Pipeline Review
Pipeline CRM (formerly PipelineDeals) is a CRM designed for mid-sized and small companies, which empowers sales teams from various industries to create new relationships that can change the game. The pipeline CRM is built on an experience for users that is customizable with sales-focused features as well as customer support and service. In this Pipeline CRM review, we will discuss Pipeline CRM pricing, features, Pros, Cons, Pipeline CRM alternatives, etc.
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Pipeline CRM Benefits
Pipeline's CRM features include automated sales and visual pipelines that streamline sales operations and create reports. It also includes marketing tools for email and an app for smartphones that is designed for field sales reps.
A Quick Overview of Pipeline CRM
All successful companies wish to be the best they can to keep their relationships with customers by utilizing a robust CRM.
It's hard to run a successful business without a solid customer base. CRM or Customer Relationship Management application will enable you to manage the sales of your business.
The majority of CRMs offer the capability to collect sales information from your customers. You'll be able to determine where you can source leads, analyze every deal you make, and arrange the data in a streamlined manner.
A Pipeline CRM can also aid in tracking the overall state that your pipeline sales are in, so you can modify your sales procedure accordingly.
Pipeline CRM Prices
Start
$25.00user/month
For teams seeking pre-sales pipeline management
- Unlimited leads sales, contacts, deals, and businesses
- Unlimited storage for files and attachments
- Twenty-five custom fields to accommodate deals, contacts, and companies.
- Create 100% custom sales funnel – definition, stages, & more.
- Create, save, and send custom reports.
- Unlimited reporting & custom visual dashboard capabilities. Data can be transformed into insight within minutes.
- Access to data is controlled by territories and sales teams with roles for users.
- Follow six kinds of goals for sales KPIs, build leaderboards, and fuel healthy competition.
- All customer information is secure and SOC 2 certified.
- Access your data from anywhere with the iPhone and Android app.
- Emails sent by CRM are recorded into the customer activity history automatically, and log emails sent via Outlook or Gmail at the press of an icon.
- Open API allows you to connect with essential applications for business.
- Unlimited, the best in the business, with technical support via email, phone, and online chat.
Develop
$33.00user/month
Teams looking to oversee the entire lifecycle of a customer (pre-and-post sale)
- Unlimited leads, sales, contacts, deals, and businesses.
- Unlimited storage space for files and attachments.
- Custom fields that can be created for contacts, deals, companies, and contacts.
- Create 100% custom sales funnel – definition, stages, & more.
- Create, save and send custom reports.
- Unlimited reporting & custom visual dashboard capabilities. Data can be transformed into insight in a matter of minutes.
- Control access to data for territories and sales teams with roles for users.
- Monitor 6 different sales KPI targets and build leaderboards to encourage healthy competition.
- All customer information is secure and SOC 2 certified.
- Access data wherever you are – iPhone and Android app.
- Emails sent by CRM are recorded into the customer activity history instantly, and record emails are sent via Outlook or Gmail at the clicking the button.
- Open API API for integration with essential applications for business.
- Unlimited, the best in the business, with technical support via email, phone, and online chat.
- Convert customers from prospects for seamless handoff and transfer of knowledge to account management.
- Set deadlines for key deliverables by creating milestones that are important and events, tasks, and deadlines. Assign collaborators & track status.
- Keep track of the health of your accounts, find out the satisfaction of customers with renewals, renewals, and more.
- Customize and track various kinds of revenue, including projects that are in development, expansion, up-sells, expansion, and more.
Grow
$49.00user/month
Teams that want to manage the entire lifecycle of a customer (pre-and-post sale) and also make fancy things happen with email and automated processes.
- Unlimited leads and contacts, deals, deals, and businesses.
- Unlimited storage space for files and attachments.
- Custom fields can be created for contacts and deals as well as companies.
- Create 100% custom sales funnel – definition, stages, & more.
- Create, save, and send custom reports.
