Pipeline CRM

CRM for Salespeople, by Salespeople

Free Trial

Description

Pipeline CRM delivers an intuitive, cloud-based platform tailored for sales professionals seeking to accelerate growth through streamlined pipeline, lead, contract, and team management. The platform enables users to automate sales processes, sync and track emails, manage contracts with integrated eSign, and customize workflows for diverse industries and sales cycles.

With easy onboarding, comprehensive reporting, unlimited data storage, and award-winning support, Pipeline CRM simplifies complex sales operations and supports both small teams and enterprise organizations on their journey to sales success.

Key Features

Sales Pipeline Management: Visualize and track sales deals for business growth
Team Management: Enhance visibility and streamline sales collaboration
Lead Management: Monitor and engage leads throughout the pipeline
Contract Management: Built-in eSign for seamless document workflows
Sales Automation: Automate repetitive processes to improve efficiency
Automated Email Marketing: Bulk emails, templates, drip campaigns, and tracking
Customizability: Custom fields, deal stages, and workflows
Mobile App: Access sales data and pipelines on the go
Map Views & Route Planning: Identify and plan customer visits easily
Unlimited File Storage: Store all documents and records without limits

Use Cases

Streamlining sales pipeline management
Automating routine sales and marketing tasks
Managing contracts with eSign for faster deal closure
Tracking and analyzing team performance
Building and tracking high-converting email campaigns
Coordinating teams and sharing real-time sales data
Customizing workflows for industry-specific needs
Importing and migrating CRM data from other systems

Frequently Asked Questions

What happens during the free trial?

During your 14-day free trial, you will be on the Grow plan to experience the full breadth of CRM capabilities Pipeline CRM offers. An unlimited number of seats can be used during the trial period.

Can I try different plans during my trial?

No, during your free trial, you will be on the Grow plan to fully experience all CRM features Pipeline offers.

What are my billing options?

Most customers use a credit card for monthly or annual fees. Annual invoicing is also available, and other payment methods can be discussed with the sales team.

Will Pipeline CRM integrate with the software tools I am currently using?

Pipeline CRM integrates with widely used business cloud software tools from email and accounting to project management.

What if I need help to get started?

Pipeline CRM provides a series of videos and articles in the Knowledge Base, as well as a Customer Care team. Personalized onboarding services are also available through the Customer Success team.