Many contractors work on multiple bids and projects at the same time, making it easy to lose track of which bids need to be followed up, who to contact, and when.

Here’s a common scenario:

A prospective customer calls for a quote. You take their information and promise to follow up. But as work piles up, weeks pass before you realize the call was never returned. By then, the customer has moved on, possibly leaving a negative impression that could impact future business.

Many contractors lose potential jobs simply because they lack a system to manage their bids, follow-ups, and client communication. Bids fall through the cracks without proper tracking, leading to missed revenue opportunities.

That’s where a construction CRM comes in. By centralizing bid tracking, automating follow-ups, and providing clear visibility into your sales pipeline, a CRM helps contractors stay organized and improve their win rates. In this article, we’ll explore why a CRM is essential for managing construction bids and how it can streamline your entire sales process.

Why Many Construction Bids Disappear in Sales Pipelines

Ignoring customers is rarely done with bad intentions. Most of the time, the reasons have nothing to do with the customer. When contractors overlook a customer, it usually comes down to one of the following issues:

• You’re too busy with current projects: you have all the customers you can handle right now and can’t take on another project.
• You’re overwhelmed with customer inquiries: you’re becoming well-known for being a dependable contractor and suddenly receive a spike in customer demand.
• A potential project is too small: saying no to a high-effort, low-reward project could lead to a negative review, so it’s easier not to respond.
• You don’t want to work with problem customers: you’re not getting back to this customer as their reputation precedes them.
• Organization is a challenge: you’re a small team, and it’s difficult to keep up with the avalanche of information from customers.

If you’re an experienced contractor, none of this is new. You can probably think of at least one instance where these reasons applied to you.

The bad news is that it’s not good enough anymore. If your construction company is going to survive, you’ll have to track construction bids and consistently follow up using a construction CRM. This ensures no lead falls through the cracks by helping you track, organize, and follow up effectively.

How CRM Bid Management Improves Construction Deal Stage Tracking

At any given time, only 3% of your prospects are ready to buy. This is what’s happening with the rest:

• 7% plan to make a change soon.
• 30% have a need but aren’t ready yet.
• 30% don’t have a need right now.
• 30% will never buy from you.

This means most leads require consistent follow-up to convert. Without a structured approach, you risk wasting time on bad-fit prospects or losing qualified leads due to poor tracking.

A strong bid management process ensures:

• Pre-qualified prospects only: sending bids to the wrong prospects drains time and resources.
• Clearly defined deal stages: knowing where bids succeed or fail helps you improve your sales process.
• A two-way qualification process: prospects should meet set criteria before moving forward.
• Follow-up expectations are set upfront: scheduling follow-ups before submitting a bid keeps the process on track.

Ignoring follow-ups means losing potential revenue, but a CRM ensures no bid falls through the cracks and helps you manage the process efficiently.

To further enhance your bid management process, consider exploring our dedicated Construction CRM solutions. Tailored specifically for the construction industry, these solutions can help streamline your sales pipeline and improve overall efficiency.

How to Use Pipeline CRM to Keep Track and Follow Up on  Construction Leads

Let’s explore how a CRM can help you set up, manage, and track construction bids efficiently, using Pipeline CRM as an example.

Step 1: Customize Deal Stages

Remember the deal stages we mentioned earlier?

We’re going to use those here to set up our examples. Before using them in your business, you’ll want to customize these deal stages. Let’s use the following deal stages:

1. Contact
2. Lead qualification
3. Site visit/needs assessment
4. Proposal/quote
5. Negotiation
6. Contract signing
7. Project start

Deal stages allow you to track a project from beginning to end. With deal stages, you’ll be able to:

• Qualify/disqualify prospects
• Shepherd customers through your pipeline
• Identify problem areas or gaps in your sales process
• Identify areas where sales reps need more training
• Assign data-driven values to each stage

Your customers should earn their way to the next stage. For example, if a contact reaches out to you and requests a quote, you’ll need to qualify the customer or project. You’d want to ask the following questions:

• What’s your budget?
• Is their project in your service area?
• What’s their time frame?
• How will they pay for the project?
• Who will be the project point of contact?

If these prospects give you the needed information, they can move to the needs assessment stage. If you’ve done an assessment and their project is a fit, and they’re willing to agree to your proposal/bid terms, they’ve earned a bid or proposal.

Don’t move customers forward in the process if they haven’t earned it.

Step 2: Record All Bids and Opportunities

Many companies make the mistake of putting all the responsibility in their sales rep.

They expect their sales reps to enter all the bids and opportunities from start to finish. This approach works if your sales reps aren’t overloaded or already juggling a lot.

This is where integrations save the day. If you semi-automate the process and automatically enter contact data, you’ll find getting employees to record all opportunities is much easier.

Here’s a list of the integrations you’ll need.

• Webform integration: if you integrate your CRM and web forms, you can automatically transfer data from your website forms and landing pages to your CRM directly.
• BCC tracking: if your CRM has BCC tracking, your CRM should add prospects to contact lists whenever you send a copy of the email to your CRM. Your sales reps spend zero time on manual data entry, which enables you to set up deals immediately.
• Email integrations: your CRM should integrate with your email tools, especially if you use popular tools like Outlook or Google Workspace. These CRM integrations should help you find, track, and add new contacts. You can also send trackable email messages showing whether your messages were opened or unread.
• Accounting integrations: your CRM should offer two-way integration with popular accounting software and tools. What does this mean? You should be able to sync contacts across both apps (e.g., Pipeline and Quickbooks) and create and view invoices in both apps; you should also be able to send invoices from your CRM (Pipeline in this case) without needing to open Quickbooks.

• Proposal and contract integrations: your CRM should integrate with the tools you’re using to create proposals and contracts. Sales reps should be able to pull these docs into your CRM automatically without switching from one app to another. For example, you should be able to attach a PDF of your proposal or estimate for the appropriate deal to your account. Any activity or change made in one app should be reflected in the other.

Source: PaintScout.com

All the stages in your pipeline that require data entry can be automated or semi-automated. You can pull in all the needed data, consistently recording bids and opportunities. This means sales reps and project managers spend their time working on the portions of deals that actually require their attention.

So, looking at the deal stages in our example:

1. Contact
2. Lead qualification
3. Site visit/needs assessment
4. Proposal/quote
5. Negotiation
6. Contract signing
7. Project start

Automated sales processes can (and should) address the areas in bold.

When you set these integrations up, you automatically import all contact data into your business. This is important because it tells you (a.) that the contact or data exists, so an opportunity should exist for it as well, and (b.) dramatically reduces data entry errors.

Step 3: Create Follow-Up Cadence

When it comes to follow-up, there are two behaviors you should avoid becoming:

• Beggar: this type of salesperson evokes feelings of pity, directly or indirectly. Customers often find begging off-putting, thinking, “Your offer can’t be very good if you have to beg for business.” If they make a purchase, it’s often accompanied by resentment, such as, “I only bought because I felt sorry for you.”
• Pest: while many sales representatives neglect follow-up, some go to the other extreme. They never stop contacting you, bombarding you with incessant, unhelpful messages like, “Got time for a quick call?” or “I’m just checking in to see where things are at.” These salespeople are relentless and never let potential deals fizzle out.

Both of these behaviors become more harmful over time. The problem is that sales reps are easily tempted to engage in these behaviors without a predetermined follow-up system.

How should you follow up on bids? We recommend using a 1:3 email cadence. We’ve provided some email templates in the next section.

You can leverage Pipeline CRM’s email scheduling feature to streamline the lead nurturing process. You can customize the scheduling options based on sales activity triggers (e.g., leads move to SQL stage) or a certain date and time (e.g., one week after sending a proposal). Learn more about how to set up a construction email cadence on Pipeline CRM here.

Need help writing a follow-up email to your construction leads? We provide several email templates that you can steal right away, or use Pipeline CRM’s built-in email writing assistant (powered by OpenAI technology) to help you craft meaningful emails.

Step 4: Monitor Bid Status and Progress

If you’re using a CRM, you should receive a mix of alerts on the status and progress of each project.

• Real-time alerts or notifications: these notifications tell you when activity related to a lead or deal in your pipeline occurs. This includes when tasks are assigned, a call is logged, an email is opened, or a deal stage changes.

• Activity alerts: your CRM should guide your sales team and set meaningful objectives for each of your sales reps. You should be able to track the work your sales reps do every day. Your CRM should provide you with a high-level overview of the historical account of your pipeline, won or lost deals, your active pipeline, deal stage status, and more.

• Deal status updates: you should be able to track the health of each project or deal at a moment’s notice. You should be able to see if the deal is healthy, has slowed, or stopped. This shows you the deals that need immediate attention.

These alerts, trackers, and notifications give you the precious intel you need to track your construction bids. If progress has slowed, stalled, or stopped, you’ll know immediately. These are essential must-haves if you’re shopping for a CRM.

Step 5: Collaborate With Your Sales Team

Using this data, you can have conversations.

If you picked the right CRM and have done the upfront work, you have lots of data to use to make decisions. It’s a straightforward process—the details in these alerts give you the action steps you need to make important changes in your sales process.

If you’ve done this properly, you should know:

• What it takes to pre-qualify your customers
• Which customers are qualified
• Which deals/projects you’re willing to take on (or not)
• How to communicate your decision to customers
• What your sales reps are doing (daily, weekly, monthly)
• How to send fewer proposals but close more deals
• What each project is worth to your construction company
• The steps you need to follow consistently to close deals

These questions come from tracking and monitoring performance and outcomes. If you know the role of a CRM and you’re using it to monitor the performance and outcomes of several groups, you should be looking at:

• Prospects
• Customers
• Sales reps
• Project managers
• Vendors

Each person has a role to play. By tracking performance and outcomes, you can quickly identify the source of any problems in your pipelines.

Step 6: Analyze Performance Reports and Make Changes

There are lots of things you can analyze.

What’s important is focusing your attention on the right reports. When it comes to closing deals, sales managers need to focus their attention on these specific areas:

• Number of SQLs (sales-qualified leads): are we getting enough qualified leads? How many of these prospects lead to revenue?
• Customer engagement: are customers willing to engage with us and provide us with the information and support we need to help them with their projects?
• Deals by stage: which projects have bids out? How many of these projects are moving to negotiation or closing? Which deals have stalled? Why?
• Win/loss ratios: how many of our projects do we win? More than half? Less than half?
• Reasons for win/loss: why did we win, and how can we win more? Why did we lose, and how do we fix the problems or reasons for our loss?
• Bid value: are the projects we win profitable to our construction company? Can we afford to take on more of these projects over time?
• Sales forecasts: are we bringing in more profitable customers/projects or less? Are we on track to meet or exceed our sales quotas?

If we’re focused on these areas, we can drill down to identify the causes of each of our outcomes. What if you’re looking for different categories or types of data?

Your CRM should show you the following:

• Who’s doing what and when (activity tracking)
• How much potential revenue is in your pipeline (deal stages)
• How much revenue you’re on track to close (sales forecasting)
• Which deals are on track
• Which deals need immediate attention (deal insights)

These are simple reports that you can customize. Sure, there is CRM reporting you can analyze, but these are essential if you’re relying on your CRM to help you track, follow up with, and close your construction bids.

Follow-Up Email Templates on Construction Bids (1:3 Email Cadence)

A 1:3 cadence ensures consistent follow-ups without overwhelming prospects. This approach helps qualify leads throughout the follow-up process while keeping communication structured.

How the 1:3 cadence works:

• For every one message or offer sent, follow up at least three
• Space each message appropriately, giving prospects time to respond.
• If a prospect stops responding, send a direct check-in to confirm their interest.
• If they remain unresponsive, move them to a lead nurturing
• If they explicitly decline, remove them from active outreach.

Here’s the 1:3 cadence in action.

Construction Email Template 1: Request for Proposal

Subject: We’ll send you a proposal in 48 hrs. or less.

Hi [Customer],

Appreciate you taking the time to iron out the details of your project. As soon as it’s ready, I’ll send you a link to the proposal. It’ll have all of the details and important next steps. Before I do, when are you free to go over the proposal?

Best,

[Signature]

Construction Email Template 2: Proposal Follow-Up 1

Subject: Who gets to see your proposal?

Hey [Customer],

Who should get a link to your proposal? Is it just you, or are there others who should receive access to this?

Let me know,

[Signature]

Construction Email Template 3: Proposal Follow-Up 2

Subject: Never heard back. What do you want to do?

Hey [Customer],

Haven’t heard from you about a time to go over the proposal. Are you still interested in moving forward with this project?

Let me know,

Construction Email Template 4: Proposal Follow-Up 3

Subject: Have you given up on this project?

Hey [Customer],

Have you given up on this project? If your situation has changed, please let me know so we can update things on our end.

Let me know,

[Signature]

If customers continue to ghost you at this stage, place them on a lead nurturing campaign.

The 1:3 cadence works whether you’re sending out email campaigns, making phone calls, or sending out text messages to your customers. It’s an important point of balance that helps to maintain the quid pro quo nature of selling.

Not sure what to say about each of these deal stages? You can customize these templates for your construction business.

Follow-Up Email Templates for Leads in Various Deal Stages

Construction Email Template for ‘In Contact’ Stage

Hi [Customer],

You mentioned that you’re looking for a team to help you with your [project]. We can help you with that. Can you tell me more about what you’re looking for?

[signature]

Construction Email Template for ‘Lead Qualification’ Stage

Hi [Customer],

Thanks for the details on your [project]. We’ve worked with several other [customers] in the past on a similar project in your area. Before we continue further, we typically [expectation] before we can get started on your project.

