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Pipeline CRM

Pipeline CRM
Formerly PipelineDeals

Overview

What is Pipeline CRM?

Founded 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…

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Learn from top reviewers

Simplicity for the win!

Rating: 7 out of 10
September 24, 2020
IncentivizedVetted ReviewVerified User
We are currently using PipelineDeals as our B2B and B2C sales CRM. We also have it fully integrated with our digital contracting software and our lead vendor so leads are bein...
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Verified user
C-Level Executive
Pipeline CRM7 years of experience

Sales done right

Rating: 8 out of 10
November 29, 2017
IncentivizedVetted ReviewVerified User
We track all leads and categorize them into buckets, size, location, opportunity, salesperson, how they heard of us as well as tracking where leads are in the sales cycle.
Continue reading
Jeffrey Schneider
C-Level Executive - Corporate
Chief Operating Officer
betterPT
Pipeline CRM1 year of experience

Basic CRM, does the trick, many better options available

Rating: 5 out of 10
December 29, 2016
Vetted ReviewVerified User
Our sales force uses pipelinedeals CRM to log deals and interactions with contacts. We experience the system as something that streamlines an operation problem but doesn't off...
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Stanislaw Wasowicz
Manager - Sales
Global Business Development Manager
VONQ
Pipeline CRM1 year of experience

Pipeline Deals: A Better Tool To Help You Sell

Rating: 10 out of 10
January 28, 2015
IncentivizedVetted ReviewVerified User
Pipelinedeals.com was used primarily to manage our contacts, leads and deals for our sales and marketing efforts. There was some use by our project management team in the init...
Continue reading
Jason Montoya
C-Level Executive - Sales
CEO
JasonScottMontoya.com
Pipeline CRM4 years of experience

A CRM for something other than sales

Rating: 8 out of 10
June 25, 2014
IncentivizedVetted ReviewVerified User
We're a media company that regularly invites individuals to appear on our radio show or to blog for our site, and we use Pipeline Deals to keep a database of all the people we...
Continue reading
Brian Welk
Employee - Other
Staff Writer/Editor
CIO Talk Radio
Pipeline CRM1 year of experience
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Pricing

View all pricing

Start

$300

Cloud
per year per user

Develop

$396

Cloud
per year per user

Develop

$588

Cloud
per year per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://pipelinecrm.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $29 per month
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Product Demos

Welcome to Pipeline CRM!

YouTube
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

6.9
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.8
Avg 7.6

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

5
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

4.5
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

6.7
Avg 7.7

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

9.5
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

6
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

8.1
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

4.6
Avg 7.2

Platform

8
Avg 7.5
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Product Details

What is Pipeline CRM?

Pipeline CRM Video

Close Deals Faster with Pipeline CRM

Pipeline CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Founded 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.

Pipeline CRM starts at $29.

Reviewers rate Custom fields and Custom objects and API for custom integration highest, with a score of 10.

The most common users of Pipeline CRM are from Small Businesses (1-50 employees).
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Comparisons

View all alternatives
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Reviews From Top Reviewers

View all reviews
(1-4 of 4)

