Pipeline CRM Reviews

Pipeline CRM offers three plans: - The Start plan costs $25 per user/month, billed annually. This plan is designed for smaller teams to manage leads effectively. - The Develop plan costs $33 per user/month, billed annually. This plan is designed to accelerate real growth through customer relationship features and project management. - The Grow plan costs $49 per user/month, billed annually. This plan is designed to automate processes and use advanced analytics and email solutions to grow your business. All plans include a 14-day free trial with no credit card required. Custom plans are also available for larger teams.

Yes, you can try a demo version of Pipeline CRM. They offer an 11-minute demo that provides a deep dive into Pipeline CRM's capabilities. If you find yourself intrigued or with unanswered questions after the demo, you can schedule a live demo with them to witness the benefits firsthand. They also offer a free trial of their CRM. Please visit their official website for more details.

Pipeline CRM offers three different plans:

• Start Plan: This plan costs $25 per user/month, billed annually. It is designed for smaller teams to manage leads effectively. It includes 1 sales pipeline, 250 active deals per account, and unlimited file storage.

• Develop Plan: This plan costs $33 per user/month, billed annually. It is designed to accelerate real growth through customer relationship features and project management. It includes 2 sales pipelines, 2500 active deals per account, and unlimited file storage.

• Grow Plan: This plan costs $49 per user/month, billed annually. It is designed to automate processes and use advanced analytics and email solutions to grow your business. It includes 5 sales pipelines, unlimited active deals per account, and unlimited file storage.

All plans come with a 14-day free trial and no credit card is required for the trial. The company also offers cost savings with Pipeline, stating that overpaying for a CRM system can result in many headaches, including a complex implementation process, integration issues with other systems, and ongoing maintenance expenses. By finding a CRM system that fits your needs at a reasonable cost, you can unlock maximum value from your investment and ensure that you’re never paying more than you need to.

Pipeline CRM is a comprehensive sales team management tool with a variety of features. It offers Email Campaigns & Tracking to track all your email messages, opens, clicks, and downloads automatically. It provides Custom Fields to prioritize the customer details that are most important to your business. It supports Easy Integrations with popular email providers, marketing, and sales software. It has Sales Forecasting to understand past trends and confidently forecast the salespeople on track to hit quota. It allows Track Commissions to automate sales commissions and increase transparency for remote sales teams. It offers Custom Deal Stages to choose the default titles for stages or customize these deal stage titles to suit your team’s sales language. It provides Unlimited Files Storage for growing sales teams without any data caps. It has User Permissions to assign permissions for your team members to set what they can see and do within the application. It has a Mobile App for iOS and Android to help you stay on top of your sales while you’re out doing your job. It is Easy to Use and Adopt with a familiar format and powerful features. It has a Check Your Progress feature to offer visibility into what has changed in your sales pipeline over time so you can track progress. It offers Quick and Simple Setup and Customization with free US-based phone support and unlimited reports and dashboards. It allows you to Record the Full Relationship Lifecycle with a Pipeline account, your leads will easily progress to cross-sell, upsell, renewal, and ongoing relationship with a single source of truth. It helps to Keep Teams in Sync with features that support task and deal assignment, commenting and conversations, collaborative pipeline management, and deal sharing.

Pipeline CRM is a CRM software designed for sales teams. It offers a range of features to accelerate sales, including easy setup, integrations, customization, and intuitive tools. Some of the popular features of Pipeline CRM include:

• Email Campaigns & Tracking: This feature allows you to track all your email messages, opens, clicks, and downloads automatically as activities in your account.
• Custom Fields: You can prioritize the customer details that are most important to your business by creating up to 25 custom fields that will automatically appear on every deal page.
• Easy Integrations: Pipeline CRM offers popular integrations with email providers, marketing, and sales software, including Gmail and QuickBooks.
• Sales Forecasting: This feature helps you understand past trends, allowing you to confidently forecast the salespeople on track to hit quota.
• Track Commissions: This feature automates sales commissions to reduce cost and increase transparency for remote sales teams.
• Custom Deal Stages: You can choose the default titles for stages or customize these deal stage titles to suit your team’s sales language.
• Unlimited Files Storage: Pipeline CRM offers unlimited data storage for growing sales teams without any data caps.
• User Permissions: This feature allows you to assign permissions for your team members to set what they can see and do within the application.
• Mobile App: Pipeline CRM mobile CRM for iOS and Android helps you stay on top of your sales while you’re out doing your job.

