--- 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: '2026-07-17' 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. Helpful for tracking project progress **Rating:** 5.0/5.0 stars **Reviewed by:** Gerald L. | Design, Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2023 **What do you like best about Pipeline CRM?** Being able to see the progress of the project throughout the process. **What do you dislike about Pipeline CRM?** There is not anything I can think of that I dislike. **What problems is Pipeline CRM solving and how is that benefiting you?** Being able to see potential issues for future projects ahead of time. ### 2. Great CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2021 **What do you like best about Pipeline CRM?** Easy to use and helps me manage my leads and deals smoothly **What do you dislike about Pipeline CRM?** The connection with MS outlook doesn't work and this is frustrating since you have to use multiple tasking and calendars. **Recommendations to others considering Pipeline CRM:** Great CRM for managing leads to closed sales. **What problems is Pipeline CRM solving and how is that benefiting you?** Seamlessly manage my sales from leads to deals. **Official Response from Ashley Whitney:** > Thank you for your review! It sounds like you are experiencing a potential bug regarding our MS Outlook plugin, we're here to help. So we can better troubleshoot, give us a call at 866-702-7303. ### 3. Reliable communication via live chat **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew D. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 01, 2023 **What do you like best about Pipeline CRM?** Very useful in sorting different leads for sales versus interested clients **What do you dislike about Pipeline CRM?** The amount of added contacts that can be added all at once **What problems is Pipeline CRM solving and how is that benefiting you?** System management with real time features that allow our business to maintain customer relations ### 4. Very solid, flexible, easy to use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Andy L. | Director of Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2018 **What do you like best about Pipeline CRM?** Reasonably affordable and very easy to setup and use. Implemented quickly with very little assistance. Very intuitive to use. Custom fields work great and by far the best part of the product is the relationship between company, deal, and people records--far better than almost every other CRM I looked at. Makes reporting very strong. Also love the ability to do simple bulk personalized marketing email campaigns directly from the product. While the application lacks some functionality that we would like, it is very strong in other areas. Ease-of-use is a key benefit as is the intuitive way the system works. The core functionality and workflow mirrors our business very well. The addition of multiple sales cycles has been awesome. We don't use task assignment functionality but could be useful in the future. Reporting capability is also very strong with the ability to reconfigure reports with a few simple clicks. Also really appreciate the effort to update the product. New features are introduced at a steady rate. Lastly, customer support is always friendly and as helpful as they can be. Love working with this product--very often the application has the ability to do what I want to do, or easily create new fields that will accomodate our needs. **What do you dislike about Pipeline CRM?** Dislike is too strong of a word. There are deficiencies as with any product. Trade-offs. Like many of the affordable CRMs, there is a lack of true full integration with other products--or at least the ones we need. We really wanted easy two-way integration with our customer support ticketing system and also QuickBooks (sharing customer records and ticket info for example). We still have separate applications and multiple databases (e.g. multiple places store customer information). Additionally, it would be nice if there was more formal document management functionality. **Recommendations to others considering Pipeline CRM:** We reviewed over 50 CRMs. Pipeline CRM is just an all around good application and the company is great to work with. We wanted a solid CRM with at least some marketing campaign management capability, and with a reasonable amount of flexibility to adapt to our business. We do not have an overly complicated business and did not want an overly complex CRM. At their price point range, Pipeline was by far our favored option. We are paying $49/user annually and have 7 users. We will likely add 5 more over time. **What problems is Pipeline CRM solving and how is that benefiting you?** First, we needed to replace an old and functionally limited CRM. PipelineDeals is a huge improvement over our old system. We wanted something with good record structure and easy to use custom fields. PipelineDeals is strong in this area. Second, we wanted a CRM that our sales team would use. Biggest problem with all CRMs. Happy to say, the team likes the system and regularly uses it to help them manage their opportunities. The mobile app helps a lot with this and works well. Third, we needed a simple platform to do marketing email campaigns. This required a strong interaction between customer, deal, and people records. Very happy with how this has worked out. Great functionality and quick and easy to use. ### 5. Easy to use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2022 **What do you like best about Pipeline CRM?