Pipeline CRM includes a visual Kanban pipeline with stages you define, unlimited custom fields, reporting and stage-weighted forecasting, Gmail and Outlook email integration with tracking and templates, automated email campaigns, an AI email assistant, document generation from your own Word templates with Instant Docs, eSignature, lead forms, SuperShare for external collaborators, native iOS and Android apps with a business card scanner, map views and route planning, automations, and integrations including native QuickBooks Online plus an open API and Zapier.

Two things listed on this page are premium add-ons rather than plan features: Data Enrichment and Email Validation. Project Management is available on the Grow plan and up. Everything else above is included on paid plans, which start at $25 per user per month (billed annually). Full tiers are on the pricing page, and there is a 14-day free trial.

A CRM pipeline is a visual representation of every open opportunity, arranged by the stage it has reached in your sales process. Each deal is a card carrying its value, its owner and its next step; each column is a stage. The point is that you can see the whole book at a glance and spot where it is jammed, rather than reading a list sorted by date.

A typical B2B pipeline runs something like lead, qualified, proposal sent, negotiation, won. But the stages that matter are yours: a contractor might use enquiry, site visit, estimate sent, revision, won, while a distributor might use samples sent, quote issued, first order, ongoing account. Pipeline CRM lets you define and rename stages, and run several pipelines at once, which matters because averaging a twelve-month capital sale into the same pipeline as a two-week repeat order produces a forecast nobody believes.

The honest test is not the feature list, it is whether the pipeline is still accurate in three months. That comes down to three things: whether you can model your own stages and fields rather than bending your process to the software, whether the people doing the selling will actually update it (which usually means the mobile app and how few clicks logging an activity takes), and whether it surfaces stalled deals without anyone running a report on purpose.

Pipeline CRM is a strong fit for B2B teams of roughly 5 to 50 people: custom stages and unlimited custom fields, multiple pipelines, stalled-deal reporting, stage-weighted forecasting, automations, native iOS and Android apps, native QuickBooks Online sync, and US-based live chat on every plan at $25 per user per month (billed annually). It is deliberately a sales CRM rather than a bundled marketing-automation and service-desk suite, which is what keeps it simple enough to stay current.

Yes, and this is usually the first thing worth doing. You can define, rename and reorder pipeline stages, and create unlimited custom fields on contacts, companies and deals, with conditional logic so a form only asks for what is relevant to that kind of deal. You can also run multiple pipelines in one workspace, each with its own stages, fields and reports.

Custom fields are what turn the CRM from a contact list into something that answers questions: record the two or three things that actually decide your deals and you can filter, report and automate on them. Field caps rise with the plan tier; see the pricing page for the limits, and the customisation page for how stages are configured.

The useful automations are the ones that replace memory. A stage change can open a follow-up task, notify an owner or manager when a deal crosses a value threshold, and route a new web-form lead to the right person rather than into a shared inbox. Time-based rules cover the other half: a task two days after a proposal goes out, or a flag on any deal with no activity for a set period.

Be clear on the boundary. Pipeline CRM automations act on CRM records, tasks and notifications; there is no AI lead scoring, and it is not a general-purpose workflow engine. For anything crossing into other systems, the open API and Zapier are the route, and the automations page covers what the built-in rules can trigger.

Two features on this page are premium add-ons and are not part of any plan: Data Enrichment, which fills in missing contact and company details on demand, and Email Validation, which checks addresses in real time. Both are priced separately from your subscription. Project Management is included but only on the Grow plan and up. Onboarding Services is a paid service, with packages starting at $750.

Everything else listed above is included on paid plans: the pipeline board, custom stages and fields, reporting, email integration, campaigns, the AI email assistant, Instant Docs, eSignature, lead forms, SuperShare, the mobile apps with business card scanner, map views, automations, and the native QuickBooks Online integration. We would rather set that out plainly here than have you discover it at the point of purchase.

Yes. Native iOS and Android apps are included on every plan, covering contacts, companies, deals, notes and tasks, plus a business card scanner that turns a card from a site visit or trade show straight into a record with the tag applied. The practical benefit is that a visit note gets written before the drive home rather than at the end of the week, which is the difference between a record that helps next year and one that never existed.

Field teams usually pair it with map views and route planning, which shows which customers and prospects are near you so a single trip becomes several meetings. Note there is no offline mode: the apps need a connection, so if your reps genuinely work without signal that is worth testing during the trial.

QuickBooks Online is the native integration most customers set up first, syncing customers, invoices and payment status in both directions so won work is not rekeyed into accounting. Gmail and Outlook integration logs email against the right record automatically, and Mailchimp handles campaign and web-form leads. Note the QuickBooks integration is with QuickBooks Online, not QuickBooks Desktop.

Beyond those, there is an open API and Zapier for the systems that do not have a native connector, which covers most ERP, field service and industry-specific platforms. If you would rather not build and maintain a connection yourself, Pipeline Connect is a managed integration service where we build and maintain it for you. The full list is on the integrations page.

Most teams are live within one to three weeks. The sequence that works is consistent: import contacts and open deals from a CSV, set up the pipeline stages your work really moves through, add the handful of custom fields that describe your deals, connect accounting and the team’s email, then train everyone in a single one hour session. The standard CSV and Excel import handles most migrations in about three business days.

US-based live chat support is included on every plan, with a 97.6 percent satisfaction rate and a one minute median response. If you would rather hand the implementation over, Onboarding Services covers data import, configuration and training, with packages starting at $750.