The Pipeline CRM Insider’s Guide
Everything we know about Pipeline CRM in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.
Pipeline CRM
The Insider’s Guide
Sales pipeline CRM for small and mid-size B2B teams
Every plan, grade, refund rule and rival among CRM tools, read from Pipeline CRM’s own pages.
Made by Pipeline CRM (saas.group) · checked Oct 6, 2026 · toolgpa.com
Contents
- 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
- 02What it costsEvery plan, the free plan, ways to pay less and how prices have moved
- 03What it doesIts main features, where it runs, what it works with and who makes it
- 04Where it standsIts grades against its category, and whether to keep it or make your own
- 05The alternativesThe tools it is most often weighed against, side by side
- 06Quick answersThe questions people ask about it, each answered in a line or two
- 07About ToolGPAWho made this guide, what else is on the site, and how to cite it
ToolGPA put this guide together from Pipeline CRM’s own pages, its app-store listings and our grades. Every fact in it is on Pipeline CRM’s page too, where it is kept up to date. Checked Oct 6, 2026.
Part 01 · Overview
Welcome
What it is, who it suits, its grades and the ten things to know first
2.2
GPA, above 4 of the 48 other CRM tools we grade
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.
To get you started, here are 9 things to know about Pipeline CRM, taken from its own pages and our grades.
No rating on record, and you're naming stages, building fields and wiring email sync before it earns its keep.
- 1
Best for B2B sales teams with reps out on the road
Pipeline CRM is a deal board for B2B sales teams, with email sync, proposals filled from your own Word templates, and phone apps that scan cards and plan visit routes.
- 2
Paid plans start at $25 a month for each person
As its pricing page puts it: $25 per user / month, billed annually ($29 billed monthly).
- 3
You can try it first
14-day free trial on the Grow plan, no credit card required
- 4
It runs on 3 platforms
Web, iOS and Android.
- 5
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.
- 6
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.
- 7
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.
- 8
A 2.2 GPA, above 4 of 48
That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.
- 9
Keep it
To replace Pipeline CRM you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
Pipeline CRM at a glance
- Pricing
- Free trial, from $25 per user / month, billed annually ($29 billed monthly)
- Free plan
- No
- Free trial
- 14-day free trial on the Grow plan, no credit card required
- Runs on
- Web, iOS, Android
- Made by
- Pipeline CRM (saas.group), since 2006
- Category
- CRM Software
- Our grade
- 2.2 GPA, fair
The report card
Best for B2B sales teams with reps out on the road
Pipeline CRM is a deal board for B2B sales teams, with email sync, proposals filled from your own Word templates, and phone apps that scan cards and plan visit routes. Start is $25 a user and stops at one pipeline, 250 active deals and one automation. Email templates, bulk email and eSign wait for Grow at $49, enrichment is an add-on, and there's no free plan.
| Subject | Grade | Comment |
|---|---|---|
| Value for money | D | Start is $25 a user a month on yearly billing, the middle for this category, for 1 pipeline, 250 active deals across the whole account and 1 automation. Email templates, bulk email, drip campaigns and eSign need Grow at $49, twice that middle, and enrichment is an add-on from $19 a month. |
| Free plan and trial | C | No free plan. The trial is 14 days on the Grow plan with no credit card, so you see the top published plan before you pick one. After that it's paid per user, every month. |
| Features | B | A drag-and-drop deal board, Gmail and Outlook sync, proposals and contracts filled from Word templates on every plan, rule-based automations, weighted forecasts, and phone apps that scan cards and plan routes of up to 10 stops. The B2B sales job covered, with the limits set by plan. |
| Ease of use | C | No rating on record, and you're naming stages, building fields and wiring email sync before it earns its keep. The Copilot can set up pipelines, fields and reports when you ask in plain English, but it's still in beta. |
| Platforms and integrations | B | Web, iPhone and Android, with no desktop app. It connects to Google Workspace, Outlook, QuickBooks, Mailchimp, ActiveCampaign, RingCentral and Zapier, and there's an API. The vendor will build and look after integrations for you, from $99 a month. |
An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.
Who Pipeline CRM is for
- Fits if your team sells to other businesses and thinks in deals and stages
- Works for reps out visiting, with card scanning, voice notes and route planning on the phone
Who it is not for
- Tight if you're on Start, with 1 pipeline, 250 active deals per account, 25 custom fields and 1 automation
- Pricey if you want email templates, bulk email, drip campaigns or eSign, which need Grow at $49 a user
- Skip it if you want a free plan, as there's only the 14-day trial
- Watch out: Data Enrichment from $19, Email Validation at $25 and Pipeline Connect from $99 a month are add-ons
- Watch out: the trial runs on Grow, so dropping to Start afterwards takes away features you tried
Good to know
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.
