Verified User in Consumer Services
UC
Verified User in Consumer Services
Mid-Market (51-1000 emp.)
"Un buen aliado para mi organización y control"
5/5
What do you like best about Pipeline CRM?

The most useful thing is that I can have updated information at all times, it allows me to consult, add information all the time, and above all, have total control of each client. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Well, I don't like that I can't modify or delete something that is wrong. For example, if I uploaded an incorrect document to the CRM, I can't modify or delete it. Additionally, I can't always have the client's name in view; I have to scroll up to see the main information of the client, such as name, phone number, and address. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"Good Customizable Sales Tool"
3.5/5
What do you like best about Pipeline CRM?

User-Friendly interface that promotes user adoption. List views and pulling data from different objects to get a more complete picture. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

It is too difficult to report issues that require video. Would be so much better if the onus was on support to set up a screenshare session that they can record.

Requested enhancements are never followed up on.

Inability to import tasks and events

The mobile app is constantly complained about by reps. It is not as user-friendly and behaves too differently from the desktop version. Review collected by and hosted on G2.com.

Response from Ashley Whitney of Pipeline CRM

Thank you for taking the time to submit a review. We are sorry to hear that 1.) you have unanswered feature requests that have not been followed up on 2.) you're running into issues with users and our mobile app. Our team is here to hear your feedback and help. Please feel free to contact our care team for us to escalate further. You are more than welcome to ask for me directly, I am happy to help!

Verified User in Marketing and Advertising
UM
Verified User in Marketing and Advertising
Small-Business (50 or fewer emp.)
"Amazing tools to connect, and relevant with my Professional network!"
5/5
What do you like best about Pipeline CRM?

Been using PipelineDeals for over a year now, and love how easy it is to filter our company data. Updating and making changes is easy, and presents everything I need to know at a glance. Customization is great, updates to the system from the Pipeline team is fast. Overall, I really love the software and what it does to help me stay on top of things. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Occasionally the system hangs when I update an account - but a quick refresh of the account tends to eliminate most issues. Review collected by and hosted on G2.com.

JC
Jason C.
Sales manager
Small-Business (50 or fewer emp.)
"A great, flexible system from a responsive and customer-focused team."
5/5
What do you like best about Pipeline CRM?

I think the team's assistance in setup and when tweaking to your requirements, is one of the strong points. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

It can be a little frustrating developing or designing custom reports. Review collected by and hosted on G2.com.

Jeff L.
JL
Jeff L.
Territory Lead
Small-Business (50 or fewer emp.)
"Easy to Use...Tons of Tools!"
5/5
What do you like best about Pipeline CRM?

Pipeline is straightforward. I love the way I can create my own templates. I also like the email tracking feature Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Some functions aren't relevant to my particular sales process. They allow customization, but it's not complete. Review collected by and hosted on G2.com.

Response from Ashley Whitney of Pipeline CRM

Thank you Jeff for your feedback! We appreciate the feedback and opportunity to support you and your team.

Verified User in Computer Software
UC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
"I love Pipeline CRM better than all the rest!"
5/5
What do you like best about Pipeline CRM?

Pipeline CRM is so easy and intuitive to use. Everything is clear and it's a breeze to navigate through the system. I have used Salesforce, Microsoft CRM, Zoho and Hubspot, and Pipeline is by far the easiest! Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

I would like the option for a desktop notification when I close a deal. Currently, those notifications are only available on mobile. Review collected by and hosted on G2.com.

Verified User in Facilities Services
UF
Verified User in Facilities Services
Mid-Market (51-1000 emp.)
"I Like Pipeline"
5/5
What do you like best about Pipeline CRM?

Intuitive, easy to navigate, tied to my outlook. Keeps records of last communication/interaction with customer. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

I know there are features but I just don't have time to learn them all so I can make full use. I also wish I could search by address. I am limited to deals, people, company. Review collected by and hosted on G2.com.

Response from Ashley Whitney of Pipeline CRM

We appreciate your detailed review. We are always here to help if you have any questions about how to make the most of your account by learning about new features. Our team can always be reached at customercare@pipelinecrm.com.

Patti H.
PH
Patti H.
VP of Business Development
Small-Business (50 or fewer emp.)
"Easy to Utilize..."
5/5
What do you like best about Pipeline CRM?

The ease of use, negotiating between leads and deals, tracking assignments, data and progress. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Wish it tied to other outside email products. Review collected by and hosted on G2.com.

Verified User in Food & Beverages
AF
Verified User in Food & Beverages
Small-Business (50 or fewer emp.)
"Simple streamlined and powerful"
5/5
What do you like best about Pipeline CRM?

It has exactly the features I need and none of the features I don't need. I can track people, companies, and deals, and create tasks for myself and others quickly and easily. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

I wish that it could track prior employers, so that when a person moves from one company to another it would automatically create a record of that Review collected by and hosted on G2.com.

DS
Dhaval S.
Security Analyst
Information Technology and Services
Small-Business (50 or fewer emp.)
"the process of managing incoming sales opportunities and tracking."
3.5/5
What do you like best about Pipeline CRM?

the different stages of the lead's journey until Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

It would be nice if it was easier to organize Mass Email lists and campaigns. Review collected by and hosted on G2.com.