Pipeline CRM Pricing Guide 2023: Best CRM We’ve Tested?

The email automation & sync capabilities of Pipeline CRM are a game-changer for streamlining your email efforts!

This feature enables you to:

• Send bulk emails to your leads and existing customers, reducing the time spent sending individual emails.
• Set up and manage email drip campaigns. This allows you to consistently engage with your leads over time, nurturing them through the sales funnel at their own pace and increasing conversion rates.
• Easily connect your existing email account for a seamless workflow.

Our team had no trouble integrating our email account with Pipeline CRM.

The process was user-friendly, and we were up and running in no time.

Here's a sneak peek into the integration process.

Once we integrated our email with Pipeline CRM, we found ourselves able to achieve a multitude of tasks efficiently.

Here's some of what we managed to accomplish during our testing:

• Track email opens and clicks: With effective email tracking, we could monitor who opened our emails and who clicked on the links within. This helped us identify the leads that showed the most interest and allowed us to prioritize our follow-ups.
• Organize email conversations: Pipeline CRM enabled us to keep all our email conversations in one place. We could tie emails to deals, contacts, and cases, making it easier to track the entire history of communications with a specific contact.
• Automate follow-ups: The system allowed us to automate our follow-up emails based on specific triggers. This saved us a lot of time and ensured no leads fell through the cracks.
• Send bulk emails: We could send bulk emails to our leads and customers, reducing the time spent on individual email drafting and dispatching.
• Email templates: We created and utilized professional, personalized email templates that helped keep our messaging consistent and on-brand.
• Scheduling emails: With Pipeline CRM's email scheduling feature, we managed to plan our communications in advance and ensure they went out at the most optimal times.

In essence, email integration led to a significant boost in our efficiency and productivity.

With Pipeline CRM, building relationships with your customers and leads through email is more efficient and effective than ever.

Making data-driven decisions is a core belief at Small Business Bonfire.

We recognize the power that lies in analyzing metrics and drawing actionable insights.

The dashboard view of Pipeline CRM plays a significant role in this, providing an array of advanced analytics tools that are both insightful and easy to digest.

Here are some key aspects of the Dashboard View we found particularly valuable:

• Visual overview: The dashboard clearly represents your business's performance, enabling you to make quick, informed decisions.
• Sales reporting: It offers detailed sales reports, tracking everything from won and lost deals to sales team performance.
• Custom reports: The ability to create custom reports allows you to focus on the metrics that matter most to your business.
• Real-time analytics: We had immediate access to up-to-the-minute data, allowing for faster, more responsive decision-making.
• Forecasting: Pipeline CRM's forecasting capabilities help predict future sales trends, aiding in strategic planning and resource allocation.

Here's a screenshot of our dashboard view during our testing, illustrating the comprehensive and accessible nature of Pipeline CRM's reporting and analytics.

The breakdown: If you're looking to learn from your data and make more informed decisions across the board—Pipeline CRM's Dashboard View is the way to go!

One of the standout features we thoroughly enjoyed about Pipeline CRM is its calendar management.

The calendar view presents a clear and concise overview of all your scheduled tasks, appointments, and follow-ups, making it a breeze to plan your day, week, or even the entire month.

But here's the real kicker: Pipeline CRM's seamless synchronization with Google Calendar.

With just a few clicks, we were able to sync our team's Google Calendar with Pipeline CRM.

This meant all our events, meetings, and deadlines mirrored across both platforms, eliminating the risk of double bookings or overlooked tasks.

During our testing phase, this feature proved incredibly helpful for our team, streamlining our scheduling and ensuring everyone was on the same page about upcoming events and deadlines.

This kind of integration accentuates the value of Pipeline CRM, especially for small to midsize businesses seeking to improve their sales process and overall efficiency.

Check out our monthly calendar view while using Pipeline CRM.

We especially liked how easy it was to differentiate between meetings, tasks, and other important deadlines.

Our takeaway: Pipeline CRM's Calendar View and Sync feature makes it one of the most efficient CRMs on the market when it comes to managing your team's workflow.

It can save you time while also eliminating any potential communication or scheduling errors.

For SMBs, keeping track of contacts is critical.

Efficient contact management reduces the chances of the following happening:

• Communication mishaps
• Missed opportunities
• Delays in delivering customer service

A robust contact management system helps you track every interaction, ensuring nothing slips through the cracks and providing a complete picture of the customer journey (from start to finish).

Pipeline CRM understands the need for effective contact management and delivers a system that's not only powerful but also customizable.

With Pipeline CRM, your contacts aren't just names on a list—they're part of an organized, systematic approach to managing your customers.

Its contact management feature allows you to track every touchpoint, from first contact to post-sales.

We got started testing this feature by adding in some of our affiliate marketing B2B contacts at Small Business Bonfire.

Here's how it looked to add a new person with Pipeline CRM.

With each contact card, we were able to easily add the following:

• Name
• Company
• Title
• Contact info
• Summary

We were also able to customize data fields to match our business needs, giving us full control over how we organized and accessed contact information.

It's straightforward and user-friendly, yet powerful enough to handle everything we threw at it (over three months).

With Pipeline CRM, managing contacts becomes a simple, seamless part of your workflow, not a time-consuming chore.

Check out how our contacts dashboard looked with everything input.

Overall, while contact management may not be the flashiest CRM feature, it's extremely important. Luckily, Pipeline CRM knocks it out of the park!

The agenda management capabilities of Pipeline CRM are the cherry on top of an already awesome platform.

This feature truly takes the hassle out of managing your tasks and meetings.

Here's what we loved about it:

• Customizable dashboard: We absolutely adored the customizable dashboard. It gave us a clear overview of our tasks, meetings, and deadlines. The ability to tailor the layout to our needs meant we had everything we needed at our fingertips.
• Task management: With Pipeline CRM, we could easily create, assign, and track tasks. It was easy to see what needed to be done, who was responsible, and their progress.
• Meeting scheduler: Setting up and managing meetings was a breeze. We could schedule meetings, set reminders, and even assign tasks for meeting preparation.
• Integrations: We could sync our agenda with other tools we use, like Google Calendar and Office 365. This meant no more jumping between tools—everything was in one place.
• Notifications: The notification system ensured we never missed a task or meeting. We could set up email or in-app notifications, or both!

Here's an example of the column customization of our activities dashboard (to give you a better idea).

We were able to add the following activities with just one click:

• Tasks
• Meetings
• Calls
• Seminars
• Emails
• Outreach
• Workshops

Check out the "new activity" card during our three months of testing.

At the end of the day, our everyday business operations were so much smoother with the help of Pipeline's agenda management tools. We were more organized, more efficient, and had a much clearer picture of our business.