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I’ll walk you through why Pipeline CRM stands out, break down every feature and plan, and show you exactly how this deal can supercharge your team’s performance. Stick around, and by the end you’ll know exactly how to grab your free 14-day trial (no credit card required!) and lock in enormous savings on an annual plan.

## What Is Pipeline CRM?

**Pipeline CRM is** a cloud-based sales CRM platform built specifically for salespeople, by salespeople. It centralizes every aspect of your sales process—from initial lead capture and nurturing to contract management and deal closing—into a single, intuitive workspace. Whether you’re a small business owner seeking more consistency or a large enterprise aiming to streamline collaboration, Pipeline CRM adapts to your needs.

Use cases include:
– Tracking and visualizing sales pipelines in real time
– Collaborating seamlessly across sales teams
– Automating repetitive tasks like follow-ups and email sequences
– Managing contracts with built-in eSign capabilities
– Forecasting revenue and automating commission calculations

With Pipeline CRM, you’re not just buying software—you’re investing in a tool designed to help you win more deals, faster.

## Features

Pipeline CRM packs a powerful set of tools to automate, streamline, and personalize your sales workflows. Below is an in-depth look at the most impactful features you’ll use every day.

### Sales Pipeline Management
Effectively monitor and visualize every deal’s progress with drag-and-drop Kanban boards.
– Customize deal stages (e.g., Qualified Lead, Proposal, Contract, Signed) or create new ones.
– View summaries of deal values, probabilities, and expected close dates.
– Filter pipelines by team member, region, or custom fields to focus on high-priority opportunities.

### Sales Team Management
Enhance team performance through improved visibility and streamlined collaboration.
– Assign roles and user permissions to control access at a granular level.
– Track individual and group activity feeds to identify bottlenecks.
– Spark healthy competition with built-in leaderboards and performance dashboards.

### Lead Management
Monitor prospects and engage leads proactively.
– Capture leads via web forms, live chat, or manual entry.
– Enrich lead profiles with company data, social links, and custom fields.
– Trigger automated follow-up sequences to nurture cold leads into warm opportunities.

### Contract Management
Close deals faster with built-in electronic signatures.
– Create, send, and track contracts directly within Pipeline CRM.
– Receive instant notifications when documents are opened or signed.
– Store unlimited files—contracts, proposals, images, and more—without extra cost.

### Customizability
Tailor the CRM to match your unique sales process.
– Add up to 25 custom fields per deal page to track industry-specific data.
– Build custom deal stages, statuses, and tags.
– Use map views and route planning to optimize field visits and demos.

### Bulk Emails & Automations
Automate repetitive tasks and outreach to focus on closing high-value deals.
– Send personalized bulk email campaigns with open and click tracking.
– Set up automations for follow-ups, meeting reminders, and stage changes.
– Use AI-powered sequences to predict the best time to engage each prospect.

### Integrations & Mobile App
Connect Pipeline CRM to your favorite tools and stay productive on the go.
– Choose from 500+ native integrations including Gmail, Outlook, Zapier, Slack, and more.
– Access full CRM features on iOS and Android—log calls, update deals, and view dashboards anywhere.
– Sync calendars, contacts, and emails in real time.

### Challenges & Gamification
Drive motivation with friendly competition.
– Create custom challenges (e.g., most calls made or deals closed in a month).
– Award points or badges for milestones and top performers.
– Display real-time updates on leaderboards to foster engagement.

