Pipeline CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

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.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

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

Pedro L.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2024

Very intuitive and easy to use

Ratings Breakdown

Ease of use

Functionality

Pros:

It's indeed a simple platform, very suitable even for non-tech people

Cons:

It could have more possibilities to integrate with other solutions

Vendor Response

Hi Pedro! Thank you so much for taking the time to review our product and submit some feedback about integrations. This is feedback many wonderful customers have surfaced, and we continue to expand our integrations library and capabilities. Thank you for being a Pipeline CRM customer!

Replied March 2024

Julie K.

Verified reviewer

Publishing

2-10 employees

Used daily for more than 2 years

Review source

Reviewed November 2022

Nice software but we grew out of it...

It's a generic CRM software that you can tailor to your own needs. In the end we needed a software that was specific for publishing.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

User-friendly and very easy to use. You can add all sorts of custom fields for your own reporting and tracking needs.

Cons:

No invoicing, no estimates/proposals, the multiple email only works with Gmail accounts, no online payments. It helps you keep track of people, but doesn't really help you bring in the $$$ once a sale has been made.

Reasons for choosing Pipeline CRM

At the time it was one of the most user-friendly CRMs available and affordable. Now there are more software options that do more.

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

Michael F.

Verified reviewer

Environmental Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed April 2020

Its not Salesforce, but it also won't bankrupt your small business

Overall, this was the solution my company needed. We had used Salesforce long before I was on staff, and it was too costly to keep using. When I was onboarded there was no CRM being used, and that had to change. Pipeline Deals gave us all the functionality we needed at a much much lower cost and barrier to entry. Highly recommended.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This is a very powerful CRM solution. As I was looking for solutions I came across quite a few that were reviewed by many sites. Pipeline Deals consistently was in the top tier of CRMs for SMB companies. I watched a few online demos and reviews before reaching out to their team. I was quickly assigned a representative that walked my team through a live demo and set us up with a POC trial. After our trial ended we signed up and were off. Setting up Pipeline Deals was quite easy, as the software can conform to your needs. Almost all fields are fully customizable, however this did take some getting used to, to see how changes were reflected as a whole in pipeline view. Overall, great product for a lot less than what Salesforce, Salesloft of Hubspot might run you.

Cons:

As a smaller company some of the integrations that other CRMs have were either missing or lacking. However, Pipeline Deals is getting better about innovation. One of my favorite shortcuts they rolled out was a LinkedIn plugin, this allowed for you to connect with somebody on linkedIn and in one click import them into your CRM. However, many times it would populate the fields with incorrect info or just generic info like where their company was headquartered instead of where that employee was actually located. Additionally, at times the APIs for some of these newer services would change, and then the features would not work.

Reasons for choosing Pipeline CRM

It seemed to have a better user experience

Reasons for switching to Pipeline CRM

Cost was too high on Salesforce.

Joel C.

Verified reviewer

Internet

11-50 employees

Used unspecified for more than 2 years

Review source

Reviewed February 2019

Excellent CRM for sales teams

Previously 4

We love it. The API is very robust so anything that can’t be done in the app can be coded to integrate and work for our own custom reports and integrations. We were one of the earliest customers and have been using it for 8 or 9 years very actively.

Ratings Breakdown

Ease of use

Value for money

Customer support

Previously 5

Functionality

Pros:

Very flexible custom list reports Unlimited field customization for records Easily manage a small team of reps Very easy to get started using especially if you have not had a strong CRM in your company before

Cons:

The morning coffee report lacks data that would be useful for actionable items. Wish it could be personalized and customized to show the data I want each morning. Can’t easily see a company’s “last activity” in a report if said activity was not directly on the record (example on a person or deal attached to the company... in company list views it would show incorrect “last activity”) Permission controls would be great to be more flexible (its all or nothing per user)

Larry S.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed April 2020

Sales in our office is all about Volume

The program is really not completely intuitive. This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It could not be easier to load prospects. We signed up for a library card online. We select the type of businesses we want to pursue. We download spreadsheets of demographic information related to them. We upload those spreadsheets and start calling.

