# Pipeline CRM

> Sales pipeline CRM for small and mid-size B2B teams

Pipeline CRM, formerly PipelineDeals, is a sales CRM for small and mid-size B2B teams. Deals move through stages you define on a kanban board, with email sync, lead forms, document generation, automations and stage-weighted forecasting around it. A built-in assistant called Copilot, in beta, sets up pipelines, fields and reports from plain-English requests. The three per-user plans differ mainly in pipeline, deal and automation limits.

- **Category:** CRM Software
- **Made by:** Pipeline CRM (saas.group) (since 2006)
- **Website:** https://pipelinecrm.com
- **Runs on:** Web, iOS, Android
- **Facts last checked:** Oct 6, 2026

## Pricing

Pipeline CRM is a paid product with a free trial, starting at $25 per user / month, billed annually ($29 billed monthly).

- **Pricing model:** Free trial
- **Free plan:** None.
- **Free trial:** 14-day free trial on the Grow plan, no credit card required.

| Plan | Price | What you get |
| --- | --- | --- |
| Start | $25 per user / month, billed annually ($29 billed monthly) | 1 sales pipeline, 250 active deals per account, 25 custom fields, 1 automation and 5 exports per user a month. |
| Develop | $33 per user / month, billed annually ($39 billed monthly) | 2 pipelines, 2,500 active deals, 35 custom fields, 10 automations, unlimited email tracking and 2 free read-only users. |
| Grow | $49 per user / month, billed annually ($59 billed monthly) | 5 pipelines, unlimited deals and custom fields, 20 automations, eSign, bulk email, drip campaigns and project management. |
| Enterprise | Custom | 20 pipelines, 100 automations, 5 free read-only users, flexible terms and a success support manager. |

Read from https://pipelinecrm.com/pricing/ on Oct 6, 2026. Prices change, so confirm with Pipeline CRM before buying.

## Ways to pay less

- **Save up to $120 per user a year with annual billing** (Annual discount): Annual billing lowers the monthly rate from $29 to $25 on Start, $39 to $33 on Develop and $59 to $49 on Grow, a saving of $48, $72 and $120 per user a year. Source: https://pipelinecrm.com/pricing/

## Key features

- **Kanban pipeline board:** Deals move through stages you define on a drag-and-drop board, with value and next step on each card. Start has 1 pipeline, Develop 2, Grow 5 and Enterprise 20.
- **Pipeline Copilot (Beta):** A built-in assistant that sets up pipelines, fields, automations and reports from plain-English requests, within each user's permissions. Strict mode asks before every change.
- **Email sync and campaigns:** Gmail and Outlook sync logs email against contacts and deals. Email templates, bulk email and drip campaigns are limited to the Grow and Enterprise plans.
- **Instant Docs and eSign:** Instant Docs fills proposals and contracts from your own Word templates on every plan. Sending a document for signature needs Grow or Enterprise.
- **Mobile apps for field sales:** The iOS and Android apps include a business card scanner, voice notes converted to text, a map of nearby contacts and route planning for up to 10 stops.
- **Automations and forecasting:** Rule-based automations trigger tasks, notifications and stage changes: 1 on Start, 10 on Develop and 20 on Grow. Reports forecast by stage with weighted deal values.

## Good for

- Small and mid-size B2B sales teams organized around a deal pipeline
- Field sales reps who log visits and scan business cards from a phone
- Teams that want the vendor to build and monitor their integrations

## Worth knowing

- There is no free plan, only a 14-day trial that runs on the Grow plan.
- Start is capped at 1 pipeline, 250 active deals per account, 25 custom fields and 1 automation.
- Email templates, bulk email, drip campaigns, eSign and project management need Grow at $49 per user / month or Enterprise.
- Data Enrichment (from $19 a month), Email Validation ($25 a month) and Pipeline Connect (from $99 a month) are paid add-ons.

## Works with

QuickBooks, Zapier, Mailchimp, Outlook, Google Workspace, Apollo.io, ActiveCampaign, RingCentral

**Tags:** Sales pipeline, Kanban boards, Workflow automation, AI features, Forms, Reports, Public API

## Alternatives

- [Pipedrive](https://toolgpa.com/tools/pipedrive): Sales CRM organized around visual deal pipelines. [Compare](https://toolgpa.com/compare/pipedrive-vs-pipeline-crm)
- [Nutshell](https://toolgpa.com/tools/nutshell): Sales CRM with email marketing, forms and AI built into every plan. [Compare](https://toolgpa.com/compare/nutshell-vs-pipeline-crm)
- [Capsule CRM](https://toolgpa.com/tools/capsule-crm): Small-business CRM for contacts, sales pipelines and projects. [Compare](https://toolgpa.com/compare/capsule-crm-vs-pipeline-crm)
- [Insightly](https://toolgpa.com/tools/insightly): CRM with built-in project management for after the sale. [Compare](https://toolgpa.com/compare/insightly-vs-pipeline-crm)
- [Less Annoying CRM](https://toolgpa.com/tools/less-annoying-crm): Simple CRM for small businesses at one flat per-user price. [Compare](https://toolgpa.com/compare/less-annoying-crm-vs-pipeline-crm)

## Sources

The prices, plans, platforms and features above were read from these pages on Oct 6, 2026:

- https://pipelinecrm.com/pricing/
- https://pipelinecrm.com/
- https://pipelinecrm.com/features/
- https://pipelinecrm.com/features/mobile-crm/
- https://pipelinecrm.com/features/integrations/
- https://pipelinecrm.com/about/

Page: https://toolgpa.com/tools/pipeline-crm
Listed by ToolGPA (toolgpa.com).