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19 Best CRM For Pipeline Management In 2024

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Best CRM for Pipeline management

Effective pipeline management 💼 is vital for sales teams to track opportunities, nurture leads, and close more deals. However, many businesses face many challenges in this area. They often struggle 🤯 with disorganized data separated across multiple systems and spreadsheets, which makes it hard to get a clear view of the sales pipeline and key metrics.

To overcome sales pipeline challenges, businesses need a strong CRM system. The best CRM systems offer a range of features and functionalities 🛠️to help them manage their sales pipeline effectively. 

In this blog, we will discuss the Top 19 CRM for pipeline management in 2024 that streamline business sales processes, boost team productivity, and ultimately close more deals in less time. We will also cover key features any pipeline management tools should have and things you should consider before choosing the right CRM for pipeline 🚀 management.   

🔑 KEY HIGHLIGHTS

  • Pipeline management is a way to keep track of sales opportunities from start to finish. It helps teams visualize the sales process, follow leads, focus on promising deals, and decide what to do next.
  • The best CRM options vary by business size: for small businesses, Pipedrive, Freshsales CRM, and Zoho CRM offer simplicity and affordability; for mid-level enterprises, HubSpot CRM and Salesforce Sales Cloud provide comprehensive features; and for large enterprises, Salesforce Sales Cloud and Microsoft Dynamics 365 offer advanced customization and integration capabilities.
  • Key features to consider in a pipeline management CRM are dynamic sales pipeline customization, automating data entry and management, seamless integration with sales tools, and visual sales funnel analysis. 
  • Choosing the right CRM for pipeline management depends on factors such as user interface and usability, scalability and flexibility, customer support, and free trials or demos. 
  • Consider your business size and needs when selecting a CRM, with options available for small businesses, large enterprises, and everything in between.   

What is Pipeline management?

Pipeline management is a practice that involves overseeing, directing, and optimizing sales opportunities through each stage of the sales cycle. It visually represents the sales pipeline, enabling teams to track leads, prioritize high-potential deals, and determine the next steps.   

Effective pipeline management software empowers sales leaders to allocate resources strategically, directing them to areas of the pipeline that need the most attention. By implementing effective pipeline management, sales teams can increase efficiency, reduce barriers, and drive revenue growth. This also enables the sales team to gain visibility into the sales process, structure to streamline operations, and data-driven insights to inform decision-making.  

What are the key features any top pipeline management CRM should have?

The key features of any top pipeline management CRM should have: 

1. Dynamic Sales Pipeline Customization

The ability to customize the sales pipeline to match your unique sales process is crucial. Top CRMs allow you to define your own sales pipeline stages, from initial contact to closed, won, or lost. This flexibility ensures the pipeline accurately reflects how your team actually sells rather than forcing you to adapt to a generic model. 

With dynamic customization, you can also adjust the pipeline as your business evolves. Adding new products, changing qualification criteria, or restructuring the sales team – the CRM should make it easy to update the pipeline to keep pace. This level of control empowers sales managers to optimize the sales process for maximum efficiency and results.

2. Automating Data Entry and Management 

Manually updating the sales pipeline is time-consuming and error-prone. The best CRMs automate much of this data entry and management. They can automatically log email communications, phone calls, meeting notes, and other interactions. This ensures the pipeline is always up-to-date without requiring extra work from the sales team. 

Automation also helps with tasks like giving new leads to the right people, setting reminders for follow-ups, and updating the status of deals. CRMs for pipeline management can do these routine tasks, allowing salespeople to focus on important things like finding new customers and making sales. A good pipeline CRM makes managing data easy and smooth.

3. Seamless Integration with Sales Tools

To maximize productivity, a top pipeline CRM should integrate with the other sales tools your team relies on. This could include email platforms, calendars, call-tracking software, e-signature apps, and more. By connecting these systems, the CRM becomes a central hub that streamlines workflows and eliminates duplicate data entry.

For example, an email integration allows reps to log correspondence directly from their inbox. And an e-signature integration makes it easy to get deals signed without leaving the CRM. Robust integrations transform the pipeline CRM into an essential part of the sales tech stack. 

