
Grab Pipeline CRM Deal: 14-Day Free Trial
Ever been on the hunt for the absolute best deal on Pipeline CRM? Well, you’re in luck—today I’m giving you an exclusive peek at an offer you won’t find anywhere else. I’ve scoured the market so you can grab this top-tier sales CRM with a major discount. Let me assure you, this is the best promotion available right now.
In this review, I’ll walk you through every corner of Pipeline CRM, and show you how you can Save up to $120 On Pipeline CRM’s Annual Plans. By the end, you’ll understand exactly why this deal is a game-changer and how it can strengthen your sales pipeline without draining your budget. Ready to dive in? Let’s go!
What Is Pipeline CRM?
Pipeline CRM is a cloud-based sales CRM platform designed by salespeople for salespeople. It combines an intuitive interface with powerful customization and integrations to help you manage every aspect of your sales process—from lead capture to contract signing. Whether you’re a small team just getting started or a growing sales department seeking advanced automation, Pipeline CRM adapts to your workflow and centralizes all your data in one simple workspace.
With Pipeline CRM, you’ll never lose sight of your deals, contacts, or communications. It offers a clear, visual representation of your sales pipeline, complete with Kanban boards, forecasting tools, and built-in eSign capabilities—so you can close deals faster and keep your entire team on the same page.
Features
Pipeline CRM comes loaded with features to accelerate your sales, improve team collaboration, and reduce administrative overhead. Below, I highlight the most impactful tools that can transform your sales operations.
Sales Pipeline Management
Stay on top of every deal with a drag-and-drop pipeline view that highlights exactly where each opportunity stands.
- Visual pipeline stages: Move deals seamlessly from Qualified Lead to Signed.
- Custom deal stages: Tailor each stage’s name and probability to match your unique sales process.
- Real-time updates: Receive instant notifications when deals advance, so you can act immediately.
Sales Team Management
Monitor individual and team performance with clarity—no more guessing who’s on track to hit their targets.
- Team dashboards: Get a bird’s-eye view of activities, open deals, and close rates.
- Role-based permissions: Control what each team member can see and do within the CRM.
- Commission tracking: Automate calculations to ensure transparent, error-free payouts.
Lead Management
Capture, qualify, and nurture leads without juggling multiple tools or spreadsheets.
- Lead routing: Automatically assign incoming leads to the right salesperson.
- Follow-up reminders: Never miss a touchpoint with customizable task notifications.
- Secured lead data: Track every interaction directly in the CRM for easy reference.
Contract Management
Bring contract creation, sending, and signing under one roof with native eSign functionality.
- Template library: Store reusable contract templates to speed up document preparation.
- Built-in eSign: Send documents for signature directly from a deal page—no external apps needed.
- Automated reminders: Prompt signers when documents are pending, reducing delays.
Customizability
Tailor the CRM to fit your industry terminology and sales motions.
- Custom fields: Add up to 25 unique fields per deal to capture the data points that matter most.
- Custom deal stages: Align pipeline stages with your business jargon for a more intuitive workflow.
- Report builder: Create bespoke dashboards and reports to surface the metrics you care about.
Bulk Emails
Send personalized email campaigns directly from the CRM, without switching platforms.
- Email templates: Design and save templates for consistent messaging.
- Merge tags: Automatically insert recipient names, deal values, and other custom fields.
- Performance tracking: Monitor opens, clicks, and replies as native CRM activities.
Native eSign
End the back-and-forth of PDF attachments and manual signature uploads.
- Secure signing: Offer a seamless, legally binding signature experience.
- Status tracking: Know instantly when a document is delivered, opened, and signed.
- Audit trail: Access a detailed log for compliance and record-keeping.
Automations
Automate repetitive tasks so your team can focus on selling, not data entry.
- Workflow rules: Trigger emails, tasks, and status updates based on deal conditions.
- Sequence builder: Create multi-step follow-up sequences to nurture leads over time.
- Task automation: Generate call reminders, meeting invites, and more without manual effort.
Easy Integrations
Connect Pipeline CRM with your favorite business tools in minutes.
- 500+ integrations: Sync with email, marketing automation, accounting, and more via native or Zapier connectors.
- Two-way data flow: Keep contacts, deals, and calendar events up to date across platforms.
- Open API: Build custom integrations for niche applications or in-house systems.
Mobile App
Stay productive on the go with full CRM access from your smartphone or tablet.
- Offline mode: View and update records even without a reliable internet connection.
- Geo-tracking: Log visits and route plans with map-based tools built right in.
- Push notifications: Receive deal alerts and task reminders wherever you are.
