--- title: Pipeline CRM Reviews meta_title: 'Pipeline CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 952 reviews by the users' company size, role or industry to find out how Pipeline CRM works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 952 scale: '5' date_modified: '2026-06-23' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Pipeline CRM Reviews **Vendor:** Pipeline CRM **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 952 ## About Pipeline CRM Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry. ## Pipeline CRM Pros & Cons **What users like:** - Users commend the **ease of use** of Pipeline CRM, making it quick to learn and implement effectively. (9 reviews) - Users appreciate the **intuitive interface** of Pipeline CRM, making it easy to learn and use effectively. (6 reviews) - Users appreciate the **organized approach to pipeline management** in Pipeline CRM, ensuring smooth deal progression and user satisfaction. (6 reviews) - Users appreciate the **ease of setup and intuitive interface** of Pipeline CRM, streamlining team onboarding and client management. (5 reviews) - Users commend the **responsive customer support** of Pipeline CRM, enhancing their experience and problem resolution. (5 reviews) - Helpful (5 reviews) - Users value the **organized lead management** in Pipeline CRM, enhancing deal flow and team efficiency. (5 reviews) - Users value the **detailed reporting functionality** of Pipeline CRM, which effectively tracks sales progress and opportunities. (5 reviews) - Simplicity (5 reviews) - Efficiency (4 reviews) **What users dislike:** - Users find the **limited features** of Pipeline CRM restrict their efficiency and integration capabilities, hindering workflow. (7 reviews) - Users find the **limited customization** options in Pipeline CRM restrict their ability to adapt the tool to complex needs. (6 reviews) - Users face **integration issues** with Pipeline CRM, limiting functionality and complicating data synchronization with other systems. (5 reviews) - Users find that Pipeline CRM has **missing features** like limited integrations and automation, affecting overall efficiency. (4 reviews) - Users face **slow performance** issues with Pipeline CRM, leading to frustrating lags during updates and overall usage. (3 reviews) - Users find **complex automation** a drawback, as it leads to increased manual tasks and limits customization options. (2 reviews) - Lack of Features (2 reviews) - Lack of Mobile Support (2 reviews) - Layout Issues (2 reviews) - Limited Functionality (2 reviews) ## Pipeline CRM Reviews ### 1. Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control **Rating:** 4.5/5.0 stars **Reviewed by:** Ishan S. | Manager and Dietician at Chaitanya Homoeo Clinic, Medical Store Owner, Content Creator, Hospital & Health Care, Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2026 **What do you like best about Pipeline CRM?** What I like about Pipeline CRM is that managing tasks, follow-ups, reminders, and daily activities feels properly organized without making the work confusing. I work as a Dietician & Nutritionist and also create health education content for social media, so I regularly use it for consultation follow-ups, wellness discussions, progress tracking, and content planning during daily work. Creating tasks, checking pending and completed activities, updating follow-ups, and managing reminders feels simple during busy schedules. I also like that pipelines, timelines, activity tracking, and task management stay connected together, which helps keep different healthcare and educational activities arranged from one place. The dashboard and task sections are easy enough to understand during regular use, and switching between activities, timelines, and follow-up lists feels smooth most of the time. Features related to task tracking, reminders, pipelines, priorities, statuses, and workflow management fit naturally into my regular workflow without making things messy. The platform feels smooth during regular use and switching between tasks, timelines, pipelines, and activity sections does not feel slow most of the time. Updating follow-ups, checking reminders, and managing daily activities feels comfortable even while handling multiple tasks together during busy schedules. Overall, Pipeline CRM has been useful for keeping healthcare follow-ups, educational planning, and daily work activities more organized and easier to manage. **What do you dislike about Pipeline CRM?** I feel a few activity update sections could refresh a little more smoothly because sometimes newly updated tasks take a moment before appearing properly in the activity view. I also like that timelines, pipelines, and tasks stay connected together, though a little more flexibility in dashboard and layout arrangement would make daily activity management feel more comfortable. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline CRM is helping me keep follow-ups, tasks, reminders, and daily activities more properly organized during regular work. Earlier, handling consultation follow-ups, progress discussions, and activity tracking from different places used to make daily management a little difficult during busy schedules. Now it is easier to create tasks, manage reminders, check pending and completed activities, and track follow-up work from one place. Features related to pipelines, timelines, activity tracking, priorities, and task management help keep healthcare and educational activities more properly arranged during regular work. Another benefit for me is that different follow-up activities and discussion related tasks stay separated with their own statuses and due dates, which makes regular tracking easier and helps save time during daily workflow management. ### 2. Sales-Focused, Easy-to-Use CRM with Strong Pipeline Customization and Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2026 **What do you like best about Pipeline CRM?** The best thing I like about this platform is it is very much sales focus and easy to use I also like it since it is helping us right from managing leads contact deal activities and follow all in a single place all these things been done without making the CR much complicated their pipeline view customization options and other integrations and reporting tools are very much helpful for our sales team who warns better visibility and control over their sales process also there module based lead attributes such as contact companies and deals are very much defined which is helping us to highly customize the deal pipeline and contact life cycle stage parallelly. **What do you dislike about Pipeline CRM?