Pipeline CRM Software for Streamlined Sales Management

Predict Future Revenue

Track & Improve Sale Performance

Auotamate & Centralise Sales Efforts

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Trusted by 150k+ sales reps, entrepreneurs, agencies, and freelancers across 178 countries

Boost Your Sales Team’s Performance & Increase Revenue

All-in-one pipeline management software for sales teams of all shapes & sizes
CRM with Sales Pipeline Management Software
Convert more leads faster in 3-steps
Manage Sales Pipeline - Sales CRM Software
Easily Handle Your Sales FlowQuickly bring in leads from everywhere, auto-collect leads with Refrens forms, and see your whole sales flow to make fast, facts-based choices.
Engage and Nurture Prospects - Sales CRM
Engage and Nurture Your LeadsEasily segment and assign leads, stay in touch through WhatsApp and Email, and set auto-reminders so you never forget follow-ups..
Close Deals Using Refrens Sales CRM
Close Deals and Improve RevenueCreate quotations in just one click, speed up deal closures and increasing revenue.
Rated ⭐ 4.8/5 based on 11700+ Ratings

Optimize Your Sales Workflow With Refrens Pipeline Management Software

Capture Leads
Capture LeadsCapture & add leads easily across all channels including your own business profile on Refrens
Lead Capture Form
Lead Capture FormA fully customisable form that can be embedded into your website to capture leads directly.
Add Custom Fields
Add Custom FieldsCapture more than just emails and phone numbers with unlimited Custom Fields for all your pipelines
Multiple Sales Pipelines
Multiple Sales PipelinesManage sales pipelines for different products and services. Move leads easily within pipelines
Manage Unlimited Stages
Manage Unlimited StagesCustomize lead stages according to different pipelines and manage them to never miss out on a follow-up
Add Label to Leads
Label Every LeadLabel and tag every lead by source, personas, business type and more for 1-click filters and reports
Send WhatsApp and Email
Send Emails/WhatsAppSend & manage all communication to your leads via Email, chat or WhatsApp from within Refrens
Insights and Reports
Intelligent Insights & ReportsActionable turnaround time insights & weighted pipeline report to calculate sales & revenue probability
Multiple Team Members
Multiple Team MembersAdd multiple team members, assign leads to sales reps and control their access levels
Automate Follow-upsMake your leads travel faster down the pipeline with personalized messaging and follow-ups
Add Internal Leads
Leave Internal NotesCapture every relevant interaction and add relevant context for your team with private internal notes
Send Quotations and Invoices
Send Quotations/InvoicesWith our Refrens accounting and inventory suite, drive conversions and revenue faster and easier

Happy Customers

Aniket - Refrens Invoice Software User
Instead of using multiple tools to manage leads and communication, Refrens helps me do it all in one place.
AniketOwner, Spaceplexx, Coworking Space
Refrens has exceeded my expectations in terms of ease of use and affordability.
RubitaFreelance Developer
I thought Excel was fine enough for me until I tried Refrens - It has completely won me over!
Shivansh TulsyanCEO, Binny Textiles
Refrens has made juggling multiple leads a breeze with easy segmentation and centralized communication.
LinkeeFreelancer, Content Writer
After switching to Refrens, I no longer need to pay for 4 different software to manage leads, communication, accounting, and payments.
AnjaniFounder, Brown Mocha

