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FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
Basic Features. Multiple sales Pipelines. Custom deal stages. Unlimited leads, contacts, deals, & companies. Unlimited file storage. Leading mobile app. Unlimited custom reports/dashboards. Import/export data with Excel or another CRM. Project Management.KNOWLEDGE BASE
Common questions and support articles. How can we help? Search HOW PIPELINE WORKS WITH EMAIL How it works. This new email alias functions similarly to the cc@pipelinecrm.com address. When you’re preparing to send a quote to your customer add the qc@pipelinecrm.com to either the cc or bcc line of your message and when you hit send, a record of that quote activity will be stored in your Pipeline account.CREATE A CUSTOMER
Create a customer. Winning a deal is just the beginning of your business relationship with a company! Pipeline helps you stay on top of managing the post-sales relationship through its Customer Management feature set.CUSTOM FIELDS
Admins can set up custom fields in Account Settings > Custom Fields. To add a Custom Field, click on the appropriate tab for the type of custom field you wish to make (Company, Deal or Person), then click +New (company/deal/person) field and choose the Custom Field type you want to create. By default, all of your custom fields will beungrouped
HOW DO I DELETE OR REMOVE A USER? How do I delete or remove a user? Navigate to Active Users page then inline with their name click Actions > Mark as inactive.. The user will need to be marked as inactive rather than deleted. Once they're marked as inactive, they are no longer able to log in to Pipeline and you can either invite someone to take their place or decrease your number of seat licenses on your Payment & Billing page. OUTLOOK: INSTALLING THE ADD-IN Outlook: Installing the Add-In. The Outlook add-in creates bi-directional sync with Pipeline and your Outlook calendar and contacts. The Pipeline Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server. PIPELINE - SUPERCHARGE YOUR SALES Give us a ring! +1 866-702-7303. Getting started is easy with personalized onboarding services. Our support is known for picking up in two rings, no phone trees involved. We do custom development. If it’s not “out of the box,” just ask. FREE-TRIAL LANDING PAGE 3. Powerful insights anywhere you go. Know exactly where your deals stand, from wherever you're standing. With the mobile app, Pipeline travels with you. Zoom in on any deal and view all past interactions in one clutter-free sales hub on your phone. Get Started. 4. Forecast sales accurately. Pipeline's custom reporting allows you to trackgoals
FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
Basic Features. Multiple sales Pipelines. Custom deal stages. Unlimited leads, contacts, deals, & companies. Unlimited file storage. Leading mobile app. Unlimited custom reports/dashboards. Import/export data with Excel or another CRM. Project Management.KNOWLEDGE BASE
Common questions and support articles. How can we help? Search HOW PIPELINE WORKS WITH EMAIL How it works. This new email alias functions similarly to the cc@pipelinecrm.com address. When you’re preparing to send a quote to your customer add the qc@pipelinecrm.com to either the cc or bcc line of your message and when you hit send, a record of that quote activity will be stored in your Pipeline account.CREATE A CUSTOMER
Create a customer. Winning a deal is just the beginning of your business relationship with a company! Pipeline helps you stay on top of managing the post-sales relationship through its Customer Management feature set.CUSTOM FIELDS
Admins can set up custom fields in Account Settings > Custom Fields. To add a Custom Field, click on the appropriate tab for the type of custom field you wish to make (Company, Deal or Person), then click +New (company/deal/person) field and choose the Custom Field type you want to create. By default, all of your custom fields will beungrouped
HOW DO I DELETE OR REMOVE A USER? How do I delete or remove a user? Navigate to Active Users page then inline with their name click Actions > Mark as inactive.. The user will need to be marked as inactive rather than deleted. Once they're marked as inactive, they are no longer able to log in to Pipeline and you can either invite someone to take their place or decrease your number of seat licenses on your Payment & Billing page. OUTLOOK: INSTALLING THE ADD-IN Outlook: Installing the Add-In. The Outlook add-in creates bi-directional sync with Pipeline and your Outlook calendar and contacts. The Pipeline Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server.FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyLANDING PAGE 2.0
Get x-ray insights into why deals are going cold and at which stage with our Deal Intelligence fields. This powerful, customizable coaching tool flags the clogs and leaks so your team can rescue the deal BEFORE it’s too late. Like the bat signal —but moreprofitable.
