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UC

Verified User in Computer Software

Enterprise (> 1000 emp.)

2/7/2025

"Best platform for the integration"

4.5/5

What do you like best about Pipeline CRM?

This is very helful for the integeration and maging the sales Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

It's has some demerit like being sllwer sometimes Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

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Hello! Thank you for taking the time to leave us a review. We appreciate you being a Pipeline customer.

- Chelsea, Pipeline Marketing

DR

daniel R.

Account Executive

Mid-Market (51-1000 emp.)

6/25/2024

"My experience with Pipeline Crm is honestly good i like reporting and analytics tools of it alot."

4.5/5

What do you like best about Pipeline CRM?

as mentioned i like the reporting and analytics, integration capabilites,Customization and Scalability tools Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

what i dislike about it is Over-reliance on Automation, Customization Limitations but still i like the Pipeline CRM overall. Review collected by and hosted on G2.com.

SK

SANATAN K.

Senior Business Development Executive

Small-Business (50 or fewer emp.)

9/23/2024

"Review of Pipeline CRM"

3.5/5

What do you like best about Pipeline CRM?

It's very user friendly and has all the necessary tools to maintain the clients record. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Nothing as such as of now but yes it's ui & ux can be enhanced. Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

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Hi Sanatan. I'm so glad you find our platform very user-friendly, we work hard to make it so! We do have plans to enhance the UX/UI, stay tuned for updates. Thank you for being a Pipeline customer.

UC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

10/3/2024

"Been using since I joined Nimonik. Never had any issues"

5/5

What do you like best about Pipeline CRM?

Easy to use and easy to learn. Great customer support Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Can't have more than one account manager per customer Review collected by and hosted on G2.com.

UF

Verified User in Financial Services

Small-Business (50 or fewer emp.)

12/14/2023

"Easy to use CRM to track client and prospect contact"

4.5/5

What do you like best about Pipeline CRM?

What I appreciate most about Pipeline CRM is its user-friendly interface, which significantly enhances my overall experience. Navigating the system is a breeze, and the intuitive design allows me to seamlessly attach files, jot down notes, and effortlessly create custom fields tailored to my specific needs. The web-based platform adds a layer of convenience, enabling me to access and manage my data from any location with an internet connection. One standout feature is the absence of contact limits, providing the flexibility to grow and scale without the constraints often imposed by other CRM systems. This not only accommodates my current requirements but also future-proofs my usage as my needs evolve. Pipeline CRM's commitment to simplicity, coupled with its versatile capabilities, makes it an indispensable tool for streamlining my workflow and optimizing my customer relationship management processes. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

One aspect of Pipeline CRM that I find less than ideal is the limited range of integrations with other service providers. The platform's ecosystem lacks compatibility with various third-party tools and services, which can be a drawback when seeking a seamless integration of workflows across different platforms. In the financial services industry, where interoperability is crucial, the relatively lower recognition of Pipeline CRM among other service providers poses a challenge. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

I use Pipeline CRM in my daily workflow. Primarily, the platform serves as a robust tool for managing contacts across diverse categories, including clients, prospects, and service providers. Through its user-friendly interface, I efficiently track interactions and discussions with each contact, maintaining a comprehensive record of our engagements. The capability to attach files to individual records enhances my organizational efficiency, allowing me to seamlessly associate relevant documents with specific individuals or companies. Whether it's keeping abreast of client communications, nurturing prospective leads, or maintaining a streamlined network of service providers, Pipeline CRM proves invaluable in centralizing and optimizing my contact management processes. Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

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Hello! Thank you for taking your time to leave such a thoughtful and detailed review. We're so glad you're finding it easy to navigate and provides a viability for scaling your business! We are currently building out our integrations library and updating existing integrations. We just updated our QuickBooks integration to be two-way sync (instead of 1-way), with the ability to create and send proposals right from Pipeline! Thank you again for your time to leave the review and being a Pipeline customer!

See how Pipeline CRM improved

DS

Dave S.

Customer Success Expert

Small-Business (50 or fewer emp.)

7/22/2024

"Pipeline CRM Review"

3.5/5

What do you like best about Pipeline CRM?

That it can sync up to my emails or that I can BCC to pipeline CRM Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

It feels like there are a lot of duplicate contacts created Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

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Hi Dave. Thank you so much for taking time to share about your experience with Pipeline CRM! We're so glad you love the email sync feature! I'm sorry to hear you're having trouble with duplicative contacts, we have a few options for conquering those! Check out our Knowledge Base article here: https://help.pipelinecrm.com/article/1036-removing-duplicates

If you need more help, always feel free to reach out to Customer Care for help from our friendly and knowledgeable team! CustomerCare@pipelinecrm.com. Thank you for being a Pipeline customer!

EO

EMMANUEL O.

instal support specialist

Mid-Market (51-1000 emp.)

8/17/2024

"my view"

5/5

What do you like best about Pipeline CRM?

This service is hitch free and easy to navigate Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

I havent found yet as i am still getting familiar. Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

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Hi Emmanuel. Thank you for taking the time to leave us a review! We have an extensive Knowledge Base to help you navigate and learn our platform, as well as a great Customer Care team. You can chat them and get a prompt response with any questions you may have. Thank you for being a Pipeline customer!

BG

Brooke G.

Office Administrator & Assistant to the Territory Director

Small-Business (50 or fewer emp.)

10/21/2021

"Great and Easy to keep clients organized"

5/5

What do you like best about Pipeline CRM?

You can stuff so much information into one page, also like their Ideas category to add ideas that they may add! I love the ability to customize and add as much information ! Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

If it's an old company with many uploaded it's hard to find the forms you need. It can take a few hours. I've sent them an idea about adding a view key to see what the document looks like rather than having to open something fully. Review collected by and hosted on G2.com.

Response from Ashley Whitney of Pipeline CRM

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Thank you for your feedback, Brooke. We're so happy to hear our Feature Idea's Portal is one of your favorite parts of your experience. We too are very excited to have a direct line to our product & engineering teams for our customers. I will take your dislike items to the team via our Ideas Portal to see what we can do there.

VA

Vineet A.

Delivery Manager

Enterprise (> 1000 emp.)

9/30/2023

"An effective and great CRM platform to track the sales pipeline for better deal closure numbers"

4.5/5

What do you like best about Pipeline CRM?

The platform offers a nice user inerface where we can create the dashboard including the checklist as per the requirement. It helps our team to understand the pipeline and set the targets accordingly. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Although the interface is quite impressive, addition of more feature like multiple colour option for individual person in calendar will surely help to create visualized dashboards Review collected by and hosted on G2.com.

TH

Tim H.

Small-Business (50 or fewer emp.)

2/28/2023

"CRM Pipelon"

2.5/5

What do you like best about Pipeline CRM?

Easy To use, multiple ways to accomplish storing info. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

It would be nice if you could connect people, by relationships. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

Follow Up/Job Tracking - nothing falls thorugh the cracks as long as the people do the work. We got our CRM synced to email and it messed up ALL our deals. I was told the only to fix this was go through them 1 at a time. I have tried to get our contact that was helpful to meet with us several times to figure out how we can deal with it and crickets. Review collected by and hosted on G2.com.