Pipeline CRM

4.3 (623)
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A Sales CRM Built by Salespeople for Salespeople

About Pipeline CRM

Most sales leaders believe their bottom line and growth is affected by having inaccurate and incomplete sales data. Choose a CRM that your sales team will actually use so you can make business decisions based on data you trust, not a gut feeling.

Pipeline CRM is the most adopted CRM with 83% user adoption, compared to 61% adoption by Salesforce or Dynamics 365 (validated by G2Crowd).

Pipeline is a powerful CRM to help you streamline operations, standardize processes, and ensure service levels are being met. Shift culture to absolute accountability and transparency. Create better process, habits, and behaviors. Increase revenue and profitability.


Key benefits of Pipeline CRM

  • Easy to adopt and use - You'll be amazed at how quickly your team picks it up! Pipeline is modeled after Excel, so it's easy to learn. Intuitively create, sort and filter lists of particular views of your customer data.

  • Get world-class Customer Support - Get award-winning US-based live technical support via chat, email and phone. Talk to a human in an average of 17 seconds, get email responses within 20 minutes during business hours with 15 hour resolution times. 95% Customer satisfaction rating!

  • Customizations Galore - Set multiple sales pipelines for different revenue streams in your business. Create custom deal stages to match your sales process and how your sales reps actually sell. Get the flexibility to capture and report on any type of data that is useful to your business with unlimited custom fields for contacts, deals, and companies with different visibility options for compliance.

  • Make Better Decisions with Robust Reporting - Build infinite types of charts and graphs in minutes, not weeks. Save hours and days pulling data from multiple sources and trying to make sense of it all. Make better and faster decisions, proactively address business problems instead of react to fires.No data scientists or engineering skills needed!

  • Cut Your Operating Expenses - Save big on total cost of ownership of your CRM. Save over 50% on per user monthly license compare to Salesforce with our cost-effective solution. As business needs evolves, ongoing customizations will continue at some level post initial CRM implementation. Making ongoing changes is super intuitive, fast, and does not require specialized skills or a 3rd party vendor.

  • Images

    Pipeline CRM Software - Get organized to accomplish more in less time.
    Pipeline CRM Software - Stay on top of all your team's activities.
    Pipeline CRM Software - Keep selling on the go with iOS and Android.
    Pipeline CRM Software - Slice and dice your data with just a few clicks.
    Pipeline CRM Software - Quickly customize reports with the information you need.
    Pipeline CRM Software - Receive daily pipeline updates in your inbox.
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    Pipeline CRM video
    Pipeline CRM video
    Pipeline CRM Software - Get organized to accomplish more in less time.
    Pipeline CRM Software - Stay on top of all your team's activities.
    Pipeline CRM Software - Keep selling on the go with iOS and Android.
    Pipeline CRM Software - Slice and dice your data with just a few clicks.
    Pipeline CRM Software - Quickly customize reports with the information you need.
    Pipeline CRM Software - Receive daily pipeline updates in your inbox.
    Pipeline CRM Software - 7
    Pipeline CRM Software - 8
    Pipeline CRM Software - 9
    Pipeline CRM Software - 10
    Pipeline CRM Software - 11
    Pipeline CRM Software - 12

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    Reviews

    Overall rating

    4.3 /5
    (623)
    Value for Money
    4.4/5
    Features
    4.0/5
    Ease of Use
    4.3/5
    Customer Support Software
    4.4/5

    Already have Pipeline CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 623
    Stephanie
    Stephanie
    Overall rating
    • Industry: Nonprofit Organization Management
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 9.0 /10

    Easy to use with customizable reports

    Reviewed on 12/02/2019

    Overall, our organization has had a very positive experience with PipelineDeals. Years later and...

    Overall, our organization has had a very positive experience with PipelineDeals. Years later and we're still learning how to customize and utilize the options.

    Pros

    Mostly, I like that I can create reports based off of several different types of data, from custom field data to monetary figures.

    Cons

    Least of all I do not like that one can't remove past users. We can create an archive team and place them there, but their data and names show up in places where deals cross over still. I'd like to see an option where we can either completely migrate their data or delete totally.

    Renee
    Renee
    Overall rating
    • Industry: Computer Software
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 6.0 /10

    Excellent Value!

    Reviewed on 10/02/2019

    Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is...

    Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is easy to teach to new employees and easy to use on a day-to-day basis.

    Pros

    PipelineDeals is very easy to use. I like how the deal, company and people as well as all communication to with the people is rolled into one easy to read page. Adding new fields is also very easy to do - as well as adding new lines to the fields.

    Cons

    What I like about PipelineDeals is that it isn't as complex as other CRM systems. With that said - there are some workarounds - like adding communications with people via bcc on email - that are very cumbersome and not intuitive.