PipelineDeals CRM - Why to choose

Rating: 9 out of 10
Incentivized
March 18, 2015
Verified User
Administrator in Corporate
Retail Company, 11-50 employees
Vetted Review
Reseller
Pipeline CRM
2 years of experience
Use Cases and Deployment Scope
PipelineDeals was implemented to solve a broad range of issues across the organization. We implemented at a company that has a tremendous amount of leads coming in from a few automated sources, but also leads input from various personnel. We tested/implemented two other services before PipelineDeals CRM, and the reason we chose PipelineDeals was because it was very comprehensive from the "front of house" operations to the back-office financial and provisioning operations. We used every single module of PipelineDeals CRM because issues from lead generations to sales fulfillment and future customer follow up were critical to the success of the project.
Pros
  • Flexibility - we found that we could modify PipelineDeals CRM very easily (as you can with other services), but that PipelineDeals CRM didn't hiccup with the extent of modifications made to the system. Everyone will need to modify the system to fit their business profile, and the ease of modification is important, but the real key is the ability to easily manage the system and the extensions you've put in place.
  • Support - when you license and implement any solution, you're going to run into issues/bugs. PipelineDeals CRM is very responsive and very good, and they didn't waste our time making us go through multiple levels of support to prove we actually had a problem. There weren't many issues, but the ones we encountered were addressed quickly, and they spent time with us on things that we weren't clear on, even providing some direction on the best way to set up categories of users, products, tasks, etc.
  • Comprehensive nature - we tried other services and found that PipelineDeals CRM did a good job of handling leads through sales and customer follow up. Other services were heavy on lead management or pre-sales functions, or helping with information related to sales activities, but did nothing to support after-the-fact operational personnel.
Cons
  • 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.
Likelihood to Recommend
This is an area where I feel people fall down in the process. First - spend time up front defining your organizational processes, and goals. Don't even think about a solution until you've spent time defining the process. We spent time with every facet of the organizational process, and defined a workflow and diagram of each key process. This allows you to determine where you can get some process automation (service-based automation) versus workflow (human eyeballs and decisions on a procedure). Out of this exercise you will definitely see the critical "must-have" features and functions in any solution, and frankly it's pretty easy from there. Most people start asking a bunch of questions, and they don't know what they're trying to answer. In addition, most organizations avoid this step because it's difficult. But it is essential and lays the groundwork for a successful project and a much, much easier deployment.
Pipeline CRM Feature Ratings
Sales Force Automation (9)
94.44444444444444%
9.4
Customer data management / contact management
100%
10.0
Workflow management
70%
7.0
Territory management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
90%
9.0
Interaction tracking
100%
10.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
90%
9.0
Case management
90%
9.0
Call center management
90%
9.0
Help desk management
90%
9.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (2)
90%
9.0
Task management
90%
9.0
Billing and invoicing management
90%
9.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
95%
9.5
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
90%
9.0
API for custom integration
90%
9.0
Security (1)
80%
8.0
Single sign-on capability
80%
8.0
Social CRM (2)
90%
9.0
Social data
90%
9.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
90%
9.0
Marketing automation
100%
10.0
Compensation management
80%
8.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
Return on Investment
  • Improved efficiency - this may have happened with any solution, but PipelineDeals CRM has channeled all activities into a single place and has eliminated the paper and other inefficient processes in place before.
  • Integration with other solutions.
  • Better Customer Service - if you have all history and tracking and support information in a single place, your customer and prospect interactions are going to be much better.
  • Thorough Coverage - don't drop leads and opportunities on the floor any more.
Alternatives Considered
  • Salesforce.com,Insightly,QuickBase
SFDC was just too expensive and "too much." Insightly was not comprehensive enough, and we found an awful lot of bugs (this was a year ago+). QuickBase is actually excellent, but it requires an advanced technical person to manage and use, such as a QB Developer, and we wanted a solution that a office administrator could use with little or no help. QB is basically a big database that holds your data, and you build front-end UI's for the functions you want, using their interface and wizard-driven approach to do so. But it takes a lot of knowledge of the system to get where to want to go, and it is not "Intuit-ive" to use for most users. You'll spend $150/hour on a resource to help you implement, which gets costly very quickly. PipelineDeals CRM integrated with Google Apps, which we were using at the organization, and we found it comprehensive, easy to extend, and easy to use.
Users and Roles
40
Sales and Operations. From the very first data gathering functions all the way through yearly customer follow up.

Sales done right

Rating: 8 out of 10
Incentivized
November 29, 2017
JS
Jeffrey Schneider
Chief Operating Officer
betterPT (Hospital & Health Care, 11-50 employees)
Vetted Review
Verified User
Pipeline CRM
1 year of experience
View profile
Use Cases and Deployment Scope
We track all leads and categorize them into buckets, size, location, opportunity, salesperson, how they heard of us as well as tracking where leads are in the sales cycle.
Pros
  • Sales tracking
  • Email and calendar integration
  • Sales visibility
Cons
  • UI could be better
  • IPad app
  • Reporting
Likelihood to Recommend
It is great for managing multiple sales people and the ability to see where the company is in sales cycles. Great for our forecasting. The ability to track email opens has helped us with next steps as well.
Pipeline CRM Feature Ratings
Sales Force Automation (8)
73.75%
7.4
Customer data management / contact management
80%
8.0
Workflow management
70%
7.0
Territory management
70%
7.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
50%
5.0
Quote & order management
60%
6.0
Interaction tracking
90%
9.0
Customer Service & Support (1)
90%
9.0
Case management
90%
9.0
Marketing Automation (1)
80%
8.0
Lead management
80%
8.0
CRM Project Management (1)
70%
7.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
76.66666666666667%
7.7
Forecasting
80%
8.0
Pipeline visualization
90%
9.0
Customizable reports
60%
6.0
Customization (3)
73.33333333333333%
7.3
Custom fields
70%
7.0
Custom objects
70%
7.0
API for custom integration
80%
8.0
Security (1)
90%
9.0
Role-based user permissions
90%
9.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
80%
8.0
Marketing automation
80%
8.0
Platform (1)
70%
7.0
Mobile access
70%
7.0
Return on Investment
  • 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
Alternatives Considered
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.
Other Software Used