Is that okay?

[signature]

Construction Email Template for ‘Site Visit or Needs Assessment’ Deal Stage

Hi [Customer],

We’ll need to come to your location to finish our assessment. Here’s a link to our calendar—please choose a date and time that works well for you.

Talk soon!

[signature]

Construction Email Template for ‘Proposal or Quote’ Stage

Hi [Customer],

I appreciate you taking the time to iron out the details of your project. As soon as it’s ready, I’ll send you a link to the proposal. It’ll have all of the details and important next steps. Before I do, when are you free to go over the proposal?

Best,

[Signature]

Construction Email Template for ‘Negotiation’ Stage

Hi [Customer],

Do the terms laid out in our proposal or agreement work for you? Please let me know if I can clear up any questions or concerns before we move forward.

Best,

[Signature]

Construction Email Template for ‘Contract Signing’ Stage

Hi [Customer],

Thanks for trusting us to take care of your upcoming project! It’s been a genuine pleasure working with you so far, and I look forward to doing great things together. Take a look at the agreement and sign it when you’re ready.

We’ll be all set from there!

Best,

[Signature]

Construction Email Template for ‘Project Start’ Stage

Hi [Customer],

Welcome aboard! We’re excited to show you what we can do. Our crews will be set to start work on [date/time]. Please make sure that you have someone on hand to provide our crews with the access they need.

Let’s get to work! 🙂

[Signature]

You can add three follow-up messages to each of the deal stages messages above. If you want your sales reps to be seen as equals during the sales process, you’ll need to maintain a healthy balance between giving and receiving.

With a CRM, these emails can be automated so no lead is forgotten, automatically triggering follow-ups at the right intervals. This approach keeps prospects engaged and increases the chances of closing the deal.

Contractors Using Pipeline CRM Never Overlook Their Customers

A prospective customer calls, texts, or emails to request a quote. Your CRM automatically imports their information and assigns tasks to the right sales reps. Customers are immediately greeted and acknowledged. Your sales team has coordinated around your CRM—two weeks later, you’re working on negotiating terms and moving to close the deal.

Now, this deal is yours forever. 

Tracking bids and following up consistently is the key to winning more construction projects. The right CRM ensures every lead is captured, every follow-up is timely, and no opportunity is lost due to disorganization. With Pipeline CRM, you can automate follow-ups, manage bids efficiently, and keep your sales pipeline moving.

Don’t let potential deals slip away—try Pipeline CRM today.

Today, we’ll take a look at the emerging CRM trends and technologies you’ll want to adopt in your business this year. This includes a higher demand for omnichannel customer experience, more AI-powered CRM solutions, and the increasing need for social CRM. Let’s dive into some of the best CRM features for 2025.

CRM Trend 1: AI-Powered CRMs for Smarter Sales Processes

Some people are pro-AI, while some oppose it. Those who oppose AI applications in sales processes think that artificial intelligence cannot deliver high-quality products like humans can; therefore, why bother adopting AI to their CRM ecosystem? In reality, the evidence we’re seeing shows the direct opposite.

We’re seeing AI rapidly becoming one of the best innovative CRM technologies. How do we know?

1. The world’s data doubles every 12 hours. Not too long ago, it took years for that to happen.
2. The number of transistors on an integrated circuit doubles every two years, thanks to Moore’s law.
3. As a result, AI computational power doubles every 6 mo.

So what does this mean?

AI gets a new, more powerful brain every two years, and the data they have to learn from doubles every 12 hours. If you’re not using AI and AI-powered CRM to grow your business, you should be. AI continues to change things for the better. Here’s how it will improve your CRM campaigns:

1. Smarter predictive analytics: As AI learning models improve, CRMs will be better at predicting customer behavior, managing workflows, and anticipating customer needs.
2. Advanced customer personalization: CRM and sales software will better personalize content for prospects, customers, and vendors throughout their respective journeys. This will naturally improve the user and customer experience and the sales reps.
3. Low-code/no-code platforms enable employees to create AI sales workflows, processes, and systems, improving collaboration. Your employees will be much more productive and efficient, doing more with much less.
4. Tight personalization: Personalization is easy when you have advanced AI support. Your emails, texts, phone calls, and updates are closely personalized for each prospect. This is especially beneficial if you have a large number of customers/prospects to deal with.
5. Better data-driven decision-making: Research shows that 73% of the data collected and stored by companies goes unused, and what is actually utilized is often misused. Smart AI can pull hidden insights and missed opportunities from your data.
6. Augmented support options: As AI models improve, the line between chatbots, virtual assistants, and human agents will begin to blur. Yes, this sets customer expectations of 24/7 availability. However, it’s a promise, thanks to AI, companies everywhere will be able to deliver on. With smarter AI CRM, you’ll get a more profitable product, providing all the benefits of CRM systems discussed above.

The smarter AI becomes, the more capable we will be. Smarter AI means better AI assistants. You’ll find that your CRM helps you close more deals and win more customers.

Take Pipeline CRM’s AI email writing assistant, for instance. This AI-powered email solution is backed by OpenAI technologies, allowing you to write or edit emails by clicking prompt buttons. Make it more personalized by asking the AI to ‘rephrase’ the messaging or make it ‘more engaging.’ no more switching between ChatGPT and your email CRM solution to craft highly successful email campaigns.

CRM Trend 2: Omnichannel Customer Experience CRM

What is an omnichannel customer experience (CX)?

Omnichannel CX is a seamless experience across multiple communication channels (e.g., email, phone, text, social, etc.). In layman’s terms, when you speak with a customer, it’s one conversation on any channel at any time.

How does an omnichannel CRM work?

Picture this: You email one of your clients with your proposal to upgrade their service. They text you to discuss the proposal and set up a time to discuss it via Zoom. After your meeting, you pull up the phone logs and support tickets with this client.

You see they’re worried about on-time delivery.

Your point-of-contact desperately needs you to work with third-party vendors, and they need final deliverables within the delivery window you’ve promised. Heads will roll if your point-of-contact fails to deliver.

Your client signs on the dotted line.

Project management updates appear in your CRM so you can shepherd your client’s project through the pipeline. Thanks to your efforts, the project is delivered three weeks early. Your point-of-contact is happy.

Here’s one of the major benefits of having an omnichannel CRM: the customer experience is seamless. Think of it as an ongoing conversation that picks up where you left off, regardless of the channel, vs. lots of fragmented conversations across multiple channels (e.g., social, web, text, phone, email, etc.).

In fact, according to Invespcro, companies with omnichannel customer engagement strategies retain, on average, 89% of their customers, compared to 33% for companies with weak omnichannel customer engagement.

CRM Trend 3: Social Media to Social CRM

People are spending more and more time on social media. According to Statista, people are spending approximately 1.5 to 3.5 hours per day on social media.

This means that if you’re looking for customers, social media is where you need to be. However, here’s the problem: most companies are still taking the industrial-age approach, tackling these social networks one at a time. Social CRM aims to change all of that.

With social CRM, companies can pull communications/data from their social media profiles, incorporating that with their CRM and application data. Combining web, social, CRM and sales software, as well as application data gives companies a clear view of the customer journey.

Why does that matter? With social CRM, companies…

1. Gain a deeper understanding of customers
2. Can better manage prospect/customer inquiries
3. Earn a direct line to their audience
4. Can provide customers with faster, more direct responses to their support requests
5. Have better segmentation for their customer and audience lists
6. Offer more personalized communication
7. Can monitor customer reviews, testimonials, and feedback
8. Make data-driven decisions with more customer data

Social CRM will continue to become more prominent, especially as AI grows and evolves. As this trend evolves, customer expectations will continue to change.

CRM Trend 4: CRMs with Rich Integration Options

CRM integration is the foundation of everything we’ve discussed here. There are three types of integrations for CRM:

1. Cloud-based integrations are app-to-app integrations. You connect your favorite apps to your CRM and sales software. This can include various tools like Quickbooks, Mailchimp, Asana, and Zapier—all of which can be seamlessly integrated if you use Pipeline CRM.
2. IoT integrations are app-to-device integrations. You connect your CRM and sales software to your IoT devices, such as inventory management systems, smart devices, fleet management systems, and supply chain management.
3. API integrations are code-to-code integrations. Your organization creates custom code designed to interact with, for example, Pipeline CRM’s Application Programming Interface, exchanging data and performing actions.

Items one and three are straightforward, but what about item two? Here’s a short list of IoT integration examples you can use based on your business niche:

• Retail/ecommerce: CRM + smart selves = tracking in-store inventory and prompting sales reps to follow up with customers.
• Manufacturing: CRM + IoT = monitoring inventory levels, automated restocking, tracking machine performance, predictive maintenance, etc.
• Real estate: CRM + smart home systems & security devices = automated property management, tenant/buyer interactions with home and automation systems.

We’re beginning to see an influx of integration-ready IoT devices. As more of these devices hit the market, we’ll see a race towards integration. CRM and IoT can be the future of CRM software and the start of a technology arms race.

CRM Trend 5: Low to No-code CRM Software

There’s a trend towards self-service CRM. Large, complex platforms like Salesforce and Microsoft Dynamics are declining. As the market rapidly changes, more companies will begin to rely on self-service and low-code options.

But why? Aren’t companies interested in ownership? Or control over “mission critical” tools like their CRM?

In the past, the answer to that question would have been “yes.” Today, circumstances have changed; more companies are opting out of the traditional on-premise, big-ticket model and simplifying their stack. They’re moving towards simple, cloud-based SaaS tools.

Here are some reasons that drove the switch:

• Citizen developers: More companies are relying on “citizen developers.” These are non-technical users who can manage CRM applications and integrations. They use these low/no-code platforms to create workflows, set up automation, simplify processes, and create dashboards. Thanks to low/no-code platforms, these citizen developers can increasingly manage their company’s tech stack. Companies can save a significant amount of money.
• Native integrations with other tools: In the good ‘ol days, companies tried to be all things to all people. Feature lists were big, bloated, and in demand. When you purchased software, you owned it. It was a major investment. You needed consultants to provide your team with comprehensive training and support. Those days are gone. Today, most cloud-based tools are tightly integrated with the tool stack that their customers already use. Integration platforms like Zapier and Integrately connect thousands of apps in seconds. Expect these trends to accelerate.
• Data analysis and visualization: Today, the emphasis is focused on speed of decision-making. Real-time data analysis and data visualization mean companies can move towards revenue/profit in a much shorter period of time.
• Fast MVP and rapid iteration: Low/no-code platforms enable companies to create Minimum Viable Products quickly, test, interact, and grow. Is the product a failure? Shut it down quickly and try again with another MVP or proof of concept.

With low/no-code CRMs, your sales team can be up and running in minutes. Compare that with Microsoft Dynamics 365 where implementation takes 3-5 months for a straightforward setup. Running a mid-sized company with custom requirements? You’re looking at a 6 to 12+ month deployment with extensive custom work.

The Best CRM Features for 2025 Circle Back to Connecting with Customers

While the CRM trends of 2025 seem to head in various directions, they were still created to address one foundational aspect of sales: building trustworthy relationships with customers.

• Omnichannel experiences keep you connected to customers
• Product integrations keep your customers connected to the tools and resources they already use
• Low/no-code options give companies a faster path to revenue
• Social CRM keeps a direct line to your customers open

Each of these emerging trends and technologies connects your team to customers, products, revenue, or access. From AI-driven personalization to advanced integration capabilities and more, the nature of CRM is changing. It’s all about streamlining workflows, enhancing customer experiences, and driving data-driven decision-making. Look for ways to maintain connection, and you’ll find you’re ahead of emerging trends and technologies.

Get a sales CRM that supports you in closing deals more productively and effectively, like Pipeline CRM. We offer seamless integration with many popular sales and marketing tools, such as QuickBooks, CallRail, and Mailchimp. Our powerful email solutions enable you to easily create engaging emails (thanks to our AI email writing assistant) and send them out automatically using our email drip campaign feature.

Interested in giving Pipeline CRM a try? Sign up here for a 14-day free trial.

Check out other blogs on the best CRM tools for your business:

• Best CRM for Distributors and Wholesalers
• Best CRM Software For Construction Companies
• Best CRM for Real Estate Agents

Implementing a new CRM can feel overwhelming, which is why client support is one of the fundamentals for a successful CRM experience. When your employees are supported during the adoption phase, they are 32% more likely to keep using it and get the most out of its features.

In this comparison, we’re reviewing Copper CRM and Pipedrive’s differences. These will specifically focus on their customer support success, features, and pricing plans. We’ll also introduce Pipeline CRM as an alternative for businesses seeking a long-term solution with superior client service.

What is Pipedrive?

Pipedrive is a CRM system marketed as an easy and effective CRM for closing deals. It allows you to track your sales pipeline, optimize leads, manage deals with AI, and automate your entire sales process.

This CRM is not limited to a specific industry. It focuses on pipeline visualization for small to medium-sized businesses, helping sales teams close deals more efficiently.

Best Features

Pipedrive highlights a few products and product-specific features that set it apart:

• All-in-one sales software: use the sales software features like automation, integration, reporting, and more to help your business grow.
• Email marketing software: you can create and send customizable email campaigns using professional templates.
• Project management software: plan, manage, and deliver your projects from one platform to achieve your goals faster.
• Various marketplace integrations: sync your CRM with over 500 tools, including Google, QuickBooks, Asana, Slack, Kixie, and more.
• Lead generation software: use the LeadBooster add-on features to help you generate more high-quality leads.
• Web visitor tracking: leverage the Web Visitors add-on to identify which companies visit your website.