Cons:

I am certain that there are programs that provide more management tools. We simply are not that sophisticated with our sales efforts. If it is simply volume you seek, this is the right product. If you are looking for less effort and more management, pick again.

Reasons for choosing Pipeline CRM

Cost, the price is so low that it should be given a try. We have found it to meet our needs. It tracks our sales staff's efforts daily, allows them to keep their notes in the system and inform administration when they need more prospects loaded.

Vendor Response

Hi Larry, thank you for writing a review. We value your feedback.

Replied April 2020

Brandon N.

Verified reviewer

Financial Services

Self-Employed

Used daily for less than 12 months

Review source

Reviewed September 2021

Works well for the price

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The cost of the software is great and works well for such a low cost.

Cons:

Does not interact with other software I use like other CRMs.

Reasons for switching to Pipeline CRM

Needed a CRM that interacts with my financial planning software.

Terry B.

Verified reviewer

Telecommunications

11-50 employees

Used daily for less than 6 months

Review source

Reviewed February 2019

Experiences With PipelineDeals

My job as the Marketing Adviser is to schedule appointments for my team. I have only used PipelineDeals the past 4 months. It is an absolutely terrific way to keep on top of deals falling through the cracks, calendar schedules, my tasks and agendas. They even have a phone application. I know once we get all our calendars synchronized my job will be much better. PipelineDeals is a great asset to have to carry on my work, as I work remotely in Minnesota for my team in Southern California.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the communication part of the services because you are able to share deals and the tracking capabilities are awesome For instance If I add a Person it will let me automatically create a Company and then from there I can create a Deal and track the progression. The reminders of task, agendas and scheduled meeting calendar reminders allow me to have a flow of business throughout the day. I have so much more to learn - PipelineDeals has training at least two or more times a week and they also supply all different training modules. I have a terrific contact that is a live person for a Success Coach who is more than willing to assist our team.

Cons:

One area would be better is that now I know to create the Person 1st and the Company will be created right then, however not all the company information shows and so I need to create and retype all the information again, like the address, phone number, email etc. Then two addresses show up. It would be nice when you create the person you create the company, deal with all pertinent information at the same time - then when you add a new person to the deal all that information populates for them that is attached to the company and deal. Also the ability to isolate the deals lost so they do not show up in the whole list-but they are there so your percentages of win-losses are calculating.

Brian W.

Verified reviewer

Education Management

11-50 employees

Used daily for less than 2 years

Review source

Reviewed February 2019

It's a bit manual but does what it says on the tin.

Overall, PipelineDeals works well as a manual CRM system, however, it is very easy for the system to become a mess of conflicting information as third party integrations and automation for menial tasks are close to non-existent. This means that unless users are incredibly reliant on quality control of their data and input, which as human error comes into the process becomes difficult to manage effectively. A suggestion would be to have the system pick up and associate new client contacts with the business domains and suggest in the system where the person should go, rather than defaulting to creating a company that doesnt exist which then has to be manually edited to the correct company.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Journey mapping throughout the deal process was clear and easily traceable throughout the sales cycle. Clear indications of the health of leads as well as the ability to integrate events and notifications into your workflow were definitely a plus point.

Cons:

Integration with third-party applications and software is minimal, support is unfortunately only localised in the US so international clients will have significant delays in customer service. Automation is also severely limited, forcing users to be very manually focused in their day to day tasks where other service providers have the ability to automate menial tasks through the platform to increase the time spent on productive work.

Ryan K.

Verified reviewer

Events Services

11-50 employees

Used daily for less than 2 years

Review source

Reviewed December 2020

Didn't work out for our company

It was very ok, we ended up moving to another software service.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Pipeline deals is a decent CRM but it didn't meet our needs. The interface was hard to use and hard to learn. We migrated to Hub Spot CRM instead and are happy with our decision.

Cons:

The UI and interface were just not as user friendly as hub spot. We had limitations in functionality and we had to switch.

Showing 1 - 10 of 621 Reviews

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