Management
Close deals faster with built-in eSign functionality. Generate, send, and track contracts without ever leaving your CRM.
- Template library for common agreements.
- Real-time signing status notifications.
- Secure document storage in your CRM records.
Customizability
Tweak every aspect of the platform to fit your unique process.
- Create up to 25 custom fields per deal page.
- Adjust deal stage names (e.g. Qualified, Proposal, Signed).
- Personalize dashboards and reports.
Bulk Emails & Campaigns
Launch targeted email blasts right from your CRM and track opens, clicks, and downloads automatically as activities.
- Prebuilt templates for promotions or follow-ups.
- Mail merge personalization tokens.
- Detailed analytics per recipient.
Automations & Sequences
Automate your routine tasks so reps can spend more time selling.
- Auto-assign leads based on geography or deal size.
- Trigger follow-up tasks after email opens.
- Recurring reminders for contract renewals.
Easy Integrations
Link up with 500+ popular apps—email providers, calendars, marketing platforms, and more.
- Native Gmail and Outlook sync.
- Zapier integration for custom workflows.
- API access for in-house development.
Mobile App
Manage deals, update contacts, and capture notes on the go with iOS and Android apps.
- Offline access with automatic sync.
- In-app call logging and email tracking.
- GPS-based route planning for on-site visits.
Map Views & Route Planning
Quickly visualize where your prospects and customers are located. Optimize your travel schedule with multi-stop route planning.
Challenges & Leaderboards
Spark friendly competition across your team. Set targets and celebrate top performers through in-app badges and rewards.
Pricing
Pipeline CRM offers flexible plans to suit different team sizes and budget levels. Each tier comes with a free 14-day trial—no credit card required.
- Lite (US$24/seat/month)
Ideal for small teams starting out. Includes:- Lead, calendar, and pipeline management
- AI-powered report creation
- Real-time sales feed
- 500+ integrations
- Personalized onboarding
- Growth (US$49/seat/month)
Best for teams ready to automate outreach. Includes everything in Lite, plus:- Full email sync with tracking
- Automations and nurturing sequences
- Subscriptions and forecast reports
- Meeting scheduler and contact timelines
- Live chat support
- Premium (US$79/seat/month)
Our most popular tier for growing sales teams. Includes everything in Growth, plus:- Lead generation and routing
- Custom scoring and data enrichment
- AI-powered multi-email tools
- Contracts and e-signatures
- Enhanced customization for teams and reports
- Ultimate (US$99/seat/month)
For enterprises and advanced workflows. Includes everything in Premium, plus:- Advanced security controls
- Phone & email data enrichment
- Maximized usage limits
- Sandbox testing account
Benefits to the User (Value for Money)
If you’re looking for top-notch ROI, Pipeline CRM delivers:
- Reduced setup time
Get started in minutes thanks to intuitive onboarding and templates—no heavy IT required. - Higher close rates
Visual pipelines and automated reminders ensure every opportunity gets the attention it deserves. - Scalable pricing
Pick the plan that fits your team’s size and needs, then upgrade as you grow without disruption. - Centralized data
Store unlimited files, contracts, and customer histories in one searchable location. - Improved collaboration
Shared pipelines, team dashboards, and challenge leaderboards keep reps motivated and aligned. - Seamless integrations
Connect your favorite tools directly to Pipeline CRM to automate tedious tasks and unify your tech stack.
Customer Support
Pipeline CRM prides itself on fast, personalized support. Whether you need help during setup or have questions about advanced features, you can reach the customer success team via live chat or email. Response times average under an hour, and most issues are resolved on the first contact.
For phone support, Premium and Ultimate plan subscribers get direct lines to a dedicated specialist. Additionally, each trial includes personalized onboarding sessions to ensure you start with the right workflows and configurations.
External Reviews and Ratings
On G2, Pipeline CRM holds a solid 4.5-star average from over 200 reviewers. Users consistently praise its user-friendly interface and reliable email sync, calling it “the easiest CRM I’ve ever used.” Capterra reviewers highlight the competitive pricing and responsive support team as standout positives.
Some users mention occasional glitches when importing large datasets and request more advanced reporting dashboards. Pipeline CRM has since rolled out improved import wizards and expanded its reporting modules in response. This ongoing commitment to updates shows a vendor listening to customer feedback and acting on it.
Educational Resources and Community
To help users ramp up quickly, Pipeline CRM offers extensive resources:
- Official blog with best-practice articles and success stories.
- Video tutorials covering everything from basic navigation to advanced automations.
- Comprehensive online documentation and FAQs.
- Active user forum for peer Q&A and tips exchange.
- Monthly webinars hosted by sales experts.
Conclusion
We’ve covered why Pipeline CRM shines as a top choice for sales teams seeking an intuitive yet powerful CRM solution. From customizable pipelines and built-in eSign to AI-powered reporting and seamless integrations, it has every tool you need to close deals faster. With an exclusive Save up to $120 On Pipeline CRM’s Annual Plans offer, there’s never been a better time to try it out. Take advantage of your free 14-day trial—no credit card required—and see firsthand how streamlined your sales process can become. Ready to unlock higher productivity and revenue growth? Claim your 14-day Free Trial on Pipelinecrm Today.
