Pipeline CRM Overview
Pipeline CRM is a fast, easy-to-set-up sales CRM software and pipeline management system with awesome features. A free trial is available.
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.
Business Priorities
Increase Sales & Revenue and Acquire Customers are the most popular business priorities that customers and associates have achieved using Pipeline CRM.
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
"Our line of work can get complex but Pipeline CRM keeps everyone organized." - Tammy Mette
Pipeline CRM, Freshsales, Copper, Insightly CRM, Pipedrive, 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.
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.
Comprehensive Insights on Pipeline CRM Use Cases
What benefits does Pipeline CRM offer for Engagement Management?
What Are the key features of Pipeline CRM for Lead Tracking?
How does Pipeline CRM facilitate Communication Management?
Why is Pipeline CRM the best choice for Contact List Management?
What makes Pipeline CRM ideal for Deal Management?
72+ more Business Use Cases
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.
Customer Testimonials
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Our line of work can get complex but Pipeline CRM keeps everyone organized. Testimonial By Tammy Mette |
|
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 |
|
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 |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Tammy Mette Accounting Manager VRS Trucking |
Our line of work can get complex but Pipeline CRM keeps everyone organized. Testimonial By Tammy Mette |
|
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 |
|
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 |
Case Studies
| COMPANY | INDUSTRY | CASE STUDIES |
|---|---|---|
Manufacturing
|
Manufacturing |
Case Study WLS CompaniesRead More |
Transportation/Trucking/Railroad
|
Transportation/Trucking/Railroad |
Case Study Carolina ThomasRead More |
Retail
|
Retail |
Case Study StockPKGRead More |
Video
Pipeline CRM Integrates with QuickBooks Two Way Sync
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?
What are the top features of Pipeline CRM?
Who uses Pipeline CRM?
What are Pipeline CRM alternatives?
Where is Pipeline CRM located?
Peers used Pipeline CRM for engagement management and lead tracking
Pipeline CRM Competitors
Pipeline CRM Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (80) |
| Custom Reports | Read Reviews (887) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (5) |
| Analytics | Read Reviews (80) |
| Custom Reports | Read Reviews (887) |
Software Failure Risk Guidance
?for Pipeline CRM
Overall Risk Meter
Top Failure Risks for Pipeline CRM
Pipeline CRM News
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.
Pipeline CRM Feeds
Lead Generation Tools for Marketing Agencies
It’s the industry’s dirty secret. The biggest problem marketing agencies face is the same problem they’re trying to solve for clients. Can you guess what it is? It’s marketing. Agencies filled with exceptional marketers are struggling to generate leads for their own businesses. If your marketing agencies also experience the same problems, stick… Continue reading Lead Generation Tools for Marketing Agencies
Reasons to Use Pipeline and QuickBooks CRM Integration for Accounting Automation
Does invoice management steal time from closing deals? You’re not alone. A whopping two-thirds of businesses spend more than five days a month just on invoicing! This inefficiency can lead to a domino effect of problems, including delayed responses, cash flow problems, and unhappy customers. Stop getting drowned in accounting work and focus on… Continue reading Reasons to Use Pipeline and QuickBooks CRM Integration for Accounting Automation
Pipeline CRM Integrations for Logistics Companies
As a logistics company, your business needs software to run. Without stating the obvious, you need a mix of software tools like CRM for logistics to manage your company well. All these tools need to work together. Because if not, the consequences are steep and expensive. This includes declining rates of productivity and poor CRM… Continue reading Pipeline CRM Integrations for Logistics Companies
Pipeline CRM Profile
HQ Location
1008 Western Ave, Seattle, WA 98104
Employees
11-50
Social
Financials
SERIES A
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