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Pipeline CRM

Verified

Sales CRM built by salespeople for visual pipeline management, automation, and deal tracking

  • Deployment Cloud Based
  • Starting price $29
  • Free trial Available
  • Best for Startups, SMEs, Agencies

What is Pipeline CRM?

Pipeline CRM, formerly known as PipelineDeals, is a cloud based customer relationship management platform built specifically for sales teams. It offers visual, drag and drop deal tracking across customizable sales pipelines, along with contact and company management, activity tracking, and sales automation workflows. The platform includes contract management with native eSign, bulk email campaigns with tracking, sales forecasting, and a mobile app for iOS and Android. It is used by small and mid sized businesses across industries such as construction, manufacturing, and professional services.

Pipeline CRM integrates with tools like QuickBooks, Mailchimp, Outlook, and Google Apps, and offers custom fields, lead forms, map views, and reporting dashboards. Pricing is tiered by user count and feature access, with a 14 day free trial that requires no credit card. Add on services include data enrichment and email validation. The company reports more than 18,000 users across over 60 countries.

Key Features of Pipeline CRM

Pipeline CRM lists 10 documented features, including Visual drag and drop sales pipeline management, Contact and company record management and Sales automation and workflow triggers. The list below covers what the product does rather than how it is marketed.

  • Visual drag and drop sales pipeline management
  • Contact and company record management
  • Sales automation and workflow triggers
  • Contract management with native eSign
  • Bulk email campaigns with open and click tracking
  • Sales forecasting and reporting dashboards
  • Mobile app for iOS and Android with map views
  • Custom fields (up to 25 per deal)
  • Lead forms builder
  • Data enrichment and email validation add-ons

Pipeline CRM Pricing

Pipeline CRM lists 3 plans, from $29 to $59.

Start

$29

per user/month

Monthly billing rate for smaller teams; $25 per user per month when billed annually.

Develop

$39

per user/month

Monthly billing rate for teams focused on customer relationships; $33 per user per month when billed annually.

Grow

$59

per user/month

Monthly billing rate with automation and advanced analytics; $49 per user per month when billed annually.

Pipeline CRM Specifications

Pipeline CRM is available on web app and has iOS and Android apps. It offers an API and has a free trial.

Tagline:
Sales CRM built by salespeople for visual pipeline management, automation, and deal tracking
Deployment:
  • Cloud Based
Billing cycle:
monthly
Desktop:
  • Web App
Mobile:
  • iOS
  • Android
Languages:
english
Built for:
  • Startups
  • SMEs
  • Agencies
Support channels:
  • Email
  • Live Support
  • Training
Integrations:
Integrates with QuickBooks, Mailchimp, Outlook, Google Apps/Workspace, and other apps via its API; app marketplace listed under Integrations on the official site.
Public API:
Yes
Free trial:
Yes
Runs in a browser:
Yes
Free plan:
No
Customisable:
Yes

Pipeline CRM Videos

Pipeline CRM Screenshots

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Pipeline CRM Comparisons

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Pipeline CRM FAQs

No, Pipeline CRM does not have a permanent free plan, but it offers a 14-day free trial with no credit card required, during which users get full access to the Grow plan with unlimited seats.

Pricing is per user per month, billed annually: Start is $25, Develop is $33, and Grow is $49. An Enterprise plan with custom pricing is also available for larger teams.

The plans differ mainly in the number of sales pipelines and deal limits: Start includes 1 pipeline and 250 active deals, Develop includes 2 pipelines and 2,500 active deals, and Grow includes 5 pipelines with unlimited active deals plus advanced automation and analytics.

Yes, Pipeline CRM integrates with tools such as QuickBooks, Mailchimp, Outlook, and Google Apps, and provides an API for custom integrations.

Yes, Pipeline CRM has mobile apps for both iOS and Android that include features like map views and route planning.

Pipeline CRM offers optional add-ons including data enrichment (starting at $19/month for 250 credits) and email validation (starting at $25/month for 5,000 validation requests).