--- title: Pipeline CRM Reviews meta_title: 'Pipeline CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 953 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: 953 scale: '5' date_modified: '2026-08-09' 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:** 953 ## 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 praise the **ease of use** in Pipeline CRM, making it quick to learn and enhancing productivity. (9 reviews) - Users value the **intuitive interface** of Pipeline CRM, enhancing organization and efficiency with minimal training required. (6 reviews) - Users appreciate the **organized approach** of Pipeline CRM, allowing seamless management and tracking of leads and deals. (6 reviews) - Users appreciate the **user-friendly interface** of Pipeline CRM, making team onboarding and client management quick and efficient. (5 reviews) - Users highlight the **responsive customer support** of Pipeline CRM, appreciating quick assistance for their queries. (5 reviews) - Helpful (5 reviews) - Users appreciate the **organized approach to lead management** in Pipeline CRM, enhancing deal progression and team efficiency. (5 reviews) - Users appreciate the **helpful reporting features** of Pipeline CRM, which facilitate effective tracking of sales progress. (5 reviews) - Simplicity (5 reviews) - Efficiency (4 reviews) **What users dislike:** - Users find the **limited features** of Pipeline CRM hinder deep integrations and automation options, impacting overall effectiveness. (7 reviews) - Users find the **limited customization** options of Pipeline CRM inadequate for complex sales processes, hindering its effectiveness. (6 reviews) - Users face **integration issues** with Pipeline CRM, limiting functionality and causing challenges with third-party app connectivity. (5 reviews) - Users identify **missing features** , particularly in the mobile app and integration capabilities, limiting automation and syncing options. (4 reviews) - Users face **slow performance** with Pipeline CRM, especially during updates and due to limited third-party integrations. (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. Love the follow-up reminders **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2019 **What do you like best about Pipeline CRM?** Pipeline is outstanding for tracking all of your clients. Further, it does a very nice job at keeping track of who you to follow-up with today, this week, as well as your "past dues". I also really like checking the Deals slipping away, as this is a nice way to ensure that I am on-top of all of my key clients. Finally, it is a nice to track the data of our entire company. **What do you dislike about Pipeline CRM?** The phone app is still not good. This has improved over the last 2 years, but it needs improvement. When I am not on my computer, I still do not use the app. I get onto google on my phone and access Pipeline. It would be much more efficient to use the app. **What problems is Pipeline CRM solving and how is that benefiting you?** I have not really seen the benefits of this. ### 2. An excellent platform for growing sales **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** PLD is easy to use, has good reporting and drill down capability, provides a comprehensive view of all your opportunities and integrates well with Outlook for managing contacts, communication and task to do follow up. Also it has a solid mobile app that provides good function when I'm away or travelling and can't get on my laptop. **What do you dislike about Pipeline CRM?** There are not many things in PLD I don't like. I do think they could use some improvements in the ability to merge companies and opportunities, or share contacts across multiple companies. The phone app has some limits in reporting and sorting but that may be more of a user issue. **What problems is Pipeline CRM solving and how is that benefiting you?** Keeping focus on sales opportunities and ensuring effective and responsive follow up. Communicating internally to management the status and business needs to close deals. Forecasting accurate revenue projections for better planning. ### 3. Good value for the money! **Rating:** 3.5/5.0 stars **Reviewed by:** Renee C. | VP Marketing, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Pipeline Deals works very well for our needs. We do not have a very complex system set up and therefore we are able to use Pipeline Deals easily and efficiently. **What do you dislike about Pipeline CRM?** Unfortunately, Pipeline Deals does not integrate easily with MAP and therefore it makes it a bit limiting. **Recommendations to others considering Pipeline CRM:** Be sure to check integration options - as Pipeline Deals does not always work with MAP systems. **What problems is Pipeline CRM solving and how is that benefiting you?** We live in Pipeline Deals - both on the sales and marketing sides. We are all able to see companies, contacts and deals and work together to make sure that none are being neglected or left behind. ### 4. Love the program, hate the app **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** It’s very user friendly when you are using on the computer, and also very customizable for your needs as a company. We had tried other software, but this is by far the best one we have tried. **What do you dislike about Pipeline CRM?