Pipeline CRM

    Introduction

    Why Pipeline CRM?

    Ready to make your sales process a breeze? Pipeline CRM is built to help you and your team get more done — without the headache of complicated tools. Instead of juggling spreadsheets, sticky notes, and disconnected inboxes, you manage your entire sales process — deals, people, tasks, and forecasts — from one centralized hub. We believe in powerful features that work for you, not against you.

    What Pipeline CRM Brings to the Table

    Stay Organized, Close More Deals

    • Keep track of every deal detail in one place.
    • Collaborate with your team to accomplish more, faster.
    • Visualize your sales process through customizable, drag-and-drop pipeline stages.

    Build Relationships That Last

    • Nurture your people with proactive outreach.
    • Qualify leads quickly, so you can focus on the ones that matter.
    • Centralize communication by syncing your email to view communication history, emails, and notes in a single timeline.

    Grow Smarter, Not Harder

    • Learn from your data and improve your process as you go.
    • Streamline your workflow for maximum efficiency.
    • Automate reminders and alerts so nothing gets forgotten, and forecast with confidence using real-time reports on performance and revenue.

    You'll build stronger relationships and close deals more efficiently.

    How Pipeline CRM Is Organized

    Everything in Pipeline CRM is built around four core concepts:

    • Companies & People — Your digital rolodex, where person details, files, and communication history live.
    • Deals — The revenue-generating opportunities tied to a company and, usually, one or more people.
    • Pipelines — The visual roadmap of your sales process, broken into customizable stages (e.g., Qualified → Meeting Booked → Proposal Sent).
    • Activities & Tasks — The day-to-day actions — calls, emails, meetings — that move deals through the pipeline.

    💡 Tip: For a deeper look at how these pieces connect, see Pipeline CRM's Data Model.

    What It Connects With

    Pipeline CRM fits into the tools your team already uses: Google Workspace, Microsoft Outlook & Office 365, QuickBooks Online, Mailchimp, Slack, and Zapier (connecting you to thousands of other apps).

    Sign In to Pipeline CRM

    Sign in to your account at app.pipelinecrm.com/login.

    1. Enter your Email or Username.
    2. Enter your Password.
    3. Select Keep me logged in to stay signed in on this device between visits.
    4. Click Sign In.

    To use your Google account instead, click Sign In with Google below the OR divider.

    Leave Keep me logged in unchecked on shared or public computers so the next person can't reach your account.

    If you've forgotten your password, click Reset my password on the sign-in screen. See Change or Reset Your Pipeline CRM Password for the full process.

    If your account uses multi-factor authentication, you'll be asked for a one-time passcode from your authenticator app after you sign in. See Set Up Multi-Factor Authentication.

    Don't have an account yet? Click Sign Up at the top of the sign-in screen.

    Get Started in Minutes

    1. Create your account and log into your Pipeline CRM dashboard.
    2. Import your people via CSV, or sync them directly from Google or Outlook.
    3. Customize your pipeline stages to match your sales process.
    4. Sync your email to start tracking communications automatically.
    5. Invite your team and assign roles and permissions.
    6. Get support any time — our team is here via chat or email.

    Need help? Contact support at customercare@pipelinecrm.com.