Pipeline CRM
7.8#1 in construction crm softwareFrom $19 a monthAndroidiOSWebAPI
Visit| Fact | Pipeline CRM | ProjectMark |
|---|---|---|
| AI features | Yes | Listed AI features include voice-enabled note taking and the Bolt+ AI Assistant for adding and updating opportunity information. |
| Integrations | The integrations directory lists 64 live integrations across 14 categories, including QuickBooks Online, Gmail, Outlook, Mailchimp, Google Workspace, Zapier and Asana. | Native integrations listed include Procore, Vista, BuildingConnected, Gmail, Outlook, and Adobe InDesign; Spectrum is marked coming soon. |
| Product | Pipeline CRM, formerly PipelineDeals, is cloud sales-pipeline software for small and midsize B2B teams. | ProjectMark is a CRM built for construction teams to manage relationships, opportunities, and projects. |
Pipeline CRM suits sales teams that need visual deal tracking, synchronized email, automation, and mobile access. Its tiers accommodate different pipeline and active-deal requirements.
It is intended for general contractors, specialty contractors, and architecture and engineering firms managing construction opportunities and projects.