# Pipeline CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Pipeline CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/75608/PipelineDeals

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# 

 Pipeline CRM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

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[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Pipeline CRM

## What is Pipeline CRM?

What is Pipeline CRM? Pipeline CRM is the #1 sales-focused CRM, trusted by teams who have closed over $40 billion in deals. Designed for small to mid-sized businesses, our easy-to-use, cloud-based platform keeps your team in sync, ensuring seamless collaboration in real time. With an intuitive interface and powerful automation, Pipeline CRM helps sales teams streamline their workflow, manage leads efficiently, and close deals faster – without unnecessary complexity. What sets Pipeline CRM apart? Our Smart Agenda automatically builds your daily priorities, so your team can focus on selling, not admin work. Plus, with built-in AI-powered email assistance and marketing automation, following up with leads has never been easier. Spend less time managing your CRM and more time winning deals—because sales should be simple. Try Pipeline CRM today and start closing more deals with ease!

## What is Pipeline CRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)

Top alternative

Featured

Overall rating

Based on 621 user reviews

Reviews sentiment

Positive

90%

Neutral

8%

Negative

2%

Pros & cons

Intuitive and accessible interface

Quick onboarding and training

Unreliable and limited email integration

Occasional syncing and update issues

Starting price

$29

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Pipeline CRM

4.3 (621)

VS.

[4.5 (4,455)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting Price

$29

Per User, Per Month

Starting Price

$20

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (609)

Ease Of Use

4.4 (4,356)

Value For Money

4.4 (418)

Value For Money

4.3 (3,491)

Customer Service

4.4 (497)

Customer Service

4.4 (3,499)

## Pipeline CRM alternatives

[4.4 (18,770)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

90%

of reviewers

rated it above 4 stars

[4.3 (6,969)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (727)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

[4.2 (1,297)](https://www.capterra.com/p/135618/Odoo/reviews/)

Starting price

$31.10

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/75608/PipelineDeals/alternatives/)

## Pros and Cons

Intuitive and accessible interface

89% positive reviews out of 153

Most users report ease of use, noting a straightforward layout and simple navigation for daily tasks.

Unreliable and limited email integration

45% negative reviews out of 69

Some reviewers describe email integration as inconsistent, with syncing issues, tracking limitations, and frequent connection problems.

Quick onboarding and training

89% positive reviews out of 37

Most reviewers find training and learning curve manageable, mentioning fast adoption and minimal instruction needed.

Occasional syncing and update issues

50% negative reviews out of 54

Some users report updates and data sync can be slow, glitchy, or unreliable, causing workflow interruptions.

Flexible organizational customization options

100% positive reviews out of 28

Reviewers appreciate organization, highlighting customizable filters and lists that streamline tracking and prioritization.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Sales Pipeline Management

3.4 (11)

81.82% of 11 reviewers that rated this feature as important or highly important

Pipeline view and tracking lead status

Reporting/Analytics

3.5 (10)

60.00% of 10 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Contact Database

4.4 (8)

100.00% of 8 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Task Management

3.1 (8)

75.00% of 8 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Calendar/Reminder System

3.4 (7)

71.43% of 7 reviewers that rated this feature as important or highly important

Notifications/alerts for upcoming events or tasks

Lead Capture

3.9 (7)

71.43% of 7 reviewers that rated this feature as important or highly important

Automatically identify and save contact information of potential customers

Pipeline CRM 90 features

Define levels of authorization for access to specific files or systems

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Continuous profile-based stream of news and activity

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Schedule appointments via a calendar

Assign issues and tasks based on availability or required skills

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Collects essential call data such as call origin, call destination, call length, and other transaction details

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Track, store, and access client contracts or licenses

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A collection of customer information such as contact details, demographics, previous interactions, etc.

Process of dividing customers into groups based on common characteristics

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Import and export data to and from software applications

Defines specific deal parameters to negotiate and secure deals

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Set up automated email sequences to streamline outreach and engage leads/contacts

Pre-made examples and templates for emails

Track delivered, received, and opened emails

Tracks metrics that provide insight into how a user interacts with any interface or product

Predefined actions automatically performed on the occurance of specific events

Manage or track sales completed by field teams/employees

Public or private sharing of digital files such as documents, audio/video, images, and more

Caters to sales teams

Form predictions based on past and present data/trends

Allows employees to set and manage work or career related goals

Establish measurable goals and objectives and track their progress over a specific period of time

Track interaction history by documenting conversations for contacts

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Manually or automatically assign leads to sales reps

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Divide leads into buckets based on predefined criteria and routing rules

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Manage contacts across multiple mailing lists

Ability to chat online in real time

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Access the system via a mobile application

Track all opportunities for potential sales and convert them into recurring revenue

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Streamlining repetitive tasks and activities through automated and predefined workflows

Tools designed to streamline the process of lead generation and management for sales teams

Receive data and information in real time

Active reporting of data and metrics

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Define, track, and/or automate sales activities and sales processes

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Group leads or contacts based on their specific characteristics

Share contacts with other applications like Gmail and CRM

Create, manage and track all task activities and progression

Create, save, and re-purpose templates for emails, forms, etc.