- Unlimited reporting & custom visual dashboard capabilities. Data can be transformed into insight within minutes.
- Access to data is controlled by territories and sales teams with roles for users.
- Monitor 6 different sales KPI targets and design leaderboards to encourage healthy competition.
- All customer information is secure and SOC 2 certified.
- Access your data from anywhere with the iPhone and Android app.
- Automatically record all emails that are received and sent from CRM, Outlook, or Gmail in the customer activity history, as well as attachments to emails.
- Open API API for integration with your top business applications.
- Unlimited, the best in the business, with technical assistance via phone, email, and online chat.
- Convert customers from prospects for seamless handoff and transfer of knowledge to the account management team.
- Set deadlines for key deliverables by defining important milestones and events, tasks, and deadlines. Assign collaborators & track status.
- Customize and track various kinds of revenue sources like new projects, existing one's expansion, upsell, and more.
- You will receive an email when the recipient reads the email you sent them, clicks the link, or downloads an attachment without their knowledge.
- Send targeted and personalized emails to 1000 people in one blast.
- Find out which emails performed best by gaining instant access to an analysis of email performance.
- Learn more about how fast sales reps follow up on leads and the areas where deals are stuck to help them create more effective habits and behaviors to increase their chances of success.
- Enhance sales and improve services to customers by standardizing top-quality email templates.
- Automate, streamline, and optimize routine tasks and follow-ups by using workflow automation.
Pipeline CRM Features
- Customer data management / contact management
The software functions as a central source for all customer information and allows users to access the data in a timely manner.
Management of workflow
The software assists in automating certain aspects of the sales process, for example, emailing, updating contacts data, and monitoring approval procedures.
Territory management
Salesperson territories can be defined by users in accordance with market or customer particulars.
Management of opportunities
Users can keep track of deals and make quotes.
Integration with an email client (e.g., Outlook or Gmail)
Users are able to perform tasks inside their inboxes, like making contacts, logging emails, and even creating events.
Management of contracts
The users can control contracts by using features like electronic signatures, automated notifications, invoicing, and an automated workflow to facilitate the review of contracts and their approval.
Management of quotes and orders
Users can make price quotes or sales orders.
Interaction tracking
Users can track and log the customer's interactions on any method, such as email, social media, telephone, and in-person.
Partner relationship management and channel management
The software permits lead, sales, territory account management, and order and territory management for OEM and partner partnerships.
Pipeline CRM Customer Care
All plans come with 24/7 support from the US and unlimited dashboards and reports.
Pipeline CRM Ease of Use
Although the platform is extremely powerful, it's also simple to use.
The ease of use that Pipeline CRM offers is one of its primary features.
FAQs about Pipeline CRM
Is Pipeline a CRM?
Explore Pipeline (formerly PipelineDeals), a cloud-based CRM for marketing and sales teams.
What exactly is Pipeline CRM actually do?
The term “pipeline CRM” is that's used to describe a method of maintaining a record of all leads in the sales funnel. CRM is an abbreviation used to describe the term Customer Relationship Management. However, the leads that are in your Pipeline may not become customers; they still need to be tracked precisely in the same manner.
Pipeline CRM Pros
- Drag-and-drop deal pipelines
- Allows you to work offline.
- Strong integration of social media.
- Graphics and visuals are heavy. Simple pricing.
- 14-day trial.
Pipeline CRM Cons
- Customized reports that are limited to a few pages.
Best CRM Software
Pipeline CRM Alternatives
Our Verdict: Is Pipeline the right choice for you?
All of the tools for automation included in the app assist their users in completing the tasks they need to do with minimal effort.
We hope the information in this Pipeline CRM analysis has provided you with the necessary information to help you make a choice. If you're in search of an easy-to-use CRM that won't consume long to complete and offers all the CRM tools you require to succeed, this is the application for you.
PipelineCRM also gives a no-cost trial period of around 14 days, so we suggest giving it an opportunity before settling on a decision.
You can try Pipeline for free for 14 days!