** I dislike the phone app. When I put in activities they do not save, and it’s hard to use and confusing. **Recommendations to others considering Pipeline CRM:** Great for use on the computer. Bad for use on the phone with the app. **What problems is Pipeline CRM solving and how is that benefiting you?** It’s so easy to keep track of my phone calls and meetings, and it helps to remind me of what needs to get done and the next steps. ### 5. Modern Shelving goes with Modern Pipeline Deals **Rating:** 5.0/5.0 stars **Reviewed by:** John C. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Our favorite part about PipelineDeals is our ability to exceed our customer expectations. As a small team of designers branding specialist and customer service representatives we need to work as a cohesive group in PipelineDeals is the glue that keeps us together . **What do you dislike about Pipeline CRM?** There are so many features and benefits to PipelineDeals I feel like we are never done implementing improvements in order to grow our business and improve our relationships with our customers. **Recommendations to others considering Pipeline CRM:** Go for it **What problems is Pipeline CRM solving and how is that benefiting you?** So much communication with our customers goes through email and pipeline deals really keeps the flow of Designs and multiple decision makers organized. ### 6. It has helped us organize the sales and operations team. **Rating:** 5.0/5.0 stars **Reviewed by:** Meritxell V. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2019 **What do you like best about Pipeline CRM?** The organization of the tool. It allows different teams within the company to obtain information relevant to the pipeline. It helps us to make decisions. **What do you dislike about Pipeline CRM?** I would like to have mails that can advise me of deals that will expire, so I can make the follow up. **Recommendations to others considering Pipeline CRM:** Next year we will be integrating Pipeline deals to our operations tool, that will help Sales and Customer Care associates to perform their job. **What problems is Pipeline CRM solving and how is that benefiting you?** We use it for the sales associates and Customer Care - that helps us to obtain new clients and grow the current ones. ### 7. Valuable CRM Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Al B. | Ford Accessories integration Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The features of Pipeline deals are easy to use and provide valuable detail to all parties concerned. **What do you dislike about Pipeline CRM?** The people categories are sometimes inadequate. **Recommendations to others considering Pipeline CRM:** Give it a good look to see the many features and benefits. **What problems is Pipeline CRM solving and how is that benefiting you?** The ability to send campaign messages via the email system are extremely beneficial. The detail it offers for future reference is also very valuable. ### 8. Organized customer data base **Rating:** 5.0/5.0 stars **Reviewed by:** JoDee M. | eDiscovery Specialist , Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** How easy it is to navigate and find all my clients and my notes **What do you dislike about Pipeline CRM?** I don't really have anything negative to say about Pipeline. It meets all my needs **What problems is Pipeline CRM solving and how is that benefiting you?** easily accessible from my phone or computer.. especially when I'm in the field and need to access notes or a phone number to get a hold of my clients ### 9. VERY Good! Almost perfect. **Rating:** 4.0/5.0 stars **Reviewed by:** Michael H. | Marketing Coordinador, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I love the interface, the ease of use, the learning curve isn't too hard and it is not difficult to customize. **What do you dislike about Pipeline CRM?** Not really a dislike, I just wish the API connected to more apps. **Recommendations to others considering Pipeline CRM:** Unless you have a very specific knowledge of CRMs and are know exactly what you are look for, I recommend it as a great way for any business to start making and setting business goals and tracking growth. It is one of the most friendly CRMs I have ever used. **What problems is Pipeline CRM solving and how is that benefiting you?** Running a painting business and following up on leads and referrals ### 10. Great resource and tool to have for the company. **Rating:** 4.5/5.0 stars **Reviewed by:** Dani B. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** It helps to keep everything organized and allows us to not lose anything. **What do you dislike about Pipeline CRM?** I wish that it would perform better with other apps such as Zapier. **Recommendations to others considering Pipeline CRM:** Continue working with Zapier and getting better at implementation. **What problems is Pipeline CRM solving and how is that benefiting you?** It has really helped us with keeping track of all the jobs that we've ever done as well and keep everything organized. ### 11. Great for communication and organization **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The ability to keep notes within each customer and being able to tag others fro follow ups, etc. **What do you dislike about Pipeline CRM?