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Stick around, because in the next few minutes I’ll walk you through everything Pipeline CRM can do, break down all its pricing tiers, and show you why this discount is truly the best deal available. By the end, you’ll know exactly how to leverage this cloud-based sales CRM to crush quotas and build stronger customer relationships—while keeping extra cash in your pocket.

What Is Pipeline CRM?

Pipeline CRM is a cloud-based sales customer relationship management platform built specifically for salespeople, by salespeople. Its core purpose is to centralize every detail of your sales processes into one intuitive workspace.

Use cases include:

• Tracking and visualizing deal pipelines to spot bottlenecks and accelerate closures.
• Coordinating team activities with shared calendars, tasks, and real-time feeds.
• Managing leads from initial contact through conversion with robust nurturing tools.
• Automating repetitive tasks—emails, follow-ups, proposal generation—so reps can focus on high-value interactions.
• Securing contracts with built-in eSign and document management, eliminating manual delays.

Features

Pipeline CRM comes packed with an array of features designed to streamline every aspect of the sales cycle. Below you’ll find a deep dive into the most impactful tools and how they translate into day-to-day efficiency.

Sales Pipeline Management

Visualizing your deals at every stage is critical. Pipeline CRM’s Kanban-style boards provide an at-a-glance view of all active opportunities.

• Drag-and-drop interface to move deals from qualified leads to closed won.
• Custom deal stages—define your own milestones or use defaults like Proposal, Contract, Signed.
• Real-time updates ensure everyone on the team is on the same page about progress.

Sales Team Management

Whether you’re a solo rep or a ten-person squad, visibility is key. Pipeline CRM centralizes team performance metrics in an easy-to-read dashboard.

• Assign tasks and priorities so reps know exactly what to tackle next.
• Monitor pipelines across territories or individual quotas to foster healthy competition.
• Set user permissions to control who sees specific data and deal details.

Lead Management

Leads are the lifeblood of any sales organization. Pipeline CRM ensures you never drop the ball on a new prospect.

• Capture leads from web forms, chat widgets, or manual entry.
• Automated follow-up sequences to nurture cold leads until they’re ready to buy.
• Lead scoring and enrichment options highlight high-potential contacts first.

Contract Management

Closing deals faster often means reducing paperwork friction. Pipeline CRM’s native eSign and document tracking handle the legal side with minimal fuss.

• Create proposals and contracts directly from your CRM data.
• Send secure eSign requests—track opens, signatures, and completion automatically.
• Unlimited file storage keeps all agreements at your fingertips, with no extra fees.

Automations & Bulk Emails

Say goodbye to repetitive admin tasks. Pipeline CRM’s automation tools and bulk email feature free you up to focus on selling.

• Automated email follow-ups when deals hit specific stages.
• Bulk email sends for newsletters or product announcements—with open and click tracking.
• Customizable workflows to trigger notifications, task assignments, or field updates.

Integrations & Mobile App

A CRM is only as powerful as the systems it connects with. Pipeline CRM plays nicely with 500+ apps, ensuring data flows seamlessly.

• Native integrations with Gmail, Outlook, Mailchimp, Zoom, and more.
• Mobile app for iOS and Android lets reps log calls, update deals, and view dashboards on the go.
• Map views and route planning to optimize in-person meetings and territory management.

Pricing

Pipeline CRM offers four straightforward plans—each with a free 14-day trial and no credit card required. Let’s explore which tier fits your needs and how to apply that Save up to $120 On Pipeline CRM’s Annual Plans discount.

• Lite (US$24/seat/month) – Perfect for small teams just organizing their pipelines.
  • Lead, calendar, and pipeline management
  • AI-powered report creation
  • Real-time sales feed and 500+ integrations
  • Personalized onboarding
• Growth (US$49/seat/month) – Ideal for teams ready to automate email outreach and follow-ups.
  • Everything in Lite
  • Full email sync with tracking
  • Automations and nurturing sequences
  • Subscriptions, forecast reports, and meeting scheduler
  • Live chat support
• Premium (US$79/seat/month) – The most popular tier for full-cycle sales management.
  • Everything in Growth
  • Lead generation and routing
  • Custom scoring and company data enrichment
  • Contracts and e-signatures
  • Enhanced team, report, and data field customizations
• Ultimate (US$99/seat/month) – For enterprises requiring advanced security and testing.
  • Everything in Premium
  • Account security rules and alerts
  • Phone and email data enrichment
  • Maximized usage limits
  • Sandbox testing account

Ready to pick a plan? Head over to Pipeline CRM now and lock in your 14-day free trial, then choose annual billing to Save up to $120 On Pipeline CRM’s Annual Plans.

Benefits to the User (Value for Money)

Investing in Pipeline CRM delivers clear ROI. Here’s why it’s such a value-packed solution:

• Accelerated deal closures. The Kanban pipeline view and custom deal stages streamline decision-making and highlight stuck opportunities.
• Time savings through automation. Automated emails, bulk sends, and workflow triggers reduce manual tasks, letting teams dedicate more time to high-touch selling.
• Comprehensive sales forecasting. Historical trend analysis and forecast reports help you allocate resources and predict revenue with confidence.
• Seamless collaboration. Shared calendars, task assignments, and permission controls mean every team member works from the same up-to-date data.
• Reduced paperwork delays. Built-in eSign and unlimited document storage ensure contracts move through the pipeline faster and securely.
• Scalability for growth. From Lite to Ultimate, Pipeline CRM grows with you—adding advanced data enrichment, security, and sandbox testing as needed.

Customer Support

Pipeline CRM’s customer success team is dedicated to ensuring your implementation goes smoothly. From the moment you sign up, personalized onboarding sessions walk you through every feature, ensuring your team feels confident using the platform.

Beyond setup, support is available via live chat, email, and phone—so you can get timely answers whether you’re troubleshooting an integration or customizing workflow automations. Their knowledge base and responsive ticket system mean help is never more than a few clicks away.

External Reviews and Ratings

Industry experts and real-world users consistently praise Pipeline CRM for its intuitive design and robust feature set. On G2, it holds an average rating of 4.5 out of 5 stars, with reviewers highlighting its ease of use and responsive support team.

Positive feedback often mentions how quickly new reps ramp up on the platform and how automation has cut down on manual follow-up time. Some criticisms include requests for deeper native integrations with niche apps and additional reporting widgets. Pipeline CRM has addressed these concerns by continuously expanding its integration library and rolling out customizable reporters in recent updates.

Educational Resources and Community

Learning is made simple with Pipeline CRM’s extensive resource library. The official blog publishes weekly posts on sales best practices, automation tips, and product updates. Video tutorials cover everything from basic pipeline setup to advanced automation workflows.

For peer support, the community forum and user groups on LinkedIn allow you to share custom workflows, hacks, and success stories. Detailed documentation and a searchable knowledge base make troubleshooting quick, and regular webinars connect you with product experts and power users.

Conclusion

After exploring its friendly interface, powerful automations, and flexible pricing tiers, it’s clear why I recommend this tool. If you’re ready to elevate your sales process and capture that exclusive Save up to $120 On Pipeline CRM’s Annual Plans deal, there’s no time like the present.

Claim your 14-day free trial by heading to Pipeline CRM and discover how this sales-centric CRM can transform your team’s performance. Don’t miss out—Claim your 14-day Free Trial on Pipelinecrm Today!