3. Visual Sales Funnel Analysis

Visualizing the sales pipeline is crucial for identifying barriers, forecasting revenue, and optimizing the sales process. The best CRMs provide a graphical representation of the funnel, with a clear representation of each deal stage. This could take the form of a kanban board, pipeline chart, or other visual format. 

These visual tools make it easy to follow sales progress, see where things are getting stuck, and understand how well sales are going. Sales managers can quickly see patterns, like deals taking too long to close or too many opportunities not moving forward. With this clear view, teams can take specific steps to improve sales results.

4. Managing Leads and Follow-Ups

Effectively managing the lead lifecycle is a core function of any pipeline CRM. The system should provide a centralized place to capture new leads from various sources, whether that’s web forms, email, or sales outreach. Leads can then be scored based on engagement, demographics, and other criteria to prioritize the essential prospects.

As leads move through the sales process, the CRM should automatically set reminders and tasks to follow up with them. This way, no lead is forgotten, and sales reps always know who to focus on next. Some advanced CRMs can even suggest the best way to nurture leads based on their behavior. 

5. Comprehensive Sales Pipeline Reports

To make the sales process better, teams need to see important numbers in their pipeline. Good CRMs let sales managers track important sales metrics like how many deals they win, how big those deals are, how long it takes to close them, and how much money they expect to make.  

Being able to make these detailed reports is very important for finding ways to improve, setting realistic goals, and making decisions based on facts. For example, a report that shows many lost deals at the proposal stage might mean that salespeople need better training on negotiating. 

6. Collaboration and team management 

In today’s sales teams, where people work from different places, working together is very important. The best pipeline CRMs help teams work together by letting multiple salespeople work on the same deals, share notes, and plan their activities. Managers can give tasks, set reminders, and check on progress to ensure everything gets done.

Good CRMs also help teams work together in other ways. They have features like messaging, file sharing, and calendar sharing that help salespeople stay on the same page and informed. This is especially important for big, complicated sales that involve many different teams.

👀Take a look at: 10 Best Operational CRM Systems

19 Best CRM For Pipeline Management 

CRMsFeaturesStarting PriceBest For
PipedriveSales pipeline stages, customizable pipeline, sorting data, two-way email sync, activity calendar$20/user/monthSMBs and businesses with sales departments
HubSpot CRMCustomizable pipeline stages, customer service automation, visual sales funnel, automated data management, advanced analytics and reporting$20/user/month Businesses of all sizes, from small startups to large enterprises
Zoho CRMPredictive sales forecasting, efficient sales force automation, deal scoring, kanban view, visual sales funnel$14/user/month Businesses of all sizes, from small startups to large enterprises
Salesforce Sales CloudCollaborative forecasting, pipeline and forecast management, visual sales funnel, automated data management, customizable pipeline stages$30/user/month Businesses of all sizes, from small startups to large enterprises
Freshsales CRMSales automation, workflow automation, lead and contact management, email analytics and tracking, AI-powered insights$19/user/monthBusinesses of all sizes, from small startups to large enterprises
SalesflareSales automation, task and activity management, real-time insights and reporting, automated data entry, pipeline management$39/user/monthBusinesses of all sizes, from small startups to large enterprises
Insightly CRMSales pipeline management, email marketing, lead scoring, campaign management, customer portal$35/user/monthBusinesses of all sizes, from small startups to large enterprises
Sugar SellSales forecasting and reporting, workflow automation, email management, dashboard and reporting, call and contact management$19/user/month Businesses of all sizes, from small startups to large enterprises
Microsoft Dynamics 365Marketing automation, sales automation, customer data management, AI-powered insights$65/user/monthLarge enterprises and businesses with complex sales and customer service needs
NetSuite CRMSales forecasting, customer management, real-time dashboard, time tracking, lead management$100/user/monthBusinesses of all sizes, from small startups to large enterprises
Infusionsoft (now Keap)Lead scoring and grading, pipeline management, integration and API, analytics and reporting, automation, and WorkFlow.$99/monthSmall businesses and solo entrepreneurs
Less Annoying CRMCustomizable pipeline, custom fields to track additional pipeline, contact and company management, scheduled tasks and reminders, forecast reports to predict future sales$15/user/month Small businesses and solo entrepreneurs
NimbleAppointment scheduling, predictive lead scoring, sentiment analysis, intelligent contact recommendations, email tracking, and reporting$29.90/user/monthSmall businesses and solo entrepreneurs
ShapeAutomated email marketing campaign, AI-powered lead scoring, customizable landing page template, centralized contact management, workflow automation$59/user/monthSmall businesses and solo entrepreneurs
CloseCustomizable sales dashboard, automated email sequence, workflow automation, bulk email sending, customizable lead scoring with AI-powered recommendations$59/user/monthSmall businesses and solo entrepreneurs
BatchbookTagging and listing, workflow management, analytics and reporting, task management, customizable pipelines, and lead scoring$29.90/user/monthSmall businesses and solo entrepreneurs
StreakEmail tracking and mail merge, thread splitting, customizable pipeline, snippets, task management$59/user/monthSmall businesses and solo entrepreneurs
CopperDeal tracking, activity logging, reporting and analytics, Google Workspace integration, workflow automation$12/user/monthSmall businesses and solo entrepreneurs
Keap (also known as Infusionsoft)Pipeline management, automation and workflow, analytics and reporting, lead scoring $99/month
Small businesses and solo entrepreneurs

