About Pipeline

Most sales leaders believe their bottom line and growth is affected by having inaccurate and incomplete sales data. Choose a CRM that your sales team will actually use so you can make business decisions based on data you trust, not a gut feeling. PipelineDeals is the most adopted CRM with 83% user adoption, compared to 61% adoption by Salesforce or Dynamics 365 (validated by G2Crowd).

PipelineDeals is a powerful CRM to help you streamline operations, standardized processes, and ensure service levels are being met. Shift culture to absolute accountability and transparency. Create better process, habits, and behaviors. Increase revenue and profitability.

30-Day, 100% satisfaction guarantee or your money back. We're so confident you'll love PipelineDeals CRM, that we're offering a 100% money back guarantee within 30-days of purchase. No questions asked.

Pricing starting from:

US$29.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Pipeline

  • Create 100% custom deal stages to match your sales process and how your sales reps actually sell. Get visibility into your business's sales pipeline, see exactly where each prospect is in your sales process and use forecasting tools to understand which deals are stuck and which are scheduled to close and win by sales rep.

  • Add unlimited custom fields for contacts, deals, and companies to your CRM so your business has the flexibility to capture and report on any type of data that is useful to your business. Set fields as optional or required to improve compliance.

  • One version of truth - Centralize all pre and post sale customer activities from siloed data sources and systems, to single point of entry. Make business decisions based on data you trust, not on gut feelings.

  • Free up skilled talent resources & get actionable & timely insights - Build infinite types of charts and graphs in minutes, not weeks. Save hours and days pulling data from multiple sources and trying to make sense of it all. No data scientists or engineering skills needed. Free up skilled data science talent resources for other business critical initiatives. Make better and faster decisions, proactively address business problems instead of react to fires.

  • Cut your operating expenses - Save big on total cost of ownership of your CRM. Save over 50% on per user monthly license compare to Salesforce and save $99k+ a year on CRM admin. As business needs evolves, ongoing customizations will continue at some level post initial CRM implementation. Making ongoing changes is super intuitive, fast, and does not require specialized skills or a 3rd party vendor.

  • Go Mobile - Take advantage of our dedicated apps for iPhone and Android. Update your deals, record activities with your clients, and map to your prospect's workplace on-the-road.

  • All customer data is protected, SOC 2 certified - Unlike with spreadsheets, all customer data in your CRM is centralized in one place and is always up-to-date, so that you can protect and restrict access to your company's most valuable asset when employees leave.

  • World Class Live Technical Support - Free US based live technical support from our team of CRM experts over the phone, email, and online chat. We're an extension of your team! Calls are answered in
    10 seconds, live chats are answered in 20 seconds, emails responded to within 20 minutes during business hours. 96% Customer satisfaction rating!
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Australia, Canada, United Kingdom, United States

    Supported Languages

    English

    Pricing starting from:

    US$29.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

    Pipeline Software - Get organized to accomplish more in less time.
    Pipeline Software - Stay on top of all your team's activities.
    Pipeline Software - Keep selling on the go with iOS and Android.
    Pipeline Software - Slice and dice your data with just a few clicks.
    Pipeline Software - Quickly customize reports with the information you need.
    Pipeline Software - Receive daily pipeline updates in your inbox.
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    Pipeline video
    Pipeline video
    Pipeline Software - Get organized to accomplish more in less time.
    Pipeline Software - Stay on top of all your team's activities.
    Pipeline Software - Keep selling on the go with iOS and Android.
    Pipeline Software - Slice and dice your data with just a few clicks.
    Pipeline Software - Quickly customize reports with the information you need.
    Pipeline Software - Receive daily pipeline updates in your inbox.
    Pipeline Software - 7
    Pipeline Software - 8
    Pipeline Software - 9
    Pipeline Software - 10
    Pipeline Software - 11
    Pipeline Software - 12

    Features

    Total features of Pipeline: 64

    • API
    • Access Controls/Permissions
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Appointment Scheduling
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Campaign Analytics
    • Campaign Management
    • Commenting/Notes
    • Contact Database
    • Contract/License Management
    • Customer Database
    • Customisable Branding
    • Customisable Templates
    • Customizable Fields
    • Data Import/Export
    • Document Storage
    • Email Management
    • Email Marketing
    • Email Templates
    • Engagement Tracking
    • Field Sales Management
    • Forecasting
    • Goal Management
    • Goal Setting / Tracking
    • Internal Chat Integration
    • Lead Capture
    • Lead Distribution
    • Lead Nurturing
    • Lead Qualification
    • Lead Segmentation
    • Live Chat
    • Marketing Automation
    • Mobile Access
    • Opportunity Management
    • Performance Metrics
    • Pipeline Management
    • Pipeline Reports
    • Prospecting Tools
    • Quotes/Estimates
    • Real-time Updates
    • Referral Tracking
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Role-Based Permissions
    • Sales Forecasting
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Search/Filter
    • Segmentation
    • Shared Contacts
    • Social Media Integration
    • Source Tracking
    • Task Management
    • Task Scheduling
    • Template Management
    • Territory Management
    • Workflow Management

