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
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
Integrations
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.
Annual billing saves $48/user per year vs monthly billing
1 Sales Pipeline, 250 Deals per account (Active deals), Unlimited file storage
Annual billing saves $72/user per year vs monthly billing
2 Sales Pipelines, 2,500 Deals per account (Active deals), Unlimited file storage
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
Custom pricing; contact sales
20 Sales Pipelines, Unlimited Deals per account (Active deals), Unlimited file storage
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