CAREERS - PIPELINE CRM Founded in 2006, Pipeline is the most adopted sales enablement software for small and midsize businesses, empowering sales teams across industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales-focused features, and leading customer support and service. Today, more than 18,000 users in 60 countries use Pipeline to gainFREE 14-DAY TRIAL
Start using the #1 rated sales platform for business. Loved by over 18,000 companies from across the world.HOW-TO VIDEOS
Get Geeky & Create Cool Reports. Post Sale Customer Management. Excel Demo. Deal profile. Get started by watching our Pipeline overview training video: Learn how to use PipelineDeals in an hour. 39:19. Last updated on May 21, 2021.GETTING STARTED
Getting Started. Sort by Default Sort A-Z Sort by Popularity Sort by Last Updated. Introduction. Companies, Deals & People. Add Companies, Deals and People. My Profile. How Pipeline Works with Email. Tasks, Events & Activities. Dashboard.INTRODUCTION
Introduction. Welcome Video - pipelinedeals. Welcome! We designed Pipeline to make you and your team more productive. Our features deliver plenty of power to manage your sales process and learn from your data, but they never waste your time with unnecessary complexity.MULTIPLE PIPELINES
Multiple pipelines are designed for accounts with multiple products and services that go through different sales processes with multiple phases. Once the sales team has closed a deal, they can pass the opportunity to the post-sales pipeline and buildEMAIL ACTIVITIES
Email activities BCC Tracking. When you click on an email address in Pipeline, the new message will automatically write your contact’s email address in the TO field and write cc@app.pipelinecrm.com in the BCC field.. By placing cc@app.pipelinecrm.com in the BCC field, Pipeline will track your correspondence as an email activity on your contact’s profile page and upload any file DEAL PROFILE OVERVIEW Deal Profile Overview. A Deal profile page is a dynamic dashboard of the most recent information about a deal in Pipeline. From this page, you can edit information about your deal, record activities and add people associated with the deal. Additional information on what youwill find on a
PIPELINE - SUPERCHARGE YOUR SALES Give us a ring! +1 866-702-7303. Getting started is easy with personalized onboarding services. Our support is known for picking up in two rings, no phone trees involved. We do custom development. If it’s not “out of the box,” just ask. FREE-TRIAL LANDING PAGE 3. Powerful insights anywhere you go. Know exactly where your deals stand, from wherever you're standing. With the mobile app, Pipeline travels with you. Zoom in on any deal and view all past interactions in one clutter-free sales hub on your phone. Get Started. 4. Forecast sales accurately. Pipeline's custom reporting allows you to trackgoals
FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
Basic Features. Multiple sales Pipelines. Custom deal stages. Unlimited leads, contacts, deals, & companies. Unlimited file storage. Leading mobile app. Unlimited custom reports/dashboards. Import/export data with Excel or another CRM. Project Management.KNOWLEDGE BASE
Common questions and support articles. How can we help? SearchACCOUNT PLANS
25 Custom fields. One Team - Teams can help keep the account organized and set visibility settings that are more customized to that particular group of people. One Pipeline -Your Pipeline can help organize the account. One Automation - Automations eliminate repetitive work such as HOW PIPELINE WORKS WITH EMAIL How it works. This new email alias functions similarly to the cc@pipelinecrm.com address. When you’re preparing to send a quote to your customer add the qc@pipelinecrm.com to either the cc or bcc line of your message and when you hit send, a record of that quote activity will be stored in your Pipeline account.CREATE A CUSTOMER
Create a customer. Winning a deal is just the beginning of your business relationship with a company! Pipeline helps you stay on top of managing the post-sales relationship through its Customer Management feature set. OUTLOOK: INSTALLING THE ADD-IN Outlook: Installing the Add-In. The Outlook add-in creates bi-directional sync with Pipeline and your Outlook calendar and contacts. The Pipeline Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server. HOW DO I DELETE OR REMOVE A USER? How do I delete or remove a user? Navigate to Active Users page then inline with their name click Actions > Mark as inactive.. The user will need to be marked as inactive rather than deleted. Once they're marked as inactive, they are no longer able to log in to Pipeline and you can either invite someone to take their place or decrease your number of seat licenses on your Payment & Billing page. PIPELINE - SUPERCHARGE YOUR SALES Give us a ring! +1 866-702-7303. Getting started is easy with personalized onboarding services. Our support is known for picking up in two rings, no phone trees involved. We do custom development. If it’s not “out of the box,” just ask. FREE-TRIAL LANDING PAGE 3. Powerful insights anywhere you go. Know exactly where your deals stand, from wherever you're standing. With the mobile app, Pipeline travels with you. Zoom in on any deal and view all past interactions in one clutter-free sales hub on your phone. Get Started. 4. Forecast sales accurately. Pipeline's custom reporting allows you to trackgoals
FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
Basic Features. Multiple sales Pipelines. Custom deal stages. Unlimited leads, contacts, deals, & companies. Unlimited file storage. Leading mobile app. Unlimited custom reports/dashboards. Import/export data with Excel or another CRM. Project Management.KNOWLEDGE BASE
Common questions and support articles. How can we help? SearchACCOUNT PLANS
25 Custom fields. One Team - Teams can help keep the account organized and set visibility settings that are more customized to that particular group of people. One Pipeline -Your Pipeline can help organize the account. One Automation - Automations eliminate repetitive work such as HOW PIPELINE WORKS WITH EMAIL How it works. This new email alias functions similarly to the cc@pipelinecrm.com address. When you’re preparing to send a quote to your customer add the qc@pipelinecrm.com to either the cc or bcc line of your message and when you hit send, a record of that quote activity will be stored in your Pipeline account.CREATE A CUSTOMER
Create a customer. Winning a deal is just the beginning of your business relationship with a company! Pipeline helps you stay on top of managing the post-sales relationship through its Customer Management feature set. OUTLOOK: INSTALLING THE ADD-IN Outlook: Installing the Add-In. The Outlook add-in creates bi-directional sync with Pipeline and your Outlook calendar and contacts. The Pipeline Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server. HOW DO I DELETE OR REMOVE A USER? How do I delete or remove a user? Navigate to Active Users page then inline with their name click Actions > Mark as inactive.. The user will need to be marked as inactive rather than deleted. Once they're marked as inactive, they are no longer able to log in to Pipeline and you can either invite someone to take their place or decrease your number of seat licenses on your Payment & Billing page. CAREERS - PIPELINE CRM Founded in 2006, Pipeline is the most adopted sales enablement software for small and midsize businesses, empowering sales teams across industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales-focused features, and leading customer support and service. Today, more than 18,000 users in 60 countries use Pipeline to gainLANDING PAGE 2.0
Get x-ray insights into why deals are going cold and at which stage with our Deal Intelligence fields. This powerful, customizable coaching tool flags the clogs and leaks so your team can rescue the deal BEFORE it’s too late. Like the bat signal —but moreprofitable.