Part 02 · Pricing
What it costs
Every plan, the free plan, ways to pay less and how prices have moved
$25
A month to start, for each person
Pipeline CRM is a paid product with a free trial, starting at $25 per user / month, billed annually ($29 billed monthly).
After that it's paid per user, every month.
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.
Trying it first
14-day free trial on the Grow plan, no credit card required
Read from pipelinecrm.com on Oct 6, 2026.
Ways to pay less
Annual discount
Save up to $120 per user a year with annual billing
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.
Stated on pipelinecrm.com
Part 03 · Features
What it does
Its main features, where it runs, what it works with and who makes it
3
Places it runs: Web, iOS and Android
Sales pipeline CRM for small and mid-size B2B teams. Here is what it does, as its own site describes it, and what it covers: public API, AI features, kanban boards, sales pipeline, workflow automation, forms, reports.
Web, iPhone and Android, with no desktop app.
- 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.
Where it runs
- Web
- iOS
- Android
What it works with
- QuickBooks
- Zapier
- Mailchimp
- Outlook
- Google Workspace
- Apollo.io
- ActiveCampaign
- RingCentral
Pipeline CRM is made by Pipeline CRM (saas.group), and has been around since 2006.
Part 04 · Standing
Where it stands
Its grades against its category, and whether to keep it or make your own
4/48
Other CRM tools it is graded above
Pipeline CRM's GPA of 2.2 is higher than 4 of the 48 other CRM tools we grade, and level with 14.
It stands best on features (B, above 18 of 48) and worst on value for money (D, above 0).
Its paid plans start at $25 a month for each person, against a middle price of $24 for the category: 25 of the 46 others that charge start lower.
On features, ease of use and platforms it scores 2.7 out of 4. 5 tools score higher and cost less.
Each grade against the category
Every bar is all 49 CRM tools we grade, cut by the letter each got. Pipeline CRM’s own letter is outlined.
- DValue for moneyAbove 0 of 48
- CFree plan and trialAbove 4 of 48
- BFeaturesAbove 18 of 48
- CEase of useAbove 1 of 48
- BPlatforms and integrationsAbove 5 of 48
Price against what you get
Each dot is one of 47 CRM tools. Further left costs less; higher up scores better on features, ease of use and platforms. Pipeline CRM is the marked dot.
What paid plans start at, a month (each step along is roughly double) →
Keep it, or make your own?
Whether this is something you could build for yourself with an AI app builder, and what you would give up.
Keep it
To replace Pipeline CRM you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.
That makes this kind of software worth paying for, not this one in particular: 30 of the 48 other CRM tools grade higher. It costs $300 a year.
What you could make
- Sales pipeline, kanban boards, forms and reports: an app builder makes these well.
What you could not
- Connections to other products, each kept working as those products change.
- A real app for iOS and Android. Something home-made would be a web page.
- It is priced for each person, which means accounts and billing for a team.
- AI features, unless you pay a model provider for each request yourself.
- What a company asks for before it lets staff use something: roles and permissions.
- The depth: we grade its features B, which means it covers the whole job.
What this rests on. Pipeline CRM’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.
Part 05 · Alternatives
The alternatives
The tools it is most often weighed against, side by side
Pipedrive, Nutshell, Capsule CRM, Insightly and Less Annoying CRM
The 5 tools Pipeline CRM is most often weighed against, with where each one differs from it.
- 2.2GPA
Pipedrive
Free trial · from $14/mo
Sales CRM organized around visual deal pipelines.
- Pipeline CRM also covers forms and reports.
- Pipedrive also covers transcription.
- 2.4GPA
Nutshell
Free trial · from $13/mo
Sales CRM with email marketing, forms and AI built into every plan.
- Pipeline CRM also covers kanban boards.
- Nutshell also covers booking links.
- 2.2GPA
Capsule CRM
Free plan · from $18/mo
Small-business CRM for contacts, sales pipelines and projects.
- Capsule CRM has a free plan. Pipeline CRM does not, though it has a free trial.
- Pipeline CRM also covers forms.
- Capsule CRM also covers tasks.
- 2.2GPA
Insightly
Free trial · from $29/mo
CRM with built-in project management for after the sale.
- Pipeline CRM also covers kanban boards and forms.
- Insightly also covers tasks.
- 2.4GPA
Less Annoying CRM
Free trial · from $15/mo
Simple CRM for small businesses at one flat per-user price.
- Only Pipeline CRM lists iOS and Android apps.
- Pipeline CRM also covers kanban boards and workflow automation.
- Less Annoying CRM also covers tasks and calendar.
Part 06 · Questions
Quick answers
The questions people ask about it, each answered in a line or two
14
Questions, each answered in a line or two
The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.
Is Pipeline CRM free?
No, Pipeline CRM is a paid product, but you can try it first. 14-day free trial on the Grow plan, no credit card required.
