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

I like PLD, but this app has a lot of limitations. It can't open deal attachments. Notifications are all or nothing (I want to customize to only see notifications about my teams, exclude duplicates, etc). The app is good for quickly checking something, but majorly lacks the productivity of a true CRM tool.

Totally unsable. I'm on wifi and cant even pull up the today's task list - yet im able to pull the All Todo List but what am i going to do with a list thats start off in 2021? Further, the add new activity button does nothing. Logged in using my gmail and it constantly a logs out - i just switched apps to check my emails!

Im not able to login using my username on the app. It keeps saying invalid username on the app. It just wants the email address. Please fix that issue.

What’s new

- Bug fixes