Map Views & Route Planning
Optimize your field sales and territory coverage in a few taps.
- Visual mapping: See all prospects and customers plotted geographically.
- Drag-and-drop routes: Plan multi-stop trips to minimize travel time.
- Proximity filtering: Identify nearby deals to fill gaps between appointments.
Challenges
Motivate your sales reps with friendly competition and performance incentives.
- Custom contests: Set goals around revenue, calls made, or emails sent.
- Live leaderboards: Display rankings in real time to fuel healthy competition.
- Reward tracking: Integrate prize fulfillment to keep teams engaged.
Pricing
If you’re wondering how much it costs to get started, Pipeline CRM offers four flexible plans. Each tier includes a free 14-day trial—with no credit card required—so you can test drive all the core features before you commit.
- Lite (US$24/user/month): Perfect for solo sellers and small teams.
- Lead, calendar, and pipeline management
- AI-powered report creation
- Real-time sales feed
- 500+ integrations
- Personalized onboarding
- Growth (US$49/user/month): Ideal for teams focused on scaling via automation.
- Everything in Lite
- Full email sync with tracking
- Automations and nurturing sequences
- Subscriptions and forecast reports
- Meeting scheduler and contacts timeline
- Live chat support
- Premium (US$79/user/month) (Most Popular): Built for revenue teams driving end-to-end sales cycles.
- 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
- Ultimate (US$99/user/month): The full power of Pipeline CRM for enterprise-level needs.
- Everything in Premium
- Fortified account security with rules and alerts
- Phone and email data enrichment
- Maximized usage limits
- Sandbox testing account
Remember, you can claim your trial risk-free and explore all these capabilities firsthand.
Benefits to the User (Value for Money)
Pipeline CRM delivers exceptional value through a blend of robust features and affordable pricing. Here’s why it’s a smart investment:
- Cost-effective annual savings
Save up to $120 on annual plans compared to month-to-month billing—keeping more cash in your pocket. - All-in-one platform
Combines pipeline management, email, eSign, and automation in a single workspace—eliminating tool-stack complexity. - Quick time to value
Easy setup and guided onboarding let you start closing deals within days rather than weeks. - Scalable as you grow
Four tiers—from Lite to Ultimate—ensure you only pay for the functionality you need now, with room to upgrade. - Data-driven decision making
Advanced reporting and AI-powered insights reveal trends, forecast revenue, and guide strategic actions. - Reduced administrative work
Automations and native integrations free your sales team to focus on selling instead of data entry.
Customer Support
I’ve found Pipeline CRM’s support team to be both responsive and knowledgeable. Whether you kick off with personalized onboarding or hit a snag later on, you can reach out via email, live chat, or phone. They walk you through setup, help configure automations, and ensure your team is up and running quickly.
Beyond reactive support, Pipeline CRM offers a robust knowledge base and onboarding webinars. If you ever feel stuck, there’s always a short tutorial video or a well-documented guide to lead you in the right direction. Their commitment to customer success truly sets them apart in the crowded CRM landscape.
External Reviews and Ratings
On G2, Pipeline CRM holds a 4.4-star rating out of 5, praised for its intuitive UI and powerful customization. Users on Capterra consistently highlight the ease of use and helpful customer support as major wins. TrustRadius reviewers applaud the Kanban view and robust automation capabilities.
Of course, no product is perfect—some feedback mentions a slight learning curve when setting up advanced automations, and a few users wished for deeper integrations with niche industry apps. However, Pipeline CRM’s roadmap actively addresses these points, with new connector announcements and enhanced builder tools coming every quarter.
Educational Resources and Community
Pipeline CRM backs up its product with a wealth of educational materials. Their official blog covers best practices in pipeline management, sales tips, and case studies. Video tutorials walk you through every feature, from custom field creation to complex workflow automations. The documentation portal is searchable and includes screenshots and step-by-step instructions for common tasks.
Plus, a growing community forum and private LinkedIn group let you swap ideas with other users, share templates, and get peer advice. If you prefer live events, Pipeline CRM hosts regular webinars and virtual roundtables—making it easy to stay up to date with new features and industry trends.
Conclusion
In summary, Pipeline CRM packs an impressive set of tools—pipeline visualization, lead and contract management, native eSign, robust automations, and more—into an affordable, user-friendly platform. Coupled with responsive customer support and an active user community, it delivers real ROI by cutting admin time and helping teams close deals faster. If you’re ready to transform your sales process, now is the perfect moment to act. Visit Pipeline CRM and Save up to $120 On Pipeline CRM’s Annual Plans before this deal slips away.