Pipeline CRM

Analyze past deals to understand patterns and improve future sales

Automate repetitive tasks and workflows to reduce manual work

Save time and effort with streamlined automated processes for sales workflows

Share lists with internal users and external partners

Share data securely with external partners outside your organization

Easily track and manage sales deals, visualize pipeline for consistent business growth

Instantly enrich contacts with names, emails, phone numbers, and company information

Remove duplicate records to maintain clean data

Import data from Excel or CSV files and export data at specified frequencies

Identify and block fake or incorrect email addresses to ensure messages reach real inboxes

API designed to cover basic aspects of Pipeline objects and allow custom application development

Streamline contract management with built-in eSign to create, send, and track documents directly from CRM data

Stop wondering if your contract was received, opened, or signed with integrated electronic signature capability

Sync emails with Gmail and Outlook, send, receive, and track emails in the same place you track your pipeline

Powered by OpenAI, spend less time on emails and more time closing deals with AI-generated email suggestions

Automate sales and marketing efforts with Email Sync and Email Drip Campaigns

Send bulk emails to multiple contacts at once

Set up automated email sequences to nurture leads over time

Create and use email templates for consistent messaging

Spark healthy competition among sales teams

Migrate data from existing CRM systems at no additional cost

Personalized training and support from Customer Success team for smooth CRM implementation

Easily integrate with favorite tools such as Gmail, QuickBooks, and other business applications

Create high-converting lead forms in minutes

Monitor and engage with leads more effectively with prospecting CRM to accelerate sales and close deals with confidence

Manage sales from anywhere with the mobile app

Set and track milestones in the sales process

Generate reports on deals and activities

Track all email messages, opens, clicks, and downloads automatically as activities in your account

Track team and individual performance goals

Quick dashboard view to see the big picture of where deals are by stage

Understand past trends to confidently forecast salespeople on track to hit quota

Automate sales commissions to reduce cost and increase transparency for remote sales teams

Control what team members can see across the platform

Create read-only user accounts with limited access

Enable single sign-on for enhanced security and user management

Assign permissions for team members to set what they can see and do within the application

Enjoy unlimited data storage for all documents, images, and records with no extra charges

Access guides, FAQs, and support articles to maximize CRM experience

Comprehensive video tutorial library to discover full potential of Pipeline CRM

Create reusable templates for recurring tasks

Enhance team performance with better visibility and streamline collaboration to drive sales success

Visualize your pipeline and close deals faster with kanban boards that organize sales prospecting workflow from first outreach to qualification and deal creation

Quickly identify which customers and prospects are within reach with map visualization and route planning