** It would be helpful to be able to adjust the home page and customize it more to our needs. We don't necessarily use it for the deals aspect and it would be nice to move that to the bottom. **What problems is Pipeline CRM solving and how is that benefiting you?** We have been able to finally have all our contact information for our customers stored in one location. This has also helped us start to contact those customers and make sure our information is correct. ### 12. Poor Search Functions **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2019 **What do you like best about Pipeline CRM?** PipelineDeals is easy for multiple people to access the same information while being able to customize their dashboard. **What do you dislike about Pipeline CRM?** The search features are a joke, you have to put in the exact titles of things to search and even then - things do not always come up in the search. Searching in the specific sections ( like master deal ID) are also difficult, it only searches for the first word rather than everything with the numbers/words in it. You also have to click on the number that pops up rather than just hitting enter to get it to work. **Recommendations to others considering Pipeline CRM:** Go with Salesforce, or infusionsoft. **What problems is Pipeline CRM solving and how is that benefiting you?** I don't think we have solved a ton of problems, other than letting the entire team from different locations see what sales leads we have. ### 13. Ease of Use **Rating:** 4.0/5.0 stars **Reviewed by:** Darehn E. | Senior Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The dashboard is customizable to capture precisely what you need **What do you dislike about Pipeline CRM?** Report running can be a pain and I find it sometimes timing out **Recommendations to others considering Pipeline CRM:** Do it!! **What problems is Pipeline CRM solving and how is that benefiting you?** We are addressing our number one issue which was the need for a quality CRM that's easy to use and can accomodate the volume of customers we have. ### 14. Easy to use but lacks helpful features **Rating:** 4.0/5.0 stars **Reviewed by:** Kevin B. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The ease of use and that someone of any skill level can use it. **What do you dislike about Pipeline CRM?** Lack of features in starter package. In order to get the really useful features you have to upgrade. **Recommendations to others considering Pipeline CRM:** Allow more outlook integration features with the starter version. **What problems is Pipeline CRM solving and how is that benefiting you?** It is easy to track deals and who is working on them. ### 15. mass emails **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Furniture | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I love being able to send out mass emails to hundreds yet personalize it with their individual names. **What do you dislike about Pipeline CRM?** That I cannot remove a contact name. I also have to click twice to add a pricelevel when adding a vendor contact for an acct. - it takes too much time. **Recommendations to others considering Pipeline CRM:** It is a wonderful way to store info about your accounts and easily send emails through it. Particularly emails to a large group of people but appearing to be an individual personalized letter. **What problems is Pipeline CRM solving and how is that benefiting you?** getting info out quickly to my customers . ### 16. Love the reports **Rating:** 2.5/5.0 stars **Reviewed by:** Kellie L. | Associate Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I love the fact that I can create reports to view our top seller, our losses and more! **What do you dislike about Pipeline CRM?** I really can't think of anything right at the moment... **What problems is Pipeline CRM solving and how is that benefiting you?** We have the ability to keep our project managers and estimators separated, wins, losses, easier reporting... many bonuses than our former system of excel! ### 17. WOnderful First Time Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Josh I. | Business Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2019 **What do you like best about Pipeline CRM?** Online chat for questions really helps me when I'm not too sure what to do or i forgot how to do a certain task. I think everybody should really use this. I love Pipeline deals. I love getting messages asking me if i need help and getting tips for the usage . **What do you dislike about Pipeline CRM?** nothing,. I think everybody should really use this. I love Pipeline deals. Pipeline deals has every aspect of the sales process literally at your fingertips. **What problems is Pipeline CRM solving and how is that benefiting you?** keeping track of my leads and sale process ### 18. Pipeline Deals Review **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2019 **What do you like best about Pipeline CRM?** The product is fairly easy to learn to use and works for most of our needs. I like that you can create filters to see different things. **What do you dislike about Pipeline CRM?** There are several things that are quirky about Pipeline deals. The navigation and layout are not very intuitive and could be much better. I think there are definite things that can be improved. **Recommendations to others considering Pipeline CRM:** Check out as many products as you can. Personally I feel like this time of a program should be able to communicate within itself much better that Pipeline Deals does. There should not be as many quirks and buggy things that there are. **What problems is Pipeline CRM solving and how is that benefiting you?