FREE 14-DAY TRIAL
Start using the #1 rated sales platform for business. Loved by over 18,000 companies from across the world.HOW-TO VIDEOS
Get Geeky & Create Cool Reports. Post Sale Customer Management. Excel Demo. Deal profile. Get started by watching our Pipeline overview training video: Learn how to use PipelineDeals in an hour. 39:19. Last updated on May 21, 2021.GETTING STARTED
Getting Started. Sort by Default Sort A-Z Sort by Popularity Sort by Last Updated. Introduction. Companies, Deals & People. Add Companies, Deals and People. My Profile. How Pipeline Works with Email. Tasks, Events & Activities. Dashboard.MULTIPLE PIPELINES
Multiple pipelines are designed for accounts with multiple products and services that go through different sales processes with multiple phases. Once the sales team has closed a deal, they can pass the opportunity to the post-sales pipeline and buildUPCOMING WEBINARS
Upcoming Webinars June 2021 Webinars. Basics & Brushups Tuesday, June 1 - Register here! This monthly recurring webinar is intended for newand
EMAIL ACTIVITIES
Email activities BCC Tracking. When you click on an email address in Pipeline, the new message will automatically write your contact’s email address in the TO field and write cc@app.pipelinecrm.com in the BCC field.. By placing cc@app.pipelinecrm.com in the BCC field, Pipeline will track your correspondence as an email activity on your contact’s profile page and upload any file DEAL PROFILE OVERVIEW Deal Profile Overview. A Deal profile page is a dynamic dashboard of the most recent information about a deal in Pipeline. From this page, you can edit information about your deal, record activities and add people associated with the deal. Additional information on what youwill find on a
TEAM MANAGEMENT
Create and customize teams. Click on Create a new team on the Users page and follow the steps: Create a new team (team name and optional reports to team-to-team hierarchy) Add users (new or existing) Set visibility (visibility is set on a team level so all members have PIPELINE - SUPERCHARGE YOUR SALES Give us a ring! +1 866-702-7303. Getting started is easy with personalized onboarding services. Our support is known for picking up in two rings, no phone trees involved. We do custom development. If it’s not “out of the box,” just ask. FREE-TRIAL LANDING PAGE 3. Powerful insights anywhere you go. Know exactly where your deals stand, from wherever you're standing. With the mobile app, Pipeline travels with you. Zoom in on any deal and view all past interactions in one clutter-free sales hub on your phone. Get Started. 4. Forecast sales accurately. Pipeline's custom reporting allows you to trackgoals
FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
Basic Features. Multiple sales Pipelines. Custom deal stages. Unlimited leads, contacts, deals, & companies. Unlimited file storage. Leading mobile app. Unlimited custom reports/dashboards. Import/export data with Excel or another CRM. Project Management.KNOWLEDGE BASE
Common questions and support articles. How can we help? SearchACCOUNT PLANS
25 Custom fields. One Team - Teams can help keep the account organized and set visibility settings that are more customized to that particular group of people. One Pipeline -Your Pipeline can help organize the account. One Automation - Automations eliminate repetitive work such as HOW PIPELINE WORKS WITH EMAIL How it works. This new email alias functions similarly to the cc@pipelinecrm.com address. When you’re preparing to send a quote to your customer add the qc@pipelinecrm.com to either the cc or bcc line of your message and when you hit send, a record of that quote activity will be stored in your Pipeline account.CREATE A CUSTOMER
Create a customer. Winning a deal is just the beginning of your business relationship with a company! Pipeline helps you stay on top of managing the post-sales relationship through its Customer Management feature set. OUTLOOK: INSTALLING THE ADD-IN Outlook: Installing the Add-In. The Outlook add-in creates bi-directional sync with Pipeline and your Outlook calendar and contacts. The Pipeline Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server. HOW DO I DELETE OR REMOVE A USER? How do I delete or remove a user? Navigate to Active Users page then inline with their name click Actions > Mark as inactive.. The user will need to be marked as inactive rather than deleted. Once they're marked as inactive, they are no longer able to log in to Pipeline and you can either invite someone to take their place or decrease your number of seat licenses on your Payment & Billing page. PIPELINE - SUPERCHARGE YOUR SALES Give us a ring! +1 866-702-7303. Getting started is easy with personalized onboarding services. Our support is known for picking up in two rings, no phone trees involved. We do custom development. If it’s not “out of the box,” just ask. FREE-TRIAL LANDING PAGE 3. Powerful insights anywhere you go. Know exactly where your deals stand, from wherever you're standing. With the mobile app, Pipeline travels with you. Zoom in on any deal and view all past interactions in one clutter-free sales hub on your phone. Get Started. 4. Forecast sales accurately. Pipeline's custom reporting allows you to trackgoals
FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
