Pipeline CRM Overview

Pipeline CRM enhances sales performance by offering a user-friendly CRM and pipeline management system tailored for sales teams. Designed by salespeople for salespeople, it simplifies the setup process and accelerates deal closure. Its standout features include integrated eSignatures, which reduce costs and save time, and automation capabilities that streamline sales processes. Pipeline CRM supports diverse industry needs, including construction, where it aids in tracking and following up on bids. With award-winning support and a focus on practical solutions, businesses can expect improved sales outcomes and efficient pipeline management.

Use Cases

Customers recommend Engagement Management, Lead Tracking, Communication Management, as the business use cases that they have been most satisfied with while using Pipeline CRM.

Other use cases:

  • Contact List Management
  • Deal Management
  • Lead Management
  • Sales Document Management
  • Collaboration
  • Promotion Management
  • Discount Management
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Business Priorities

Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Pipeline CRM.

Other priorities:

  • Enhance Customer Relationships
  • Improve Internal Communications
  • Improve ROI
  • Grow Market Share
  • Improve Stakeholder Relations
  • Scale Best Practices
  • Enter New Markets Internationally Or Locally
  • Launch New Products
  • Improve Navigation
  • Improve Visibility
  • Shorten Ramp Up Time
  • Establish Thought Leadership
See all business priorities See less business priorities

Pipeline CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Pipeline CRM works with different mediums / channels such as E-Mail. and Phone Calls.

Pipeline CRM's features include Personalization, Recording, Dashboard, etc. and Pipeline CRM support capabilities include Chat Support, Email Support, Phone Support, etc. also Pipeline CRM analytics capabilities include Analytics, and Custom Reports.

Reviews

"We've doubled our revenue since we started using Pipeline CRM. It put everyone on the same page and allowed our company to work seamlessly. And that has allowed us to grow as a company." - Dan Stifle

Pipeline CRM, Less Annoying CRM, Teamgate CRM, monday sales CRM, ClickUp, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Pipeline CRM is a fast, easy-to-set-up sales CRM software and pipeline management system with awesome features. A free trial is available.

Popular Business Setting

for Pipeline CRM

Top Industries

  • Transportation/Trucking/Railroad
  • Construction
  • Management Consulting

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Pipeline CRM is popular in Transportation/Trucking/Railroad, Construction, and Management Consulting and is widely used by Small Business, Mid Market, and Enterprise.

Pipeline CRM Customer wins, Customer success stories, Case studies

How does Pipeline CRM facilitate Engagement Management?

How can Pipeline CRM enhance your Lead Tracking process?

What solutions does Pipeline CRM provide for Communication Management?

How can Pipeline CRM enhance your Contact List Management process?

What makes Pipeline CRM ideal for Deal Management?

11 buyers and buying teams have used Cuspera to assess how well Pipeline CRM solved their CRM needs. Cuspera uses 6848 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS TESTIMONIALS
Pipeline CRM testimonial

Dan Stifle

Partner

SunX Solar

We've doubled our revenue since we started using Pipeline CRM. It put everyone on the same page and allowed our company to work seamlessly. And that has allowed us to grow as a company. Testimonial By Dan Stifle
Pipeline CRM testimonial

Suzanne Croisdale

VP of Sales

PremCom

It's a big project switching to a different CRM. Onboarding Services figured it out, as opposed to me learning it all first and then making a decision. Testimonial By Suzanne Croisdale
Pipeline CRM testimonial

Gavin Hepp

Owner

Webfoot Painting

I think it doesn't matter what you do in life, just be the absolute best at it. And that's what we aspire to do. Testimonial By Gavin Hepp
CUSTOMERS TESTIMONIALS
Pipeline CRM testimonial

Dan Stifle

Partner

SunX Solar

We've doubled our revenue since we started using Pipeline CRM. It put everyone on the same page and allowed our company to work seamlessly. And that has allowed us to grow as a company. Testimonial By Dan Stifle
Pipeline CRM testimonial

Suzanne Croisdale

VP of Sales

PremCom

It's a big project switching to a different CRM. Onboarding Services figured it out, as opposed to me learning it all first and then making a decision. Testimonial By Suzanne Croisdale
Pipeline CRM testimonial

Gavin Hepp

Owner

Webfoot Painting

I think it doesn't matter what you do in life, just be the absolute best at it. And that's what we aspire to do. Testimonial By Gavin Hepp
 

5 Route Planning and Optimization Software for Sales Teams to Close More Deals

XpressConnect uses Pipeline CRM to personalize outreach to 70,000 contacts, highlighting features like sales automation, email tools, and integrations for industries like construction and real estate.