1. Pipedrive

Pipedrive is a customer relationship management tool that facilitates better management of sales processes with a system of visual opportunity pipelines. Due to the easy and customizable format, it is more suitable for SMBs and businesses with sales departments.

 

Pipedrive crm for pipeline management

Pipedrive helps in pipeline management by providing a customizable and visual representation of the sales process, allowing teams to define and track each stage of their unique sales workflow. It automates data management, ensuring that the pipeline is always up-to-date, and provides real-time insights into sales performance through intuitive dashboards and reports. 

✨Key Features 

Here is the list of Pipedrive’s features:

  • Customizable pipeline
  • Sales pipeline stages
  • Sorting data
  • Two-way email sync
  • Activity Calendar

✅  Pros 

  • Provides sales assistant
  • Has quick importing
  • Flexible pricing  

❎ Limitations/Cons

  • Difficulty setup
  • Task management limitation
  • Inadequate automation features

💰 Pricing

PlanPrice
Essential$15/user/month – Billed annually 
Advanced$30/user/month – Billed annually
Professional$50/user/month – Billed annually
Enterprise$99/user/month – Billed annually

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan. 

2. HubSpot CRM

HubSpot is a customer relationship management(CRM) software that helps businesses manage and organize their customer relationships using a centralized and friendly platform. It offers an advanced set of features for customer service processes, sales, and marketing to any business size, from small startups to large enterprises.

Hubspot crm for pipeline management

HubSpot CRM helps in pipeline management by providing a centralized platform to track and manage sales activities, leads, and deals. It offers a customizable pipeline that aligns with a company’s unique sales process, allowing teams to visualize and track deals as they move through each stage.  

✨Key Features

Here is the list of Hubspot’s features:

  • Customizable pipeline stages
  • Customer service automation
  • Visual sales funnel
  • Automated data management
  • Advanced analytics and reporting

✅  Pros

❎ Limitations/Cons

  • Limited customization
  • No A/B testing for lower plan
  • Limited flexibility

💰 Pricing

PlanMonthly PriceAnnual Price
Starter$20$15
Professional$890$890
Enterprise$3,600$3,600
Sales Hub$50.00$50
Service Hub$50$50
CRM Suite$50$50

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan.

🧠Thinking about using HubSpot for sales engagement? Take a look at this: How to Turn HubSpot CRM into a Top Sales Engagement Platform?

3. Zoho CRM

Zoho CRM is a web-based application that integrates sales, marketing, and customer support modules into the sales process. It gives businesses a 360-degree customer view, which ensures that businesses interact with customers at the right moment and with the right information.

Zoho crm for pipeline management

Zoho CRM offers a comprehensive suite of pipeline management features that can significantly benefit sales teams. Its customizable deal stages ensure the pipeline accurately reflects your unique sales process. On the other hand, automated data management and visual sales funnel analysis provide valuable insights to track deal progress, identify bottlenecks, and optimize the sales cycle.   