Basic Features. Multiple sales Pipelines. Custom deal stages. Unlimited leads, contacts, deals, & companies. Unlimited file storage. Leading mobile app. Unlimited custom reports/dashboards. Import/export data with Excel or another CRM. Project Management.KNOWLEDGE BASE
Common questions and support articles. How can we help? SearchACCOUNT PLANS
25 Custom fields. One Team - Teams can help keep the account organized and set visibility settings that are more customized to that particular group of people. One Pipeline -Your Pipeline can help organize the account. One Automation - Automations eliminate repetitive work such as HOW PIPELINE WORKS WITH EMAIL How it works. This new email alias functions similarly to the cc@pipelinecrm.com address. When you’re preparing to send a quote to your customer add the qc@pipelinecrm.com to either the cc or bcc line of your message and when you hit send, a record of that quote activity will be stored in your Pipeline account.CREATE A CUSTOMER
Create a customer. Winning a deal is just the beginning of your business relationship with a company! Pipeline helps you stay on top of managing the post-sales relationship through its Customer Management feature set. OUTLOOK: INSTALLING THE ADD-IN Outlook: Installing the Add-In. The Outlook add-in creates bi-directional sync with Pipeline and your Outlook calendar and contacts. The Pipeline Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server. HOW DO I DELETE OR REMOVE A USER? How do I delete or remove a user? Navigate to Active Users page then inline with their name click Actions > Mark as inactive.. The user will need to be marked as inactive rather than deleted. Once they're marked as inactive, they are no longer able to log in to Pipeline and you can either invite someone to take their place or decrease your number of seat licenses on your Payment & Billing page. CAREERS - PIPELINE CRM Founded in 2006, Pipeline is the most adopted sales enablement software for small and midsize businesses, empowering sales teams across industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales-focused features, and leading customer support and service. Today, more than 18,000 users in 60 countries use Pipeline to gainLANDING PAGE 2.0
Get x-ray insights into why deals are going cold and at which stage with our Deal Intelligence fields. This powerful, customizable coaching tool flags the clogs and leaks so your team can rescue the deal BEFORE it’s too late. Like the bat signal —but moreprofitable.
FREE 14-DAY TRIAL
Start using the #1 rated sales platform for business. Loved by over 18,000 companies from across the world.HOW-TO VIDEOS
Get Geeky & Create Cool Reports. Post Sale Customer Management. Excel Demo. Deal profile. Get started by watching our Pipeline overview training video: Learn how to use PipelineDeals in an hour. 39:19. Last updated on May 21, 2021.GETTING STARTED
Getting Started. Sort by Default Sort A-Z Sort by Popularity Sort by Last Updated. Introduction. Companies, Deals & People. Add Companies, Deals and People. My Profile. How Pipeline Works with Email. Tasks, Events & Activities. Dashboard.MULTIPLE PIPELINES
Multiple pipelines are designed for accounts with multiple products and services that go through different sales processes with multiple phases. Once the sales team has closed a deal, they can pass the opportunity to the post-sales pipeline and buildUPCOMING WEBINARS
Upcoming Webinars June 2021 Webinars. Basics & Brushups Tuesday, June 1 - Register here! This monthly recurring webinar is intended for newand
EMAIL ACTIVITIES
Email activities BCC Tracking. When you click on an email address in Pipeline, the new message will automatically write your contact’s email address in the TO field and write cc@app.pipelinecrm.com in the BCC field.. By placing cc@app.pipelinecrm.com in the BCC field, Pipeline will track your correspondence as an email activity on your contact’s profile page and upload any file DEAL PROFILE OVERVIEW Deal Profile Overview. A Deal profile page is a dynamic dashboard of the most recent information about a deal in Pipeline. From this page, you can edit information about your deal, record activities and add people associated with the deal. Additional information on what youwill find on a
TEAM MANAGEMENT
Create and customize teams. Click on Create a new team on the Users page and follow the steps: Create a new team (team name and optional reports to team-to-team hierarchy) Add users (new or existing) Set visibility (visibility is set on a team level so all members have PIPELINE - SUPERCHARGE YOUR SALES Give us a ring! +1 866-702-7303. Getting started is easy with personalized onboarding services. Our support is known for picking up in two rings, no phone trees involved. We do custom development. If it’s not “out of the box,” just ask. FREE-TRIAL LANDING PAGE 3. Powerful insights anywhere you go. Know exactly where your deals stand, from wherever you're standing. With the mobile app, Pipeline travels with you. Zoom in on any deal and view all past interactions in one clutter-free sales hub on your phone. Get Started. 4. Forecast sales accurately. Pipeline's custom reporting allows you to trackgoals
FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
