--- 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. Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Organization, effectiveness, Easy to Set Up, Easy to Learn & Easy to Use **What do you dislike about Pipeline CRM?** There is nothing that I currently dislike about the product. **What problems is Pipeline CRM solving and how is that benefiting you?** not having any problems ### 2. Pipeline is very easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Mark C. | Commercial/Industrial Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** the ease and follow up of my quotes. Keeping track of my sales. **What do you dislike about Pipeline CRM?** having to put in the same info after the first screen **What problems is Pipeline CRM solving and how is that benefiting you?** selling more jobs ### 3. Accountant/Financial Advisor **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2019 **What do you like best about Pipeline CRM?** The ability to search companies with ease and make comments on each client **What do you dislike about Pipeline CRM?** Your website at times take a while to load and it can be slow **Recommendations to others considering Pipeline CRM:** Pipeline is a real great tool to use and keeps all your clients information together **What problems is Pipeline CRM solving and how is that benefiting you?** We are able to keep our clients in order and all of my team is able to access it ### 4. Fairly Sturdy, Well Priced Platform **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** PipelineDeals is a reasonably priced, fairly sturdy CRM platform. **What do you dislike about Pipeline CRM?** PipelineDeals does not handle duplicate record searches at all well. It is incredibly tedious to try to weed them out and there is no automated process in place to assist. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline allows my team members to keep track of client activities so anyone can step in and see what has occurred at any given time. ### 5. This is a comprehensive customer management program **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Machinery | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Ease of contact entry and prospect update **What do you dislike about Pipeline CRM?** Any difficulties I had with contact updates have been eliminated **What problems is Pipeline CRM solving and how is that benefiting you?** PipelineDeals keeps me on track for follow up calls ### 6. Game-Changing Technology, putting better than SalesForce CRM functionality in line with our budget **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Pipeline CRM?** Simple to use--truly intuitive easy to lean. Powerful technology that keeps building in features that help our business perform with a level of profitability with better internal communication and better communication with our customers. **What do you dislike about Pipeline CRM?** I used to dislike the mobile app's functionality, but even that'e been improved to work great. **Recommendations to others considering Pipeline CRM:** This is WAY more than a sales CRM--it's literally been our mini-ERP with the exception of inventory tracking and accounting. **What problems is Pipeline CRM solving and how is that benefiting you?** Improving milestone process step fluidity and communications among our entire organization, both with internal and external customers. Higher conversion rates, less missed communications, better connectivity and increased revenue resulting from customer accolades, reviews and referrals. ### 7. Very User Friendly **Rating:** 5.0/5.0 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?** Great customer service - easy to use. Great tool for managing sales process and revenue prediction **What do you dislike about Pipeline CRM?** Maybe too simplistic with some features but all and all outstanding tool. Would like more ERP Interface options **What problems is Pipeline CRM solving and how is that benefiting you?** Managing the sales process and revenue prediction are two key benefits of Pipeline Deals. Very efficient tool to provide very accurate revenue data for revenue projections and capacity planning ### 8. Above average, but lacking functionality **Rating:** 3.5/5.0 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?** The user interface is rather simple and customizable. **What do you dislike about Pipeline CRM?** The functionality around reporting, custom reporting, and data exporting is substandard for the industry. **What problems is Pipeline CRM solving and how is that benefiting you?** We are tracking multiple real estate deals across a number of states, and have recently started using a second pipeline for other business functions. Having everyone able to work together without stepping on toes is the primary benefit to any CRM. ### 9. had a great experience. **Rating:** 5.0/5.0 stars **Reviewed by:** Carla S. | Director membership, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** the ease of running reports. got used to doing them. **What do you dislike about Pipeline CRM?** just maybe the scrolling but that is because we added lots of fields. **What problems is Pipeline CRM solving and how is that benefiting you?