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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Pipeline CRM

    Score5.2 out of 10
    N/AFounded in 2006, Pipeline CRM (formerly PipelineDeals) is a CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. Pipeline is built around a customizable user experience, sales focused features, and customer support and service. The vendor, headquartered in Seattle, boasts 18,000 users in 60 countries who use Pipeline to gain visibility into their sales, accelerate opportunities, and close more deals.

    $29

    per month

    Pricing
    Pipeline CRM
    Editions & Modules
    Start
    $300
    per year per user
    Develop
    $396
    per year per user
    Develop
    $588
    per year per user
    Offerings
    Pricing Offerings
    Pipeline CRM
    Free Trial
    Yes
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    Pipeline CRM
    Considered Both Products
    Pipeline CRM PipelineDeals
    Chose Pipeline CRM
    We are currently using HubSpot for one of our other companies and it has been great. The marketing integrations that come with it blow PipelineDeals out of the water. On top of that, it also has a ticketing system in it where you can tie customer issues to a customer in the CRM.
    Incentivized
    Chose Pipeline CRM
    The cost is much better and it is much easier to use. Salesforce was way too robust and I never want to hire a consultant to set up a CRM. PipelineDeals CRM has the best visibility of our sales efforts.
    Incentivized
    Chose Pipeline CRM
    We originally used Highrise HQ and it was great for a while. Unfortunately, the simplicity and lack of reporting sent us looking for a new alternative solution. When we came across Pipelinedeals.com, it seemed to fit our needs perfectly. We signed up for a trial and began using …
    Incentivized
    Chose Pipeline CRM
    SFDC was just too expensive and "too much." Insightly was not comprehensive enough, and we found an awful lot of bugs (this was a year ago+). QuickBase is actually excellent, but it requires an advanced technical person to manage and use, such as a QB Developer, and we wanted a …
    Incentivized
    Chose Pipeline CRM
    PipelineDeals is cleaner looking than Salesforce or Cbiz and offers comparable customization. But PipelineDeals will also now be able to integrate with MailChimp, which is very good for our purposes, and while we can't get all the customization we'd like out of it, we've been …
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    Features
    Pipeline CRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Pipeline CRM
    Feature
    Pipeline CRM
    6.9
    5 Ratings
    11% below category average
    Customer data management / contact management8.05 Ratings
    Workflow management8.05 Ratings
    Territory management7.04 Ratings
    Opportunity management8.05 Ratings
    Integration with email client (e.g., Outlook or Gmail)4.05 Ratings
    Contract management5.05 Ratings
    Quote & order management6.03 Ratings
    Interaction tracking9.05 Ratings
    Channel / partner relationship management7.04 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Pipeline CRM
    Feature
    Pipeline CRM
    7.8
    3 Ratings
    3% above category average
    Case management7.03 Ratings
    Call center management8.21 Ratings
    Help desk management8.21 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Pipeline CRM
    Feature
    Pipeline CRM
    5.0
    4 Ratings
    41% below category average
    Lead management8.04 Ratings
    Email marketing2.02 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Pipeline CRM
    Feature
    Pipeline CRM
    4.5
    5 Ratings
    51% below category average
    Task management3.04 Ratings
    Billing and invoicing management5.53 Ratings
    Reporting5.03 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Pipeline CRM
    Feature
    Pipeline CRM
    6.7
    5 Ratings
    12% below category average
    Forecasting8.03 Ratings
    Pipeline visualization5.05 Ratings
    Customizable reports7.05 Ratings
    Customization
    Comparison of Customization features of Pipeline CRM
    Feature
    Pipeline CRM
    9.5
    5 Ratings
    24% above category average
    Custom fields10.05 Ratings
    Custom objects10.05 Ratings
    Scripting environment8.21 Ratings
    API for custom integration10.05 Ratings
    Security
    Comparison of Security features of Pipeline CRM
    Feature
    Pipeline CRM
    6.0
    3 Ratings
    32% below category average
    Single sign-on capability6.02 Ratings
    Role-based user permissions6.02 Ratings
    Social CRM
    Comparison of Social CRM features of Pipeline CRM
    Feature
    Pipeline CRM
    8.1
    2 Ratings
    10% above category average
    Social data8.12 Ratings
    Social engagement8.21 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Pipeline CRM
    Feature
    Pipeline CRM
    4.6
    3 Ratings
    46% below category average
    Marketing automation2.03 Ratings
    Compensation management7.31 Ratings
    Platform
    Comparison of Platform features of Pipeline CRM
    Feature
    Pipeline CRM
    8.0
    5 Ratings
    9% above category average
    Mobile access8.05 Ratings
    Best Alternatives
    Pipeline CRM
    Small Businesses
    Salesflare
    Score6 out of 10
    Medium-sized Companies
    Zendesk Sell
    Score8.8 out of 10
    Enterprises
    Daylite
    Score7.6 out of 10
    All AlternativesView all alternatives
    User Ratings
    Pipeline CRM
    Likelihood to Recommend
    7.0
    (6 ratings)
    Likelihood to Renew
    7.0
    (1 ratings)
    Usability
    9.0
    (1 ratings)
    Support Rating
    8.0
    (1 ratings)
    User Testimonials
    Pipeline CRM
    Likelihood to Recommend
    Pipeline CRM PipelineDeals
    If you have a small business where you are trying to keep things simple, then PipelineDeals is a perfect fit. Once you get to where you are wanting to tie your marketing efforts and create marketing campaigns that are tied to leads, it starts to miss the mark
    Incentivized
    Read full review
    Pros
    Pipeline CRM PipelineDeals
    • Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need.
    • Reporting: We were able to setup all types of reporting and tracking.
    • Ease of Use: While the platform was powerful, it was always easy to use.
    Incentivized
    Read full review
    Cons
    Pipeline CRM PipelineDeals
    • I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.
    Incentivized
    Read full review
    Likelihood to Renew
    Pipeline CRM PipelineDeals
    If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew
    Incentivized
    Read full review
    Usability
    Pipeline CRM PipelineDeals
    The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer
    Incentivized
    Read full review
    Support Rating
    Pipeline CRM PipelineDeals
    Any time I have had questions or issues that have come up I've always been able to get a quick response and a resolution to what I was needing.
    Incentivized
    Read full review
    Alternatives Considered
    Pipeline CRM PipelineDeals
    The cost is much better and it is much easier to use. Salesforce was way too robust and I never want to hire a consultant to set up a CRM. PipelineDeals CRM has the best visibility of our sales efforts.
    Incentivized
    Read full review
    Return on Investment
    Pipeline CRM PipelineDeals
    • Has made us understand sales tactics that are working
    • Easily create forecasting on growth in multiple categories
    • Understand our process and what we need to improve on in closing deals
    Incentivized
    Read full review
    ScreenShots

    Pipeline CRM Screenshots

    Screenshot of the Pipeline CRM main dashboardScreenshot of a Kanban viewScreenshot of a lead list viewScreenshot of the Pipeline CRM Help Center and Resources