Pipedrive Pros and Cons

Users appreciate Pipedrive for its clear, easy-to-use design when visualizing sales pipelines. The drag-and-drop interface makes it simple to track deals and stages, and it’s user-friendly, which means teams can quickly learn how to use it.

On the downside, Pipedrive’s reporting tools are limited when compared to other CRMs. Some users also experience slower response times in customer support, especially on lower-tier plans.

This was one G2 reviewer’s experience with Pipedrive:

What is Copper CRM?

Copper CRM is a customer relationship management tool designed for companies using Google Workspace. Its standout feature is its seamless integration with Gmail, Google Calendar, and Google Drive, allowing users to manage their contacts, emails, and tasks directly within Google applications.

It’s a popular choice for small to medium-sized businesses that rely heavily on Google Workspace for their workflows.

Best Features

Copper CRM highlights a few products and product-specific features that set it apart:

• Google Workspace CRM: easily connect your Gmail, Calendar, and Drive to Copper so you can add leads, track emails, find files, and manage tasks without switching tabs.
• Organized communication: keep all your emails, calls, files, and notes for each contact in one place to maintain a complete view of the relationship history.
• Manage projects and workflows: bring structure to all your business processes and ongoing projects with Copper’s project management features.
• Automate tasks: create automation for repetitive tasks like logging calls, meetings, activities, attaching files, and more.
• Mobile app: continue building your customer relationships on the go with Copper’s mobile app.
• Integrations: save time by connecting Copper to popular apps and tools like Google Workspace, MailChimp, Zapier, Quickbooks, and many more.

Copper Pros and Cons

Users value Copper CRM for its seamless integration with Google Workspace, especially Gmail, which improves productivity for businesses. It’s a leading option if you want a  Google integration.

However, it’s limited outside this ecosystem. It also has less advanced reporting and scalability challenges, making it less suitable for larger or more diverse companies. Some users have also noted that customer support tends to be slow or less responsive, especially for those on lower-tier plans.

This was one G2 reviewer’s experience with Copper CRM:

Pipedrive vs. Copper CRM: Features

Now that we understand Pipedrive and Copper CRM better, we can compare their features. The list below highlights the differences between the two CRM solutions.

Our features verdict: Pipedrive’s features are ideal for any business that values visual pipeline management and straightforward deal tracking. It stands out with more comprehensive CRM-specific features compared to Copper CRM. On the other hand, Copper CRM works well for any business that operates within the Google Workspace ecosystem.

Pipedrive vs. Copper CRM: Pricing

When it comes to pricing, Pipedrive and Copper CRM offer fairly similar rates for their basic options. However, Copper CRM’s premium plan is significantly more expensive than Pipedrive’s Enterprise solution.

Both CRM systems provide a 14-day free trial, and the features available vary by tier.

Our pricing verdict: Copper CRM’s advanced options are relatively expensive compared to the value offered. In contrast, Pipedrive provides more affordable premium solutions, making it a better option for larger businesses that are likely to require a considerable number of user licenses.

Does this mean one CRM is better than the other? Not necessarily.

Summary of Pipedrive vs. Copper CRM

After an in-depth review of these CRMs, it’s clear that they target different audiences. Both are suitable for small to medium-sized businesses, but they may not be the best choice for large enterprises or for businesses that specialize in a particular field.

• Pipedrive is the superior choice for sales-focused teams that prioritize pipeline visualization at a relatively affordable price.
• Copper CRM will work best for businesses that exclusively use Google Workspace and need a Gmail integration. Since their advanced option comes with a hefty price tag, it’s advisable to weigh up all the options before committing to this CRM.

Both CRMs have their advantages, but your choice will ultimately depend on your specific needs. If you are looking for a salesCRM that excels in delivering exceptional customer service, or is specific to old economy sectors, there is an alternative that stands out from these options.

Pipeline CRM: the Best Alternative to Pipedrive and Copper CRM

Selecting a CRM takes thorough research and testing since it will be the platform your team uses for years to come. It’s important that your CRM can scale with your company, remain affordable, and offer excellent customer service to get up and running fast.

Pipedrive is an excellent choice for pipeline visualization and management, and Copper CRM offers excellent Google Workspace integration. However, there is a middle ground when looking for a CRM that can do both, with the bonus of truly exceptional customer service.

Pipeline CRM is the best alternative to Pipedrive and Copper CRM.

To help you organize your sales processes, consider using our free Excel CRM template. It’s a practical tool designed to streamline your sales workflow, especially if you’re transitioning between CRM systems.

Pipeline CRM Features

Pipeline CRM is ideal for small to medium-sized businesses, particularly agencies and those in construction, logistics, and manufacturing. These are some of its best features:

• Data integrity: keep your data accurate with required fields, conditional formatting, and advanced de-duplication.
• User-friendly: use an easy-to-navigate, Excel-like interface with drag-and-drop features and customizable table styles. Quickly sort and filter data to show what you need.
• Extensive integrations: Pipeline CRM can easily integrate with sales and marketing tools like Aircall, CallRail, QuickBooks, Mailchimp, Customer.io, and more.
• AI email writing assistance: write effective emails directly in Pipeline CRM with our built-in AI email assistant, customizing prompts to fit your needs.
• Automation: set up automatic recurring deals, receive suggestions for the next steps when deal statuses change, and use other smart automation features.

Even with all that, our features are still not the best thing about us. Our exceptional customer service is why so many of our clients love and adopt Pipeline CRM. This is how one of our customers describes their experience with our tool.

Pipeline CRM Pricing

Pipeline CRM provides four paid plans, including a customizable option for enterprise-level businesses. When billed annually, the pricing starts at $25, $33, and $49 per user per month. Before making a commitment, you can try it out with a 14-day free trial.

Compared to Pipedrive and Copper CRM, Pipeline CRM is significantly cheaper.

• Copper CRM offers fewer features at a higher price, making Pipeline CRM the superior choice.
• While Pipedrive offers similar features, Pipeline CRM provides more of these features in the basic packages and provides superior client support.

Pipeline CRM provides your sales team with the best tools for managing their sales pipeline, enabling them to grow with the necessary support for quick learning.

Choose Pipeline CRM as the Alternative to Copper CRM and Pipedrive

Pipedrive and Copper CRM have excellent features and specific merits, but they tend to lack the high-quality customer support you need to fully adopt and grow with your CRM.

Try Pipeline CRM today to see how we can grow your business!

1. Which CRM is Better for Small Businesses: Copper CRM or Pipedrive?

Copper CRM works best for small businesses that rely on Google Workspace, whereasPipedrive is a good choice for sales teams wanting to visualize pipeline management at a reasonable cost. If a small business needs strong customization and reliable customer support, Pipeline CRM is a better option.

2. How Does Pipeline CRM Improve Sales Processes Compared to Copper CRM and Pipedrive?

Pipeline CRM is highly customizable, enabling businesses to tailor their pipelines, fields, and workflows to fit their unique sales strategies. Unlike Copper CRM, which is designed specifically for Google Workspace, or Pipedrive, which focuses on standard pipeline tracking, Pipeline CRM stands out by offering personalized solutions and valuable insights through advanced reporting tools.

3. Why Should I Choose Pipeline CRM Over Copper CRM or Pipedrive?

Pipeline CRM offers customizable workflows, strong reporting features, and responsive customer service. Unlike Copper CRM and Pipedrive, it is a better option for businesses that require flexibility and support to adapt the CRM to their specific sales processes.

Give Pipeline CRM a try today!

In fact, AI email assistants aren’t ready for prime time. Anytime I try to use AI to write sales emails, I end up with the same kind of unusable results, such as this (source).

Hey @kalendarai, you should reconsider spamming people with AI generated marketing emails that contain embarrassing errors…besides the obvious hallucination, I don’t work for @MACcosmetics and never have.

Certainly doesn’t instill confidence that your “AI” actually works. Oh… pic.twitter.com/ZH5UeSkyP8

— Jimmy Grewal (@jimmyg) March 24, 2024

Have you experienced something similar?

Someone creates a sales email (in this case, the AI company itself) and uses its AI to sell its company, and it backfires publicly, creating a really embarrassing misstep for their company.

Does that mean AI sucks? Not at all. AI is an amazing tool, but it requires clear direction from you to be great. It’s not the set-and-forget resource we want it to be.

Sure, if we write sales emails like these, we’ll be left unread. With that in mind, Here’s how you can create amazing sales emails using AI.

The Pros and Cons of Using AI for Email Marketing

There are so many situations where email marketing can help. For example, when sales reps know they’re supposed to follow up but are out of ideas or unsure about what to say.

With Generative AI, sales reps get an idea-generation machine. With the right model, sales reps can use AI to create sales messages that resonate with prospects in a fraction of the time.

Related: learn how to get the most out of generative AI to support your sales operations.

While AI is a helpful resource, there are important upsides and downsides you’ll want to be aware of. Let’s take a look at a few of them.

Advantages of Using AI Email Assistants

• Content generation: no more wondering what you should say. Your assistant will give you a never-ending supply of ideas you can use for introductions, follow-up, and nurturing. You’ll be better prepared and dialed into each customer as if they’re the only one you have.
• 24/7 availability: AI email assistants can craft responses to customers whenever you need them.
• Huge time savings: writing an email may take time, but that’s nothing compared to the time you lose in aggregate.
• Tone matching: you can automatically match the tone on a case-by-case basis. For instance, formal tones are used for new clients who are sticklers for professionalism, semi-casual for well-known clients, and casual for long-term clients and friends.
• Automated error correction: with AI email assistant, you will catch and correct errors automatically. Poor grammar will be a thing of the past; the AI email tool catches all the major errors, leaving you free to clean things up with a once-over.
• Better email administration: forgotten emails will be a thing of the past. Your assistant will flag all messages that need your attention and encourage you to reply within the predetermined time constraints you’ve set.

Disadvantages of Using AI Email Assistants

• An over-reliance on AI: as you depend on your AI email assistant, you’ll become increasingly dependent on it for all things administrative. However, this outcome could be a bad thing if it means your skills begin to atrophy.
• Can lead to impersonal communication: an overreliance on AI email tools means your messages are much more likely to become impersonal. That’s bad if your email messages begin to lose your personal touch or a general sense of warmth.
• Requires regular adjustments: the data your AI assistant is trained on is constantly evolving. As a result, regular updates, adjustments, and improvements are needed to maintain effectiveness. Without this constant maintenance, model drift will become a problem, and AI performance will begin to decline.
• Heavily dependent on infrastructure: your AI assistant is pretty limited without internet access. It may not perform as expected if there are technical issues, downtime, or outages.

Now, is having an AI assistant useful or worthwhile? If you’re looking for a set-and-forget option that doesn’t require effort, it’s not worth it. The outcome will be a disaster.

On the other hand, AI works beautifully if you want to use the thoughtful AI-generated email strategies I’m about to share. This could be a fit if you want to use AI to help you manage a growing sales outreach workload.

Let’s look at some examples of AI email prompts you can use to write sales emails.

The Dos and Don’ts of Writing Sales Emails With AI Prompts and AI Email Generator

We’ve always had issues with generic, impersonal, and spammy sales messages. Yet, we often ask AI that’s not as smart as humans to do the impossible and read our intent.

Bad AI prompts do that. In contrast, great AI prompts tell our AI email assistant exactly what it needs to know, ensuring that we get what we need.

• Bad AI prompts are generic. They fail to provide the AI with meaningful data that can be used to create a compelling message. Of course, the results are bad!
• The best AI prompts follow a formula. These prompts are specific, offer context, set constraints, and outline requirements. They are guardrails that keep the AI email assistant on track and help you refine your requests. These requests produce fantastic results you can work with!

Let’s look at several example prompts you can reference to get great sales email templates from your AI email assistant.

Examples of Optimized AI Sales Email Templates

AI Sales Email Template 1: Cold Outreach

Most sales reps are using AI email assistants for cold outreach in some form. That’s not a bad idea—what is a bad idea is approaching this with a volume mindset. Cold outreach isn’t a numbers game. It seems like it is, but sending the same generic message to thousands of prospects isn’t as effective as crafting a personalized, highly relevant message for 150 people.

Here are the results from our bad example.

Source: ChatGPT

See how wordy this email is? It’s heavy on content but light on value. Most people spam their prospects’ inboxes with this, and it’s no good.

Here are the results from our best AI email example.

Source: ChatGPT

We can make some improvements here, but there’s a lot of good happening. (a.) we’re showing prospects that we understand their business, (b.) we’re aware of some costly changes on the horizon, and (c.) we have a solution to address the problems they’re currently facing.

We could further adapt this email to match our customers’ tone and voice. We can also focus on more personal details, such as referencing company posts on X, mining their reviews for customer complaints, etc. There’s always a way to add value.

Related: cold calling isn’t easy. If you’ve been struggling to achieve positive results, our guide to cold calling may help.

AI Sales Email Template 2: Welcome Messages

In this particular generative AI email example, we’re selling financial services. We want to address our client’s concerns but do it in a way that addresses the nuance of their situation.

Our first prompt was generic; the second was specific. What about the best option? It was specific, gave context, set constraints, and outlined requirements. Most of the time, you’ll want to customize the ai-generated email to strike the right tone.

Here are the results from our bad AI email prompt.

Source: ChatGPT

Now, let’s take a look at our best AI email prompt.

Source: ChatGPT

Suppose you know specifics about your client’s situation. For example, in our last call, you mentioned that you had a limited timetable and wanted to set this up in the next six weeks.

