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Pipeline

4.4
(616)

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The Right CRM Tool to Help You Sell Smarter

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(32)

Pipeline Pricing

Pricing overview

Value for money rating

4.4

/5

616

Price starts from

29

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Pricing details

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.

What users say

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.
Still the best bang for the buck. PROS: Easy to use, reliable, functional Android App that syncs well, customizable in many ways, fair price, and great for sales people.

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Reviewers who mentioned pricing said:

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Renee C.

Computer Software, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Excellent Value!

Reviewed 4 years ago

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.

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

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

Reviewed 5 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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Jeff P.

Transportation/Trucking/Railroad, 51-200 employees

Used daily for 2+ years

Review source

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

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Value Packed

Reviewed 4 years ago

I have used PipelineDeals as a Sales Manager with numerous sales people and various collaborators and as an independent sales person and in both cases it has provided the the results myself and my team were after. It is the best value out there.

Pros

Unlike larger, canned CRM’s, PipelineDeals gives you basic yet pertinent, actionable data interaction without layers of irrelevant options to navigate.

Cons

I really don’t have anything other than sometimes it can feel a bit slow but it has never held me up and the mobile app could be made easier to use but it does get the job done.

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Bethany S.

Used daily for 1-2 years

Review source

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

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Top crm software we've used in credit card processing sales

Reviewed 5 years ago

This reduces data entry and streamlined our process. Love it

Pros

We love the ability to assign territory, accounts and leads to a specific group or individual this eliminates people contacting the same merchant. We are able to know when an account needs follow up, we can properly document the process and paperwork throughout. Nothing falls thru the cracks with this. I love being able to upload excel files quickly. This also allows us to drop market emails to merchants as well.

Cons

This is definitely more expensive than similar crm systems but you get what you pay for. If your a small organization might not be for you.

JB
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Josh B.

Used daily for 2+ years

Review source

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

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Love this software, VERY handy and useful

Reviewed 5 years ago

Great for getting up and running with leads and sales and a database of info. Super fast to respond to training question, etc. Really like these guys.

Pros

This software is very user friendly. You can easily fumble your way through it, and even those who didn't grow up with computers ("pre-millennials"). The functionality is VERY customizable. It is fantastic that the software is cloud based and can be used everywhere, and the customer support is truly an awesome team. I have worked with Pipeline Deals for over 3 years, and I managed an entire team on it. It really is a fantastic sales software and a fantastic company to work with.

Cons

The negative is (which is not super negative these days) is the pricing model of a monthly charge per user. This makes is a little challenging for newer companies to afford it. However, I think they have various pricing models today and some that are more affordable. There is nothing free about this software in the world of free "intro" accounts.

JA
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Jeff A.

Construction, 1-10 employees

Used daily for less than 6 months

Review source

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

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Jeff Abel's Review of PLD (Company - Heating Green)

Reviewed 4 years ago

Overall, I've had an excellent experience. Their customer service is very prompt and helpful if you ever have an issue. There are numerous plug-ins available from 3rd party vendors if you want additional functionality (eg click to dial).

Pros

PLD is intuitive to use and it can be customized to best fit what you need. Console management is great to use, it's easy to set tasks and follow up with leads. PLD syncs with our email (Google Platform) and so it's simple to track emails through the CRM and see the activity history. Logging calls and other manual data entry is straightforward. As with most CRMs there's multiple ways to accomplish and manage what you need, I personally find the "Deals" console (customized to the fields that I want to see) is the most useful, and tasks associated with deals are sorted in chronological order. Deals without tasks show at the top of your console (eg hot deals ready to close). Ability to color code with the status also helps with prioritization.

Cons

Reporting capabilities are not as robust as I'd like. For example, you can currently only set parameters on a report based on a positive value and not a negative value i.e. "if ___ = "XX" ~versus~ if ___ does not = "XX" " There are also a few minute glitches in the system, and a few areas which efficiency can be improved (eg when creating a deal, have the primary contact on the company auto-fill into the contact field on the deal).

AP
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Alicia P.

Environmental Services, 1-10 employees

Used weekly for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Perfect for small business

Reviewed 4 years ago

P.D. has allowed us to organize our client contacts, track our sales pipeline, and overall better manage our direct sales program.

Pros

We've used Pipeline Deals to create the very first CRM for our small business. It's helped our sales pipeline become much more organized and enable better tracking of projects from lead to close. It's extremely easy to use, especially toggling between contacts and deals, and creating a new person/company/deal all at once. I export the data to create sales reports, and have been happy with the smoothness of that process. We've also recently started using MailChimp for email campaigns, and the two programs communicate well.

