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.

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

"The clients that I introduced Pipeline CRM to over the years are still using it today and they absolutely love it. That's a great testimony to the product. It keeps getting better." - Michael Lang

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 makes Pipeline CRM ideal for Engagement Management?

What makes Pipeline CRM ideal for Lead Tracking?

What benefits does Pipeline CRM offer for Communication Management?

What makes Pipeline CRM ideal for Contact List Management?

How efficiently Does Pipeline CRM manage your 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
Pipeline CRM testimonial

Michael Lang

CEO

SG Partners

The clients that I introduced Pipeline CRM to over the years are still using it today and they absolutely love it. That's a great testimony to the product. It keeps getting better. Testimonial By Michael Lang
Pipeline CRM testimonial

Kim Hicks

Sales Administrator

Cornerstone Flooring

With Pipeline CRM, we're communicating better and closing deals much faster. The best thing is the reporting. All the information we need to accelerate our business is right at our fingertips. Testimonial By Kim Hicks
Pipeline CRM testimonial

Grant Hensarling

Database Manager

WLS Companies

PipelineCRM hit all of our checkmarks, offering everything we need in a CRM. It's customizable. It's affordable for our size company. It was clearly the right fit. Testimonial By Grant Hensarling
CUSTOMERS TESTIMONIALS
Pipeline CRM testimonial

Michael Lang

CEO

SG Partners

The clients that I introduced Pipeline CRM to over the years are still using it today and they absolutely love it. That's a great testimony to the product. It keeps getting better. Testimonial By Michael Lang
Pipeline CRM testimonial

Kim Hicks

Sales Administrator

Cornerstone Flooring

With Pipeline CRM, we're communicating better and closing deals much faster. The best thing is the reporting. All the information we need to accelerate our business is right at our fingertips. Testimonial By Kim Hicks
Pipeline CRM testimonial

Grant Hensarling

Database Manager

WLS Companies

PipelineCRM hit all of our checkmarks, offering everything we need in a CRM. It's customizable. It's affordable for our size company. It was clearly the right fit. Testimonial By Grant Hensarling

Case Studies

COMPANY INDUSTRY CASE STUDIES
Pipeline CRM case study
Construction
Construction
Case Study Webfoot Painting

How Webfoot Painting averages 35 percent growth year over year with Pipeline CRM

Read More
Pipeline CRM case study
Retail
Retail
Case Study MaxSold

How MaxSold grows their business by almost a 100 percent margin when switching to Pipeline CRM

Read More
Pipeline CRM case study
Management Consulting
Management Consulting
Case Study SG Partners

How SG Partners Inspires Companies To Win With Pipeline CRM

Read More

Video

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?

Freshsales, Copper, Insightly CRM and Pipedrive 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

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.

27/11/2024 - source

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

25/05/2024 - source

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

22/04/2024 - source

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

19/04/2024 - source

Pipeline CRM Profile

Company Name

Pipeline CRM

Company Website

https://pipelinecrm.com/

Year Founded

2006

HQ Location

1008 Western Ave, Seattle, WA 98104

Employees

11-50

Social

Financials

SERIES A