** Some of their advanced customisation or implementation requirements may need some extra effort, specifically if the business has very specific workflows for a team that is expecting high level enterprise level CRM experience. This may feel a bit limited; their user interface should also be polished and made intuitive, similar to other platforms like HubSpot, Zoho in this competitive space. Their 3rd party integration tools should be worked upon as well. **What problems is Pipeline CRM solving and how is that benefiting you?** This platform helps us by solving the problem of organising sales opportunities and tracking deal stages and also manage follow verbs by doing all this it improves our visibility on our sales pipeline it also helps us in reducing manual tracking avoiding missed follow up and gives our overall sales team are clever view of active deals and revenue opportunities this platform is a good option for small to mid size sales team who wants app practical CRM focused on their pipeline management and activity tracking. ### 3. Intuitive CRM with Limitations in Default Features **Rating:** 2.0/5.0 stars **Reviewed by:** Chaithali P. | Global Marketing Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2026 **What do you like best about Pipeline CRM?** I find Pipeline CRM easy to navigate and user-friendly with very flexible API customizations. It provides smooth lead to contact conversion and accurate opportunity tracking. The powerful integration with financial systems is a big plus for me. I also appreciate the better intuitive reports, and the sales teams find using the tool easy, which contributes to efficient revenue tracking and deal management. **What do you dislike about Pipeline CRM?** Out of the box features are minimal and need a lot of customization. Deals have minimal stages and fields, requiring us to add additional fields and stages. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline CRM helps with smooth lead to contact conversion, accurate opportunity tracking, and powerful integration with financial systems. It provides easy navigation, user-friendly interfaces, and intuitive reports, making it simple for sales teams to use and track revenue efficiently. ### 4. Reliable CRM with Excellent Support and Evolving Features **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Pipeline CRM?** I really value Pipeline CRM's continual evolution over the 10 years we've used it, as they've been very progressive in adding new features. I also find their support to be the best, which makes a big difference. I appreciate the automated campaigns feature, as I can set campaigns and call agenda triggers in advance, saving me a lot of time. The integration with Slack is particularly useful for keeping everyone updated on progress and wins across the office. I found the initial setup easier than with Salesforce. I really like the team at Pipeline CRM; although there are bigger programs out there, their product is growing really well. **What do you dislike about Pipeline CRM?** I have two issues: 1) They recently added eSign contracts, which I was excited about because I currently pay for another program for that. However, the feature is still new and doesn't have all the functions I need yet. 2) The search function isn't as accurate as I'd like, and sometimes I end up searching multiple times to find the record I want. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline CRM helps manage sales leads, rep performance, deals, upsells, special programs, and renewals. I can set up campaigns and call agendas in advance, saving time. Slack integration keeps the team updated on sales campaigns and wins. ### 5. Simplified Sales Management, Ideal for Small Teams **Rating:** 4.0/5.0 stars **Reviewed by:** Sanjeev S. | Cybersecurity Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2026 **What do you like best about Pipeline CRM?** I like Pipeline CRM because it's simple and easy to use. The visual pipeline makes it clear where each deal stands, and updating deal stages or adding notes doesn't take much time. It keeps things organized without feeling complicated, which helps the team stay consistent with follow-ups. I also appreciate the straightforward initial setup and the intuitive interface that allowed the team to start using it with minimal training. Integrating with our email system and calendar to sync communications and schedule follow-ups more easily keeps everything connected without switching between platforms. **What do you dislike about Pipeline CRM?** Some advanced reporting and automation features are limited and deeper customization options would be helpful. For more complex sales workflows, it can feel a bit basic. **What problems is Pipeline CRM solving and how is that benefiting you?** I use Pipeline CRM to track our sales pipeline, manage deals, and follow-ups efficiently, keeping our sales process organized. It reduces manual tracking, gives a clear view of deal progress, and integrates with other tools to sync communications easily. ### 6. Streamlined Lead Management with Room for Growth **Rating:** 4.0/5.0 stars **Reviewed by:** Mohit P. | SEO Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** January 30, 2026 **What do you like best about Pipeline CRM?** I like Pipeline CRM for its organized approach to managing and tracking leads, which helps keep deals moving smoothly. Its simple and logical UI makes it quick to learn and reduces the need for extensive training. There are fewer complaints from the sales team because of this. The email sync feature is fantastic, automatically showing our Gmail emails in the CRM. Automation in Pipeline CRM is a big plus as it handles tasks like assigning follow-ups, sending sequences, or moving deals without manual intervention. Customization is another strong point; I can tailor fields, deal stages, forms, and data tracking to our needs. The setup was easier than expected, and they offer onboarding service, which facilitated the transition. **What do you dislike about Pipeline CRM?** It is good but some features have scope of improvement, basically if we need a deep integration, mobile app lacks some functionality, sometimes faces email integration glitches, third party integrations are limited, like HubSpot, Salesforce that makes it harder to sync data across marketing sales system. **What problems is Pipeline CRM solving and how is that benefiting you?** I use Pipeline CRM to manage and track leads, keeping everything organized. It prevents data scatter across spreadsheets and inboxes, helping us turn prospects into customers and store data for retargeting. ### 7. Easy to Use, Fast Insights, and Great AI at an Affordable Cost **Rating:** 4.5/5.0 stars **Reviewed by:** Brandon L. | Auburn District Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Pipeline CRM?** The overall ease of use and how your able to train new users. I enjoy the how fast I am able to receive the information that I need that helps move forward. The total cost for the system is affordable. I have enjoyed using this with others and the AI aspect of the system is great **What do you dislike about Pipeline CRM?