How much does Pipeline CRM cost?
Pipeline CRM lists 4 plans. Start: $25 per user / month, billed annually ($29 billed monthly).
What platforms does Pipeline CRM work on?
Pipeline CRM is available on Web, iOS and Android.
Does Pipeline CRM offer any discounts?
Pipeline CRM publicly lists the following: Save up to $120 per user a year with annual billing.
Does Pipeline CRM have a Windows app?
No Windows app was listed when its pages were read on Oct 6, 2026. Pipeline CRM is listed for Web, iOS and Android.
Does Pipeline CRM have a macOS app?
No macOS app was listed when its pages were read on Oct 6, 2026. Pipeline CRM is listed for Web, iOS and Android.
Is Pipeline CRM open source?
Pipeline CRM is not described as open source on its own site, as read on Oct 6, 2026.
Does Pipeline CRM have an API?
Yes. Pipeline CRM offers a public API, according to its own site.
What does Pipeline CRM integrate with?
Pipeline CRM's listing names QuickBooks, Zapier, Mailchimp, Outlook, Google Workspace, Apollo.io, ActiveCampaign and RingCentral.
Who makes Pipeline CRM?
Pipeline CRM is made by Pipeline CRM (saas.group). It dates from 2006.
What are the alternatives to Pipeline CRM?
The closest alternatives to Pipeline CRM in our directory are Pipedrive, Nutshell, Capsule CRM, Insightly and Less Annoying CRM.
How does Pipeline CRM compare with other CRM tools?
Pipeline CRM's GPA of 2.2 is higher than 4 of the 48 other CRM tools we grade, and level with 14.
Is Pipeline CRM good value for money?
ToolGPA grades Pipeline CRM D for value for money. Its paid plans start at $25 a month for each person, against a middle price of $24 for the category: 25 of the 46 others that charge start lower.
Could I make my own version of Pipeline CRM?
To replace Pipeline CRM you would be making connections to other products, each kept working as those products change.
Where this guide comes from
The prices, plans, platforms and features were read from Pipeline CRM’s own pages on Oct 6, 2026, and the grades were given on Oct 10, 2026. Graded from this listing, whose facts were read from Pipeline CRM's own pages on 6 October 2026. Also tested with a demo account on 2026-02-17.
Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Pipeline CRM (saas.group). Prices change, so check pipelinecrm.com before you buy.
Part 07 · About
About ToolGPA
Who made this guide, what else is on the site, and how to cite it
3,189
Tools graded, in 94 categories
ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.
Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.
3,189
tools graded
94
categories
426
price changes on record
579
apps priced in 12 countries
What else is on toolgpa.com
- Pipeline CRM, kept up to dateEverything in this guide, with prices and grades as they are todaytoolgpa.com/tools/pipeline-crm
- How grades are givenThe rules behind every letter and every GPAtoolgpa.com/grades
- Value chartsWhat each tool costs against what it scores, for every categorytoolgpa.com/charts
- CompareAny two tools side by side, plan by plantoolgpa.com/compare
- Price changesEvery price rise and cut on record, each with its sourcetoolgpa.com/price-changes
- Prices by countryWhat apps cost on the App Store in 12 countriestoolgpa.com/prices-by-country
- Pay lessEvery public discount: yearly billing, students, nonprofitstoolgpa.com/save
- Keep or makeWhich tools are worth paying for, and which you could build yourselftoolgpa.com/keep-or-make
Scan for the live page
Prices and grades as they are today
Quoting this guide?
Please name ToolGPA and link to the live page, so readers can check the figures for themselves:
ToolGPA, "Pipeline CRM: The Insider's Guide", checked Oct 6, 2026. https://toolgpa.com/tools/pipeline-crm
Know someone choosing between CRM tools?
Send them this guide: toolgpa.com/tools/pipeline-crm/guide
ToolGPA elsewhere: youtube.com/@toolgpa
See our other guides
The best-graded CRM tools after Pipeline CRM, each with an Insider's Guide of its own.
- CRM Software Insider's GuideEvery one of the 49 CRM tools we grade, compared
- HubSpot Insider's GuideFree CRM at the center of a marketing, sales and service suite3.2 GPA
- Bigin by Zoho CRM Insider's GuidePipeline-based CRM from Zoho for small businesses2.8 GPA
- Bitrix24 Insider's GuideFlat-priced CRM with tasks, chat, video calls and a site builder2.8 GPA
Choosing software? Every tool graded, every price dated.
Compare tools at toolgpa.com ›Everything in this guide is ToolGPA’s own summary of what Pipeline CRM’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Pipeline CRM is a trademark of its owner, and this guide is not made, paid for or approved by Pipeline CRM (saas.group). Prices and plans change: check pipelinecrm.com before you buy.