I mentioned that you should always be prepared to do a little house cleaning. Although this is a welcome email, there’s no welcome present. We’re missing some of the words, phrases, and figures of speech that convey warmth. It’s not completely cold, but it is very machine-like.

As always, make the necessary changes and customizations before sending your message.

AI Sales Email Template 3: Follow-up Emails

We’re trying to follow up with prospects because we know it leads to more sales. However, sales follow-up is sometimes challenging. We need to follow up with them, but we don’t always know what to say or how to start the conversation. Sometimes, it’s easier to say nothing.

Let’s take a look at our options.

First, the bad AI email prompt.

Source: ChatGPT

Now, let’s look at our best AI sales email prompt.

Source: ChatGPT

Can you feel the sense of urgency?

John, our prospect, is going to feel the pressure. He needs to do something. This problem isn’t imaginary. We’re not pushing him to do this so we can make a quick buck (include a link in your message for third-party validation). It’s a problem that he has to face and fast.

What if I can’t find these problems? No problem! Let Google tell you.

1. Head over to Google News and enter a topic or keyword (i.e., oil prices).
2. Make a list of all of the relevant keywords that apply.
3. Copy and paste the relevant keywords into your document or text file.
4. Head over to Google Alerts and enter the keywords from your list.

Set your Google Alert notification to the amount you can handle (I’d recommend once a day). I’d also recommend creating a Gmail account specifically for this purpose. Check your inbox daily, then use the formula I mentioned above to create an AI prompt that is ultra-relevant, personalized, and specific to your client’s circumstances.

Want to make it better? Use the data from your CRM. If you’re using a CRM with AI features, like Pipeline CRM,, you can use their in-app sales automation tools to create your prompts.

AI Sales Email Template 4: Re-engage Cold Prospects

You’ve sent your prospect several messages, but they haven’t responded consistently. Some have decided to ghost you, ignoring your messages completely. What do you do?

You put them into a re-engagement sequence! A re-engagement sequence is the final step for prospects.

• If you send them a series of messages and they ignore them all, you can mark them as inactive.
• If they respond sporadically, you can assign them to a sales rep for re-activation.
• If they regain interest, you move towards closing the sale.

Let’s take a look at a few AI sales email prompts you can use to speed up the process.

First, the bad AI email prompt.

Source: ChatGPT

Let’s look at the result from the best AI email prompt.

Source: ChatGPT

The best email prompt followed our formula—it was specific, gave context, set constraints, and outlined requirements. Then we added the extras; in our first email, we asked prospects a pointed question—have you given up? Our next email asked if we were bothering them. Our final email asked about their interest level and offered an incentive to see if this attracted more attention.

Why does this matter?

• Our first message—is it you?
• The second message—is it us?
• Final message—No longer interested?

These messages help us to identify the specifics behind our prospect’s disengagement.

Related: This sales email guide will provide more ideas on crafting email templates to re-engage cold prospects.

Get the Best Results From Your AI Email Writing Assistant

AI-generated email strategies begin and end with you. You’ll need a formula if you’re using AI for email marketing. Here are the steps I’ve outlined in my formula.

1. Use specificity
2. Give AI context
3. Set AI constraints
4. Outline requirements

What about personalization?

Personalization isn’t the end goal, it’s the minimum requirement.  A set-and-forget strategy won’t work. People are quick to complain about AI. Anytime I try to use AI to write sales emails, I end up with the same kind of unusable emails.

Well, the problem is probably not with the AI email generator but with the prompts you give. AI is an amazing tool that requires clear direction and a precise formula to be effective. The more data you can feed your AI email assistant, the better your AI prompts and sales emails will be.

That said, one common challenge with AI-powered email generation is the need for constant prompt refinement, even for minor adjustments.

To address this, our ChatGPT-powered email writing assistant incorporates shortcuts. With a simple click, you can easily instruct the AI to enhance the email’s engagement, shorten it, or rephrase it. Watch this clip to see how it works.

Sign up to Pipeline CRM today to start enjoying this AI email solution!

A recent survey discovered that only 2% of sales are made on the first contact.

The average closing rate increases to 3% on the second attempt and 5% on the third. By the fourth attempt, it rises to 10%. 80% of sales require five or more follow-ups to close. This presents a problem, as the survey also found that 44% of salespeople give up after a single attempt, and only 8% of salespeople follow up five or more times.

In this article, we’ll explore why this is the case for many salespeople and how a sales CRM can help your logistics company overcome this issue. We’ll also compare the five best sales outreach tools for logistics companies to help inform your choice.

Why Is Your Sales Team Not Following Up With Their Prospects?

Your sales reps know that sales outreach and follow-ups are vital for closing sales – it‘s their job to know, after all. So why are so many sales reps unwilling to do it?

Common barriers include a fear of rejection and a lack of perceived value in their outreach, which can make follow-ups feel uncomfortable. Salespeople also often face time constraints due to administrative tasks and might lack the necessary training to effectively guide prospects toward closing a deal.

Factors outside of their control, such as poor product offerings and a company’s negative reputation, compound the challenges, making it difficult for salespeople to engage prospects meaningfully.

However, these issues can be addressed with a simple solution—sales outreach tools. A sales CRM can help your sales team streamline processes and improve the value delivered during outreach efforts.

How Sales Outreach Tools Increase Revenue for Logistics Companies

Choosing the right sales software for your logistics company can significantly impact your revenue by assisting your sales team in closing deals. However, the advantages of a quality sales CRM can go beyond just increasing profits.

The Benefits of Sales Outreach Tools

First, let’s take a look at the obvious benefits.

• Automated Follow-Up: if you’re leaning on CRM tools like Pipeline CRM, you can automate or semi-automate your follow-up. You can combine ready-made templates with mail merge and AI to create high-value content that moves your deals forward.
• Automate Administrative Tasks: sales outreach tools make repetitive tasks like lead nurturing, follow-up, proposal, and quote generation easy to automate. You can do this on a semi-automated or fully automated basis.
• Personalized Messaging: you can customize messages for each customer and point of contact, specially tailored to their specific circumstances, needs, and requirements.
• Scalable Omni-Channel Outreach: with the right sales outreach tools, you can pitch prospects on LinkedIn, jump to Facebook, work on Indeed, and, of course, take the direct route and jump to email.

Now for the hidden benefits.

• Rules-Based Productivity: with the proper sales outreach tool stack, you can create rules governing how your team handles reachouts with prospects. Want your reps to pursue prospects every week or refuse to send out quotes unless there’s a meeting in place? With the right outreach tool stack, you can.
• Enforce Performance Standards: let’s say you have 10 sales reps on your team. You want them to send out 75 cold outreach emails per day. That’s 22,500 emails per month. Multiply that by a 2% conversion rate, and you have 450 monthly closed deals. With an average sale of $575, that’s $258,750 per month in gross revenue. But it all comes back to two ingredients—those 75 emails your reps send out and the quality of your message/offer. The right sales outreach tool stack helps you to enforce these quality standards.
• Find Revenue Leaks: imagine that you pay your sales reps base plus commission. How much time do they spend on submitting reports and proposals vs. pitching and winning new business? Do you know how to do that manually? Which metrics and KPIs affect your team in that situation? With the right tool stack, you know.
• Quickly Find A-Players: how many of the sales reps on your team are putting in the work? What’s your profit per salesperson? How many sales reps on your team are rainmakers? Rainmaker potentials? Where should managers invest their attention and energies?

Among the many benefits, it is clear that the level of scalability and control provided by the right toolset is crucial. By using effective sales outreach tools, you can gain the access, power, and control necessary to implement meaningful changes over time in your logistics business.

Top Sales Outreach Tools for Logistics Companies

Now that we’ve covered the why, we can explore the five best sales outreach tools for logistics companies.

Sales Outreach Tool #1: Pipeline CRM for Pipeline and Lead Management

Pipeline CRM is a customer relationship management software designed to help you stay organized with various aspects of logistics, including freight, cargo, importing, exporting, shipping, and third-party logistics (3PL). This CRM software provides a centralized dashboard that equips you with all the tools necessary to enhance your sales cycle. It intelligently manages all the contacts within your supply chain, making it the ultimate solution for logistics and transportation management.

One logistics company, XpressConnect, used Pipeline CRM to import, target, and engage 70,000 contacts with personalized messages specially tailored to each account.

Read the full case study here.

Sales automation in logistics is a big deal. Here’s why you need a CRM tool in your stack.

The Right CRM Will Help You To:

• Automate sales workflows and multi-channel lead engagement.
• Automatically support your team with reminders, suggested actions, and easy progress tracking to close new deals fast.
• Monitor the health of deals in your sales pipeline with pipeline management.
• Automatically identify deals in danger and the steps needed to get them back on track.
• Complete helpful post-mortems on the deals you lost—why they were lost and how to fix the problem.
• Automate follow-ups, showing your team when to follow up, what to say, and how to say it.
• Identify upselling, down-selling, and cross-selling opportunities in your logistics company.
• Use ‘Next step’ suggestions to automatically prompt sales reps with the next move on a deal.
• Get your sales, marketing, customer service, and accounting teams to share data and work seamlessly together.
• Identify the sales pitches, offers, and incentives that are working.
• Use AI assistance to identify customers thinking about leaving and flag at-risk accounts.
• Bulk upload your existing contacts, which will all be in the system in minutes.

Pipeline Pros and Cons

• Scalable yet affordable
• Keeps the focus on closing new business with extensive sales management automation
• Integrates with an extensive list of software (e.g., Microsoft, Google Apps, Zapier, etc.)
• Best-in-class, industry-leading customer support
• Best for small-to-medium financial organizations
• Limited enterprise options
• No on-premise options

Pipeline Customer Reviews

• 4/5 star rating on G2 (933 reviews total)
• 4/5 star rating on Capterra (624 reviews total)
• 3/10 score via TrustRadius (18 reviews total)
• 4/5 star rating via Gartner (43 reviews total)

Pipeline CRM Pricing

• Start plan: $25 per user per month
• Develop plan: $33 per user per month
• Grow plan: $49 per user per month

View the complete breakdown of Pipeline CRM’s prices here.

Sales Outreach Tool #2: Lemlist for Contact Verification

Lemlist helps you find and verify potential buyers with a database of over 63 million companies and 450 million contacts. This makes it easy to identify and reach key decision-makers quickly. For cold sales outreach in logistics, ensuring accurate contact information is crucial because there’s nothing more frustrating than spending weeks pitching to someone who no longer works at the company.

Use Lemlist to build out your list of leads, find and verify contacts, and connect with your ideal customer profile in a few clicks. Here’s why you need a tool like Lemlist in your sales outreach stack.

The Right Lead Verification Tool Will:

• Improve lead quality overnight.
• Enhance contact data, eliminating the need to chase unreachable prospects.
• Reduce marketing, advertising, and outreach costs.
• Immediately increase your conversion rate by ensuring your leads are accurate and reachable.
• Improve email deliverability rates, allowing your messages to reach more of the right people.
• Help you avoid spam traps, blacklists, and reputation issues.
• Eliminate poor-quality prospects who are not a good fit or are no longer interested in your services.
• Prevent invalid contact information, thereby reducing spam complaints.

Lemlist Pros and Cons

• Extremely user-friendly interface
• Responsive customer support teams
• Powerful personalization options for large lists
• Occasional technical glitches
• Issues with email deliverability
• A steep learning curve for new/inexperienced users
• Great for small-to-medium sales and marketing teams

Lemlist Pricing

• Starter: $39 per month with 1 outgoing email per user
• Pro: $69 per month with 3 outgoing emails per user
• Multichannel Expert: $99 per month with 5 outgoing emails per user
• Outreach scale: $159 per month with 15 outgoing emails per user

Explore Lemlist’s price list here.

Lemlist Customer Reviews

• 4/5 star rating on G2 (261 reviews total)
• 6/5 star rating on Capterra (382 reviews total)
• 8/10 score via TrustRadius (12 reviews total)
• 4/5 star rating via Secret (28 reviews total)

Sales Outreach Tool #3: LeadIQ for CRM Data Verification

LeadIQ shared a pretty sobering data point. “B2B data decays more than 70% every year. It is becoming increasingly difficult for teams to really trust the data in their CRM. Take control of your CRM with automated data enrichment.”

At first glance, you might be thinking, “Why would I need that?” Here’s a scenario that plays out every day: You successfully pitch to Ralph, your contact at a medium-sized e-commerce retailer. Your company’s bid is selected as the winner, and you are awarded the contract.

However, when you contact Ralph to discuss some of your new services, you discover he is no longer with the company. He didn’t even bother to inform you before leaving! To make matters worse, his replacement is unfamiliar with your company, forcing you to go through the formal bidding process again. Now, you have to compete with all the other companies vying for your position.

The Right Data Hygiene and Verification Tool Will:

• Automatically keep your CRM contact data accurate.
• Maintain list, contact, and database hygiene, ensuring your pitch reaches the right decision-maker.
• Provide notifications for buying signals, allowing you to pitch at the optimal time.
• Integrate seamlessly with all other sales outreach tools in your stack.
• Enrich your data by adding additional details for the companies and contacts in your pipeline.
• Deliver automatic notifications when key decision-makers or points of contact change jobs.
• Prevent your data from being locked away—offering multiple options for importing and exporting your data.

LeadIQ Pros and Cons

• Perfect for outreach teams that need to self-source leads
• Reps spent more time calling and less time hunting for contact information
• LeadIQ integrates well with your existing sales outreach stack
• The user interface is easy to use and easy for new users to understand
• Mobile app user interface crashes often
• Community driven approach means customers can communicate directly with the company
• Responsive and knowledgeable support teams

LeadIQ Customer Reviews

• 2/5 star rating on G2 (1021 reviews total)
• 4/5 star rating on Capterra (24 reviews total)
• 7/10 score via TrustRadius (65 reviews total)
• 8/5 star rating via Gartner

LeadIQ Pricing

• Free: $0 per user/mo
• Essential: $45 per user/mo
• Pro: $89 per user/mo
• Enterprise: Contact

View LeadIQ’s price list here.