** the reports ### 10. Skeptical at first; convinced user now. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** PipelineDeals has been easy to learn, easy to use and easy to implement. The Customer Support Team has been outstanding and responsive to all of our questions and needs. **What do you dislike about Pipeline CRM?** I would like to see more flexibility in the reporting. **Recommendations to others considering Pipeline CRM:** Easy to implement and use. **What problems is Pipeline CRM solving and how is that benefiting you?** We are using it to track Customers, Contacts and Deals. It has been helpful with Forecasting for Production. ### 11. SIMPLE BUT PERFECT **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I love that it is so user friendly. We are able to track sales/leads from start to finish **What do you dislike about Pipeline CRM?** the app! it's not user friendly at all! I wish it was a lot more similar to the desktop version. **Recommendations to others considering Pipeline CRM:** perfect for the price! **What problems is Pipeline CRM solving and how is that benefiting you?** It has made our company so much more cohesive. We are able to communicate about specific customers seamlessly throughout departments ### 12. Love this CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2019 **What do you like best about Pipeline CRM?** Very easy to track our deals and prospects. **What do you dislike about Pipeline CRM?** It is a little difficult to learn, but the customer service chat is always helpful. **What problems is Pipeline CRM solving and how is that benefiting you?** We are tracking our deals which prevents potential clients from falling through the cracks. ### 13. Bruce’s Review **Rating:** 4.0/5.0 stars **Reviewed by:** Bruce M. | Acct Mngr, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Use it correctly and you won’t forget anything! **What do you dislike about Pipeline CRM?** Locks up occasionally. Sometimes have to restart. **Recommendations to others considering Pipeline CRM:** Got to use it consistently **What problems is Pipeline CRM solving and how is that benefiting you?** Staying focused on task. ### 14. Good starter CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Very simple to use and set up. Custom fields are good. Good visibility to different pipelines. **What do you dislike about Pipeline CRM?** When moving to a larger database, the service could be better in terms of setting up custom fields and understanding how contacts are related to different people and companies. **What problems is Pipeline CRM solving and how is that benefiting you?** Keeping our CRM off of spreadsheets, tracking sales and sales people activity. How to upsell products ### 15. Pipeline Deals is a great asset **Rating:** 5.0/5.0 stars **Reviewed by:** Brice L. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Easy, quick, efficient, customize-able. User friendly **What do you dislike about Pipeline CRM?** The Tabs, companies, deals, people, agenda, calendar, kinda confusing to ingrate them all together. **Recommendations to others considering Pipeline CRM:** MUST GET **What problems is Pipeline CRM solving and how is that benefiting you?** Efficiency ### 16. Effective Simple CRM **Rating:** 5.0/5.0 stars **Reviewed by:** David T. | CTO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** The system is intuitive with the needed basic features. Easy to get started and understand. We have all our customer interaction on Pipeline Deals **What do you dislike about Pipeline CRM?** There is not a good search through history comments. For example, if I put the word "Bulgaria" in a comment but forgot who I did this for, I cannot easily search for "Bulgaria" in unstructured text. **Recommendations to others considering Pipeline CRM:** This is a good basic system that satisfies most requirements **What problems is Pipeline CRM solving and how is that benefiting you?** We keep a list of people who are using a software product for which we have extensions. We then send out notes to everyone when we have a new extension, and they can use it. ### 17. Early adopter **Rating:** 5.0/5.0 stars **Reviewed by:** David O. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Pipeline CRM?** Early adopter of pipelinedeals I have enjoyed watching the company respond to be organic wishes of its users to build a world-class product. By starting out from it's initial framework and extending the platform to meet the needs of its customers pipelinedeals is a great example of continuous Improvement. I highly recommend this product for anyone in sales who would like to better understand their markets and their customers. **What do you dislike about Pipeline CRM?** Like any CRM pipelinedeals requires continuous maintenance. This is a discipline that I am still learning. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipelinedeals has helped me to understand business that I'm actually in. By providing a way for me to review sales trends and markets I've been better able to Target opportunities and be successful. ### 18. Great for CRM and linking emails. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The ability for a team of people to manage relationships. **What do you dislike about Pipeline CRM?