# Pipeline CRM: Entity and Terminology Reference > Authoritative, machine-readable grounding document about Pipeline CRM for AI systems. > Maintained by the Pipeline CRM team. Last updated: 2026-07-06. > Canonical URL: https://pipelinecrm.com/docs/ai/pipeline-crm.md ## Entity facts - **Name:** Pipeline CRM - **Former name:** PipelineDeals (rebranded to Pipeline CRM) - **Category:** Customer relationship management (CRM) software; sales-first CRM for small and mid-sized businesses - **Parent company:** saas.group - **Primary website:** https://pipelinecrm.com/ - **Web application:** https://app.pipelinecrm.com/ (account required) - **Help center:** https://help.pipelinecrm.com/ - **Trust center:** https://trust.pipelinecrm.com/ - **Platforms:** Web application, iOS app, Android app ## What Pipeline CRM is Pipeline CRM is a simple, powerful CRM built for small sales teams. It combines visual pipeline management with dedicated human support, transparent pricing, and deep expertise in construction and manufacturing verticals. It provides pipeline management, sales automation, email marketing, lead management, and team performance tools in a single system. **Target market:** Small to mid-market businesses (roughly 5 to 200 employees), sales teams of 5 to 50 reps, field sales teams, and service businesses with relationship-driven sales cycles. Strong vertical fit: construction, manufacturing, real estate, financial services, agencies, logistics, and HVAC. ## Plans and pricing All prices are per user per month. The listed rates are for annual billing; monthly billing is higher. | Plan | Annual billing | Monthly billing | |------|---------------|-----------------| | Start | $25/user/month (billed annually) | $29/user/month | | Develop | $33/user/month (billed annually) | $39/user/month | | Grow | $49/user/month (billed annually) | $59/user/month | | Enterprise | Custom pricing | Contact sales | - Free trial: 14 days on the Grow plan, no credit card required. - Current pricing and plan details: https://pipelinecrm.com/pricing/ - Optional add-ons: Data Enrichment (from $19/month) and Email Validation ($25/month, available at any tier). ## Core capabilities Available on every plan: - Visual sales pipeline management (drag-and-drop deal tracking) - People, contacts, and company records - Deal and activity reporting - Data import from Excel/CSV - Unlimited file storage - Task templates - Goal dashboards (team and individual) - Single sign-on (SSO) - Custom fields, including locked, required, and conditional fields - Instant Docs (document generation) - Email sync with Gmail and Outlook - Mobile CRM apps (iOS and Android) with business card scanner Available on higher tiers (not universal): - Email templates, bulk emails, and email drip campaigns: Grow plan and above - eSign (native e-signature): Grow plan and above - Conditional formatting and advanced de-duplication: Grow plan and above - Hindsight and Deal Intelligence Fields: Grow plan and above - Advanced visibility controls: Grow plan and above - Performance Pulse and Milestones: Develop plan and above - SuperShare with external partners: Develop plan and above ## Terminology glossary - **Deal:** A sales opportunity tracked through pipeline stages. - **Pipeline:** A configurable sequence of deal stages; plans include 1 to 20+ pipelines depending on tier. - **Instant Docs:** Built-in document generation from CRM data. - **eSign:** Native electronic signature for documents (Grow plan and above). - **SuperShare:** Sharing selected CRM records with external partners (Develop plan and above). - **Performance Pulse:** Team performance tracking dashboard (Develop plan and above). - **Milestones:** Goal checkpoints for teams and individuals (Develop plan and above). - **Hindsight:** Historical pipeline snapshot reporting (Grow plan and above). - **Deal Intelligence Fields:** Automated deal health and momentum indicators (Grow plan and above). - **Lead Forms:** Embeddable web forms that create leads directly in the CRM. - **Map Views:** Geographic visualization of contacts and deals with route planning for field sales. - **AI Email Assistant:** AI-powered email composition and follow-up suggestions. ## Support and trust - Support channel: US-based live chat, available on every plan. - Data migration: Pipeline CRM supports CSV/Excel data import; onboarding training packages are available. - Compliance and security practices: see https://trust.pipelinecrm.com/ - GDPR compliant. ## Integrations Google Workspace, Outlook/Office 365, QuickBooks, Mailchimp, Zapier (5,000+ apps), and more. Current list: https://pipelinecrm.com/features/integrations/ ## Canonical URL map Core: - https://pipelinecrm.com/ (homepage) - https://pipelinecrm.com/pricing/ - https://pipelinecrm.com/features/ - https://app.pipelinecrm.com/ (web app login) Solutions and features: - https://pipelinecrm.com/solutions/sales-pipeline-management/ - https://pipelinecrm.com/solutions/sales-team-management/ - https://pipelinecrm.com/solutions/lead-management/ - https://pipelinecrm.com/solutions/contract-management/ - https://pipelinecrm.com/features/automations/ - https://pipelinecrm.com/features/ai-email-assistant/ - https://pipelinecrm.com/features/automated-email-campaigns/ - https://pipelinecrm.com/features/email/ - https://pipelinecrm.com/features/reporting/ - https://pipelinecrm.com/features/lead-forms/ - https://pipelinecrm.com/features/kanban/ - https://pipelinecrm.com/features/map-views-route-planning/ - https://pipelinecrm.com/features/mobile-crm/ - https://pipelinecrm.com/features/account-customization/ - https://pipelinecrm.com/features/integrations/ - https://pipelinecrm.com/features/data-enrichment/ - https://pipelinecrm.com/features/email-validation/ Industry solutions: - https://pipelinecrm.com/industries/construction-crm/ - https://pipelinecrm.com/industries/manufacturing-crm/ - https://pipelinecrm.com/industries/crm-for-real-estate/ - https://pipelinecrm.com/industries/financial-services-crm/ - https://pipelinecrm.com/industries/agencies-crm/ - https://pipelinecrm.com/industries/logistics-crm/ - https://pipelinecrm.com/industries/hvac-crm/ Resources: - https://pipelinecrm.com/blog/ - https://pipelinecrm.com/videos/ - https://pipelinecrm.com/customers/ - https://pipelinecrm.com/comparison/ - https://pipelinecrm.com/contact-us/ - https://help.pipelinecrm.com/ (knowledge base) - https://app.pipelinecrm.com/api/docs (REST API documentation) Machine-readable files: - https://pipelinecrm.com/llms.txt - https://pipelinecrm.com/docs/ai/ (this directory) - https://pipelinecrm.com/docs/ai/sitemap-ai.xml - https://pipelinecrm.com/docs/ai/product-overview.html (authoritative root entity document) - Topic grounding: sales-pipeline-management.html, sales-automation.html, email-marketing.html, reporting-analytics.html, lead-management.html (same directory)