If you’re in need of some extra help hitting your sales targets and  better managing your sales strategy/process, you might be pleased to know that there’s a specific kind of CRM software out there that can help you out.

It’s called pipeline software, and it offers a significantly more productive solution than analog alternatives. So, what’s so great about pipeline software? And how can you use it to springboard your business operations, whatever field they might be in?

Well, that’s exactly what we’re going to discuss in this article. Read on to explore the top features to look out for when picking an effective pipeline software, and monday sales CRM is the fully customizable, robust product that’ll fulfill all your pipeline software needs and more.

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What is pipeline software?

To understand what pipeline software does, and how it’s helpful, we first need to examine what a pipeline is. A pipeline is a visually organized method of tracking leads, projects, or tasks, as they move through various stages of development.

example of a pipeline in monday.com

They’re typically used in sales environments — and hence also called a sales pipeline — but also come in handy in the marketing and project management worlds. Imagine for a moment that you’re using a visual tool like this that will bring your sales pipeline to life. Each stage in the sales pipeline would correspond to a stage of your sales process, and as the lead moves through that process, you’d use the software application to move the card or change the status at each stage to show how the prospect is moving through your workflow.

What benefits does a sales pipeline offer?

The overarching benefit that sales pipelines deliver to selling teams is a more manageable sales process, which translates to stronger lead management and higher close rates.

This is especially true of sales pipeline software that offers mobile applications, with 65% of teams using mobile apps hitting their sales targets, compared to 22% for salespeople who don’t. In addition, a sales pipeline platform can also enhance the ability to report on and analyze team performance through dashboards and reporting functionality.

screenshot of a sales report in monday.com

More advanced sales pipeline software applications also give you the flexibility to customize pipeline stages to fit your sales process.

For example, with monday sales CRM you can build your own pipeline with easy-to-grasp drag-and-drop functionality. Or you can get started instantly with a sales pipeline template.

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How do businesses use software to manage their pipelines?

Sales aren’t the only department that can benefit from implementing a pipeline software platform.

For example:

  • Marketing teams can manage an upcoming campaign deployment by creating a pipeline for all required assets.
  • A software development team can create a continuous delivery pipeline to keep track of all required updates and allow each developer to work more autonomously.
  • Design agencies can use pipeline software to manage the inflow of new design work right through to completion.

Let’s look at a few examples to give some visual context to how businesses use pipeline software.

3 software pipeline tool examples

DevOps pipeline

Software delivery teams use pipeline software to manage quarterly initiates, code change requests, and continuous integration development.

screenshot of a devops pipeline in monday.com

Capable solutions will allow you to integrate with your bug-tracking software, so data is plumbed straight into your continuous deployment pipeline.

Sales pipeline

Perhaps the most common use for pipeline software is to manage sales processes. Sales leaders can create custom pipelines that map onto their sales process, as well as store customer information, call and email directly from their software, or assign a new task to a sales rep.

screenshot of a sales pipeline in monday.com

Project portfolio management

Project managers who work across a portfolio of different projects might use pipeline software to gain a high-level view of project timelines, store and manage stakeholder contact info, and keep track of associated costs.

screenshot of a pipeline in monday.com for project portfolio management

11 features high-performing teams look for in sales pipeline software

There are plenty of ways to manage a pipeline, and plenty of software platforms out there, but they aren’t all built the same. Let’s take a look at a few of the most important features that pipeline software should offer, so you can feel confident in choosing your platform.

1. Customization

No two pipelines are the same, and every business has its own specific needs when it comes to building the most effective pipeline for its company.

Templates are a nice way to get off the ground quickly, but the last thing you want is to be stuck working in an arbitrary framework that some developer thought made the most sense. So, it’s important to choose a pipeline software provider that allows you to customize those templates, or build your own pipeline from scratch, with customized stages, fields, and views.

example of customizable pipeline stages

2. Multiple views

Not everyone likes to work in grid mode. Some salespeople prefer a Kanban-style board, others would rather work within a timeline.

