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Pipeline CRM

CRM for Salespeople, by Salespeople·pipelinecrm.com

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Pipeline CRM is a cloud-based sales CRM platform built for small to mid-sized businesses and field sales teams. It provides visual sales pipeline management, lead management, sales automation, contract management with native eSign, and marketing tools such as automated email campaigns and an AI email assistant. The platform also includes reporting and forecasting, mobile apps for iOS and Android, map views/route planning for field sales, and integrations with tools like Gmail, Outlook, QuickBooks, Mailchimp, and Zapier. It was formerly known as PipelineDeals.

What it's for

Visual sales pipeline tracking and deal managementSales team performance and activity trackingLead management and prospecting with Kanban boardsSales workflow automation (lead routing, follow-ups, task assignment)Contract generation and eSignatureAutomated email drip campaigns and bulk outreachTwo-way email sync with Gmail and OutlookSales forecasting and custom reportingEmbeddable lead forms feeding directly into the CRMField sales route planning and mappingProject management linked to deals, companies, and contactsIndustry-specific CRM for construction, manufacturing, real estate, financial services, and logistics

Features 19

  • AI Email Assistant
  • Automated email campaigns / drip sequences
  • Contract management with native eSign
  • Custom fields, deal stages, and pipelines
  • Email validation service
  • Kanban board view
  • Lead management and lead forms builder
  • Map views and route planning
  • Mobile CRM app (iOS and Android)
  • On-demand data enrichment
  • Project management (linked to deals, companies, contacts) with List, Kanban, and Gantt/Timeline views
  • REST API for custom integrations
  • Sales automation with no-code workflows
  • Sales forecasting and reporting dashboards
  • Single sign-on (SSO)
  • Two-way Gmail and Outlook email sync
  • Unlimited file storage
  • User permissions and role-based access
  • Visual sales pipeline management

At a glance

free trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb, iOS, Android
LanguagesEnglish
Forsmall to mid-sized businesses, field sales teams, SMBs
CompanyPipeline CRM · 2006

Integrations

GmailOutlookQuickBooksQuickBooks OnlineMailchimpApolloZapier

Resources

Pricing

Prices are per user per month. Annual billing gives a lower effective monthly rate (Start $25, Develop $33, Grow $49) versus month-to-month billing (Start $29, Develop $39, Grow $59). Enterprise pricing is custom/quote-based. Add-ons (Data Enrichment, Email Validation, Pipeline Connect) are separate flat monthly fees available on any plan tier.

Start$29/user/mo

Annual billing saves $48/user per year vs monthly billing

1 Sales Pipeline, 250 Deals per account (Active deals), Unlimited file storage

Develop$39/user/mo

Annual billing saves $72/user per year vs monthly billing

2 Sales Pipelines, 2,500 Deals per account (Active deals), Unlimited file storage

Grow$59/user/mo

Most popular plan; the 14-day free trial runs on the Grow experience; annual billing saves $120/user per year

5 Sales Pipelines, Unlimited Deals per account (Active deals), Unlimited file storage

EnterpriseQuote

Custom pricing; contact sales

20 Sales Pipelines, Unlimited Deals per account (Active deals), Unlimited file storage

Last checked 20 days ago·