Never lose touch with your touchpoints.
With all sales communications in one place,you can speed up your sales process
and hit the right notes with timely follow ups and follow throughs.
- Email sequences
- Bulk email sends
- Dynamic lead lists (Smart Contacts)
- Personalized email templates
- Scheduled emails
- Tracking for email opens
Greater reach. Less time.
Every contact you make moves you closer to the deal. Leverage lead data and the powers of personalization while automating your follow ups to close more deals.
Easily send bulk emails to enroll contacts or companies who fit with your ideal customer profile.
More calls, less time on the phone.
With built-in call features, you can call with one click and automate the tedious tasks to maximize the number of calls you make. Say goodbye to endless dial tones with a smart dialer that connects you as soon as they pick up.


We line up the leads.
The smart system automatically dials your leads in order of priority. When they pick up, you take it from there.
We dial it down for you.
That’s right, no more dial tones! The connection begins once the ringing has stopped.


Connect wherever they are.
Sometimes your leads aren’t available to reply to emails or answer the phone. With pipeline.so’s SMS capabilities, you contact them wherever they are, without leaving the CRM. And don’t worry about keeping notes. Everything will be automatically logged then and there.