Pipeline CRM
The CRM for small and midsize businesses.
Overview
Pipeline CRM (formerly PipelineDeals) is a sales-focused CRM designed for small and medium-sized businesses. It emphasizes simplicity and usability, allowing teams to get started quickly. For contractors, it serves as a straightforward tool to manage leads, track bids, and organize sales activities without the complexity of larger systems. Its focus is on helping sales teams build relationships and close deals.
✨ Key Features
- Sales Pipeline Management
- Contact and Lead Management
- Email Campaigns and Automation
- Reporting and Dashboards
- Mobile Apps
- Customizable Fields
🎯 Key Differentiators
- Simplicity and ease of use.
- Excellent customer support.
- Focus on core sales CRM functionality.
Unique Value: Pipeline CRM provides a simple, effective, and affordable way for SMBs to manage their sales pipeline and grow their business.
🎯 Use Cases (3)
✅ Best For
- Tracking construction bids from initial contact to decision.
- Managing a database of general contractors and other partners.
- Automating follow-up emails to potential clients.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that need project management, job costing, or scheduling.
- Large enterprises with complex sales processes.
🏆 Alternatives
Pipeline CRM is often praised for being easier to use and having better customer support than many other SMB-focused CRMs. It provides more sales-specific features than a generic contact manager but is less complex than an enterprise CRM.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All tiers tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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