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Pipeline CRM Review

Pipeline CRM
Pipeline CRM

Sales and Prospecting CRM

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Pipeline CRM is a prospecting CRM built for growing sales teams that need clear pipeline structure, automated sales workflows, and full visibility into deals, activities, and team performance. It helps teams capture leads, standardize follow-ups, and keep deals moving without the complexity of enterprise CRMs.
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Pipeline CRM Core Capabilities
Automate deal assignments and follow-ups
Data enrichment on demand
Create proposals and send eSign documents
Social
Pricing
From$25.00/yr
BillingPer user
TrialAvailable
Who is Pipeline CRM for?
Scale-ups
SMBs
Mid-market
Is Pipeline CRM easy to use?
Featured
Cobl

Cobl

Proposals that win, built from your real sales context.

Connectors / Files
Memory & Knowledge reuse
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Starting at $29Learn More

What is Pipeline CRM

Pipeline CRM is built to bring structure to the sales process — from lead capture to closed deal. It combines pipeline management, automated sales workflows, reporting, and an advanced mobile CRM in one clean, intuitive platform. Unlike enterprise CRMs that require months of setup and dedicated admins, Pipeline CRM can be implemented in 48 hours. Reps typically get fully comfortable within one to two weeks. Sales managers get real-time visibility into deal progress, rep activity, and forecast accuracy without complex configuration, while reps work from a clear pipeline view that keeps next steps organized and deals moving forward.

Ideal Customer Profile

Pipeline CRM is perfect for project-based sales teams in relationship-driven industries, such as construction, manufacturing, transportation, and professional services. Best fit for longer sales cycles and multi-stakeholder deals.

Scale-ups
SMBs
Mid-market

Key Features

Automate deal assignments and follow-ups
Data enrichment on demand
Create proposals and send eSign documents
Capture leads with no-code web lead forms
Mobile CRM with route planning for field reps
AI-powered email writing assistant

Pricing

Pipeline CRM offers three annual per-user plans for sales teams. The Start plan costs $25 per user per month and includes a visual Kanban pipeline, contact and deal management, email tracking, and mobile apps. The Develop plan at $33 per user per month adds sales automation, team performance tracking, an AI email assistant, and route planning. The Grow plan costs $49 per user per month and includes eSign, proposal creation, lead forms with round-robin assignment, and advanced reporting with forecasting. All plans include a 14-day free trial with no credit card required.

Starting price$25.00
TrialAvailable

Start

$25.00

Per User, Annually

It includes

  • visual pipeline with Kanban view
  • contact, deal, and company management
  • email sync with open and click tracking
  • mobile app for iOS and Android
  • 14-day free trial
  • no credit card required

Develop

$33.00

Per User, Annually

It includes

  • everything in Start
  • sales automation with trigger-based workflows
  • goals, leaderboards, and team performance tracking
  • AI email assistant
  • map views
  • route planning

Grow

$49.00

Per User, Annually

It includes

  • everything in Develop
  • built-in eSign and proposal builder
  • no-code lead forms with round-robin assignment
  • advanced reporting
  • deal forecasting
  • scheduled report delivery

How simple is Pipeline CRM setup?

Complexity
Intermediate

Pipeline CRM is designed to go live within 48 hours with zero engineering resources required. No developers, no lengthy implementation — teams can import existing data, configure their pipeline stages, and start running automated sales workflows the same week.

Frequently Asked Questions

How to use Pipeline CRM?
Start a free trial, set up your sales pipelines, add contacts and deals, track emails and activities, and manage your sales process from one dashboard.
How much is Pipeline CRM?
Plans start at $25 per user/month (billed annually) for Start, $33 for Develop, and $49 for Grow, with a custom Enterprise plan also available.
Why choose Pipeline CRM?
Pipeline CRM offers an intuitive sales pipeline, automation tools, email tracking, and reporting features designed to help sales teams close more deals efficiently.
How does Pipeline CRM work?
Pipeline CRM organizes leads, contacts, and deals into visual pipelines, tracks communication and activities, and helps teams automate workflows and monitor sales performance.
Is Pipeline CRM free?
Pipeline CRM offers a 14-day free trial with full access to features and no credit card required.
Is Pipeline CRM a partner?
Pipeline CRM is preparing a partner program, allowing partners to collaborate and promote the platform.
How to learn Pipeline CRM?
Users can learn Pipeline CRM through its knowledge base, guides, video tutorials, onboarding support, and customer success assistance.
What are Pipeline CRM alternatives?
Pipeline CRM competes with other CRM platforms, offering a sales-focused solution with visual pipelines, automation, and integrations for growing teams.
What are Pipeline CRM reviews?
Pipeline CRM is trusted by over 18,000 users globally and recognized by G2 for high user adoption and strong customer support.
Does Pipeline CRM have an API?
Yes, Pipeline CRM provides API access and integrations to connect with other tools and automate workflows.
Does Pipeline CRM have a trial or a demo?
Yes, Pipeline CRM offers a 14-day free trial with no credit card required and the option to book a demo with the sales team.

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