** Needing a report side that would better hold information **What problems is Pipeline CRM solving and how is that benefiting you?** It has stream lined our needs to making sure we are able to benefit from it and how our team can ### 8. Effortless Lead Generation, Powerful Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Kelley A. | Client Success Manager, Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2026 **What do you like best about Pipeline CRM?** I like Pipeline CRM because it allows me to generate valuable reports and have all the information I need at my fingertips. I can easily export these reports into an Excel file to reach out to prospects, which is really convenient. The initial setup was also very easy, making the whole process smooth. **What do you dislike about Pipeline CRM?** Less fields, fields that are repetitive **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline CRM centralizes everything on one platform. I can generate reports, have data at my fingertips, and easily export it to Excel for reaching out to prospects. ### 9. User-Friendly CRM with Great Support and Capabilities, But Needs Better Integrations and Performance **Rating:** 4.5/5.0 stars **Reviewed by:** Dorcas A. | Director of Operations, Logistics and Supply Chain, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2025 **What do you like best about Pipeline CRM?** The user-friendliness of the interface of Pipeline CRM is one of the most fundamental strengths that makes it a reliable solution. Pipeline CRM gives us value for money because it leads us to the right clients and enables us to build rapport smoothly. Its exceptional sales pipeline management gives our company a competitive edge. On top of that, I am impressed by the speed at which the customer support team of Pipeline CRM responds to our questions. **What do you dislike about Pipeline CRM?** The third party integrations of Pipeline CRM are extremely limited, which limits us from maximizing the potential of this tool. Additionally, we encounter performance challenges when using Pipeline CRM. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline CRM has strengthened our bond with our clients, boosting our sales and elevating our brand. Pipeline CRM offers accurate sales analytics. **Official Response from Chelsea Santo:** > Dear Dorcas - This is music to our ears! Thank you for taking time to review Pipeline CRM! Your comment regarding "value for money because it leads us to the right clients and enables us to build rapport smoothly" is very insightful - thank you for sharing this. I'm sorry to hear that our app library is limited for your business. We recognize integrations are critical to your CRM functionality, our Product team is always working to grow our library and make integration connections robust and easy to use. So glad you're impressed by our Customer Experience teams -- we are proud to have them! Thank you again for your thoughtful review. -Chelsea, Pipeline CRM ### 10. User-friendly CRM with strong sales pipeline management **Rating:** 5.0/5.0 stars **Reviewed by:** Cristian C. | Administrador, Small-Business (50 or fewer emp.) **Reviewed Date:** October 01, 2025 **What do you like best about Pipeline CRM?** Pipeline CRM is very intuitive and makes managing deals and contacts straightforward. I like the clear pipeline visualization, which gives a quick overview of opportunities and their status. The reporting is helpful for tracking sales progress, and the mobile app makes it easy to stay connected on the go. **What do you dislike about Pipeline CRM?** While the platform is easy to use, the customization options could be more advanced for companies with complex sales processes. Integration with some third-party apps is available, but expanding this further would add even more value. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline CRM helps solve the problem of disorganized sales tracking by centralizing contacts, leads, and opportunities in one place. This makes it easier to follow up with prospects, prioritize deals, and improve conversion rates. It has improved our team’s efficiency and given us better visibility into the sales cycle. **Official Response from Chelsea Santo:** > Hi Cristian. We're so glad to hear you love Pipeline CRM! It sounds like your are experiencing all the great benefits we had in mind - making it easier to follow up with prospects, prioritize deals, and improve conversion rates as well as improving your team’s efficiency! Thank you for the thoughts on adding integrations. We have recognized this need and are actively working to grow our library of integrations! Thank you so much for taking time to leave us a thoughtful review. - Chelsea, Marketing ### 11. Pipeline CRM? **Rating:** 5.0/5.0 stars **Reviewed by:** Santhi Kumari K. | Internship, Small-Business (50 or fewer emp.) **Reviewed Date:** July 07, 2025 **What do you like best about Pipeline CRM?** What I like best about Pipeline CRM is its clean, intuitive interface that makes managing sales pipelines simple and efficient. It’s designed specifically for sales teams, which keeps the focus on closing deals rather than navigating complex menus. **What do you dislike about Pipeline CRM?** What do you dislike about Pipeline CRM? While Pipeline CRM is user-friendly, it lacks some advanced features that larger or more complex sales teams might need, such as robust marketing automation or deep analytics dashboards. What is least helpful about Pipeline CRM? The reporting features, though useful, can feel limited in terms of customization and visual insights. Also, integration options with third-party apps are more restricted compared to other CRMs like HubSpot or Salesforce. What are the downsides of using Pipeline CRM? Limited third-party integrations and APIs. Basic reporting and analytics tools. Fewer automation features for marketing or workflows. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline CRM helps solve the problem of managing and tracking sales leads efficiently. It centralizes all customer interactions, tasks, and deal stages, which reduces the chances of missed follow-ups and helps us close deals faster. **Official Response from Chelsea Santo:** > Hi there! Thank you so much for taking time to lead a thoughtful and detailed review of your experience with Pipeline. We're so glad its made managing and tracking sales leads efficiently easier for you! Thank you for sharing your feedback regarding limitations of our reporting functionality -- this helps us improve our software. I will share it with our Product team. Thank you for being a valued Pipeline customer. ### 12. Great Outreach Templates, but the Interface Needs a Refresh **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about Pipeline CRM?** The templates make it easy to load all the tasks in an outreach sequence so you can see upfront when your contact points are and adjust all at once if you need to push things back. **What do you dislike about Pipeline CRM?