Cons

The price per user license isn't cheap, so we haven't set up everyone in the organization - only the 2 key personnel. With the email integration, a good number of emails get attached to the wrong deal. The algorithm reads the names of other people in the company and attaches them to other deals, so I intermittently have to clean up the data, which is somewhat time consuming. Haven't figured out a way to avoid this. Also, I'd like to be able to save different list views more easily than the software allows. Overall, very few complaints!

RS
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Richard S.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

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

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PipelineDeals Review

Reviewed 4 years ago

I'd say our company has had a good overall experience with PipelineDeals. The pricing is reasonable and we are able to track our business efficiently with few hiccups.

Pros

It is a useful system to keep you organized with reasonable functionality. Deals feature really helps you to keep track of your business and pipeline and where it came from. Setting reminders in the calendar is extremely useful.

Cons

Some issues with functionality once there are too many sources or dropdown options. Issues from that force you to contact customer service, which can be spotty at times due to the process of their customer service with tickets.

AR
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Verified reviewer

Printing, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great price, desktop version is excellent, app needs some work

Reviewed 4 years ago

It's been very positive. I started using Pipeline Deals individually, then my company went to it as a whole when seeing the benefits.

Pros

It's clearly made by those who know what is needed in a sales process, especially larger deals with multiple contacts. The reports are excellent as is the amount you can customize the information you need to see.

Cons

I don't like the mobile app at all, in fact, it's virtually worthless. Granted, I may need to check the latest updates and see what improvements have been made. I have a lot of time at my PC and the main thing coming to my phone are appointment reminders.

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Michael F.

Environmental Services, 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

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

Reviewed 3 years ago

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.

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.

CM
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Cash M.

Machinery, 51-200 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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More Bang for the Buck!

Reviewed 6 years ago

Having used SalesForce.com in prior sales/marketing roles, it is hard to deny SF's dominance and superiority in the CRM space. However, it is equally hard to deny that SF is the highest priced solution available, especially when you factor in the investment of time and consultation fees required to tailor SF for your specific needs and preferences. Given this we began a diligent search through...

Pros

Ease of use and capabilities. Customer service. iPhone App. Email Tracking. Email interface.

Cons

Calendar doesn't sync with my Outlook or iCal calendars. There is no 'Click to Dial' VOIP option. Historical view under a contact or deal is a little cumbersome and wonky. Does not have SF's capability in customizing the historical view, Person view, company view.

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Andrew W.

Investment Management, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Best fit for our Small Business

Reviewed 4 years ago

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

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.

MV
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Matthew V.

Construction, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Pipeline Deals is a Great CRM!

Reviewed 4 years ago

Pipeline deals has been very accessible, it's very affordable compared to other products, and now that they have their new app, there's not much to complain about. Customer service has been great, and it doesn't have many glitches.

Pros

Here's what I like about pipeline deals: First, it has a very intuitive user experience - it makes sense. Second, It is very customizable so that you can tailor it to exactly what information you're looking for. Third, it integrates with Mailchimp which we also use. Fourth, you can easily search companies, people, and deals as separate items.

Cons

I wish that it would have a little bit more integration with other programs. It has some integrations, but for instance, it does not integrate with our project management software so we can't automate certain functions that in a perfect world, we could.

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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

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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

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Laura L.

Government Administration, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Functional and Nible

Reviewed 4 years ago

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.

PD
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Paul D.

Marketing and Advertising, 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

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Good CRM for the price

Reviewed 4 years ago

I like Pipeline Deals. I think they are a great basic sales CRM. Easy to navigate and search.

Pros

I really like how you are able to have all notes and conversations in chronological order from the deal/contact page. It helps you stay on top of what is going on with the individual or deal. The system is not overwhelming like a lot of other CRM systems i have used. I think it would best fit with small-medium size sales teams.

Cons

I really wish that there was some type of automatic customer engagement built in. Maybe some a text messaging feature. Also, I wish that we could be contracts in the system that can automatically go out using a signing service. From what I know, these features are offered.

TW
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Trish W.

Management Consulting, 1-10 employees

Used daily for 2+ years

Review source

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

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Affordable Option with a Few Drawbacks

Reviewed 4 years ago
Pros

PipelineDeals is a fairly full-featured CRM at a very reasonable price. While the interface can be a bit convoluted and reporting perhaps more complicated than necessary, the support team is very responsive and the development team seems to continually work on improvements and adding functionality.

Cons

PipelineDeals REALLY needs easier options for finding and merging or eliminating duplicates. This functionality is sadly lacking in what is otherwise a fairly friendly and cost effective CRM, and has been missing since we began using the product several years ago. Discussions with Support Staff have not been fruitful in this being added to the development list.

