Pipeline CRM Review (2023) Tested for SMBs
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Bonfire Rating: 4.6/5 Pipeline CRM is perfect for scaling up your small business!
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Let’s face it finding the right CRM can be tricky. Especially without the right information to help find something that fits your specific needs. Choosing the wrong CRM can result in mismanaged data , lost leads , and time spent trying to recoup your losses. I’m AJ, and I’m here to make sure that doesn’t happen. I’ve had a ton of experience using CRMs as I built up and sold my digital agency to a successful multi-million dollar exit. Now I’m here to impart that knowledge to my fellow entrepreneurs and small business owners. For this review, we looked at Pipeline CRM specifically. The Small Business Bonfire team and I took a deep dive into everything from features and pricing to customer support and practical use cases .
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You Can Trust Small Business Bonfire Since 2009 Small Business Bonfire has been testing and rating thousands of business software to help you (our small business owners) start & scale your organizations. If you want to know more about how we test, please read this article here.
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.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} What is Pipeline CRM?
Pipeline CRM is a user-friendly CRM software that, at its core, helps businesses manage customer information, automate actions, and streamline sales processes. As the name might suggest, Pipeline is focused on, well, pipeline management. Pipeline CRM is designed to help businesses focus their efforts on the customers who offer the most potential for success . Throughout our testing, we found it to be an affordable service that specializes in managing contacts, leads, and deals. As a result, we recommend it specifically for small and midsize businesses looking to scale up their marketing efforts, empower their sales teams, and streamline their pipelines. Here are some features that Pipeline CRM provides: Dashboards Contact management Deals pipeline Task management (Agenda) Powerful reporting & analytics Email automation and sync We tested Pipeline CRaM by signing up for their Grow plan and then really got into it!
Pros and Cons of Pipeline CRM
We’ve already touched on some great features that the CRM software offers; however, it’s also important to discuss the drawbacks. Here are some pros and cons of Pipeline CRM.
Pipeline CRM Pros
Affordable compared to a lot of CRMs
Tons of pipeline customization
All your data is easy to manage in dashboards
Pipeline CRM Cons
Lacks social media integration
Limited app integrations
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Visit Site For Pricing
Who Is Pipeline CRM Best Suited For?
As we touched on previously, Pipeline CRM is best suited for sales-focused small and midsize companies that are planning on scaling up. Their plans are very affordable , with the most expensive (Grow) plan costing only $59/month . This means that businesses on a budget looking for a powerful CRM can benefit greatly from the features that Pipeline offers.
Who is Pipeline CRM Not Suited For?
Pipeline’s CRM platform is not really the best fit for larger organizations and enterprises. While they offer a lot of great features to track, manage, and streamline sales, they are limited in terms of the integrations and automation capabilities often needed by larger companies. If you fall into this category, we recommend checking out HubSpot CRM. In terms of integration and having everything all in one place, HubSpot is head and shoulders above Pipeline CRM in our opinion .
Pipeline CRM Pricing: How Much Does It Cost?
Pipeline has 3 plans to choose from. They also offer a 14-day free trial for each plan. Here are the plans the service offers: Start Plan – $29/month Develop – $39/month Grow – $59/month
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How Does Pipeline CRM Pricing Compare?
In terms of pricing, Pipeline CRM is very affordable. It costs about as much as Zoho CRM or Pipedrive CRM, yet offers more customization and sales process automation than both platforms. Pipeline CRM is definitely on the low side of pricing when compared to a larger platform such as Salesforce CRM which can run users as much as $300/month , or HubSpot which can get as high as $5,000/month , billed annually, on the Enterprise CRM Suite plan. It is worth noting that once can afford it, we recommend ultimately switching to a more robust CRM such as Salesforce or HubSpot. These platforms provide a ton of return on investment for what you put in.
Pipeline CRM Pricing Tips
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Annual Plans Save By paying annually, you can save up to $10/month on their Grow plan. That means you're only paying $49/month. In our opinion, this is an extremely competitive price for all of the features provided.
14-Day Free Trial Pipeline CRM offers a 14-day free trial on all of their plans. We recommend you at least try them out to get an idea of how their services can benefit your company. If you don't like it, there's no harm done since they don't require a credit card.
Pipeline CRM Software Features
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Integrations
Having the ability to integrate your CRM with other programs that your business utilizes is key. Pipeline allows you to sync contacts, tasks, and deals with various services such as Gmail, Outlook, Zapier, and more. Here are some popular integrations that Pipeline offers: Mailchimp Outlook QuickBooks Online Zapier Excel Linking your account is as simple as signing in and then Pipeline does the rest. There's no coding necessary.
