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Pipeline CRM

pipelinecrm.com

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Spec score 8.6 #3 of 41 in Construction CRM Software

Spec sheet

Product
Pipeline CRM, formerly PipelineDeals, is cloud sales-pipeline software for small and midsize B2B teams.Read 15 Oct 2026 · pipelinecrm.com
Free plan
NoRead 20 Sep 2026 · pipelinecrm.com
Paid from
25Read 20 Sep 2026 · pipelinecrm.com
Integrations
The integrations directory lists 64 live integrations across 14 categories, including QuickBooks Online, Gmail, Outlook, Mailchimp, Google Workspace, Zapier and Asana.Read 15 Oct 2026 · pipelinecrm.com
Headquarters
Seattle, Washington, United StatesRead 28 Sep 2026 · pipelinecrm.com
Founded
2006Read 28 Sep 2026 · pipelinecrm.com
AI features
YesRead 20 Sep 2026 · pipelinecrm.com
API authentication
API access supports scoped expiring API tokens, JWT and legacy API keys, with tokens recommended for new builds.Read 15 Oct 2026 · help.pipelinecrm.com
API capability
The API reads and writes people, companies, deals and activities, supports filtering, CSV exports and web-to-leads.Read 15 Oct 2026 · help.pipelinecrm.com
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.Read 15 Oct 2026 · help.pipelinecrm.com
Automation
No-code automations can trigger tasks, notifications and stage changes from rules.Read 15 Oct 2026 · pipelinecrm.com
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.Read 15 Oct 2026 · pipelinecrm.com
Company ownership
Crunchbase lists PipelineDeals as privately held, acquired by saas.group, with Voyager Capital and Mike Galgon among its investors.Read 15 Oct 2026 · crunchbase.com
Company profile
LinkedIn lists Pipeline CRM as a privately held Seattle software company founded in 2006 with 11–50 employees.Read 15 Oct 2026 · linkedin.com
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.Read 15 Oct 2026 · help.pipelinecrm.com
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.Read 15 Oct 2026 · pipelinecrm.com
Data hosting
Customer data is hosted on AWS in Virginia, United States, with full database backups every four hours to geographically redundant locations.Read 15 Oct 2026 · help.pipelinecrm.com
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.Read 15 Oct 2026 · pipelinecrm.com
Documents and signing
Pipeline CRM supports Word-template document generation, eSignature, lead forms and external collaboration through SuperShare.Read 15 Oct 2026 · pipelinecrm.com
Email sync
YesRead 20 Sep 2026 · pipelinecrm.com
Email tools
The product includes Gmail and Outlook integration, email tracking and templates, automated campaigns and an AI email assistant.Read 15 Oct 2026 · pipelinecrm.com
Free trial
YesRead 20 Sep 2026 · pipelinecrm.com
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.Read 15 Oct 2026 · apps.apple.com
Limit: Capterra connectivity
Capterra reviewers report unreliable email connectivity and occasional synchronization or update delays.Read 15 Oct 2026 · capterra.com
Limit: Gartner analytics
Gartner reviewers criticize shallow analytics, limited interface customization and a layout they find unnatural.Read 15 Oct 2026 · gartner.com
Limit: Software Advice pricing
Software Advice reviewers say Pipeline CRM can become expensive for starter users.Read 15 Oct 2026 · softwareadvice.com
Limit: TrustRadius marketing
TrustRadius reviewers say marketing automation and mass email capabilities are weak compared with broader CRM needs.Read 15 Oct 2026 · trustradius.com
Managed integrations
Pipeline Connect provides setup, hosting, monitoring and maintenance for supported and custom integrations, normally within five business days.Read 15 Oct 2026 · pipelinecrm.com
Marketing automation
YesRead 20 Sep 2026 · pipelinecrm.com
Mobile
Native iOS and Android apps include a business-card scanner, map views and route planning.Read 15 Oct 2026 · pipelinecrm.com
Mobile app
YesRead 20 Sep 2026 · pipelinecrm.com
Pipeline management
Users define deal stages, add unlimited custom fields and receive stage-weighted forecasting reports.Read 15 Oct 2026 · pipelinecrm.com
Praise: Apple mobile app
App Store reviewers praise the mobile app for clean navigation, quick updates and reducing administrative work for field sales.Read 15 Oct 2026 · apps.apple.com
Praise: Capterra ease of use
Capterra’s review summary highlights an intuitive interface and minimal learning curve.Read 15 Oct 2026 · capterra.com
Praise: G2 usability
G2 reviewers repeatedly describe the interface as intuitive, easy to navigate and helpful for organizing follow-ups and daily work.Read 15 Oct 2026 · g2.com
Praise: Gartner activity tracking
Gartner reviewers describe activity tracking as user-friendly and easy to understand.Read 15 Oct 2026 · gartner.com
Praise: TrustRadius flexibility
TrustRadius reviewers commonly praise flexibility, customization, ease of use and API integrations.Read 15 Oct 2026 · trustradius.com
Rating on Apple App Store
3.9 out of 5 from 53 ratings.Read 15 Oct 2026 · apps.apple.com
Rating on Capterra
4.3 out of 5 from 621 reviews.Read 15 Oct 2026 · capterra.com
Rating on G2
4.3 out of 5 from 953 reviews.Read 15 Oct 2026 · g2.com
Rating on Gartner Peer Insights
3.8 out of 5 from 43 ratings.Read 15 Oct 2026 · gartner.com
Rating on Software Advice
4.3 out of 5 from 621 reviews.Read 15 Oct 2026 · softwareadvice.com
Rating on TrustRadius
5.2 out of 10 from 18 reviews and ratings.Read 15 Oct 2026 · trustradius.com
Recent release
Pipeline Copilot entered beta on 1 October 2026 and is being rolled out in stages.Read 15 Oct 2026 · pipelinecrm.com
Security certification
Pipeline CRM states that it is SOC 2 certified through independent auditing against the AICPA Trust Services Criteria.Read 15 Oct 2026 · help.pipelinecrm.com
System languages
The platform is available in English, French and Spanish, while Grow subscriptions support more than 60 currencies.Read 15 Oct 2026 · pipelinecrm.com
Visual sales pipeline
YesRead 20 Sep 2026 · pipelinecrm.com

Plans and prices

Start $25 a month annually per user pipeline, contact and activity management · reporting · unlimited file storage · 14-day Grow trial Read 15 Oct 2026 · pipelinecrm.com
Develop $33 a month annually per user standard CRM features · higher tier capabilities than Start · 14-day Grow trial Read 15 Oct 2026 · pipelinecrm.com
Grow $49 a month annually per user full CRM capability set · project management · 14-day trial plan Read 15 Oct 2026 · pipelinecrm.com
Enterprise Priced on request custom custom plan Read 15 Oct 2026 · pipelinecrm.com
Data Enrichment 250 credits $19 a month monthly flat fee 250 credits · pay only for successful enrichments Read 15 Oct 2026 · pipelinecrm.com
Start monthly $29 a month monthly per user Start plan features Read 15 Oct 2026 · pipelinecrm.com
Develop monthly $39 a month monthly per user Develop plan features Read 15 Oct 2026 · pipelinecrm.com
Grow monthly $59 a month monthly per user Grow plan features Read 15 Oct 2026 · pipelinecrm.com
Pipeline Connect $99 a month monthly flat fee up to 5 managed integrations · $0 setup · custom integrations included Read 15 Oct 2026 · pipelinecrm.com
Pipeline Connect Pro $249 a month monthly flat fee up to 15 managed integrations · $0 setup · custom integrations included Read 15 Oct 2026 · pipelinecrm.com

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