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What Is Pipeline CRM?

Pipeline CRM is a cloud-based customer relationship management platform built by sales experts for sales teams. It centralizes all your deal data into a visual, customizable interface so you can track prospects from first contact to signed contract. Whether you’re a small startup or a growing enterprise, Pipeline CRM adapts to your team’s workflow, offering features like kanban boards, automation, and built-in eSign to make sure no opportunity slips through the cracks.

Features

Pipeline CRM comes loaded with tools designed to boost productivity, enhance collaboration, and accelerate revenue. Here’s a deep dive into its standout capabilities:

Sales Pipeline Management

Visualizing your deals at a glance has never been easier. Pipeline CRM’s kanban-style boards let you drag and drop opportunities through customizable stages, ensuring you always know which deals need attention.

• Custom deal stages: Rename or reorder stages to match your sales cycle.
• Drag-and-drop interface: Quickly shift deals forward when milestones are met.
• Pipeline overview: Spot bottlenecks and high-value prospects in seconds.

Sales Team Management

Empower your reps with transparency and accountability. Assign roles, set targets, and spark healthy competition through built-in leaderboards and performance dashboards.

• Team dashboards: View individual and group progress in real time.
• Activity tracking: Monitor calls, emails, and meetings to keep reps on track.
• Internal notes & @mentions: Collaborate seamlessly and share insights on deals.

Lead Management

Never let a promising lead slip away. Pipeline CRM consolidates all inbound prospects, automates follow-ups, and scores leads so you can focus on the hottest opportunities first.

• Automatic lead capture: Sync web forms, email inquiries, and chat messages directly.
• Lead scoring: Prioritize based on engagement, demographics, or custom criteria.
• Nurturing sequences: Set up drip campaigns to keep leads warm.

Contract Management

Close deals faster by managing proposals and agreements without leaving your CRM. Create, send, and track contracts with integrated electronic signatures.

• Native eSign: Eliminate third-party signing tools and accelerate closing.
• Document templates: Reuse your most successful proposals in seconds.
• Audit trail: See who viewed, signed, or downloaded your contracts.

Customizability

Fit the CRM to your process, not the other way around. Pipeline CRM offers extensive customization so you can capture the data that matters most.

• Custom fields: Add up to 25 bespoke fields per deal or contact.
• Custom deal stages: Tailor the sales journey to your unique pipeline.
• Personalized views: Save filters and layouts for different users or teams.

Bulk Emails

Communicate with prospects en masse while keeping it personal. Use built-in email campaigns and tracking to hit larger audiences without losing that one-to-one feel.

• Email templates: Standardize messaging and speed up outreach.
• Open/click tracking: Measure engagement with real-time metrics.
• Merge tags: Personalize subject lines and email bodies automatically.

Native eSign

No more chasing signatures across multiple platforms. Pipeline CRM’s native electronic signature tool keeps agreements moving and fully integrated with your deal records.

• Instant notifications: Get alerts when a document is signed.
• Secure signing: Protected with industry-standard encryption.
• Integrated storage: Store signed contracts alongside the relevant deal.

Automations

Automate repetitive tasks to free up your team’s time for what they do best: selling. Pipeline CRM’s workflows handle the busywork so reps can focus on closing.

• Automated follow-ups: Trigger emails or tasks based on deal movements.
• Task reminders: Assign follow-up actions when deals hit specific stages.
• Conditional logic: Create multi-step sequences tailored to your criteria.

Easy Integrations

Connect Pipeline CRM with your favorite tools for a seamless sales stack. Over 500 native integrations ensure data flows where you need it.

• Mail clients: Sync with Outlook, Gmail, and more for full email tracking.
• Marketing platforms: Link to Mailchimp, HubSpot, and others for unified lead management.
• Map Views & Route Planning: Visualize client locations and plan visits efficiently.

Mobile App

Manage your pipeline on the go with native iOS and Android apps. Update deals, log calls, and review dashboards no matter where you are.