** I have not solved any issues with this product. The filters are the best benefits and CSV files. ### 19. Review of Pipeline Deals **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I'm fairly new to the Medicare and Benefits World of Insurance and I have found that Pipeline Deals has a creative and forced method of helping me become organized and provides a structured way for me to build my book of business. I'm still learning all of the features however I trust that I will be able to utilize all of its benefits soon. I'm a visual learner so it will take some time. **What do you dislike about Pipeline CRM?** At times it can be overwhelming to find information that I need right away. I wish there were more search options to find specific information. **Recommendations to others considering Pipeline CRM:** It is very thorough **What problems is Pipeline CRM solving and how is that benefiting you?** I need structure and this system provides it. I'm sure that I am not utilizing all of the features but I'm learning. ### 20. Helpful in cases **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Pipeline deals have great CRM for managing relationships, especially over time. The strengths are many, especially when working with teams across multiple offices - for staying up to date and in the loop all the time. **What do you dislike about Pipeline CRM?** The navigation is simple and feels a little lacking. I would enjoy the ability to program reminders to follow on leads, as I've seen with other CRMs. **Recommendations to others considering Pipeline CRM:** Have a big team. **What problems is Pipeline CRM solving and how is that benefiting you?** We're able to stay on the same page as the rest of our team and avoids mixups on delayed communication. ### 21. Pipeline Life Saver **Rating:** 5.0/5.0 stars **Reviewed by:** Corrine B. | Business Development Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** My favorite aspect of Pipeline is the ability to keep up-to-date records of actions taken with our accounts **What do you dislike about Pipeline CRM?** It would be nice if there were better automations - we often call accounts and immediately leave a note and set a new task, but there is no way to make that an automation for us at this time. **Recommendations to others considering Pipeline CRM:** Definitely take a look at Pipeline before considering other programs. After having used Salesforce in the past, the integrations and abilities are just as great, if not better, and the assistance offered is much faster and more personable. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline really does help us streamline sales. With people in different parts of the US on our team, this allows everyone to be up to date and on the same page at all times with our accounts. ### 22. Nice when it works **Rating:** 2.0/5.0 stars **Reviewed by:** Steven D. | VP of MIS, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2019 **What do you like best about Pipeline CRM?** The screen layout is basic and clean. It is easy for my sales people to find the contacts and deals. **What do you dislike about Pipeline CRM?** Disconnects frequently and does not synchronize with outlook all the time. Of 4 sales accounts 1 has not worked properly for a year. **Recommendations to others considering Pipeline CRM:** Test heavenly first. The outlook integration is very flaky **What problems is Pipeline CRM solving and how is that benefiting you?** The system solves the problem of the owner being able to know from a single glance how much revenue is expected. It would be better if the information included all the sales peoples deals. ### 23. Best CRM I Have Used In My Career **Rating:** 4.5/5.0 stars **Reviewed by:** John D. | Northeast Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The ease of use and ability to customize my prospects and deals exactly how I like them **What do you dislike about Pipeline CRM?** App could use some work. Needs to be more comprehensive and allow me to do what I do on the website versio **What problems is Pipeline CRM solving and how is that benefiting you?** Deal management and reporting my pipeline to management ### 24. New to the CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Steve C. | National Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The ability to make different pipeline lists easily and quickly **What do you dislike about Pipeline CRM?** That it is not linked to our TMS, Mercury Gate **Recommendations to others considering Pipeline CRM:** Highly recommended! Very easy user interface. Ability to create different reports is top-notch **What problems is Pipeline CRM solving and how is that benefiting you?** Easier to manage leads. I am able to contact more prospects throughout the day ### 25. Very easy to use. Would be lost without it! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Publishing | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2019 **What do you like best about Pipeline CRM?** This CRM is excellent for forecasting sales in my territory. It is able to track every step of the sale from first contact through closing. Gives projections and a clear picture at any point of where my book of business is sitting. **What do you dislike about Pipeline CRM?