✨Key Features 

Here is the list of Zoho CRM’s features:

  • Predictive sales forecasting
  • Efficient sales force automation
  • Deal Scoring
  • Kanban view
  • Visual sales funnel

✅ Pros

  • Lead and follow-up management
  • Comprehensive reporting
  • Seamless integration

❎ Limitations/Cons

  • Customization complexity
  • Limited reporting options
  • Learning curve

💰 Pricing

PlanMonthly Price per UserAnnual Price per User
Free$0$0
Standard$14$20
Professional$23$35
Enterprise$40.00$50
Ultimate$52$65

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan. 

4. Salesforce Sales Cloud

Salesforce Sales Cloud is a powerful CRM platform that enhances sales team’s performance by streamlining their entire sales process. Its robust features include advanced intuitive opportunity tracking, lead management capabilities, real-time reporting, mobile accessibility, automated workflows, and seamless integration with third-party.

Salesforce Sales Cloud crm for pipeline management

Salesforce Sales Cloud offers a multitude of benefits for effective pipeline management. It enhanced customer relationships, shorter sales cycles, streamlined processes, valuable insights, and increased sales and revenue. The platform’s scalability and customization options make it suitable for businesses of all sizes, from small startups to large enterprises.

✨ Key Features

Here are the key features of Salesforce Sales Cloud: 

  • Collaborative forecasting
  • Pipeline and forecast management
  • Visual sales funnel
  • Automated data management
  • Customizable pipeline stages

✅  Pros  

  • Predictive intelligence
  • Seamless integration
  • Mobile Accessibility

❎ Limitations/Cons

  • Data security concerns
  • Limited offline functionality
  • Issue on data migration

💰 Pricing

PlanMonthly Price per UserAnnual Price per User
Essentials$30$25
Professional$100$75
Enterprise$175$150
Unlimited $325$300
Performance EditionCustom PriceCustom Price

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan. 

5. Freshsales CRM

FreshSales is a comprehensive cloud-based CRM software that manages business-customer interactions. It offers a wide range of advanced features, including deal management, AI-powered assistance for sales processes, and lead management to boost productivity and drive revenue growth.

Freshsales crm for pipeline management

Freshsales CRM offers several key benefits for effective pipeline management. Its customizable pipeline stages allow you to tailor the sales process to your unique workflow, while automated data capture and visual sales funnel analysis provide valuable insights to track deal progress, identify obstacles, and optimize the pipeline. 

✨ Key Features

Here is the list of FreshSales CRM’s features: 

  • Sales automation
  • Workflow automation
  • Lead and contact management
  • Email analytics and tracking
  • AI-powered insights

✅ Pros  

  • AI-powered insights
  • Team collaboration
  • Mobile Accessibility

❎ Limitations/Cons

  • Reporting limitations
  • Lack of advanced customization
  • Limited enterprise-level features

💰 Pricing

PlanPrice per User per MonthPrice per User per Year
Free$0$0
Growth$19$180
Pro$65$468
EnterpriseCustom$828

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan.

👉Looking to improve your business telephony and pipeline management? Read this: Tips To Increase Productivity With Freshsales And KrispCall

6. Salesflare

Salesflare CRM is an automated CRM that helps in pipeline management by importing email signatures to gather contact information, social profiles, and related data, providing a centralized platform to track and manage sales activities, leads, and deals.

Salesflare crm for pipeline management

It automates data entry, offers a customizable pipeline that aligns with a company’s unique sales process, and provides real-time insights into sales performance, enabling teams to identify bottlenecks, track deal velocity, and forecast revenue with accuracy. It also helps teams to track emails, link clicks, and prospect interactions with the website, and customize their journey to conversion. 

✨ Key Features

Here is the list of Salesflare’s features:

  • Sales automation
  • Task and activity management
  • Real-time insights and reporting
  • Automated data entry
  • Pipeline management

✅ Pros

  • Seamless integration
  • Customizable
  • Sales forecasting

❎ Limitations/Cons

  • Limited reporting capabilities
  • Finite security features
  • No built-in project management

💰 Pricing

PlanPrice per User per Month[ billed monthly ]Price per User per Year [ billed annually ]
Growth$39$29
Pro$59$49
EnterpriseCustomCustom

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan.