Basic Features. Multiple sales Pipelines. Custom deal stages. Unlimited leads, contacts, deals, & companies. Unlimited file storage. Leading mobile app. Unlimited custom reports/dashboards. Import/export data with Excel or another CRM. Project Management. CAREERS - PIPELINE CRM Founded in 2006, Pipeline is the most adopted sales enablement software for small and midsize businesses, empowering sales teams across industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales-focused features, and leading customer support and service. Today, more than 18,000 users in 60 countries use Pipeline to gainKNOWLEDGE BASE
Common questions and support articles. How can we help? Search HOW DO I DELETE OR REMOVE A USER? How do I delete or remove a user? Navigate to Active Users page then inline with their name click Actions > Mark as inactive.. The user will need to be marked as inactive rather than deleted. Once they're marked as inactive, they are no longer able to log in to Pipeline and you can either invite someone to take their place or decrease your number of seat licenses on your Payment & Billing page.ACCOUNT PLANS
25 Custom fields. One Team - Teams can help keep the account organized and set visibility settings that are more customized to that particular group of people. One Pipeline -Your Pipeline can help organize the account. One Automation - Automations eliminate repetitive work such asCREATE A CUSTOMER
Create a customer. Winning a deal is just the beginning of your business relationship with a company! Pipeline helps you stay on top of managing the post-sales relationship through its Customer Management feature set. HOW PIPELINE WORKS WITH EMAIL How it works. This new email alias functions similarly to the cc@pipelinecrm.com address. When you’re preparing to send a quote to your customer add the qc@pipelinecrm.com to either the cc or bcc line of your message and when you hit send, a record of that quote activity will be stored in your Pipeline account. PIPELINE - SUPERCHARGE YOUR SALES Give us a ring! +1 866-702-7303. Getting started is easy with personalized onboarding services. Our support is known for picking up in two rings, no phone trees involved. We do custom development. If it’s not “out of the box,” just ask. FREE-TRIAL LANDING PAGE 3. Powerful insights anywhere you go. Know exactly where your deals stand, from wherever you're standing. With the mobile app, Pipeline travels with you. Zoom in on any deal and view all past interactions in one clutter-free sales hub on your phone. Get Started. 4. Forecast sales accurately. Pipeline's custom reporting allows you to trackgoals
FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
Basic Features. Multiple sales Pipelines. Custom deal stages. Unlimited leads, contacts, deals, & companies. Unlimited file storage. Leading mobile app. Unlimited custom reports/dashboards. Import/export data with Excel or another CRM. Project Management. CAREERS - PIPELINE CRM Founded in 2006, Pipeline is the most adopted sales enablement software for small and midsize businesses, empowering sales teams across industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales-focused features, and leading customer support and service. Today, more than 18,000 users in 60 countries use Pipeline to gainKNOWLEDGE BASE
Common questions and support articles. How can we help? Search HOW DO I DELETE OR REMOVE A USER? How do I delete or remove a user? Navigate to Active Users page then inline with their name click Actions > Mark as inactive.. The user will need to be marked as inactive rather than deleted. Once they're marked as inactive, they are no longer able to log in to Pipeline and you can either invite someone to take their place or decrease your number of seat licenses on your Payment & Billing page.ACCOUNT PLANS
25 Custom fields. One Team - Teams can help keep the account organized and set visibility settings that are more customized to that particular group of people. One Pipeline -Your Pipeline can help organize the account. One Automation - Automations eliminate repetitive work such asCREATE A CUSTOMER
Create a customer. Winning a deal is just the beginning of your business relationship with a company! Pipeline helps you stay on top of managing the post-sales relationship through its Customer Management feature set. HOW PIPELINE WORKS WITH EMAIL How it works. This new email alias functions similarly to the cc@pipelinecrm.com address. When you’re preparing to send a quote to your customer add the qc@pipelinecrm.com to either the cc or bcc line of your message and when you hit send, a record of that quote activity will be stored in your Pipeline account.FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
We worked hard to design the most adopted CRM among SMBs, so we understand the journey it takes to reach CRM success. We offer a series of videos and articles in our Knowledge Base and we have a Customer Care team standing by to assist with any queries. If you are searching for more personalized service or training for your company, you can inquire about our Start Services programs managed byLANDING PAGE 2.0
Get x-ray insights into why deals are going cold and at which stage with our Deal Intelligence fields. This powerful, customizable coaching tool flags the clogs and leaks so your team can rescue the deal BEFORE it’s too late. Like the bat signal —but moreprofitable.