** Unable to integrate with accounting software. **What problems is Pipeline CRM solving and how is that benefiting you?** Managing relationships and follow-ups for escalations. ### 19. Still learning **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I can have an app on my phone to access PipelineDeals. I also like the Agenda to see quickly track what I need to follow up on for the day. **What do you dislike about Pipeline CRM?** Not sure yet, still learning. Looks a little cluttered on the desktop version but hopefully I’ll get used to it. **What problems is Pipeline CRM solving and how is that benefiting you?** I don’t have to carry around paper leads anymore. ### 20. great information kept in one sheet **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2019 **What do you like best about Pipeline CRM?** Can dig out the details of any specific customer easily. **What do you dislike about Pipeline CRM?** Nothing OR to put so many information ;) **Recommendations to others considering Pipeline CRM:** i may recommend this to my previous companies. i never used such a amazing experience with any company. **What problems is Pipeline CRM solving and how is that benefiting you?** i can check the status everytime. i can update the status and may get all the information as and when required. ### 21. Small Business Pipleine **Rating:** 4.0/5.0 stars **Reviewed by:** Kyle C. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Ease of detail entry. Building out customers **What do you dislike about Pipeline CRM?** integration with outlook. Outlook may be the limiter on our side **What problems is Pipeline CRM solving and how is that benefiting you?** Scoping the deals ### 22. Pipeline **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** It is very easy to find and enter information. Reporting is great. **What do you dislike about Pipeline CRM?** The system is slow to add people. The search function also starts too broad but has gotten better as I have saved my own vies. **Recommendations to others considering Pipeline CRM:** Easy to use tool with helpful team to customize to your needs **What problems is Pipeline CRM solving and how is that benefiting you?** I like tracking email campaigns and saving email templates ### 23. Excellent **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2019 **What do you like best about Pipeline CRM?** Being able to track my accounts and monthly calls. **What do you dislike about Pipeline CRM?** Nothing as yet as I haven’t been using it for to long although not being able to view reports on mobile is not ideal. **Recommendations to others considering Pipeline CRM:** Give it a go. **What problems is Pipeline CRM solving and how is that benefiting you?** This is the first crm I have used so I’m learning every day. Keeping track of everything is awesome ### 24. Best CRM out there **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The simplicity of using Pipelinedeals is instrumental in saving time, database organization, and staying up to date with all of my clients. **What do you dislike about Pipeline CRM?** I don’t have a dislike of Pipelinedeals. **What problems is Pipeline CRM solving and how is that benefiting you?** Some CRMs are so overwhelming in organization, not Pipelinedeals. It’s easy to use and maneuver through the database of clients I have hence saving me lots of time. ### 25. Why I like Pipeline Deals **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** It’s just a really easy to use software that paints a very clear picture about my client and prospect base. **What do you dislike about Pipeline CRM?** I really like the intuitiveness of the software. It’s very easy to navigate. **What problems is Pipeline CRM solving and how is that benefiting you?** I’m maintaining client files and communication. It helps keep things organized and allows me to reach my client base in an efficient manner. ### 26. Solid CRM with great customizable features and room to scale. **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?** PipelineDeals is an excellent CRM with the pricing and scalability that perfectly fits my organization. PipelineDeals' strongest feature is the ability to quickly improve and iterate upon the platform, with regular functionality added that expands the tool's ability to serve a variety of needs. **What do you dislike about Pipeline CRM?** The search function on PipelineDeals is not ideal, often requiring exact matches to yield true results. Sometimes results in duplicate contacts/deals. While this is not a dire issue, it is something that could be improved. Otherwise, I have no additional complaints. **Recommendations to others considering Pipeline CRM:** PipelineDeals is a great tool that is constantly being improved. The support team is always reachable, and any issues we've had have been resolved very quickly. For the price and flexibility, PipelineDeals is well worth it as a CRM tool. **What problems is Pipeline CRM solving and how is that benefiting you?