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Pipeline CRM
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.
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Does PipelineDeals CRM integrate with Zapier?
Yes. Pipeline CRM integrates with Zapier, enabling you to connect with 3,000+ apps instantly to simplify your work and enhance your productivity.
What are the benefits of PipelineDeals CRM?
PipelineDeals doesn't offer a lot of bells and whistles. But if you're looking for an affordable system that operates like a super-charged spreadsheet, Pipeline is a great option. Data is entered spreadsheet-style, but it automatically connects to communication and tracking tools. This makes it a lot more dynamic and informative than a regular spreadsheet. Plus, sales data doesn't end up siloed on each sales rep's spreadsheet; managers can see all of the deals happening in their department. Other benefits include:
- The Hindsight feature allows you to track a deal's progress over time.
- Recycle option lets you restore discarded deals and accounts with ease.
- Pulse Performance tool will display all your revenue streams and break down how each team member contributed. You can easily identify your top performers and those that need a bit more coaching.
Is PipelineDeals CRM easy to use?
Pipeline is meant to be an easy transition from dealing with spreadsheets. If your team is married to Excel or Google sheets, this is the perfect tool. Pipeline has a quick and easy setup, and customer data can be sorted and filtered just like a spreadsheet. Pipeline also has a very responsive support team should you encounter any problems.
Is PipelineDeals CRM expensive?
Pipeline CRM provides a 14-day free trial. You can test drive any of their three paid plans: the Start Plan at US$ 25/month/user; the Develop Plan at US$ 33/month/user; and the Grow Plan at US$ 49/month/user.
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