Pipeline CRM
CRM software
Sales performance management software
Sales acceleration software
Sales analytics software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Pipeline CRM and its alternatives fit your requirements.
$25 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Construction
- Professional services (engineering, legal, consulting, etc.)
- Real estate and property management
What is Pipeline CRM
Pipeline CRM is a cloud-based customer relationship management (CRM) application focused on managing deals, contacts, and sales activities through a visual pipeline. It targets small to mid-sized sales teams that need a straightforward system for tracking opportunities, tasks, and follow-ups. The product emphasizes ease of use, configurable pipelines, and core reporting rather than broad enterprise CRM customization.
Simple, pipeline-first workflow
Pipeline CRM centers day-to-day work around deal stages, activities, and next steps, which fits teams that sell through a defined pipeline. The interface and setup are typically lighter than large, highly extensible CRM suites. This can reduce time spent on administration for teams that do not need complex objects or heavy customization.
Core sales activity tracking
The product supports common sales execution needs such as logging calls/emails, scheduling tasks, and tracking interactions against contacts and deals. These features help managers review whether reps are completing follow-ups and progressing opportunities. For many SMB use cases, the built-in activity and pipeline views cover the essentials without requiring additional modules.
Integrations and data import
Pipeline CRM provides standard CRM connectivity options (for example, email/calendar sync and integrations via common integration platforms) to fit into a small business tool stack. It also supports importing contacts and deals to migrate from spreadsheets or another CRM. This lowers switching friction for teams moving from basic tracking methods.
Limited enterprise-grade extensibility
Compared with larger CRM platforms, Pipeline CRM generally offers fewer options for complex data models, advanced automation, and deep customization. Organizations with multiple business units, complex approval processes, or highly specialized workflows may outgrow the product. Teams that require extensive custom objects, granular governance, or large-scale configuration may need a more extensible system.
Analytics depth may be basic
While Pipeline CRM includes standard pipeline and activity reporting, it may not match dedicated sales analytics tools in areas like advanced forecasting, multi-touch attribution, or highly customizable dashboards. Leaders who need sophisticated performance management and modeling may find the reporting insufficient. This can lead to reliance on exports or external BI tools for deeper analysis.
Broader revenue stack coverage
Pipeline CRM focuses primarily on core CRM and pipeline management rather than an all-in-one suite spanning marketing automation, customer support, and complex revenue operations. Companies seeking tightly integrated marketing journeys, advanced sequencing, or omnichannel engagement may need additional products. This can increase integration and administration effort as the stack grows.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Start | $25 per user/month (billed annually) — $29 per user/month (billed monthly) | 1 Sales Pipeline; Unlimited People & Companies; 250 active deals per account; Unlimited file storage; 14-day free trial (no credit card required). |
| Develop | $33 per user/month (billed annually) — $39 per user/month (billed monthly) | 2 Sales Pipelines; Unlimited People & Companies; 2,500 active deals per account; Unlimited file storage; 14-day free trial (no credit card required). |
| Grow (Most popular) | $49 per user/month (billed annually) — $59 per user/month (billed monthly) | 5 Sales Pipelines; Unlimited People & Companies; Unlimited active deals per account; Advanced analytics, automation and email features; 14-day free trial (no credit card required). |
| Enterprise | Custom pricing (contact sales) | Unlimited pipelines & deals; enterprise-grade security; dedicated success manager & flexible terms; contact sales for pricing. |
Premium add-ons (official site):
- Data Enrichment (Auto Enrich): Enrich 250 credits — $19/month; Enrich 500 — $37/month; Enrich 1000 — $69/month. Annual and biennial discounts available (examples: Enrich 250 annual $194 = $16.15/mo). Pricing is usage/credit-based (1 credit per enrichment).
- Email Validation add-on: $25/month (provides a quota — 5,000 validations per month on monthly billing; higher monthly-average quotas for annual/biennial billing). Billed with main subscription; available at any tier.