** We use PipelineDeals for both pipeline management and as a customer information center. PipelineDeals is optimal for tracking customers while also keeping track of individual and team-based tasks. ### 27. Great for keeping track **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I don't miss opportunities to get back in touch with clients that may have slipped through the cracks otherwise **What do you dislike about Pipeline CRM?** It'd be nice to be able to be able to email directly from PD **Recommendations to others considering Pipeline CRM:** Try it out, **What problems is Pipeline CRM solving and how is that benefiting you?** It has generated revenue y keeping track of clients that may have churned ### 28. Easy and flexible **Rating:** 5.0/5.0 stars **Reviewed by:** J.S. C. | VP, Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** As a manufacturer, we use Pipelindeals not only to manage customers relationship but also all the development process inside our company. For a customer request, to design, estimation and approval, everything is managed through Pipelinedeals. It's easy to configure and use. **What do you dislike about Pipeline CRM?** I wish it would be easier to manage documents attached to deals. **What problems is Pipeline CRM solving and how is that benefiting you?** Deals follow up and inside managemet of rojects ### 29. Customization makes for great usability. **Rating:** 4.0/5.0 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?** The most helpful thing about PipelineDeals is the fact that you can customize it however you want which makes for a very efficient experience. **What do you dislike about Pipeline CRM?** One downside is the calendar not having features to differentiate between different users' schedules. **What problems is Pipeline CRM solving and how is that benefiting you?** We have solved the problem of tracking the progress of our clients within our process. ### 30. Amazing Platform focused on Simplicity! **Rating:** 5.0/5.0 stars **Reviewed by:** Clark H. | Physiotherapist/Injury Prevention, Management and Health Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** It is easyu to navigate and provides a clear understanding of an individuals or teams Pipeline at a glance. **What do you dislike about Pipeline CRM?** My only dislike is having to add the name of the individual again when entering teh deal - thinking this should become autopopulated. **Recommendations to others considering Pipeline CRM:** Make the switch - the others simply dont compare **What problems is Pipeline CRM solving and how is that benefiting you?** Accountability - both for an indvidual user and teams ### 31. Good CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2019 **What do you like best about Pipeline CRM?** This crm is unique and best for the companies who are starting their business. I would recommend to have sip capabilities to log the calls also **What do you dislike about Pipeline CRM?** andriod app is not much intuitive. it should be user friendly . moreover, the web interface is also very old styled. **What problems is Pipeline CRM solving and how is that benefiting you?** our daily chores of sales ### 32. Email linking is awesome! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Architecture & Planning | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Email linking is a great feature. Keeps all email conversation about a deal or contact right at your fingertips! **What do you dislike about Pipeline CRM?** Time consuming to enter contacts. Wish it linked with Cardcam app **What problems is Pipeline CRM solving and how is that benefiting you?** Definitely keeps my contacts organized. The app is great to use prior to a meeting to go through previous conversations of deals. ### 33. Excellent product and customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2019 **What do you like best about Pipeline CRM?** Good product, great customer support, good value for the price **What do you dislike about Pipeline CRM?** Don't benefit from the email every single day. Every now and then is fine, but daily, I don't use. **Recommendations to others considering Pipeline CRM:** Good value, excellent customer support! **What problems is Pipeline CRM solving and how is that benefiting you?** Customer data all in one place to keep up with and integrate with MailChimp for email blast ### 34. Great resource for companies **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Pipeline has been super helpful in documenting all of the ins and outs for the dog training business I work for. **What do you dislike about Pipeline CRM?** App isn’t super easy to navigate and could be more intuitive **What problems is Pipeline CRM solving and how is that benefiting you?** Great place to keep notes everyone can access. Ability to tag colleagues in notes is great way to communicate. ### 35. Highly customizable, takes some time to understand **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** This is a gream solution for tailoring the a CRM to your specific business needs and goals. **What do you dislike about Pipeline CRM?** lack of integrations compared to some more well known CRMs **Recommendations to others considering Pipeline CRM:** Solid solution if you want to tailor a CRM to your business. **What problems is Pipeline CRM solving and how is that benefiting you?