Hunting for the best deal on Pipeline CRM? You’ve come to the right place. I’ve uncovered an exclusive offer that lets you Save up to $120 On Pipeline CRM’s Annual Plans—a deal you won’t find advertised anywhere else. Read on to see why this cloud-based sales CRM is the game changer your team needs, and how to grab the best pricing available.

Stick with me as I walk you through every aspect of Pipeline CRM, from its core features and pricing tiers to real-world benefits and customer feedback. By the end, you’ll know exactly how this platform can supercharge your sales efforts—and how to claim your 14-day free trial under this unbeatable discount.

What Is Pipeline CRM?

Pipeline CRM is a cloud-based customer relationship management platform built specifically for sales teams, by salespeople. It organizes every stage of your sales cycle in one intuitive workspace—allowing you to track deals, manage leads, and close more business with minimal setup. Whether you’re a small startup or an enterprise team, Pipeline CRM scales to your needs with customizable pipelines, automated workflows, and built-in eSignatures, ensuring you spend less time on admin and more time on selling.

Features

Pipeline CRM packs a wealth of features designed to streamline sales processes, enhance collaboration, and deliver actionable insights. Below, I break down the standout capabilities that set this platform apart.

Sales Pipeline Management

Visualize and manage your deals from first contact to closing. Pipeline CRM’s drag-and-drop pipeline boards let you:

• See every deal stage at a glance—from Qualified Lead to Signed Contract.
• Filter pipelines by team member, deal value, or custom fields.
• Quickly adjust deal stages to match your unique sales process.

Sales Team Management

Gain clarity on team performance and foster collaboration with tools that let you:

• Assign deals and tasks to specific reps with set deadlines.
• Monitor individual and team activity in a real-time sales feed.
• Set role-based permissions to ensure data security and appropriate access.

Lead Management

Never let a hot lead slip through the cracks. Pipeline CRM offers:

• Lead capture forms that push new contacts directly into your pipeline.
• Custom scoring rules to prioritize high-value prospects.
• Automated follow-up reminders so every lead gets timely outreach.

Contract Management

Streamline your contracts with built-in eSign functionality:

• Create and send documents directly from deal records.
• Track opens, views, and signatures in real time.
• Reduce delays and close deals faster without third-party tools.

Customizability

Tailor Pipeline CRM to match your sales process:

• Build up to 25 custom fields per deal to capture critical data.
• Rename and reorder deal stages to reflect your terminology.
• Design custom dashboards and reports focused on your KPIs.

Bulk Emails

Engage multiple prospects in one go using:

• Pre-built or custom email templates.
• Personalization tokens to boost open rates.
• Automated tracking of opens, clicks, and replies.

Native eSign

Ensure contracts are signed quickly by:

• Embedding signature fields directly within your CRM.
• Sending reminders for pending signatures.
• Storing signed agreements securely under each deal.

Automations

Automate repetitive tasks so your reps can focus on selling:

• Trigger email follow-ups based on deal stage changes.
• Create tasks or reminders automatically when conditions are met.
• Set up nurturing sequences to guide leads smoothly through the funnel.

Easy Integrations

Connect Pipeline CRM to your existing stack with over 500 integrations, including:

• Popular email providers (Gmail, Outlook).
• Marketing automation tools (Mailchimp, ActiveCampaign).
• Accounting platforms (QuickBooks, Xero).

Mobile App & Map Views

Take your CRM on the go:

• Manage pipelines, calls, and tasks from your smartphone.
• Use map views to plan field visits and optimize routes.
• Log notes and update deal statuses in real time.

Challenges & Gamification

Spark healthy competition and drive performance by:

• Setting up contests based on deals closed, calls made, or revenue won.
• Tracking leaderboards to celebrate top performers.
• Rewarding reps with badges and recognitions within the team.

Kanban Boards

Visualize workflows clearly with draggable boards that:

• Display deals or tasks in columns representing process stages.
• Allow quick status changes by dragging cards between columns.
• Provide an at-a-glance view of bottlenecks and progress.

Custom Deal Stages & Fields

Shape Pipeline CRM exactly how you need it:

• Choose default stage titles or replace them with your own.
• Create up to 25 custom deal fields—perfect for industry-specific data.
• Use dropdowns, checkboxes, and date pickers to standardize inputs.

Reporting & Sales Forecasting

Turn data into insights with AI-powered reports:

• Generate revenue forecasts based on historical trends.
• Create visual reports on team activity, deal velocity, and win rates.
• Schedule automated report deliveries to key stakeholders.