7. Insightly CRM

Insightly CRM is a unique tool that links the basic parts of CRM tools with some parts of project management tools. It has several features, including contacts, leads, and the ability to manage workflows, projects, and tasks.

Insightly crm for pipeline management

Insightly CRM provides several benefits for pipeline management, including visual pipeline management, customizable stages and probabilities, real-time opportunity tracking, automated workflow and task management, collaboration and accountability, data-driven insights and reporting, and scalability. 

✨ Key Features

Here is the list of Insightly CRM’s features:

  • Sales pipeline management
  • Email marketing
  • Lead scoring
  • Campaign management
  • Customer Portal

✅ Pros 

  • Affordability
  • Customization
  • Reporting and analytics

❎ Limitations/Cons

  • Performance issues
  • Limited advanced features
  • No AI-powered features

💰 Pricing

PlanMonthly Price per UserAnnual Price per User
Free$0$0
Plus$35$29
Professional$59$49
Enterprise$129.00$99

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan.

8. Sugar Sell

Sugar Sell is a CRM solution that centralizes customer data and provides sales automation, collaboration, and reporting features to drive revenue, increase efficiency, and deliver better customer experiences. It offers key capabilities such as lead and opportunity management, sales forecasting, quote generation, and integration with other platforms.

Suger Sell crm for pipeline management

Sugar Sell can improve pipeline management by providing a comprehensive view of the sales process, from lead to close, enabling tracking and management of leads and opportunities. It offers sales forecasting capabilities to predict revenue and visualize the pipeline to identify obstacles and make data-driven decisions. 

✨ Key Features

Here is the list of  Sugar Sell’s features: 

  • Sales forecasting and reporting
  • Workflow automation
  • Email management
  • Dashboard and reporting
  • Call and contact management 

✅ Pros 

  • Powerful reporting and dashboard capabilities
  • Available in cloud-hosted
  • Highly customizable 

❎ Limitations/Cons

  • Slower’s performance when hosted on Sugar’s own server
  • Integration can be challenging
  • A steep learning curve, especially for developers and administrators

💰 Pricing

PlanPrice per User per Month[ billed annually ]
Essential  $19
Advanced$85
Premier$135

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan. 

9. Microsoft Dynamics 365 

Microsoft Dynamics 365 for Business is a CRM and ERP system that is in one package. The tool provides a wide range of solutions for sales, customer support, marketing, accounting, and operations steps, which makes it suitable for large companies. 

Microsoft Dynamics crm for pipeline management

Microsoft Dynamics 365 offers a powerful pipeline management system. It provides a dedicated workspace to manage opportunities, process bars to track deal progress, and visual charts to analyze the pipeline. Additionally, it includes forecasting tools to generate accurate revenue projections. 

✨ Key Features

Here is the list of Microsoft Dynamic 365’s features:

  • Marketing automation
  • Sales automation
  • Customer data management
  • Integration with Microsoft suite
  • AI-powered insights

✅ Pros 

  • Customization and flexibility
  • Enhanced collaboration
  • Scalability 

❎ Limitations/Cons

  • Limitation on integration
  • Complexity
  • Challenges in data migration

💰 Pricing

PlanMonthly Price per UserAnnual Price per User
Sales Professional$65$780
Sales Enterprise$95$1,140
Customer Service Professional$50$600
Customer Service Enterprise$95.00$1,140
Field Service$20$240
Project Service Automation$95$1,140
Relationship Sales$135$1,620
Team Member$8$96

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan. 

10. NetSuite CRM

The NetSuite CRM solution is cloud software that stores all the customer information and data in real time. It assists in the organization of business relationships with customers, and external partners, and suppliers. It also provides solutions for sales, customer service, and marketing automation. 

NetSuite crm for pipeline management

NetSuite CRM provides robust pipeline management capabilities to help businesses effectively manage their sales process. It offers features like opportunity management to track deals through the pipeline, sales forecasting tools to predict future revenue, and real-time dashboards to visualize the pipeline and monitor key metrics.  

