Pipeline CRM

4.3
Overall rating
Reviews

4.3
Overall rating
Reviews

About Pipeline CRM

Pipeline CRM is built by salespeople for salespeople. We empower sales teams to generate predictable revenue with automated processes and workflows. Get a modern CRM that is fueled by highly customizable and sales-focused features like AI Email Assistant powered by ChatGPT, a smart agenda that builds itself, built-in marketing automation and more! In order for a CRM to be effective, your team has to use it! We are the most adopted CRM for midsize businesses, according to G2Crowd, because of our award-winning Customer Support. Our customers can typically expect to receive responses within the hour, with an average resolution time of 15 hours -- less than a day! Today more than 9,000 users in 60 countries use Pipeline CRM cloud-based software, accessible from a laptop, desktop, or any connected mobile device.
Pipeline CRM Software - Deals
Pipeline CRM Software - Deal details
Pipeline CRM Software - Companies
Pipeline CRM Software - Tracking
Pipeline CRM Software - Dashboard
Pipeline CRM video
Pipeline CRM Software - Deals - thumbnail
Pipeline CRM Software - Deal details - thumbnail
Pipeline CRM Software - Companies - thumbnail
Pipeline CRM Software - Tracking - thumbnail
Pipeline CRM Software - Dashboard - thumbnail

Pipeline CRM pricing

Pipeline CRM does not have a free version but does offer a free trial. Pipeline CRM paid version starts at US$29.00/month.

Starting Price:
US$29.00/month
Free Version:
No
Free trial:
Yes

Alternatives to Pipeline CRM

Pipeline CRM Reviews

Feature rating

Value for Money
4.4
Functionality
4.0
Ease of Use
4.3
Customer Support
4.4
5 reviews of 624 View all reviews
Michael
Michael
  • Industry: Environmental Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 7/4/2020

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

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 CRM

Cost was too high on Salesforce.

Switched From

Salesforce Sales Cloud

Reasons for Switching to Pipeline CRM

It seemed to have a better user experience
Julie
  • Industry: Publishing
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Features
3
Ease of Use
4
Customer Support
3

4
Reviewed on 15/11/2022

Nice software but we grew out of it...

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 CRM

At the time it was one of the most user-friendly CRMs available and affordable. Now there are more software options that do more.
Chris
  • Industry: Real Estate
  • Company size: Self Employed
  • Used Monthly for 1-5 months
  • Review Source
Value for Money
1
Features
2
Ease of Use
2
Customer Support
1

1
Reviewed on 10/10/2024

Was it a waste of time, a scam or a company that doesn’t care? - I still don’t know.

After a short consultation about how another CRM could not meet my needs, Pipeline assured me that they would be able to do it. I had questions and I was told that to get the answers and help I needed I would have to pay for their expert consultants to help me do the coding. I was very happy to do this. I was assured that I was being placed with an expert who answered my questions and help me customize my Pipeline CRM to meet my needs. After several sessions and about $1000 in expenses I didnt have my questions answered or my needs addressed. I was expedited back to the same person who gave me the initial consultation. There was a short conference call with people from England and it was determined (in only a few minutes that they could not help me). The person who gave me the initial consultation never really listened to what I had to say and didnt really care. When I asked him about this after the fact he told me that I was a small business and he couldnt give me any more time. I noticed that the folks in England were able to figure it out in minutes because they cared enough to listen and he didn't do that even with his 30 consultation. My $1000 was not refunded and even worse they wasted my time. This is a business that hasn't figured out what to do.

Pros

I liked that Pipeline was confident that they could meet my needs when they first spoke with me.

Cons

They failed to listen to my needs until after they had consumed $1000 in expert consultant fees with zero results.

Gary
Gary
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 8/2/2019

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

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.

Joel
Joel
  • Industry: Internet
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
4

5
Reviewed on 5/2/2019

Excellent CRM for sales teams

We love it. The API is very robust so anything that can’t be done in the app can be coded to integrate and work for our own custom reports and integrations. We were one of the earliest customers and have been using it for 8 or 9 years very actively.

Pros

Very flexible custom list reports
Unlimited field customization for records
Easily manage a small team of reps
Very easy to get started using especially if you have not had a strong CRM in your company before

Cons

The morning coffee report lacks data that would be useful for actionable items. Wish it could be personalized and customized to show the data I want each morning. Can’t easily see a company’s “last activity” in a report if said activity was not directly on the record (example on a person or deal attached to the company... in company list views it would show incorrect “last activity”)
Permission controls would be great to be more flexible (its all or nothing per user)

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