Improve Sales Efficiency with Refrens Pipeline CRM Software

One-stop solution for sales teams of all sizes
Capture Leads on Autopilot - Lead Management System
Automated Lead Capture
Let us do the heavy lifting with lead capture. Integrate our web forms on your website or share them via a link, and watch leads seamlessly flow into your pipelines.
Assign, Track, and Customize
Assign right leads to right sales reps,and easily track leads across different stages in different pipelines, set-up lead stages according to your unique sales process, add custom labels for better customization, and more!
Seamless Communication & Follow-ups
Communicate with leads directly over WhatsApp & email. Keep track of all your essential communication in one unified platform. Never miss a chance to convert your leads into revenue with automated follow-up reminders.
Track Performance of Sales Team
Get reports for each sales team members, track their activity on different periods, and measure performance.
Convert Quotation to Invoice
Create Quotations & Invoices
Quickly generate quotations, send them over Whatsapp & email, track when your leads view these quotations, and convert them to invoice one-click.
Capture IndiaMart Leads Into Refrens Automatically
Connect your account with IndiaMart to automatically capture all your leads data into Refrens. Manage leads, get detailed sale reports, send email & Whatspp messages, create quotations & invoices, and more. - all in just a few clicks!

The smartest investors in the room are backing our vision.

People who understand money, match-making and all things Internet.
Vijay Shekhar SharmaFounder, Paytm
Anupam Mittal
Anupam MittalFounder, Shaadi.com
Kunal Shah founder of CRED
Kunal ShahFounder, CRED
Founders of AngelList, DailyNinja, Voonik.com, Park+ and many more.

Frequently Asked Questions (FAQ)

What is Pipeline CRM software?

Pipeline CRM software is a tool designed to help businesses manage their sales pipelines. It allows you to create different pipelines for each product or service, assign stages to leads, add custom fields, and label leads for easy categorization and sorting.

What is the best Pipeline CRM software for sales?

The best Pipeline CRM software for sales depends on your business size, needs, and budget. Refrens Pipeline CRM is a great option for growing sales teams, entrepreneurs, agencies, and freelancers looking for an easy-to-use, comprehensive, and affordable solution.

What is CRM with an example?

CRM, or Customer Relationship Management, refers to strategies and tools that help businesses manage interactions with customers and leads. An example is Refrens Sales CRM, which consolidates lead capture, communication, follow-ups, and sales pipeline management to improve sales performance and boost revenue.

Will my data be secure?

We take utmost care of data security & privacy. Our systems are frequently updated with the latest security updates to ensure that your data is safe and secure. Do check out our detailed privacy policy here.

Do you provide customer support?

Yes, we provide instant & reliable support over chat, email, and phone. We will also provide a dedicated account manager to help you out whenever required.

Can the software adapt and scale as my business grows?

Absolutely! Our software is designed to seamlessly adapt and scale alongside your business, ensuring that it meets your evolving needs at every stage of growth. We are also committed to continuously enhancing the software by rigorously adding new features, functionality, and improvements so that your business can always stay ahead of the curve.

As your business expands, our software can accommodate an increasing number of users, manage larger volumes of data, and handle more complex tasks without compromising on performance or efficiency. We regularly update our software to incorporate new technological advancements, industry best practices, and customer feedback, ensuring that you always have access to the latest and most innovative solutions.

Additionally, our cloud-based infrastructure offers unparalleled scalability and reliability, with the ability to adjust resources on-demand to cater to your business's specific needs. This means that you can be confident that our software will support your growth without any disruption or downtime.

Pipeline CRM - CRM Software For Sales Teams

What is Sales Pipeline Management Software?

A sales pipeline is like a step-by-step journey that guides the sales reps from finding potential customers (leads) to making a sale and providing ongoing support. It helps the salesperson stay organized and make sure no potential customers are left behind. To create such a pipeline, every sales team needs sales pipeline management software.

This is similar to the water pipeline that carries water from one place to another, just like that sales pipeline software helps sales reps to make sales through different steps like contacting leads, qualifying leads, followup, scheduling meetings, then closing the leads.

How Sales Pipeline Management Works?

If you see having a perfect and crip sales pipeline helps sales reps to concentrate on sales and building good relationships rather than end up tangled in leads. So it is important to have sales pipeline management software.

Sales Pipeline Management Made Easy with Refrens


In Refrens, a "lead" is someone who shows interest in what we offer. They might intentionally reach out to us or come across our product or service without us reaching out to them first. A lead contains two important pieces of information: their contact details (so we can get in touch with them) and what specific product or service they are interested in.

