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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Pipeline CRM

    Score5.2 out of 10
    N/AFounded in 2006, Pipeline CRM (formerly PipelineDeals) is a CRM for small and midsize businesses, empowering sales teams across a breadth of industries to build game changing relationships. Pipeline is built around a customizable user experience, sales focused features, and customer support and service. The vendor, headquartered in Seattle, boasts 18,000 users in 60 countries who use Pipeline to gain visibility into their sales, accelerate opportunities, and close more deals.

    $29

    per month

    Trello

    Score8.2 out of 10
    N/ATrello from Atlassian is a project management tool based on a Kanban framework. Trello is ideal for task-management in a to-do list format. It supports sharing boards and cards across users or teams. The product offers a free version, and paid versions add greater automation, collaboration, and administrative control.

    $6

    per month per user

    Pricing
    Pipeline CRMTrello
    Editions & Modules
    Start
    $300
    per year per user
    Develop
    $396
    per year per user
    Develop
    $588
    per year per user
    Standard
    $6
    per month per user
    Premium
    $12.50
    per month per user
    Enterprise
    $17.50
    per month per user
    Free
    Forever Free
    Offerings
    Pricing Offerings
    Pipeline CRMTrello
    Free Trial
    YesNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—A discount is offered for annual billing and for larger numbers of users.
    More Pricing Information
    Community Pulse
    Pipeline CRMTrello
    Considered Both Products
    Pipeline CRM PipelineDeals
    No answer on this topic
    Atlassian
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    97%
    Would buy again
    104 Answers
    Delivers good value for the price
    No answers on this topic
    99%
    Delivers good value for the price
    94 Answers
    Happy with the feature set
    No answers on this topic
    99%
    Happy with the feature set
    106 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    98%
    Lived up to sales and marketing promises
    63 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    83 Answers
    Features
    Pipeline CRMTrello
    Sales Force Automation
    Comparison of Sales Force Automation features of Pipeline CRM and Trello
    Feature
    Pipeline CRM
    6.9
    5 Ratings
    13% below category average
    Trello
    -
    Ratings
    Customer data management / contact management8.05 Ratings00 Ratings
    Workflow management8.05 Ratings00 Ratings
    Territory management7.04 Ratings00 Ratings
    Opportunity management8.05 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)4.05 Ratings00 Ratings
    Contract management5.05 Ratings00 Ratings
    Quote & order management6.03 Ratings00 Ratings
    Interaction tracking9.05 Ratings00 Ratings
    Channel / partner relationship management7.04 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Pipeline CRM and Trello
    Feature
    Pipeline CRM
    7.8
    3 Ratings
    1% above category average
    Trello
    -
    Ratings
    Case management7.03 Ratings00 Ratings
    Call center management8.21 Ratings00 Ratings
    Help desk management8.21 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Pipeline CRM and Trello
    Feature
    Pipeline CRM
    5.0
    4 Ratings
    43% below category average
    Trello
    -
    Ratings
    Lead management8.04 Ratings00 Ratings
    Email marketing2.02 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Pipeline CRM and Trello
    Feature
    Pipeline CRM
    4.5
    5 Ratings
    52% below category average
    Trello
    -
    Ratings
    Task management3.04 Ratings00 Ratings
    Billing and invoicing management5.53 Ratings00 Ratings
    Reporting5.03 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Pipeline CRM and Trello
    Feature
    Pipeline CRM
    6.7
    5 Ratings
    13% below category average
    Trello
    -
    Ratings
    Forecasting8.03 Ratings00 Ratings
    Pipeline visualization5.05 Ratings00 Ratings
    Customizable reports7.05 Ratings00 Ratings
    Customization
    Comparison of Customization features of Pipeline CRM and Trello
    Feature
    Pipeline CRM
    9.5
    5 Ratings
    22% above category average
    Trello
    -
    Ratings
    Custom fields10.05 Ratings00 Ratings
    Custom objects10.05 Ratings00 Ratings
    Scripting environment8.21 Ratings00 Ratings
    API for custom integration10.05 Ratings00 Ratings
    Security
    Comparison of Security features of Pipeline CRM and Trello
    Feature
    Pipeline CRM
    6.0
    3 Ratings
    33% below category average
    Trello
    -
    Ratings
    Single sign-on capability6.02 Ratings00 Ratings
    Role-based user permissions6.02 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Pipeline CRM and Trello
    Feature
    Pipeline CRM
    8.1
    2 Ratings
    8% above category average
    Trello
    -
    Ratings
    Social data8.12 Ratings00 Ratings
    Social engagement8.21 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Pipeline CRM and Trello
    Feature
    Pipeline CRM
    4.6
