Skip to main content
TrustRadius
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…

Read more

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...
Continue reading
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...
Continue reading
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
Log in with LinkedIn to see content from your network
Return to navigation

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
Return to navigation

Product Demos

Welcome to Pipeline CRM!

YouTube
Return to navigation

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
Return to navigation

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).
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews From Top Reviewers

View all reviews
(1-5 of 6)

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.

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 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.

Simplicity for the win!

Rating: 7 out of 10
Incentivized
September 24, 2020
Verified User
C-Level Executive in Information Technology
Insurance Company, 201-500 employees
Vetted Review
Verified User
Pipeline CRM
7 years of experience
Use Cases and Deployment Scope
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 being automatically created. Leads are then automatically pulled from PipelineDeals to start a contract. We also have integrations in place to automatically updated deals once the contract is finalized.
Pros
  • User interface.
  • API integrations.
  • Configurability.
Cons
  • Marketing.
  • Email integrations.
Likelihood to Recommend
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.

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.
Return to navigation