Pipeline CRM
Sales pipeline software you can run in plain English
Pipeline CRM is a sales pipeline platform for small and mid-size B2B teams, designed to track opportunities through user-defined stages on a visual Kanban board. It addresses the need for a maintainable pipeline with unlimited custom fields on every record and reporting that forecasts by stage with weighted deal values, alongside project management for post-sale delivery.
Core capabilities include custom pipelines and fields, reporting and forecasting, email integration with Gmail and Outlook, automated email campaigns, an AI email assistant, Instant Docs for document generation, eSignature, lead forms, automations, and map views with route planning. Native integrations cover QuickBooks Online, Gmail, Outlook, and Mailchimp, with an open API and Zapier for other tools. Pipeline Copilot (Beta) builds pipelines, fields, automations, and reports from plain-English requests within existing permissions, operating in Auto or Strict mode. Native iOS and Android apps include a business card scanner. Email Validation and Data Enrichment are premium add-ons, as is Pipeline Connect, a managed integration service.
The product targets sales teams across industries including construction, manufacturing, logistics, professional services, and marketing agencies. It is packaged with a 14-day free trial requiring no credit card, seat-based pricing per user per month billed annually, and plan tiers that gate features such as project management. Onboarding services are offered as separate packages.
12 alternatives to Pipeline CRM
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Covers 4 of 15 key features, has a free plan and starts cheaper.
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