Sales Outreach Tool #4: Gong Engage for Automated Prospecting

Gong positions itself as the leading authority in revenue intelligence. Their approach focuses on tracking and interpreting customer signals to help logistics companies implement actions that enhance top-line revenue over time.

They are dedicated to assisting companies in achieving three key objectives: (1) improving team productivity, (2) increasing revenue predictability, and (3) expanding the company’s pipeline.

Their platform relies heavily on AI, which is used to help you scale sales outreach (via automation) and optimize your sales team’s workflows. Using Gong’s platform to automate prospecting, outreach, messaging, and customer analysis.

With Gong Engage, you will be able to:

• Capture every customer interaction and utilize AI designed for revenue to gain valuable insights.
• Automatically generate personalized emails for your sales outreach campaigns.
• Accelerate cold outreach with auto-dialers and AI-driven call summaries.
• Track engagement between prospects and sales representatives to assess performance.
• Integrate seamlessly with your CRM and sales reps’ email accounts.
• Automatically send revenue-boosting to-do recommendations to sales reps.
• Sync prospect engagement data with your CRM automatically to reduce busy work and enhance productivity.
• Create scalable workflows and predefined steps for your reps to use when initiating and engaging with prospects.

Gong Engage Pros and Cons

• Their platform is more expensive than other options but offers data that competitors currently do not provide.
• It is ideal for sales teams handling many leads and managing a high workload.
• The outcomes and platform performance generally surpass those of their closest competitors.
• Once users become familiar with the system, it is straightforward to use, although it has a steep learning curve due to its complexity.
• AI interpretations can sometimes be inaccurate, so it’s important to double-check these results with human oversight.
• The platform integrates well with CRMs and automatically syncs performance and revenue data.
• Gong Engage is particularly effective as it relies heavily on high-quality call recordings and data from multiple sales channels.

Gong Engage Reviews

• 8/5 star rating on G2 (5965 reviews total)
• 8/5 star rating on Software Advice (543 reviews total)
• 2/10 score via TrustRadius (929 reviews total)
• 7/5 star rating via Gartner (92 reviews total)

Gong Engage Pricing

Gong wants customers to request a proposal. According to their website:

• Licenses are priced per user
• There is a platform fee based on the number of users supported
• You can integrate your existing tech stack for free

Sales Outreach Tool #5: Calendly for Setting Appointments

More than 20 million professionals across 100,000 companies book meetings instantly with Calendly. The company bills itself as the #1 scheduling tool, and it seems many of its customers agree.

Believe it or not, some people are still playing phone tag or chasing their prospects for meetings. They continuously call or text potential clients, only to be met with silence, delays, or avoidance. Calendly helps you quickly identify candidates who are uncommitted.

Successful sales teams link meetings to key events. For example, if you want a proposal or quote from our company, you’ll need to schedule a time for your decision-makers and stakeholders to meet with us. If you’d like us to walk you through our logistics sales software, you simply need to book a time for us to demonstrate how it works.

With the Right Scheduling Tool, Your Team Can:

• Send text reminders before meetings.
• Automatically send thank you messages at the end of meetings.
• Guide prospects toward the best available dates and times for your team.
• Prevent scheduling conflicts and account for meetings across different time zones.
• Direct prospects to a scheduling page where they can select their preferred meeting date and time.
• Set up calls in real-time using Calendly.
• Add links to your team’s schedule across various communication channels (e.g., email, website, text, social media, etc.).
• Automatically route leads to the appropriate sales representatives using a rules-based system (e.g., based on lead assignment, round robin, specific expertise, etc.).

Calendly Pros and Cons

• The free plan is effective, but it has limited features.
• It is very affordable for both individuals and organizations.
• Calendly is easy to understand and use.
• It offers an extensive list of integrations and customizations, including Outlook, Google Calendar, Zapier, Zoom, and Google Analytics.
• However, scheduling conflicts may arise if your rules are set incorrectly.
• Some features are lacking compared to competitors.
• Customization options are limited for companies.
• Additionally, you cannot move bookings between different event types.
• There have also been occasional technical issues, which may lead to syncing problems at times.

Calendly Reviews

• 7/5 star rating on G2 (2243 reviews total)
• 7/5 star rating on Capterra (3832 reviews total)
• 3/10 score via TrustRadius (568 reviews total)
• 5/5 star rating via Gartner (214 reviews total)

Calendly Pricing

• Free: $0 per user/mo
• Essential: $10 per user/mo
• Pro: $16 per user/mo
• Enterprise: $15,000

View Calendly’s complete price list here.

Each of these sales outreach software tools offers unique benefits that will help your logistics company enhance sales processes, track sales data more accurately, and ultimately close more deals.

Let’s summarise what the ideal sales outreach software should do for your business.

What Should My Sales Outreach Tool Be Able to Do?

• Find accurate contact data for your prospects.

When it comes to contact data, you need (a.) eligible prospects, (b.) a list of decision-makers at your target companies, and (c.) accurate contact data for each person in your target company.

• Qualify and prioritize these prospects.

Do you divide your time between prospects as equally as you can? You shouldn’t be. Your prospects should be competing for your attention; the more effort and engagement they offer, the more attention they receive from you. Lead scoring and management tools give you a leg up on your outreach efforts, ensuring you spend time with the right people.

• Score and qualify high-quality prospects.

These are logistics customers who are willing and able to buy your products and services. You’re looking for ideal customers—customers who show you through their behavior and outcomes (e.g., high engagement, repeat purchases, higher average order values, etc.).

• Improve lead management, helping you engage with your prospects.

You need to be able to connect with prospects and share meaningful and valuable content. But you should also be able to shepherd prospects through your pipeline.

If you’re wondering if you can’t accomplish all of this without sales outreach tools, the answer is yes, of course, you can.

But it will be challenging.

As your organization grows, managing this manually will become increasingly difficult. Even with the right tools, keeping up can still be a challenge.

Sales Outreach Is Miserable When You’re Missing the Right Tools

Sales outreach and follow-up are crucial for sales reps, but many hesitate due to the traditional approach being difficult and messy. Choosing the right tools can transform this process, making it easier for teams to connect with and close new customers.

With the best tech stack, you gain scalability and control over your logistics company’s revenue overnight, leading to meaningful changes.

If your salespeople are struggling to close deals, try Pipeline CRM as your first choice in sales outreach tools. With the proper tools and training, sales outreach can become a powerful growth lever for your company.

Start your free trial today to transform your logistics company’s sales outreach processes.

Is it having the right scripts or an excellent offer? While those details are important, one aspect is even more valuable: getting sales representatives to engage in sales outreach.

This may seem obvious—a no-brainer. If your sales reps dedicate significant time to outreach, they are much more likely to make sales, right?

So, why aren’t they doing it?

Sales Outreach Doesn’t Work Without Apps

If you want to conduct sales outreach, you will need to use various applications. Whenever you send an email, make a call, post on social media, or schedule a meeting, you are using an app.

The number of applications that sales teams must use often leads to feelings of unproductiveness and stress. A survey conducted with 7,700 sales representatives from 38 countries revealed that 70% of them feel overwhelmed by the numerous tools required to close deals.

Another survey found that sales reps spend less than 30% of their time selling—the majority of their time is spent on administrative tasks and wrangling apps.

Many Organizations Are Dumping Their Sales Apps

94% of organizations plan to consolidate the tools in their sales outreach stack. However, this doesn’t address the deeper issue. Sales reps are not using apps in general—both those currently available and those purchased by their organization.

Why not?

• Too Much Work, Too Little Benefit: if sales reps can’t see how apps lead to bigger commission checks, they’re less likely to use them. Keep in mind that they are already overwhelmed by the number of sales tools they need to use each day. It is crucial to demonstrate how the tools you want them to adopt will directly benefit them.
• Data Entry Burden: your sales reps want to spend their time taking orders and closing deals. The more data they’re expected to enter, the less likely they will use your tools. A good rule of thumb? If you provide the leads, assume the responsibility of data entry. If they find the leads, they’re responsible.
• A Lack of Support: learning how to use the tools in your stack takes time. Your sales reps need proper onboarding, training, and support. If they are not confident with their tools, they likely won’t use them.
• Too Much Transitional Pain: transitional pain, the challenges faced when switching apps and learning to use them, is unavoidable. If too much pain is created, your situation will worsen. Management will spend significant money that your sales team won’t use.
• Turf Wars and Silos: these issues indicate that you have a culture and policy problem. If there’s a lot of internal competition, sales reps may not be eager to share data with the other reps on their team. If there are concerns about deal or prospect poaching, your sales outreach efforts will be negatively impacted.

How Can You Address These Issues?

If you’re experiencing a lack of adoption of sales outreach tools, you can try the following:

• Adjust your organization’s culture and policies to make it easier for representatives to comply with requirements.
• Link incentives to outcomes, such as providing a 3% commission bonus for completed customer profiles.
• Confirm that the applications in your sales outreach stack integrate smoothly with your team’s existing tools and apps.

Organizations are increasingly seeking to consolidate their sales outreach tech stack. One of the most important steps you can take to support your sales team is to select a user-friendly, sales-focused CRM that offers a wide range of integrations. When your CRM integrates with other sales tools, it streamlines the overall workflow, making it easier for your team to use and improving adoption rates.

The ideal CRM for achieving this is Pipeline CRM. Here’s why.

How Pipeline CRM Integrations Improve Your Sales Outreach

Your CRM is the foundation of your sales outreach.

With the right sales automation tools and integrations, your sales team can close more deals. Pipeline CRM’s sales automation tools are essential for three reasons:

• Your Data Is Centralized: everyone has access to the same customer details.
• With Pipeline, Sales Automation Is Built-In: our AI assistant automatically gives your reps next-step recommendations, automates various tasks (i.e., writing emails), and notifies your teams of important milestones and events.
• Integrations Are Specific for Sales Teams: our integrations work with the tools you already use. Don’t think of our CRM as something that will change your process; think of it as a tool to streamline it.

Here’s how using Pipeline CRM can enhance your sales outreach:

• Improve Team Response Times: by connecting your web forms and opt-in pages to your CRM, you can efficiently assign incoming leads to the appropriate sales representative or department.
• Personalize Content at Scale: with the power of personalization, you can leverage customer data to tailor your outreach, ensuring a more relevant experience for each prospect.
• Automate Sales Outreach: our automation tools allow your sales representatives to receive actionable next steps automatically. You can schedule follow-ups, send automated emails, create and manage custom workflows, and seamlessly sync with your calling and texting tools.
• Integrate with Existing Tools: Pipeline CRM offers integrations that support your sales outreach and work seamlessly with the apps, tools, and resources your team is already using.

This isn’t speculation; take a look at how we helped Pace.

How Pace grew its logistics company from $6 million to $100 million with Pipeline CRM

“A fast-moving part of our business has grown 34 percent in revenue since implementing Pipeline CRM in July last year. This has to do with having a place to keep and review which deals are in play, won, lost, and quoted – along with due dates.”

–Crystal McLoughlin, Corporate Sales Manager at PACE​

With that in mind, let’s look at the most critical Pipeline’s CRM software integrations for logistics companies. If you want to see all the integration options of Pipeline CRM, check them on the Pipeline CRM Integrations page.

CRM Integration #1: Contact Management via Gmail and Outlook

We all have prospects, clients, vendors, and partners—organizations we’re trying to connect with. What most of us don’t have is a clear set of guidelines for managing these contacts.

1. We need to synchronize our contacts.
2. Most of us don’t have a way to monitor and update our contact info.
3. We’re not sure if our contact data is accurate.
4. We don’t know how to vet our contact data properly.

With Pipeline CRM integrations, we handle all of this for you. We automatically identify duplicates, and we help you merge or delete them. When you integrate the tools in your sales outreach stack into Pipeline, we help you pinpoint duplicate, inaccurate, and missing contact data.

Why Logistics Companies Need Contact and CRM Integration

Most contact managers have the same problem.

You have your list of contacts in your CRM. You have a different set of contacts in your Outlook, Google Workspace, and Gmail accounts. If you have call tracking tools like CallRail, you’ve got a different set of contacts. Then, you have a variety of names, emails, and addresses in your Mailchimp account.

It only gets more complicated.

You have a list of duplicate contacts across each of these accounts. Some of these contacts have different email addresses and phone numbers. Which one’s the right one? Which one should your sales reps follow up with? If you’re like most organizations, you have no idea.

This is why you need CRM and contact manager integration.

Benefits of Integrating Outlook or Google Workspace With Pipeline CRM

Pipeline CRM integrates natively with Microsoft Outlook and Google Workspace. These integrations enable you to:

• Sync Emails Automatically: see all your communication with prospects in one place, eliminating the need to search across different platforms.
• Effortless Contact and Deal Creation: create new contacts and deals directly from your email without ever leaving Outlook or Workspace.
• Log Everything in One Go: log emails, calls, meetings, and other activities directly within your email, keeping a complete record of your interactions with each contact.
• Stay On Top of Tasks: schedule follow-up tasks and activities (calls, meetings, etc.) right from your email, ensuring you never miss a beat.
• Access Pipeline CRM on the Go: for ultimate convenience, view and manage your Pipeline CRM data directly within Outlook or Workspace.

