Pipeline CRM

Pipeline CRM

About this app

Pipeline CRM revolutionizes sales teams' operations, combining powerful tools and real-time data to help you close more deals with less effort. Pipeline CRM ensures you're always connected to your sales activities, enabling you to manage your sales pipeline efficiently and effectively from anywhere. Easy-to-use, sales focused features give you immediate insight into your sales funnel and client relationships with up-to-date, real-time data.

With Pipeline CRM mobile app you get:

- Comprehensive Sales Pipeline Management: View, update, and manage your entire sales pipeline. Access detailed deal and contact information to keep up with every opportunity.
Real-Time Updates and Notifications: Stay informed with real-time notifications about mentions, deal wins or losses, and stage changes directly on your device.

- Enhanced Mobility: Add, search, update, and access leads, contacts, and deals on the go. Sales don’t have to stop when you're away from your desk.

- Efficient Task Management: Manage tasks and calendars with ease. Schedule, update, and navigate your appointments and contacts with a few taps.

- Universal Search: Quickly find People, Deals, and Companies with a powerful, universal search function that saves you time.

- Geolocation Features: Map out sales visits and see where your prospects are located relative to your current position with easy one-click navigation.

- Route Planning: Create the most optimized routes to efficiently visit companies and contacts, enhancing your field sales efficiency and saving time.

- Cross-Device Collaboration: Access and update your CRM from any device, ensuring seamless collaboration with your team and up-to-date information at all times.

- Adaptive Conditional Fields: Tailor your CRM experience by setting conditions that require specific fields, disabling them, or flagging them for review, ensuring customized control over data entry and management.

- Instant Updates: All changes sync instantly across devices, enhancing collaboration and providing managers instant insights into team activities.

Getting Started: This app requires a Pipeline CRM account. New customers can explore the features with a 14-day free trial—no credit card required.

Learn more and get started at www.pipelinecrm.com.

Ratings and reviews

Fast, not bloated. Most CRMs feel like mini desktops squeezed into a phone. This app focuses on what sales needs in the field: contacts, deals, activities, and notes. That’s it, and it works.

Onboarding new reps got easier. New hires pick this up quickly. I hand them the app, we do one ride-along, and they’re logging everything themselves by the end of the day.

Helps me hit my numbers. I can see my pipeline, today’s priorities, and stale deals while I’m out. It’s like carrying my sales board around in my pocket. My follow-through has definitely improved.

What’s new

- Bug fixes