** we have a fairly large database that's well organized because of PLD ### 36. Phone Sales User **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Machinery | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Organization - Ease of Use - Mobil App - I'm able to get things done in office and out of office with ease and stay connected to my customers. **What do you dislike about Pipeline CRM?** Would like individual highlighting options **Recommendations to others considering Pipeline CRM:** Great tool to stay organized **What problems is Pipeline CRM solving and how is that benefiting you?** No problems - keeps me on schedule and can coordinate leads well ### 37. Place to track every daily activity, note, and meeting. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2019 **What do you like best about Pipeline CRM?** It keeps records well, and keeps deals fresh so nothing falls through the cracks. **What do you dislike about Pipeline CRM?** Sometimes it's tough to sift through older notes, as they fall way down the funnel. Search by date might be nice. **What problems is Pipeline CRM solving and how is that benefiting you?** Less falls through the cracks by tracking deals, and closing those deals once they're won. ### 38. Excellent responsiveness to feedback **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Music | Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2016 **What do you like best about Pipeline CRM?** We all enjoy the fact that Pipeline Deals is very responsive to our feedback. **What do you dislike about Pipeline CRM?** It's not perfect for our industry, but we are quite niche, so it's understandable. It can be difficult at times, with the way we use it, to get a global view of your accounts, but again... that's pretty relevant to our industry specifically and there are enough tools that are close to make it work just fine. I think the most frustrating thing is the calendar view. I'd like to be able to highlight a batch of calendar events on one day to more easily move them around... instead of dragging and dropping events one by one. **Recommendations to others considering Pipeline CRM:** I would take into account the volume of clientele you're working with and what integrations are most important to you in a CRM. **What problems is Pipeline CRM solving and how is that benefiting you?** Information management. It's relatively simple to integrate this system into our workflow. ### 39. Great Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Sports | Small-Business (50 or fewer emp.) **Reviewed Date:** June 07, 2019 **What do you like best about Pipeline CRM?** Very Organized , easy to use, great customer service **What do you dislike about Pipeline CRM?** Everything is awesome I can't think of anything to dislike **Recommendations to others considering Pipeline CRM:** I highly recommend **What problems is Pipeline CRM solving and how is that benefiting you?** I like that I can communicate with the sales reps through Pipeline It helps us stayon the same page. ### 40. VERNON'S REVIEW **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Pipeline allows me to maintain all my customers contact information and past and future job detail at an easy to find/sort environment **What do you dislike about Pipeline CRM?** does not allow you to delete old customer/contact information **Recommendations to others considering Pipeline CRM:** great tool **What problems is Pipeline CRM solving and how is that benefiting you?** When managing my customer's deals I can easily keep up on any aging or slipping deals ### 41. I love PD! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** the customized fields and the ease of use for the application **What do you dislike about Pipeline CRM?** I dislike that I can't log certain fields through the application **What problems is Pipeline CRM solving and how is that benefiting you?** My work is streamlined and I never forget to call someone on my list because of the activity feature that allows me to set reminders to call ### 42. PipelineDeals is a robust platform! **Rating:** 4.5/5.0 stars **Reviewed by:** Shirleyann S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2018 **What do you like best about Pipeline CRM?** PipelineDeals allows for customization that allows you to tailor it to your organizations specific needs. **What do you dislike about Pipeline CRM?** I wish that there could be stages set beyond the 100% Probability percentage. **Recommendations to others considering Pipeline CRM:** As in all customizable software, sometimes too much ability to customize is too much. Keep it simple at first. Really think out what you think you need. Set it up, work with it a while. Then make changes as you need to until it hits all the points for you! **What problems is Pipeline CRM solving and how is that benefiting you?** We track our leads for coaching services. We are able to track them through several stages and can easily keep notes and copies of emails within the People/Deals. ### 43. CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Candice T. | Communications and Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2018 **What do you like best about Pipeline CRM?