What it does
Pipeline CRM manages contacts, deals and sales activity for small and mid-sized business-to-business teams. Sales stages and custom fields can reflect different sales cycles, with forecasting based on the pipeline. It offers paid per-user plans and a 14-day Grow trial without a credit card.
Match the plan to the number of sales processes
| Plan | Pipelines | Active deals per account |
|---|---|---|
| Start | 1 | 250 |
| Develop | 2 | 2,500 |
| Grow | 5 | Unlimited |
| Enterprise | 20 | Unlimited |
Standard plans use monthly or annual per-user billing. Start also limits exports to five per user each month; higher plans allow unlimited exports. Data enrichment, email validation and calling are separate add-ons.
Configuring a pipeline
Pipeline CRM's Copilot can create pipelines, fields, automations and reports from plain-language requests. Strict mode asks before each change. For example, a team handling both project bids and repeat orders can use separate pipelines with stages appropriate to each. The forecast then uses the stage probabilities the team supplies.
To explore the service, register for Test 14 days for free. Excel or CSV imports are included on every plan.
Strengths
- Copilot offers a confirmation-based Strict mode
- Every plan supports Excel or CSV imports and deal reporting
Watch out for
- Start permits only one pipeline and 250 active deals
- Start limits exports to five per user per month
Best for
- B2B teams with different sales cycle lengths
Sources
- Pipeline CRM plans and pricing (Oct 27, 2026)
- Pipeline CRM and Copilot (Oct 27, 2026)