About Pipeline CRM
Overview
Pipeline CRM is a cloud-based sales CRM built by and for salespeople, serving small and mid-size B2B teams. Originally founded as PipelineDeals in 2006, the company rebranded to Pipeline CRM in 2020 and was acquired by saas.group in 2021. The platform is trusted by more than 18,000 users globally.
The product centers on a visual sales pipeline: deals move through custom stages on a drag-and-drop Kanban board, with unlimited custom fields and reporting that forecasts by stage. Pipeline CRM also bundles native eSign, email campaigns, an AI email assistant, automations, a mobile app, and a native QuickBooks Online integration.
Key Benefits
- Visual Kanban pipeline board for dragging deals through custom stages
- Built-in eSign to create, send, and track contracts from CRM data
- Email campaigns with automatic tracking of opens, clicks, and downloads
- Sales forecasting by stage with weighted deal values
- Automations, bulk emails, and an AI email assistant to cut manual work
- Free data migration and onboarding support from the success team
How It Works
Teams define custom deal stages such as Qualified Lead, Proposal, Contract, and Signed, then move deals across the Kanban board as opportunities progress. The CRM logs every email, task, and activity against the right contact, and managers use stage-weighted reports to see who is on track to hit quota. Field reps use Map Views for route planning, and reps close deals faster by sending contracts for eSignature without leaving the CRM.
Use Cases
- Sales managers forecasting quota attainment with stage-weighted reports
- Construction and contracting teams tracking job details, contacts, and follow-ups in one place
- Remote sales teams automating commission tracking and improving transparency
- Field teams capturing leads on the go with the mobile app and business card scanner
- Small B2B teams running email campaigns, bulk emails, and drip sequences
- Sales teams closing contracts faster with native eSign workflows
Why Choose This Product
Pipeline CRM earned the "Highest User Adoption" badge from G2 for both enterprise and SMB segments and reports a 97.6% satisfaction rate. Every plan includes unlimited file storage and deal reporting, and a 14-day free trial on the Grow plan requires no credit card. The product focuses on easy setup and customization so the CRM matches how a team already sells.
Key Features
Kanban Pipeline Board
All plansDrag deals through custom stages on a visual board with deal value and next step visible on every card.
Custom Fields & Stages
All plansDefine your own pipeline stages and add up to 25, 35, or unlimited custom fields per deal depending on plan.
Native eSign
Grow+Create, send, and track contract documents directly from CRM data with built-in electronic signatures.
Email Campaigns
All plansTrack all email messages, opens, clicks, and downloads automatically as activities in your account.
Sales Forecasting
All plansForecast by stage with weighted deal values and report on win rate, sales activity, and deals that have gone quiet.
AI Email Assistant
All plansGenerate email writing prompts to spend less time on emails and more time closing deals.
Automations
All plansSet up automation rules to handle repetitive sales tasks, with limits rising from 1 on Start to 100 on Grow and Enterprise.
Map Views & Route Planning
All plansQuickly identify which customers and prospects are within reach and plan routes for field teams.
Mobile App
Capture leads on the go with mobile apps that include a business card scanner.
Project Management
Grow+Track delivery after a deal is won with projects, milestones, and tasks linked to deals, companies, and contacts.
Pipeline CRM Pricing
View full pricing →- 1 sales pipeline
- 250 active deals per account
- People, companies, and customers records
- Unlimited file storage
- Deal and activity reporting
- 14-day free trial, no credit card required
- 2 sales pipelines
- 2,500 active deals per account
- Unlimited exports per user per month
- 35 custom fields
- Deal and activity reporting
- 14-day free trial, no credit card required
- 5 sales pipelines
- Unlimited active deals
- Native eSign and contract management
- Automations, bulk emails, and drip campaigns
- AI email assistant with 100 prompts
- Project management with Kanban and Gantt views
- 20 sales pipelines
- Unlimited active deals
- Dedicated success support manager
- Enterprise-grade security
- Flexible terms
| Feature | Start $29/mo | Develop $39/mo | Grow $59/mo | Enterprise Custom |
|---|---|---|---|---|
| Kanban Pipeline Board | ||||
| Custom Fields & Stages | ||||
| Native eSign | ||||
| Email Campaigns | ||||
| Sales Forecasting | ||||
| AI Email Assistant | ||||
| Automations | ||||
| Map Views & Route Planning | ||||
| Project Management |
Estimate based on listed per-seat pricing. Volume discounts and add-ons may apply.
Pricing extracted from the product website and may change. Check the source for current details.