Let’s face it—finding the right CRM can be a nightmare.
And worse, with so many out there, it’s hard to tell if you’re getting the best pricing!
I’m AJ, and I’ve been there. I’ve spent the last decade building a digital agency to a seven-figure exit.
After working with Pipeline, I’ve got the skinny on the different packages, pricing, and what’s best for your small business!
Oh, and if you stick around until the end, I’ll also compare it to a few of my other favorite small business CRMs.
Let’s dive in!
Who is Pipeline CRM For?
Who is Pipeline CRM Not For?
Pipeline CRM Pricing Overview
Let’s take a look at the overall Pipeline CRM cost.
Pipeline offers some affordable, scalable plans for SMBs to take advantage of.
These include the following plans (billed annually):
- Start Plan – $25/month per user
- Develop – $33/month per user
- Grow – $49/month per user
Pro Tip: You can save up to 20% on your overall order by paying upfront for an annual plan. Plus, you don’t have to worry about keeping up with monthly payments.
Pipeline CRM Pricing
What is Pipeline CRM?
Pipeline CRM is a cloud-based customer relationship management (CRM) software designed to help—you guessed it, manage your pipelines!
The pricing plans are designed with small to midsize businesses (SMBs) in mind, offering a remarkable value for the range of customer relationship features and capabilities it provides.
Even better, it’s incredibly user-friendly, boasting an intuitive interface that doesn’t require a steep learning curve.
This ease of use, combined with its rich suite of tools, makes Pipeline CRM an excellent tool for scaling your sales process.
The SBB team and I tested Pipeline CRM extensively over three months. And let me tell you—it passed with flying colors.
Here are some features we absolutely loved:
- Pipeline management
- Contact management
- Calendar view & sync
- Email automation & sync
- Great integrations
- Easy-to-use mobile app
- Agenda Tools
Pipeline CRM is perfect for SMBs looking to streamline their sales process and focus on what matters—customer relationships.
It’s also great for sales teams looking for an affordable, easy-to-use CRM—all without sacrificing features and capabilities.
After testing the CRM software for 3 months, we can easily add Pipeline CRM to our list of the best CRMs on the market.
Pipeline CRM Features
Managing your pipelines is a crucial aspect of any business's sales strategy. With Pipeline CRM, it's not just about managing—it's about optimizing for success.
With Pipeline CRM's pipeline management capabilities, you get a solid snapshot of your pipeline deals.
This helps you to achieve the following:
- Track progress in real time
- Prioritize tasks with your teams
- Identify bottlenecks
- Close more deals
- Increase your profit
Pipeline CRM provides you with all the tools you need to smoothly guide your prospects through the sales funnel.
We tested this feature over the course of three months, adding our affiliate marketing deals.
Here's how adding a new deal to our sales pipeline looked.
Within each card, we could easily add the following information:
- Associated pipeline
- Close date
- Client type
The automated deal-to-customer conversion really stood out to us about Pipeline CRM's management features.
Every time we won a deal, a prompt would immediately pop up asking if we wanted to convert the deal into a customer.
This feature ensured we didn't miss out on a crucial step in the customer lifecycle journey (post-sales) and allowed us to seamlessly transition from deal-closing to relationship-building.
From our perspective, it was as if the system was intuitively thinking along with us, anticipating our next move.
Here's a snapshot of what it looked like for us.
It was a straightforward, one-click process that turned a typically complex procedure into a smooth, automated task.
This feature alone could save a sales team hours of administrative work each week.
Here's a snapshot of our sales pipeline during our testing.
As you can see, everything is easy to read, customizable, and comprehensive—what's not to love?
The bottom line: Regarding pipeline management, Pipeline CRM is easily one of the best in the biz.
The email automation & sync capabilities of Pipeline CRM are a game-changer for streamlining your email efforts!
This feature enables you to:
- Send bulk emails to your leads and existing customers, reducing the time spent sending individual emails.
- Set up and manage email drip campaigns. This allows you to consistently engage with your leads over time, nurturing them through the sales funnel at their own pace and increasing conversion rates.
- Easily connect your existing email account for a seamless workflow.
Our team had no trouble integrating our email account with Pipeline CRM.
The process was user-friendly, and we were up and running in no time.
Here's a sneak peek into the integration process.
Once we integrated our email with Pipeline CRM, we found ourselves able to achieve a multitude of tasks efficiently.
Here's some of what we managed to accomplish during our testing:
- Track email opens and clicks: With effective email tracking, we could monitor who opened our emails and who clicked on the links within. This helped us identify the leads that showed the most interest and allowed us to prioritize our follow-ups.
- Organize email conversations: Pipeline CRM enabled us to keep all our email conversations in one place. We could tie emails to deals, contacts, and cases, making it easier to track the entire history of communications with a specific contact.
