About Pipeline

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).

PipelineDeals is a powerful CRM to help you streamline operations, standardized processes, and ensure service levels are being met. Shift culture to absolute accountability and transparency. Create better process, habits, and behaviors. Increase revenue and profitability.

30-Day, 100% satisfaction guarantee or your money back. We're so confident you'll love PipelineDeals CRM, that we're offering a 100% money back guarantee within 30-days of purchase. No questions asked.

Pricing starting from:

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Pipeline

  • 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 (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Australia, Canada, United Kingdom, United States

    Supported Languages

    English

    Pricing starting from:

    US$29.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Pipeline Software - Get organized to accomplish more in less time.
    Pipeline Software - Stay on top of all your team's activities.
    Pipeline Software - Keep selling on the go with iOS and Android.
    Pipeline Software - Slice and dice your data with just a few clicks.
    Pipeline Software - Quickly customize reports with the information you need.
    Pipeline Software - Receive daily pipeline updates in your inbox.
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    Pipeline video
    Pipeline video
    Pipeline Software - Get organized to accomplish more in less time.
    Pipeline Software - Stay on top of all your team's activities.
    Pipeline Software - Keep selling on the go with iOS and Android.
    Pipeline Software - Slice and dice your data with just a few clicks.
    Pipeline Software - Quickly customize reports with the information you need.
    Pipeline Software - Receive daily pipeline updates in your inbox.
    Pipeline Software - 7
    Pipeline Software - 8
    Pipeline Software - 9
    Pipeline Software - 10
    Pipeline Software - 11
    Pipeline Software - 12

    Features

    Total features of Pipeline: 64

    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Appointment Scheduling
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Campaign Analytics
    • Campaign Management
    • Commenting/Notes
    • Contact Database
    • Contract/License Management
    • Customer Database
    • Customizable Branding
    • Customizable Fields
    • Customizable Templates
    • Data Import/Export
    • Document Storage
    • Email Management
    • Email Marketing
    • Email Templates
    • Engagement Tracking
    • Field Sales Management
    • Forecasting
    • Goal Management
    • Goal Setting / Tracking
    • Internal Chat Integration
    • Lead Capture
    • Lead Distribution
    • Lead Nurturing
    • Lead Qualification
    • Lead Segmentation
    • Live Chat
    • Marketing Automation
    • Mobile Access
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Prospecting Tools
    • Quotes/Estimates
    • Real-time Updates
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • Sales Forecasting
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Search/Filter
    • Segmentation
    • Shared Contacts
    • Social Media Integration
    • Source Tracking
    • Task Management
    • Task Scheduling
    • Template Management
    • Territory Management
    • Workflow Management

    Alternatives

    Pipedrive

    4.5
    #1 Alternative to Pipeline
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    ClickFunnels

    4.6
    #2 Alternative to Pipeline
    ClickFunnels is a cloud-based marketing automation and web page building solution with which businesses can design and...

    Zoho CRM

    4.3
    #3 Alternative to Pipeline
    Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

    Salesforce Sales Cloud

    4.4
    #4 Alternative to Pipeline
    Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud...

    Reviews

    Overall rating

    4.4 /5
    (616)
    Value for Money
    4.4/5
    Features
    4.0/5
    Ease of Use
    4.3/5
    Customer Support
    4.4/5

    Already have Pipeline?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 616
    Michael
    Overall rating
    • Industry: Environmental Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

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

    Reviewed on 07/04/2020

    Overall, this was the solution my company needed. We had used Salesforce long before I was on...

    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.

    Alternatives Considered

    Zoho CRM

    Reasons for Choosing Pipeline

    Cost was too high on Salesforce.

    Switched From

    Salesforce Sales Cloud

    Reasons for Switching to Pipeline

    It seemed to have a better user experience
    Julie
    Overall rating
    • Industry: Publishing
    • Company size: 2-10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 6.0 /10

    Nice software but we grew out of it...

    Reviewed on 15/11/2022

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

    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.

    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.

    Alternatives Considered

    Zoho CRM

    Reasons for Switching to Pipeline

    At the time it was one of the most user-friendly CRMs available and affordable. Now there are more software options that do more.
    Keisha
    Overall rating
    • Industry: Health, Wellness & Fitness
    • Company size: Self Employed
    • Used Weekly for 1+ year
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support
    • Likelihood to recommend 0.0 /10

    This product will cost you thousands in frustration

    Reviewed on 22/10/2022

    Horrible

    Horrible

    Pros

    Building sales page, but I can't access them. I can't access anything and the cusotmer service is THE WORST I"VE EXPERIENCED IN ANY INDUSTRY

    Cons

    I haven't been able get past the a frozen blue screen after logging in. Customer service is appalling, if they decide to get back to you it takes at least 24 hours, and the standard response is we've reset your password (which is not the fix). I created sales pages using this app, which scrambled my domain certificates and has created a massive mess -- and customer service response...we've reset your password.

    Mason
    Overall rating
    • Industry: Automotive
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    User-friendly

    Reviewed on 22/08/2022

    Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way...

    Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way that you can customize it

    Pros

    The functionalities on pipeline very customizable you can use this for track and sales you can also use this afternoon customer converts

    Cons

    You have to have accurate data if not you have to build it out and then it’s time consuming

    Alternatives Considered

    Pipedrive

    Reasons for Choosing Pipeline

    Looking for something different

    Switched From

    Salesforce Service Cloud

    Reasons for Switching to Pipeline

    Price
    Gary
    Overall rating
    • Industry: Construction
    • Company size: 51-200 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Pipeline for Commercial construction customer followup, relationship building, and new Clients

    Reviewed on 08/02/2019

    Before we used Pipeline Deals we were using paper and pen to keep track of our client relationships....

    Before we used Pipeline Deals we were using paper and pen to keep track of our client relationships. These notes were easily lost in the shuffle and we had no hard reminders for us to follow up with our clients. Now we are able to keep our office focused on the needs of our clients and to pursue new business.

    Pros

    The ease of integrating pipeline into our daily routine when making calls and following up with our clients. With the preset notation in our activity feed it is just a couple of clicks with the mouse to fill out our notes for that client. The ability to share "Deals" and to follow up when one of us is out of the office on a business trip or vacation. When we are on a trip having the app available on our phone is also a very nice feature. There is peace of mind knowing that the hard work to manage relationships with our customers does not end if an employee is fired or quits working for us.

    Cons

    Pipeline is not ready to sync with our Go Daddy email account, so we continue to push our emails to our home page in Pipeline Deals. Then we have to make sure they are entered into our activity feed for our customers through the home page.

    Showing 5 reviews of 616 Read all reviews

    Pipeline FAQs

    Below are some frequently asked questions for Pipeline.

    Pipeline offers the following pricing plans:

    • Starting from: US$29.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    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.

    Pipeline has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

    Pipeline supports the following languages:

    English

    Pipeline supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Pipeline integrates with the following applications:

    123FormBuilder, Bedrock Data, Bitium, Callmaker, Geckoboard, Gmail, Google Calendar, Google Docs, Google Drive, Google Workspace, Help Scout, INinbox, LinkedIn for Business, Mailchimp, Microsoft Excel, Microsoft Outlook, Operations Hub, Quickbooks Online, RightSignature, Userlike, WebMerge, Yesware, Zapier

    Pipeline offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

    Related categories

    See all software categories found for Pipeline.