Pipeline CRM is trusted by over 18,000+ users around the world and is especially popular among companies in manufacturing, transportation, construction, distribution, logistics, and professional services. It is designed to be cost-effective, easy-to-use, and fully customizable, making it a valuable tool for any sales team.

Pipeline CRM offers three plans: - The Start plan costs $25 per user/month, billed annually. This plan is designed for smaller teams to manage leads effectively. It includes 1 sales pipeline, 250 active deals per account, and unlimited file storage. - The Develop plan costs $33 per user/month, billed annually. This plan is designed to accelerate real growth through customer relationship features and project management. It includes 2 sales pipelines, 2500 active deals per account, and unlimited file storage. - The Grow plan costs $49 per user/month, billed annually. This plan is designed to automate processes and use advanced analytics and email solutions to grow your business. It includes 5 sales pipelines, unlimited active deals per account, and unlimited file storage.

Each plan comes with a 14-day free trial and no credit card is required for the trial. Custom plans are also available for larger teams. Please note that these prices are as of the time of this response and may change in the future. For the most accurate and up-to-date pricing, please visit the official Pipeline CRM website.

PipelineCRM offers various payment methods for their services. Most customers use a credit card to pay for monthly or annual fees. They also offer annual invoicing. If you have another preferred payment method, you can get in touch with their sales team. Additionally, PipelineCRM has an integration with Paycove, which allows for automatic creation of sales documents, quotes, and invoices. Paycove supports a variety of payment methods such as Credit/Debit, ACH, Wires, Apple / Google Pay, Buy Now Pay Later and more. It integrates with Stripe, Openpay and CardConnect to offer these services. This integration can help improve time-to-close by automating data input, payment reminders, tax calculations, and payments.

You can contact the sales team of PipelineCRM through the following ways: - Phone: +1 (866) 702-7303 - Email: CustomerCare@pipelinecrm.com or sales@pipelinecrm.com - Address: Pipeline CRM Software Company, Located at 1008 Western Ave, Ste 401, Seattle, WA 98104..

Based on the information I found, PipelineCRM accepts payments via credit card. They handle subscriptions via automatic payment on the credit card on file for the account and accept all major credit cards. However, there is no specific mention of PayPal as a payment method for their services. Please check their official website or contact their customer service for the most accurate and up-to-date information.

PipelineCRM has a cancellation policy rather than a return policy. Account admins have the ability to deactivate an account and it will automatically deactivate after the current billing cycle. If you change your mind and would like to reinstate your account, they keep your data on file for 180 days until it is deleted. However, per their Terms and Conditions, they are unable to issue refunds or credits for unused seat licenses not removed prior to your term's renewal or for early cancellations for account subscriptions.

As for the shipping policy, PipelineCRM does not seem to have a traditional shipping policy as it is a digital product. However, they do offer services related to transportation and logistics. They provide a CRM that helps manage everything – freight, cargo, importing, exporting, shipping, 3PL, and more – all in one place. This CRM serves as a communication and file-sharing hub, providing complete transparency for team collaboration. It also offers instant notifications of any changes in the sales pipelines and team tasks, helping teams react in real-time to solve delivery issues, prioritize urgent tasks, and continuously maintain customer satisfaction.

Please note that this information is based on the available data and may not be fully comprehensive. For the most accurate and up-to-date information, it's best to directly contact PipelineCRM or visit their official website.