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: 63

    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Appointment Scheduling
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • 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

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    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
    Bethany
    Overall rating
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

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

    Reviewed on 22/06/2018

    This reduces data entry and streamlined our process. Love it

    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.

    Laura
    Overall rating
    • Industry: Government Administration
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

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

    Functional and Nible

    Reviewed on 07/02/2019

    We're better able to keep track of our contacts throughout the City across multiple team members as...

    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.

    Howard
    Overall rating
    • Industry: Financial Services
    • 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 10.0 /10

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

    Reviewed on 16/11/2017

    AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they...

    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 who clicked on what and thirdly you can go into the deal profile and see everything that they put down whenever you choose. The integration with Google for work is tight and very well done. There's an icon that goes into Chrome that allows you to click on it and when someone has connected with you on LinkedIn it auto-populates your pipelinedeals with their contact information saving you a lot of copy and paste activity from LinkedIn. When are various team members have to look at or touch her file we know who has done what when in a way that's very intuitive. The software learning curve is trivial for new people coming on board. The tech support is American based and primarily young ladies with nice voices. If you have a problem they actually give no attention at solving your problem. I can go on and on but the best sale is using the product for free for 2 weeks on a trial version. I have used the software for 7 years and it's my favorite software it's made me a lot of money.

    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

    Jonathan
    Overall rating
    • Industry: Financial Services
    • Company size: 11–50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

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

    A great, simple CRM

    Reviewed on 08/02/2019

    Having used some of Pipeline Deals competitors, including one of the biggest names in the CRM...

    Having used some of Pipeline Deals competitors, including one of the biggest names in the CRM field, I find Pipeline deals to be a perfectly suitable CRM option with great user support.

    Pros

    Pipeline Deals has a clean interface. It's easy to use, and from the perspective of a manager, it's the sort of thing that somebody who isn't too technical (or organized) can still use efficiently. At the same time, for people who are excited about CRM functionality and drilling into client data (like me) there are some powerful tools to really target exactly the set of clients you want.
    I also like the fact that when you call user support, a real human being answers the phone who is able to resolve your issues for you on the spot.

    Cons

    The only real issue I have with Pipeline Deals is I'd like a way to set priority on tasks either by colour code, or being able to drag and drop their order top to bottom on the calendar and agenda.

    Renee
    Overall rating
    • Industry: Computer Software
    • 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 6.0 /10

    Excellent Value!

    Reviewed on 10/02/2019

    Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is...

    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.

    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, Citrix RightSignature, 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, Userlike, WebMerge, Yesware, Zapier

    Pipeline offers the following support options:

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

    Related categories

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