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About Pipeline CRM

Pipeline CRM (formerly PipelineDeals) is a customer relationship management (CRM) software for businesses that provides easy-to-use sales tools built for sales teams, helping them close deals faster. The software provides easy to use and customisable tools that assist in accelerating sales. It allows users to see all of their deals in a single list view. This list can be filtered out to find the exact information quickly. It creates users’ pipeline accounts that help them to convert leads to cross-sell, upsell, renewal and ongoing relationships further. The software allows remote sales teams to work seamlessly with features that support task and deal assignment, collaborative pipeline management, deal sharing & commenting and conversations. Moreover, Pipeline CRM allows users to set a daily agenda that builds itself as the work proceeds so that businesses automatically know what they have to do about the deals or associated person.

Screenshots & Videos

List View screenshot
Deal Profile screenshot
People screenshot
Video Thumbnail
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Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    99%
  • Reviews
    85%
  • Momentum
    62%
  • Popularity
    76%

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • Medium Business
  • Small Business
  • Freelancers

API Support

  • Available

Modes of Support

  • Business Hours, Online

Pipeline CRM Awards

Pipeline CRM Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
    99%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Pipeline CRM Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

MONTHLY YEARLY

Screenshots of Vendor Pricing Page

Pricing screenshot
Pricing screenshot

Disclaimer: The pricing details were last updated on 02/02/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Pipeline CRM Pricing.

Pipeline CRM Alternatives

View All Pipeline CRM Alternatives

Pipeline CRM Reviews

User Rating

4.5/5 (Based on 1,438 Ratings)

Ratings Distribution

  • Excellent

    62.9%
  • Very Good

    28.9%
  • Average

    5.7%
  • Poor

    1.6%
  • Terrible

    0.8%

Do You Use Pipeline CRM?

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Review Summary

PipelineDeals is lauded for its intuitive interface, ease of use, and customizable features that cater to various sales processes. Users appreciate its visual pipeline view, drag-and-drop functionality, and robust reporting capabilities. However, some reviewers express concerns regarding limited integrations, occasional glitches, and the need for improved customer support. Overall, PipelineDeals is generally well-received for its user-friendly design, flexibility, and ability to streamline sales management, making it a contender in the CRM software market.

Pros

  • Simple, intuitive user interface for easy navigation and swift onboarding.
  • Robust customization options to tailor sales processes and workflows.
  • Powerful reporting and analytics capabilities for datadriven decisionmaking.
  • Seamless integration with various thirdparty applications for enhanced productivity.

Cons

  • Limited automation capabilities compared to more advanced CRM solutions.
  • Occasional performance issues reported by some users during peak usage times.
  • Steep learning curve for complex functionalities, requiring dedicated training.
  • Limited customer support options outside regular business hours.

Pipeline CRM User Reviews

AI-Generated from the text of User Reviews

Videos on Pipeline CRM

Pipeline CRM Screenshots

Pipeline CRM FAQs

What is Pipeline CRM used for?

Pipeline CRM is CRM Software. Pipeline CRM offers the following functionalities:

  • AI Assistant
  • Real-time Data Sync
  • Omnichannel Customer Engagement
  • Predictive Analytics
  • Dedicated Phone Line Integration
  • IoT Integration
  • Customer Segmentation
  • Opportunity Management
  • Sales Force Automation
  • Customization
  • Territory Management
  • Reporting (Analytics)
  • Order Management
  • Collaboration Tools
  • Lead Management
  • Quotes (Proposals)
  • List Management
  • Customer Support
  • Marketing Automation
  • Referral Tracking
  • Project Management
  • Lead Scoring
  • Product Catalog
  • Call Logging
  • Contact Management
  • Document Management

Learn more about Pipeline CRM features.

What are the top alternatives for Pipeline CRM?

Does Pipeline CRM provide API?

Yes, Pipeline CRM provides API.

Pipeline CRM Contact

Vendor Details

Seattle, Washington Founded : 2006

Contact Details

+1 866-702-7303

https://pipelinecrm.com/

Social Media Handles

Grid Report for Pipeline CRM

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Customers

Monograma
Matific
Fujifilm
RCG Ventures
Reece Supply Company
PremCom
Rainier Custom Homes
Wire Stone Digital Marketing
TENMAT
MGECOM

Pipeline CRM Integrations

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