Agenda
Pipeline's CRM platform has a helpful feature called "agenda" that can help your project management team streamline tasks. This tool allows users to view a list of tasks that need to be completed and prioritize them based on urgency . It also allows users to assign specific tasks to team members and create deadlines so that everyone knows what needs to be done when. This helps keep everyone on the same page and eliminates confusion about who is responsible for what . One aspect of the agenda feature that we liked was that the overdue tasks are highlighted in red and easy to see. This way there is no confusion from your sales team. As you can see, we created some sample tasks in our testing. The process was simple and easy in our opinion.
Dashboard
Pipeline CRM has a customizable dashboard feature that we loved testing. We created a dashboard and were instantly able to choose which metrics we wanted to include. Some examples include: Pipeline Custom reports Goals Agenda Deals slipping away We went with "pipeline", "agenda", and "deals slipping away" in order to see all of our sales processes in one location. We especially loved the drag-and-drop functionality of the site, allowing us to customize exactly how the dashboard looked . Being able to customize you're dashboard to suit the needs of your business is especially helpful for teams who need to track specific sales performance metrics. This could include any of the following: Niche businesses who need to track a particular metric Teams that are tracking several different funnel stages Sales reps tracking their own performance Customer service teams monitoring satisfaction scores
Deals Pipeline
Pipeline deals are easily managed using this feature. Users can do the following using the deals tool: Add deals with the click of a button Automate tasks Set up alert reminders Track progress of deals in a visually appealing way The add/remove column functionality makes it easy to organize your sales according to the specific needs of your business. It also users to assign specific tasks to team members. We found this feature to be especially helpful for staying organized and on top of the sales process . Here's an example of our pipeline to give you a better idea of the interface.
Account Customizations
Pipeline's CRM service provides account management customizations that allow users to tweak their accounts as their needs change. Some settings that you can customize include the following: Adding new users Create custom fields Add deal stages Set up categories Build forms We were impressed with the level of flexibility Pipeline CRM provided , allowing us to tailor our account to meet the specific needs and goals of Small Business Bonfire. Here's the "add new user" form. It was quick and easy to alter permissions, team role, and send the invite to our new team member.
Calendar
One of the most useful features we tested in Pipeline CRM was the calendar functionality. With this feature, users can easily do the following: Create and manage appointments Schedule calls and meetings Set reminders We found this feature helpful for keeping us on top of our commitments and making sure that everything was running smoothly. You can integrate the following programs into your calendar: Gmail Google Calendar Outlook
Contact Management
Pipeline CRM has automated contact management tools that allow users to easily manage contacts across multiple channels at once. These are separated into Companies and People. Using Pipeline's contact management system, users can do the following: Track total pipeline campaigns Edit activities in real time Create custom fields Merge duplicate contacts Import/export contacts Organize contacts into lists We found this feature especially useful for tracking leads, customers, and prospects. Here is our activity log for our test contact so you can get a better idea of how Pipeline's contact management works.
Email Tools
Pipeline's CRM platform provides powerful email capabilities, including the following features: Inbox sync Bulk email Email campaigns Analytics Templates Users can sink their email from Google or Microsoft Exchange so that all their emails are in one place. Syncing your email is as easy as the click of a button. Once you've synced your inbox up, you can create your email campaign. You can assign various steps of the campaign, and even decide when certain emails are sent during the campaign. It's not the most intuitive automation, but it works.
Reporting
Pipeline CRM offers a robust reporting feature that allows users to track their team's performance and productivity effectively . With the advanced reporting tools, managers can create reports based on various metrics such as deals won, lost, and pipeline value, helping them gauge their team's performance. Plus, the platform provides real-time insights into the following: Individual performance Highlighting areas of improvement Identifying high-performing sales reps Throughout our months of reviewing the product, we found the reporting options easy to navigate and the reports to be visually appealing and informative.
What are the Limitations of Pipeline CRM? Pipeline CRM, like any other software, comes with some limitations. One of our main concerns is the absence of comprehensive integrations with other third-party software . It does have some, but the list left something to be desired in our opinion. CRM users need to be able to access data collected from other software integrated into their business processes. This is especially true for large organizations that utilize a lot of other apps. What Sets Pipeline CRM Apart from the Competition? Pipeline CRM stands out as a fantastic custo