** The best part about this CRM is that it is affordable, easy to set up and use, the custom field works excellently, and the best part is the relationship between the company and deals . Moreover, it is a more comprehensive tool than Hubspot, **What do you dislike about Pipeline CRM?** There is nothing that is disliked about this toll. The only thing that is dislike is its pricing which are higher than others tools.Rest tool is moving in right direction. **What problems is Pipeline CRM solving and how is that benefiting you?** Various problems solved by this tool are 1) Allows to prepare reports with different variables. 2)Allow doing commission reports for my team 3)Every document is stored conveniently. ### 6. Pipeline Deals Overly Complex **Rating:** 2.5/5.0 stars **Reviewed by:** Kate W. | Business Development / UX Design, Design, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** My team and I use the email integration and deal flow management to manage large quantities of sales contacts on our sales team. It is a more comprehensive tool than Hubspot, which we previously used. **What do you dislike about Pipeline CRM?** The UI of Pipeline Deals is not very user-friendly, in my opinion. It took me a lot of "playing around" to figure out the workflow and different views available for me to use. **What problems is Pipeline CRM solving and how is that benefiting you?** Our sales team switched to Pipeline Deals from Hubspot, primarily for the deal-tracking capability (i.e. the ability to keep front and center the $$$$ we are collectively working toward.) ### 7. EXCELLENT CRM with SALESFORCE CAPABILITIES at a REASONABLE PRICE **Rating:** 5.0/5.0 stars **Reviewed by:** Robert Cash M. | Vice President of Sales & Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2021 **What do you like best about Pipeline CRM?** We like and need the capabilities that the Salesforce CRM provides; however, we ONLY need those capabilities for our Marketing and Sales departments. We do not require a full enterprise suite of services. After reviewing all of the Cloud-based CRM services available, it became clear to us that PLD provided everything we wanted and needed from Salesforce but at a fraction of the cost, and with a far more simple, user-friendly, intuitive 'out of the box' interface and experience. While considering Salesforce as our CRM solution, we realized that we were going to have to hire a Salesforce Specialist to help us 'set up' or tailor the Salesforce interface for our culture and needs. This was a huge additional cost and a large 'time suck'. PLD came out of the box with very little tailoring required and allowed us to hit the ground running and apply its CRM capabilities immediately. The shortlist of attributes that we were looking for and received from PLD were as follows: 1) Cloud Based 2) Mobile Phone App interface with automatic phone mapping capabilities making it easy to find the next appointment on the go. 3) Interface with our Email client allowing us to maintain an email history germane to each client or Deal. 4) A good 'Tickler System' for timely follow ups and keeping track of all opportunries. 5) A very intuitive means for organizing Companies, Contacts, Deals and associating the right people with each Deal. 6) Good tools for organizing and viewing the CRM data base and Pipeline is a variety of customized ways. 7). Many more.... **What do you dislike about Pipeline CRM?** It would be nice if it was easier to organize Mass Email lists and campaigns. **What problems is Pipeline CRM solving and how is that benefiting you?** It has been a good CRM tool for us for several years. I can't imagine managing our Sales and Marketing efforts without it. ### 8. Pipeline Deals **Rating:** 5.0/5.0 stars **Reviewed by:** Lin A. | Sales Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** Hands down ... ease of use. I was able to be up and running within minutes, and within a day or two, I was about 90% proficient in using it. It allowed me to enter and modify my teams deals/forecast without having to read anything, and even reports are easy to create, modify and execute instantaneously. **What do you dislike about Pipeline CRM?** I have no complaints but you will need to talk to my accounting dept regarding price. For something this good, pricing might be an issue. **Recommendations to others considering Pipeline CRM:** Try it ... give it a day or two, and I am quite sure you will be sold on it. **What problems is Pipeline CRM solving and how is that benefiting you?