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.0 (585)

4.0

Based on 585 reviews

## Pricing

Value for money

4.4 (418)

Free Trial

[View pricing plan details](https://www.capterra.com/p/75608/PipelineDeals/pricing/)

Start

$29.00

Per User,Per Month

It includes:

-   Automations
-   & Companies
-   Contacts
-   Custom Deal Stages
-   Deals
-   Excel or Another CRM
-   Import/Export Data With
-   Leading Mobile App
-   Reports/Dashboards
-   Unlimited Custom
-   Unlimited File Storage
-   Unlimited Leads

Develop

$39.00

Per User,Per Month

It includes:

-   Customer Management
-   Customize Revenue Types
-   Deadlines
-   Includes All Features From the Start Plan + Multiple Sales Pipeline
-   Manage Milestones
-   Supershare to Collaborate Easier and Close Deals Faster
-   Track Account Health
-   & Tracking Status

Grow

$59.00

Per User,Per Month

It includes:

-   Email Campaigns
-   Hindsight Analysis
-   Includes All Features From the Start and Develop Plan + Targeted
-   Multi-Currency Reports. Performance Pulse
-   Personalized
-   Sales Intelligence
-   Task Automation

Value for money

4.4 (418)

4.4

Based on 418 reviews

## Integrations

[

Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

Trello](https://www.capterra.com/p/211559/Trello/)[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[

Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[

Asana](https://www.capterra.com/p/184581/Asana-PM/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.4 (497)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.4 (497)

4.4

Based on 497 reviews

## User reviews

Overall rating

4.3

Based on 621 reviews

Filter by rating

5(292)

4(262)

3(53)

2(8)

1(6)

Mentioned topic

Sorted by most recent

CJ

Chris J.

Owner

Real Estate

### "Was it a waste of time, a scam or a company that doesn’t care? - I still don’t know. "

1.0

Overall Rating

1.0

1.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

1/10

October 10, 2024

After a short consultation about how another CRM could not meet my needs, Pipeline assured me that they would be able to do it. I had questions and I was told that to get the answers and help I needed I would have to pay for their expert consultants to help me do the coding. I was very happy to do this. I was assured that I was being placed with an expert who answered my questions and help me customize my Pipeline CRM to meet my needs. After several sessions and about $1000 in expenses I didnt have my questions answered or my needs addressed. I was expedited back to the same person who gave me the initial consultation. There was a short conference call with people from England and it was determined (in only a few minutes that they could not help me). The person who gave me the initial consultation never really listened to what I had to say and didnt really care. When I asked him about this after the fact he told me that I was a small business and he couldnt give me any more time. I noticed that the folks in England were able to figure it out in minutes because they cared enough to listen and he didn't do that even with his 30 consultation. My $1000 was not refunded and even worse they wasted my time. This is a business that hasn't figured out what to do.

Pros

I liked that Pipeline was confident that they could meet my needs when they first spoke with me.

Cons

They failed to listen to my needs until after they had consumed $1000 in expert consultant fees with zero results.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AN

Alberto N.

Administrative Supervisor

Automotive

### "I use Pipeline CRM to keep track of my sales leads and manage customer relationships - it's been a game changer!"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

1/10

March 25, 2024

Pros

Pipeline CRM has a user-friendly interface and great customization options that make managing my leads a breeze.

Cons

I wish Pipeline CRM had more integration options with other software tools, as it would streamline my workflow even further.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

March 26, 2024

Hi Alberto. Thank you for taking your time to review our software! We appreciate your feedback. I am so glad to hear that it's been easy for you to use Pipeline to manage your leads. As for integrations - our team is diligently working on building out our integrations library! I see that you've rated "Likelihood to Recommend" as a 1 of 10. I would love hear more of your thoughts on what would make Pipeline a product that you'd recommend to your network. Please feel free to email me directly at Marketing@Pipelinecrm.com. Thank you, Chelsea Santo Product Marketing Manager Pipeline CRM

Pedro L.