AR
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Verified reviewer

Construction, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Affordable, customizable, user friendly CRM.

Reviewed 4 years ago
Pros

My only experience with a CRM was at a fortune 50 company. It was an in house system that was so difficult to use that no one used it. The 7AM Monday sales meetings were spent trying to understand what each person had put into their CRM and why it was reporting correctly. Needless to say- having and using a CRM was never on my to do list. Having hired an outside sales consultant to build our sales...

Cons

It would be nice if there was a slightly less feature rich program at a reduced price. Again, compared to other CRMs, this one is a no brainer. I would say training, but there are a ton of videos and emails asking if I need help and that's all on me for not taking advantage.

SB
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Scott B.

Nonprofit Organization Management, 1-10 employees

Used daily for 1-2 years

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

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Solid budget friendly CRM

Reviewed 4 years ago

There are more robust CRMs out there, but for the price point and ease of use if you're looking for a straight forward CRM Pipeline Deals gets the job done.

Pros

PD has quirks like any CRM, but it's easy to customize, easy to clean up records en mass (via excel uploads...less so within the system), and overall is pretty well rounded for a browser based CRM. The customer support team is quick, and on a couple occasions have gone incredibly above an beyond for us.

Cons

The integration with MailChimp isn't great. Only other complaint is with the error message received when importing duplicate records. It's great that PD recognizes dups, but the error reports don't provide the record's unique ID number, which can cause some issues here and there.

DJ
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Debbie J.

Oil & Energy, 11-50 employees

Used daily for 2+ years

Review source

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

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Been using this for six years

Reviewed 4 years ago

In past organizations I have used Salesforce, SalesLogix, Goldmine, etc. Pipeline deals gave us what we needed without being overpriced. It's easy to use, customizable and we've been very happy with it. Some of the other CRMs were an overkill with all of their features, half of which we didn't need and they were costly.

Pros

Easy to use and customize, also the cost. We got in in the beginning and are grandfathered in to a cheaper rate, but even the current rates are still competitive.

Cons

No IP address restriction, this is a security concern. Database can not be locked down from access outside the organization.

AR
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Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for 2+ years

Review source

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

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Ease of Euse

Reviewed 4 years ago

The sales pipeline is visible for all members of the sales team. I can tag members of my team into activities so we are all on the one page.

Pros

user-friendly interface, all members of my team find it easy to navigate around. Functionality is good and support response is excellent. We do not need to consult with a partner we can deal directly with Pipeline which brings down the cost.

Cons

There isn't much I don't like about Pipeline deals. Integration with other applications could be better but it suits our needs.

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Dominick R.

Marketing and Advertising, 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

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Pipeline Deals Review

Reviewed 4 years ago

I have used Pipeline Deals as my CRM system at two different companies now and find it supports the sales efforts well. For the price it is hard to beat.

Pros

I feel the software is very intuitive and easy to use compared to other CRM systems that are much more complicated. As a salesperson I find it easy to log my contacts, make notes on my progress with that account and schedule follow-up actions.

Cons

I would like to see the reporting module be more robust and flexible.

JM
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Jay M.

Mechanical or Industrial Engineering, 11-50 employees

Used daily for 2+ years

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

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Great Sales Software

Reviewed 4 years ago
Pros

The cost and flexibility to add users is one of the best features of Pipeline Deals. We are able to sort our deals and use it as a robust CRM. We are a small company who can’t afford some of the larger more expensive software subscriptions and get all of the functionality we need with Pipeline Deals

Cons

There are no cons with Pipeline Deals. There is enough customization available that we can product any sales reports we require

MD
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Mike D.

Real Estate, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Super Easy to Use

Reviewed 4 years ago

Been a customer for over 5 years now. Its helped our business stay on top of deals and conversations. Customer service has always been on point when called. Would definitely recommend.

Pros

Just as the title says, Pipelinedeals is super easy to use. With a couple clicks you can enter a new client, deal or calendar entry. You can also easily create customized templates to help with everyday tasks

Cons

The tiers of access. Wish all the features were available for the same price.

NR
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Nathan R.

Management Consulting, 51-200 employees

Used daily for 2+ years

Review source

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

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Pipeline deals ease

Reviewed 5 years ago

It is super easy to use and we have been using it for around 6 years at this point. Definitely is not salesforce but you're not paying for salesforce and I don't think we would get that much extra value out of salesforce. They're support is good.

Pros

It is great for tracking of deals before closing and through the entire sales process to the close of it.

Cons

Is not a true crm for operational business purposes. We use another crm for current clients but that does not come close to what we can get out of pipeline upfront.