Pipeline CRM Review

(April 2025)

Funnels Kiwi Editors
April 25, 2025

Pipeline CRM Review: Our Verdict

As a small to medium-sized business looking for an intuitive and cost-effective CRM solution, Pipeline CRM is a commendable choice. Its user-friendly interface and competitive pricing make it accessible, and the responsive customer support adds significant value to your experience. It offers robust features like pipeline management and mobile accessibility that makes it seamless for you to effectively streamline your sales processes.

However, if your business requires extensive customization or integration options, Pipeline CRM might fall short. You can also be slightly limited if you want a deeper customization or advanced reporting capabilities. Despite this, Pipeline CRM remains a reliable option anytime any day for those prioritizing ease of use and affordability in their CRM solution.

Pros

It offers an intuitive and user-friendly interface that makes it easy for you and your teams to navigate and use without extensive training.
It has competitive pricing plans that are particularly attractive for small to medium-sized businesses.
It includes essential features like pipeline management, task automation, email tracking, and mobile accessibility.
It provides unlimited file storage that allows you to store all necessary documents and communication records without worrying about data caps.

Cons

It has limitation with its customization option.
It offers fewer integration options with other third-party applications and this can be a drawback if you utilize diverse set of tools.

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Pipeline CRM Review: Who Pipeline CRM Is Best For

Consider Pipeline CRM if you:

Seek an intuitive, easy-to-use CRM with minimal training requirements.
Operate a small to medium-sized business needing straightforward sales pipeline management.
Prioritize affordability without losing out on essential CRM features.
Require a visual sales pipeline that can help you to quickly track and manage deals.
Value responsive customer support for efficient problem resolution.
Need basic integration with tools like Google Workspace, Microsoft Office, and Zapier.
Prefer a CRM that can be set up and running quickly without extensive customization.
Want a solution that has a mobile app feature which enables you to manage sales activities on the go.

Pipeline CRM Review: Who Pipeline CRM Isn’t Right For

Stay away from Pipeline CRM if you:

Need highly customizable and complex CRM solutions.
Run a large enterprise requiring advanced automation and AI-driven analytics.
Require extensive customer service and support features integrated into your CRM.
Depend on deep integration with a wide range of third-party applications.
Seek in-depth reporting and analytics for data-driven decision-making.
Expect your CRM to scale seamlessly with rapid business growth and evolving needs.

Pipeline CRM Review: What Pipeline CRM Offers

Dashboard & Calendar Views: See your sales activities and appointments in a clean, user-friendly format.
Contact Management: Manage your leads, customers, and contacts effortlessly.

Pipeline Management: Track every stage of your sales pipeline, from lead to deal.

Agenda Tracking: Stay organized by keeping track of your tasks and appointments.
Mobile App: Access Pipeline CRM anywhere with the mobile app for iOS and Android.
Email Campaigns & Tracking: Create, automate, and track email campaigns directly within the platform.

Easy Integrations: Connect seamlessly with popular tools like Gmail and QuickBooks.
Sales Forecasting: Analyse past trends to confidently predict future sales.

Track Commissions: Automate sales commissions for clarity and transparency.
Easy Setup and Customization: Get up and running quickly without needing extensive administrative help.

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Pipeline CRM Review: Where Pipeline CRM Stand Out

Pipeline CRM excels in several key areas, making it a standout choice for many businesses:
1. Visual Pipeline Management: The visual representation of sales pipelines helps teams easily track and manage deals, providing a clear overview of sales progress and stages.
2. Affordability: Pipeline CRM offers competitive pricing, making it an accessible option for small to medium-sized businesses that need robust CRM capabilities without a hefty price tag.

Comprehensive Features for Small Teams: The Start Plan includes essential features like email tracking, task automation, custom fields, and goal tracking, all tailored to support smaller teams effectively.
Responsive Customer Support: Users consistently praise Pipeline CRM for its excellent customer support, which is responsive and helpful, ensuring that any issues or questions are promptly addressed.

Unlimited File Storage: Unlike many CRMs that cap storage, Pipeline CRM offers unlimited file storage, allowing businesses to store all necessary documents and communications without worrying about space limitations.