** The interface could use some updating to be more user friendly. **What problems is Pipeline CRM solving and how is that benefiting you?** It makes it easy to organize your ongoing cases and outreach points. ### 13. Review of Great CRM: Pipeline CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Peter G. | Freight Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2025 **What do you like best about Pipeline CRM?** I like Pipeline CRM because of follwing features: 1. Easy to use, easy to manage deals and prospects. 2. Easy to implement in already setup marketing plan. 3. Great customer support avilable. 4. Use daily to check deals and followups. **What do you dislike about Pipeline CRM?** Till now I found nothing that I do not like about Pipeline. **What problems is Pipeline CRM solving and how is that benefiting you?** Before using Pipeline I missed several follwups and deals which after using Pipeline minimized t 23%. **Official Response from Chelsea Santo:** > Hello Peter! Thanks you so much for sharing your experience with Pipeline CRM! I'm so glad to hear that you love our great customer support, easy project management and marketing strategy execution! It's also an amazing feat to have minimized missed follow ups by 23%! Thank you for taking time to leave us a review! - Chelsea, Marketing ### 14. Simple, Effective CRM for Sales Teams **Rating:** 5.0/5.0 stars **Reviewed by:** Manpreet D. | Sales executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2025 **What do you like best about Pipeline CRM?** I liked how easy it was to set up and start using Pipeline CRM. The interface is very clean and intuitive, which made onboarding my team quick and smooth. The pipeline view gives a clear picture of where every deal stands, and task management helps us stay on top of follow-ups. Custom fields and automation have been very helpful in tailoring the CRM to fit our sales process. **What do you dislike about Pipeline CRM?** Limited reporting options and fewer integrations compared to some other CRMs. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline CRM helped us solve the problem of disorganized lead and deal tracking. Before using it, we were struggling to manage follow-ups and keep visibility on where each deal stood in the sales process. With Pipeline CRM’s visual pipeline and task reminders, we are now able to track every opportunity, ensure timely follow-ups, and keep the entire sales team aligned. **Official Response from Chelsea Santo:** > Hello Manpreet. Thank you for taking time to review your experience with Pipeline CRM so far. We're thrilled to hear about how easy it's been to onboard your team! I will surface the the feedback around reporting and integration limitations to our Product team. Thank you again for your time in reviewing Pipeline CRM! Chelsea, Marketing ### 15. Efficient Lead Management with Room for Interface Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Publishing | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about Pipeline CRM?** What I like best about Pipeline CRM is its ability to organize leads, track progress, and manage client relationships efficiently. The dashboards and reporting features provide clear visibility into the sales pipeline. **What do you dislike about Pipeline CRM?** I find that some features can be a bit clunky or unintuitive, and the interface could be more streamlined for faster navigation. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline CRM helps solve the problem of managing multiple leads and client interactions efficiently. It provides a centralized system to track deals, follow-ups, and communications, which improves organization and boosts productivity. **Official Response from Chelsea Santo:** > Hello Valued but Anonymous Customer! Thank you for taking your time to review Pipeline CRM! We love to hear about the clear visibility into your sales pipeline - that's exactly what we had in mind when we designed it. I'm sorry to hear that you don't find our features and navigation as intuitive and streamlined as you would like. We have just rolled out a brand new user interface, and we are continuing to fine-tune it based on valuable user feedback like yours! Rest assured we strive to provide the best experience by implementing UX best practices using the most modern technologies. Thanks again for your feedback! - Chelsea from Pipeline ### 16. I'm a big fan of Pipeline CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda L. | Director of Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about Pipeline CRM?** Ease of use, ease of implementation/integration, reporting functionalty, support team **What do you dislike about Pipeline CRM?** No major dislikes. There are some sales metrics that I wish Pipeline could calculate on its own but I'm not aware of any other CRM that can do them. **What problems is Pipeline CRM solving and how is that benefiting you?** We use the CRM to track sales cycles for our various locations, each with independent sales cycles. Using Probabilities and Weighted Totals allows us to forecast revenue and make operational decisions for the company. The CRM also helps us retain and grow our industry relationships. **Official Response from Chelsea Santo:** > Hi Amanda! Thank you so much for taking time to leave us a detailed review. We're glad to hear you're able track to independent sales cycles in your business and make informed decisions. This is music to our ears! I am sorry to hear you're not finding the right path forward with some calculated fields. I surfaced this feedback to your Customer Success Manager, and they're going to look into this for you/with you to see if we can help formulate the right calculated fields for your metrics. - Chelsea, Pipeline Marketing ### 17. Great customer service, quick responses **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Pipeline CRM?** I like the customer support features and the fact I can view when customers open emails. **What do you dislike about Pipeline CRM?** Some graphs could be easier to make and view. **What problems is Pipeline CRM solving and how is that benefiting you?** Understanding when customers are interested in our messages > leads to better meetings. **Official Response from Chelsea Santo:** > Dear Secret Admirer, Thank you so much for taking the time to leave us a review. I'm so happy our email tracking feature has helped you understand when customers are actually interested in meetings, leading to better meetings for you. This is music to our ears. Love, Chelsea from Pipeline ### 18. could not access my saved deals lists **Rating:** 5.0/5.0 stars **Reviewed by:** Gabriel M. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 13, 2025 **What do you like best about Pipeline CRM?** visibility to all aspects of our business deals **What do you dislike about Pipeline CRM?