✨ Key Features

Here is the list of NetSuite CRM features: 

✅ Pros 

  • Offer many integration
  • Scalability
  • Easy to use 

❎ Limitations/Cons

  • Limited customization options
  • Finite customer support
  • High subscription pricing compared to others

💰 Pricing

PlanMonthly Price per UserAnnual Price per User
Starter$100$1,200
Mid-Market$200$2,400
Enterprise$300$3,600

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan. 

11. Salesmate

Salesmate is a comprehensive Customer Relationship Management (CRM) and automation platform designed to streamline sales processes and drive business growth. Its primary goal is to optimize sales procedures and promote business expansion. Salesmate offers adjustable pipelines, automated workflows, incorporated telephony, and AI-driven assistant features, making it suitable for businesses of all sizes.  

Salesmate CRM for pipeline management

Salesmate CRM’s robust pipeline management capabilities empower businesses to streamline sales processes, drive revenue, and optimize performance. With customizable pipelines, automated workflows, and a 360-degree contact view, sales teams can work efficiently and consistently to follow up with prospects. 

✨ Key Features

Here is the list of Salesmate features:

  • Unified inbox
  • AI-powered assistants
  • Web forms
  • Reporting and analytics
  • Automated workflows

✅ Pros 

  • Mobile CRM access
  • Integrated email and templates
  • Customizable sales pipelines

❎ Limitations/Cons

  • Potential lag and connectivity issues
  • The steep learning curve for advanced features
  • Lack of voicemail drop feature

💰 Pricing

PlanMonthly Price per UserAnnual Price per User
Basic$29/user/month$23/user/month ($276 billed annually)
Pro$49/user/month$39/user/month ($468 billed annually
Business$79/user/month$63/user/month ($756 billed annually)

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan. 

12. Less Annoying CRM

Less Annoying CRM is a customer relationship management (CRM) platform designed for small businesses and solo entrepreneurs. It offers a straightforward and user-friendly interface that includes essential CRM features such as contact management, lead/pipeline tracking, and task management.

Less Annoying crm for pipeline management

Less Annoying CRM’s pipeline management functionality is essential for small businesses as it provides a user-friendly and customizable way to map out their unique sales,  operations, and customer service workflows. This allows them to easily track progress, prioritize high-value opportunities, and generate detailed reports on pipeline activity.   

✨ Key Features

Here is the list of Less Annoying CRM features:

  • Customizable pipeline
  • Custom fields to track additional pipeline
  • Contact and company management
  • Scheduled tasks and reminders
  • Forecast reports to predict future sales

✅ Pros

  • User-friendly and easy to setup
  • Mobile-accessible interface
  • It integrates with popular apps like Zapier, Gmail, and Outlook. 

❎ Limitations/Cons

  • Limited user roles and permission
  • Basic reporting and analytics features
  • Lacks built-in email marketing and project management capabilities

💰 Pricing

PlanMonthly Price per User
Standard plan$15/user/month (billed annually)

Note: Less Annoying CRM has a single, simple, and clear pricing model. 

13. Nimble

Nimble CRM is a relationship-building tool that integrates social and email integration to manage the communication process. Nimble gives its clients an all-around picture by adding social media data post-connection and monitoring conversations across multiple touch points.

Nimble crm for pipeline management

Nimble CRM empowers pipeline management by allowing users to customize pipelines to map their unique sales, marketing, and customer service workflows, automatically assigning tasks, events, and communications to each deal to keep the team aligned. It also integrates with 140+ apps to extend pipeline capabilities and connect Nimble to other critical business systems. 

✨ Key Features

Here is the list of Nimble CRM features: 

  • Appointment scheduling
  • Predictive lead scoring
  • Sentiment Analysis
  • Intelligent contact recommendations
  • Email tracking and reporting

✅ Pros

  • Social selling tools
  • Contact enrichment
  • Integrations and extensibility

❎ Limitations/Cons

  • Limited user roles
  • Complex setup
  • Potential data privacy concerns

💰 Pricing

PlanMonthly Price per UserAnnual Price per User
Simple $29.90$24.90

Note: Nimble has a single, simple, and clear pricing model.  

14. Shape

Shape CRM is an all-in-one customer relationship management (CRM) solution designed for businesses, particularly small and medium-sized enterprises. It helps manage customer relationships and streamline operations through centralized contact and lead management, sales and marketing automation, and integrated scheduling tools. 

