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Pipeline CRM Overview

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What is Pipeline CRM?

Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry. What makes Pipeline CRM different? Our award-winning Customer Support sets us apart. In 2024, we achieved a 98% customer satisfaction rating, with real human support available in minutes via live chat. Plus, our built-in AI Email Assistant, Smart Agenda, and automated sales workflows make managing deals easier than ever. From custom lead tracking to advanced sales reporting and forecasting, you’ll have all the tools you need to scale your business effortlessly. Trusted by 9,000+ users in 60 countries, Pipeline CRM is built for sales teams that want a simple yet powerful CRM that grows with them. Sign up for a 14-day free trial today and see why teams choose Pipeline to accelerate sales!

Pipeline CRM Details
Product Website
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Pipeline CRM Community
Languages Supported
English
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Product Description

Pipeline CRM is the first sales productivity platform to combine sales engagement and CRM in one simple app

How do you position yourself against your competitors?

Most sales leaders believe their growth is affected by having inaccurate and incomplete sales data. Imposing a CRM that makes tasks more difficult for sales reps will lead to low CRM adoption. 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. Pipeline CRM is the most adopted CRM with 83% user adoption, compared to 76% adoption by Salesforce or 61% adoption by Dynamics 365 (validated by G2Crowd).

Seller Details
Seller
Pipeline CRM
Company Website
Year Founded
2006
HQ Location
Seattle, WA
Twitter
@PipelineDeals
2,920 Twitter followers
LinkedIn® Page
www.linkedin.com
32 employees on LinkedIn®
Phone
+1 (866) 702-7303
Description

Pipeline CRM is a customer relationship management software designed to streamline sales processes and enhance team collaboration. It offers features such as pipeline management, task automation, and reporting tools, enabling businesses to manage their customer interactions effectively. The platform is user-friendly and customizable, catering to the needs of various industries. For more information, visit their website at https://pipelinecrm.com/.

YG
Overview Provided by:
Yuriy Golovko

Pipeline CRM Integrations

(1)
Verified by Pipeline CRM
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Salesforce Sales Cloud

Recent Pipeline CRM Reviews

GM
Gabriel M.Small-Business (50 or fewer emp.)
5.0 out of 5
"could not access my saved deals lists"
visibility to all aspects of our business deals
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Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Great customer service, quick responses"
I like the customer support features and the fact I can view when customers open emails.
Read more
RK
Ray K.Small-Business (50 or fewer emp.)
4.5 out of 5
"Incredibly helpful!"
It makes my life so much easier! So helpful to me!
Read more

Pipeline CRM Pricing

Start
Starting at $25.00
Develop
Starting at $33.00
Grow
Starting at $49.00
See all 3 Pipeline CRM pricing levels

Pipeline CRM Media

Pipeline CRM Demo - PipelineDeals homepage
All your critical information in one place
Pipeline CRM Demo - PipelineDeals deals list view
Manage everything about your deals in one place
Pipeline CRM Demo - PipelineDeals mobile app
Leave your computer, but don't leave your pipeline.
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Video Reviews

Review by Jarod B.
Pipeline CRM review by Jarod B.
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Fantastic CRM for the price
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938 Pipeline CRM Reviews

4.4 out of 5
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Pipeline CRM Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Pipeline CRMQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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Verified User in Facilities Services
UF
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Pipeline CRM?

Intuitive, easy to navigate, tied to my outlook. Keeps records of last communication/interaction with customer. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

I know there are features but I just don't have time to learn them all so I can make full use. I also wish I could search by address. I am limited to deals, people, company. Review collected by and hosted on G2.com.

Recommendations to others considering Pipeline CRM:

Seamless integration with zoom info Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

I use Pipeline CRM to track activities and give my boss reports and visibility. That way I don't have to drop what I do to give him a report. It's also a great way to document emails, calls, etc. Review collected by and hosted on G2.com.

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Response from Ashley Whitney of Pipeline CRM
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We appreciate your detailed review. We are always here to help if you have any questions about how to make the most of your account by learning about new features. Our team can always be reached at customercare@pipelinecrm.com.