** There are few things I dislike about the CRM. One thing I would like to see is a cleaner mobile version where you can easily navigate deals on the go. All around though, this CRM is great. **Recommendations to others considering Pipeline CRM:** This is great if you want a CRM that will forecast and is easy to use. **What problems is Pipeline CRM solving and how is that benefiting you?** Prior to using Pipeline it was difficult to track the status of a particular deal. Pipeline Deals has made it very easy to forecast my numbers. ### 26. PipelineDeals | A better and more useful alternative to Salesforce **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** PipelineDeals is simple and easy to use. It basically takes little explanation. We use it as a much better contact management system. I like the app version and use it constantly. **What do you dislike about Pipeline CRM?** PipelineDeals works well for me on the computer but I think the app version could use a bit more work. We don't use it to its fullest capabilities, but it works for our business. We are a small organization so it works well for us. **Recommendations to others considering Pipeline CRM:** Just do it. Its worth. it. **What problems is Pipeline CRM solving and how is that benefiting you?** PipelineDeals solves the problem of keeping client and contact information up to date. We basically moved beyond clunky excel spreadsheets. I think its great because the whole team contributes and we are able to quickly find what we need. ### 27. Good for some, but not all **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Sporting Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I appreciate the centralized record-keeping ability the team has when configured appropriately. **What do you dislike about Pipeline CRM?** Sometimes, PLD feels almost too modular. It can take a fair bit of time to set it up to work effectively. **Recommendations to others considering Pipeline CRM:** Know what you expect from it and work with PLD to ensure that your needs will be met. **What problems is Pipeline CRM solving and how is that benefiting you?** Our team doesn't track sales pipelines/funnels in PLD, so we mostly use it as a communication record that is accessible from everywhere. The latest version of the app is pretty good, too. ### 28. Pipeline has been an easy-to-use tool to keep our team aligned on customer data **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I like the activity feed and being able to track all my customer interactions in one place and keep my manager in the loop easily. **What do you dislike about Pipeline CRM?** I haven't found anything that I dislike about Pipeline deals. There are some fields and features that I don't use and would like to remove them, but I'm sure that's possible -just haven't tried. **What problems is Pipeline CRM solving and how is that benefiting you?** We are able to consolidate all our customer data into one platform, instead of going back and forth between different files and databases. ### 29. Extremely user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie Bumgardner O. | Director of Global Accounts, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Pipeline Deals is an incredible organizational tool. It is extremely user friendly, and very straightforward. **What do you dislike about Pipeline CRM?** The downside would be the reports. Those can be confusing. **What problems is Pipeline CRM solving and how is that benefiting you?** I am able to keep track of all business, as well as tasks. Extremely useful tool. ### 30. Great Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan D. | Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** It is very easy to create custom views of data **What do you dislike about Pipeline CRM?** Wish there was a greater degree of connectivity from various pages of the site **Recommendations to others considering Pipeline CRM:** Evaluate if you really need a more complex tool. **What problems is Pipeline CRM solving and how is that benefiting you?** We are maintaining a large database of information ### 31. Awesome tool - we use it daily! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** We love Pipeline deals. It is easy to use, fast, and the customer service is great (you actually get a real person on the phone to help you). The mobile app is also great and super easy to use. Best of all, its very affordable. **What do you dislike about Pipeline CRM?** None. I can't think of a single change I would make to the interface. We get everything we need. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline deals has helped us streamline our process of tracking, approving, and submitting deals. ### 32. Energy Consultant **Rating:** 5.0/5.0 stars **Reviewed by:** Brett K. | Energy Auditor, Renewables & Environment, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I enjoy the fact that through pipeline I can access all of my deals and easily track the status. It is a simple way to update progress and I love that I can leave comments about my deals and others on my team can access them. **What do you dislike about Pipeline CRM?** I wish that I could add notes from the deals tab without opening the deal in its own window. **What problems is Pipeline CRM solving and how is that benefiting you?