CEO

Information Technology and Services

### "Very intuitive and easy to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

March 18, 2024

Pros

It's indeed a simple platform, very suitable even for non-tech people

Cons

It could have more possibilities to integrate with other solutions

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

March 22, 2024

Hi Pedro! Thank you so much for taking the time to review our product and submit some feedback about integrations. This is feedback many wonderful customers have surfaced, and we continue to expand our integrations library and capabilities. Thank you for being a Pipeline CRM customer!

JY

Jalia Y.

HR Manager

Hospital & Health Care

### "Automates everything!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

January 16, 2024

Pros

I like that you can set up your pipelines to track literally every facet of your business! We have them set up for employee tracking along with growing our business!

Cons

If you accidentally drop people into the wrong column it will send them messages (depending on how you set it up) about the wrong thing and it sometimes duplicates opportunities for each contact and I don’t know why.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 18, 2024

Hi Jalia! Thank you so much for taking your time to leave a review for Pipeline CRM. We're so happy to hear about your "pros" using our product! I am sorry to hear you experienced an issue with some duplicate deals. That sounds frustrating! Please feel free to reach out to us if you'd like some support on this issue: CustomerCare@pipelinecrm.com

JD

Jessica D.

Office manager

Computer Software

### "Nice tool to use"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

January 15, 2024

Only during the covid year, I did use it to help the sales team for lead gen.

Pros

I liked the way it was pretty easy to find who I was looking for in the data base.

Cons

Since it is not really part of my job to use a CRM, I have not used all the features, and maybe not at their best potential. But it was not always easy to understand all the given features.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

January 22, 2024

Hi Jessica. My name is Chelsea and I'm the Product Marketing Manager for Pipeline CRM. Thank you so much for taking the time to leave us a thoughtful review! Learning a new CRM can be time-consuming, we get it! I'm sorry you found it challenging to get caught up on all the features. Here are some resources you may find helpful! Also, I think you'll be interested to learn that we are publishing more training content in 2024 to help users like you get up and running ASAP! Pipeline CRM Onboarding Bootcamp: https://help.pipelinecrm.com/article/1456-onboarding-one-pager 2 Webinar tutorials for getting started: https://pipelinecrm.com/webinars/

Rono K.

Web Developer

Computer Software

### "Pipeline CRM really changed how I relate with my customers, I keep almost all of them!"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

August 12, 2023

So far so good, Pipeline CRM is effective and easy to use at the same time.

Pros

I love the way Pipeline CRM has a robust collection of features that make my everyday customer management so easy, no headaches.

Cons

Pipeline CRM can get a little expensive for starters like myself.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

HM

Heather M.

Vice President

Real Estate

### "Truly terrible customer service"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

May 24, 2023

The customer support was terrible.

Pros

None. We used it for awhile as our outbound sales rep liked it, but, nobody else in the office did.

Cons

Truly awful customer service. Didn't offer any help or solutions to problems we had and when I communicated that we were frustrated and considering other options the rep told me, "go ahead, there's plenty of others out there".

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JH

jim h.

VP Sales

Information Services

### "we are not thrilled "

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

April 22, 2023

seems to be a good product, we still have to enter our leads into two systems, too time consuming.

Pros

seems to be a great way to get your database info into the hands of the sales team to work sales

Cons

we have not been able to integrate our database into Pipeline. and the person who was responsible has left the company, he could not get it to integrate either. so we need to reach out, the system is not friendly to us.

Reasons for choosing Pipeline CRM

seemed to be a good fit.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

JK

Julie K.

Publisher

Publishing

### "Nice software but we grew out of it..."

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

3.0

3.0

Likelihood to Recommend

6/10

November 15, 2022

It's a generic CRM software that you can tailor to your own needs. In the end we needed a software that was specific for publishing.

Pros

User-friendly and very easy to use. You can add all sorts of custom fields for your own reporting and tracking needs.

Cons

No invoicing, no estimates/proposals, the multiple email only works with Gmail accounts, no online payments. It helps you keep track of people, but doesn't really help you bring in the $$$ once a sale has been made.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)

Reasons for choosing Pipeline CRM

At the time it was one of the most user-friendly CRMs available and affordable. Now there are more software options that do more.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Fedor T.

CTO

Financial Services

### "Unsexy CRM which works"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

6/10

November 11, 2022

The product works, it's possible to get shit done, stable, overall robust.

Pros

Task management for repetitive work and import/export functionality is good.

Cons

No quality integrations with calendar and Gmail. The integrations exist and work, but they can be improved a lot. Overall look and feel is not the greatest.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/75608/PipelineDeals/reviews/)

Popular comparisons

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