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Pipeline CRM

Unlock the true potential of your sales team for closing more deals

(1,467 Ratings) Write Review

What is Pipeline CRM and how does it work? 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.

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Pipeline CRM Awards

Pipeline CRM Features Show All Features

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.

Pipeline CRM Technical details

Support	Business Hours Online	Customer Type	Freelancers Medium Business Small Business
API		Location / Phone Number	Seattle, Washington / +1 866-702-7303
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Official Website	https://pipelinecrm.com/
Deployment	SaaS/Web/Cloud Mobile - Android Mobile - iOS	Category	CRM Software

Pipeline CRM Pricing

Pricing ModelFree Trial , Subscription

MONTHLY YEARLY

Start Plan

$25 /User/Month Billed Yearly

A CRM that empowers smaller teams to manage leads effectively

Features

1 Sales Pipeline
People
250 Deals per account (Active deals)
Companies/Customers
Unlimited file storage
Deal and Activity reporting
Import Data Excel or CSV
5 Exports per user per month
25 Custom Fields
Locked Fields
Required Fields
250 Email Trackings Per User
1 Automation
Task Templates
Goal Dashboard - Team/Individual
Share lists with internal users
SSO
1 Team

Develop

$33 /User/Month Billed Yearly

Accelerate real growth through customer relationship deatures and project management.

Features:

2 Sales Pipelines
People
2500 Deals per account (Active deals)
Companies/Customers
Unlimited file storage
Deal and Activity reporting
Import Data Excel or CSV
Unlimited Exports per user per month
35 Custom Fields
Locked Fields
Required Fields
Unlimited Email Trackings Per User
10 Automations
Task Templates
Goal Dashboard - Team/Individual
Performance Pulse
Milestones
Share lists with internal users
2 Free Read only Users
SuperShare with External Partners
SSO
2 Teams

Grow

$49 /User/Month Billed Yearly

Automate processes and use advanced analytics and email solutions to grow your business.

Features:

5 Sales Pipelines
People
Unlimited Deals per account (Active deals)
Companies/Customers
Unlimited file storage
Deal and Activity reporting
Import Data Excel or CSV
Unlimited Exports per user per month
Unlimited Custom Fields
Locked Fields
Required Fields
Conditional Formatting
De-Duplication(people) Feature
Unlimited Email Trackings Per User
Email Templates
Email Campaigns
20 Automations
Task Templates
Goal Dashboard - Team/Individual
Performance Pulse
Milestones
Hindsight
Deal Intelligence Fields
Share lists with internal users
Advanced Visibility
2 Free Read only Users
SuperShare with External Partners
SSO
Unlimited Team

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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.

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