Pipeline CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Sales Pipeline Management
- Lead Management
- Sales Team Management
- Contact Management
- Email Campaigns & Tracking
- Custom Fields
- Sales Forecasting
- Commission Tracking
- Sales Performance Monitoring
- Custom Deal Stages
- File Storage
- Collaboration Tools
- Goal Tracking
- Reporting & Analytics
- Account Permissions
- SuperShare
- Smart Agenda
- Mobile App
Pricing Info
Pricing Info
Pipeline CRM has three-tiered pricing plans: Start Plan, Develop, and Grow. All of them are also available in both monthly and yearly payment schemes. Here are the three pricing plans and their features:
Start Plan – $29/month or $25/month billed annually
- 1 Sales Pipeline
- People
- 250 Deals per account (active deals)
- Companies/Customers
- Unlimited File Storage
- Deal and Activity Reporting
- Import Data Excel or CSV
- 5 Exports/user/month
- 25 Custom Fields
- Locked Fields
- Required Fields
- 250 Email Tracking per user
- 1 Automation
- Task Templates
- Goal Dashboard – Team/Individual
- Share Lists with Internal Users
- SSO
- 1 Team
Develop – $39/month or $33/month billed annually
- Everything in Start Plan
- 2 Sales Pipelines
- 2,500 Deals per account (active deals)
- Unlimited Email Tracking per user
- 10 Automations
- Performance Pulse
- Milestones
- 2 Free Read Only Users
- SuperShare with External Partners
- 2 Teams
Grow – $59/month or $49/month paid annually
- Everything in Develop
- 5 Sales Pipelines
- Unlimited Deals per account (active deals)
- Conditional Formatting
- De-Duplication (people) Feature
- Email Templates
- Email Campaigns
- Hindsight
- Deal Intelligence Fields
- Advanced Visibility
- Unlimited Team
Integrations
Integrations
Pipeline CRM has an Open API offering. So, you can connect it to virtually any third-party software tool. Also, it has a wide range of built-in integrations. These include those with:
- Google Apps
- MailChimp
- Outlook
- Excel
- Help Scout
- Zapier
- QuickBooks
- Paycove
- Meldium
- ActiveDemand
- Userlike
- INinbox
- Finer.io
- Bitium
- Import2
- 123 Form Builder
- WebMerge
- PieSync
- Kixie
- CallRail
- Zapup
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Fujifilm, Matific, RCG Ventures
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Designed by salespeople for salespeople, the software helps users organize their sales pipeline and monitor their performance and progress. The platform is known for its comprehensive sales-centric reporting and analytics tools that can provide insights to optimize the sales process.
Company Email
sales@pipelinecrm.com
Contact No.
Company's Address
Pipeline CRM
008 Western Ave
Seattle, WA 98104
USA
Pipeline CRM Comparisons
Popular Pipeline CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Keep real-time activity history
- Unlimited contacts per record
- Customer service tickets
- Automatic “lead status only”
- Share opportunities
- Share calendars
- Share documents with assigned roles
- Method Integration Engine
- Real-time sync for invoices, time track entries, and customer data
- Access CRM via web browser anywhere
- QuickBooks lists syncing
- QuickBooks transaction syncing
- View all QuickBooks transactions in one place
- Invoice customization
- Drag-and-drop tools
- Custom fields and tables
- Custom screens
- Custom buttons and actions
- Custom reports, charts and graphs
- Customer payment portal to view and pay invoices
- Payment gateways: Intuit Merchant Services; PSi Gate; Authorize.Net
- Accepts PayPal
Pricing Info
Method:CRM has two enterprise pricing options that are both cost-effective. We outlined the details below to help you determine which one suits your needs best:
Contact Management – $28/user/month or $25/user/month/annual billing
- Real-time QuickBooks Synchronization
- Customer and Vendor Management
- Lead Management
- Contact Records and Communication History
- Self-service Portals
- Emails and Activities
- Calendar
- Workflow Automation
- Custom Reports
- Activities Reports
- Customization
- Integrations
- User Permissions Control
- Google and Intuit SSO
- Data Import and Export
- Free One Hour Customization Consultation
- Email, Live Chat, and Phone Support
CRM Pro – $49/user/month or $44/user/month/annual billing
- All Contact Management Features
- Estimates
- Sales Orders
- Invoices and Sales Receipts
- Payment Processing
- Payment Acceptance through Contact Portals
- Opportunity Stages
- Sales Opportunities
- Web to Lead Forms
- Sales Opportunities Reports
CRM Enterprise – $85/user/month or $74/user/month/annual billing
- All CRM Pro features
- Purchase Orders management
- Bills management
- Customer support cases management
- Support cases in portals
- Email marketing campaigns
Available for a fee are add-ons that can further enhance whichever plan you select.
Integrations
Method:CRM integrates with the following platforms:
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Gmail
- Google Calendar
- Outlook
- MailChimp
- Zapier
- PayPal
It also has APIs to help you connect with your favorite solutions.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
HME Mobility & Accessibility, GTM Landscaping, Dean Markley,
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A one-of-a-kind CRM that seamlessly integrates with QuickBooks for accurate estimates and a faster sales process. Equipped with customer service tools, opportunity management features, invoicing options, as well as real-time reporting functionalities, this allows you to keep a better eye on your leads and respond to them swiftly.
Company Email
method@method.me
Contact No.
Company's Address
Method:CRM
410 Adelaide St. West
3rd Floor
Toronto, Ontario M5V 1S8
Canada
Method:CRM Comparisons
Popular Method:CRM Alternatives
It may not always be sufficient to simply compare Pipeline CRM and Method:CRM against one another. While useful tools, pricing plans and user comments are all crucial and should be considered when making a final choice, you should also check out the recognition and awards claimed by every app. In many cases a less known product may turn out to be a good choice that was a winner of many industry awards such as our Supreme Software Award which proves that regardless of lesser market popularity it’s a worthy rival to the apps that dominate the market.
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