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    Reviews

    Overall rating

    4.4 /5
    (616)
    Value for Money
    4.4/5
    Features
    4.0/5
    Ease of Use
    4.3/5
    Customer Support
    4.4/5

    Already have Pipeline?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 616
    Michael
    Overall rating
    • Industry: Environmental Services
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Its not Salesforce, but it also won't bankrupt your small business

    Reviewed on 7/4/2020

    Overall, this was the solution my company needed. We had used Salesforce long before I was on...

    Overall, this was the solution my company needed. We had used Salesforce long before I was on staff, and it was too costly to keep using. When I was onboarded there was no CRM being used, and that had to change. Pipeline Deals gave us all the functionality we needed at a much much lower cost and barrier to entry.
    Highly recommended.

    Pros

    This is a very powerful CRM solution. As I was looking for solutions I came across quite a few that were reviewed by many sites. Pipeline Deals consistently was in the top tier of CRMs for SMB companies.
    I watched a few online demos and reviews before reaching out to their team. I was quickly assigned a representative that walked my team through a live demo and set us up with a POC trial. After our trial ended we signed up and were off. Setting up Pipeline Deals was quite easy, as the software can conform to your needs. Almost all fields are fully customizable, however this did take some getting used to, to see how changes were reflected as a whole in pipeline view.

    Overall, great product for a lot less than what Salesforce, Salesloft of Hubspot might run you.

    Cons

    As a smaller company some of the integrations that other CRMs have were either missing or lacking. However, Pipeline Deals is getting better about innovation. One of my favorite shortcuts they rolled out was a LinkedIn plugin, this allowed for you to connect with somebody on linkedIn and in one click import them into your CRM. However, many times it would populate the fields with incorrect info or just generic info like where their company was headquartered instead of where that employee was actually located.
    Additionally, at times the APIs for some of these newer services would change, and then the features would not work.

    Alternatives Considered

    Zoho CRM

    Reasons for Choosing Pipeline

    Cost was too high on Salesforce.

    Switched From

    Salesforce Sales Cloud

    Reasons for Switching to Pipeline

    It seemed to have a better user experience
    Farhan
    Overall rating
    • Industry: Electrical/Electronic Manufacturing
    • Company size: 11-50 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Pipeline deals for post sales CRM

    Reviewed on 5/2/2019

    Our company uses Pipeline deals for Post sales CRM. We have a lengthy post sales process which...

    Our company uses Pipeline deals for Post sales CRM. We have a lengthy post sales process which includes customer installation of our hardware, online training for customers, subscription renewals with customers and warranty follow ups with clients.

    In order for us to make our product successful for each customer, it is very important that our team proactively reaches out to the customers regularly to help them out with our product. With each customer attended properly, it results in subscription renewals and product success. Pipeline deals made it an easy task for us. We can schedule our follow ups and add activities in the activities tab every time an interaction takes place. We can also add our custom options and update them on pipeline deals (e.g warranty dates, training status, customer satisfaction level etc). It is easy to see which customers need to renew each month by applying filters.

    Pros

    -The ability to create custom filters and tabs and then search for customers depending on those.
    -Ability to quickly add activities and then review status or import the entire thing to an excel sheet.
    -The support has been very helpful. When setting up our helpdesk on Freshdek, we needed all our deals and data organized for us. Pipeline deals support helped us on getting the data in the right format and at the right time.

    Cons

    Our helpdesk is running via freshdesk. We are unable to link freshdesk tickets to our deals on pipeline deals.

    Joel
    Overall rating
    • Industry: Internet
    • Company size: 11-50 Employees
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support

    Great for Small Business Sales Teams

    Reviewed on 31/3/2016

    My company has used Pipeline Deals since around the time they started. We were a very early...

    My company has used Pipeline Deals since around the time they started. We were a very early customer. I started with one sales person and have moved up to about 10 today. The system works great for this size sales team. It's not cumbersome to use as a central system for a small team to stay organized. I highly recommend it to anyone with a sales force in that range. I can't speak to it's scale above that as its my experience up to 10 active reps.