Shape crm for pipeline management

Shape CRM can boost pipeline management by providing a centralized platform for contact and lead management, automating routine tasks through sales and marketing automation, and offering integrated scheduling tools to move deals forward. By offering these features,  Shape CRM can help businesses streamline pipeline management, increase sales productivity, and drive revenue growth. 

✨ Key Features

Here is the list of Shape CRM features:

  • Automated email marketing campaign
  • AI-powered lead scoring
  • Customizable landing page template
  • Centralized contact management
  • Workflow automation

✅ Pros

  • Robust sales and marketing automation tools
  • Customizable dashboard
  • Integrated phone system

❎ Limitations/Cons

  • Potential bugs reported
  • Costly due to the per-user pricing model
  • Steep learning curve

💰 Pricing

PlanMonthly Price per UserAnnual Price per User
Point of Sale$59$47
Sales & Marketing CRM$149$119
Lead Engine$359$299

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan. 

15. Close

Close CRM is a customer relationship management platform designed to help small and medium-sized businesses streamline their sales processes and close more deals faster. It offers integrated communication tools, automated sales workflows, customizable dashboards and reporting, and robust lead management with AI-powered scoring. 

Close CRM for pipeline management

Close CRM is crucial for pipeline management as it provides features to streamline sales processes, prioritize opportunities, and make data-driven decisions. It enables businesses to track and manage leads, gain real-time pipeline visibility, and optimize the pipeline to close more deals faster, ultimately driving sales productivity and revenue growth.

✨ Key Features

Here is the list of Close CRM features:

  • Customizable sales dashboard
  • Automated email sequence
  • Workflow automation
  • Bulk email sending
  • Customizable lead scoring with AI-powered recommendations

✅ Pros

  • Seamless integration with Zapier, Zoom, and other business apps
  • Robust sales workflow automation
  • Quick and easy to get started

❎ Limitations/ Cons

  • Finite features for non-sales departments like customer support and marketing
  • Only a 14-day trial is available; it lacks a free version
  • Limited customization options compared to some enterprise-level CRM platforms

💰 Pricing

PlanMonthly Price per UserAnnual Price per User
Startup$59$49
Professional$109$99
Enterprise$149$139

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan. 

16. Batchbook

Batchbook is a cloud-based social CRM system designed for small and medium-sized businesses. It enables them to create and manage detailed customer records, pull in relevant social information, and segment contacts using customizable tags and lists.

Batchbook CRM is helpful in pipeline management by providing a visual representation of the sales pipeline, allowing users to track deals and opportunities from lead to close. It also enables users to create custom stages to reflect their unique sales process and automate tasks and reminders to ensure follow-ups are never missed. 

✨ Key Features

Here is the list of Batchbook CRM features:

  • Tagging and listing
  • Workflow management
  • Analytics and Reporting
  • Task management
  • Customizable pipelines and lead scoring

✅ Pros

  • Robust social media integration
  • Centralized contact management
  • Affordable pricing model 

❎ Limitations/ Cons

  • Limited sales and marketing automation features 
  • Fewer third-party integrations 
  • Basic lead management features

💰 Pricing

PlanMonthly Price per User
Simple $29.90

Note: Batchbook has a single, simple, and clear pricing model. 

17. Streak

Streak CRM is a customer relationship management tool fully integrated into Gmail’s inbox. It allows users to manage sales, customer relationships, and workflows directly from their email through features like customizable pipelines and task management. 

Streak crm for pipeline management

Streak CRM empowers pipeline management by providing customizable pipelines that fit specific sales processes, allowing users to track deals and projects from start to finish. It enables deal tracking, including deal value, close date, and probability of close, and facilitates task management by assigning and managing tasks related to deals and projects.

✨ Key Features

Here is the list of Streak CRM features:

  • Email tracking and mail merge
  • Thread Splitting
  • Customizable pipeline
  • Snippets
  • Task management

✅ Pros 

  • AI-powered features
  • Collaboration features to share pipelines
  • Seamless integration with Gmail

❎ Limitations/ Cons

  • Lacks advanced features for larger enterprises
  • Potential learning curve
  • Limited reporting and analytics functionality 

💰 Pricing

PlanMonthly Price per UserAnnual Price per User
Pro$59$49
Pro+$89$69
Enterprise$159$129

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan.

