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Pipeline CRM
Pipeline CRM · Seattle, Washington, United States · founded 2006
What it is
Pipeline CRM is paid sales software for managing deals in a visual pipeline. It also lists email sync, marketing automation, AI features, and a mobile app, and is available on the web, iOS, and Android. Its plans are billed annually and vary by pipeline and active-deal allowances. 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; it includes 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. The company was founded in 2006 and is headquartered in Seattle, Washington, United States. There is no free plan, but a 14-day trial is available.
For and against
For
- Visual pipeline for managing deals.
- Available on web, iOS, and Android.
- Grow includes unlimited active deals.
- 14-day trial is available.
Against
- No free plan is listed.
- Plans are billed annually.
- Enterprise pricing is custom and not listed.
The verdict
Pipeline CRM offers plans with distinct pipeline and deal allowances, plus added features on higher tiers. Review the annual billing and the Enterprise custom-pricing terms before choosing a plan.
Who it suits
Pipeline CRM may suit sales teams that organize work by pipeline and need deal allowances that vary by plan. Its listed capabilities include email sync, automation, and mobile access.
Plans and prices
Start
pipeline, contact and activity management · reporting · unlimited file storage · 14-day Grow trial
Read 15 Oct 2026 · pipelinecrm.com
Develop
standard CRM features · higher tier capabilities than Start · 14-day Grow trial
Read 15 Oct 2026 · pipelinecrm.com
Grow
full CRM capability set · project management · 14-day trial plan
Read 15 Oct 2026 · pipelinecrm.com
Enterprise
custom plan
Read 15 Oct 2026 · pipelinecrm.com
Data Enrichment 250 credits
250 credits · pay only for successful enrichments
Read 15 Oct 2026 · pipelinecrm.com
Start monthly
Start plan features
Read 15 Oct 2026 · pipelinecrm.com
Develop monthly
Develop plan features
Read 15 Oct 2026 · pipelinecrm.com
Grow monthly
Grow plan features
Read 15 Oct 2026 · pipelinecrm.com
Pipeline Connect
up to 5 managed integrations · $0 setup · custom integrations included
Read 15 Oct 2026 · pipelinecrm.com
On the record
- AI features
- Yespipelinecrm.com · read 20 Sep 2026
- API authentication
- API access supports scoped expiring API tokens, JWT and legacy API keys, with tokens recommended for new builds.help.pipelinecrm.com · read 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 · read 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 · read 15 Oct 2026
- Automation
- No-code automations can trigger tasks, notifications and stage changes from rules.pipelinecrm.com · read 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 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 · read 15 Oct 2026
- Documents and signing
- Pipeline CRM supports Word-template document generation, eSignature, lead forms and external collaboration through SuperShare.pipelinecrm.com · read 15 Oct 2026
- Email sync
- Yespipelinecrm.com · read 20 Sep 2026
- Email tools
- The product includes Gmail and Outlook integration, email tracking and templates, automated campaigns and an AI email assistant.pipelinecrm.com · read 15 Oct 2026
- Free trial
- Yespipelinecrm.com · read 20 Sep 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 · read 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 · read 15 Oct 2026
