Pipeline CRM

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.
    Pipeline CRM Software - 7
    Pipeline CRM Software - 8
    Pipeline CRM Software - 9
    Pipeline CRM Software - 10
    Pipeline CRM Software - 11
    Pipeline CRM Software - 12
    View 14 more
    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

    Not sure about Pipeline CRM? Compare with a popular alternative

    Pipeline CRM

    4.3 (623)
    VS.
    Highly reviewed

    Starting Price

    $29.00
    month
    $20.00
    month

    Pricing Options

    Free version
    Free trial
    Free version
    Free trial

    Features

    87
    202

    Integrations

    47
    70

    Ease of Use

    4.3 (623)
    4.1 (6,690)

    Value for Money

    4.4 (623)
    4.3 (6,690)

    Customer Service

    4.4 (623)
    4.1 (6,690)
    Green rating bars show the winning product based on the average rating and number of reviews.

    Alternatives

    Zoho CRM

    4.3
    #1 Alternative to Pipeline CRM
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    Pipedrive

    4.5
    #2 Alternative to Pipeline CRM
    Pipedrive is a CRM & pipeline management tool for small and medium sized sales teams that helps users focus on actions...

    Salesforce Service Cloud

    4.4
    #3 Alternative to Pipeline CRM
    Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your...

    Salesforce Sales Cloud

    4.4
    #4 Alternative to Pipeline CRM
    Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

    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.

    Laura
    Laura
    Overall rating
    • Industry: Government Administration
    • Company size: 51–200 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

    Functional and Nible

    Reviewed on 07/02/2019

    We're better able to keep track of our contacts throughout the City across multiple team members as...

    We're better able to keep track of our contacts throughout the City across multiple team members as well as track long term projects and assign various tasks to team members. We're also able to report out our progress which is helpful in making sure we're on target to meet our goals.

    Pros

    This software is easy to use and customizable. It doesn't cost as much as some of their competitors, but does a ton to track deals and projects. I also very much appreciate the ability of their programmers to incorporate a suggestion fairly quickly and they are always looking for ways to improve the software.

    Cons

    It can be a real pain to input all the information from business cards we receive. It would be super helpful to have an integration that allowed your phone to take a photo and scan in the information to upload to Pipeline Deals.

    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

    Jonathan
    Jonathan
    Overall rating
    • Industry: Financial Services Software
    • Company size: 11–50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    A great, simple CRM

    Reviewed on 08/02/2019

    Having used some of Pipeline Deals competitors, including one of the biggest names in the CRM...

    Having used some of Pipeline Deals competitors, including one of the biggest names in the CRM field, I find Pipeline deals to be a perfectly suitable CRM option with great user support.

    Pros

    Pipeline Deals has a clean interface. It's easy to use, and from the perspective of a manager, it's the sort of thing that somebody who isn't too technical (or organized) can still use efficiently. At the same time, for people who are excited about CRM functionality and drilling into client data (like me) there are some powerful tools to really target exactly the set of clients you want.
    I also like the fact that when you call user support, a real human being answers the phone who is able to resolve your issues for you on the spot.

    Cons

    The only real issue I have with Pipeline Deals is I'd like a way to set priority on tasks either by colour code, or being able to drag and drop their order top to bottom on the calendar and agenda.

    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.

    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 MarketingOS

    Pipeline CRM offers the following support options:

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

    Related categories

    See all software categories found for Pipeline CRM.