Commission Tracking

Eliminate manual calculations by:

• Setting commission rules per rep or deal type.
• Viewing real-time commission dashboards.
• Exporting commission statements for payroll processing.

Unlimited File Storage & User Permissions

Keep all your documents in one place:

• Upload unlimited files—contracts, images, spreadsheets—at no extra cost.
• Assign granular user roles to control access.
• Ensure sensitive data stays visible only to authorized users.

Support & Setup Assistance

Get up and running quickly with personalized guidance:

• Onboarding sessions led by dedicated customer success managers.
• Live chat, email, and phone support to answer questions 24/5.
• Comprehensive documentation and video tutorials.

Pricing

Pipeline CRM offers flexible monthly pricing that scales with your team’s needs—and don’t forget you can Save up to $120 On Pipeline CRM’s Annual Plans when you opt for an annual subscription. Here’s a breakdown:

• Lite (US$24/user/mo): Basic pipeline and lead management, AI-powered report creation, real-time sales feed, calendar sync, 500+ integrations, and personalized onboarding. Ideal for small teams getting started.
• Growth (US$49/user/mo): Includes full email sync with tracking, automated nurturing sequences, subscription and forecast reports, meeting scheduler, contacts timeline, and live chat support. Perfect for growing teams.
• Premium (US$79/user/mo): Everything in Growth plus lead generation and routing, custom scoring, AI multi-email tools, contracts and e-signatures, and advanced customization for teams and data fields. Most popular for ambitious sales departments.
• Ultimate (US$99/user/mo): Adds fortified account security, phone and email data enrichment, maximized usage limits, and a sandbox testing account. Best for large organizations needing enterprise-grade features.

If you’re ready to unlock these capabilities risk-free, start your 14-day free trial today.

Benefits to the User (Value for Money)

• Accelerated Sales Cycles: Automated follow-ups and eSignatures reduce deal closing time by up to 30%, letting your team focus on revenue-generating tasks.
• Improved Forecast Accuracy: AI-driven reporting provides reliable projections, helping you allocate resources and set realistic targets.
• Enhanced Team Collaboration: Shared pipelines and real-time activity feeds keep everyone aligned, minimizing missed handoffs.
• Custom Fit for Your Process: High customizability ensures the tool evolves with your business, preventing feature bloat and promoting adoption.
• Cost Savings on Tools: With native eSign, email campaigns, and integrations built-in, you eliminate the need for multiple third-party subscriptions.
• Scalable Pricing: From small startups to large enterprises, choose the plan that fits your headcount and upgrade seamlessly as you grow.

Customer Support

Pipeline CRM prides itself on responsive, knowledgeable support. You’ll get access to live chat during business hours, comprehensive email assistance, and phone support for urgent issues. The support team is staffed by CRM specialists who can walk you through setup, customizations, and best practices.

Beyond reactive help, you’ll benefit from proactive account management. Dedicated onboarding specialists ensure your team is fully trained, while customer success managers offer strategic advice to maximize your ROI. Whether you need technical troubleshooting or guidance on sales process optimization, help is just a message away.

External Reviews and Ratings

On Gartner Peer Insights and Capterra, Pipeline CRM consistently scores above 4.5 stars. Users rave about the clean interface, straightforward setup, and the time saved through automation:

• “Pipeline CRM transformed our workflow—everything is in one place, and our close rates jumped by 20% in the first quarter.”
• “Excellent support team and very intuitive UI. We were up and running in days, not months.”

Some critics mention limited advanced customization compared to legacy enterprise CRMs and occasional hiccups with third-party integrations. Pipeline CRM addresses these concerns by rolling out regular feature updates and expanding its API capabilities, ensuring smoother connections and deeper customization over time.

Educational Resources and Community

Pipeline CRM offers a robust learning ecosystem. You’ll find a well-maintained blog with articles on sales strategy, pipeline optimization, and CRM best practices. Their YouTube channel hosts video tutorials covering everything from basic setup to advanced automation.

Developers and power users can dive into detailed API documentation. Additionally, there’s an active user community where you can exchange tips, share workflows, and learn from peers in sector-specific groups. Regular webinars and live Q&A sessions keep you up to date with new features and roadmaps.

Conclusion

After exploring the core features, pricing tiers, and real-world feedback, it’s clear that Pipeline CRM delivers an all-in-one solution tailored for sales teams of any size. Its blend of visual pipeline boards, automation tools, and AI-powered insights not only streamlines your process but also drives measurable revenue growth.

Don’t miss out on this limited-time opportunity—start your free trial and Claim your 14-day Free Trial on Pipelinecrm Today.