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Pipeline CRM

by Pipeline CRM

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What Pipeline CRM is

Pipeline CRM is a sales platform for managing deals in a visual pipeline. It includes email synchronization, marketing automation, AI features, and mobile apps, and is available on web, iOS, and Android. Plans are billed annually and vary by pipeline and active-deal limits. Start costs $25 a month, billed annually, and includes one sales pipeline, 250 active deals per account, People and Companies/Customers records, and unlimited file storage. Develop costs $33 a month, billed annually, with two pipelines, 2,500 active deals per account, SuperShare external sharing, and multiple teams and pipelines. Grow costs $49 a month, billed annually, and includes five pipelines, unlimited active deals, enhanced email synchronization, multiple currencies, and advanced reporting. Enterprise includes 20 pipelines and unlimited active deals, with custom pricing and enterprise-grade security. There is no free plan, but a 14-day trial is available. Pipeline CRM was founded in 2006 and is headquartered in Seattle, Washington, United States.

Who it suits

Pipeline CRM suits sales teams that want to organize deals visually and use the service on web or mobile. Its annual plans offer different pipeline and deal allowances, with higher tiers adding sharing and reporting options.

What it does well

  • Visual sales pipeline for deal management.
  • Available on web, iOS, and Android.
  • Includes email sync, marketing automation, and AI features.
  • Grow includes unlimited active deals.
  • A 14-day trial is available.

What to know first

  • No free plan is listed.
  • Plans are billed annually.
  • Enterprise pricing is custom.

Plans

PlanBilled and limitsPrice
Startannually per user · pipeline, contact and activity management · reporting · unlimited file storage · 14-day Grow trial$25 a month
Developannually per user · standard CRM features · higher tier capabilities than Start · 14-day Grow trial$33 a month
Growannually per user · full CRM capability set · project management · 14-day trial plan$49 a month
Enterprisecustom · custom planOn request
Data Enrichment 250 creditsmonthly flat fee · 250 credits · pay only for successful enrichments$19 a month
Pipeline Connect Promonthly flat fee · up to 15 managed integrations · $0 setup · custom integrations included$249 a month
Start monthlymonthly per user · Start plan features$29 a month
Develop monthlymonthly per user · Develop plan features$39 a month

The first 8 of 10 plans, as pipelinecrm.com lists them, read 15 Oct 2026. The maker's own page has the final word. Every plan

Verdict

Pipeline CRM offers sales pipeline management across web and mobile, with feature and capacity differences by plan. Consider the annual billing and the deal limits on Start and Develop when choosing a tier.

Facts from Pipeline CRM's own pages

AI features
Yes · pipelinecrm.com, 20 Sept 2026
API authentication
API access supports scoped expiring API tokens, JWT and legacy API keys, with tokens recommended for new builds. · help.pipelinecrm.com, 15 Oct 2026
API capability
The API reads and writes people, companies, deals and activities, supports filtering, CSV exports and web-to-leads. · help.pipelinecrm.com, 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. · help.pipelinecrm.com, 15 Oct 2026
Automation
No-code automations can trigger tasks, notifications and stage changes from rules. · pipelinecrm.com, 15 Oct 2026
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. · pipelinecrm.com, 15 Oct 2026
Company ownership
Crunchbase lists PipelineDeals as privately held, acquired by saas.group, with Voyager Capital and Mike Galgon among its investors. · crunchbase.com, 15 Oct 2026
Company profile
LinkedIn lists Pipeline CRM as a privately held Seattle software company founded in 2006 with 11–50 employees. · linkedin.com, 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. · help.pipelinecrm.com, 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. · pipelinecrm.com, 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. · help.pipelinecrm.com, 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. · pipelinecrm.com, 15 Oct 2026
Documents and signing
Pipeline CRM supports Word-template document generation, eSignature, lead forms and external collaboration through SuperShare. · pipelinecrm.com, 15 Oct 2026
Email sync
Yes · pipelinecrm.com, 20 Sept 2026
Email tools
The product includes Gmail and Outlook integration, email tracking and templates, automated campaigns and an AI email assistant. · pipelinecrm.com, 15 Oct 2026
Founded
2006 · pipelinecrm.com, 28 Sept 2026
Free plan
No · pipelinecrm.com, 20 Sept 2026
Free trial
Yes · pipelinecrm.com, 20 Sept 2026
Headquarters
Seattle, Washington, United States · pipelinecrm.com, 28 Sept 2026
Integrations
The integrations directory lists 64 live integrations across 14 categories, including QuickBooks Online, Gmail, Outlook, Mailchimp, Google Workspace, Zapier and Asana. · pipelinecrm.com, 15 Oct 2026
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. · apps.apple.com, 15 Oct 2026
Limit: Capterra connectivity
Capterra reviewers report unreliable email connectivity and occasional synchronization or update delays. · capterra.com, 15 Oct 2026
Limit: Gartner analytics
Gartner reviewers criticize shallow analytics, limited interface customization and a layout they find unnatural. · gartner.com, 15 Oct 2026
Limit: Software Advice pricing
Software Advice reviewers say Pipeline CRM can become expensive for starter users. · softwareadvice.com, 15 Oct 2026

Where Pipeline CRM stands on Freedom251

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