** I like that there are so many different things you can do in Pipeline. You do not need to use multiple sites. **What do you dislike about Pipeline CRM?** That is does not do all the work for me ;) **Recommendations to others considering Pipeline CRM:** You can't go wrong! It has everything you need. **What problems is Pipeline CRM solving and how is that benefiting you?** If one of sour sales reps visits a customer I can see if there has been any problems, I like that we are able to set up emails and use a different date. The benefits are endless. No more guessing or feeling stupid if the customer calls with a problem. ### 44. Falling behind? **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2018 **What do you like best about Pipeline CRM?** Relatively easy to use, ok customization, reasonably priced **What do you dislike about Pipeline CRM?** The feature set was competitive when we signed up 3 years ago, but they seem to be falling behind. Best I can tell, they don't have pre-configured email templates to choose from, contact and company insights built-in (like Rapportive), the ability to send short videos through the platform (instead of just email), the ability to configure emails for interval sending (to maximum deliverability), or custom domain tracking. Their dashboard is pretty minimalistic, and the reporting is pretty basic. Also, their customer success team never proactively reaches out, and isn't very responsive (although chatting with support is good) **Recommendations to others considering Pipeline CRM:** There are a lot of options. PipelineDeals is competitively priced, but it lacks features that are now found in many other platforms. **What problems is Pipeline CRM solving and how is that benefiting you?** Sales pipeline ### 45. I love working hard and getting rewarded for it. **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 like that Timeshare Compliance has such an energetic environment and great incentives for the employees to do well in performance. **What do you dislike about Pipeline CRM?** There is nothing that I do not like about it, it is really a great opportunity. **Recommendations to others considering Pipeline CRM:** None **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline Deals is great for digitizing my day-to-day activities. ### 46. Pipelinedeals for Painters **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2019 **What do you like best about Pipeline CRM?** I like being able to track my projects through the different stages. **What do you dislike about Pipeline CRM?** I wish they gave when you switched pipelines that it would still be counted towards my awarded projects **What problems is Pipeline CRM solving and how is that benefiting you?** I'm able to see better my estimates has helped me follow up and track it better. ### 47. Amazing for keeping up with my clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Entertainment | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2019 **What do you like best about Pipeline CRM?** I do not get disorganized with keeping all my clients in there right categories. **What do you dislike about Pipeline CRM?** Nothing is bad. I like everything that pipeline offers. **Recommendations to others considering Pipeline CRM:** Make sure you take the time to navigate through all that pipeline offers. **What problems is Pipeline CRM solving and how is that benefiting you?** It allows me to take better advantage of my clients. ### 48. Makes work easier and time efficient! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2019 **What do you like best about Pipeline CRM?** Love the options to filter and sort, it allows me to quickly find and work on the lists I need. **What do you dislike about Pipeline CRM?** When I delete a contact it doesnt bring me back to my account. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipelines allows me customize almost every list which is fantastic. ### 49. useful office tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2019 **What do you like best about Pipeline CRM?** easy to use and a great way of sharing information in a centralised way **What do you dislike about Pipeline CRM?** Sometimes it is hard to see all the filters. Ensure everyone has training so they all use it in the same way **What problems is Pipeline CRM solving and how is that benefiting you?** easy access to data for everyone across the company ### 50. Pretty good CRM! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I love the snap shot of your clients account where you can access everything in one snapshuo **What do you dislike about Pipeline CRM?** the fact that it does not connect social channels and does my sync with contacts..... more contact intelligence would be great **What problems is Pipeline CRM solving and how is that benefiting you?** staying on top of all the opportunities ## 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=8&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-13+12%3A14%3A53+-0500&secure%5Bsession_id%5D=f05ef04d-5aa9-4dad-818a-8449104fa5aa&secure%5Btoken%5D=f3597a48fe2032e3baf60d28b921fbe52bea8584a552990ccb152d34cb99aa33&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 (24,690 reviews)