    3 Ratings
    48% below category average
    Trello
    -
    Ratings
    Marketing automation2.03 Ratings00 Ratings
    Compensation management7.31 Ratings00 Ratings
    Platform
    Comparison of Platform features of Pipeline CRM and Trello
    Feature
    Pipeline CRM
    8.0
    5 Ratings
    5% above category average
    Trello
    -
    Ratings
    Mobile access8.05 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Pipeline CRM and Trello
    Feature
    Pipeline CRM
    -
    Ratings
    Trello
    8.4
    223 Ratings
    9% above category average
    Task Management00 Ratings9.5223 Ratings
    Resource Management00 Ratings9.2186 Ratings
    Gantt Charts00 Ratings7.374 Ratings
    Scheduling00 Ratings8.8169 Ratings
    Workflow Automation00 Ratings8.1143 Ratings
    Team Collaboration00 Ratings8.8219 Ratings
    Support for Agile Methodology00 Ratings8.9148 Ratings
    Support for Waterfall Methodology00 Ratings7.8116 Ratings
    Document Management00 Ratings8.2160 Ratings
    Email integration00 Ratings7.4147 Ratings
    Mobile Access00 Ratings9.2193 Ratings
    Timesheet Tracking00 Ratings8.989 Ratings
    Change request and Case Management00 Ratings8.6103 Ratings
    Budget and Expense Management00 Ratings7.374 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Pipeline CRM and Trello
    Feature
    Pipeline CRM
    -
    Ratings
    Trello
    6.6
    73 Ratings
    15% below category average
    Quotes/estimates00 Ratings7.250 Ratings
    Invoicing00 Ratings6.643 Ratings
    Project & financial reporting00 Ratings6.859 Ratings
    Integration with accounting software00 Ratings5.845 Ratings
    Best Alternatives
    Pipeline CRMTrello
    Small Businesses
    Salesflare
    Score10 out of 10
    Any.do
    Score8 out of 10
    Medium-sized Companies
    Kintone
    Score9.7 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Oracle Sales
    Score8.9 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Pipeline CRMTrello
    Likelihood to Recommend
    7.0
    (6 ratings)
    9.3
    (223 ratings)
    Likelihood to Renew
    7.0
    (1 ratings)
    9.9
    (6 ratings)
    Usability
    9.0
    (1 ratings)
    9.3
    (61 ratings)
    Availability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Performance
    -
    (0 ratings)
    10.0
    (1 ratings)
    Support Rating
    8.0
    (1 ratings)
    9.9
    (81 ratings)
    In-Person Training
    -
    (0 ratings)
    10.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.0
    (2 ratings)
    Configurability
    -
    (0 ratings)
    5.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Pipeline CRMTrello
    Likelihood to Recommend
    Pipeline CRM PipelineDeals
    If you have a small business where you are trying to keep things simple, then PipelineDeals is a perfect fit. Once you get to where you are wanting to tie your marketing efforts and create marketing campaigns that are tied to leads, it starts to miss the mark
    Incentivized
    Read full review
    Atlassian
    For teams or individuals with lots of individual tasks/details to track, Trello is perfect! It basically removes the need for a paper checklist. For those that need an overall project management tool that requires less tasks and more overarching goals, collaboration amongst various teams, and gantt charts I would suggest monday.com
    Incentivized
    Read full review
    Pros
    Pipeline CRM PipelineDeals
    • Flexibility: It provides the flexibility to set it up how you want to use it. Customization is beyond what you probably want or need.
    • Reporting: We were able to setup all types of reporting and tracking.
    • Ease of Use: While the platform was powerful, it was always easy to use.
    Incentivized
    Read full review
    Atlassian
    • Helps track employees "to do before hire", "to do after hired," and "to do when employee leaves"
    • Provides important information on each employee like personal information along with data collected during the time of hire and during employment time
    • Allows more than one person to be assigned to a task per employee and will remain open until everyone involved has completed their task
    Read full review
    Cons
    Pipeline CRM PipelineDeals
    • I wouldn't say no areas for improvement exist, but I will say that PipelineDeals takes customer input, shared product roadmap, and supports what they have very nicely. What they provide works out-of-the-box. Improvements can always be made with respect to pre-packaged integration with 3rd party services/solutions, and with extended attributes, but you also want to avoid something that attempts to boil the ocean.
    Incentivized
    Read full review
    Atlassian
    • I use colour coding a lot so I would like a wider range of colour options.
    • Also as a visual thinker I would like to be able to easily add images to cards.
    • I would like to be able to attach a wider range of file formats to cards.
    Incentivized
    Read full review
    Likelihood to Renew
    Pipeline CRM PipelineDeals
    If we can integrate and easily export and clean all of our data such that it can be used for multiple purposes, i.e. outreach to guests, sending out newsletters to subscribers, doing research and tracking progress, we will definitely renew