GETTING STARTED
Getting Started. Sort by Default Sort A-Z Sort by Popularity Sort by Last Updated. Introduction. Companies, Deals & People. Add Companies, Deals and People. My Profile. How Pipeline Works with Email. Tasks, Events & Activities. Dashboard. NEW PERSON PROFILE CHANGES New Person Profile Changes. Over the course of May 2021, all users will see a new and more modern person profile in Pipeline. The goal of this change, along with all other user interface changes our team is making, is to update the platform so our team can release FILES - KNOWLEDGE BASE Files. To view all of the files that have been uploaded to your account that you have permission to see, click on the arrow next to Reports > Files. Here, you’ll get a list view of files uploaded on Company, Deal, and Person profile pages, files attached to emails tracked in Pipeline, and any shared files in the account. Sort andfilter for
REASSIGN PEOPLE
Reassign People. Depending on user role permissions, you can reassign ownership of a person to another user on your account from either the person's profile page or the Owner column in a People list view.. From a Person profile page. From the person profile page, click the user's name next to owner and choose a user from the dropdown menu.The new owner will receive an email notificationACTIVITY REPORT
The Activity Report, located under the Reports tab, is a great way to view all activities that you and your team have added to your account. For each activity, you can see: which person, deal and/or company the activity is written about. which user recorded the activity and the date it was recorded. the activity category, such as a phone callSTARRED LISTS
Starred Lists. Starred lists are a powerful way to enhance the function of saving lists in Pipeline. Saved lists allow users to create workflows and reports to quickly access later, and starring a saved list adds additional functionality to help you keep a close eye on the data that’s important to you.CUSTOM FIELD GROUPS
Custom Field Groups. Custom Field Groups allow you to group related fields together to maintain organization and help with efficiency. Custom field groups will appear in a few places around Pipeline such as on profile pages, when choosing columns to add/remove from a list view, and when customizing the new person/deal/company form. PIPELINE - SUPERCHARGE YOUR SALES Made by Salespeople, For Salespeople Get a sales platform that offers easy setup, seamless integrations, and intuitive tools. With Pipeline, you’ll have everything you need to accelerate sales. FREE-TRIAL LANDING PAGE 5. Service you can count on. We won't route you to someone halfway across the world or put you through the ringer. Our US-based customer service team answers when you call and will only be satisfied when you're getting the most out of Pipeline.FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
We worked hard to design the most adopted CRM among SMBs, so we understand the journey it takes to reach CRM success. We offer a series of videos and articles in our Knowledge Base and we have a Customer Care team standing by to assist with any queries. If you are searching for more personalized service or training for your company, you can inquire about our Start Services programs managed by CAREERS - PIPELINE CRM Founded in 2006, Pipeline is the most adopted sales enablement software for small and midsize businesses, empowering sales teams across industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales-focused features, and leading customer support and service. Today, more than 18,000 users in 60 countries use Pipeline to gainKNOWLEDGE BASE
Common questions and support articles. How can we help? SearchACCOUNT PLANS
Account Plans. Pipeline offers three subscription plans which offer an increasing number of features! Our Start plan is our most basic plan offering:. Unlimited Companies, People, and Deals HOW DO I DELETE OR REMOVE A USER? How do I delete or remove a user? Navigate to Active Users page then inline with their name click Actions > Mark as inactive.. The user will need to be marked as inactive rather than deleted. Once they're marked as inactive, they are no longer able to log in to Pipeline and you can either invite someone to take their place or decrease your number of seat licenses on your Payment & Billing page. HOW PIPELINE WORKS WITH EMAIL How Pipeline Works With Email (Start Accounts) 9:18 Pipeline has several features to help you track email correspondence with your contacts and leads (start pla OUTLOOK: INSTALLING THE ADD-IN Outlook: Installing the Add-In. The Outlook add-in creates bi-directional sync with Pipeline and your Outlook calendar and contacts. The Pipeline Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server. PIPELINE - SUPERCHARGE YOUR SALES Made by Salespeople, For Salespeople Get a sales platform that offers easy setup, seamless integrations, and intuitive tools. With Pipeline, you’ll have everything you need to accelerate sales. FREE-TRIAL LANDING PAGE 5. Service you can count on. We won't route you to someone halfway across the world or put you through the ringer. Our US-based customer service team answers when you call and will only be satisfied when you're getting the most out of Pipeline.FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
We worked hard to design the most adopted CRM among SMBs, so we understand the journey it takes to reach CRM success. We offer a series of videos and articles in our Knowledge Base and we have a Customer Care team standing by to assist with any queries. If you are searching for more personalized service or training for your company, you can inquire about our Start Services programs managed by CAREERS - PIPELINE CRM Founded in 2006, Pipeline is the most adopted sales enablement software for small and midsize businesses, empowering sales teams across industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales-focused features, and leading customer support and service. Today, more than 18,000 users in 60 countries use Pipeline to gainKNOWLEDGE BASE
