Pipeline CRM

Learn about Pipeline CRM Software. Includes info on Pipeline, free trials, pricing, customer reviews, and FAQs.

Updated on November 8th, 2023

The SMB Guide is reader-supported. When you buy through links on our site, we may earn an affiliate commission. Learn more

Pipeline is a customer relationship management service that allows you to manage key deliverables, project details, milestones, and deadlines, offering an effective CRM system.

Also Consider

Hubspot CRM

Top-notch CRM. FREE, forever.

Get Hubspot CRM

Automatically logs all activity.

See all contact info in one place.

Chat with customers and prospects in real time.



Monthly Pricing

Annual Pricing


$29.00 /user.

$25.00 /user /mo.


$39.00 /user.

$33.00 /user /mo.


$59.00 /user.

$49.00 /user /mo.

Pipeline CRM

Pros: Customizable dashboard and simple task management functions.

Cons: Trouble syncing the calendar with Outlook or iCal calendars.

Bottomline: PipelineDeals is an excellent tool for contact management and account management tasks.

Key Information:

Legal Name



JP Werlin

Founding Date

May 01, 2006


1008 Western Ave., Ste. 401, Seattle, WA 98104

Number of Employees


Number of Customers





1 (866) 702-7303




What is Pipeline CRM?

Pipeline is a customer relationship management platform that allows businesses to manage relationships with customers and help their businesses to grow.

How much does it cost to use Pipeline CRM?

Pipeline CRM's plans range from $29.00 to $59.00 per user, billed monthly.

Can I sync the Pipeline calendar on my mobile device?

Yes. You can activate the Pipeline calendar on your mobile device by logging in to your account through the web browser on your phone and choosing the "Subscribe" option at the bottom of the calendar.

Does Pipeline CRM restrict the amount of data that I can import?

No. Although no data import restrictions apply, you will need to create a filter to view the data if you have over 50,000 records.

Is Pipeline CRM HIPAA-compliant?

No. Pipeline CRM is SOC 2 certified, but not HIPAA compliant.

Is there a free trial for Pipeline CRM?

Yes. Pipeline CRM offers a free, fully-featured, 14-day trial.

Does Pipeline CRM have any automatic reporting capabilities?

Yes. Pipeline CRM has a Morning Coffee Report that is a daily report emailed to you at 4:00 am and indicates your team's performance for the previous day. You will need to activate the Morning Coffee Report in your profile.

What are some Pipeline CRM alternatives?