    Incentivized
    Read full review
    Atlassian
    I am very likely to renew Trello, because it doesn't cost anything to do so. I am also very likely to use Trello's upgraded features in the future because a lot of my team's data is stored on there and they have already gotten used to the platform. Trello is very easy for new team members to pick up, making the onboarding and usability very streamlined.
    Incentivized
    Read full review
    Usability
    Pipeline CRM PipelineDeals
    The user interface is simple and easy to navigate. Anyone who is overwhelmed with some of the more complicated CRM systems will definitely enjoy the simplicity of what PipelineDeals has to offer
    Incentivized
    Read full review
    Atlassian
    Trello is incredibly intuitive, both on desktop and mobile right away. It is also full of helpful features that make it even easier to use, and is flexible enough to suit almost any organizational need. Onboarding for the software is thorough, but concise, and the service is frequently updated with even more QOL improvements.
    Incentivized
    Read full review
    Reliability and Availability
    Pipeline CRM PipelineDeals
    No answers on this topic
    Atlassian
    yes always support available when I need it!
    Read full review
    Performance
    Pipeline CRM PipelineDeals
    No answers on this topic
    Atlassian
    Never experienced issues with the above!
    Read full review
    Support Rating
    Pipeline CRM PipelineDeals
    Any time I have had questions or issues that have come up I've always been able to get a quick response and a resolution to what I was needing.
    Incentivized
    Read full review
    Atlassian
    I haven't reached out to their support very often and their support is very limited anyway for the free users. They do have tons of great articles and videos in their Help Center and constantly send emails with updates and add-ons to the product. The fact that I've barely ever had to contact their support team means that they've developed a great product.
    Incentivized
    Read full review
    In-Person Training
    Pipeline CRM PipelineDeals
    No answers on this topic
    Atlassian
    It was helpful and informative! It was back before the pandemic in 2019 so I'm not sure if they still do it but I really enjoyed the experience
    Read full review
    Implementation Rating
    Pipeline CRM PipelineDeals
    No answers on this topic
    Atlassian
    For our small business, getting a few of us started well on Trello was the key, I think. As long as a couple of us were really comfortable with the interface, we could lead others and help them with any questions. From now on, anyone who works with us just naturally uses Trello for information sharing - it's just part of what we do.
    Incentivized
    Read full review
    Alternatives Considered
    Pipeline CRM PipelineDeals
    The cost is much better and it is much easier to use. Salesforce was way too robust and I never want to hire a consultant to set up a CRM. PipelineDeals CRM has the best visibility of our sales efforts.
    Incentivized
    Read full review
    Atlassian
    Trello is more simple and not as "robust" as the other tools, but it's easier to use and manage and understand and ACTUALLY get stuff done with. It's simplicity is part of the beauty of using it. You don't need a million options that nobody uses, you just need to get stuff done.
    Incentivized
    Read full review
    Scalability
    Pipeline CRM PipelineDeals
    No answers on this topic
    Atlassian
    Feels like anyone across the org (no matter their location) can use the tool easily!
    Read full review
    Professional Services
    Pipeline CRM PipelineDeals
    No answers on this topic
    Atlassian
    Not sure if we use those
    Read full review
    Return on Investment
    Pipeline CRM PipelineDeals
    • Has made us understand sales tactics that are working
    • Easily create forecasting on growth in multiple categories
    • Understand our process and what we need to improve on in closing deals
    Incentivized
    Read full review
    Atlassian
    • Trello keeps me organized, focused, and on track. I could filter the Trello board to only see my issues and understand what I needed to work on and when.
    • Trello helped our team implement an agile structure. It's a very simple kanban method of viewing all of your team's tasks and statuses. You can completely customize the columns to your team's specific workflow and create tags relevant to your work.
    • Trello helps reduce unnecessary communications between teams. When I want to request translations, I simply create a card on the localization Trello board -- no need to directly message anyone on the team, and I can watch the status of the card change from "in progress" to "in review" to "translated," all without having to directly ask for updates.
    Incentivized
    Read full review
    ScreenShots

    Pipeline CRM Screenshots

    Screenshot of the Pipeline CRM main dashboardScreenshot of a Kanban viewScreenshot of a lead list viewScreenshot of the Pipeline CRM Help Center and Resources