Common questions and support articles. How can we help? SearchACCOUNT PLANS
Account Plans. Pipeline offers three subscription plans which offer an increasing number of features! Our Start plan is our most basic plan offering:. Unlimited Companies, People, and Deals HOW DO I DELETE OR REMOVE A USER? How do I delete or remove a user? Navigate to Active Users page then inline with their name click Actions > Mark as inactive.. The user will need to be marked as inactive rather than deleted. Once they're marked as inactive, they are no longer able to log in to Pipeline and you can either invite someone to take their place or decrease your number of seat licenses on your Payment & Billing page. HOW PIPELINE WORKS WITH EMAIL How Pipeline Works With Email (Start Accounts) 9:18 Pipeline has several features to help you track email correspondence with your contacts and leads (start pla OUTLOOK: INSTALLING THE ADD-IN Outlook: Installing the Add-In. The Outlook add-in creates bi-directional sync with Pipeline and your Outlook calendar and contacts. The Pipeline Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server.PIPELINE - PRICING
We worked hard to design the most adopted CRM among SMBs, so we understand the journey it takes to reach CRM success. We offer a series of videos and articles in our Knowledge Base and we have a Customer Care team standing by to assist with any queries. If you are searching for more personalized service or training for your company, you can inquire about our Start Services programs managed byGETTING STARTED
Common questions and support articles. Introduction; Companies, Deals & People; Add Companies, Deals and People; My Profile NEW PERSON PROFILE CHANGES New Person Profile Changes. Over the course of May 2021, all users will see a new and more modern person profile in Pipeline. The goal of this change, along with all other user interface changes our team is making, is to update the platform so our team can release FILES - KNOWLEDGE BASE To view all of the files that have been uploaded to your account that you have permission to see, click on the arrow next to Reports > Files.Here, you’ll get a list view of files uploaded on Company, Deal, and Person profile pages, files attached to emails tracked inMULTIPLE PIPELINES
Multiple Pipelines. Track and follow your customer’s lifecycle through your company’s unique sales and post-sales process usingmultiple pipelines!
INTEGRATIONS
Common questions and support articles. How do I remove duplicate contacts creating in PipelineDeals from Google Contacts and Calendarsync?
REASSIGN PEOPLE
Reassign People. Depending on user role permissions, you can reassign ownership of a person to another user on your account from either the person's profile page or the Owner column in a People list view.. From a Person profile page. From the person profile page, click the user's name next to owner and choose a user from the dropdown menu.The new owner will receive an email notificationSTARRED LISTS
Starred Lists. Starred lists are a powerful way to enhance the function of saving lists in Pipeline. Saved lists allow users to create workflows and reports to quickly access later, and starring a saved list adds additional functionality to help you keep a close eye on the data that’s important to you.ACTIVITY REPORT
The Activity Report, located under the Reports tab, is a great way to view all activities that you and your team have added to your account. For each activity, you can see: which person, deal and/or company the activity is written about; which user recorded the activity and the date it was recordedCUSTOM FIELD GROUPS
Custom Field Groups. Custom Field Groups allow you to group related fields together to maintain organization and help with efficiency. Custom field groups will appear in a few places around Pipeline such as on profile pages, when choosing columns to add/remove from a list view, and when customizing the new person/deal/company form. PIPELINE - SUPERCHARGE YOUR SALES Made by Salespeople, For Salespeople Get a sales platform that offers easy setup, seamless integrations, and intuitive tools. With Pipeline, you’ll have everything you need to accelerate sales. FREE-TRIAL LANDING PAGE 5. Service you can count on. We won't route you to someone halfway across the world or put you through the ringer. Our US-based customer service team answers when you call and will only be satisfied when you're getting the most out of Pipeline.FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
We worked hard to design the most adopted CRM among SMBs, so we understand the journey it takes to reach CRM success. We offer a series of videos and articles in our Knowledge Base and we have a Customer Care team standing by to assist with any queries. If you are searching for more personalized service or training for your company, you can inquire about our Start Services programs managed by CAREERS - PIPELINE CRM Founded in 2006, Pipeline is the most adopted sales enablement software for small and midsize businesses, empowering sales teams across industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales-focused features, and leading customer support and service. Today, more than 18,000 users in 60 countries use Pipeline to gainKNOWLEDGE BASE
Common questions and support articles. How can we help? SearchACCOUNT PLANS