** not having access to export reports in a usable file format (internal business restrictions from our office admin) **What problems is Pipeline CRM solving and how is that benefiting you?** labor forecasting **Official Response from Chelsea Santo:** > Hello Gabriel. Thank you for taking time to leave us a review! I'm glad to hear our product has helped you better forecast your labor needs. I'm sorry to hear about the limitations of your export reporting. Please reach out to CustomerCare@pipelinecrm.com and maybe they can help troubleshoot some solutions or workarounds! - Chelsea from Pipeline ### 19. Excellent way to stay on top of daily activities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2025 **What do you like best about Pipeline CRM?** Keeping everything in small digestible chunks. You know exactly what you have to do every day **What do you dislike about Pipeline CRM?** Easy to get lost in the weeds and have overdues pile up **What problems is Pipeline CRM solving and how is that benefiting you?** Gets rid of clutter. Helps keep everything in view and alerts you when you lose sight of an account/deal **Official Response from Chelsea Santo:** > Hello! We're so glad you're enjoying Pipeline CRM. Thank you for taking time to leave us a review, it helps us out a lot! - Chelsea, Pipeline Marketing ### 20. Best platform for the integration **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** February 07, 2025 **What do you like best about Pipeline CRM?** This is very helful for the integeration and maging the sales **What do you dislike about Pipeline CRM?** It's has some demerit like being sllwer sometimes **What problems is Pipeline CRM solving and how is that benefiting you?** Helping in managing the integeration and various other helpful by providing services like Sakes abd CRMs **Official Response from Chelsea Santo:** > Hello! Thank you for taking the time to leave us a review. We appreciate you being a Pipeline customer. - Chelsea, Pipeline Marketing ### 21. My experience with Pipeline Crm is honestly good i like reporting and analytics tools of it alot. **Rating:** 4.5/5.0 stars **Reviewed by:** daniel R. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2024 **What do you like best about Pipeline CRM?** as mentioned i like the reporting and analytics, integration capabilites,Customization and Scalability tools **What do you dislike about Pipeline CRM?** what i dislike about it is Over-reliance on Automation, Customization Limitations but still i like the Pipeline CRM overall. **What problems is Pipeline CRM solving and how is that benefiting you?** The problem i was facing was the process which wasnt streamlinied. But after using Pipeline CRM i dont really face problem because it's process is already streamlined. ### 22. Review of Pipeline CRM **Rating:** 3.5/5.0 stars **Reviewed by:** SANATAN K. | Senior Business Development Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2024 **What do you like best about Pipeline CRM?** It's very user friendly and has all the necessary tools to maintain the clients record. **What do you dislike about Pipeline CRM?** Nothing as such as of now but yes it's ui & ux can be enhanced. **What problems is Pipeline CRM solving and how is that benefiting you?** It helps me to track my customers and prospects data. **Official Response from Chelsea Santo:** > Hi Sanatan. I'm so glad you find our platform very user-friendly, we work hard to make it so! We do have plans to enhance the UX/UI, stay tuned for updates. Thank you for being a Pipeline customer. ### 23. Been using since I joined Nimonik. Never had any issues **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2024 **What do you like best about Pipeline CRM?** Easy to use and easy to learn. Great customer support **What do you dislike about Pipeline CRM?** Can't have more than one account manager per customer **What problems is Pipeline CRM solving and how is that benefiting you?** crm ### 24. Easy to use CRM to track client and prospect contact **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2023 **What do you like best about Pipeline CRM?** What I appreciate most about Pipeline CRM is its user-friendly interface, which significantly enhances my overall experience. Navigating the system is a breeze, and the intuitive design allows me to seamlessly attach files, jot down notes, and effortlessly create custom fields tailored to my specific needs. The web-based platform adds a layer of convenience, enabling me to access and manage my data from any location with an internet connection. One standout feature is the absence of contact limits, providing the flexibility to grow and scale without the constraints often imposed by other CRM systems. This not only accommodates my current requirements but also future-proofs my usage as my needs evolve. Pipeline CRM's commitment to simplicity, coupled with its versatile capabilities, makes it an indispensable tool for streamlining my workflow and optimizing my customer relationship management processes. **What do you dislike about Pipeline CRM?** One aspect of Pipeline CRM that I find less than ideal is the limited range of integrations with other service providers. The platform's ecosystem lacks compatibility with various third-party tools and services, which can be a drawback when seeking a seamless integration of workflows across different platforms. In the financial services industry, where interoperability is crucial, the relatively lower recognition of Pipeline CRM among other service providers poses a challenge. **What problems is Pipeline CRM solving and how is that benefiting you?** I use Pipeline CRM in my daily workflow. Primarily, the platform serves as a robust tool for managing contacts across diverse categories, including clients, prospects, and service providers. Through its user-friendly interface, I efficiently track interactions and discussions with each contact, maintaining a comprehensive record of our engagements. The capability to attach files to individual records enhances my organizational efficiency, allowing me to seamlessly associate relevant documents with specific individuals or companies. Whether it's keeping abreast of client communications, nurturing prospective leads, or maintaining a streamlined network of service providers, Pipeline CRM proves invaluable in centralizing and optimizing my contact management processes. **Official Response from Chelsea Santo:** > Hello! Thank you for taking your time to leave such a thoughtful and detailed review. We're so glad you're finding it easy to navigate and provides a viability for scaling your business! We are currently building out our integrations library and updating existing integrations. We just updated our QuickBooks integration to be two-way sync (instead of 1-way), with the ability to create and send proposals right from Pipeline! Thank you again for your time to leave the review and being a Pipeline customer! ### 25. Pipeline CRM Review **Rating:** 3.5/5.0 stars **Reviewed by:** Dave S. | Customer Success Expert, Small-Business (50 or fewer emp.) **Reviewed Date:** July 22, 2024 **What do you like best about Pipeline CRM?