Choose a pipeline software solution with multiple view types built in, so your team can easily switch between them without compromising the underlying data.

screenshot of the different board views in monday.com

3. Automations

A pipeline software platform with robust automation features can result in up to 30% more deals closed, so we’d recommend prioritizing this feature. However, you don’t want to spend days bogged down in code to get there, so make sure your pipeline software platform makes it easy to create new automation rules.

With monday.com. creating customized automation couldn’t be easier. Just plug in what you want to happen, and that’s one less thing on your to-do list.

example of an automation recipe in monday.com

4. Integrations

Modern teams, sales or otherwise, are rarely using just one software platform to get the job done. This can result in a ton of time lost switching between tabs and windows, and updating data across platforms. Save yourself this time by finding a solution that integrates with all of the tools you’re already using.

pipeline software - monday.com integrations

5. Mobile apps

We mentioned earlier that pipeline software that’s accessible via mobile apps is a surefire way to increase team engagement and empower your salespeople to hit their targets. So, make sure that you choose a platform dedicated to building powerful, user-friendly mobile apps.

screenshot of the monday.com mobile app

6. Collaboration tools

Modern teams are diverse, remote, and hyper-specialized, meaning even a simple team can include people from various roles working together toward the same end goal. This is especially true if you’re embracing methodologies like Agile.

So, your pipeline software should include collaboration tools like:

  • Document sharing
  • Video conferencing
  • Customizable access permissions
  • Instant messaging

monday.com contextual notifications

7. Ability to handover between team members smoothly

One of the biggest challenges large sales teams face is that their sales process often involves multiple touchpoints.

For example:

  • A sales development rep cold calls a prospect and pre-qualifies them
  • The SDR hands the lead over to an account executive to perform a sales demo and fully qualify the lead
  • If the customer purchases, the AE then hands that customer over to the customer success or service department

This can feel a little impersonal from the customer perspective, but you can combat this downside by making it easy for your team members to share customer details, notes on previous sales conversations, and contact preferences.

Your pipeline software should make it easy to reassign a lead to a new colleague, and have all of the lead’s important data retained.

8. Reporting

Getting work done is only part of the puzzle. High-performing teams also put time aside to review performance, and create action plans for improvement. You can empower your team with such insights by choosing a pipeline software platform with a robust reporting suite.

screenshot of a report in monday.com

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9. Dashboards

More well-equipped pipeline platforms will go beyond simple reporting functions, allowing you to create a custom dashboard for regular analysis. With software like this, you can choose the reports you want instant access to in a single screen, and see them updated in real-time.

screenshot of a reporting dashboard in monday.com

10. Forms

This one’s especially important if you’re working with customer data, and actively generating new inbound leads. Finding a pipeline creator that also has a custom form builder is a major timesaver, allowing your customers to type their data into an easy-to-understand form, which then arrives neatly in your contact management pipeline.

That means no more lost leads due to incorrectly typed-in phone numbers.

screenshot of a form in monday.com

11. Templates

Lastly, if you’re looking to get off the ground quickly — which, let’s face it, who isn’t? — then you’ll want to find a pipeline software solution that provides plenty of pre-built, customizable templates that you can download and get to work on. Luckily monday.com offers hundreds of templates for you to easily choose from and customize as you see fit.

some of the templates monday.com offers

monday.com has all the top pipeline software features and more

As you can see, pipeline software can deliver several benefits for sales teams, continuous deployment software developers, and project managers alike, as long as you choose a solution with the right features, of course. And we’re here to give you some really great news. the monday sales CRM has all these previously mentioned features and more.

Example of pipeline software on the monday sales CRM.

Easily tailor your pipeline software to work for you, without any development help. Customize and edit deal stages, add as many columns as you need, manage multiple pipelines at once, and more.

Create your pipeline from scratch or try using our sales process template, or one of the 300+ other templates we have available. No matter what way you choose to use the monday sales CRM software to manage your pipelines, you can rest assured that you’ll have all the top features at your fingertips to maximize your team’s efficiency and processes!

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