Pipeline CRM
Pipeline CRM is a paid sales CRM for organizing opportunities in a visual sales pipeline.
What Pipeline CRM is
Pipeline CRM is a paid sales CRM for organizing opportunities in a visual sales pipeline. It includes email synchronization, marketing automation, AI features, and mobile apps, with access on the web, iOS, and Android. The Start plan costs $25 a month when billed annually and provides one sales pipeline, 250 active deals per account, People and Companies/Customers records, and unlimited file storage. Develop costs $33 a month billed annually, adding two pipelines, 2,500 active deals, SuperShare external sharing, and multiple teams and pipelines. Grow costs $49 a month billed annually, with five pipelines, unlimited active deals, enhanced email synchronization, multiple currencies, and advanced reporting. Enterprise offers 20 pipelines, unlimited active deals, custom pricing, and enterprise-grade security. Pipeline CRM has no free plan but provides a 14-day trial. The maker is Pipeline CRM, founded in 2006 and headquartered in Seattle, Washington.
Good
- Visual sales pipeline for opportunity management
- Available on web, iOS, and Android
- Includes marketing automation and AI features
- Higher tiers support unlimited active deals
- Start plan includes unlimited file storage
Watch out
- No free plan
- Plans are billed annually
Who it suits
Pipeline CRM suits sales teams that need visual deal tracking, synchronized email, automation, and mobile access. Its tiers accommodate different pipeline and active-deal requirements.
Verdict
Pipeline CRM offers progressively larger pipeline and deal allowances across clearly defined paid tiers. The 14-day trial lets teams evaluate its sales, email, automation, and mobile capabilities before subscribing.
Plans and prices
From Pipeline CRM's own pricing page, checked 15 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Start | $25 a month | pipeline, contact and activity management · reporting · unlimited file storage · 14-day Grow trial · annually per user |
| Develop | $33 a month | standard CRM features · higher tier capabilities than Start · 14-day Grow trial · annually per user |
| Grow | $49 a month | full CRM capability set · project management · 14-day trial plan · annually per user |
| Enterprise | Priced on request | custom plan · custom |
| Data Enrichment 250 credits | $19 a month | 250 credits · pay only for successful enrichments · monthly flat fee |
| Start monthly | $29 a month | Start plan features · monthly per user |
| Develop monthly | $39 a month | Develop plan features · monthly per user |
| Grow monthly | $59 a month | Grow plan features · monthly per user |
| Pipeline Connect | $99 a month | up to 5 managed integrations · $0 setup · custom integrations included · monthly flat fee |
| Pipeline Connect Pro | $249 a month | up to 15 managed integrations · $0 setup · custom integrations included · monthly flat fee |
The facts
Each one read from Pipeline CRM's own pages, with the date it was checked.
What it does
- AI features
- Yeschecked 20 Sep 2026
- API authentication
- API access supports scoped expiring API tokens, JWT and legacy API keys, with tokens recommended for new builds.checked 15 Oct 2026
- API capability
- The API reads and writes people, companies, deals and activities, supports filtering, CSV exports and web-to-leads.checked 15 Oct 2026
- API documentation
- The reference documents 142 endpoints and provides an interactive console, rate-limit details, OpenAPI specification, Postman collection, data model diagram and llms.txt.checked 15 Oct 2026
- Automation
- No-code automations can trigger tasks, notifications and stage changes from rules.checked 15 Oct 2026
- Compliance limits
- The company says GDPR controls are supported, PCI DSS is not applicable because card data is not stored, and HIPAA compliance and BAAs are unavailable.checked 15 Oct 2026
- Copilot
- Pipeline Copilot is a beta assistant that creates or edits pipelines, fields, automations, reports and records from plain-language requests within the user’s permissions.checked 15 Oct 2026
- Data hosting
- Customer data is hosted on AWS in Virginia, United States, with full database backups every four hours to geographically redundant locations.checked 15 Oct 2026
- Documentation and support
- The vendor offers a knowledge base, US-based live chat and paid onboarding services; its about page reports 97.6% satisfaction, one-minute chat answers and 45-minute first email responses.checked 15 Oct 2026
- Documents and signing
- Pipeline CRM supports Word-template document generation, eSignature, lead forms and external collaboration through SuperShare.checked 15 Oct 2026
- Email sync
- Yeschecked 20 Sep 2026
- Email tools
- The product includes Gmail and Outlook integration, email tracking and templates, automated campaigns and an AI email assistant.checked 15 Oct 2026
- Integrations
- The integrations directory lists 64 live integrations across 14 categories, including QuickBooks Online, Gmail, Outlook, Mailchimp, Google Workspace, Zapier and Asana.checked 15 Oct 2026
- Limit: Capterra connectivity
- Capterra reviewers report unreliable email connectivity and occasional synchronization or update delays.checked 15 Oct 2026
- Limit: Gartner analytics
- Gartner reviewers criticize shallow analytics, limited interface customization and a layout they find unnatural.checked 15 Oct 2026
- Limit: Software Advice pricing
- Software Advice reviewers say Pipeline CRM can become expensive for starter users.checked 15 Oct 2026
The company
- Company founding
- PipelineDeals was founded by JP Werlin and Nicholas Bertolino in 2006, rebranded as Pipeline CRM in 2015 and acquired by saas.group in 2021.checked 15 Oct 2026
- Company ownership
- Crunchbase lists PipelineDeals as privately held, acquired by saas.group, with Voyager Capital and Mike Galgon among its investors.checked 15 Oct 2026
- Company profile
- LinkedIn lists Pipeline CRM as a privately held Seattle software company founded in 2006 with 11–50 employees.checked 15 Oct 2026
- Founded
- 2006checked 28 Sep 2026
- Headquarters
- Seattle, Washington, United Stateschecked 28 Sep 2026
Money
- Free plan
- Nochecked 20 Sep 2026
- Free trial
- Yeschecked 20 Sep 2026
Where it runs
- Limit: Apple mobile app
- An App Store reviewer reported broken links, difficult information retrieval and needing the desktop version to finish field work after an update.checked 15 Oct 2026
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