** I can see my quarterly goals and keep track of my progress. ### 33. Easy to Navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Mitchell A. P. | Sales Engineer, Mechanical or Industrial Engineering, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** It kinda works like excel. If you have a handle on excel, PLD is pretty easy to get to know. **What do you dislike about Pipeline CRM?** I like it a lot. I don't think I have enough experience with a CRM to know what to dislike about it to be honest. I'm happy with it. I had some issues connecting my Outlook. That was really annoying. **Recommendations to others considering Pipeline CRM:** Do it **What problems is Pipeline CRM solving and how is that benefiting you?** This helps me keep track of all deals and keeps me from missing important things. ### 34. It was good **Rating:** 3.0/5.0 stars **Reviewed by:** Betty F. | Onboarding Specialist , Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Easy to navigate, easy to learn, has a bunch of good features **What do you dislike about Pipeline CRM?** So easy to get duplicate accounts, should be locked down a bit more. **What problems is Pipeline CRM solving and how is that benefiting you?** It is a good system, just maybe needs some fine tuning on detecting duplicates. ### 35. One of the better crm tracking systems I’ve used **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Easy. I love the new map tracking for locating close by addresses. it has literally saved me a couple of hours in planning each week. **What do you dislike about Pipeline CRM?** Phone layout. I find it is too different to the laptop so when I use it, I slow down significantly **Recommendations to others considering Pipeline CRM:** Try it. It is easy to use, doesn’t double up work and provides great results. It is always improving too! **What problems is Pipeline CRM solving and how is that benefiting you?** As above. Mapping. Also used to track all members KPI’s weekly. ### 36. Customer Support and Operations Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Debbie M. | Head of HR, E-Learning, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2016 **What do you like best about Pipeline CRM?** This CRM is possible the easiest tool we have every used, there is access anytime. The business development team have taken this onboard and are using daily to interact with customers and monitor the progress of their potential deals. The morning coffee reports are great as they provide a snapshot of the previous days activities on the CRM, helps me to monitor how well the team are doing against target. **What do you dislike about Pipeline CRM?** We really wanted to intergrate with our existing zendesk, however that has not been as easy as we had hoped, the API did not intergrate that easily, so we decided against paying the additional amount of money to do this. Not pipeline deals fault Zapier the issue was with. However we can currently cope with using the 2 products separately at this point in time, in the future we will need to try integration again.. **Recommendations to others considering Pipeline CRM:** Would definitely recommend this CRM, easy to use, roles can be set up to maintain the site with the team. **What problems is Pipeline CRM solving and how is that benefiting you?** Gives us a better understanding of our prospects and gives a full funnel of possible leads in the future, we are now able to accurately forecast your what is expected in for the next quarter or annum. I can also check to see who is actively updating there deals on the site, great overview for me as the administrator of this, I can report back to the business owners. ### 37. Sales Pipelines with Pipeline Deals **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Media Production | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The ability to edit companies, deals and values from so many places in PLD is a huge help! I don't have to navigate endlessly to update one number or address. Very easy to use **What do you dislike about Pipeline CRM?** Search is challenging to use. So often, I have to exit and re-enter the field to get a search done. **Recommendations to others considering Pipeline CRM:** Keep up with it **What problems is Pipeline CRM solving and how is that benefiting you?** Being to quickly and efficiently see my deals, companies, contacts and to feed info to the organixzation. ### 38. Pipeline Deals in Security Sales **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Public Safety | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** It is very easy to use and user friendly. It can link to your email so there is less data entry required for communication tracking. **What do you dislike about Pipeline CRM?** I find that some of the fields are a bit repetitive and would like them to auto fill **What problems is Pipeline CRM solving and how is that benefiting you?** It allows us to maintain tracking of potential customers and identify who is working the quote for them as well as keeping track of which quotes we need to follow up on. ### 39. More than I need **Rating:** 2.5/5.0 stars **Reviewed by:** Nevil P. | MR, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Easy to find my contacts and pull up relevant data **What do you dislike about Pipeline CRM?** More features in there than I am using and feel I am paying for things I don't use. **What problems is Pipeline CRM solving and how is that benefiting you?