** That it can sync up to my emails or that I can BCC to pipeline CRM **What do you dislike about Pipeline CRM?** It feels like there are a lot of duplicate contacts created **What problems is Pipeline CRM solving and how is that benefiting you?** We manage customers and accounts from CRM. It helps us stay organized **Official Response from Chelsea Santo:** > Hi Dave. Thank you so much for taking time to share about your experience with Pipeline CRM! We're so glad you love the email sync feature! I'm sorry to hear you're having trouble with duplicative contacts, we have a few options for conquering those! Check out our Knowledge Base article here: https://help.pipelinecrm.com/article/1036-removing-duplicates If you need more help, always feel free to reach out to Customer Care for help from our friendly and knowledgeable team! CustomerCare@pipelinecrm.com. Thank you for being a Pipeline customer! ### 26. my view **Rating:** 5.0/5.0 stars **Reviewed by:** EMMANUEL O. | instal support specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2024 **What do you like best about Pipeline CRM?** This service is hitch free and easy to navigate **What do you dislike about Pipeline CRM?** I havent found yet as i am still getting familiar. **What problems is Pipeline CRM solving and how is that benefiting you?** orderliness **Official Response from Chelsea Santo:** > Hi Emmanuel. Thank you for taking the time to leave us a review! We have an extensive Knowledge Base to help you navigate and learn our platform, as well as a great Customer Care team. You can chat them and get a prompt response with any questions you may have. Thank you for being a Pipeline customer! ### 27. Great and Easy to keep clients organized **Rating:** 5.0/5.0 stars **Reviewed by:** Brooke G. | Office Administrator & Assistant to the Territory Director, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** You can stuff so much information into one page, also like their Ideas category to add ideas that they may add! I love the ability to customize and add as much information ! **What do you dislike about Pipeline CRM?** If it's an old company with many uploaded it's hard to find the forms you need. It can take a few hours. I've sent them an idea about adding a view key to see what the document looks like rather than having to open something fully. **What problems is Pipeline CRM solving and how is that benefiting you?** They are adding new ways to stay organized which is very thoughtful and awesome as a company. The more ways they can do this it will help benefit everyone! Its been easier for everyone since they updated! **Official Response from Ashley Whitney:** > Thank you for your feedback, Brooke. We're so happy to hear our Feature Idea's Portal is one of your favorite parts of your experience. We too are very excited to have a direct line to our product & engineering teams for our customers. I will take your dislike items to the team via our Ideas Portal to see what we can do there. ### 28. An effective and great CRM platform to track the sales pipeline for better deal closure numbers **Rating:** 4.5/5.0 stars **Reviewed by:** Vineet A. | Delivery Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 30, 2023 **What do you like best about Pipeline CRM?** The platform offers a nice user inerface where we can create the dashboard including the checklist as per the requirement. It helps our team to understand the pipeline and set the targets accordingly. **What do you dislike about Pipeline CRM?** Although the interface is quite impressive, addition of more feature like multiple colour option for individual person in calendar will surely help to create visualized dashboards **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline CRM team is extremely supportive and solves any query you have, Sales tracking is easy nowadays while using this platform. ### 29. CRM Pipelon **Rating:** 2.5/5.0 stars **Reviewed by:** Tim H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Pipeline CRM?** Easy To use, multiple ways to accomplish storing info. **What do you dislike about Pipeline CRM?** It would be nice if you could connect people, by relationships. **What problems is Pipeline CRM solving and how is that benefiting you?** Follow Up/Job Tracking - nothing falls thorugh the cracks as long as the people do the work. We got our CRM synced to email and it messed up ALL our deals. I was told the only to fix this was go through them 1 at a time. I have tried to get our contact that was helpful to meet with us several times to figure out how we can deal with it and crickets. ### 30. Helpful and business-essential tool **Rating:** 5.0/5.0 stars **Reviewed by:** Via P. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2023 **What do you like best about Pipeline CRM?** It has the overview of the transaction and interaction with customer, it boosts the sales and marketing of the company. It has the information of the customer needed for sales. **What do you dislike about Pipeline CRM?** It doesn't show the recording when it's connected to the personal phone number tho it's understandable. **What problems is Pipeline CRM solving and how is that benefiting you?** It consolidates the contact information, the interaction between us and our customers and marketing of the company for them. It helps me to easily work on each customer. **Official Response from Chelsea Santo:** > Hi Via, thank you so much for taking time to express your satisfaction with Pipeline and sharing some insights. We're so glad to hear it helps streamline your sales management and enhances your visibility. We appreciate your business and look forward to a continued partnership! ### 31. Flexible CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Pipeline CRM?** What I like most about the CRM is that the user interface is very flexible. You can choose what layout you want, what fields to include or not and standardize it accross your teams. **What do you dislike about Pipeline CRM?** The biggest drawback to this CRM is the lack of third party software that integrates natively with it. If your tech stack includes a lot of 3rd party tools, this might not be the best fit. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline is the main hub for our sales team. We use an external dialer that syncs to the CRM for data capture. ### 32. Pipeline CRM - Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** January 07, 2024 **What do you like best about Pipeline CRM?** It's an easy to use software compared to other CRM products. It easily integrates into my existing flow without much hassle. It has a good customer support **What do you dislike about Pipeline CRM?