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Pipeline CRM

CRM for Salespeople, by Salespeople.

Visit Pipeline CRM

Pipeline CRM (formerly PipelineDeals) is a cloud sales CRM aimed at small and mid-sized B2B and field-sales teams. It covers the standard ground - visual pipeline and deal tracking, contacts, lead management, reporting - and adds things that matter to teams who sell in person or by contract: native eSign, map views with route planning, a lead-form builder, and on-demand data enrichment as a paid add-on.

Vendor's own claim
CRM/authoritative state

Status: Live and actively marketed at check time.

Core capabilities

Vendor's own claim
  • Visual sales pipeline and deal management, with Kanban views
  • Contact, company and lead management
  • Native eSign and contract generation from CRM data
  • Sales automation for deal movement, follow-ups and task assignment
  • Bulk email, automated drip campaigns, and two-way Gmail/Outlook sync
  • AI email assistant for composition and follow-up suggestions
  • Reporting, forecasting and custom dashboards
  • Map views and route planning for field sales
  • Embeddable lead-form builder
  • On-demand data enrichment and email validation (paid add-ons)
  • Mobile app
  • Unlimited file storage on every plan

Pricing

From official docs
PlanPriceIncludedNotable
Start$25 per user/month billed annually ($29 billed monthly)1 sales pipeline; 250 active deals per account; unlimited file storagePipeline management, Contact management (people, companies/customers), Deal and activity reporting
Develop$33 per user/month billed annually ($39 billed monthly)2 sales pipelines; 2,500 active deals per account; unlimited file storageEverything in Start, Customer relationship features, Project management
Grow$49 per user/month billed annually ($59 billed monthly)5 sales pipelines; unlimited active deals; unlimited file storageEverything in Develop, Process automation, Advanced analytics
EnterpriseCustom - contact sales20 sales pipelinesFlexible terms, Success support manager, Enterprise-grade security
Data Enrichment add-onFlat monthly fee (amount not published on the pricing page); available on any tierOn-demand contact enrichment
Email Validation add-onFlat monthly fee (amount not published on the pricing page); available on any tierEmail address validation

Checked 2026-08-07 against their pricing page. Vendors change pricing without notice.

What is Pipeline CRM

Vendor's own claim

This is a mid-market-down CRM that has chosen not to compete on platform breadth. The tell is in the plan structure: the tiering is driven by pipeline count and active-deal caps rather than by feature gating of the core record model, so what you buy as you move up is capacity and automation, not a different product. The field-sales orientation (route planning, map views, mobile) and the project-driven-business content in its own marketing suggest where it lands in practice: teams selling something delivered on site.

Ideal customer profile

Vendor's own claim

Small to mid-sized sales teams that want a CRM to run a pipeline rather than a platform to build on - including field and project-driven businesses (construction, services) where route planning, mobile access and contract eSign matter more than an extensibility story.

Who should look elsewhere

Our read

The Start plan is capped at 1 pipeline and 250 active deals per account, and Develop at 2 pipelines and 2,500 - so a team with several concurrent sale motions hits a structural ceiling rather than a feature ceiling, and lands on Grow at $49/user/mo annual ($59 monthly). Enrichment and email validation are flat monthly add-ons on top of the seat price. We found no MCP documentation.

Tools in the same layer

Our read

No curated rival set covers this tool yet, so these are simply other tools in the same architectural layer and product form. Treat it as a starting point, not a shortlist.

Pipeline CRM FAQ

Is this the same product as PipelineDeals?

Yes - Pipeline CRM's own site and llms.txt both state it was formerly known as PipelineDeals. The rename is cosmetic as far as we could tell; the product, help centre and status page are all live and current.

From official docs
What does it cost?

Three self-serve plans priced per user: Start $25/user/mo annual ($29 monthly), Develop $33 ($39), Grow $49 ($59). Enterprise is custom. Data Enrichment and Email Validation are separate flat monthly add-ons available on any tier.

From official docs
Are there limits on how many deals I can store?

Yes, and they are the main thing the tiers gate. Start allows 1 pipeline and 250 active deals per account; Develop 2 pipelines and 2,500 active deals; Grow 5 pipelines and unlimited active deals; Enterprise 20 pipelines. File storage is unlimited on every plan.

From official docs
Is there a free trial?

A 14-day free trial that runs on the full Grow experience, with no credit card required and cancel-anytime terms, per the pricing page.

From official docs
Does it handle contracts and signatures?

The vendor lists native eSign - creating, sending and tracking documents built from CRM data, without a third-party signature tool.

Vendor's own claim
Is it usable for field sales?

That is a stated focus: map views with route planning to see which customers and prospects are nearby, plus a mobile app. We have not tested either.

Vendor's own claim
Does it have an API?

The vendor's help centre lists an "API | Developers" section, so one exists - but we could not read it. Confirm the API's scope with the vendor before relying on it.

Our read
Is there an MCP server for AI agents?

The product does ship an AI Email Assistant for composition and follow-up suggestions, which is a different thing. Confirm with the vendor.

Our read

Verify before you buy

  • Any API detail: endpoints, auth, base URL, rate limits - the help centre names an API section but no developer host was reachable
  • The flat monthly prices of the Data Enrichment and Email Validation add-ons
  • Whether a vendor-run MCP server exists
  • Official social accounts and any vendor-published SDK or agent-skill repositories

Need help setting it up?

This page tells you whether Pipeline CRM fits. Cheetah builds and runs the system it goes into — enrichment, sequencing, CRM and the joins between them.

Book a call →

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