** Keeping track of my existing client base...easy to edit ### 40. Dashboard for all **Rating:** 5.0/5.0 stars **Reviewed by:** Monica L. | Logistic Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2019 **What do you like best about Pipeline CRM?** Friendly end user application that provides all in once information about prospects and clients. It Will be modified and the reports easily to download. Reports can feed other method of communications to provide KPIs inclusive make decisions upon the data. **What do you dislike about Pipeline CRM?** Sometimes everybody can change some information important for the others. Delimited functions could help in the future. **Recommendations to others considering Pipeline CRM:** Authorizations **What problems is Pipeline CRM solving and how is that benefiting you?** Dashboard, control stages of implementation, feed other tools, KPIs, eliminate paper work. ### 41. Project Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Robert R. | Senior Implementation Consultant/Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Pipeline makes it easy to see active sales and stay updated with status of each ongoing deal **What do you dislike about Pipeline CRM?** So far I have yet to have any complaints using this application. **Recommendations to others considering Pipeline CRM:** If you are looking at a way to overview all of your upcoming deals, pipelinedeals is the app for you. **What problems is Pipeline CRM solving and how is that benefiting you?** We are able to stay more organized by using PipelineDeals and we are able to maintain better control of the ongoing deals that we have. ### 42. Pipeline is a critical part of my ongoing project planning and scheduling multiple activities **Rating:** 5.0/5.0 stars **Reviewed by:** Owen C. | Operation Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** That I can share progress, assign tasks to multiple users in my organization and stay ahead of the game on larger projects. **What do you dislike about Pipeline CRM?** The Deals slipping away area is something I do not need to see on my home page **Recommendations to others considering Pipeline CRM:** Critical part of being successful, staying within budget and planning and executing design and build for landscapers **What problems is Pipeline CRM solving and how is that benefiting you?** Scheduling of numerous sub contractors and timing their involvement at the right time on larger projects is essential. ### 43. Excellent Customer Service! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I have had a few issues with setting up my new account. Every time that I have contacted customer service, everyone has gone above and beyond what I have experience in the past with other CRM's. **What do you dislike about Pipeline CRM?** As of know, I haven't found anything I dislike. Maybe later down the road, but not yet. **What problems is Pipeline CRM solving and how is that benefiting you?** I am setting up my new account, and so far I have found it fairly easy, time consuming, but easy. ### 44. Frank Healey Sales Managere **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** It was here when I got here, I am not impressed. **What do you dislike about Pipeline CRM?** It doesn't track our phone calls to the Customer so that it automatically tracks phone calls and we can track them that way. I am not sure if it can do this, it probably does. There is too much extra work involved as well. The way we are using it it isn't a very good CRM at all. **Recommendations to others considering Pipeline CRM:** There is to much switching and confusions between people and deals, no phone logging or call tracking to customers. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline is a problem for us, that is my opinion, I do not represent the opinions of my Company, although I might. ### 45. Great for Tracking Sales and activity **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2018 **What do you like best about Pipeline CRM?** That i can create reports based on lost sales or missed opportunities. I can track my sales for the year and I can see what i have done weekly. I also like the app that i can use on my iPhone to tag customers and activities as I am on the go. Being in sales i am constantly on the go the app makes my life easier. I don't have to wait to get back to my computer to enter my days details. I can even create new companies and add people to that company. We have been able to customize the fields for our industry and that work best for my company. **What do you dislike about Pipeline CRM?** I don't have anything negative to say except that sometimes they are down and it takes a while to get back up and running. **Recommendations to others considering Pipeline CRM:** Easy to use and easy to analyze the sales pipeline throughout its many stages. **What problems is Pipeline CRM solving and how is that benefiting you?** We can track annual sales, track lost deals, closed deals, visits and quote activity. We can track customer details and see the last contact we have had with them. we can create events or to do lists for the week or further out so that we can sell better. We can analyze the sales pipeline throughout its many stages and progress of the sale. ### 46. Lighter version of Salesforce **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** User interface is easy to navigate - I'm able to create my own dashboard which is beneficial to my role. **What do you dislike about Pipeline CRM?