What is Pipeline CRM (formerly PipelineDeals CRM)?

Salespeople don`t have a lot of time to learn new software. That`s why Pipeline CRM operates like a supercharged spreadsheet. Sales teams get a familiar format with powerful features such as 360-degree customer profiles, deal management, sales automation, and reports. You also get unlimited data and access to live support at every subscription tier. Ease of Use Pipeline CRM has built a clever interface designed to look and function much like a spreadsheet. If you were previously tracking sales with Excel or Google Sheets, you should feel right at home with Pipeline CRM.

You`ll find the familiar landscape of columns and sorting features—but Pipeline CRM does most of the work for you. Forget about manual entry--you can import and sync records from your email, apps, and software. You no longer have to plug in complex formulas either—Pipeline offers dozens of built-in reports and filters for sales data. Every plan offers unlimited storage so that you can fit in all the detail you need about clients and deals. Imagine opening a customer profile to find your history of interactions, associated files, deal stage and value, notes, and more.

Team members can also quickly access and add information to the record. Plus, it has a fully functional mobile app. All the information you need to nurture relationships and close deals is at your fingertips—even in the field. Customization Pipeline CRM doesn`t offer an exhaustive list of customization options. But you`ll find what you need to make the sales cycle yours with: Custom deal stages Unlimited custom reports Drag-and-drop dashboards Custom fields for contacts, companies, and deals Multiple pipelines for the Develop and Grow subscription tiers Unlimited custom filters and views for sales data Deals Prioritize the right deals to close more sales. Pipeline CRM makes it easy to sort deals by the criteria that matter most.

Deal value, deal stage, chance of closing—different companies use different metrics when deciding where to focus their attention. You can create the filter you need, save it, and share it with the team. You can also analyze performance using deal filters. Which reps are closing more deals? What`s the top reason sales are lost? Any field you add to the deals tab can be used to analyze data later. Salesforce Automation The tool automatically assigns tasks and updates records as a prospect moves through your sales funnel. Pipeline also automatically builds an agenda from the data you enter into the CRM, such as appointments and tasks. It`s the first thing you`ll see when you open Pipeline, so you`ll never miss a step in your sales process.

Pipeline also creates automatic notifications for team members involved in a deal and gives timely suggestions to optimize deals and close more sales. Communication Once you sync Pipeline CRM with your email, your inbox will appear in the email tab. You can sync your contacts to Pipeline CRM and begin building your client database in no time. When sending an email, you can choose an individual or a group based on your data filters. For example, you might select new prospects as your target. From there, you can create email templates and merge fields to personalize your emails.

There`s also an analytics tab that tracks who has opened your email, links, and attachments. Once you integrate a telephony app, you can make calls directly from the CRM too. And that`s it. Pipeline centers its communication around email and phone calls. It doesn`t offer the multichannel support you find in other sales platforms like Copper CRM or Capsule. Project Management: Milestones Winning the deal is only half the battle; your business still has to deliver the goods (or services). Pipeline CRM can follow the client from prospect to delivery, with its project management feature, Milestones.

Your milestones are whatever steps you need to complete your deliverables, such as delivery, setup, personnel training, website go-live, and so on. It`s all customizable to your business process. You can add collaborators, assign tasks, and set due dates and reminders. This removes the need to re-enter client details in a project management system. You also get a seamless handoff between sales and your project management team.

Reports Pipeline CRM offers a selection of common sense reports broken down into three sections: Historical pipelineDeals won Win ratio Lost deals by loss reason Won deals by source Active pipelineForecasted to close Deals by stage Active deals by status ActivityActivity report Activity scoreboard Revenue report Recent updates You can get a granular view of these reports by selecting a table cell. This will open a popup window with a list of all the deals referenced in that data point.

Features

Pricing

• Free trial - yes
• Start Plan - $25 per user per month billed annually
• Develop Plan - $33 per user per month billed annually
• Grow Plan - $49 per user per month billed annually

Support

• Regular business hours
• US-based phone support
• Unlimited reports and dashboards
• Knowledge base
• API documentation