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A sales CRM platform that offers easy setup, integrations, customization, and intuitive tools.

Pipeline CRM Overview

Pipeline CRM is a high-quality software developed to help businesses organize and manage their customer relationships effectively. It streamlines tasks, keeping customer interactions organized in one central hub. With Pipeline CRM, teams can easily track leads, monitor sales progress, and enhance collaboration. The software offers intuitive features like contact management, deal tracking, and communication history, making it simpler to nurture customer connections. Its customizable dashboard allows users to tailor the interface to their specific business needs. The goal of Pipeline CRM is to enhance efficiency and boost sales by providing a straightforward and organized platform for businesses to handle their customer relationships with ease.

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Pipeline CRM Screenshot & Video

Contact Details

  • Vendor Name Pipeline CRM
  • Founded 2006
  • Location United States
  • Employees 11-50

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • iPhone iPhone
  • Android Android

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


Industries

Accounting, Advertising & Marketing, Information Technology & Services, Logistics & Supply Chain

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Pipeline CRM Features

  • Arrow Icon Project Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Scheduling
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Document Management
  • Arrow Icon Job Costing
  • Arrow Icon Buyer Management
  • Arrow Icon Warranty Tracking
  • Arrow Icon Calendar Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Client Tracking
  • Arrow Icon Contract/License Management
  • Arrow Icon Task Management
  • Arrow Icon Change Order Management
  • Arrow Icon Communication Management
  • Arrow Icon Contact Management
  • Arrow Icon Project Tracking
  • Arrow Icon Subcontractor Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Email Marketing
  • Arrow Icon Bid Management
  • Arrow Icon Lead Management
  • Arrow Icon Procurement Management
  • Arrow Icon Search/Filter
  • Arrow Icon Pipeline Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Data Import/Export
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Segmentation
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Sales Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Calendar Management
  • Arrow Icon Document Storage
  • Arrow Icon Drag & Drop
  • Arrow Icon Collaboration Tools
  • Arrow Icon Lead Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Distribution
  • Arrow Icon Email Marketing
  • Arrow Icon Opportunity Management
  • Arrow Icon Data Synchronization
  • Arrow Icon Interaction Tracking
  • Arrow Icon Lead Capture
  • Arrow Icon Lead Nurturing
  • Arrow Icon Sales Reports
  • Arrow Icon Social Media Integration
  • Arrow Icon Monitoring
  • Arrow Icon Pipeline Management
  • Arrow Icon Template Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Calendar Management
  • Arrow Icon Sales Forecasting
  • Arrow Icon Lead Distribution
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Document Storage
  • Arrow Icon Lead Segmentation
  • Arrow Icon Reminders
  • Arrow Icon Email Tracking
  • Arrow Icon Interaction Tracking
  • Arrow Icon CRM
  • Arrow Icon Web Forms
  • Arrow Icon Email Marketing
  • Arrow Icon Lead Capture
  • Arrow Icon Campaign Management
  • Arrow Icon Contact Management
  • Arrow Icon Workflow Management
  • Arrow Icon Sales Trend Analysis
  • Arrow Icon Source Tracking
  • Arrow Icon Lead Generation
  • Arrow Icon Opportunity Management
  • Arrow Icon Goal Management
  • Arrow Icon Contact Management
  • Arrow Icon Workflow Management
  • Arrow Icon Lead Qualification
  • Arrow Icon Lead Management
  • Arrow Icon Engagement Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Meeting Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Sales Onboarding & Training
  • Arrow Icon Activity Tracking
  • Arrow Icon Performance Management
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Customizable Branding
  • Arrow Icon Campaign Management
  • Arrow Icon Document Management
  • Arrow Icon Email Marketing
  • Arrow Icon Campaign Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Lead Capture
  • Arrow Icon Referral Tracking
  • Arrow Icon Sales Activity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Customer Database
  • Arrow Icon Territory Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Task Management
  • Arrow Icon Opportunity Management
  • Arrow Icon Customizable Fields
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Appointment Scheduling
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Customizable Reports
  • Arrow Icon Activity Dashboard
  • Arrow Icon Commenting/Notes
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Data Import/Export
  • Arrow Icon Lead Scoring
  • Arrow Icon Document Management
  • Arrow Icon Email Templates
  • Arrow Icon Call Logging
  • Arrow Icon Search/Filter
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export
  • Arrow Icon AI/Machine Learning

Pipeline CRM Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial 14 Days

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription
  • Monthly Payment Monthly Payment

Plans & Packages

Start

$25 Per Month

Pipeline CRM FAQs

Pipeline CRM is a high-quality software developed to help businesses organize and manage their customer relationships effectively. It streamlines tasks, keeping customer interactions organized in one central hub. With Pipeline CRM, teams can easily track leads, monitor sales progress, and enhance collaboration. The software offers intuitive features like contact management, deal tracking, and communication history, making it simpler to nurture customer connections. Its customizable dashboard allows users to tailor the interface to their specific business needs. The goal of Pipeline CRM is to enhance efficiency and boost sales by providing a straightforward and organized platform for businesses to handle their customer relationships with ease.

  • No, Pipeline CRM does not offer a free version.

  • Yes, Pipeline CRM offers a free trial.

  • No, Credit Card details are not required for the Pipeline CRM trial.

  • Pipeline CRM offers the following pricing plans & packages:

    Start

    $25 Per Month

  • Pipeline CRM supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • Yes, Pipeline CRM offers an API.

  • Pipeline CRM offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • Pipeline CRM offers training with the following options:
    • In-person , Webinar , Documentation

  • Pipeline CRM supports the following languages:
    • English

  • Following are the typical users of the Pipeline CRM:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Pipeline CRM supports the following deployment:
    • Cloud Hosted

  • Pipeline CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android

Pipeline CRM Comparisons

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Pipeline CRM vs SugarCRM

Pipeline CRM vs Insightly

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Pipeline CRM vs Close

Pipeline CRM vs Creatio

Pipeline CRM vs Efficy CRM

Pipeline CRM vs Agile CRM

Pipeline CRM vs Pipeliner CRM

Pipeline CRM vs Salesflare

Pipeline CRM vs EngageBay CRM

Pipeline CRM vs Salesmate

Pipeline CRM vs Spotler CRM

Pipeline CRM vs SPOTIO