Pipeline

9.1
Expert ScoreRead review

Pipeline software | Sales CRM Software - Software Resellers

Pipeline software | Sales CRM Software

  • SuperShare
  • Customer Care
  • Integrations
  • Customization
  • Sales Pipeline App
  • Reporting
  • Automation
  • Email Sync

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Made by Salespeople, For Salespeople

Get a sales platform that offers easy setup, seamless integrations, and intuitive tools. With Pipeline CRM, you’ll have everything you need to accelerate sales.

Tools You Already Know How to Use

We’ve built sales enablement tools for 15 years and listened to our customers every step of the way. The result is easy to use, customizable, and fluff-free.

Sales Tools

Win More Deals Faster With Pipeline CRM

Every detail about your sales pipelines, right there when you need it and hidden when you don’t.

Sales Sheet

Like a sheet, but better

See all of your deals in a single, customizable list view. Use filters to find exactly what you’re looking for.

Meet our Care Team

Real people, based in the US, and all expert daily users of Pipeline. Our customer care is second to none.

Integrations Continue using the apps you love.​

Get ready for a seamless transition. From Gmail to QuickBooks, Pipeline CRM offers popular integrations with email providers, marketing, and sales software. So don’t think of a new CRM platform as changing your process, think of it as streamlining it. Save yourself more time and effort, and even discover a new app or two.

Integrations

Pipeline Integrations

integration google 1

Google Apps

Sync your Google Contacts and Calendar with your Pipeline Contacts and Calendar.

integration mailchimp 1

Mailchimp

Connect Pipeline contacts with email marketing campaigns in your Mailchimp account.

integration outlook

Outlook

Keep your Outlook email messages, contacts, and calendar events aligned with your Pipeline CRM.

integration

Excel

Export your leads and deals on demand to create custom dashboards for reporting.

integration quickbooks

QuickBooks

Give your accounts team early access to sales forecasts, share won deals with them, and generate invoices.

60e4d8cecd905123102d432b integration zapier

Zapier

Connect Pipeline to hundreds of different apps, including WuFoo, LinkedIn, and Xero.

60e4d9b965b4353ae4e4f865 integration paycove

Paycove

Instantly send price quotes, estimates, and invoices from Pipeline when you move a deal forward.

60e4d9c5631f7b1ea02e46c8 integration helpscout

Help Scout

Sync details from your customer’s profile to their Help Scout profile for enhanced customer experience.

integration active demand

ActiveDemand

Align your sales and marketing teams by integrating your Pipeline account with this marketing automation platform.

integration meldium 1

Meldium

Log into your Pipeline account automatically, without typing usernames and passwords.

integration userlike

Userlike

Transfer your live chat transcripts and offline messages to your Pipeline account.

integration

INinbox

Import and segment your Pipeline contacts to send automated marketing emails or manual email broadcasts.

integration import2

Import2

Automate your initial data import from other CRMs, such as Zoho, Sugar, or Highrise.

integration bitium

Bitium

Protect your CRM – all user and client data – with state of the art security standards.

integration bedrock data

Bedrock Data

Connect the data between your CRM and other essential business apps in marketing, finance, and operations.

integration 123 formbuilder

123 Form Builder

Automatically import user-submitted data from forms on your website as leads in your Pipeline account.

integration webmerge

WebMerge

Sync Pipeline data with WebMerge and generate quotes, contracts, and more documents.

integration piesync

PieSync

Seamlessly connect your accounts: Google Contacts, Mailchimp, Outlook, Office 365, and more.

integration callrail

CallRail

Use CallRail to capture all your phone conversations with leads and customers, and attach notes to your Pipeline account.

integration

Kixie

Log all sales calls with this enterprise phone service, through a two-way integration with Pipeline.

integration Zapup

Zapup

Automate redundant tasks and create workflows by connecting two or multiple apps to increase productivity

Customization Custom CRM software to suit your unique needs.

Decide which data you need to see first every day, change the colors to suit your brand, and custom name every field. Or if you don’t know exactly what you need yet, get started with our best-practice templates. Change as much or as little as you like. Pipeline CRM is intuitive enough for your small business and robust enough to feel tailored for an enterprise team.

customization

Boost your sales process with personalized details.

customization deal stages

Custom deal stages

Choose the default titles for stages: Qualified Lead, Proposal, Contract, and Signed. Or you can customize these deal stage titles to suit your team’s sales language.

customization colors

Your logo, your colors

Tailor the entire Pipeline CRM interface to match your company brand colors – or any colors you like. You can also replace the Pipeline CRM logo in the top left with your own logo or company name.

customization user permissions

User permissions

Assign permissions for your team members to set what they can see and do within the application. Only those with Executive permission can view all deals, contacts, and leads without restriction.

customization custom fields

Recurring custom fields

Prioritize the customer details that are most important to your business. You can create up to 25 custom fields that will automatically appear on every deal page, such as primary contact information, industry, currency type – anything you need.

customization easy data views

Easy data views

Filters let you get right to the data you need. For example, find people with your zip code, or high-priority deals in the negotiation stage. Then save and share filters, so you can easily get to these preferred list views.

customization one click activity 1

One-click activity notes

Add your most frequent notes as “one-click” activities to save time. Instead of manually typing each time, select that you “made a phone call,” “visited site,” or whatever your most common tasks are.

