Pipeline CRM 2026: Benefits, Features & Pricing

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Overview
Screenshots
Pricing and Plans
Features
Integrations
User Reviews
Popular Comparisons

Overview

Pipeline CRM

4.3

(621)

Pricing

Starting at $29.00 per month

About Pipeline CRM

Pipeline CRM: The #1 Sales-Focused CRM for Predictable Revenue

Pipeline CRM is designed by salespeople, for sales teams—helping businesses streamline workflows, automate processes, and close deals faster.

Boost Sales with AI-Powered Efficiency
AI Email Assistant (Powered by ChatGPT) – Write, respond, and follow up with leads effortlessly.

Smart Agenda – Auto-generates daily priorities, so you never miss a follow-up.
Built-in Marketing Automation – Engage leads and customers with seamless email campaigns.

Highly Customizable CRM – Tailor fields, workflows, and reports to match your sales process.

Why Sales Teams Love Pipeline CRM
Most Adopted CRM for Midsize Businesses (G2Crowd)

– Easy to use, fast to implement.
Award-Winning Customer Support
– 1-hour response time, 15-hour average resolution.
– 9,000+ Users in 60 Countries
– Trusted by growing businesses worldwide.

Access Anywhere, Anytime
Pipeline CRM’s cloud-based platform works on desktop, laptop, and mobile—keeping your team connected and productive from anywhere.

Start Closing More Deals Today – Try Pipeline CRM!

Pipeline CRM Screenshots

Pipeline CRM Pricing and Plans

Starting price: $29.00 per month

Free Trial

Free Version

Start

$29.00

per user, per month

Plan includes:

Automations
& Companies
Contacts
Custom Deal Stages
Deals
Excel or Another CRM
Import/Export Data With
Leading Mobile App
Reports/Dashboards
Unlimited Custom

Develop

$39.00

per user, per month

Plan includes:

Customer Management
Customize Revenue Types
Deadlines
Includes All Features From the Start Plan + Multiple Sales Pipeline
Manage Milestones
Supershare to Collaborate Easier and Close Deals Faster
Track Account Health
& Tracking Status

Grow

$59.00

per user, per month

Plan includes:

Email Campaigns
Hindsight Analysis
Includes All Features From the Start and Develop Plan + Targeted
Multi-Currency Reports. Performance Pulse
Personalized
Sales Intelligence
Task Automation

Confused about pricing? We've got you covered.

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Pipeline CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Pipeline CRM
Access Controls/Permissions
Activity Dashboard
Activity/News Feed
Activity Tracking
Alerts/Notifications
API
Appointment Scheduling
Assignment Management
Calendar/Reminder System
Calendar Sync
Call Logging
Campaign Management
Collaboration Tools
Commenting/Notes
Contact Database
Contact Management
Content Management
Contract/License Management
CRM
Customer Database
Customer Segmentation
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Deal Management
Document Management
Document Storage
Drag & Drop
Email Marketing
Email Sequences
Email Templates
Email Tracking
Engagement Tracking
Event Triggered Actions
Field Sales Management
File Sharing
Forecasting
For Sales Teams/Organizations
Goal Management
Goal Setting/Tracking
Interaction Tracking
Internal Chat Integration
Kanban Board
Lead Assignment
Lead Capture
Lead Distribution
Leaderboards
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Live Chat
Marketing Automation
Mobile Access
Mobile App
Opportunity Management
Performance Management
Performance Metrics
Pipeline Management
Pipeline Reports
Process/Workflow Automation
Prospecting Tools
Real-Time Data
Real-Time Reporting
Referral Tracking
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Activity Management
Sales Forecasting
Sales Onboarding & Training
Sales Reports
Sales Trend Analysis
Search/Filter
Shared Contacts
Source Tracking
Template Management
Third-Party Integrations

Pipeline CRM Integrations

Google Docs

Microsoft Excel

RightSignature

Lime Connect

Yesware

Google Drive

See all 38 integrations

Pipeline CRM User Reviews

Overall Rating

4.3

Ratings Breakdown

49%

40%

Secondary Ratings

Ease of Use

4.3

Value for money

4.4

Customer support

4.4

Functionality

4.0

LINDA H.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2019

Huge database keeps us organized

Previously 4

Every client is in the database. We can tell if they have signed an NDA, where they are, all their contact info, who the client belongs to and more. You can also add Deals and add people to the deal

Ratings Breakdown

Ease of use

Customer support

Previously 4

Functionality

Pros:

All contacts are in one place. If a client calls, we can all tell if that client 'belongs' to another Agent.

Cons:

It is a big database so sometimes it is slow to load. Also there are so many features that I am still learning hew to utilize them all

Phil S.

Verified reviewer

Market Research

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2019

A powerful tool for planning sales activities

Overall I find it a very good tool - my challenge really is just to utilise the full range of features. i.e. I'm sure there are even more great ways I can use it still to be discovered!

Ratings Breakdown

Ease of use

Functionality

Pros:

Is fairly easy and quick to master the basics, with plenty of extra power available to dig into as you get experienced with the platform. Has allowed me to keep much better track of contacts and my communication / activity with clients and prospects. The ease of setting up different filtered 'lists' (e.g. opportunities, pending proposals, commissioned projects etc.) and easily adjusting filters 'on the fly' is one of my favourite features.

