Pipeline CRM

About Pipeline CRM

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.


Key benefits of Pipeline CRM

  • 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!

  • Images

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

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    Reviews

    Overall rating

    4.3 /5
    (619)
    Value for Money
    4.4/5
    Features
    4.0/5
    Ease of Use
    4.3/5
    Customer Support
    4.4/5

    Already have Pipeline CRM?

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

    Showing 5 reviews of 619
    Mark
    Overall rating
    • Industry: Management Consulting
    • Company size: 11–50 Employees
    • Used Daily for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    PipelineDeals, Say "Goodbye" to Manual Reporting!

    Reviewed on 05/02/2019

    For a company that previously used Excel, implementing PipelineDeals has been a major complement to...

    For a company that previously used Excel, implementing PipelineDeals has been a major complement to our business. My sales department relies solely PipelineDeals to manage our CRM. We have yet to truly dig deep into the capabilities because we are so happy today!

    Pros

    PipelineDeals has allowed us to track our business, from initial prospecting to closed deals. With the organization of the data, and the ease of customizing views, we've been able to create reports that help our leadership to support our efforts!

    Cons

    Anytime I've encountered a problem, it's either been solved or added to the developers list. I do wish I could do more customized reporting, but then again I probably haven't studied enough to know what I can do.

    Renee
    Overall rating
    • Industry: Computer Software
    • 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 6.0 /10

    Excellent Value!

    Reviewed on 10/02/2019

    Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is...

    Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is easy to teach to new employees and easy to use on a day-to-day basis.

    Pros

    PipelineDeals is very easy to use. I like how the deal, company and people as well as all communication to with the people is rolled into one easy to read page. Adding new fields is also very easy to do - as well as adding new lines to the fields.

    Cons

    What I like about PipelineDeals is that it isn't as complex as other CRM systems. With that said - there are some workarounds - like adding communications with people via bcc on email - that are very cumbersome and not intuitive.

    Howard
    Overall rating
    • Industry: Financial Services
    • Company size: 2–10 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Have used the product for 7 years and I think it's the best CRM out there by far

    Reviewed on 16/11/2017

    AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they...

    AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they click on an embedded hyperlink be at a YouTube video a PDF whichever you know in real time. There's built-in redundancy and overlap here which is actually quite useful. As splash screen is generated in real time when that activity takes place. In addition there's a icon with a chronological indication of who clicked on what and thirdly you can go into the deal profile and see everything that they put down whenever you choose. The integration with Google for work is tight and very well done. There's an icon that goes into Chrome that allows you to click on it and when someone has connected with you on LinkedIn it auto-populates your pipelinedeals with their contact information saving you a lot of copy and paste activity from LinkedIn. When are various team members have to look at or touch her file we know who has done what when in a way that's very intuitive. The software learning curve is trivial for new people coming on board. The tech support is American based and primarily young ladies with nice voices. If you have a problem they actually give no attention at solving your problem. I can go on and on but the best sale is using the product for free for 2 weeks on a trial version. I have used the software for 7 years and it's my favorite software it's made me a lot of money.

    Pros

    Amazing email and Link tracking on outbound emails. Best support in the industry. They understand the sales process adult the software package around that.

    Cons

    The Android cell version is not as robust as I would like but frankly I never use it anyways since the cell phone has two little real estate to be a value

    Ian
    Overall rating
    • Industry: Retail
    • Company size: 51–200 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

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

    Inside Sales Help

    Reviewed on 08/02/2019

    Again I do not have a lot of experience with Pipeline, but what I do have I really enjoy. It makes...

    Again I do not have a lot of experience with Pipeline, but what I do have I really enjoy. It makes it very convenient to follow up with leads which is important to me.

    Pros

    Personally I like how easy it is to access all of my deals with just a couple of clicks. Also as an inside sales representative, in my particular profession, I do not see a lot of leads that I need to follow up on so the ones that I do need to follow up on are that much more important. Pipeline Deals helps organize and reminds me daily about which leads I need to follow up on. It also allows me to make custom notes and set various times and dates in which I am reminded to follow up.

    Cons

    I haven't used Pipeline deals for a long time, but one thing that I would like to be able to do is upload my quotes onto pipeline deals. It would be nice to have that information attached to the customer's profile for quick access.

    Jeff
    Overall rating
    • Industry: Transportation/Trucking/Railroad
    • Company size: 51–200 Employees
    • Used Daily for 2+ years
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Value Packed

    Reviewed on 08/02/2019

    I have used PipelineDeals as a Sales Manager with numerous sales people and various collaborators...

    I have used PipelineDeals as a Sales Manager with numerous sales people and various collaborators and as an independent sales person and in both cases it has provided the the results myself and my team were after. It is the best value out there.

    Pros

    Unlike larger, canned CRM’s, PipelineDeals gives you basic yet pertinent, actionable data interaction without layers of irrelevant options to navigate.

    Cons

    I really don’t have anything other than sometimes it can feel a bit slow but it has never held me up and the mobile app could be made easier to use but it does get the job done.

    Showing 5 reviews of 619 Read all reviews

    Pipeline CRM FAQs

    Below are some frequently asked questions for Pipeline CRM.

    Pipeline CRM offers the following pricing plans:

    • Starting from: USD 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 CRM has the following typical customers:

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

    Pipeline CRM supports the following languages:

    English

    Pipeline CRM supports the following devices:

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

    Pipeline CRM 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 CRM offers the following support options:

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

    Related categories

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