Mobile Accessibility: With a dedicated mobile app for both iOS and Android, Pipeline CRM ensures that users can access their CRM data and manage their sales processes on the go.
Pricing Plan: Pipeline offers 3 major plans;

Start Plan: Enjoy the Start Pricing Plan that comes with just a modicum sum of $25 per user/month, billed annually and gives you access to amazing features that empower your small team to manage leads effectively. which includes 1 Sales Pipeline and 250 Deals per account (Active deals), Unlimited file storage, 14-Day Free Trial (No credit card required), Record Management, 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
Develop Plan: Experience real growth through customer relationship and project management features at a rate of $33 per user/month, billed annually. These features includes 2 Sales Pipelines and 2500 Deals per account (Active deals), Unlimited file storage, 14-Day Free Trial (No credit card required), Record Management, 2 Sales Pipelines , 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
Grow Plan: Go for the most popular of Pipeline CRM pricing plans that comes a price range of $49 per user/month, billed annually. Automate your processes and use advanced analytics and email solutions to grow your business with access to features such as includes 5 Sales Pipelines and Unlimited Deals per account (Active deals), Unlimited file storage, 14-Day Free Trial (No credit card required, Record Management, 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, Email Tools, Unlimited Email Trackings Per User, 100 AI Email Assistant writing prompts, Email Templates, Bulk Emails, Email Drip Campaigns, 20 Automations, Task Templates, Goals and Reporting, Goal Dashboard – Team/Individual, Performance Pulse, Milestones, Hindsight, Deal Intelligence Fields, Data SharingShare lists with internal users, Advanced Visibility, 2 Free Read-only Users, SuperShare with External Partners, SSO, Unlimited Team, Pipeline CRM offers easy setup, seamless integrations, and intuitive tools to help sales teams streamline operations and boost efficiency.

Pipeline CRM Review: Where Pipeline CRM Fall Short

There are a few areas where Pipeline CRM seems to have lagged despite that it offers several robust features, those area includes:
1. Complex Customization: If you plan to customize your CRM solution extensively, Pipeline CRM might have limitations compared to more advanced CRM solutions. For intricate workflows or specific customizations, exploring other platforms could be beneficial.
2. Learning Curve: Just like any software, getting the hang of Pipeline CRM may take some time especially if you and your team are totally new to its uses. While it offers helpful documentation and support resources, adapting to its features might require an adjustment period.
- Limited Integrations: Consider carefully if you have a need for integration because while Pipeline CRM integrates with popular tools like Gmail and QuickBooks, it may not offer as many integration options as some other CRMs. If your business heavily relies on specific third-party apps, it’s important that you ensure they integrate smoothly with Pipeline CRM.
1. Advanced Reporting and Analytics: Consider exploring CRM solutions with advanced reporting capabilities if in-depth analytics are crucial to your business. While Pipeline CRM includes basic sales forecasting and analytics, it may not meet the extensive reporting and data visualization needs of larger enterprises,
2. Scalability: Evaluate if Pipeline CRM can meet your future growth needs effectively. If you want to go for Pipeline CRM because it suits small to medium-sized businesses well you are not wrong, but what happens as your company expands, you may require a CRM that scales seamlessly without performance drawbacks.
3. Industry-Specific Features: Consider industry-specific CRM solutions for tailored assistance. Different industries have unique requirements. If your business operates in sectors like real estate, healthcare, or e-commerce, you might need specialized features not covered by Pipeline CRM’s general-purpose functions.

Pipeline CRM Review: How to Qualify and Register for Pipeline CRM

Registering for Pipeline CRM is a straightforward process that allows you to quickly get started with managing your sales and customer relationships. Here’s a step-by-step guide:
1. Visit the Pipeline CRM Website: Go to the official Pipeline CRM website (https://pipelinecrm.com) to explore the platform and its features.
2. Sign Up for a Free Trial: Take advantage of the 14-day free trial to experience Pipeline CRM without any financial commitment. No credit card is required for the trial period. Click on the “Free Trial” button prominently displayed on the homepage or in the pricing section.
- Create Your Account: Fill in the required information to create your account. This typically includes your name, email address, company name, and a password. Verify your email address if prompted to complete the account setup.
1. Select a Plan: After the trial period or during the initial setup, choose the subscription plan that best fits your business needs. For smaller teams, the Start Plan at $25 per user per month, billed annually, is a convenient choice. Enter your billing information if you’re ready to proceed with a paid subscription.
2. Set Up Your CRM: Follow the setup wizard to configure your Pipeline CRM account. This includes setting up your sales pipelines, importing existing data, and customizing fields according to your business requirements. You can import data from Excel or CSV files to get your contacts and deals into the system.
3. Integrate with Other Tools: Connect Pipeline CRM with other tools you use, such as Gmail, QuickBooks, or other third-party applications, to streamline your workflow.
- Train Your Team: Utilize the resources provided by Pipeline CRM, such as tutorials, webinars, and customer support, to train your team on how to use the platform effectively. Assign user permissions and set up user accounts for team members to ensure everyone has the appropriate access levels.
- Start Using Pipeline CRM: Begin managing your leads, contacts, and sales pipelines. Take advantage of features like email tracking, task automation, and goal dashboards to enhance your sales process.