** Since we are independent reps, we have principals that require constant updates and reports. Pipeline Deals allows me to create reports with different variables on the fly as long as the data is in the system. I also need to do commission reports for my sales team, and I was pleasantly surprised that I can track it and send it to my team within a minute or two. And finally, because it is web based, I never have to worry about computers being down or CRM compatibility issues with Windows or IOS or whatever. ### 9. The Best Deal-Based CRM for Our B2B Company **Rating:** 5.0/5.0 stars **Reviewed by:** Chantelle P. | Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** The most valuable part of PipelineDeals is the Reports and Deals functionality. The Reports that PLD provide allow us to view daily, weekly, and monthly numbers for each team member and our team as a whole. The Deals functionality of PLD was a gamechanger for our company. PLD was the one CRM we found most valuable that was centered around deals that made sense for our B2B company. We don't work with just one client, there's entire teams (internally and externally) that are a part of one large project. The way we can organize and label deal details is very valuable for us! **What do you dislike about Pipeline CRM?** I don't know that I could say there are any downsides to using PipelineDeals. My least favorite thing about PipelineDeals is the Email Inbox functionality. This is where you can connect your email inbox to PLD. It really just creates a mess for our organization and people because we have such a large amount of emails and information. **What problems is Pipeline CRM solving and how is that benefiting you?** Business problems that have found solutions within PipelineDeals include the following. Problems: unorganized tracking and reporting of projects (deals), project/sales managers not being held accountable for client follow-up, unknown client sources, old database information that was hard to update. Solutions: Organization of reporting and tracking of all projects (knowing how long they take, where they came from, and latest updates), project/sales managers being held accountable for their leads and projects (managers can see task lists and latest activities for our team), knowing the source of all clients/projects (being able to know precisely how many people were from which trade show), we now have a database that is easy to update and know when information is old (you can google a person in one click if you have a hint they've left the company they work for - you can see bounced emails through our Mailchimp integration). ### 10. User since 2011 **Rating:** 5.0/5.0 stars **Reviewed by:** Peter B. | Owner | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2014 **What do you like best about Pipeline CRM?** Pipeline is economical for a small business. I used maybe 10% of its 'brain'. It has many features I've never tried. Because it is Cloud-based I can access it anywhere. Customer Support is much more competent and responsive than almost any other business I have dealt with. I also love that it links with MailChimp so it is very easy to send out client and prospect mailings. When I add a new lead or client to Pipeline they are automatically added to my MailChimp list. **What do you dislike about Pipeline CRM?** The super annoying auto-correct on this review platform which is trying to teach me how to write and communicate after creating ad copy for 45 years. **Recommendations to others considering Pipeline CRM:** Go for it. Inexpensive and very useful. As with any product expect an initial learning curve frustration. But it will soon pass as you become familiar. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline permits me to have all my client records and data stored in an easy to use format that is accessible anywhere. Every document or image relating to every client is stored conveniently. It makes it easier to run my business and service my customers. ### 11. Best Software for the Demo Tracking Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Karthick V. | Senior Software Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** March 31, 2022 **What do you like best about Pipeline CRM?** Sales professional can do Consistent follow-up and start with creating contact, lead until the deal get closure. We can also save a notes MOM. Befor going to have a call with prospect. We can have a look on the MOM saved notes in the CRM. **What do you dislike about Pipeline CRM?** We are able to save and import the leads in only CSV. Pipeline CRM will not accepting and allowing to import as excel file in the CRM. **What problems is Pipeline CRM solving and how is that benefiting you?** As a sales person, it is very tough for managing customer stage. We can add each and every customer's move in the CRM itself. It also helps to track the salesperson performance. ### 12. Great Program for Small Businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Kennedy H. | Admin Assist/Marketing, Small-Business (50 or fewer emp.) **Reviewed Date:** January 27, 2022 **What do you like best about Pipeline CRM?** I like that pipeline is very user-friendly and easy to navigate to search for people, run data reports, and other useful information. **What do you dislike about Pipeline CRM?** I feel like pipeline has some unnecessary features that I do not use or have ever used. However, I think those features may be useful to the right business. **Recommendations to others considering Pipeline CRM:** It's useful for small businesses **What problems is Pipeline CRM solving and how is that benefiting you?