About Pipeline CRM
Pipeline CRM is a customer relationship management software from SaaS Group designed to manage sales processes and customer interactions. It provides contact management, sales pipeline visualization, and task automation so users can keep track of leads and improve follow-up efficiency. This platform is designed for teams seeking to improve their client relationships and boost sales performance. Pipeline CRM supports customizable dashboards for tracking metrics, email integration for communication, reporting tools for data analysis, mobile access for on-the-go management, and collaboration features for team coordination. Key capabilities: contact management sales pipeline visualization task automation customizable dashboards reporting tools Best for: sales teams that need to manage client relationships and sales processes effectively.
Pipeline CRM is a flexible and user-friendly sales automation platform designed to help small and medium-sized businesses grow their sales efficiently. Its key features include pipeline visualization, lead and deal management, automated email campaigns, and forecasting tools, all within an easy-to-navigate interface. Recognized by over 18,000 users worldwide, it offers affordability, automation, and integration capabilities that support sales teams in closing deals faster and building stronger customer relationships. The platform is highly customizable, allowing businesses to tailor deal stages, custom fields, and access permissions to fit their unique sales processes. The platform’s compatibility with desktop browsers and mobile apps—iOS and Android—enables remote management of sales pipelines and customer interactions, making it a versatile solution for teams in the field or working remotely. Its integrations with Google Workspace and QuickBooks ensure seamless workflow automation and data synchronization across marketing, finance, and communication tools. With features like unlimited file storage, sales forecasting, activity tracking, and role-based permissions, Pipeline CRM provides comprehensive support for sales and business growth at an affordable price point.
Pros & Cons
- +Easy to learn and use – Simple interface and quick onboarding
- +Effective tracking capabilities – Useful tools for tracking leads and communications
- +Comprehensive CRM solution – Wide range of features for customer relationship management
- −Slow issue resolution – Delays in customer support response
- −Inconsistent email integration – Email syncing and tracking issues
- −Underdeveloped mobile app – Limited functionality and performance on mobile devices
Features
Key features
- 1. Sales Pipeline Management
- Visualize and manage each stage of sales deals for better deal velocity and forecasting.
- 2. Lead Management
- Capture, organize, and prioritize leads to focus on high-potential prospects.
- 3. Automated Email Campaigns
- Send targeted, automated emails to nurture leads and follow up at optimal times.
- 4. Custom Deal Stages
- Tailor your sales pipeline to match your sales process with customizable deal stages.
- 5. Sales Forecasting
- Use historical data and pipeline insights to predict future sales performance accurately.
- 6. Unlimited File Storage
- Store all sales documents, images, and related records without extra charges.
- 7. Support & Setup Assistance
- Receive personalized onboarding, training, and ongoing support to maximize the platform’s benefits.
Additional features
- 1. Lead and Contact Management
- Organize detailed contact profiles and track engagement activities.
- 2. Email Sync and Campaigns
- Automate and track email outreach directly from the platform.
- 3. Deal Tracking
- Visualize each deal’s progress and automatically update statuses.
- 4. Sales Automation
- Automate repetitive follow-ups, reminders, and task creation to improve efficiency.
- 5. Unlimited Deal Storage
- Manage as many active deals and files as needed.
- 6. Custom Fields & Stages
- Personalize the CRM to match your sales process and business needs.
- 7. Activity Tracking
- Log calls, emails, meetings, and interactions for better follow-up.
- 8. User Permissions
- Assign roles and restrict access to sensitive data by team member.
- 9. Performance Reporting
- Access dashboards and reports for sales pipeline visibility and forecasting.
- 10. Mobile App
- Manage sales pipeline, contacts, and activities remotely from your mobile device.
Pricing
Monthly plans
Start
USD 29
Develop
USD 39
Grow
USD 59
Countries & Languages
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to Pipeline CRM
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
About Pipeline CRM
Pipeline CRM is a customer relationship management software from SaaS Group designed to manage sales processes and customer interactions. It provides contact management, sales pipeline visualization, and task automation so users can keep track of leads and improve follow-up efficiency. This platform is designed for teams seeking to improve their client relationships and boost sales performance. Pipeline CRM supports customizable dashboards for tracking metrics, email integration for communication, reporting tools for data analysis, mobile access for on-the-go management, and collaboration features for team coordination. Key capabilities: contact management sales pipeline visualization task automation customizable dashboards reporting tools Best for: sales teams that need to manage client relationships and sales processes effectively.
Pipeline CRM Details
Pipeline CRM's In-App Market Place
Does Pipeline CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
NA
Pricing Options
Plans
Monthly plans
Start
USD 29
Develop
USD 39
Grow
USD 59
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CNY (¥), INR (₹), RUB (₽)
Pros & Cons
- Easy to learn and use – Simple interface and quick onboarding
- Effective tracking capabilities – Useful tools for tracking leads and communications
- Comprehensive CRM solution – Wide range of features for customer relationship management
- Slow issue resolution – Delays in customer support response
- Inconsistent email integration – Email syncing and tracking issues
- Underdeveloped mobile app – Limited functionality and performance on mobile devices
Pipeline CRM's Support Options
Email Address
CustomerCare@pipelinecrm.comDocumentation
https://app.pipelinecrm.com/api/docsPipeline CRM's Alternatives
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