** UX could be improved - maybe better design/layout and color scheme - it would be nice to see more analytics and more functional reporting. **Recommendations to others considering Pipeline CRM:** If you are looking for a lite version of Salesforce for your company - this is great. **What problems is Pipeline CRM solving and how is that benefiting you?** We use PipelineDeals to track our contacts and our sales/forecasting. ### 47. User friendly and easy to manage. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I love the drag and drop design. It's so easy to move elements around and it doesn't require any coding or in depth product knowledge. **What do you dislike about Pipeline CRM?** There are features that I'd like to use that are available but require a more expensive subscription than the base one that we have. **What problems is Pipeline CRM solving and how is that benefiting you?** It's a quick and easy way to keep track of any ongoing prospects and manage our current clients at the same time. ### 48. Pipeline deals reviewed **Rating:** 2.5/5.0 stars **Reviewed by:** Michael C. | Benefits Consultant , Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2019 **What do you like best about Pipeline CRM?** It has a broad range of data collection points **What do you dislike about Pipeline CRM?** Data entry is cumbersome and slow. I would like to see a customizable data entry screen to begin the entering the basics for a new client. **Recommendations to others considering Pipeline CRM:** DATA ENTRY NEEDS TO BE IMPROVED! (Quicken like) **What problems is Pipeline CRM solving and how is that benefiting you?** It allows everyone on my team to see what business history has developed with each client. Sorting and mailing list builds are easy. ### 49. Good functional CRM software **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Wholesale | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The ability to assign tasks to others, and include co workers in projects **What do you dislike about Pipeline CRM?** It is very useful, the downside is the same for every CRM. Just the time it takes to enter every detail. This is not a Pipeline issue **What problems is Pipeline CRM solving and how is that benefiting you?** We are able to gain visibility to current opportunities, and with the share feature we can make sure that our leads are handled quickly, and by the right individual ### 50. Simple and effective **Rating:** 5.0/5.0 stars **Reviewed by:** Josy C. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2018 **What do you like best about Pipeline CRM?** I am the boss of a small computer company. We have 900 customers with computer parks ranging from 5 to 60 machines. In the past, I have often not remembered a customer to whom I had sent an offer. Sometimes I forgot to send an invoice. And for good reason, with an average of 5 offers per day and with maintenance contracts and other subscriptions more than 500 monthly bills. The worst were the annual subscriptions that we had to remember to charge. I have been using Pipelinedeals for over three years and since then I have never forgotten to call back a customer to find out where I was with the offer I sent. It even allowed me to close sales or adapt my offer according to specific needs. In addition, I never forgot to send my bill. What is interesting is the customization of Pipelinedeals. Of course, you have to spend some time to know how to do everything, but it's very intuitive. **What do you dislike about Pipeline CRM?** Design. I would prefer the new dark mode ... I would also like to customize the design according to my tastes. **Recommendations to others considering Pipeline CRM:** You cannot loose anything while you take a try. **What problems is Pipeline CRM solving and how is that benefiting you?** The profit is calculated very quickly. More sales done and more forgotten bill. What's also important is that I see exactly what sales people do. Big brother is wathing you. ## 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?page=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+04%3A54%3A48+-0500&secure%5Bsession_id%5D=610d7d32-6fc4-4f47-829f-209fe621125c&secure%5Btoken%5D=b9a4e37209e85ee163af45d27419751f9b25ffb474cc5953e9e0b79fb86b3456&format=llm_user) ## Pipeline CRM Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **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 - Third-Party Integrations - CRM Integration **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **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 - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting/Tracking - Sales Reports - Incentive Management **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Administrative** - Third-Party Integrations - Employee Structure - Behavior Monitoring **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging - Workflow Automation **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Pipeline CRM Alternatives - [Nutshell](https://www.g2.com/products/nutshell/reviews) - 4.3/5.0 (1,420 reviews) - [Copper](https://www.g2.com/products/copper/reviews) - 4.5/5.0 (1,126 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,686 reviews)