Cons:

When we first imported our data from a different CRM system we did experience some difficulties - with some accounts people associated with different (wrong) staff members. So, I think this is something to talk to the Pipeline Deals support team about proactively UP FRONT - i.e. to maximize your chance of the switchover going smoothly

Monte E.

Construction

51-200 employees

Used daily for more than 2 years

Review source

Reviewed February 2019

CRM Review

Previously 3

Overall it's been pretty good. They are responsive when you call and are willing to help you through any issues. They don't always have the answer to the problem....but they do all they can to figure it out when possible. There are probably more thorough CRM's out there......but bang for the buck, I have to think pipeline deals is one of the best "values" out there. Most of the CRM's we looked at had a lot of cool features that nobody would ever use. We didn't want to pay for things our reps weren't going to use.

Ratings Breakdown

Ease of use

Previously 3

Value for money

Previously 3

Customer support

Previously 2

Functionality

Pros:

It's a great customer data base software. Very easy to use and user friendly. If you know Excel at all....it will be easy to pick up on this.

Cons:

Lacks for producing many sales graphs or tracking demos to specific customers. You have to somewhat trick the system for you to know who you demoed to and when.

Andrew W.

Verified reviewer

Investment Management

2-10 employees

Used daily for more than 2 years

Review source

Reviewed February 2019

Best fit for our Small Business

Overall, I like PipelineDeals. It's a good combination of utility, value, and good customer service.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

After trialing 5 different CRM providers, we found some to be complicated. Others required too much manual entry. For me, PipelineDeals met our requirements because it is straightforward to use. In our experience, PipelineDeals' customer service appeared superior with response time and support. Many CRM companies require you to use their knowledge base and do-it-yourself, but Pipeline Deals offers live chat, email and live support (no automated attendant, you call and a live rep answers!) For our small business, great support and quick answers to our questions encourage us to use Pipeline Deals consistently and use it better.

Cons:

Wish there were more integrations that made it easier to connect to other programs. I also think the mobile app could be better.

David O.

Verified reviewer

E-Learning

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed February 2019

Pipeline Deals Fan

I manage a global sales network. I use PLDs to manage their sales process across many time zones and geographic locations. This tool has helped greatly to understand what is happening and where.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have been using PLDs since 2010. It took me about two days to set up a custom sales tool that meets our specific needs to manage the sales pipeline, and I am not particularly technical. Sales Force told me that I would need a consultant and about 2 weeks to get this done. Over the past 8 years PLDs has implemented many refinements and improvements and new features. Underlying all of this is the excellent support provided in the form of the knowledge base, video tutorials that are byte sized, and support agents who are knowledgable and personable. I can buy software from anywhere. My choices are based on what happens when I have a problem. Pipeline Deals excels at providing great support!

Cons:

This is not really a PLDs-created issue, however I use LinkedIn to generate leads by importing a contacts picture, email address, phone number etc. Around 2014, LinkedIn has changed their code and PLDs was unable to support this feature. I really miss that feature.

Irene C.

Verified reviewer

Food & Beverages

11-50 employees

Used daily for less than 12 months

Review source

Reviewed February 2019

Modest tool that offers great support

We could personalise Pipelinedeals enough to suit our needs as a company, specially in terms of sales information management, we did not acquire the CRM tool yet . We are able to manage our deals and leads in a centralised way. I strongly recommend this tool, it is modest but effective. I strongly believe the team behind it is passionate about their jobs. They are releasing new functionalities every while and customer service is excellent. I think it is the perfect fit for small/medium companies.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

-Great support service, friendly, fast & effective -Easy to learn, it has a lot of potential to personalise it depending on the company needs -Great value for the price, specially if we compare it with other software, much more expensive and in which the learning time it is a bit longer

Cons:

-Constraint in terms of reporting, they have developed an API for excel to export personalised reports, however I believe more functionalities around reporting should be developed -Tutorials and webinars are mainly focus for beginners, it would be nice if you develop some more customer support for those who have been using the tool for a while, I believe the tool is a bit lack of this kind of material

Laura L.

Verified reviewer

Government Administration

51-200 employees

Used daily for more than 2 years

Review source

Reviewed February 2019

Functional and Nible

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Jonathan C.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed February 2019

A great, simple 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.

Ratings Breakdown

Ease of use

Customer support

Functionality

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.

Mustafa S.

Verified reviewer

Information Technology and Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed February 2019

Easy to use CRM

We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level. Its very easily adaptive and the interface itself is very clean. Offers great reporting features as well. We are also using Pipeline Deals as our daily task management system and it let us very easily manage our followups and daily to'dos

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level.

Cons:

Nothing as such. As for now, we are very much satisfied with PLD and it covers most of all our requirements.

Renee C.

Verified reviewer

Computer Software

11-50 employees

Used daily for more than 2 years

Review source

Reviewed February 2019

Excellent Value!

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 1 - 10 of 621 Reviews

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