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
See all use cases See less use cases

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

"Pipeline CRM is simple, clear, and concise. It's not bogged down with a lot of extra noise. It was very difficult to get compliance with previous tools. Now we're capturing all the information we need in one system that's easy to access. That in and... of itself is transformative." - Margaret Pagel

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 can Pipeline CRM optimize your Engagement Management Workflow?

What Are the key features of Pipeline CRM for Lead Tracking?

How can Pipeline CRM enhance your Communication Management process?

What solutions does Pipeline CRM provide for Contact List Management?

How efficiently Does Pipeline CRM manage your 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

Margaret Pagel

VP of Sales and Marketing

8th Light

Pipeline CRM is simple, clear, and concise. It's not bogged down with a lot of extra noise. It was very difficult to get compliance with previous tools. Now we're capturing all the information we need in one system that's easy to access. That in and of itself is transformative. Testimonial By Margaret Pagel
Pipeline CRM testimonial

Tammy Mette

Accounting Manager

VRS Trucking

Our line of work can get complex but Pipeline CRM keeps everyone organized. Testimonial By Tammy Mette
Pipeline CRM testimonial

Jeff Vaughn

Vice President of Sales

Trailer Bridge

Our usage of Pipeline CRM has been curving up dramatically because we are growing. The larger we get, the more we need it. We call it 'living in Pipeline CRM. Testimonial By Jeff Vaughn
CUSTOMERS TESTIMONIALS
Pipeline CRM testimonial

Margaret Pagel

VP of Sales and Marketing

8th Light

Pipeline CRM is simple, clear, and concise. It's not bogged down with a lot of extra noise. It was very difficult to get compliance with previous tools. Now we're capturing all the information we need in one system that's easy to access. That in and of itself is transformative. Testimonial By Margaret Pagel
Pipeline CRM testimonial

Tammy Mette

Accounting Manager

VRS Trucking

Our line of work can get complex but Pipeline CRM keeps everyone organized. Testimonial By Tammy Mette
Pipeline CRM testimonial

Jeff Vaughn

Vice President of Sales

Trailer Bridge

Our usage of Pipeline CRM has been curving up dramatically because we are growing. The larger we get, the more we need it. We call it 'living in Pipeline CRM. Testimonial By Jeff Vaughn

StockPKG - B2B Commerce Industry

Pipeline CRM helped StockPKG track and manage recurring business. Before, StockPKG could not track deals or customer activity. With Pipeline CRM, they now track every part of their sales process. Man...agers use the platform to monitor sales rep productivity. StockPKG saw a 100% increase in trackability and a 25-30% boost in productivity. The CRM also helped them handle 200 new customers each month.

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.

Team Destroyer and Jacksonville Sharks - Sports

Pipeline CRM helped Team Destroyer and Jacksonville Sharks fix their sales process. Their old CRM was hard to use and did not give good data. With Pipeline CRM, they now have 100% visibility into the...ir sales pipeline. The whole sales team uses it every day. Sales are on track to grow by 20% next year.

SG Partners - Management Consulting

Pipeline CRM helped SG Partners deliver better sales consulting to their clients. SG Partners needed a CRM that was easy to use and reliable. They chose Pipeline CRM over Salesforce, Pipedrive, and Z...oho. The CRM made it easier for SG Partners' clients to manage sales and see results. Clients who started using Pipeline CRM with SG Partners still use it and are happy with the product.

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.

SunX Solar - Consumer Services

Pipeline CRM helped SunX Solar move from paper and spreadsheets to a digital sales process. The team now uses tablets and Pipeline CRM to track sales and service, making work easier. SunX Solar saved... over $20,000 a year by switching from direct mail to email campaigns with Pipeline CRM. The company doubled its revenue after using Pipeline CRM. Sales staff can now follow up quickly with customers, helping close more deals.

Pipeline CRM Integrates with QuickBooks Two Way Sync

Video Thumbnail

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