** Aly ought the customer support is good. It can improve. **What problems is Pipeline CRM solving and how is that benefiting you?** It has strangled out CRM process and help eliminate reducnancy **Official Response from Chelsea Santo:** > Hello. My name is Chelsea and I'm the Product Marketing Manager for Pipeline CRM. Thank you so much for taking the time to leave us a thoughtful review! We're very interested to hear your thoughts on how Pipeline can improve our Customer Support. Please send any feedback for improvement to CustomerCare@pipelinecrm.com. Thank you again! - Chelsea ### 33. Seamless, Simple, and Efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Nicole C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2023 **What do you like best about Pipeline CRM?** I like the simplicity of the process and that I am able to get an overview of all the updates and progress in one or a few pages. **What do you dislike about Pipeline CRM?** Having to manually do every step, needs automation options. **What problems is Pipeline CRM solving and how is that benefiting you?** It makes getting leads seamless and efficient. ### 34. One of the best CRM’s I’ve ever used **Rating:** 5.0/5.0 stars **Reviewed by:** Mike M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 03, 2023 **What do you like best about Pipeline CRM?** Easy to use and easy for new people to learn. Love that you can automate different tasks for different people **What do you dislike about Pipeline CRM?** There really isn't much to dislike about pipeline **What problems is Pipeline CRM solving and how is that benefiting you?** Keeps everyone and everything on the same page very easy to run reports ### 35. PLD Checklist **Rating:** 1.5/5.0 stars **Reviewed by:** Shenoy M. | Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Easy to create a Dashboard, Include Checklist, Provides trigger when deals are all set **What do you dislike about Pipeline CRM?** Difficult to set condition for automation for Email notification and Trigger, Difficult to navigate the Dashboard with a few misclicks, UI could be better there is no integrity in the system **Recommendations to others considering Pipeline CRM:** E-Mail Notification **What problems is Pipeline CRM solving and how is that benefiting you?** Current project requires multiple checklists that need to be reviewed before so easy to keep track of it. ### 36. My honest Review about Pipeline CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Aaryan J. | Senior Consultant (Middle East and India) , Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Pipeline CRM?** A very helpful system that has helped us improve our sales productivity and lead management! **What do you dislike about Pipeline CRM?** More integrations with communication tools would have been better! **What problems is Pipeline CRM solving and how is that benefiting you?** It is solving the problem of lead capturing, lead management and performance tracking! **Official Response from Chelsea Santo:** > Hi Aaryan. Thank you for your updated review. Our goal is to provide effective lead capture and management solutions - we're so glad you're satisfied. We are actively working on building out our integrations library - stay tuned! Thank you for being a Pipeline customer. ### 37. User friendly interface **Rating:** 4.5/5.0 stars **Reviewed by:** Praveen B. | Digital Marketing Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 01, 2023 **What do you like best about Pipeline CRM?** Pipeline CRM helps you visualize and understand your sales pipeline in order to grow your business. Lead Management. It provide accessibility to all organisation **What do you dislike about Pipeline CRM?** Automatically get your leads.The lack of automated functions. Calendar only gives one color per person which sometimes makes it difficult to navigate. **What problems is Pipeline CRM solving and how is that benefiting you?** It is easy to use, easy to customize, and works well for a sales organization. We use it for tracking our funnel opportunities as well as planning. ### 38. Funding Manager at Lendio **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremiah A. | Regional Sales Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Pipeline CRM?** It was very relevant to my job and it was created in house **What do you dislike about Pipeline CRM?** Sometimes a lag when they do updates to the CRM **What problems is Pipeline CRM solving and how is that benefiting you?** Steamline the sales process ### 39. Incredibly helpful! **Rating:** 4.5/5.0 stars **Reviewed by:** Ray K. | Keynote Speaker, Mentor, Trainer, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Pipeline CRM?** It makes my life so much easier! So helpful to me! **What do you dislike about Pipeline CRM?** Nothing really! It does what it is supposed to do & what it says it will! **What problems is Pipeline CRM solving and how is that benefiting you?** I really do not have any "problems"; especially since using this! Very helpful & helps keep me organized! I really enjoy the ease of using it! It makes my work life way easier! **Official Response from Chelsea Santo:** > Hi Ray! Thank you so much for taking time to update your review! I'm so pleased to hear you find so much success with Pipeline CRM. We're always here if you have any questions about what more Pipeline can do for you. - Chelsea, Pipeline Marketing ### 40. Great Way to Stay On Track **Rating:** 4.0/5.0 stars **Reviewed by:** Deborah D. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 14, 2023 **What do you like best about Pipeline CRM?** The tasks I can set remind me of important events that are to take place, or remind me of my list of to do's. **What do you dislike about Pipeline CRM?** Sometimes I manage to get duplicate accounts or copies of accounts in the system and I am not sure how I manage to do that. If I was able to understand how I am creating duplicates I could eliminate the problem. **What problems is Pipeline CRM solving and how is that benefiting you?** Actually it helps me remember to follow up on quotes and close more sales. It is helpful to follow up on customers who have purchased but have been silent for awhile. ### 41. Easy To Use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Kimberly J. | Director of Digital Marketing & Technology, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Pipeline CRM?** It is a really easy-to-use platform, I have not had any problem training new hires on this solution. **What do you dislike about Pipeline CRM?** I would like it to offer more marketing integration solutions without use a 3rd party plugin. Also more dynamic reporting. **What problems is Pipeline CRM solving and how is that benefiting you?** We use pipeline to manage deals that have to touch many hands in the sales process. ### 42. Exceeds expectations! **Rating:** 5.0/5.0 stars **Reviewed by:** Justin J. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 02, 2023 **What do you like best about Pipeline CRM?** User friendly interface with unlimited filters for managing a unique sales pipeline. **What do you dislike about Pipeline CRM?** Would be nice if it had an integrated AMS system to compliment this excellent product. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline CRM has excellent support and always resolve any issues that me or my team have. ### 43. Overall it has helped me to stay organized and focused. **Rating:** 4.0/5.0 stars **Reviewed by:** Jason B. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2023 **What do you like best about Pipeline CRM?** The layout of the pages in both the people and the deal sections of the software and their compatibility in working in and out of our client information seamlessly. **What do you dislike about Pipeline CRM?** It is not as flexible as I would like in relation to running any kind of specific report on certain topics. I wish this was more flexible or ven had it's own page passed on entering the parameters I would like to look at. **What problems is Pipeline CRM solving and how is that benefiting you?** Organization, database, sales tracking, reports, goals ### 44. Pipeline - easy for everyone to use **Rating:** 4.5/5.0 stars **Reviewed by:** Ryan L. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Pipeline CRM?** The thing I like most about Pipeline is how easy it is to use. I've used other CRM's in the past and they can be more sophisticated than needs to be. Been using Pipeline for 8 years now and it will continue to be my go to CRM moving forward with any business I'm a part of. **What do you dislike about Pipeline CRM?** I can't recall not liking anything about Pipeline **What problems is Pipeline CRM solving and how is that benefiting you?** n/a ### 45. As a salesperson my pipeline is always rolling and pipeline CRM helps me stay in charge. **Rating:** 5.0/5.0 stars **Reviewed by:** Alexander O. | B2B Sales (Field), Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Pipeline CRM?** It is most suitable for my sales challenges and gets the job done. **What do you dislike about Pipeline CRM?** The user interface is less attractive than engaging yet gets the job done. **What problems is Pipeline CRM solving and how is that benefiting you?** It organizes my workflow, keeps me on track with my customer's activities and creates the right campaign to increase sales. ### 46. Pipeline CRM: Insights **Rating:** 3.0/5.0 stars **Reviewed by:** Snehal H. | Project Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2023 **What do you like best about Pipeline CRM?** Hello All, Earlier I am using Pipeline CRM it provides more insights about the operations and great network connectivity while using stream Thanks Snehal Hajare **What do you dislike about Pipeline CRM?** Nothing as of now but there is scope for improvement **What problems is Pipeline CRM solving and how is that benefiting you?** More with sales analysis and design pattern ### 47. Pipeline checked all of our boxes **Rating:** 4.5/5.0 stars **Reviewed by:** Dan D. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2023 **What do you like best about Pipeline CRM?** The CRM was very flexible and we were able to make it fit the way we wanted to track and manage opportunities. **What do you dislike about Pipeline CRM?** Doesn't always save the view the way I like. Not necessarily a big problem. **What problems is Pipeline CRM solving and how is that benefiting you?** Able to track and manage opportunities and current accounts very effectively. ### 48. Awesome CRM! **Rating:** 5.0/5.0 stars **Reviewed by:** Joel J. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 07, 2023 **What do you like best about Pipeline CRM?** Love the mobile feature. No more chasing for information about the customer. Addresses, phone numbers, email, etc are all a click away! **What do you dislike about Pipeline CRM?** Really haven't found anything that I don't like... **What problems is Pipeline CRM solving and how is that benefiting you?** Customer history of past emails and deals. Saves time! **Official Response from Chelsea Santo:** > Hi Joel, thank you for taking your time to leave us a review! We appreciate your feedback. I'm so glad to hear you love our mobile app! I'm sure you've seen or heard via email, but we are releasing multiple updates and improvements to further enhance your experience. Thank you for being a Pipeline customer! ### 49. Best all Around CRM without having to completely learn a new system **Rating:** 4.5/5.0 stars **Reviewed by:** Josef B. | V, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about Pipeline CRM?** It was easy to learn and Pick up from the beginning. **What do you dislike about Pipeline CRM?** It does not connect with everything we need it to, we have to use Zapier to connect to some programs **What problems is Pipeline CRM solving and how is that benefiting you?** Helping us get better at daily reports and payroll ### 50. Helpful for tracking project progress **Rating:** 5.0/5.0 stars **Reviewed by:** Gerald L. | Design, Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2023 **What do you like best about Pipeline CRM?** Being able to see the progress of the project throughout the process. **What do you dislike about Pipeline CRM?** There is not anything I can think of that I dislike. **What problems is Pipeline CRM solving and how is that benefiting you?** Being able to see potential issues for future projects ahead of time. ## Pipeline CRM Discussions - [How do I get a buy-in from my sales team to move from spreadsheets or another CRM to PipelineDeals?](https://www.g2.com/discussions/sales-429826f6-108a-4343-afd8-da1ba60ec905) - 5 comments, 2 upvotes - [What’s the cost like?](https://www.g2.com/discussions/roi-e395b7b9-e575-47ee-8ff6-f26eab4fcbe1) - 3 comments, 1 upvote - [How long does it take to implement a new CRM?](https://www.g2.com/discussions/sales-7f9b5c30-aa72-47e1-ab29-b622df8ae5e3) - 4 comments, 1 upvote - [View Pipeline CRM pricing details and edition comparison](https://www.g2.com/products/pipeline-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-23+15%3A36%3A07+-0500&secure%5Bsession_id%5D=89f06bf0-6537-4e20-ac17-9e51809dff04&secure%5Btoken%5D=5ff750346f1faf616ac528dd00ed996362bfb9c4288704fab58ec832eef0c160&format=llm_user) ## Pipeline CRM Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) ## Pipeline CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Agentic AI - Google Workspace for Sales** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Pipeline CRM Alternatives - [Nutshell](https://www.g2.com/products/nutshell/reviews) - 4.3/5.0 (1,410 reviews) - [Copper](https://www.g2.com/products/copper/reviews) - 4.5/5.0 (1,124 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,647 reviews)