Pipeline CRM, previously known as PipelineDeals, offers a customer relationship management system that targets sales teams transitioning from internal spreadsheet systems to CRM software. While it could benefit from enhanced integration capabilities with other software solutions, it maintains a straightforward design, making it an accessible option for its users.

Pipeline Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

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What is Pipeline?

Pipeline CRM provides users with everything they need to manage and accelerate sales. The software includes a contact management system, a sales pipeline, and reporting tools. It also allows you to customize the deal stages to suit your team's sales language. 

Today, more than 18,000 users in 60 countries use Pipeline CRM to manage their sales.

With Pipeline software, sales teams are afforded complete visibility into their sales pipeline, accelerating opportunities and allowing for more deals to be closed.

The software offers a mobile app for iOS and Android that can help you stay on top of your sales. This facility provides a real-time view of your sales pipeline, so you can always stay up-to-date on your progress. You can also use the app to quickly update information about your leads and contacts, making it easy to keep your data current. 

Pipeline Pricing 

The standard Pipeline subscription costs $29/month. Click on the Get Pricing for more details about the other pricing plans on offer.

Pipeline Demo

You can request and watch a free demo to see how Pipeline CRM works. Click on the Watch Demo to get started. The software also offers a free trial so you can take it for a spin before having to commit.

Pipeline Reviews

Pipeline CRM boasts a 4.4 out of 5 stars rating – on average – on the internet. Users like the software's easy-to-use interface, sales-focused features, and great customer support. The software also continues to garner good marks for its affordable price.

Overall, Pipeline is a good choice if you're looking for a CRM that will help you close more deals. You can read verified Pipeline software reviews in our dedicated Reviews section. 

Our Thoughts

Pipeline represents a solid subscription option for sales teams looking for a CRM to help them close more deals in less time. It is easy to use and comes with all the features you need to manage your sales. Pipeline CRM, further, is affordable, making its integration feasible for small businesses and startups.

Pipeline Features

The task management feature helps sales teams keep track of their to-dos and follow-ups. This feature allows users to create tasks, set due dates, and assign them to team members. The task management utility, further, ensures that sales teams never miss a follow-up or deadline.

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The goal management feature helps sales teams stay on track and hit their targets. With this facility, users can set goals for themselves and their team members. The goal management option ensures that sales teams always work towards their targets.

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The reporting tools allow users to generate reports on their sales pipeline. With this feature, users can track sales progress, identify trends, and measure their business success by finding out what's working and what isn't.

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The quotes/estimates feature allows users to create and send quotes and estimates to their clients. With this option, users can add line items, discounts, and taxes to their quotes. The quotes/estimates feature makes it easy for sales teams to send accurate and professional-looking quotes to their clients.

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Pros and Cons of Pipeline

Pros

  • It offers easy setup and intuitive tools to accelerate sales
  • Features like custom fields, deal stages, and permissions allow the software to be tailored to specific needs
  • Automated sales tools like email tracking, forecasting, and commissions can streamline workflows and boost productivity

Cons

  • Advanced customization and integrations may require hiring professional services for implementation
  • Limited effectiveness for large organizations and industries with specialized business processes

Pipeline Reviews

Overall Rating

4.5

4 Review(s)

Rating Distribution

5

star

(2)

4

star

(2)

3

star

2

star

1

star

March 2024

I use Pipeline CRM to keep track of my sales leads and manage customer relationships - it's been a game changer!

Alberto

Automotive

Ease of use

7

Value for money

10

Customer Support

10

Functionality

7

Pros

Pipeline CRMs interface is quite user-friendly and its customization options make managing my leads pretty easily.

Cons

I wish Pipeline CRM had more integration options with other software tools to further streamline my workflow.

March 2024

Very intuitive and easy to use

Pedro

Information Technology and Services

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

The platform is simple and user-friendly, even for those who are not particularly tech-savvy.

Cons

The software could benefit from having more integration possibilities with other solutions.

January 2024

Automates everything!

Jalia

Hospital & Health Care

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

I like being able to set up pipelines to track every aspect of my business. We use them for employee management and for tracking business growth.

Cons

If I accidentally move contacts to the wrong column, they may receive incorrect messages based on the setup which cause trouble and opportunities for each contact sometimes duplicate without a clear reason.

January 2024

Nice tool to use

Jessica

Computer Software

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

Pros

With the software I found it easy to locate the information I needed in the database.

Cons

Since using a CRM is not central to my role, I have not fully explored all its features or used them to their full potential. However, I feel like understanding all the features is not a simple task.

Frequently Asked Questions

Pipeline offers daily support via chat, email, and onboarding services to help customers. They have a team of CRM experts available to aid.