• Offline access: View your data even without a connection.
• Push notifications: Never miss a follow-up or contract request.
• Call logging: Record call details instantly and attach them to deals.

Pricing

Pipeline CRM offers four straightforward plans—each with a free 14-day trial and no credit card required—so you can pick the tier that best matches your needs.

• Lite (US$24/seat/mo): Ideal for small teams or solos. Includes lead, calendar, and pipeline management plus AI-powered reporting and over 500 integrations.
• Growth (US$49/seat/mo): Great for scaling teams. Adds full email sync with tracking, nurturing sequences, subscription/forecast reports, and live chat support.
• Premium (US$79/seat/mo): Our most popular plan. Includes everything in Growth plus lead generation/routing, advanced AI multi-email tools, contracts & e-signatures, and enhanced customization.
• Ultimate (US$99/seat/mo): For enterprises needing top security and testing. Adds fortified account security, phone/email data enrichment, sandbox environment, and maximized usage limits.

Ready to lock in your savings? Don’t forget: Claim your 14-day Free Trial on Pipeline CRM today and Save up to $120 On Pipeline CRM’s Annual Plans.

Benefits to the User (Value for Money)

Investing in Pipeline CRM pays dividends well beyond the sticker price. Here’s why this platform delivers exceptional ROI:

• Accelerated deal closures: Visual pipelines and automation reduce manual work, letting your team spend more time selling.
• Scalable pricing: Grow from Lite to Ultimate seamlessly, ensuring you only pay for the features you need.
• Improved forecasting accuracy: Historical trend analysis helps predict revenue with confidence.
• Reduced admin hours: Automated tasks and email campaigns cut down on repetitive chores by up to 50 %.
• Unlimited file storage: Store all contracts and collateral at no extra cost, avoiding surprise overruns.

Customer Support

Pipeline CRM’s customer success team is renowned for responsiveness and expertise. Whether you prefer email, live chat, or scheduled training sessions, you’ll find help within minutes, not hours. The support staff comprises seasoned CRM strategists who understand sales team challenges firsthand.

Beyond reactive troubleshooting, Pipeline CRM offers personalized onboarding and ongoing guidance. You’ll receive tailored walkthroughs of your workspace, best-practice recommendations, and regular check-ins to ensure your team is extracting maximum value from every feature.

External Reviews and Ratings

Across review platforms, Pipeline CRM shines. On G2, it averages 4.5 stars from over 1,000 users who praise its intuitive UI and robust automation. Capterra reviewers highlight the seamless integrations and how quickly teams adapt to the kanban boards.

Some users mention occasional performance lags when handling extremely large datasets, but Pipeline’s engineering team is actively rolling out optimizations. A few customers have also requested deeper marketing automation—feedback that’s being addressed via new API endpoints and native email sequence enhancements.

Educational Resources and Community

Learning Pipeline CRM is a breeze thanks to its extensive knowledge base, video tutorials, and step-by-step guides. The official blog regularly publishes best practices on topics like sales forecasting, pipeline structuring, and contract optimization. You’ll also find free webinars led by seasoned sales leaders.

Beyond official channels, an active online community thrives on platforms such as Reddit and LinkedIn Groups. Users share custom workflow templates, tips for crafting engaging email campaigns, and real-world success stories—making it simple to glean insights from peers across industries.

Conclusion

At the end of the day, Pipeline CRM offers a perfect blend of powerful features, user-friendly design, and top-notch support. From visual pipeline boards to native eSign and AI-powered reporting, every tool is built to help your team close more deals, faster—and at a fraction of the typical cost.

If you’re ready to take your sales process to the next level and Save up to $120 On Pipeline CRM’s Annual Plans, don’t wait. Midway through your research or as you finalize budgeting, keep this exclusive offer—and the unbeatable value–front of mind.

Claim your 14-day Free Trial on Pipeline CRM today and start closing more deals with confidence.