How to set up your CRM, manage contacts, and track deals through your pipeline
Sign up at stackbloom.io, purchase a PipelineBloom license, and log in to your dashboard. Setup takes under 5 minutes.
Upload a CSV of your existing contacts or add them manually. PipelineBloom maps fields automatically and flags any issues before importing.
Define your sales stages to match your process — for example: Lead → Qualified → Proposal → Negotiation → Closed Won. Add as many stages as you need.
Link a deal to a contact or company, set a value and expected close date, and drag it into the right pipeline stage. Your sales funnel is now live.
Store prospects, leads, and clients in one place. Link contacts to companies, add custom fields, and see every interaction on a single timeline.
Manage every opportunity with a visual Kanban board. Drag deals between stages, track deal values, and see your total pipeline revenue at a glance.
Log calls, meetings, and notes on any contact or deal. Create follow-up tasks with due dates and reminders so nothing slips through the cracks.
Send tracked emails directly from PipelineBloom and get notified when prospects open your messages.
Extend contact and deal records with custom fields that match your sales process. Add text, number, date, dropdown, or checkbox fields to capture the data your team needs.
Understand your sales performance with reports on revenue, deal conversion, team activity, and pipeline health. Export any report to CSV or PDF.
Go to Contacts → Import and upload a CSV file. PipelineBloom will map your columns to the correct fields and let you review the import before confirming. Supported sources include spreadsheets, HubSpot exports, Pipedrive exports, and most standard CRM CSV formats.
Yes. Navigate to Settings → Pipelines to add, rename, reorder, or remove stages. You can also create multiple pipelines for different products or sales motions — for example, a New Business pipeline and a Renewals pipeline.
On the Pro and Enterprise plans, you can connect your email account and send tracked emails directly from contact or deal records. PipelineBloom embeds a lightweight tracking pixel so you are notified the instant a prospect opens your message or clicks a link.
Starter supports up to 3 team members. Pro supports up to 10. Enterprise is unlimited. Each team member gets their own login and you can set role-based permissions to control who can view, edit, or delete records.
Absolutely. Your data always belongs to you. Export contacts, deals, activities, and reports to CSV at any time from the Settings → Export page. There are no restrictions on data export, regardless of your plan.