18. Copper

Copper CRM is designed to complement Google Workspace and integrates well with Google Workspace products. Since contact management, lead tracking, and tasks are integrated directly into Gmail, Google Calendar, and Google Drive, Copper consolidates CRM tasks and avoids the need to use multiple programs.

Copper crm for pipeline management

Copper CRM’s pipeline management features enable sales teams to streamline their sales processes and drive more deals to close. It provides a centralized platform to customize pipelines tailored to their unique workflows and track deals and associated contacts as they move through each stage. 

✨ Key Features

Here is the list of Copper CRM features:

  • Deal tracking
  • Activity logging
  • Reporting and analytics
  • Google workspace integration
  • Workflow automation

✅ Pros 

  • Robust security features
  • Third-party integration
  • Lead management capabilities 

❎ Limitations/Cons

  • Lack of pre-built  workflow automation templates
  • Limited automation email marketing functionality
  • Potential technical glitches

💰 Pricing

PlanMonthly Price per UserAnnual Price per User
Starter$12$9
Basic$29$23
Professional$69$59
Business$134$99

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan.

19. Keap

Keap (formerly Infusionsoft) is a comprehensive CRM and marketing automation platform tailored to small businesses, offering an all-in-one solution that integrates contact management, sales pipelines, email marketing, e-commerce, and advanced automation features.  

Keep crm for pipeline management

Keap CRM boosts pipeline management for small businesses by providing a centralized platform to customize sales pipelines tailored to their unique workflows. It tracks deals and associated contacts as they move through each stage, automatically logging customer interactions for a comprehensive activity history. 

✨ Key Features

Here is the list of Keap CRM features: 

  • Pipeline management
  • Automation and workflow
  • Analytics and Reporting
  • Lead scoring and grading
  • Integration and API

✅ Pros 

  • All-in-one platform
  • Invoicing and payments
  • Dedicated support

❎ Limitations/Cons

  • Potential technical issues
  • Limited customization
  • Reliance on Google/Microsoft 

💰 Pricing

PlanMonthly Price per UserAnnual Price per User
Grow$99$129
Pro$199$249
Max$299$349
EnterpriseCustom PriceCustom Price

Note: Please remember that the CRM prices mentioned are subject to change, so they may not reflect the current pricing plan.

📚Also Read: 15 Best Lead Management CRM Software

What are the things to consider when choosing CRM For Pipeline Management?

Here are the certain factors you can consider when choosing CRM for pipeline management:

  • User Interface and Usability: Make sure the CRM is easy to navigate and use, even for non-technical team members. 
  • Pipeline Feature: Does the CRM have a robust pipeline management feature that allows for customizable stages, tracking, and analytics? 
  • Scalability and Flexibility: Will the CRM grow with your business, accommodating increasing data and user needs, and can it be customized to fit your unique sales process?
  • Customer Support: What kind of support does the CRM provider offer, including documentation, training, and responsive customer service? 
  • Free Trial:  Is a free trial or demo available to test the CRM’s features and ensure it’s a good fit for your business before committing to a purchase?   

Conclusion

The best CRMs for pipeline management offer powerful features to drive sales success. They provide customizable pipelines, robust reporting, and seamless integrations. Some popular CRMs like Pipedrive, HubSpot, Zoho, Salesforce sales cloud, and Freshsales CRM offer special tools for different industries, automating marketing tasks, visualizing your sales process, and making it easy to customize.

When choosing a CRM for pipeline management, think about how easy it is to use, how much you can customize it, and how well it works with other tools. The best CRMs in 2024 are easy to use and have advanced features that sales teams need. With the right CRM, your business can work more efficiently, understand customers better, and make more money. But don’t worry; there are many CRM that are just right for your business, no matter what your needs are.

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Dinesh Silwal

Dinesh Silwal is the Co-Founder and Co-CEO of KrispCall. For the past few years, he has been advancing and innovating in the cloud telephony industry, using AI to enhance and improve telephony solutions, and driving KrispCall to the forefront of the field.

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