Pipeliner CRM
CRM that keeps sales and accounting data automatically synchronized with QuickBooks
- Vendor
- saas.group LLC
- Also known as
- pipeliner-crm
Available worldwide · Popular in: US
What is Pipeliner CRM?
A sales management platform that maintains automatic two-way data synchronization with QuickBooks, enabling teams to manage customer relationships and deals while viewing real-time accounting information from a single system.
Pipeliner CRM pricing
Plans, per-tier features and add-ons, dated and linked to live pricing. Pricing changes often; always verify at source before you rely on it.
From $25/user/month (annual billing). 14-day free trial, no credit card required.
Start
For small sales teams managing leads and basic pipeline tracking
- deals
- 250
- pipelines
- 1
- automations
- 1
- custom_fields
- 25
- 1 Sales Pipeline
- Contact/people management
- 250 active deals
- Company/customer management
- Unlimited file storage
- Deal and activity reporting
- Import Excel/CSV data
- 25 custom fields
- Required fields and locked fields
- Task templates
- 1 automation rule
- Email tracking
- Goal dashboard and reporting
- SSO
Develop
Adds project management and advanced features for growing sales teams
- deals
- 2500
- pipelines
- 2
- automations
- 10
- custom_fields
- 35
- 2 Sales Pipelines
- Contact/people management
- 2,500 active deals
- Company/customer management
- Unlimited file storage
- Unlimited deal and activity reporting
- Unlimited data exports
- 35 custom fields
- Conditional formatting
- Advanced de-duplication
- 10 automation rules
- Unlimited email tracking
- Email templates and bulk email
- Email drip campaigns
- Advanced visibility controls
- 2 free read-only users
- Project management with milestones
- List, Kanban, Gantt views
- Goal dashboard and reporting
- SSO
Grow
Includes advanced automation, analytics, and comprehensive email capabilities
- deals
- Unlimited
- pipelines
- 5
- automations
- 20
- custom_fields
- Unlimited
- 5 Sales Pipelines
- Contact/people management
- Unlimited active deals
- Company/customer management
- Unlimited file storage
- Unlimited deal and activity reporting
- Unlimited data exports
- Unlimited custom fields
- Conditional formatting
- Advanced de-duplication
- 20 automation rules
- Unlimited email tracking
- Email templates, bulk email, drip campaigns
- eSign and contract management
- Advanced visibility and external sharing
- 5 free read-only users
- Deal intelligence fields
- Performance analytics and reporting
- Project management with milestones and templates
- Client guest access
- Goal dashboard and reporting
- Unlimited teams
- SSO
Enterprise
Contact salesCustom solution with enterprise-grade security and dedicated support
- deals
- Unlimited
- pipelines
- 20
- custom_fields
- Unlimited
- 20 Sales Pipelines
- Unlimited active deals
- People and company management
- Unlimited file storage
- Enterprise-grade security
- Success support manager
- Custom features and configuration
Add-ons
- Pipeline Connect$99/mo + $249/mo
- Data Enrichment$19/mo + $37/mo + $69/mo
What Pipeliner CRM does
The capabilities that matter for crm software, normalised so it lines up with every alternative. “-” means we haven't confirmed it, not that it's missing.
- Contact & account management
- ✓
- Deal / pipeline management
- ✓
- Lead scoring
- ✗
- Email sync & tracking
- ✓
- Marketing automation
- ✓
- Workflow automation
- ✓
- Reporting & dashboards
- ✓
- Sales forecasting
- ✓
- Native mobile app
- ✓
- Public API
- ✓
- Custom fields & objects
- ✓
Platform & deployment
Independently observed- iOS
- Web
- Android
- Cloud / SaaS
Integrations (4)
Independently observed- Google Calendar⇄•
- QuickBooks⇄•
- Zapier
- Google Maps→•
Pipeliner CRM FAQ
Common questions about Pipeliner CRM, answered from independent, dated evidence.
What is Pipeliner CRM?
Pipeliner is a cloud-based sales management platform designed specifically for sales professionals. It emphasizes an intuitive user interface and offers tools for managing leads, deals, and customer relationships. The platform supports customization to match your sales process and provides integrations with other business tools.
Source: https://www.pipelinecrm.com
Who is Pipeliner CRM designed for?
