Pipeline CRM
4.3
913
Pipeline CRM is a popular CRM software for small and midsize businesses with customizable features and strong customer support. It has over 18,000 users in 60 countries and offers a 14-day free trial.
Strengths
-
Customizable
Allows for tailored workflows and fields
-
Integrations
Seamlessly integrates with other tools such as Gmail and Slack
-
Mobile App
Provides a mobile app for on-the-go access
Weaknesses
-
Pricing
Can be expensive for small businesses
-
Limited Reporting
Reporting capabilities are not as robust as other CRMs
-
Learning Curve
May take some time to learn and navigate the platform
Opportunities
- Can expand into new markets and industries
- Can add new features to stay competitive
- Can form partnerships with other SaaS companies for added value
Threats
- Facing competition from other established CRMs
- May be impacted by a recession or economic downturn
- Potential for security breaches and data leaks
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Pipeline CRM Plan
Pipeline CRM offers three pricing plans: Starter ($25/user/month), Professional ($50/user/month), and Enterprise ($100/user/month) with increasing features and capabilities.
Start
25
user/month
For teams looking for pre-sales pipeline management
Unlimited leads, contacts, deals & companies
Unlimited storage for files & attachments
25 custom fields for contacts, deals, & companies.
Create 100% custom sales funnel - definition, stages, & more.
Create, save & share custom views of reports.
Unlimited reporting & custom visual dashboard capabilities. Turn data into insights in minutes.
Control access to data by sales team & territory with user roles.
Track 6 types of sales KPI goals, create leaderboards & fuel healthy competition.
All customer data is protected, SOC 2 certified.
Access data anywhere - iPhone & Android app.
Log emails sent from CRM in customer activity history automatically & log emails sent from Outlook or Gmail with just a click of a button.
Open API to integrate with your most important business apps.
Unlimited, best in the industry, technical support by phone, email & online chat.
Develop
33
user/month
For teams looking to manage the entire customer lifecycle (pre-and-post sale)
Unlimited leads, contacts, deals & companies.
Unlimited storage for files & attachments.
Unlimited custom fields for contacts, deals, & companies.
Create 100% custom sales funnel - definition, stages, & more.
Create, save & share custom views of reports.
Unlimited reporting & custom visual dashboard capabilities. Turn data into insights in minutes.
Control access to data by sales team & territory with user roles.
Track 6 types of sales KPI goals, create leaderboards & fuel healthy competition.
All customer data is protected, SOC 2 certified.
Access data anywhere - iPhone & Android app.
Log emails sent from CRM in customer activity history automatically & log emails sent from Outlook or Gmail with just a click of a button.
Open API to integrate with your most important business apps.
Unlimited, best in the industry, technical support by phone, email & online chat.
Convert prospects to customers for seamless handoff & knowledge transfer to account management team.
Manage key deliverables & deadlines by creating important milestones, tasks, events, and deadlines. Assign collaborators & track status.
Track health of accounts, know if customers are happy, renewing, & purchasing more.
Customize & track different revenue types such as new, existing projects, expansion, up-sell & more.
Grow
49
user/month
For teams looking to manage the entire customer lifecycle (pre-and-post sale), and do fancy things with email and automations.
Unlimited leads, contacts, deals & companies.
Unlimited storage for files & attachments.
Unlimited custom fields for contacts, deals, & companies.
Create 100% custom sales funnel - definition, stages, & more.
Create, save & share custom views of reports.
Unlimited reporting & custom visual dashboard capabilities. Turn data into insights in minutes.
Control access to data by sales team & territory with user roles.
Track 6 types of sales KPI goals, create leaderboards & fuel healthy competition.
All customer data is protected, SOC 2 certified.
Access data anywhere - iPhone & Android app.
Automatically log all emails sent & received from CRM, Outlook or Gmail in customer activity history, including email attachments.
Open API to integrate with your most important business apps.
Unlimited, best in the industry, technical support by phone, email & online chat.
Convert prospects to customers for seamless handoff & knowledge transfer to account management team.
Manage key deliverables & deadlines by creating important milestones, tasks, events, and deadlines. Assign collaborators & track status.
Track health of accounts, know if customers are happy, renewing, & purchasing more.
Customize & track different revenue types such as new, existing projects, expansion, up-sell & more.
Get email notification when a customer reads your email, clicks on a link or downloads attachment, without them knowing.
Send targeted & personalized email campaigns to 1,000 people in a single blast.
Find out which email performed best with instant access to email analytics reports.
Get advanced intelligence on how quickly sales reps are following up on leads & where deals are getting stuck to help them build better habits and behaviors, and make them more successful.
Increase sales & improve customer service by standardizing best performing email templates.
Optimize, standardize & automate repetitive tasks & follow ups using workflow automation's.
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