Ready to add these apps? Follow the integration instructions to connect Pipeline CRM with Google Workspace and Microsoft Outlook.

CRM Integration #2: Email Automation via Mailchimp and Customer.io

The logistics and transportation industry is old school.

Our clients use email, phone, and text as their primary communication channels, so our focus needs to mirror that. This means we need (1.) to be able to talk with prospects regardless of the channel they choose and (2.) a centralized tool that brings all of our communication—email, phone, and text—into a single platform.

If you can treat email, phone, text, and social as a single platform, you’ll find your sales outreach easier to manage. Deals move forward consistently regardless of the sales channel.

Why Logistics Companies Need Email Automation and CRM Integration

Remember the stat we mentioned earlier? Most sales reps spend less than 30% of their time selling.

Their time is spent on administrative tasks—writing reports, data entry, and wrangling with apps. When you integrate your CRM with email automation tools, lead nurturing is automatic, personalized, and precise.

This matters because of the 3% Rule. This rule states that only 3% of your prospects are ready to buy at any given moment. What about the rest?

• 7% plan on making a change
• 30% have a need, but they’re not ready to buy
• 30% don’t have a need
• 30% will never buy from your company (even if they have a need)

This means lead nurturing via content is an absolute must. If you want to close more prospects, your content delivery and email automation tools must be prepared for the 37% to 67% of prospects who aren’t ready to buy.

Benefits of Integrating Email Automation With Pipeline CRM

• Automated Messaging: events occurring in Pipeline CRM, such as changes in deal stages, can trigger a series of automated lead nurturing messages.
• Personalization: you can leverage the data in your CRM to personalize both broadcast messages and automated sequences. This content can be tailored based on customer interactions or deal stages, providing prospects with the customized information they need throughout their buyer’s journey.
• Lead Scoring: your CRM can also score leads based on how prospects engage with your email messages. As prospects self-identify, your sales representatives gain a better understanding of which prospects are most qualified.
• Data Reflection: any changes made in your CRM—such as updates to contact information, lead status, or deal stages—are automatically reflected in your broadcast and autoresponder sequences.
• Data Exchange: as data is exchanged between your CRM and email service provider, it ensures that messaging remains relevant and up-to-date.

Ready to integrate Customer.io with Pipeline CRM? Here’s how you do it.

Is Customer.io not a fit for your business? Try Mailchimp, ActiveDemand, or ActiveCampaign.

CRM Integration #3: Phone Functions via CallRail and Kixie

With CallRail, you can track phone and text conversions from your search, digital, outreach, and offline marketing campaigns. Configure a new call tracking number in less than a minute and use it with your sales outreach campaigns.

With CallRail, you get source and keyword-level tracking and call-tracking numbers. In addition, CallRail provides:

• Dynamic number insertion
• Google Analytics and ads integration
• Multi-touch cost per lead tracking
• Form tracking
• Text messaging
• Visitor timelines
• Call flow builders
• Email notifications
• Call recording
• Outbound calling
• Multi-channel attribution
• Summary emails.

Data from these features are available in Pipeline and ready to use.

Why Logistics Companies Need Phone and CRM Integration

Picture this—Ryan, one of your rainmakers, is working on a 3-year deal worth $557K annually ($1.67M over three years). Your prospect is evaluating two other carriers. Your prospect has been chatting via email with all three carriers. However, your rainmaker has been texting with two decision-makers and several stakeholders. He’s had several productive phone calls with both.

He can do this because his CRM has all of the notes from marketing.

Your company uses CallRail Lead Center to track inbound phone calls, texts, and chats. Here’s the beautiful part about this. All of his prospect’s data from CallRail is automatically imported to his Pipeline CRM account. Ryan can access all live chat conversations and texts with other team members.

CallRail ensures Ryan never misses a lead by capturing all phone conversations with his prospects. He has a comprehensive record of the entire customer journey. He understands the company’s needs and knows how to make a win/win deal happen.

Benefits of Integrating Phone Functions With Pipeline CRM

With the CallRail integration for Pipeline CRM, you can identify the content that leads to a response. Track

• Capture Valuable Call Insights: record and analyze your phone, text, and chat conversations directly within Pipeline CRM with the CallRail integration.
• Optimize Marketing Campaigns: identify the exact pitch, offer, emails, and text messages that work. Follow your sales outreach messages from pitch to profit.
• Capture Return Calls and Messages Automatically: with CallRail, you can capture your phone, text, and chat conversations for A to Z lead tracking.
• Seamless Customer Journey: attach detailed notes to your Pipeline accounts for each captured call, creating a comprehensive record of the entire customer interaction.

Ready to integrate CallRail with Pipeline CRM? Here’s how you do it.

Is CallRail not a fit? Try Aircall, Kixie, DialPad AI, JustCall, or RingCentral.

CRM Integration #4: Lead Management via ZoomInfo and Uplead

ZoomInfo provides logistics companies like yours with B2B data and software you need to connect with and close your most valuable buyers – all in a single platform.

It helps your sales team build a database of accurate contact and company data. You can build what they call an “account universe” that’s based on your ideal customer profiles. This enables you to reach decision-makers and stakeholders using the largest B2B contact database with over 70M direct dial phone numbers and more than 174M verified email addresses.

Why Logistics Companies Need Lead Management and CRM Integration

If you’re working with a provider like ZoomInfo, your CRM contacts can be updated automatically. With Pipeline CRM, you can keep your CRM and marketing automation data accurate and up-to-date with easy-to-configure enrichment workflows.

If your point of contact changes jobs or leaves the industry, you’ll know. If your contact moves laterally or up, ZoomInfo helps you stay on top of the change, helping you identify their replacement and contact information.

Benefits of Integrating Lead Management with Pipeline CRM

Using tools like ZoomInfo, you can:

• Increase Sales Rep Productivity: less data entry means more time for closing deals.
• Disqualify Poor-Quality Leads: remove these leads based on the pre-determined criteria you set.
• Enrich New Contacts: automatically add additional data from ZoomInfo (e.g., phone numbers, email addresses, and social media profiles).
• Minimize the Need to Switch Between Apps: deep integration further increases sales rep productivity as reps can spend their time in a single app or platform.
• Improve the Quality of Your Sales Forecasts: with enriched data, you can build more accurate forecasts based on detailed information you pulled from ZoomInfo.

Ready to integrate ZoomInfo with Pipeline CRM? Here’s how you do it.

Prefer a different option? Try Finder.io, Clearbit, Uplead, and Full Contact.

CRM Integration #5: Zapier

Zapier is the master key.

It connects Pipeline CRM to hundreds of different apps you’re already using. With Zapier, you can integrate all of the tools in your stack. This means all your lead management, analytics, contact management, customer support, and phone apps can sync and talk to each other.

All you need is your Pipeline API key and a free Zapier account. When combined with our CRM software, Zapier keeps your workflow fast, consistent, and reliable.

Why Logistics Companies Need Lead Management and CRM Integration

With Zapier, you can automatically sync data between your CRM system and the tools in your sales outreach stack.

Instead of adding data entry to your sales rep’s job description, you can create automated “Zaps” that trigger actions in one app (e.g., Pipeline CRM) based on events in another (e.g., JotForm or Google Ads).

Benefits of Integrating Lead Management With Pipeline CRM

With Zapier and Pipeline CRM, you can:

• Import Prospect Information: effortlessly import prospect info directly from your landing page forms into Pipeline.
• Build Comprehensive Contact Profiles: create detailed contact profiles using data from a variety of sources such as banks, fintech, payment gateways, forms, advertisers, automation tools, email, and more.
• Minimize Data Entry Errors: reduce the risk of manual errors by automatically transferring and syncing data between your applications.
• Automatically Disqualify Leads: set pre-defined criteria to automatically disqualify leads and route qualified prospects to the appropriate sales rep or department.
• Improve Customer Service Metrics: enhance your customer service metrics by integrating data from other apps and platforms into Pipeline CRM.

Zapier makes sales pipeline management a breeze. Ready to integrate? Here’s how you do it.

Successful Sales Outreach Begins With CRM Integration

The secret to successful sales outreach is getting sales reps to do sales outreach. Your CRM is the foundation of your sales outreach. With the right sales automation tools and integrations, your sales team can close more deals consistently.

Most sales reps don’t want to do outreach.

Warm or cold, they’re not interested. How do you address the problem? Make sure that the apps in your sales outreach stack integrate seamlessly with the tools and apps your team is already using.

Use Pipeline CRM to align your CRM integrations with your team, and you’ll find that sales outreach becomes easy. Start your 14-day free trial today!

Workplaces are becoming increasingly decentralized. Employees around the world favor remote work or a hybrid model that combines working from home and working from the office.

Although hybrid working has many benefits, it has its challenges. A Microsoft research report reveals that 85% of leaders find it difficult to ensure employee productivity in a hybrid work environment.

The shift also poses challenges for companies with sales teams that depend on close collaboration and communication to meet their objectives. These businesses require a sales management tool to oversee a distributed sales force effectively. This tool must facilitate communication, track performance, and ensure alignment among various teams.

To let your sales team thrive, here are five top sales team management software solutions with powerful reporting features designed to optimize sales performance and boost productivity.

Why Do Remote Teams Need Sales Team Management Software?

Traditional sales management strategies often falter in remote settings. Face-to-face meetings, impromptu brainstorming sessions, and readily available support from colleagues are no longer the default.

If this sounds familiar, sales management software or a CRM can bridge the gap here for your business.

The following features make CRMs crucial for remote teams:

• Optimized Connectivity: teams operating from different locations need clear and consistent communication.

The right software can provide a channel for instant messaging and facilitate video conferencing, file sharing, and even status updates when required via an intuitive interface for team members.

• Seamless Collaboration: being aware of updates and work tasks is paramount for remote teams.

A versatile sales management software will offer collaborative tools for team members to work together on deals, share insights, and record sales history from any location.

• Streamlined Workflows: automation frees up time for team members to engage in core sales and sales-related tasks, resulting in improved team performance.

A good sales CRM can automate redundant tasks like data entry, daily record maintenance, and lead management.

• KPI Tracking: if managers have access to real-time performance records at any given time and place, they can track, monitor, and remedy individual and team performance. This assists managers in identifying areas of improvement, making data-driven decisions, and measuring the success of their team strategies.

Sales management software presents real-time sales dashboards, detailed reports, and daily records.

• Positive Workplace Culture: recent Harvard research found that WFH modalities can make employees see each other as authentic, human, and trustworthy — all qualities that lead to stronger personal and professional bonds.

Sales team management software reinforces a sense of community and belonging that provides a centralized platform for interaction and collaboration.

5 Best Sales Team Management Software Tools

The undeniable benefits of good sales team management software make it a must-have for businesses to perform and be connected even from different corners of the world.

Here are five sales team management software tools for remote workers, along with features and ratings to help you make an informed decision.

1.   Pipeline CRM: A Powerful Sales Team Management Tool

Pipeline CRM is a sales management tool designed to streamline your sales process, boost team productivity, and drive revenue growth.

By providing a centralized platform for setting goals, tracking progress, and encouraging collaboration, Pipeline CRM empowers sales teams to achieve their full potential.

Key Features

The following are Pipeline CRM’s most valuable features.

• Sales Pipeline Management: helps visualize and manage your entire sales pipeline, track deals, and identify bottlenecks.
• Contact Management: allows centralization of all client interactions and their experiences which makes managing and organizing this data easy.
• Sales Prospect Management: captures, qualifies, and nurtures all leads efficiently.
• Reports and Dashboards: gain insights into real-time sales performance and reports with Pipeline CRM’s customizable dashboards that highlight key metrics, identify trends, and help you make data-driven updates and decisions.
• Mobile App: Pipeline CRM is accessible on the go with an updated mobile app, which means users can manage their sales pipeline, track activities, and stay connected with their team from anywhere around the world.
• Integrations: easily integrate with essential external business tools like email marketing platforms, accounting software, and your inbox so users can access all tools without opening multiple apps.

Pipeline CRM Benefits

• Secure, massive storage availability
• Powerful reporting and analytics
• Interactive interface with instant notification versatile mobile app capabilities
• Seamless integration
• Efficient client support
• Enhanced team management

Pricing Plans

Pipeline CRM’s pricing plans are structured as follows: the Start plan is available for $25 per user per month, while the Develop plan costs $33 per user per month. For those looking for more extensive features, the Growth plan is offered at $49 per user per month.

Customer Review Ratings

• 4/5 rating on G2
• 3/5 rating on Capterra
• 3/10 rating on TrustRadius

2.   Hubspot: A Scalable Sales Team Management Software

Big names like Reddit, TripAdvisor, and eBay use HubSpot. With an empowered and seamless interface, the platform helps drive performance and team management among remote teams.

HubSpot is a comprehensive sales management solution designed to drive revenue growth. It offers a range of features to help remote teams streamline sales processes, improve team collaboration, and boost productivity.

Key Features

These are HubSpot’s best features for managing sales team performance.

• Deal pipeline management
• Sales forecasting and coaching
• Sales automation and forecasting
• Sales playbook
• Real-time sales team analytics and reporting

HubSpot’s Pros and Cons

Pros:

• Robust feature set
• Scalability
• Affordable pricing
• Excellent customer support
• Integration capabilities
• Data-driven insights

Cons:

• Steep learning curve
• Limited customization option
• Complexity for small teams
• Unnecessary features

Pricing Plans

Sales Hub Professional is available starting at $90 per user per month, while Sales Hub Enterprise is priced at $150 per user per month.

