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What Is Pipeline CRM?

Pipeline CRM is a cloud-based customer relationship management platform built specifically by salespeople, for salespeople. It centralizes every aspect of your sales efforts—tracking deals, managing leads, automating repetitive tasks, and giving teams the visibility and tools they need to close more business. Whether you’re a solo rep or running a large sales organization, Pipeline CRM adapts to your workflow and scales with your growth.

Use cases include:

• Mapping and visualizing your sales pipelines in real time.
• Automating email sequences and follow-ups to nurture leads.
• Storing and managing contracts with built-in eSign capabilities.
• Tracking team performance, commissions, and sales forecasts.
• Integrating with your existing tools—email, calendars, chat apps, and more.

Features

Pipeline CRM’s intuitive interface houses a robust feature set designed to streamline sales processes and drive consistent growth. Below are its standout tools categorized for quick reference.

Sales Pipeline Management

Gain full visibility into every deal stage and ensure nothing slips through the cracks.

• Drag-and-drop Kanban boards to quickly adjust deal stages.
• Customizable pipeline stages—choose from default titles or tailor them to your process.
• Visual pipeline overview with drill-down details on each opportunity.

Lead Management

Capture, assign, and engage leads more effectively to shorten sales cycles.

• Lead scoring and routing—prioritize high-value prospects automatically.
• Contact timeline that logs every interaction, email, and call note.
• Integration with web forms and landing pages to auto-import new leads.

Contract Management & eSign

Eliminate back-and-forth delays by creating, sending, and signing contracts directly within your CRM.

• Native eSign functionality—track document opens, downloads, and signatures.
• Prebuilt templates for quotes, proposals, and NDAs.
• Automated reminders ensure timely sign-offs and faster deal closures.

Automations & Bulk Emails

Automate repetitive tasks and scale your outreach without losing personalization.

• Drip sequences that send follow-up emails based on triggers and timing rules.
• Bulk email campaigns with open, click, and reply tracking logged as activities.
• Workflow automations that assign tasks, update deal stages, and notify team members.

Customizability & Integrations

Shape the CRM to your exact needs and connect it seamlessly with your favorite tools.

• Up to 25 custom fields per deal to capture specialized data.
• 500+ integrations via native connectors and Zapier—email, calendars, chat, marketing platforms, phone systems, and more.
• Open API for advanced customization and third-party integrations.

Mobile App & Map Views

Stay productive on the go with full access to your pipelines and customers from your smartphone.

• iOS and Android apps that mirror all desktop functionality.
• Map view and route planning—optimize on-site meeting schedules.

Sales Team & Commission Management

Drive performance through transparency and healthy competition.

• User permissions to control who sees what data.
• Sales forecasting dashboards based on historical trends.
• Automated commission tracking to streamline payroll and boost morale.

Pricing

Pipeline CRM offers tiered plans designed to scale with your business, each including a FREE 14-day trial—no credit card required. And right now, you can Save up to $120 On Pipeline CRM’s Annual Plans by opting for an annual subscription.

Lite (Now with AI)

Best for solo reps and small teams just getting started.

• US$24 per seat/month, billed monthly.
• Lead, calendar, and pipeline management.
• AI-powered report creation and real-time sales feed.
• Personalized onboarding and 500+ integrations.

Growth (Now with AI)

Ideal for growing teams looking to automate outreach and follow-ups.

• US$49 per seat/month, billed monthly.
• Everything in Lite, plus full email sync with tracking.
• Automations, nurturing sequences, forecast reports.
• Meeting scheduler, contact timeline, and live chat support.

Premium (Most Popular) (Now with AI)

For teams needing full-cycle sales tools and advanced prospecting.

• US$79 per seat/month, billed monthly.
• Everything in Growth, plus multi-email tools and data enrichment.
• Contracts & eSignatures, enhanced customization for teams and reports.

Ultimate (Now with AI)

The complete package for enterprises requiring top-tier security and scale.

• US$99 per seat/month, billed monthly.
• Everything in Premium, plus advanced security rules and alerts.
• Phone & email data enrichment, sandbox testing account.

Ready to maximize your sales ROI? Explore each plan in detail and grab this exclusive Pipeline CRM discount before it expires.

Benefits to the User (Value for Money)

Pipeline CRM delivers exceptional ROI through streamlined workflows and robust tools:

• Accelerated Deal Closures
  Visual pipelines and automated reminders keep deals moving, cutting sales cycles by up to 30%.
• Reduced Admin Overhead
  Automations and bulk emailing handle repetitive tasks, freeing reps to focus on selling.
• Enhanced Team Accountability
  Real-time dashboards and permission controls ensure clarity on responsibilities and performance.
• Lower Subscription Costs
  With annual billing and our Save up to $120 On Pipeline CRM’s Annual Plans offer, you secure top-tier CRM functionality at an unbeatable rate.
• Scalability
  Custom fields, API access, and sandbox testing mean the platform grows with your business—even as processes evolve.

Customer Support

Pipeline CRM’s customer success team is dedicated to your swift adoption and long-term success. From personalized training sessions during your onboarding to in-depth setup assistance, they ensure your implementation is smooth and effective. You’ll never feel left alone while navigating configurations, integrations, or custom workflows.

Ongoing support comes through multiple channels: responsive email support, live chat within the app, and phone assistance for urgent queries. Their knowledge base and help center articles further empower you to troubleshoot any issue at your convenience.

External Reviews and Ratings

On G2, Pipeline CRM holds a solid 4.3-star rating, with users praising its intuitive interface and powerful automation. Capterra reviewers give it 4.5 stars, highlighting the platform’s customizable pipelines and transparent pricing. Trustpilot feedback often notes exceptional customer support and seamless eSign integration.

Some constructive criticisms include requests for more advanced reporting templates and occasional mobile app speed improvements. The Pipeline CRM team is actively addressing these, rolling out monthly updates that expand report customization options and optimize mobile performance.

Educational Resources and Community

Pipeline CRM offers a wealth of learning materials to get the most from your subscription. Their official blog features weekly articles on sales strategy, CRM best practices, and feature deep-dives. Video tutorials cover everything from basic navigation to advanced automation workflows, all accessible on-demand via their YouTube channel.

Additionally, a vibrant online community of users gathers in forums and social media groups to exchange tips, share templates, and troubleshoot together. Regular webinars and regional user-group meetups offer hands-on training and networking opportunities.

Conclusion

Between its tailored sales pipeline tools, powerful automations, and responsive support, Pipeline CRM stands out as an exceptional choice for sales teams of any size. With our exclusive Save up to $120 On Pipeline CRM’s Annual Plans offer, you get unmatched value and accelerate your path to more closed deals.

Don’t wait—lock in this limited-time discount and transform the way you manage sales today. Claim your 14-day free trial on Pipeline CRM now and secure your savings before this deal disappears!