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PH
VP of Business Development
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Pipeline CRM?

The ease of use, negotiating between leads and deals, tracking assignments, data and progress. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Wish it tied to other outside email products. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

Keeping track of expected revenue for multiple events running simultaneously. It works as a great self-motivation tool to keep abreast of many leads at the same time in any direction. Review collected by and hosted on G2.com.

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Verified User in Food & Beverages
AF
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Pipeline CRM?

It has exactly the features I need and none of the features I don't need. I can track people, companies, and deals, and create tasks for myself and others quickly and easily. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

I wish that it could track prior employers, so that when a person moves from one company to another it would automatically create a record of that Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

We manage all of our business development efforts through the pipeline. The benefit is that our distributed team can easily see the history of interactions and who is responsible for what. Review collected by and hosted on G2.com.

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DS
Security Analyst
Information Technology and Services
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Pipeline CRM?

the different stages of the lead's journey until Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

It would be nice if it was easier to organize Mass Email lists and campaigns. Review collected by and hosted on G2.com.

Recommendations to others considering Pipeline CRM:

the expected value you'll get from all opportunities. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

the stages that your sales rep goes through to convert a lead into a customer. Review collected by and hosted on G2.com.

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JH
sales manager
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Pipeline CRM?

I like the simplicity of their platform. Other CRMs are challenging to navigate & I've been with Pipeline for over ten years, and I'm thrilled. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

They don't have a lot of support over holidays if something goes wrong. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

Keeping organized and track of my new & upcoming sales Review collected by and hosted on G2.com.

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Verified User in Management Consulting
UM
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Pipeline CRM?

The amount of customization that PipelineDeals allows is for us as a company the most important feature. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Being a Brazilian company and writing in Portuguese is essential to us. The difficulty that the software has in recognizing special characters such as: é á ç ã bother us. Review collected by and hosted on G2.com.

Recommendations to others considering Pipeline CRM:

I recommend PipelineDeals and believe it delivers what it offers for a fair price. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

We want to keep our sales pipeline and also project deliverables accurate and PipelineDeals allow us to do that. Review collected by and hosted on G2.com.

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RA
S
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Pipeline CRM?

pipeline's ease of use is way better than any other CRM tool i have used Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

reporting could be improved, or I could see use some additional training Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

being able to effectively track activity and review and update my funnel quickly and easily Review collected by and hosted on G2.com.

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Verified User in Higher Education
AH
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Pipeline CRM?

Unlimited custom fields

Great customer service

Ability to move custom fields on individual user pages Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

The lack of "and" & "or" in filtering capabilities

Occasional delay in updating synced emails

The daily limit of outgoing emails is inconvenient Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

Creating specific marketing lists based on the information in our custom fields saves time and allows us to send and track campaigns easily.

Availability of information in Person Details and other custom fields saves our staff time when working with students. Review collected by and hosted on G2.com.

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Verified User in Pharmaceuticals
UP
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Pipeline CRM?

I really like the simplicity and how well structured it is. It enables multiple functions at one place! Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

I would like a video with instructions for beginners, that will really help Review collected by and hosted on G2.com.

Recommendations to others considering Pipeline CRM:

It's really good managing data and keep tracks

If you are new user, you will really enjoy it! Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

You can solve and organise the customer relationship managements and you can avoid errors on sales data Review collected by and hosted on G2.com.

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Verified User in Automotive
UA
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Pipeline CRM?

I like how everything comes together simultaneously in one place in such an organized and simple way. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

There are some features that I would like to add, for instance when one person is editing, many others can edit the same text box, but it doesn't save everyone's edits. Review collected by and hosted on G2.com.

Recommendations to others considering Pipeline CRM:

Pipeline provides a vast but simple and organized way to keep all records in one place. If you are looking to have many or even a single collaborator(s) keep a record, this is the platform to do it on. It links with websites and email accounts to provide an even better and connected experience. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

Everything is in one place in such a simple and organized way. Review collected by and hosted on G2.com.

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