Lead Assign

When a lead comes in, we use special software called "lead management software" to keep everything organized. The sales manager or team leader assigns the lead to a sales representative (sales rep) who will handle that lead from start to finish. At this point, the lead hasn't been contacted by any sales rep yet, so it's considered a "new lead".

Contacting Leads

The sales rep can see the new leads assigned to them in the sales pipeline. They also know how the lead found out about us, whether it was through ads, online searches, referrals, or other marketing efforts. The first thing the sales rep does is change the lead's status from "new" to "open". This lets everyone on the team know that this particular lead is now being contacted by a sales rep.

Once the lead is open, the sales rep will reach out and connect with the lead to understand what they need or want. There are two possible outcomes from this point onward:

Contacted - If the lead shows some interest in our product or service and seems open to further discussions, the sales rep marks the lead as "contacted." They also have the option to provide a reason for contacting the lead, such as the lead asking for more information, showing interest in what we offer, or giving a positive or negative response. If the lead is interested, the sales rep will continue to engage and nurture them to potentially become a customer.

Not Serviceable - If the sales rep realizes that the lead is not a good fit for us or has unrealistic expectations that we cannot fulfill, they mark the lead as "not serviceable." In this case, the sales rep will go back to the pool of new leads and start working with another one.

Qualifying Leads

If the sales rep marks the lead as "not serviceable", it means it's not the right fit for us, and they move on to another lead. But if they mark it as "contacted", it means the lead has shown interest, and the sales rep believes there is potential to work together. They will continue to nurture this lead and build a stronger relationship.


Once the sales rep has connected with the lead, they follow up regularly to keep the conversation going. They will make a compelling pitch, explaining why our product or service is the best choice for the lead and how it can benefit them in the long run.

Proposal Send

If the lead is impressed with what they've heard and wants to move forward, the sales rep sends them a final quote or proposal. When this happens, the sales rep changes the lead's status from "contacted" to "proposal sent."

Closing the Sale

If the lead agrees to the proposal and decides to make a purchase, the sales rep celebrates because the lead has now become a paying customer. The sales rep then marks the lead's status as "closed."

Follow-Up and Support

Even after the sale, the sales rep doesn't just disappear. They keep in touch with the customer to ensure they are happy with their purchase and offer any support or assistance they may need.

Activity History

Every action the sales rep takes with the lead gets recorded in the Activity History section. This means we can see a timeline of all the important interactions and changes made during the lead's journey. It helps us keep track of what's been happening with the lead and the progress we've made.

Internal Notes

Refrens provides a special section called Internal Notes where sales reps can jot down any important information about the lead. For example, they might record details about what they discussed during the conversation or any future opportunities for upselling. These notes help the sales rep stay organized and remember important details about each lead.

Why does Sales Pipeline Management Software Matter?

Sales Pipeline Management Software is essential because it helps us stay organized and efficient in the sales process. Imagine a pipeline like a series of connected stages that a potential customer goes through, starting from being a lead and ending with becoming a paying customer.

Now, without proper management, things can get messy. Sales reps may struggle with paperwork, have a hard time keeping track of important details about leads and customers, and even miss out on potential deals. This can lead to lost opportunities and unhappy customers.

However, with Refrens as sales pipeline management software, everything becomes much smoother. It acts as a central hub where you can easily see and manage all your leads and customers. It reminds you of important tasks and follow-ups, ensuring that nothing falls through the cracks.

With sales pipeline CRM, your sales reps can focus more on building strong relationships with leads and customers, understanding their needs, and providing excellent service. It reduces the time spent on administrative tasks, freeing up more time for actual selling.

In the end, Refrens sales pipeline CRM helps you close deals faster and make your customers happy. When the sales team is happy and successful, your business thrives too! So, using Refrens as your sales pipeline management software is a win-win situation for everyone involved.