Close deals on the go. So easy with Pipeline.so
A one-stop-shop for all your sales needs, wherever you need it.
Unleash the power of Pipeline.so. Anywhere.
Whether you work remotely or simply attend a lot of out-of-office lunches, we provide all the freedom you need to keep your pipeline running smoothly.
New lead data, notes, opportunities, communications, or anything else of note is stored right there on the CRM. Whenever anyone on the team completes an action, it’s instantly visible for everyone to see.
True freedom comes from next-level organization.
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Next-door global connection.
Physical space is no longer a barrier to top-level connection. With in-built calling and video meeting capabilities, your team can talk to each other or with leads better than if they were in the next room over.
Find out more about calling!
Spring the offer at precisely the right time.
Every touchpoint with your lead is automatically logged, whether calls, emails, texts, or meetings. Your entire team has an up-to-date view of interactions and history, meaning you can easily assess the right time to make the offer—and clinch the deal.
Find out more about automation!
Automated reminders and follow-ups.
Nothing will fall through the cracks with smart reminders and pre-set follow-ups to always keep in contact with leads and customers. Concentrate on closing deals and forget about the rest. We’ll deal
with that.
Find out more about automation!
Dispersed but united. Welcome to modern team dynamics.
Create a united team across countries and time zones. The ever-updating dashboard always shows a clear, dynamic list of tasks done and those yet to do. No matter what time they sign on, they can see what’s happened and take it from there.
Find out more about reporting!
Promote healthy competition.
Track how individuals are performing and set goals to improve results. If there’s one thing a salesperson loves more than a win—it’s getting more wins than their work friend.
Discover reporting!
Regional forecasting.
Ready to optimize across different geographies? Our reporting features allow you to hone in your pipeline on specific locations to gain sales-driving insights.
