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Pipeline CRM
4.4
(618)

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The Right CRM Tool to Help You Sell Smarter

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Pipeline CRM Pricing, Features, Reviews and Alternatives

Pipeline CRM product overview

Price starts from

29

/user

Per month

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

Key benefits of using Pipeline CRM

  • Create 100% custom deal stages to match your sales process and how your sales reps actually sell. Get visibility into your business's sales pipeline, see exactly where each prospect is in your sales process and use forecasting tools to understand which deals are stuck and which are scheduled to close and win by sales rep.

  • Add unlimited custom fields for contacts, deals, and companies to your CRM so your business has the flexibility to capture and report on any type of data that is useful to your business. Set fields as optional or required to improve compliance.

  • One version of truth - Centralize all pre and post sale customer activities from siloed data sources and systems, to single point of entry. Make business decisions based on data you trust, not on gut feelings.

  • Free up skilled talent resources & get actionable & timely insights - 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. No data scientists or engineering skills needed. Free up skilled data science talent resources for other business critical initiatives. Make better and faster decisions, proactively address business problems instead of react to fires.

  • 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 and save $99k+ a year on CRM admin. 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.

  • Go Mobile - Take advantage of our dedicated apps for iPhone and Android. Update your deals, record activities with your clients, and map to your prospect's workplace on-the-road.

  • All customer data is protected, SOC 2 certified - Unlike with spreadsheets, all customer data in your CRM is centralized in one place and is always up-to-date, so that you can protect and restrict access to your company's most valuable asset when employees leave.

  • World Class Live Technical Support - Free US based live technical support from our team of CRM experts over the phone, email, and online chat. We're an extension of your team! Calls are answered in
    10 seconds, live chats are answered in 20 seconds, emails responded to within 20 minutes during business hours. 96% Customer satisfaction rating!
  • Typical customers

    Freelancers
    Small businesses
    Mid size businesses
    Large enterprises

    Platforms supported

    Web
    Android
    iPhone/iPad

    Support options

    Phone Support
    Email/Help Desk
    Chat
    Knowledge Base

    Training options

    Webinars
    Videos
    In Person
    Documentation
    Live Online

    Pipeline CRM pricing information

    Value for money

    4.4

    /5

    618

    Starting from

    29

    /user

    Per month

    Pricing options

    Free plan
    Subscription
    Free trial
    Pricing range

    Value for money contenders

    Pipeline CRM features

    Functionality

    4.0

    /5

    618

    Total features

    63

    6 categories

    Most valued features by users

    Reporting/Analytics
    Reporting & Statistics
    Activity Dashboard
    Alerts/Notifications
    API
    Data Import/Export
    Mobile Access
    Customizable Branding

    Pipeline CRM users reviews

    Overall Rating

    4.4

    /5

    618

    Positive reviews

    Rating breakdown
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8.18/10
    Rating distribution

    5

    4

    3

    2

    1

    307

    246

    52

    8

    5

    Pros
    Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting.
    This software will save and not waste a big budget for doing the businesses and the most advantage is that the solid and realistic budget.
    PipelineDeals has great software and an excellent customer service/staff that I can count on, which is essential for my company.
    Cons
    The layout in the "Contact Info" box is awkward and unclear. Contact, Owner, Company (Funeral Home) information is interspersed in an illogical way.
    There is NO other option than Pipeline Deals for CRM as far as our company is concerned.
    As a smaller company some of the integrations that other CRMs have were either missing or lacking.
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    David T.

    Computer Software, 1-10 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

    Pipeline Deals Good Experience

    Reviewed 4 years ago

    We are scattered in 4 countries and we need a central contact system and reminers/calendars for the whole team - Pipeline Deals provides what we want and everyone uses Pipeline every day

    Pros

    Simple - not too many exotic features - does the basic job, and you can learn it quickly in the first morning. All the team can share contact - before everyone had their own spreadsheet. Also inexpensive.

    Cons

    Incoming email capture is not in the basic plan

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    Brian W.

    Education Management, 11-50 employees

    Used daily for 1-2 years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend7/10

    Share this review:

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

    Reviewed 4 years ago

    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.

    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.

    HF
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    Howard F.

    Financial Services, 1-10 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend10/10

    Share this review:

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

    Reviewed 6 years ago

    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...

    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

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    Phil S.

    Market Research, 11-50 employees

    Used daily for 2+ years

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    A powerful tool for planning sales activities

    Reviewed 4 years ago

    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!

    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

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    Irene C.

    Food & Beverages, 11-50 employees

    Used daily for 6-12 months

    Review source

    Overall Rating
    • Value for money
    • Ease of use
    • Features
    • Customer support
    • Likelihood to recommend8/10

    Share this review:

    Modest tool that offers great support

    Reviewed 4 years ago

    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.

    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

    Pipeline CRM FAQs

    Q. What type of pricing plans does Pipeline CRM offer?

    Pipeline CRM has the following pricing plans:
    Starting from: $29.00/month
    Pricing model: Subscription
    Free Trial: Available


    Q. Who are the typical users of Pipeline CRM?

    Pipeline CRM has the following typical customers:
    Large Enterprises, Mid Size Business, Small Business

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    Q. What languages does Pipeline CRM support?

    Pipeline CRM supports the following languages:
    English

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    Q. Does Pipeline CRM support mobile devices?

    Pipeline CRM supports the following devices:
    Android, iPad, iPhone

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    Q. Does Pipeline CRM offer an API?

    Yes, Pipeline CRM has an API available for use.

    See alternatives

    Q. What other apps does Pipeline CRM integrate with?

    Pipeline CRM integrates with the following applications:
    Microsoft Outlook, RightSignature, 123FormBuilder, Zapier, Bedrock Data, Google Docs, Gmail, Google Workspace, Google Drive, Userlike, Geckoboard, Help Scout, Bitium, Callmaker, LinkedIn for Business, Quickbooks Online, Google Calendar, Yesware, Mailchimp, Operations Hub, Microsoft Excel

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    Q. What level of support does Pipeline CRM offer?

    Pipeline CRM offers the following support options:
    Phone Support, Email/Help Desk, Chat, Knowledge Base

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