PipelineDeals (Pipeline CRM)
Visual Sales Pipeline Management
Overview
PipelineDeals (now known as Pipeline CRM) is a visual, easy-to-use CRM designed specifically for sales teams that prioritize pipeline visibility and deal tracking. With its intuitive drag-and-drop interface, customizable pipelines, and robust reporting features, PipelineDeals helps sales teams track opportunities, forecast revenue, and close more deals. The platform excels at providing a clear visual representation of your sales process, making it easy to identify bottlenecks and optimize your approach. Built for small to mid-sized B2B sales teams, PipelineDeals offers the perfect balance of power and simplicity.
Pros
- Extremely visual and intuitive pipeline interface
- Easy to set up and customize for your sales process
- Strong reporting and forecasting capabilities
- Good mobile apps for field sales teams
- Excellent task and activity management
- Customizable fields and workflows
- Affordable pricing for small teams
- Integration with popular business tools
Cons
- Marketing features are limited
- Interface can feel dated compared to newer CRMs
- Customer support can be slow at times
- Advanced features require higher-tier plans
- Limited customization for complex sales processes
Key Features
Visual Pipeline Management
Drag-and-drop deals between pipeline stages with a clean, visual interface. See your entire sales process at a glance and identify which deals need attention immediately.
Custom Pipelines
Create unlimited pipelines tailored to different sales processes, product lines, or teams. Customize stages, fields, and probabilities for each pipeline independently.
Activity Tracking
Log calls, meetings, emails, and tasks automatically. Track all customer interactions in one timeline view to understand the complete relationship history.
Sales Forecasting
Forecast revenue based on pipeline data and stage probabilities. Analyze win rates, sales cycles, and conversion rates to improve accuracy and identify trends.
Email Integration
Sync with Gmail or Outlook to log emails automatically. Send emails from within PipelineDeals and track opens, clicks, and responses in real-time.
Custom Reporting
Build custom reports to track any metric that matters to your team. Analyze performance by rep, region, product, or any custom field you've created.
Our Verdict
PipelineDeals is an excellent choice for sales-focused teams that want a visual, straightforward CRM without unnecessary complexity. Its strong pipeline management, good reporting, and affordable pricing make it ideal for small to mid-sized B2B companies. While it may lack advanced marketing features, teams focused primarily on sales will find everything they need.
Last updated: October 2025
Pricing Details
PipelineDeals offers three plans: Start ($25/user/month with basic CRM), Develop ($33/user/month with automation), and Grow ($49/user/month with advanced features and integrations). All plans include unlimited contacts and deals. Annual billing provides discount. 14-day free trial available.
Best For
- Small to mid-sized B2B sales teams
- Organizations prioritizing visual pipeline management
- Teams needing straightforward deal tracking
- Businesses with defined sales stages
- Sales-focused teams not needing marketing automation
Alternatives
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