Pipeliner CRM is designed specifically for sales professionals and teams. The platform emphasizes a sales-centric user experience and provides tools for managing leads, deals, and customer relationships.
Source: https://www.pipelinecrm.com
What pricing options does Pipeliner CRM offer?
Pipeliner uses a subscription-based pricing model with per-user charges. You can choose between monthly and annual billing periods, with annual billing providing cost savings compared to monthly. There is no free plan, but a 14-day free trial is available for evaluation.
Source: https://www.pipelinecrm.com
Can I try Pipeliner CRM before committing?
Yes, Pipeliner offers a 14-day free trial. This allows you to evaluate the platform's features without making an initial payment commitment.
Source: https://www.pipelinecrm.com
Does Pipeliner CRM have a mobile app?
Yes, Pipeliner CRM includes a mobile app. This enables you to access and manage your sales information and activities from any mobile device.
Source: https://www.pipelinecrm.com
What integrations does Pipeliner CRM support?
Pipeliner CRM includes built-in integrations with Gmail for email and QuickBooks for accounting. The platform also provides API access to support custom integrations with other business applications.
Source: https://www.pipelinecrm.com
What are the main features in Pipeliner CRM?
Key features include contact and company management, sales pipeline and deal tracking, email integration, workflow automation, custom fields, reporting dashboards, and electronic signature capabilities. The platform also supports marketing automation and offers API access for developers.
Source: https://www.pipelinecrm.com
How is Pipeliner CRM deployed?
Pipeliner CRM is a fully cloud-based application accessed through a web browser. This cloud deployment means there is no software installation required and the platform is accessible from any device with internet connectivity.
Source: https://www.pipelinecrm.com
Pipeliner CRM alternatives
Other crm software we track, ranked by the same independent score.
- FreshsalesAn AI-powered sales platform that streamlines lead management and deal closing to boost team productivitymedium · 72%
- Agile CRMAll-in-one customer management platform for growing businessesmedium · 55%
- HubSpotA unified platform combining marketing, sales, and customer service with shared customer data and AI agentsmedium · 72%
- CloseSales CRM with integrated calling, messaging, automation, and AI-powered lead engagementhigh · 76%
- SalesforceCustomer relationship management platform that automates sales processes and manages customer interactions across leads, accounts, and opportunitiesmedium · 73%
- NutshellCustomer relationship platform for sales and marketing teamsmedium · 72%
The vioscaleAI score: one lens on the evidence
Not user reviews and not a paid placement: a confidence-weighted blend of the independent signals below (adoption, activity, security posture, and more), which you can sort and re-weight yourself. Vendors can correct their listing but can never move their rank, and stars are weighted low as a vanity metric. It is one way to read the evidence for Pipeliner CRM, not the verdict.
| Signal | Score | Weight | Contribution | Evidence |
|---|---|---|---|---|
| Pricing transparency | 75 | 0.08 | 6.3 | ✓ |
| Capabilities | 100 | 0.05 | 4.9 | ✓ |
| Reliability | 50 | 0.07 | 3.7 | ✓ |
| Integrations | 14 | 0.04 | 0.6 | ✓ |
| Price level | 0 | 0.05 | 0.0 | - |
| Security posture | 10 | 0.07 | 0.0 | - |
Computed . Re-weight it by intent, or see the full method.
All data & sourcesshow ↓
Every value we hold, with its source, retrieval date, and confidence. This is the evidence behind the score: don't trust it, verify it.
Content
| Attribute | Value | Evidence |
|---|---|---|
| Faq | 8 items | highsource · 2026-07-31 · 93% |
Features
| Attribute | Value | Evidence |
|---|---|---|
| Capabilities | Api access, Mobile app, Forecasting, Custom fields, Email integration, Contact management, Pipeline management, Workflow automation, Marketing automation, Reporting dashboards | mediumsource · 2026-09-22 · 60% |
Integrations
| Attribute | Value | Evidence |
|---|---|---|
| Count | 2 | mediumsource · 2026-09-22 · 60% |
Market
| Attribute | Value | Evidence |
|---|---|---|
| Availability | PrimaryMarkets: … · AvailabilityScope: global · AvailableCountries: … · NotAvailableCountries: … | highsource · 2026-09-04 · 75% |
Pricing
Reliability
| Attribute | Value | Evidence |
|---|---|---|
| Status page | Yes | mediumsource · 2026-08-05 · 60% |
Security
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