Ideal For:

Business owners, executives, leaders and managers that own P&L that are looking for ways to streamline the daily activities of their sales team with CRM that is modern, easy to use, implement and scale and is also cost effective.

Integrations:

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Key Features:

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Product Overview:

Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry.

Product Features:

Core Sales Management Capabilities

Sales pipeline management with visual tracking tools to monitor deal progression and maintain consistent business growth visibility
Lead management system for monitoring prospect engagement and accelerating sales conversions
Customizable deal stages that can be configured to match specific business processes and sales methodologies
Kanban board visualization for pipeline management, enabling quick decision-making and deal prioritization

Team Collaboration & Performance

Sales team management features providing enhanced visibility into team performance and streamlined collaboration workflows
User permission controls for secure access management across different roles and responsibilities
Task management system with dashboard views for tracking overdue and upcoming activities

Communication & Document Management

Email campaign creation and tracking capabilities integrated within the CRM platform
Integrated eSignature functionality for contract management, enabling document creation, transmission, and tracking directly from CRM data
Unlimited file storage for maintaining comprehensive customer and deal documentation

Analytics & Forecasting

Sales forecasting tools for revenue projection and business planning
Commission tracking functionality for sales compensation management
Dashboard reporting for real-time pipeline and performance insights

Integration & Automation

Third-party application integration capabilities (including Zapier connectivity)
Sales automation features to reduce manual data entry and streamline repetitive tasks
Cloud-based platform architecture for remote accessibility and real-time data synchronization

Onboarding & Support

Free data migration services for new customers
Dedicated setup assistance and ongoing customer support

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