Customer Review Ratings

• 4/5 rating on G2
• 5/5 rating on Capterra
• 5/10 rating on TrustRadius

3.   Salesforce: An Established Platform With Many Integrations

Salesforce is synonymous with CRM – it’s an all-in-one sales toolkit. This remote sales software assists your team in streamlining processes, boosting productivity, and accelerating revenue growth.

Salesforce automates sales management and helps prevent disjointed communication when team members work from different locations. The platform lets businesses plan, develop, and execute customizable workflows and set trackable sales targets.

Key Features

Salesforce offers a wide range of features, which include the following:

• Slack integration
• AI insights and workflows, along with sales process templates
• Real-time sales dashboard
• Deals notifications
• Mobile access and activity tracking
• Incentive compensation management

Salesforce’s Pros and Cons

Pros:

• Enhanced sales productivity
• Efficient sales team management
• Advanced sales forecasting
• Mobile accessibility
• Customization and tool integration

Cons:

• Expensive
• Dependency on Salesforce’s interface
• Complex workflows and configuration
• Vendor lock-in
• Complex to learn

Pricing Plans

The pricing structure for the software includes several editions to cater to different user needs. The Starter edition is available at $25 per user per month, while the Professional edition is priced at $80 per user per month. For those seeking more advanced features, the Enterprise edition comes in at $165 per user per month. Finally, the Unlimited edition offers all available features for $330 per user per month.

Customer Review Ratings

• 4/5 rating on G2
• 4/5 rating on Capterra
• 6 /10 rating on TrustRadius

4.   Zoho: An Intuitive CRM for Remote Teams

Zoho CRM is a user-friendly CRM solution designed to assist individuals and small business owners manage their team relationships and productivity. It seamlessly integrates with popular business tools like Gmail, Outlook, and LinkedIn, providing a centralized hub for contact information, social media interactions, and sales activities.

Zoho also has good reviews for its customer support team and issue resolution measures, making it a good option for companies that don’t have their own in-house tech teams.

Key Features

The following are Zoho CRM’s best features.

• Integrated communication
• Workflows and automation
• Sales force automation
• Mobile access

Zoho’s Pros and Cons

Pros:

• Ease of use
• Lead management
• Data-driven insights
• Scalability
• Seamless integrations

Cons:

• Limited customization
• Lacking some features

Pricing Plans

The service offers a tiered pricing structure: the Standard plan is approximately $14 per user per month, the Professional plan is around $24 per user per month, and the Enterprise plan costs about $40 per user per month, catering to different needs and capabilities.

Customer Review Ratings

• 1/ 5 rating on G2
• 3/5 rating on Capterra
• 4/10 rating on TrustRadius

5.   Zendesk: A Smart Sales Team Management Tool

Zendesk is an all-in-one CRM platform designed to help businesses manage sales, marketing, and customer support. It combines a centralized CRM, sales management, marketing tools, and helpdesk support into one easy-to-use and affordable solution.

Key Features

Zendesk’s top features include the following:

• Existing email integration
• Sales engagement tools
• Smart lists and templates
• Subscriptions

Zendesk’s Pros and Cons

Pros:

• Easy to use once set up is done
• Automation options
• Customer support

Cons:

• Complex set up
• Limited reporting
• Integration limitation

Pricing Plans

Their Sell offerings feature a tiered pricing structure to meet diverse needs. The Sell Team plan is priced at $19 per user per month, while the Sell Growth plan costs $55 per user per month for enhanced capabilities. For organizations needing comprehensive features, the Sell Professional plan is available at $115 per user per month.

Customer Review Ratings

• 3/5 rating on Capterra
• 2/5 rating on G2
• 4/10 rating on TrustRadius

Choose Pipelince CRM for Managing Your Remote Sales Team’s Performance

A solid sales team management software tool can bridge geographical gaps, streamline communication, and optimize sales processes.

Now that you’ve researched the best sales pipeline management tools available, you can start making your final decision. For a remote sales team, you’ll likely need a CRM with features like sales pipeline management, contact management, and real-time reporting.

During the decision-making phase, remember to consider your team size, budget, and specific needs. Choosing the right sales CRM for your business will empower your remote sales teams to achieve peak performance and drive sustainable, long-lasting growth regardless of their location.

Pipeline CRM offers all these features and more at an affordable price, making it a reliable solution for remote sales teams. Are you looking for unmatched features in remote team management and sales CRM? Try Pipeline today!

Consequently, they often overlook the growing need for a powerful mobile CRM app for their field sales representatives. This oversight can lead to significant issues: leads slip through the cracks, ineffective sales efforts, and poor field and in-office team collaboration.

These emerging problems clearly signal that a mobile CRM app is no longer a luxury but an absolute necessity for a thriving sales operation. Let’s delve into these common sales issues in more detail and explore precisely how a mobile CRM solution can effectively address and resolve them.

Common Sales Challenges Solved by a Mobile CRM Application

1.  Field Sales Teams Struggle to Manage Leads and Follow-Ups

Missed leads and delayed follow-ups? Your field sales reps need mobile CRM access.

Building a continuous lead flow takes time and a lot of work. Businesses often lose their way with this flood of customers. From understanding their challenges to recording information and following up on appointments, there is much to do.

When you have a desktop-only CRM solution, your sales team may miss out on leads when they are in the field. They can’t update contact records or set reminders on the go. A mobile CRM can offer the convenience of contacting, managing, and following up with prospects anytime, anywhere, directly from their phone or tablet.

The moment a lead contacts your business, your team gets notified on their phone, even if they are doing sales on the go. Your reps can use follow-up sales email templates from the platform and send quick messages, increasing the chances of conversion..

2.  Customer Complaints Have Increased

Growing customer complaints? You might lack real-time sales CRM support in the field.

When reps can’t access customer history or service tickets while on-site, customer frustration builds fast. With desktop CRM, your sales reps can only access data inside the office. This can cause delays in responding to customer inquiries when they’re out of the office. Such inefficiency may frustrate even your most loyal customers, causing dissatisfaction and churn.

A mobile CRM gives them the context they need to resolve issues and keep customers happy in the moment. It gives them access to contact details, past interactions, and customer history, enabling them to deliver timely and personalized responses on the move.

Plus, your outside sales reps get instant notifications of customer queries even while in the field. They can easily update project information or add new client requests on their phones, minimizing the risk of forgetting them later.

Such efficiency allows you to close queries and complaints quicker, saving clients the trouble of repeatedly reaching out with the same problems.

For example, Pipeline CRM packs all the benefits of a mobile CRM in its Sales Pipeline Mobile App, allowing you to access customer data on the go and offer timely assistance to clients.

3. Inside and Outside Sales Teams Aren’t Collaborating Efficiently

Disconnected teams and poor handoffs? Mobile CRM keeps everyone in sync.

Field teams and back-office staff often work in silos—leading to miscommunication, missed updates, and duplicated efforts. A mobile CRM bridges this gap by syncing notes, status updates, and tasks in real time. For a bigger team, even the tiniest mishaps in communication can cause severe problems.

Not only that, sales reps will scramble to review client information before meetings and face problems informing the on-field crew of upcoming appointments and project updates. Desktop CRMs can also make lead management tricky for the on-field sales teams.

Let’s say a sales rep spoke with a client on the phone while they were going to another meeting. Without access to the desktop CRM, they will have to rely on memory or note the client interactions somewhere until they can put them in the system. This risks them forgetting important details or misplacing their notes altogether.

Mobile CRM for sales teams can support remote collaboration. You can track customer interactions anywhere, and all of them will be organized in a central dashboard that everyone can access at any time. This way, all teams stay on the same page, no matter where they are.

4.  On-Field Sales Agents Can’t Plan Routes or Locate Project Sites

Field agents struggling with routes? Use mobile CRM for smarter navigation.

If your team spends more time figuring out where to go than selling, your CRM isn’t helping. Mobile CRMs can link to maps, project sites, and appointment locations to streamline routing and reduce missed meetings.

Let’s say you run a construction or landscaping company where your on-field crews have to oversee multiple projects a day. With traditional desktop CRMs, they may struggle to locate the project sites. Contacting the in-office team and finding the right route will waste time and may even cause project completion delays.

One of the benefits of a mobile CRM is that it often comes with geolocation services and smart route planning.

For example, Pipeline’s mobile app lets your team view a map of a contact’s location, reach the site on time, and complete all the field tasks without contacting the office. You can plan logistics for up to 10 locations with our fast and easy route planning feature directly from the mobile app. Watch how our smart route planning feature works.

5.  Sales Reps Struggle to Find the Right Data

Spending too long searching for lead and deal info? Mobile CRM puts key data at your fingertips.

Are your sales reps complaining about difficulties accessing lead information before a meeting? This can be due to the limited accessibility of your desktop CRM.

Since there is no remote access, their only option is to review information before they leave the office for a client meeting. This affects their confidence, increasing the chances of delivering misinformation.

With mobile sales management, all relevant client information is stored in one place, ready to be used instantly and from anywhere. It also comes with advanced filters, making it easier to find and review the data your sales team needs to be thoroughly prepared before joining their next meeting.

Your customer support team may often need instant access to client data to provide personalized assistance. A mobile CRM for sales teams gives them real-time information like previous interaction transcripts and deal terms, even in areas with poor connectivity. This ensures customer interactions are always on point, whether in the office or outside.

With Pipeline CRM, you get a centralized dashboard where all your deals and associated information are stored. Sales reps and other team members can access this information from their phones and accurately conduct meetings and client calls.

From your phone, you can see the lead’s current stage, established terms, deals in your project management pipeline, upcoming orders, contract renewal information, and more.

6.   Reporting Is Time-Consuming and Error-Prone

Manual reporting slows your salespeople down? Automate leads, contacts, and communication log with mobile CRM.

With a desktop-only CRM, team members can’t check real-time data or pull relevant reports while out of the office. This often delays decision-making and deal closing until they can access the CRM from a desk. But with a mobile CRM app, all sales related data is accessible from anywhere, no more impeding the sales process.

For example, your sales reps may have a busy day with multiple client meetings and can’t update the CRM while out of the office. What happens if they put in the wrong information later or forget the details altogether? The lack of real-time updates will cause reporting gaps and may lead to lost deals and delayed projects.

If you are struggling with this, it’s time to switch to a mobile CRM.

Here, data gets updated in real time, and your teams can access accurate sales and deal insights on the move. Since they don’t have to wait to get back to the office to access reports, they can adjust their sales approach on the go.

Pipeline CRM’s real-time sales reporting generates detailed reports that you can access from your desktop and mobile phone.

Teams always know the exact status of the deal, allowing them to:

• Identify opportunities
• Alleviate doubts
• Nurture leads
• Finalize negotiations beyond the limitations of their desks

You can apply filters and adjust the date range to compare numbers across reports quickly and make faster and more accurate decisions.

7.   Monitoring Accurate Sales Performance Is Challenging

Can’t track on-the-go sales performance? Mobile CRM gives real-time insights.

When you have a small team, monitoring their activities and keeping them on track is easier. However, as you add more on-field and remote staff to your teams, you may face problems tracking their activities with a desktop-based CRM.

Why? Because it isolates in-office team members from those working in the field.

The sales reps can’t update their activities immediately, leading to gaps in the data. This can blindside you from their performance on the field. You won’t know when they need guidance, causing strategy adjustments and resource allocation delays.

Mobile CRM lets sales reps log their activities and sales in real time. Managers can view completed tasks, areas of improvement, and what went wrong when a deal didn’t work out.

You can make suggestions and reminders, and update objectives, ensuring the on-field team receives instant notifications to stay aligned with your strategies.

Get Insights into Your Sales Pipelines On-the-Go with Pipeline CRM’s Mobile CRM App

Our best mobile CRM offers sales team management features where you can set daily goals for your team and monitor their performance from your smartphone. You can see every sales activity from any time period in a simple line chart. You can even sort the insights by salesperson, by team, or for the entire company.

We also offer leaderboards to track individual contributions to your team objective. With these, you can instantly identify your sales reps’ strengths and weaknesses without them needing to log their daily activities on the office desktop.

For example, when XpressConnect expanded to a nationwide sales team, monitoring their contribution proved challenging. To counter this, they used Pipeline CRM’s sales tracking to:

• Monitor sales activities
• Identify opportunities
• Encourage healthy competition among salespersons

Our mobile CRM keeps XpressConnect updated on the team’s progress, no matter where they work.

Pipeline CRM Is Built for High-Performing Mobile Sales Teams

Ditching your current system and switching to a mobile CRM may feel like a leap. That said, when you consider how severely the above challenges can impact your sales team’s productivity, the choice is quite simple.

Mobile CRM applications are convenient and designed to facilitate collaboration between diverse teams.

Pipeline offers the best mobile CRM where you can manage leads, track sales teams, and resolve customer complaints on the go. Every data point gets synced in real time, from new negotiations and renewed contract terms to sales activities.

Want to create a sales ecosystem where every team member has the convenience of a mobile CRM application?

Try our 14-day free trial today!

So, how do you build a positive name and credibility in the construction industry? By offering quality service and building trustworthy customer relationships. Achieving these is much easier if you use a custom sales CRM for construction, like Pipeline CRM.

As one of the best CRMs for construction companies, Pipeline CRM has proven to improve the sales performance of three construction businesses. Who are they and how exactly does Pipeline CRM’s sales solution grow their businesses exponentially? Read on to find out. 

1. Reno Renovations

Founded in 2011, Reno Renovations specializes in preservation, restoration, and general construction. In just 13 years, it has already established itself as a trusted construction company in Chicago.

