Pipeline CRM
954 reviews
- 1 profiles
- 4 categories
Average star rating
4.3
Serving customers since
2006
Pipeline CRM Reviews
KA
Kelley A.
Client Success Manager, Business DevelopmentMid-Market (51-1000 emp.)Effortless Lead Generation, Powerful Reporting
I like Pipeline CRM because it allows me to generate valuable reports and have all the information I need at my fingertips. I can easily export these reports into an Excel file to reach out to prospects, which is really convenient. The initial setup was also very easy, making the whole process smooth.
UF
Verified User in Financial Services
Small-Business (50 or fewer emp.)Great Outreach Templates, but the Interface Needs a Refresh
The templates make it easy to load all the tasks in an outreach sequence so you can see upfront when your contact points are and adjust all at once if you need to push things back.
CP
Chaithali P.
Global Marketing Operations ManagerSmall-Business (50 or fewer emp.)Intuitive CRM with Limitations in Default Features
I find Pipeline CRM easy to navigate and user-friendly with very flexible API customizations. It provides smooth lead to contact conversion and accurate opportunity tracking. The powerful integration with financial systems is a big plus for me. I also appreciate the better intuitive reports, and the sales teams find using the tool easy, which contributes to efficient revenue tracking and deal management.
About
What is Pipeline CRM?
Pipeline CRM is a customer relationship management software designed to streamline sales processes and enhance team collaboration. It offers features such as pipeline management, task automation, and reporting tools, enabling businesses to manage their customer interactions effectively. The platform is user-friendly and customizable, catering to the needs of various industries. For more information, visit their website at https://pipelinecrm.com/.
Details
Year Founded
2006
Website
pipelinecrm.com