Sales Pipeline Mobile App

Access your sales pipeline anywhere.

Pipeline CRM mobile CRM for iOS and Android helps you stay on top of your sales while you’re out doing your job. We get it, on-the-go salespeople are usually on their phone more than their desktop. Now you can manage contacts from your car, check customer history or deal details while you’re walking to a meeting, and get real-time insights to help close more deals. Mobile-specific sales means minimal taps and customizable features. Work with the data you need, when you need it.

mobile crm v2

Simple and sales-focused mobile features.

mobile business card scanner

Mobile business card scanner

With the mobile business card scanner you can go from card to Pipeline CRM contact instantly. You can create CRM contacts from business card photos you’ve taken in the past. Add multiple new contacts without leaving the app.

mobile geolocation

Nearby geolocation feature

Instantly access a map of a contact’s location from Pipeline’s CRM leading CRM mobile app. View multiple contact locations where you are, help your sales team meet clients faster, and make the most use of their time out in the field.

mobile pipeline

One-click activity notes

Save time by adding your most frequent notes as “one-click” activities. Instead of manually typing, with just one click you can add common activities such as “made a phone call” or “signed contract”.

mobile talk to

Talk-to-text records

Record and store all of your field sales activities while it’s fresh in your mind, and it will be converted to text. No more manually typing in your notes while you’re on the go.

mobile pipeline notifications 1 copy

Real-time notifications

Receive phone alerts when someone mentions you on a lead, contact, or ongoing deal. Stay up-to-date with recently won or lost deals, stage changes, and more pipeline updates.

mobile agenda

Tasks and calendars

Update, organize, and view your calendar from the app. Get quicker access to priority contacts and leads you’ve recently interacted with.

Tracking & Reporting

Easily track data and create powerful reports.

Get the proof you need to make smarter, data-driven business decisions. Track your team’s performance metrics, the types of deals you acquire, and their performance across time, or any custom data point you want. Then create comparison charts to view the types of leads or team members that bring the most revenue, or the success of certain deals over their sales lifecycle. And when you want to share the results, our reports are shareable across your team. There’s no more disconnect with what your sales reps are doing. Easily integrate with Excel and Google Sheets.

reporting

Automation

Automations

More time selling and less time updating.

Sales automations is the future of the sales profession – they save time and help you work smarter. Pipeline CRM can help you add efficient workflows to your sales process. Free up time for selling and engaging your leads across multiple channels for greater success. Allow your sales team to focus on their most valuable tasks. They’ll get activity reminders, suggested next steps, and easily share progress across their team as leads move through the sales pipeline to become closed deals.

Features to improve your job (and sales).

mobile pipeline

Streamlined pipeline

Let Pipeline CRM facilitate your sales process by automatically assigning tasks and updating leads as they move through the sales pipeline. Get real-time visibility into your pipeline, from start to finish.

automations manager notification

Shared updates

Update once, update everywhere. Automated actions will instantly notify sales managers and other team members when deals are closed, milestones are reached, and more.

automations next steps

'Next step' suggestions

Automatically prompt the next move on a deal. Pipeline CRM will help your salespeople maintain focus and stay on track with the best action to take at every stage in the process.

Email Sync

Manage emails in your sales pipeline.

Send, receive, and track your emails in the same place you track your pipeline: with Pipeline CRM email sync. This way, there’s no more switching back and forth or spending hours looking for important emails. Email sync streamlines your workflow. The full history of your sales communication is in one easy-to-filter place, and less deals slip through the cracks as a result. Pipeline CRM email sync feature integrates with cloud-based email applications like Gmail and Outlook.

Email

Boost your sales process with personalized details.

email template

Team Communication

Share everything with your team. Reuse and share your most successful email templates to get better together. Add team members to certain deals to automatically share emails without messy CC’s or BCC’s.

email tracking

Email tracking

Track all your email messages, opens, clicks, and downloads automatically as activities in your account. You’ll know who to advance through your pipeline and when to contact them.

email campaign

Campaigns

Schedule to send a mass email campaign from Pipeline CRM. Use filters to target and send personalized emails to members of a predefined group. Then use Pipeline CRM tracking to monitor the campaign’s success.

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