Account Plans

    Pipeline CRM has four plans — Start, Develop, Grow, and Enterprise — that build on each other as your team scales. This article covers what each one unlocks.

    For current prices, deal and field limits, and automation counts, see the **pricing page**. It's always up to date; the numbers change from time to time and this article deliberately doesn't repeat them.

    Start

    Everything you need to run a pipeline.

    • Unlimited companies and people
    • Custom list views
    • Unlimited activities, tasks, and events
    • Unlimited file storage
    • Full access to pre-built reports
    • Smart BCC email tracking
    • Email Sync for a mirrored inbox and automatic logging
    • Mobile app access
    • Integrations with popular tools
    • Branding, custom fields, one team, one pipeline, and one automation

    Develop

    Everything in Start, plus more room to collaborate.

    • A higher active-deal allowance and more custom fields
    • SuperShare for secure external sharing — see SuperShare
    • Read-only users for reporting and list views
    • Unlimited Smart BCC tracking
    • Customer management tools: Convert to Customer, Milestones, and account health tracking
    • Multiple pipelines, multiple teams, and a much higher automation allowance

    Grow

    Everything in Develop, plus the advanced controls and reporting.

    • Unlimited active deals and unlimited teams
    • Advanced Visibility — control access to custom fields at the team level. See Advanced Visibility For Custom Fields
    • eSign for sending documents for signature — see Request eSign using Pipeline CRM
    • More pipelines and a higher automation allowance
    • Multiple currencies for international sales and reporting — see Multi-currency
    • Deal intelligence fields: Days Since Latest Activity, plus Latest Activity Category, Description, and Update
    • Performance Pulse Goals for tracking team and individual progress
    • Enhanced Email Sync: mass and individual trackable emails, unlimited templates and campaigns, unlimited tracking, compatible with Gmail and cloud-based Microsoft Exchange
    • Scheduled views to automate delivery of reports and insights

    Enterprise

    Everything in Grow, with the highest limits and custom pricing.

    • The largest allowances across automations, map view routes, and other capped features
    • Custom pricing based on your organization's needs

    Talk to Sales to scope an Enterprise plan.

    Choosing the Right Plan

    Plan

    Best for

    Start

    New users or small teams who need the essentials

    Develop

    Growing teams that want more customization and external collaboration

    Grow

    Larger organizations needing advanced permissions, eSign, and reporting

    Enterprise

    Organizations that need the highest limits and a custom arrangement

    Tip: Your plan applies to every user on the account — you can't mix plans across users.

    Need help deciding? Contact customercare@pipelinecrm.com or schedule a demo with our Sales team.