Pipeline CRM Review: Alternatives to Pipeline CRM

If you’re considering alternatives to Pipeline CRM, here are some top options:
1. Salesforce Sales Cloud: Salesforce Sales Cloud is a powerful CRM solution that combines AI, data, and CRM capabilities. It helps boost productivity and enables smarter selling. Features include sales analytics, sales performance management, and robust sales platforms.
2. Nutshell: Nutshell is a CRM software designed to help small-business sales representatives win more deals. It offers features like contact management, sales analytics, and sales performance management. Nutshell is optimized for quick response and provides a user-friendly experience.
- HubSpot Sales Hub: HubSpot Sales Hub offers sales engagement tools, configure-price-quote (CPQ) functionality, and robust sales analytics. It’s suitable for growing teams and provides an easy-to-use interface.
1. Zoho CRM: Zoho CRM helps attract, retain, and delight customers. It offers features like contact management, sales analytics, and sales performance management. Zoho CRM is optimized for quick response and is suitable for businesses of all sizes.
2. Pipedrive: Pipedrive is a sales CRM that focuses on visualizing and managing the sales pipeline. It offers features like deal tracking, contact management, and sales analytics. Pipedrive is known for its simplicity and effectiveness.

Pipeline CRM Review: Customer Reviews

Severally, many customers gave Pipeline CRM praises for its user-friendly interface that makes it easy to navigate and use, as well as its responsive customer support that ensures prompt assistance. Majority of the customers also highlight its affordability compared to other CRM solutions and commend its basic functionalities, which are suitable for small to medium-sized businesses. However, some users express frustration over the limited customization options, especially for more complex workflows, and note issues with limited integration options beyond basic tools like Gmail and QuickBooks. Additionally, users seeking in-depth analytics and advanced reporting capabilities find Pipeline CRM lacking in these areas, and there are concerns about its scalability as businesses grow. Platform ratings reflect these mixed sentiments, with Google Reviews averaging 3.8/5, Trustpilot at 3.5/5, and Capterra at 3.6/5. Overall, while Pipeline CRM receives positive feedback for its ease of use and affordability, it has areas for improvement in customization, integrations, advanced reporting, and scalability.

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Pro Tips

Customize Your Pipeline: Tailor your sales pipeline stages to match your unique sales process. Consider your team’s workflow and customize Pipeline CRM accordingly to ensure seamless tracking and management of deals.
Utilize Custom Fields: Take advantage of custom fields to capture specific information relevant to your business. Whether it’s customer preferences, industry-specific data, or additional contact details, custom fields allow for greater flexibility in organizing and analyzing your CRM data.

Automate Routine Tasks: Leverage automation features to streamline repetitive tasks and workflows. Set up automated email responses, task assignments, and reminders to save time and ensure nothing falls through the cracks.

Implement Lead Scoring: Use lead scoring to prioritize and focus on high-value leads. Assign scores based on criteria such as engagement level, demographics, and behavior, enabling your team to prioritize their efforts effectively.
Maximize Integration Opportunities: Integrate Pipeline CRM with other tools and platforms used across your organization. Whether it’s email marketing tools, accounting software, or communication platforms, seamless integration enhances efficiency and data consistency.
Review and Analyze Data Regularly: Take advantage of Pipeline CRM’s reporting and analytics capabilities to gain insights into your sales performance. Regularly review key metrics, identify trends, and adjust strategies accordingly to optimize your sales efforts.

Train Your Team Effectively: Invest time in training your team on how to effectively use Pipeline CRM. Provide ongoing support, resources, and guidance to ensure that your team fully utilizes the platform’s capabilities and maximizes its benefits.
Stay Updated on New Features: Keep abreast of Pipeline CRM’s updates and new features. Regularly check for product updates, attend webinars or training sessions, and engage with the Pipeline CRM community to stay informed and make the most of the platform’s evolving capabilities.

Recap

Pipeline CRM offers a comprehensive solution for managing sales processes and customer relationships, with a user-friendly interface and competitive pricing. Its standout features include customizable pipelines, automation capabilities, and robust reporting tools.

While it may lack some advanced customization options and integrations compared to other CRMs, its affordability and ease of use make it an attractive choice for small to medium-sized businesses. With responsive customer support and a commitment to continuous improvement, Pipeline CRM is a solid platform you should opt for if you want to streamline your sales operations and drive growth.