A CRM for something other than sales

Rating: 8 out of 10
Incentivized
June 25, 2014
BW
Brian Welk
Staff Writer/Editor
CIO Talk Radio (Media Production, 1-10 employees)
Vetted Review
Verified User
Pipeline CRM
1 year of experience
Use Cases and Deployment Scope
We're a media company that regularly invites individuals to appear on our radio show or to blog for our site, and we use Pipeline Deals to keep a database of all the people we've invited or who have worked with us or communicated with us in the past. We compile contact information and organize people based on industry and title and can easily browse in order to determine who to invite. We also use it to keep track of communications in a common place.
Pros
  • It allows you to create a high level of custom fields specific to your own needs. Our purpose for its use is not strictly sales, so to still be able to use it in a way that's organized and provides all the information we need about an individual is very strong.
  • Browsing through large groups is fairly simple. I can create custom filters to sift through the entire database and find a custom list of people whom I want to contact. It's very simple if you know you only want to find people of a certain type or who you contacted within a certain amount of time.
  • I like the ability to create tasks and events tied to specific individuals I'm in touch with as opposed to an unorganized To-Do list. It's easy to know when to follow-up, contact, etc.
  • The ability to BCC PipelineDeals so that all emails or communications are linked with that individuals specific file works well and could be very useful to many individuals.
Cons
  • Unlike Salesforce, PipelineDeals isn't as good about tying other people's contact info and communications to a single person, for instance creating accounts for a company and then having multiple people within that company. If this functionality exists and I'm not proficient with it, I'm not clear on the best way to keep it all organized and it isn't obvious.
  • It is strictly a sales CRM, so there are many features that aren't particularly relevant outside of a sales setting, such as dollars within a pipeline or Hot/Cold markers that aren't that great of markers or notifications for the things I require.
Likelihood to Recommend
It's very suited if you are doing sales, and it can be applied to other use cases in terms of outreach, as I've been able to do, but it's not a perfect fit and it will require some customization to get the best use out of it, but that's likely true of any CRM.
Return on Investment
  • More organization and efficiency
  • Quicker operations
  • Deeper insights into databases, data
Alternatives Considered
PipelineDeals is cleaner looking than Salesforce or Cbiz and offers comparable customization. But PipelineDeals will also now be able to integrate with MailChimp, which is very good for our purposes, and while we can't get all the customization we'd like out of it, we've been able to use it for many purposes.
Likelihood to Renew
7
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.

Pipeline Deals: A Better Tool To Help You Sell

Rating: 10 out of 10
Incentivized
January 28, 2015
JM
Jason Montoya
CEO
JasonScottMontoya.com (Marketing and Advertising, 1-10 employees)
Vetted Review
Verified User
Pipeline CRM
4 years of experience
View profile
Use Cases and Deployment Scope
Pipelinedeals.com was used primarily to manage our contacts, leads and deals for our sales and marketing efforts. There was some use by our project management team in the initial stages of working with our clients. We set up various tags, lead and deal stages and reports to quickly access the information we needed when we needed it. The extent of the reporting gave us visibility to see where our leads were coming from and what type of deals were closing. After years of data, there were great reports we were running to assess our progress over time.
Pros
  • 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.
Cons
  • There was not really anything it didn't do well that had an impact on our organization.
Likelihood to Recommend
Pipeline Deals is a great resource to quickly implement a CRM. It is easy and fast to set up an account, import your date and start using it. Both basic and advanced users will value the tool. If you are looking for something extremely simple (like Highrise HQ), this may not be the best fit.
Pipeline CRM Feature Ratings
Sales Force Automation (9)
62.22222222222222%
6.2
Customer data management / contact management
90%
9.0
Workflow management
70%
7.0
Territory management
N/A
N/A
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
80%
8.0
Quote & order management
N/A
N/A
Interaction tracking
90%
9.0
Channel / partner relationship management
70%
7.0
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
45%
4.5
Lead management
90%
9.0
Email marketing
N/A
N/A
CRM Project Management (2)
65%
6.5
Task management
70%
7.0
Billing and invoicing management
60%
6.0
CRM Reporting & Analytics (3)
96.66666666666666%
9.7
Forecasting
90%
9.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
75%
7.5
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
N/A
N/A
API for custom integration
100%
10.0
Security (1)
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
40%
4.0
Social data
80%
8.0
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
Return on Investment
  • Visibility. Tracking and seeing our activity increased our productivity.
  • Encouraging. Seeing our progress made it more encouraging to keep going when things were hard.
  • Tracking ROI: Our ability to see our ROI on our marketing and sales efforts was powerful in adjusting our efforts as a company.
  • Followup Efficiency: Knowing who we need to reach out to and when is very helpful when managing multiple contacts and leads.
Alternatives Considered
We originally used Highrise HQ and it was great for a while. Unfortunately, the simplicity and lack of reporting sent us looking for a new alternative solution. When we came across Pipelinedeals.com, it seemed to fit our needs perfectly. We signed up for a trial and began using it. We never stopped.
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