Pipeline CRM
ExternalPipeline CRM is an intuitive, visual sales CRM that simplifies pipeline management with drag-and-drop Kanban boards and customizable deal stages. Powered by a built-in OpenAI-driven AI Email Assistant, it enables effortless email drafting, editing, and personalization while offering unlimited file storage, automations, and a mobile app. Perfect for small to medium sales teams in SaaS, real estate, or finance seeking affordable, quick-setup tools to focus on closing deals rather than complex admin work.
Description
Pipeline CRM is an intuitive, visual sales CRM that simplifies pipeline management with drag-and-drop Kanban boards and customizable deal stages. Powered by a built-in OpenAI-driven AI Email Assistant, it enables effortless email drafting, editing, and personalization while offering unlimited file storage, automations, and a mobile app. Perfect for small to medium sales teams in SaaS, real estate, or finance seeking affordable, quick-setup tools to focus on closing deals rather than complex admin work.
Key capabilities
- Visual pipeline management with Kanban boards
- AI-powered email assistance (OpenAI prompts and edits)
- Automated workflows
- Deal tracking and customization
Core use cases
- 1.Managing sales pipelines for small teams
- 2.AI-assisted email writing and communication
- 3.Tracking deals in SaaS, real estate, finance
Is Pipeline CRM Right for You?
Best for
- Small to medium sales teams focused on simplicity
- Salespeople needing basic, visual CRM without steep learning curve
Not ideal for
- Enterprise teams requiring scalability and advanced features
- Teams needing extensive integrations or marketing tools
- Users prioritizing responsive customer support
Standout features
- Drag-and-drop Kanban boards
- Customizable deal stages
- Unlimited file storage
- Mobile app
- eSign integration
- Automated workflows
Pricing
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Reviews
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User Feedback Highlights
Most Praised
- Intuitive visual interface
- Quick setup and ease of use
- Affordable pricing with good value
- Reliable support with fast responses (claimed)
Common Complaints
- Limited third-party integrations
- Basic automation features
- Performance slowdowns and entry-level limits (250 deals, 1 pipeline)
- Mixed reports on customer support quality