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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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Recent Reviews

TrustRadius Insights

Pipeline CRM, also known as Pipelinedeals.com, offers a range of use cases that cater to sales and marketing efforts. Users appreciate the …
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Simplicity for the win!

7 out of 10
September 24, 2020
Incentivized
We are currently using PipelineDeals as our B2B and B2C sales CRM. We also have it fully integrated with our digital contracting software …
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Popular Features

View all 31 features
  • Customer data management / contact management (5)
    8.0
    80%
  • Workflow management (5)
    8.0
    80%
  • Opportunity management (5)
    8.0
    80%
  • Integration with email client (e.g., Outlook or Gmail) (5)
    4.0
    40%
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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 7.5

Marketing Automation

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

5
Avg 7.5

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 7.6

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 7.2

Integrations with 3rd-party Software

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

4.6
Avg 7.1

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 and Ratings

(18)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Pipeline CRM, also known as Pipelinedeals.com, offers a range of use cases that cater to sales and marketing efforts. Users appreciate the ability to track and categorize leads based on various criteria such as size, location, opportunity, salesperson, and referral source. This allows for efficient lead management and helps users stay organized. Another common use case is project management, where the software is utilized during the initial stages of client work. It enables the project management team to set up tags, lead and deal stages, and reports to quickly access relevant information in one centralized location.

The reporting capabilities provided by Pipeline CRM are highly valued by users as they offer visibility into lead sources and deal closure rates over time. This allows businesses to make data-driven decisions and optimize their sales strategies. Additionally, companies in the media industry find Pipeline Deals useful for maintaining databases of individuals invited to appear on their radio shows or contribute to their sites. The software helps organize contacts by industry and title, making it easier to manage communication and collaborations.

While PipelineDeals fulfills many needs of its users, some have expressed a desire for more advanced features such as stronger tracking capabilities, a robust sales console, advanced dashboards, customizability, and predictive analytics. However, despite these limitations, PipelineDeals has been chosen over other CRM services for its comprehensive features that address both front-of-house operations and back-office financial and provisioning operations. It is widely used across organizations to improve lead generation, sales fulfillment, and future customer follow-up. Integrations with digital contracting software and lead vendors further streamline processes by automatically creating leads and initiating contracts. Overall, PipelineDeals serves as an effective B2B and B2C sales CRM solution for businesses looking for a centralized platform to manage their sales pipeline efficiently.

Flexibility: Users have found the flexibility of Pipeline CRM to be a major advantage, allowing them to set it up according to their specific needs and preferences. Several reviewers have mentioned that this level of flexibility has been crucial in adapting the software to fit their unique business requirements.

Customization: The level of customization offered by Pipeline CRM has exceeded the expectations of many users. They appreciate the ability to tailor the platform beyond what they initially expected or needed. This high degree of customization has allowed them to create a CRM system that aligns perfectly with their business processes.

Ease of use: Reviewers consistently highlight the ease of use of Pipeline CRM, emphasizing that despite its powerful capabilities, navigating and effectively using the platform is always straightforward. They appreciate how intuitive it is to browse through large groups of data, create custom filters, and manage tasks and events tied to specific individuals.

User Interface: Some users have found the user interface of Pipeline CRM to be lacking, particularly on the iPad app. They feel that there is room for improvement in terms of design and usability.

Organization of Contact Information: Several reviewers have expressed difficulty in organizing contact information and communications for multiple people within a company using Pipeline CRM. They find it unclear how to keep everything organized and believe that the functionality for tying other people's contact info and communications to a single person falls short compared to Salesforce.

Limited Relevance Outside Sales Setting: A number of users have mentioned that Pipeline CRM is strictly focused on sales and lacks features that are relevant outside of a sales setting. Specifically, they feel that features like tracking dollars within a pipeline, hot/cold markers, and notifications do not meet their requirements for non-sales purposes.

Users commonly recommend Pipeline CRM for managing data and keeping track of information. They suggest trying out the application, especially for small businesses. Many users highlight the great support provided by Pipeline CRM and find it easy to use and intuitive. They believe every company should be using Pipeline CRM and appreciate its integration with other tools.

Another common recommendation is to take advantage of the trial version before purchasing. Users find Pipeline CRM to be an excellent value for the price and a good fit for small businesses. They recommend it for managing and tracking pipelines, mentioning its good structure for sales flow.

Users also suggest trying Pipeline CRM for quickly implementing a CRM system, as it is user-friendly and efficient. They mention that it helps increase customer reach, productivity, and performance. Adding more information to maximize its effectiveness is emphasized.

Overall, users believe that Pipeline CRM is essential for their company and has been the best business decision they've made. It is highly recommended, especially for small business sales teams, as it helps manage a large number of deals and keep track of action items.

Although some users recommend exploring other products as well, they acknowledge that Pipeline CRM is a good option for those who need more than a simple to-do list or spreadsheet. Users also note the affordability and up-to-date features of Pipeline CRM.

However, there are some limitations mentioned by users. The platform can be slow at times, and handling multiple leads under the same business can be challenging. Users also mention that account management may need to be supplemented with additional procedures and methods.

Some users recommend checking out other alternatives like Salesforce or Infusionsoft. They believe these alternatives may offer additional features or customization options that PipelineDeals lacks. However, they acknowledge that PipelineDeals is great for forecasting, easy to use, provides good value, and offers excellent customer support.

In conclusion, users commonly suggest using Pipeline CRM for managing data and tracking information. They appreciate its solid features, reasonable flexibility, and integration with other tools. Users highly recommend giving Pipeline CRM a try, especially for small businesses or those in need of an efficient CRM solution.

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