VP
Via P.
Small-Business (50 or fewer emp.)
"Helpful and business-essential tool"
5/5
What do you like best about Pipeline CRM?

It has the overview of the transaction and interaction with customer, it boosts the sales and marketing of the company. It has the information of the customer needed for sales. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

It doesn't show the recording when it's connected to the personal phone number tho it's understandable. Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM
Edit edit

Hi Via, thank you so much for taking time to express your satisfaction with Pipeline and sharing some insights. We're so glad to hear it helps streamline your sales management and enhances your visibility. We appreciate your business and look forward to a continued partnership!

Verified User in Legal Services
AL
Verified User in Legal Services
Small-Business (50 or fewer emp.)
"Flexible CRM"
3.5/5
What do you like best about Pipeline CRM?

What I like most about the CRM is that the user interface is very flexible. You can choose what layout you want, what fields to include or not and standardize it accross your teams. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

The biggest drawback to this CRM is the lack of third party software that integrates natively with it. If your tech stack includes a lot of 3rd party tools, this might not be the best fit. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
Small-Business (50 or fewer emp.)
"Pipeline CRM - Review"
4/5
What do you like best about Pipeline CRM?

It's an easy to use software compared to other CRM products. It easily integrates into my existing flow without much hassle. It has a good customer support Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Aly ought the customer support is good. It can improve. Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM
Edit edit

Hello. My name is Chelsea and I'm the Product Marketing Manager for Pipeline CRM. Thank you so much for taking the time to leave us a thoughtful review!

We're very interested to hear your thoughts on how Pipeline can improve our Customer Support. Please send any feedback for improvement to CustomerCare@pipelinecrm.com.

Thank you again!

- Chelsea

Nicole C.
NC
Nicole C.
Small-Business (50 or fewer emp.)
"Seamless, Simple, and Efficient"
4.5/5
What do you like best about Pipeline CRM?

I like the simplicity of the process and that I am able to get an overview of all the updates and progress in one or a few pages. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Having to manually do every step, needs automation options. Review collected by and hosted on G2.com.

Mike M.
MM
Mike M.
Small-Business (50 or fewer emp.)
"One of the best CRM’s I’ve ever used"
5/5
What do you like best about Pipeline CRM?

Easy to use and easy for new people to learn. Love that you can automate different tasks for different people Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

There really isn't much to dislike about pipeline Review collected by and hosted on G2.com.

Shenoy M.
SM
Shenoy M.
Coordinator
Mid-Market (51-1000 emp.)
"PLD Checklist"
1.5/5
What do you like best about Pipeline CRM?

Easy to create a Dashboard, Include Checklist, Provides trigger when deals are all set Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Difficult to set condition for automation for Email notification and Trigger, Difficult to navigate the Dashboard with a few misclicks, UI could be better

there is no integrity in the system Review collected by and hosted on G2.com.

Aaryan J.
AJ
Aaryan J.
Senior Consultant (Middle East and India)
Mid-Market (51-1000 emp.)
"My honest Review about Pipeline CRM"
4.5/5
What do you like best about Pipeline CRM?

A very helpful system that has helped us improve our sales productivity and lead management! Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

More integrations with communication tools would have been better! Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM
Edit edit

Hi Aaryan. Thank you for your updated review. Our goal is to provide effective lead capture and management solutions - we're so glad you're satisfied. We are actively working on building out our integrations library - stay tuned! Thank you for being a Pipeline customer.

Praveen B.
PB
Praveen B.
Digital Marketing Specialist
Mid-Market (51-1000 emp.)
"User friendly interface"
4.5/5
What do you like best about Pipeline CRM?

Pipeline CRM helps you visualize and understand your sales pipeline in order to grow your business. Lead Management. It provide accessibility to all organisation Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Automatically get your leads.The lack of automated functions. Calendar only gives one color per person which sometimes makes it difficult to navigate. Review collected by and hosted on G2.com.

Jeremiah A.
JA
Jeremiah A.
Regional Sales Manager
Mid-Market (51-1000 emp.)
"Funding Manager at Lendio"
5/5
What do you like best about Pipeline CRM?

It was very relevant to my job and it was created in house Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Sometimes a lag when they do updates to the CRM Review collected by and hosted on G2.com.

Ray K.
RK
Ray K.
Keynote Speaker, Mentor, Trainer
Small-Business (50 or fewer emp.)
"Incredibly helpful!"
4.5/5
What do you like best about Pipeline CRM?

It makes my life so much easier! So helpful to me! Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Nothing really! It does what it is supposed to do & what it says it will! Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM
Edit edit

Hi Ray! Thank you so much for taking time to update your review! I'm so pleased to hear you find so much success with Pipeline CRM. We're always here if you have any questions about what more Pipeline can do for you.

- Chelsea, Pipeline Marketing