- Automate follow-ups: The system allowed us to automate our follow-up emails based on specific triggers. This saved us a lot of time and ensured no leads fell through the cracks.
- Send bulk emails: We could send bulk emails to our leads and customers, reducing the time spent on individual email drafting and dispatching.
- Email templates: We created and utilized professional, personalized email templates that helped keep our messaging consistent and on-brand.
- Scheduling emails: With Pipeline CRM's email scheduling feature, we managed to plan our communications in advance and ensure they went out at the most optimal times.
In essence, email integration led to a significant boost in our efficiency and productivity.
With Pipeline CRM, building relationships with your customers and leads through email is more efficient and effective than ever.
Making data-driven decisions is a core belief at Small Business Bonfire.
We recognize the power that lies in analyzing metrics and drawing actionable insights.
The dashboard view of Pipeline CRM plays a significant role in this, providing an array of advanced analytics tools that are both insightful and easy to digest.
Here are some key aspects of the Dashboard View we found particularly valuable:
- Visual overview: The dashboard clearly represents your business's performance, enabling you to make quick, informed decisions.
- Sales reporting: It offers detailed sales reports, tracking everything from won and lost deals to sales team performance.
- Custom reports: The ability to create custom reports allows you to focus on the metrics that matter most to your business.
- Real-time analytics: We had immediate access to up-to-the-minute data, allowing for faster, more responsive decision-making.
- Forecasting: Pipeline CRM's forecasting capabilities help predict future sales trends, aiding in strategic planning and resource allocation.
Here's a screenshot of our dashboard view during our testing, illustrating the comprehensive and accessible nature of Pipeline CRM's reporting and analytics.
The breakdown: If you're looking to learn from your data and make more informed decisions across the board—Pipeline CRM's Dashboard View is the way to go!
One of the standout features we thoroughly enjoyed about Pipeline CRM is its calendar management.
The calendar view presents a clear and concise overview of all your scheduled tasks, appointments, and follow-ups, making it a breeze to plan your day, week, or even the entire month.
But here's the real kicker: Pipeline CRM's seamless synchronization with Google Calendar.
With just a few clicks, we were able to sync our team's Google Calendar with Pipeline CRM.
This meant all our events, meetings, and deadlines mirrored across both platforms, eliminating the risk of double bookings or overlooked tasks.
During our testing phase, this feature proved incredibly helpful for our team, streamlining our scheduling and ensuring everyone was on the same page about upcoming events and deadlines.
This kind of integration accentuates the value of Pipeline CRM, especially for small to midsize businesses seeking to improve their sales process and overall efficiency.
Check out our monthly calendar view while using Pipeline CRM.
We especially liked how easy it was to differentiate between meetings, tasks, and other important deadlines.
Our takeaway: Pipeline CRM's Calendar View and Sync feature makes it one of the most efficient CRMs on the market when it comes to managing your team's workflow.
It can save you time while also eliminating any potential communication or scheduling errors.
For SMBs, keeping track of contacts is critical.
Efficient contact management reduces the chances of the following happening:
- Communication mishaps
- Missed opportunities
- Delays in delivering customer service
A robust contact management system helps you track every interaction, ensuring nothing slips through the cracks and providing a complete picture of the customer journey (from start to finish).
Pipeline CRM understands the need for effective contact management and delivers a system that's not only powerful but also customizable.
With Pipeline CRM, your contacts aren't just names on a list—they're part of an organized, systematic approach to managing your customers.
Its contact management feature allows you to track every touchpoint, from first contact to post-sales.
We got started testing this feature by adding in some of our affiliate marketing B2B contacts at Small Business Bonfire.
Here's how it looked to add a new person with Pipeline CRM.
With each contact card, we were able to easily add the following:
- Contact info
We were also able to customize data fields to match our business needs, giving us full control over how we organized and accessed contact information.
It's straightforward and user-friendly, yet powerful enough to handle everything we threw at it (over three months).
With Pipeline CRM, managing contacts becomes a simple, seamless part of your workflow, not a time-consuming chore.
Check out how our contacts dashboard looked with everything input.
Overall, while contact management may not be the flashiest CRM feature, it's extremely important. Luckily, Pipeline CRM knocks it out of the park!
The agenda management capabilities of Pipeline CRM are the cherry on top of an already awesome platform.
This feature truly takes the hassle out of managing your tasks and meetings.
Here's what we loved about it:
- Customizable dashboard: We absolutely adored the customizable dashboard. It gave us a clear overview of our tasks, meetings, and deadlines. The ability to tailor the layout to our needs meant we had everything we needed at our fingertips.
- Task management: With Pipeline CRM, we could easily create, assign, and track tasks. It was easy to see what needed to be done, who was responsible, and their progress.
