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Pipeline CRM

by Pipeline Software Inc.

Sales CRM built for contractors and service businesses

Pipeline CRM - by Pipeline Software Inc. - CRM Platforms software - logo 6.3 Good See breakdown →

Highlights

46 Features39 Integrations

Capabilities

Per User Free TrialMobile App

Trust

No Data SharingData Deletion
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About This Product

Sales-focused CRM with industry-specific templates for HVAC and plumbing contractors. Pipeline visualization, deal tracking, email integration, and daily agenda features designed to keep sales teams organized and accountable.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
Yes
Free tier
No
Public API
Yes
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Doesn't share data with third parties

"saas.group LLC will not disclose any of the personal information supplied to saas.group LLC to any other third party except as expressly mentioned in this Policy, the Terms and Conditions of Use or as directed by you."
Confidence: high Source

Data deletion honored on request

"delete any personal information which we are holding about you;"
Confidence: high Source

Primary policy document: https://pipelinecrm.com/privacy-policy

FSH Score Breakdown

Ease of Use
6.5
Features
7.0
Support
5.0
Value
6.5
Integrations
8.0
AI Capabilities
3.0

Customer Reviews

Features

46 features confirmed across 13categories· Showing confirmed capabilities only

Platform & Customization14features

Kanban ViewKanban viewSingle Sign-OnSSODocument ManagementThird-Party IntegrationAI Document Editor With Co-AuthoringLink SharingData ImportFree data migrationCustom FieldsAdaptive Conditional Fields
Show 6 more
Audit TrailTeam managementCustom TemplatesTask TemplatesMigration SupportRole-Based Access ControlAdmin dashboard with per-user access controlsScheduling, Dispatch, And Project Management IntegrationTeam Collaboration

CRM & Sales8features

Contract ManagementContract managementLead ManagementLead FormsMarketing ToolsAutomated email marketingSales AutomationSales automationData EnrichmentSales Pipeline TrackingCustomer Activity ManagementMap Based Property Centric View

Technician Management4features

Commission TrackingOnboardingTeam ManagementInsightful Notes

AI & Automation4features

AI Email AssistantAI email assistantAutomation RulesAutomationsAI TranscriptionTalk-to-text recordsAI Driven Task Deviation Alerts and Timing Analysis

Scheduling & Dispatch3features

Work OrdersTasks and calendarsEmail & Calendar SyncEmail syncProject ManagementTasks and calendars

Reporting & Analytics3features

ReportingReportingAnalyticsGoal DashboardReporting ForecastingSales forecasting

Fleet & GPS Management2features

GPS TrackingNearby geolocation featureGIS RoutingRoute planning

Customer Communication2features

NotificationsOne-click activity notesEmail IntegrationEmail tools

Mobile & Field Tools2features

Digital SignatureseSignDigital FormsOne-click activity notes

Invoicing & Payments1feature

Multi-Currency SupportMulti-currency support

Equipment & Asset Management1feature

Real-Time System Updates and Smart Alerts

Accounting Integration1feature

Accounting Integration

Training & Education1feature

Mobile-Friendly LearningMobile App

Integrations 39 across 8 categories

Productivity 12
123FormBuilder
Asana
Elementor Forms
Formstack
Google Maps
Google Sheets

Google Sheets

Google Workspace

Google Workspace

Gravity Forms
Microsoft Excel

Excel

Ninja Forms
Trello
Visocket
Marketing 11
ActiveCampaign
ActiveDEMAND

ActiveDEMAND

Apollo.io
CallRail

CallRail

Clearbit
Customer.io
FullContact
FunnelFlare
LinkPipeline
UpLead
ZoomInfo
Communication 7
Aircall
Dialpad
Gmail

Gmail

JustCall
Kixie
Outlook

Outlook

RingCentral
Data & Automation 4
Integrately
Pabbly Connect
Skyvia
Zapier

Zapier

CRM 2
Help Scout
UserLike
Accounting 1
QuickBooks Online

QuickBooks

Payment Processing 1
PayCove
Field Service 1
PaintScout

Pricing

Model
Per User
Starting at
$25/mo
Notes
$25/user/mo Start, $33/user/mo Develop, $49/user/mo Grow. Published pricing with annual discount.

Related Products 9 across 1 category