Challenges They Faced

As their operations scaled, Reno Renovations had to handle large amounts of sales data, multiple project timelines, and complex construction projects. Tackling these challenges requires efficient communication between all the stakeholders to ensure no important data slips through the cracks. 

Reno Renovations first went the traditional way. They tried to maintain one massive Excel spreadsheet for their sales pipeline, organized by Open, Pending Payment, and Paid deals. However, as the business grew, the system kept getting increasingly chaotic. 

Office Manager Jillian Shuttleworth recalled, “It was really crazy. Sometimes we’d accidentally delete things or put them in the wrong field. We couldn’t run reports.” 

They desperately needed a scalable construction lead management solution to organize project data and offer ample collaboration tools.

Features They Used

Reno Renovations loves Pipeline CRM’s customization: data fields, deal stages, and even dashboard colors can all be tailored to their business. Shuttleworth finds the single data source in the lead management system invaluable, allowing her to provide on-site crews with instant information.

“When our guys in the field call me, I can give them answers instantly. What’s the access code for this lockbox? What’s the number for that plumber we worked with last year? When is the carpet going to be delivered? There it is!”

Furthermore, Pipeline CRM goes beyond deal management for Reno Renovations. It empowers them to stay on top of their entire business. Every morning, as Shuttleworth describes, she starts her day by reviewing the Pipeline CRM dashboard, gaining a clear view of where each deal stands. The sales team management feature allows her to create custom to-do lists and follow up with team members to ensure timely completion of tasks.

This comprehensive system doesn’t stop there. Pipeline CRM’s robust sales pipeline tracker lets them visualize every deal, organize timelines, and track the progress of each bid. This empowers Reno Renovations to handle day-to-day operations efficiently while maintaining strong, long-term client relationships.

The Results

Reno Renovations trusted Pipeline’s custom CRM solution, and it paid off. Made by salespeople for salespeople, Pipeline CRM drove 10% growth for the construction company each year for the last two years. 

Shuttleworth also mentioned how they effectively improved client relationships, particularly thanks to our sales pipeline tracker, “Pipeline CRM has made my life so much easier. Clients feel like we’re really on top of things, and we feel confident that we’re on top of all our deals.”

2. Bay Area Underpinning

Bay Area Underpinning is a construction company that provides foundational settlement and repair solutions to North Carolina homeowners. For the last 19 years, the organization has delivered excellent building repair services and gained their community’s trust. 

Challenges They Faced 

Bay Area Underpinning needed something more than a client database, They wanted a solution that helped them maintain seamless exchange of information between the crew and the client. For that, they had to find a CRM that integrates with Excel and other Microsoft Office tools and offers quick access to the relevant client data. 

Features They Used

In their quest for the perfect custom sales CRM for construction, the company stumbled upon Pipeline CRM and gave it a go. 

One of the features Bay Area Underpinning loves most is our sales pipeline management. It acts as a centralized repository for all past client interactions, notes, and documents related to each construction project. With everything readily accessible from any device, the team has all the necessary information at their fingertips. This empowers them to effortlessly guide on-site crews and ensure services perfectly align with each customer’s specific expectations.

Pipeline CRM also boosts team collaboration with smart task management. The office manager can schedule Estimator appointments and share key customer notes. This seamless flow lets Estimators adjust schedules, create references, and update customer details. Easy-to-view reports further empower Bay Area Underpinning to generate forecasts and manage pipelines efficiently.

Additionally, Pipeline CRM also fosters healthy competition with sales goal leaderboards, motivating individual sales rep performance. Automated email follow-ups ensure timely communication and eliminate guesswork about estimate delivery. This frees Bay Area Underpinning to focus on its expertise: exceptional construction services.

The Results

Thanks to our custom sales CRM for construction, Bay Area Underpinning saw a sales growth of 15 to 20%. Pipeline has also helped them strengthen their team, demonstrate top-notch work quality, and build meaningful client relationships.

3. A David Creation

Three generations of painting contractors run deep in David Chism’s family. This rich legacy fuels his marketing and consultancy firm, “A David Creation,” which specializes in helping painting contractors thrive.

Challenges They Faced

David’s mission was clear: streamline both in-office and on-site services for his construction clients, minimizing manual data entry and simplifying their lives. He knew one thing for sure – contractors craved a custom CRM built for construction. It had to be simple, easy to learn, and cater to the specific needs of painting contractors.

Features They Used

Keeping all his requirements in view, Pipeline CRM was David’s “first choice from the start.” He explained how painting contractors need only the simple and necessary features and Pipeline CRM offered them exactly that with affordable plans. 

A David Creation uses the lead management feature to create custom deal stages and follow the lead from start to finish. The company also improved productivity with Pipeline’s automated email campaigns CRM and project management tools. 

Additionally, David especially appreciates the ease of report generation on Pipeline CRM. Compared to the “super challenging” process he experienced with Salesforce, creating reports on our platform is a breeze. “I use Pipeline CRM a lot for my customers. I get in there as much as they do to run reports myself. It takes no time at all!” 

The Results

Integrating Pipeline’s custom CRM solution in its operations lets A David Creation expand its clientele and build positive customer relationships. Since 2009, Chism built a diverse client base that includes small companies with $500,000 in annual revenue as well as big names generating $20 million in revenue. In fact, 75% of David’s clients now use Pipeline CRM for their own operations. 

An Overview of Pipeline’s Custom CRM for Construction

The three construction company success stories above prove what makes Pipeline CRM the best CRM for construction companies. Here are details of our uniquely designed CRM features for construction businesses. 

Pipeline CRM Features

• A CRM that integrates with Excel, phone dialers, and popular productivity tools
• Sales performance tracking with multiple sales pipeline capabilities
• Automated sales task allocation and real-time status update
• Automated email drip campaigns
• Task prioritization and next-step suggestions
• Unlimited storage to save notes and documents
• Smart mobile CRM app with geolocation and talk-to-text recording features 

Pipeline CRM Pricing

• Start plan: $25 per user per month
• Develop plan: $33 per user per month
• Grow plan: $49 per user per month

Pipeline CRM Ratings

• 4.4/5 star rating on G2 (928 reviews) 
• 4.4/5 star rating on Capterra (623 reviews)
• 8.6/10 score on TrustRadius (18 reviews and ratings)
• 4.2 star rating on Gartner (40 ratings)

Unleash Your Full Potential  With Pipeline’s Custom Sales CRM for Construction

Follow the lead of these three construction companies and opt for Pipeline CRM’s construction lead management solution to: 

• Automate sales workflow 
• Stay on top of every client deal and customize workflow as required
• Track individual performance and ensure everyone is on the same page
• Improve customer relationships and grow revenue

From Excel spreadsheet integration to custom deal stages, Pipeline CRM is everything a construction company needs to become a trusted name in the industry. 

Become the best in the construction business with Pipeline CRM. Sign up for free today!

Running a construction business isn’t a walk in the park. Let alone scaling it. Fortunately, using the best CRM for construction already cuts down manual tasks and streamlines sales-related tasks, but without proper integrations, you’re still wasting time on productivity. Going back and forth between your tools is time-consuming. 

To build a seamless workflow, you need a CRM with the right integrations, and that’s what you get with Pipeline. In this article, we will break down Pipeline’s CRM integrations for construction companies and how they can help you tackle certain tasks.

Importance of a Custom CRM with Multiple Integrations

While the industry is the same, every construction company has unique business challenges (or needs), and a generic CRM isn’t enough to accommodate them all. 

Here are some notable ones:

• Project Delays: McKinsey found that 77% of construction businesses are at least 40% late delivering projects. Besides uncontrollable elements like weather, repetitive tasks, and lack of organization, they waste time and result in stagnant productivity.

• Inadequate Communication: Maintaining seamless communication between on-site and internal teams becomes a hassle for many construction companies. It can cause problems like unrealistic expectations, tasks getting overlooked, and issues going unnoticed.

• Cost Overruns: 98% of construction projects face cost overruns of over 30%. This is mostly caused by poor planning, inaccurate forecasting, and budgeting. A general CRM won’t fit in your existing system seamlessly to counter all these challenges with accuracy. But a construction sales CRM with an open-source API can. Need to send a quick email to a client about project changes? A custom CRM for construction companies will let you access your emails on the platform itself. Have to check the project budget before approving specific materials? You can access Quickbooks on the CRM without wasting time signing in.

In short, integrations can save you time and keep every necessary tool on one centralized platform. That’s why you need dependable construction CRM software like Pipeline that integrates with every popular productivity and business tool for greater convenience. This way, everything will get sent to Pipeline CRM’s dashboard directly. To explore how our CRM for construction can consolidate these tools and streamline your operations, check out our dedicated platform tailored to construction businesses.

Pipeline Integrations for Construction Companies

Elementor 

Every construction business owner knows how difficult it is to generate and manage quality leads consistently. That’s why modern construction companies rely on website forms where potential leads can submit queries. 

Elementor is a drag-and-drop editor for WordPress and other CMSs that allows you to create beautiful forms and embed them on your site. When integrated with Pipeline CRM, Elementor Forms sends all the captured leads directly to your dashboard, capturing and automating lead collection and management. It ensures that lead information is kept and noted. 

Moreover, with Zapier as a bridge between Elementor and Pipeline integrations, you can send project confirmations to leads, set up notifications, or trigger actions based on the lead’s query. 

QuickBooks

Sales forecasting and budgeting are prominent challenges for a construction company. With Pipeline CRM’s QuickBooks integration, you can overcome them easily. 

The goal here is not to do better accounting—Quickbooks does that just fine on its own. However, integrating your CRM with this popular finance management software will let you make more sales and grow your revenue. Usually, whenever a construction company closes a deal, the accountants are the last ones to get access. This can hamper invoicing and information exchange between them and the sales team. 

The Quickbooks integration will update your account team early whenever you win a deal. This helps them generate accurate invoices right at the beginning of the project, resulting in seamless and quick payments. Moreover, the integration imports customer details, products, invoices, and payment information directly to your sales CRM. 

The team can use the QuickBooks data in their Pipeline CRM for tasks like follow-ups, reminders, customer service, and business process automation.

Outlook

Microsoft Outlook is a popular productivity tool for contact management, project calendars, and emails. So, if you also use it to keep track of your upcoming projects and communicate with clients, Pipeline’s Outlook integration can simplify your efforts.

It syncs your Microsoft Outlook email messages, contacts, and calendar events on your construction CRM software. This add-on keeps your customer relationship and email efforts aligned without any extra effort. Moreover, this particular integration lets you centralize contacts, emails, and event calendars and track all communication in one place.

Pipeline also lets you choose contact categories on Outlook that you want to sync with the CRM. This includes existing clients, prospects, and other stakeholders in the construction deals. The Quickbooks integration also prevents information overlap between departments as prospects move through the sales funnel.

Google Apps

From Sheets to Chat, many businesses depend on Google apps to manage their business. If your construction company is one of them, Pipeline will fit perfectly in with your current workflow. Pipeline CRM for construction companies offers seamless Google app integrations, eliminating the need to duplicate data entry between platforms. 

With this CRM integration, you can access all customer data in one place. It removes confusing data silos, ensures every stakeholder’s access to the latest customer information, and improves team collaboration. For example, if you schedule a newly closed construction deal on Google Calendar, this Pipeline integration will sync that information directly on the dashboard and update all team members. 

Mailchimp

Frustrated with switching between your construction sales tools and Mailchimp to check your email marketing performance? Pipeline’s Mailchimp integration can save you the trouble. It ensures all your efforts are aligned—whether it’s in sales, marketing, or customer relationship management.

Now you can keep track of your segmented email lists and campaign analytics directly from one cohesive dashboard. This CRM for construction companies also stores all data and marketing communications in your account history. Your team can access them anytime, learn from past campaigns, and improve email campaigns. It will also give you an idea of the optimum follow-up time and run a targeted email marketing initiative with Mailchimp. 

CRM for Construction Companies: A Pipeline CRM Case Study

In Seattle, Rainier Custom Homes’ unprecedented reputation is the fruit of two generations of incredible customer service. To grow this success further, the current CEO, Steve Hettema, opted for BuilderTrend, a CRM for construction companies. 

However, it wasn’t a good fit. The software lacked contact relations management, which could have been detrimental to Rainier Custom Homes’ hard-earned customer loyalty. As Hettema used Pipeline for a previous company he ran, he decided to give our construction CRM software a shot. 

Today, the company relies on multiple Pipeline features to handle three phases of the sales process: Discovery, Preconstruction, and Build. 

This is how our CRM and integrations have helped them: 

• Pipeline’s automation features notify teams about important tasks and let them contact the client at the right time. 
• Whenever the sales team closes a new lead, the system sets off tasks automatically, from scheduling appointments to sending contracts.
• It cued up pre-written emails about project surveys, conference call scheduling, and on-site visits. The right emails get delivered at the right time to the right person.
• Pipeline eliminated repetitive tasks and helped the construction company set a consistent customer experience.

The result? 

After implementing Pipeline’s construction CRM software, Rainier Custom Homes reduced the length of their sales cycle from 130 days on average to 62 days. As the CRM was quite easy to adopt, the team got fluent with our CRM pretty quickly.

Conclusion

Considering the current market trends, running a construction business can be very rewarding. All you need are practical construction sales tools to help you manage data effectively. For example, you need a custom CRM and necessary integrations. 

Fortunately, Pipeline packs them all in one simple platform. 

Besides open-source APIs, our CRM for construction companies offers lead management, task automation, and email drip campaigns. You also get accurate analytics and reporting features to keep performance on track. Try it out! 

Choose your Pipeline package today and get a free 14-day trial.