    They have taken what was a massive set of things reps would need to do in some of the other online systems (lets call it OVERKILL) and boiled it down to activity, opportunities, and centralized performance measurement. Its got all the bells and whistles you need... while not overwhelming you (as the sales manager/owner) or your reps with tons of required extras that clutter their ability to move fast and keep selling.

    Pros

    The BEST small biz sales relationship management tool we've used (7+ years now every single day)
    Very intuitive interface.
    Amazingly powerful API (if you want to code connect it to your own systems)
    Great customer support team (you talk to real people, in the real office)
    Extremely powerful list filtering and saved reports tools
    Constantly adding new features and enhancements to make it more powerful without more "clutter"

    Cons

    The actual "finished" reporting built-in for sales performance, historicals, trending, etc is lacking quite a bit as far as "management" type reporting goes [its almost all list based reports, no roll ups, etc... you can see everything, but its not presented in any customized executive way, reason I think it works well for smaller teams. But without better aggregation, I dont think it would be fun to manage 25+ reps on something like this]. (It can be done with outside graphing and custom tools using their API but not everyone can do that). Real-Time, Customizable, Formatted Reporting for "summary/trend management" would make this thing a 10 out of 10 !

    Mason
    Overall rating
    • Industry: Automotive
    • Company size: 2-10 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 9.0 /10

    User-friendly

    Reviewed on 22/8/2022

    Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way...

    Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way that you can customize it

    Pros

    The functionalities on pipeline very customizable you can use this for track and sales you can also use this afternoon customer converts

    Cons

    You have to have accurate data if not you have to build it out and then it’s time consuming

    Alternatives Considered

    Pipedrive

    Reasons for Choosing Pipeline

    Looking for something different

    Switched From

    Salesforce Service Cloud

    Reasons for Switching to Pipeline

    Price
    Terry
    Overall rating
    • Industry: Telecommunications
    • Company size: 11-50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 8.0 /10

    Experiences With PipelineDeals

    Reviewed on 5/2/2019

    My job as the Marketing Adviser is to schedule appointments for my team. I have only used...

    My job as the Marketing Adviser is to schedule appointments for my team. I have only used PipelineDeals the past 4 months. It is an absolutely terrific way to keep on top of deals falling through the cracks, calendar schedules, my tasks and agendas. They even have a phone application. I know once we get all our calendars synchronized my job will be much better. PipelineDeals is a great asset to have to carry on my work, as I work remotely in Minnesota for my team in Southern California.

    Pros

    I love the communication part of the services because you are able to share deals and the tracking capabilities are awesome For instance If I add a Person it will let me automatically create a Company and then from there I can create a Deal and track the progression. The reminders of task, agendas and scheduled meeting calendar reminders allow me to have a flow of business throughout the day. I have so much more to learn - PipelineDeals has training at least two or more times a week and they also supply all different training modules. I have a terrific contact that is a live person for a Success Coach who is more than willing to assist our team.

    Cons

    One area would be better is that now I know to create the Person 1st and the Company will be created right then, however not all the company information shows and so I need to create and retype all the information again, like the address, phone number, email etc. Then two addresses show up. It would be nice when you create the person you create the company, deal with all pertinent information at the same time - then when you add a new person to the deal all that information populates for them that is attached to the company and deal. Also the ability to isolate the deals lost so they do not show up in the whole list-but they are there so your percentages of win-losses are calculating.

    Showing 5 reviews of 616 Read all reviews

    Pipeline FAQs

    Below are some frequently asked questions for Pipeline.

    Pipeline offers the following pricing plans:

    • Starting from: US$29.00/month
    • Pricing model: Subscription
    • Free Trial: Available

    14-day free trial, no credit card required. Start: $25 per user, per month (billed annually) Develop: $33 per user, per month (billed annually) Grow: $49 per user, per month (billed annually) Custom plans are also available for larger teams.

    Pipeline has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

    Pipeline supports the following languages:

    English

    Pipeline supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    Pipeline integrates with the following applications:

    123FormBuilder, Bedrock Data, Bitium, Callmaker, Geckoboard, Gmail, Google Calendar, Google Docs, Google Drive, Google Workspace, Help Scout, INinbox, LinkedIn for Business, Mailchimp, Microsoft Excel, Microsoft Outlook, Operations Hub, Quickbooks Online, RightSignature, Userlike, WebMerge, Yesware, Zapier

    Pipeline offers the following support options:

    Email/Help Desk, Knowledge Base, Phone Support, Chat

    Related categories

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