Read more →

Reno Renovation - Construction

Pipeline CRM helped Reno Renovation move from Excel spreadsheets to a streamlined CRM system. The company faced problems with errors and lost data in spreadsheets. After switching to Pipeline CRM, th...ey improved efficiency and kept clients and staff better informed. As a result, Reno Renovation grew its business by 10% each year for the past two years. The team was able to hire more staff and take on more projects.

Read more →

GlobalTranz - Transportation/trucking/railroad

Pipeline CRM helped GlobalTranz, a leading 3PL provider, improve its agent recruiting process. The team switched from Microsoft Access to Pipeline CRM to better track sales-recruiting leads and manag...e agent relationships. With Pipeline CRM, GlobalTranz grew agent partnerships by 63%. The company also gained additional six-figure gross profit using Contact Management. Productivity increased year over year.

Read more →

PremCom - Professional Services

Pipeline CRM Onboarding Services helped PremCom gain 100% sales pipeline visibility within weeks. PremCom struggled with previous CRM systems that did not fit their needs. Pipeline CRM implemented th...e new system in about 2 weeks. The solution provided easy access to customizable forecasting and sales activity insights. PremCom now has full visibility into their sales process and improved sales management.

Read more →

Rainier Custom Homes - Construction

Pipeline CRM helped Rainier Custom Homes cut their sales cycle from 130 days to 62 days. The company switched from BuilderTrend to Pipeline CRM to improve client relationship management. This change ...led to a 53% faster sales cycle. Now, 80% of their leads come from client referrals. Clients are more satisfied and often become business ambassadors.

Read more →

ICI Foods - Food & Beverages

Pipeline CRM helped ICI Foods improve their sales and procurement processes. ICI Foods used custom deal templates to track sales better. They set up a margin management system to make competitive quo...tes. The team gained more visibility into deal closing rates and bottlenecks. This led to better teamwork and more revenue opportunities for ICI Foods.

Read more →

Pipeline CRM Integrates with QuickBooks Two Way Sync

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Frequently Asked Questions(FAQ)

for Pipeline CRM

What is Pipeline CRM?

Pipeline CRM is a sales pipeline enablement CRM platform designed for sales teams to help enhance and boost sales.

The primary solutions offered by the platform include Sales pipeline management, lead management, contact management and sales team management. All these solutions feature customization, workflow automation, sales pipeline app, metrics / KPIs reporting, email and SuperShare. The tool also offers Pipeline CRM integration with platforms like Microsoft Outlook, Google Sheets, Excel, Gmail, Mailchimp, etc.

The platform tracks every deal and shares the account lists with the employees to help them achieve their targets. Also, it gives full visibility on customer accounts both pre- and post-sales so that the team can manage key deliverables, milestones, project details, and deadlines.

What is Pipeline CRM used for?

Pipeline CRM is a CRM Software mainly used by its customers to Increase Sales & Revenue and Acquire Customers by Engagement Management, Lead Tracking and Communication Management .

What are the top features of Pipeline CRM?

Personalization, Recording and Dashboard are some of the top features of Pipeline CRM.

Who uses Pipeline CRM?

Pipeline CRM is used by Transportation/Trucking/Railroad, Construction and Management Consulting among other industries.

What are Pipeline CRM alternatives?

Less Annoying CRM, Teamgate CRM, Monday Sales CRM and ClickUp are popular alternatives for Pipeline CRM.

Where is Pipeline CRM located?

Pipeline CRM is headquartered at 1008 Western Ave, Seattle, WA 98104.
lightning

Peers used Pipeline CRM for engagement management and lead tracking

Pipeline CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.25/5 ★

Read Reviews (5)
Analytics

3.86/5 ★

Read Reviews (80)
Custom Reports

3.46/5 ★

Read Reviews (887)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.25/5 ★

Read Reviews (5)
Analytics

3.86/5 ★

Read Reviews (80)
Custom Reports

3.46/5 ★

Read Reviews (887)

Software Failure Risk Guidance

?

for Pipeline CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Pipeline CRM

PipelineDeals, LLC News

Product

Zapier Integrations and Pipeline CRM: 10 Automations That Eliminate Manual Data Entry

Pipeline CRM has integrated with Zapier to automate data entry tasks, enhancing sales productivity. This integration allows sales teams to automate processes such as lead capture, contact syncing, task creation, and meeting scheduling. By eliminating manual data entry, sales reps can focus on selling, leading to increased conversion rates and improved client communication. The integration supports various tools like Google Contacts, Asana, and Trello, demonstrating significant efficiency gains for users.

PipelineDeals, LLC Profile

Company Name

PipelineDeals, LLC

Company Website

https://pipelinecrm.com/

Year Founded

2006

HQ Location

1008 Western Ave, Seattle, WA 98104

Employees

11-50

Social

Financials

SERIES A