Pipeline CRM

About Pipeline CRM

Pipeline CRM (formerly PipelineDeals) is a customer relationship management (CRM) software for businesses that provides easy-to-use sales tools built for sales teams, helping them close deals faster. The software provides easy to use and customisable tools that assist in accelerating sales. It allows users to see all of their deals in a single list view. This list can be filtered out to find the exact information quickly. It creates users’ pipeline accounts that help them to convert leads to cross-sell, upsell, renewal and ongoing relationships further. The software allows remote sales teams to work seamlessly with features that support task and deal assignment, collaborative pipeline management, deal sharing & commenting and conversations. Moreover, Pipeline CRM allows users to set a daily agenda that builds itself as the work proceeds so that businesses automatically know what they have to do about the deals or associated person.

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Pricing

Free Trial Available
Starts at $25.00.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%
Reviews

86%
Momentum

67%
Popularity

76%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

Medium Business
Small Business
Freelancers

API Support

Available

Modes of Support

Business Hours, Online

Pipeline CRM Awards

# 15 Most Popular CRM Software
Q4 2020

# 1 Highly Rated CRM Software
Q3 2019

# 11 Most Popular CRM Software
Q3 2019

Pipeline CRM Features

Show Feature Explanation

Show Missing Features

CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

99%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Pipeline CRM Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Start Plan $25.00 $29.00 per user / month

Features

1 Sales Pipeline
People
250 Deals per account (Active deals)
Companies/Customers
Unlimited file storage
Deal and Activity Reporting
Import Data Excel or CSV
5 Exports per user per month
25 Custom Fields
Locked Fields
Required Fields
Conditional Fields
250 Email Trackings Per User
25 AI Email Assistant writing prompts
1 Automation
Task Templates
Goal Dashboard - Team/Individual
Share lists with internal users
SSO
1 Team

Develop $33.00 $39.00 per user / month

Features:

2 Sales Pipelines
People
2500 Deals per account (Active deals)
Companies/Customers
Unlimited file storage
Deal and Activity Reporting
Import Data Excel or CSV
Unlimited Exports per user/month
35 Custom Fields
Locked Fields
Required Fields
Conditional Fields
Unlimited Email Trackings Per User
50 AI Email Assistant writing prompts
10 Automations
Task Templates
Goal Dashboard - Team/Individual
Performance Pulse
Milestones
Share lists with internal users
2 Free Read-only Users
SuperShare with External Partners
SSO
2 Teams

Grow $49.00 $59.00 per user / month

Features:

5 Sales Pipelines
People
Unlimited Deals per account (Active deals)
Companies/Customers
Unlimited file storage
Deal and Activity Reporting
Import Data Excel or CSV
Unlimited Exports per user/month
Unlimited Custom Fields
Locked Fields
Required Fields
Conditional Fields
Conditional Formatting
Advanced De-duplication
Unlimited Email Trackings Per User
100 AI Email Assistant writing prompts
Email Templates
Bulk Emails
Email Drip Campaigns
20 Automations
Task Templates
Goal Dashboard - Team/Individual
Performance Pulse
Milestones
Hindsight
Deal Intelligence Fields
Share lists with internal users
Advanced Visibility
2 Free Read-only Users
SuperShare with External Partners
SSO
Unlimited Team

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 02/02/2023 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Pipeline CRM Pricing

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Pipeline CRM Reviews

User Rating

4.5/5 (Based on 923 Ratings)

Rating Distribution

Excellent
62.9%
Very Good
29%
Average
5.6%
Poor
1.5%
Terrible
0.9%

User Sentiments

Ease of Use, Customizable Interface, Excellent Customer Support, Comprehensive Reporting Capabilities

Limited Third-Party Integrations, Mobile Application Functionality, Data Entry Process, Search Functionality

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Review Summary

PipelineDeals is lauded for its intuitive interface, ease of use, and customizable features that cater to various sales processes. Users appreciate its visual pipeline view, drag-and-drop functionality, and robust reporting capabilities. However, some reviewers express concerns regarding limited integrations, occasional glitches, and the need for improved customer support. Overall, PipelineDeals is generally well-received for its user-friendly design, flexibility, and ability to streamline sales management, making it a contender in the CRM software market.

Pros

Simple, intuitive user interface for easy navigation and swift onboarding.
Robust customization options to tailor sales processes and workflows.
Powerful reporting and analytics capabilities for datadriven decisionmaking.
Seamless integration with various thirdparty applications for enhanced productivity.

Cons

Limited automation capabilities compared to more advanced CRM solutions.
Occasional performance issues reported by some users during peak usage times.
Steep learning curve for complex functionalities, requiring dedicated training.
Limited customer support options outside regular business hours.

AI-Generated from the text of User Reviews

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Pipeline CRM Screenshots

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People screenshot

Pipeline CRM FAQs

What is Pipeline CRM used for?

Pipeline CRM is CRM Software. Pipeline CRM offers the following functionalities:

AI Assistant
Real-time Data Sync
Omnichannel Customer Engagement
Predictive Analytics
Dedicated Phone Line Integration
IoT Integration
Customer Segmentation
Opportunity Management
Sales Force Automation
Customization
Territory Management
Reporting (Analytics)
Order Management
Collaboration Tools
Lead Management
Quotes (Proposals)
List Management
Customer Support
Marketing Automation
Referral Tracking
Project Management
Lead Scoring
Product Catalog
Call Logging
Contact Management
Document Management

Learn more about Pipeline CRM features.

What are the top alternatives for Pipeline CRM?

Here`s a list of the best alternatives for Pipeline CRM:

Does Pipeline CRM provide API?

Yes, Pipeline CRM provides API.

what is CRM ?

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