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Account Plans

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Maria Herrell
Updated 1 week ago
Pipeline CRM offers three subscription plans—Start, Develop, and Grow—each designed to match your business’s needs as you scale. Here’s a clear breakdown of what each plan includes, so you can pick the best option for your workflow.

You can also visit our Pricing page to compare plans and pricing here.

Start Plan
Perfect for getting started with the essentials.
  • Unlimited Companies and People
  • 250 Active Deals (deals in a stage other than Won or Lost)
  • Custom list views for better organization
  • Unlimited activities, tasks, and events
  • Unlimited file storage
  • Full access to pre-built reports
  • Smart BCC tracking (250 tracked emails per user)
  • Email Sync for a mirrored inbox and automatic logging
  • Mobile app access
  • Integrations with popular tools
  • Responsive customer support
  • Customization options:
    • Branding
    • 25 Custom fields
    • One Team for basic organization and visibility
    • One Pipeline to keep deals organized
    • One Automation for automating repetitive work
Develop Plan
Build on the basics with more flexibility and collaboration.
Includes everything in Start, plus:
  • 2,500 Active Deals
  • Supershare for secure external sharing and collaboration
  • Read-only users for reporting and list views
  • Unlimited Smart BCC tracking
  • Customer Management tools:
    • Convert to Customer
    • Milestones
    • Account health tracking
  • Two Pipelines for different sales processes or teams
  • 35 Custom fields for deeper customization
  • Two Teams for more granular organization and visibility
  • Ten Automations for streamlining workflows
Grow Plan
Best for scaling teams and advanced reporting.
Includes all Develop features, plus:
  • Unlimited Active Deals
  • Five Pipelines for multiple sales processes
  • Unlimited Teams for large organizations
  • Advanced Visibility: Control access to custom fields at the team level
  • Twenty Automations to maximize efficiency
  • Multiple currencies for international sales and reporting
  • Deal intelligence fields:
    • Days since Latest Activity
    • Latest Activity Category, Description, and Update
  • Performance Pulse Goals for tracking team and individual progress
  • Enhanced Email Sync:
    • Send both mass and individual trackable emails
    • Unlimited templates and email campaigns
    • Unlimited tracking
    • Compatible with Gmail and cloud-based Microsoft Exchange
  • Schedule views: Automate delivery of reports and insights

Choosing the Right Plan

  • Start: Great for new users or small teams needing the basics.
  • Develop: Ideal for growing teams that want more customization and collaboration.
  • Grow: Designed for larger or more complex organizations that need advanced features and reporting.
If you have questions or need assistance making a decision, our support team is happy to help at [email protected] or you can schedule a demo with our Sales team here.
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