Pipeline CRM

5 reasons to use a CR
5 Reasons To Start Using CRM Systems
February 26, 2023
Compliance accessibility with ADA compliance
Get Higher SEO rankings with Website Accessibility
April 24, 2023
5 reasons to use a CR
5 Reasons To Start Using CRM Systems
February 26, 2023
Compliance accessibility with ADA compliance
Get Higher SEO rankings with Website Accessibility
April 24, 2023

Pipeline CRM is one of the many CRM platforms on the market today. Having used it we consider it very good in certain instances.  A CRM in general is an exceptional automated tool for sales management as well as customer service management

Are you tired of juggling multiple spreadsheets and struggling to keep track of all your emails and customers’ needs? A CRM is an automated tool to gain control and organization over these management functions where your team — from sales through customer service — can share records and thus each knows what is happening in real-time with pending and existing customers.

What is a CRM?

A pipeline CRM, or customer relationship management system, is a software application that enables businesses to track and manage customer interactions and data. This includes contact details, purchasing history, and support requests. Additionally, a CRM system can also help businesses automate tasks such as sales follow-up, marketing campaign emails, and customer service.

There are many different types of CRM systems available on the market today. Some CRM systems are designed for specific industries, while others are more general purpose. There are also CRM systems that are web-based or cloud-based, which means they can be accessed from anywhere with an Internet connection. No matter what type of CRM system you choose, it should be able to save you time and money by automating tasks and providing you with valuable insights into your customers.

How can a CRM help with sales management?

By automating various tasks associated with the sales management cycle, a CRM can help sales teams track sales prospects. They can assign them to different stages of the sales process, while also setting up drip email campaigns to nature a lead, and also automate triggers of certain actions to create new actions — such as creating follow-up tasks, for example.

About Pipeline CRM

PipelinePROS: Running multiple types of businesses through the years. I used PipelineCRM specifically for advertising sales when I was managing an online magazine. I found it superior to the others I had tried at the time because it provided a full view of everything in the pipeline, as opposed to many others that didn’t.
CONS: The only con I encountered was that it wasn’t able to automate email triggers; instead it automates action triggers — such as automatically creating a task to send an email, rather than automatically sending the email. Whether this will negatively affect your efforts depends on the type of business you’re operating, the broad or narrow sales efforts you’re engaged in, and the column of that engagement.

It’s worth noting that from a customer service standpoint, it would not likely have much of an impact. Try PipelineCRM Free Here

How can a CRM help with customer service management?

A CRM can help customer service management in a few key ways.

First, a CRM can automate key processes so that your team can focus on providing great customer service, rather than on administrative tasks.Track new sales leads status For example, a pipeline CRM can automatically send out follow-up emails to customers after they make a purchase, or reach out to them proactively if they haven’t interacted with your brand in a while.

(NOTE: while some CRMs — such as HubSpot, Zoho, and others can automate emails,  PipelineCRM, Nutshell, and others, cannot –although they can, however, automate tasks to send the emails).

Second, a CRM can provide your team with valuable insights into your customers’ behavior. This data can help you identify patterns and trends, and make more informed decisions about how to best serve your customers.

Third, a CRM can help you manage multiple channels of customer service more effectively. A good CRM will allow you to keep track of all customer interactions in one place, whether they occur over email, chat, phone, or social media. This way, you can provide each customer with a more seamless and consistent experience.

Overall, a CRM is an invaluable tool for managing customer service. By automating key processes and providing valuable insights into customer behavior, a CRM can help you deliver better customer service and improve your bottom line.

The benefits of using a CRM

A CRM, or customer relationship management system, is an exceptional automated tool for sales management as well as customer service management that can supercharge and streamline your business. By automating key processes and tasks, a CRM can help sales and customer service teams work more efficiently and effectively. Additionally, a CRM can provide valuable insights into customer behavior and trends, which can help improve the quality of sales and customer service interactions.

The features of a CRM

The features of a CRM include:

  • Contact management: A CRM will store all contact information in one place so that it can be easily accessed by sales and customer service teams. This includes names, phone numbers, email addresses, and social media profiles.
  • Lead management: A CRM can help a business generate leads and track its progress through the sales pipeline.
  • Opportunity management: A CRM can help a business keep track of opportunities and follow up promptly.
  • Sales performance: A CRM can help a business track its sales performance against goals, quotas, and KPIs, individually or by teams.
  • Customer service: A CRM can help a business manage customer queries, complaints, and feedback.

How to choose the best CRM for your business

As your business grows, you will inevitably need to start thinking about how to best manage your customer relationships. This is where a CRM (customer relationship management) system comes in. A CRM system helps you keep track of your customers, prospects, and leads so that you can better serve them and close more sales.

But with so many CRMs on the market, how do you choose the best one for your business? Here are a few things to consider:

  1. Your budget. How much are you willing to spend on a CRM system? There are plenty of great options out there that won’t break the bank.
  2. The features you need. Make sure to choose one that has all the bells and whistles you need to run your business effectively.
  3. Ease of use. You don’t want to be bogged down by a complicated CRM system. Easy setup and onboarding have value.
  4. Customer support. Check reviews to make sure customer service is responsive; check reviews.
  5. Integration capabilities. If you’re already using other software programs (such as an accounting program or eCommerce platform), make sure your chosen CRM system can integrate with these other


In conclusion, a CRM can be an exceptional automated tool for sales and customer service management. It provides businesses with the ability to track leads from start to finish, create more efficient recruitment processes, improve customer satisfaction and loyalty, and increase overall efficiency.

Furthermore, it is easy to implement and use for any business size or industry. If you are looking for a system that will help you better manage your sales process as well as provide excellent customer service experience then a CRM could be the perfect solution.

The I2WEBSERVICES team has used and tested many CRMs over the years. If automated email drip campaigns are not essential to your operations, we strongly recommend PipelineCRM, and if they are then we recommend  HubSpot or Zoho as the better choice. If you need help setting up either. or would like other suggestions to feel free to reach out to us.

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Bruce Dugan
Bruce Dugan
A career entrepreneur, he has founded and operated a variety of companies in the areas of freight logistics, music, film, technology, and media, and is currently CEO of Inicia Incorporated.

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