Pipeline CRM Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Needing a report side that would better hold information Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Less fields, fields that are repetitive Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

The interface could use some updating to be more user friendly. Review collected by and hosted on G2.com.