- Meeting scheduler: Setting up and managing meetings was a breeze. We could schedule meetings, set reminders, and even assign tasks for meeting preparation.
- Integrations: We could sync our agenda with other tools we use, like Google Calendar and Office 365. This meant no more jumping between tools—everything was in one place.
- Notifications: The notification system ensured we never missed a task or meeting. We could set up email or in-app notifications, or both!
Here's an example of the column customization of our activities dashboard (to give you a better idea).
We were able to add the following activities with just one click:
Check out the "new activity" card during our three months of testing.
At the end of the day, our everyday business operations were so much smoother with the help of Pipeline's agenda management tools. We were more organized, more efficient, and had a much clearer picture of our business.
Pipeline CRM Packages
Our Take on Pipeline CRM Pricing
When it comes to Pipeline pricing, the ‘Grow’ plan really stands out.
It provides a comprehensive suite of features at a competitive price, making it the perfect choice for those aiming to scale their business efficiently.
Some of these features include the following:
- Unlimited custom fields
- Unlimited exports
- Bulk emails
- Email drip
- Unlimited deals
- 20 automations
Plus, it only costs $49/month (billed annually), which is cheaper than some CRM starter plans.
Checkout the full Pipeline CRM review here.
Pros and Cons of Pipeline CRM Pricing
Every CRM has its benefits and drawbacks, so let’s discuss the pros and cons of Pipeline.
Pipeline CRM Pros
- Intuitive and simple user interface
- Very customizable
- Excellent customer service
- Google Calendar sync
- Comprehensive contact and agenda management tools
- Competitive prices
Pipeline CRM Cons
- Lack of native integrations with many popular software platforms
- Limited marketing features
- Limited project management capabilities
Does Pipeline CRM Have a Free Plan?
No, Pipeline CRM does not offer a free plan. However, it does provide a 14-day free trial on all three of its plans—Start, Develop, and Grow.
This gives you an excellent opportunity to take the software for a spin, explore its features, and evaluate its fit for your business—all without any credit card required.
It’s a win-win situation!
Pipeline CRM Mobile App?
Yes, Pipeline CRM does have a mobile app—and it’s perfect for those of us who are always on the move!
Available for both Android and iOS devices, we decided to take the iOS app for a spin (over three months).
Here’s what we found:
- Add leads on the go: The mobile app made it incredibly easy for us to add leads while out and about. Our field sales team loved the convenience of being able to enter new leads immediately after a meeting.
- Manage contacts: Not just limited to leads, the app also allowed us to efficiently manage our contacts. We could add, edit, or look up contact details anytime, anywhere.
- Deal management: One of the most impressive features was the deal management capabilities right from our mobile devices. This meant we could keep track of our active deals even when away from our desks.
- Ease of use: Just like its desktop counterpart, the Pipeline mobile app is incredibly user-friendly. We didn’t have any trouble navigating the interface or understanding the functionality.
- Real-time updates: The app syncs in real time with the desktop version. This allowed for seamless transitioning between devices, ensuring that we were always up-to-date with the latest information.
In short, we’d say the Pipeline CRM mobile app is fantastic for managing your CRM tasks on the go. It’s like having your sales pipeline right in your pocket.
Here are a few snapshots from our testing.
Pipeline CRM Integrations
One of the strongest selling points of Pipeline CRM is its impressive array of native integrations that streamline your workflow and enhance productivity.
Here are a few standout examples:
- Google Apps: Sync your Google Docs, Calendar, contacts, and Gmail without any hassle.
- QuickBooks: Manage your financial data seamlessly within the CRM.
- Outlook: Sync your emails, calendars, and contacts with Pipeline CRM.
- Excel: Import and export data with ease using Excel.
- Mailchimp: Manage your email marketing directly within the CRM.
Moreover, Pipeline CRM’s integration with Zapier opens up a world of opportunities with thousands of other third-party integrations.
This enables you to connect your CRM with virtually any other tool your business uses, making it even more versatile and adaptable to your unique needs.
Pipeline CRM Alternatives
Pipeline is a fantastic CRM software, but it’s not the only option out there. Here are a few of our favorite alternative CRM providers.
Is Pipeline CRM Worth it for SMBs?
Absolutely, Pipeline CRM is worth it for SMBs! Its pricing structure is designed with small to midsize businesses in mind, making it an affordable solution without compromising on features.
It offers robust pipeline management, user-friendly email automation, and seamless integrations that can streamline your sales process.
More importantly, the learning curve is minimal, meaning you can get your team onboard and operating efficiently in no time.
If you’re a small or midsize business looking to enhance your customer relationships and scale (with ease), Pipeline CRM is a great investment in our opinion!