## Pricing

You can start with a **free 14-day trial (no credit card required)** and then choose from four straightforward plans. Here’s how they break down:

– **Lite (Now with AI)**
– Price: US$24 per seat/month, billed monthly
– Suited for small teams needing essential pipeline and calendar management
– Key features: 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
– Suited for growing teams focused on automation and email campaigns
– Everything in Lite, plus full email sync with tracking; automations and nurturing sequences; subscriptions and forecast reports; meeting scheduler; live chat support

– **Premium (Most Popular) (Now with AI)**
– Price: US$79 per seat/month, billed monthly
– Suited for teams requiring full-cycle sales tools and advanced customization
– Everything in Growth, plus lead generation and routing; custom scoring and company data enrichment; AI-powered multi-email tools; contracts and e-signatures; enhanced team permissions and reporting

– **Ultimate (Now with AI)**
– Price: US$99 per seat/month, billed monthly
– Suited for enterprises needing maximum security, data enrichment, and sandbox testing
– Everything in Premium, plus fortified account security with rules and alerts; phone and email data enrichment; maximized usage limits; a sandbox testing account

By switching to an annual plan you can **Save up to $120 On Pipeline CRM’s Annual Plans**, making it an even more cost-effective solution for long-term growth. And remember, you still get your **14-day free trial** before committing.

## Benefits to the User (Value for Money)

Pipeline CRM offers exceptional value through a combination of robust features and competitive pricing:

– Unified Workspace
You get lead, pipeline, and contract management all in one place—no need for multiple tools or siloed data.

– Scalable Plans
From Lite to Ultimate, plans scale with your team’s growth, ensuring you only pay for what you need.

– Automation & AI
Automations and AI report generation free up hours every week, letting you focus on high-impact selling.

– Unlimited Storage
Store all customer records, attachments, and contracts without worrying about extra fees.

– Transparent Commission Tracking
Built-in commission automation reduces errors and ensures fairness for remote or distributed sales teams.

– ROI-Driven Insights
Sales forecasting and real-time feeds help you make data-driven decisions that boost close rates.

## Customer Support

Pipeline CRM’s customer success team is renowned for its responsiveness and hands-on guidance. From day one, you’ll receive personalized onboarding sessions tailored to your industry and sales process. Their support staff is reachable via email, live chat, and phone during business hours, ensuring your questions are answered promptly.

Beyond initial setup, ongoing assistance is available to optimize your workflows, configure advanced automations, and troubleshoot any issues. Whether you need help importing data, building complex sequences, or understanding reporting metrics, Pipeline CRM’s support team has you covered.

## External Reviews and Ratings

Across major review sites, Pipeline CRM consistently earns high marks for usability and customer satisfaction.
– G2: 4.5/5 stars, praised for its intuitive interface and top-notch automation features.
– Capterra: 4.6/5 stars, highlighted for excellent customer service and seamless integrations.
– TrustRadius: 8.8/10, users love the customizable dashboards and built-in eSign capabilities.

Some users have requested even deeper customization options or more advanced AI features. Pipeline CRM is actively addressing these suggestions by rolling out enhanced customization tools and expanding AI-powered analytics in upcoming releases.

## Educational Resources and Community

Pipeline CRM offers an extensive library of learning materials to help you maximize your investment:
– Official Blog: Regular articles on sales best practices, product updates, and industry trends.
– Video Tutorials: Step-by-step walkthroughs covering everything from basic setup to advanced automations.
– Knowledge Base: In-depth documentation, FAQs, and troubleshooting guides.
– Community Forum: Connect with other users, share tips, and request new features.
– Webinars & Workshops: Live training sessions hosted by CRM experts and guest speakers.

This vibrant ecosystem ensures you’ll never be left in the dark and can continually sharpen your sales skills alongside a supportive user community.

## Conclusion

In summary, Pipeline CRM delivers a powerful, user-friendly sales platform designed to accelerate deal flow and drive revenue growth. You’ll benefit from customizable pipelines, AI-powered automations, built-in eSign, and real-time insights—all wrapped up in scalable plans that fit any team size. Don’t miss out on this opportunity to try Pipeline CRM free for 14 days, no credit card required, and **Save up to $120 On Pipeline CRM’s Annual Plans** when you commit to an annual subscription.

Take action now and transform your sales process with Pipeline CRM—your free trial is just a click away. Claim your 14-day Free Trial on Pipelinecrm Today.