Overview
The affordable, all-in-one CRM your company needs.
Calling all financial salespeople
Every touchpoint, entirely under control.
Reach out. Follow up. Follow through. No matter the channel, you can be where your prospects are—maximizing your chances of making the sale.
Boost your call success
- Call multiple people at once
- Avoid ever hearing a ring tone
- Talk to whoever answers first
- Easily forward or transfer calls
- Pre-record voicemails
These are just a few of the time-saving
call features with Pipeline.so
Transform how you send and receive emails
Emails are great… but they can be a lot of work. You never know where the one you want is, forget to follow up, or simply have to waste time writing them.
With pipeline.so, we make emailing as easy as talking. Automatic follow-ups, personalized templates, bulk emails, scheduled sequences. Anything you need to streamline your process.
And yes, they’re always easy to find and in one place.
Reach around the globe
Built-in, one-click, international SMS for enhanced connection wherever your prospects are.
Whether you want to send reminders, respond to incoming messages, or push your products, everything you want is right where you need it.
Boost your call success
- Call multiple people at once
- Avoid ever hearing a ring tone
- Talk to whoever answers first
- Easily forward or transfer calls
- Pre-record voicemails
These are just a few of the time-saving
call features with Pipeline.so
CRM reporting: Mining modern gold.
The data you collect is gold dust for your business. Don’t let it sit there doing nothing.
Any lead you need, in seconds
Easily locate any information you have about a contact or company with a static text or dynamic search. And if you see a pattern forming, you can create smart views for your most common searches to optimize your sales process.
Put your reports to work
Understand exactly what’s going on in your pipeline by measuring your team’s performance. You’ll be able to see everything including emails sent, opened, response rates, number of calls made, and more.
Then use the information to incentivize your team with positive feedback and healthy competition.
A CRM that actually helps you.
It doesn’t make things easier so there’s no point using it. This could describe many bloated and hard-to-use CRMs out there on the market. Pipeline.so is different. Built with salespeople in mind, its intuitive interface facilitates your workflow and makes your life easier.
A bird's eye view for all the team.
Each email is automatically assigned to the right lead, with the entire history organized for easy access. This allows you to share real-time insights with coworkers, without the need for manual updates.
Oh so beautiful, oh so usable.
It doesn’t make things easier so there’s no point using it. This could describe many bloated and hard-to-use CRMs out there on the market. Pipeline.so is different. Built with salespeople in mind, its intuitive interface facilitates your workflow and makes your life easier.