Account Plans. Pipeline offers three subscription plans which offer an increasing number of features! Our Start plan is our most basic plan offering:. Unlimited Companies, People, and Deals HOW DO I DELETE OR REMOVE A USER? How do I delete or remove a user? Navigate to Active Users page then inline with their name click Actions > Mark as inactive.. The user will need to be marked as inactive rather than deleted. Once they're marked as inactive, they are no longer able to log in to Pipeline and you can either invite someone to take their place or decrease your number of seat licenses on your Payment & Billing page. HOW PIPELINE WORKS WITH EMAIL How Pipeline Works With Email (Start Accounts) 9:18 Pipeline has several features to help you track email correspondence with your contacts and leads (start pla OUTLOOK: INSTALLING THE ADD-IN Outlook: Installing the Add-In. The Outlook add-in creates bi-directional sync with Pipeline and your Outlook calendar and contacts. The Pipeline Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server. PIPELINE - SUPERCHARGE YOUR SALES Made by Salespeople, For Salespeople Get a sales platform that offers easy setup, seamless integrations, and intuitive tools. With Pipeline, you’ll have everything you need to accelerate sales. FREE-TRIAL LANDING PAGE 5. Service you can count on. We won't route you to someone halfway across the world or put you through the ringer. Our US-based customer service team answers when you call and will only be satisfied when you're getting the most out of Pipeline.FEATURES - PIPELINE
Replace or Integrate with Anything. Our open-source API covers all aspects of Pipeline so you can connect custom apps quickly. We also offer custom development for anyPIPELINE - PRICING
We worked hard to design the most adopted CRM among SMBs, so we understand the journey it takes to reach CRM success. We offer a series of videos and articles in our Knowledge Base and we have a Customer Care team standing by to assist with any queries. If you are searching for more personalized service or training for your company, you can inquire about our Start Services programs managed by CAREERS - PIPELINE CRM Founded in 2006, Pipeline is the most adopted sales enablement software for small and midsize businesses, empowering sales teams across industries to build game changing relationships. Pipeline is built around an easy-to-use and customizable user experience, sales-focused features, and leading customer support and service. Today, more than 18,000 users in 60 countries use Pipeline to gainKNOWLEDGE BASE
Common questions and support articles. How can we help? SearchACCOUNT PLANS
Account Plans. Pipeline offers three subscription plans which offer an increasing number of features! Our Start plan is our most basic plan offering:. Unlimited Companies, People, and Deals HOW DO I DELETE OR REMOVE A USER? How do I delete or remove a user? Navigate to Active Users page then inline with their name click Actions > Mark as inactive.. The user will need to be marked as inactive rather than deleted. Once they're marked as inactive, they are no longer able to log in to Pipeline and you can either invite someone to take their place or decrease your number of seat licenses on your Payment & Billing page. HOW PIPELINE WORKS WITH EMAIL How Pipeline Works With Email (Start Accounts) 9:18 Pipeline has several features to help you track email correspondence with your contacts and leads (start pla OUTLOOK: INSTALLING THE ADD-IN Outlook: Installing the Add-In. The Outlook add-in creates bi-directional sync with Pipeline and your Outlook calendar and contacts. The Pipeline Outlook add-in is built for Outlook 2013, Outlook 2016, Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server.PIPELINE - PRICING
We worked hard to design the most adopted CRM among SMBs, so we understand the journey it takes to reach CRM success. We offer a series of videos and articles in our Knowledge Base and we have a Customer Care team standing by to assist with any queries. If you are searching for more personalized service or training for your company, you can inquire about our Start Services programs managed byGETTING STARTED
Common questions and support articles. Introduction; Companies, Deals & People; Add Companies, Deals and People; My Profile NEW PERSON PROFILE CHANGES New Person Profile Changes. Over the course of May 2021, all users will see a new and more modern person profile in Pipeline. The goal of this change, along with all other user interface changes our team is making, is to update the platform so our team can release FILES - KNOWLEDGE BASE To view all of the files that have been uploaded to your account that you have permission to see, click on the arrow next to Reports > Files.Here, you’ll get a list view of files uploaded on Company, Deal, and Person profile pages, files attached to emails tracked inMULTIPLE PIPELINES
Multiple Pipelines. Track and follow your customer’s lifecycle through your company’s unique sales and post-sales process usingmultiple pipelines!
INTEGRATIONS
Common questions and support articles. How do I remove duplicate contacts creating in PipelineDeals from Google Contacts and Calendarsync?
REASSIGN PEOPLE
Reassign People. Depending on user role permissions, you can reassign ownership of a person to another user on your account from either the person's profile page or the Owner column in a People list view.. From a Person profile page. From the person profile page, click the user's name next to owner and choose a user from the dropdown menu.The new owner will receive an email notificationSTARRED LISTS
Starred Lists. Starred lists are a powerful way to enhance the function of saving lists in Pipeline. Saved lists allow users to create workflows and reports to quickly access later, and starring a saved list adds additional functionality to help you keep a close eye on the data that’s important to you.ACTIVITY REPORT
The Activity Report, located under the Reports tab, is a great way to view all activities that you and your team have added to your account. For each activity, you can see: which person, deal and/or company the activity is written about; which user recorded the activity and the date it was recordedCUSTOM FIELD GROUPS
Custom Field Groups. Custom Field Groups allow you to group related fields together to maintain organization and help with efficiency. Custom field groups will appear in a few places around Pipeline such as on profile pages, when choosing columns to add/remove from a list view, and when customizing the new person/deal/company form. See how Pipeline is handling the Corona Virus spread for our customersLearn more
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