    Howard
    Overall rating
    • Industry: Financial Services Software
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    Have used the product for 7 years and I think it's the best CRM out there by far

    Reviewed on 16/11/2017

    AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they...

    AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they click on an embedded hyperlink be at a YouTube video a PDF whichever you know in real time. There's built-in redundancy and overlap here which is actually quite useful. As splash screen is generated in real time when that activity takes place. In addition there's a icon with a chronological indication of who clicked on what and thirdly you can go into the deal profile and see everything that they put down whenever you choose. The integration with Google for work is tight and very well done. There's an icon that goes into Chrome that allows you to click on it and when someone has connected with you on LinkedIn it auto-populates your pipelinedeals with their contact information saving you a lot of copy and paste activity from LinkedIn. When are various team members have to look at or touch her file we know who has done what when in a way that's very intuitive. The software learning curve is trivial for new people coming on board. The tech support is American based and primarily young ladies with nice voices. If you have a problem they actually give no attention at solving your problem. I can go on and on but the best sale is using the product for free for 2 weeks on a trial version. I have used the software for 7 years and it's my favorite software it's made me a lot of money.

    Pros

    Amazing email and Link tracking on outbound emails. Best support in the industry. They understand the sales process adult the software package around that.

    Cons

    The Android cell version is not as robust as I would like but frankly I never use it anyways since the cell phone has two little real estate to be a value

    Ian
    Ian
    Overall rating
    • Industry: Retail
    • Company size: 51–200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 8.0 /10

    Inside Sales Help

    Reviewed on 08/02/2019

    Again I do not have a lot of experience with Pipeline, but what I do have I really enjoy. It makes...

    Again I do not have a lot of experience with Pipeline, but what I do have I really enjoy. It makes it very convenient to follow up with leads which is important to me.

    Pros

    Personally I like how easy it is to access all of my deals with just a couple of clicks. Also as an inside sales representative, in my particular profession, I do not see a lot of leads that I need to follow up on so the ones that I do need to follow up on are that much more important. Pipeline Deals helps organize and reminds me daily about which leads I need to follow up on. It also allows me to make custom notes and set various times and dates in which I am reminded to follow up.

    Cons

    I haven't used Pipeline deals for a long time, but one thing that I would like to be able to do is upload my quotes onto pipeline deals. It would be nice to have that information attached to the customer's profile for quick access.

    Camerin
    Camerin
    Overall rating
    • Industry: Automotive
    • Company size: 1,001–5,000 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support Software
    • Likelihood to recommend 10.0 /10

    PipelineDeals has increased our revenue by over 300%!

    Reviewed on 13/02/2019

    Using the software is as easy as it gets. Working with the support team is always a pleasure!!

    Using the software is as easy as it gets. Working with the support team is always a pleasure!!

    Pros

    PieplineDeals is incredibly easy to customize and use. We have over 100 PipelineDeals users across our franchise group. EVERY user has made it clear that they would not be able to track sales progress as easily as PipelinDeals has made it.

    Cons

    There are no real cons to PipelineDeals! I only say this because when there is a feature that is not already built into the program, you can put in a feature request and the development team will add the feature.

    Showing 5 reviews of 623 Read all reviews

    Pipeline CRM FAQs

    Below are some frequently asked questions for Pipeline CRM.

    Pipeline CRM offers the following pricing plans:

    • Starting from: $29.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    14-day free trial, no credit card required. Start: $25 per user, per month (billed annually) Develop: $33 per user, per month (billed annually) Grow: $49 per user, per month (billed annually) Custom plans are also available for larger teams.

    Pipeline CRM has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    Pipeline CRM supports the following languages:

    English

    Pipeline CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Pipeline CRM integrates with the following applications:

    123FormBuilder, ActiveDEMAND, Aircall, Asana, Bedrock Data, Bitium, CallRail, Callmaker, Clearbit, Dialpad, Elementor, Finder.io, Formstack Forms, FullContact, Geckoboard, Gmail, Google Calendar, Google Docs, Google Drive, Google Workspace, Gravity Forms, Help Scout, INinbox, Import2, JustCall, Kixie PowerCall, LinkedIn for Business, Mailchimp, Mailchimp Transactional Email, Microsoft Excel, Microsoft Outlook, Operations Hub, Outlook Export, Pabbly Connect, Paycove, QuickBooks, QuickBooks Online, RightSignature, RingCentral Engage Voice, Trello, UpLead, Userlike, Vonage Business Communications, WebMerge, Yesware, Zapier, ZoomInfo Marketing

    Pipeline CRM offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base Software, 24/7 (Live rep), Chat

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