** The problem we are solving is an electronic way to keep track of our customers, leads, etc. The benefits are easy to manage portfolios, create project deals, etc. ### 13. Best CRM out there...have used for several years... **Rating:** 5.0/5.0 stars **Reviewed by:** Discovery B. | owner admin team leader, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** Phone support on both coasts for good weekday coverage by very knowledgeable staff....having had Pipeline for 7 years have found it completely reliable on functionality.....Additional training always available.....very easily customizable....very helpful with integrations... offers features needed for small business and does not have bad learning curve...we went through several bigname crms before Pipeline....terrible experience. Works well for users and for admin needs **What do you dislike about Pipeline CRM?** Some Saturday phone support would be nice....an esign service, though we may be ok with their Paycove integration esign feature... **What problems is Pipeline CRM solving and how is that benefiting you?** Keeps as minute track of customers and salespeop;e as needed. exports to my commission pay tracking...their morning coffee report is an excellent customizable morning summary....in all Pipeline reduces stress for users and admin and probably makes and keeps more revenue ### 14. Great features but a bit clunky **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2021 **What do you like best about Pipeline CRM?** The sales funnel feature that shows all of the won revenue, deals wons/deals lost. **What do you dislike about Pipeline CRM?** The fact that there's a disconnect between the leads themselves and the account that they're on. Only in the sense that I cannot assign a task to a lead and see their progress/work (per call or per email task) on their lead page. I can only see what tasks have been done for a particular lead when I click on the account and scroll through Activity. **What problems is Pipeline CRM solving and how is that benefiting you?** I am solving the problem of keeping an accurate/live database on a lead or account. I have realized that as much as I had my doubts about switching over from Salesforce to Pipeline when I switched sales jobs, there's really not THAT much that I can distinguish in terms of better/worse functionality between the two. Both are fairly equal and useful in the eyes of a BDR ### 15. Without a doubt, Pipeline CRM IS the best CRM on the market! **Rating:** 5.0/5.0 stars **Reviewed by:** Demps B. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** Having humans answer the telephone! Whenever there is a problem. Just give them a call. Rest assured, you will be speaking with a technician within minutes who can assist you with any issue you may have! Having used every CRM on they market, there is absolutely nothing in the market that compares. **What do you dislike about Pipeline CRM?** There is nothing we dislike. We like everything about Pipeline CRM **Recommendations to others considering Pipeline CRM:** If you have contacts and need a CRM to handle your contacts and generate meaningful information - Look no further. There is absolutely nothing on the planet that beats this Software!! **What problems is Pipeline CRM solving and how is that benefiting you?** Ability to manage our contacts in many ways with the search features Pipeline has to offer. It makes campaigning a breeze . ### 16. Excellent CRM option. **Rating:** 5.0/5.0 stars **Reviewed by:** Silvana M. | Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2021 **What do you like best about Pipeline CRM?** What I like the most is that it offers a pleasant and very intuitive user experience, it can be adapted in the best way to my needs and tastes since it is really customizable and easy to configure, it is beneficial for monitoring projects, I can take The order of our sales portfolio is perfect for organizing the workflow, I love the OFFERS section, I like it because I can also manage my clients and potential clients, I can create custom departments of companies, clients and offers, it is easy to export data for sales reports. **What do you dislike about Pipeline CRM?** The reminder system is not the most optimal, but the software has very few negative aspects. **Recommendations to others considering Pipeline CRM:** I recommend this tool because it offers the best options to carry out a good management of your projects. **What problems is Pipeline CRM solving and how is that benefiting you?** It is ideal for organizing everything in chronological order and for efficiently managing the views, it has excellent integration with MailChimp and QuickBooks, it is a very flexible software, it works very well with Excel, it is a versatile software that allows me to manage my contacts, calendars, emails electronics and sales in an optimal and friendly way, they also have a first-rate customer service, ### 17. Very flexible CRM that's easy to navigate **Rating:** 4.5/5.0 stars **Reviewed by:** Brian B. | Regional Sales Director, Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** I love being able to adjust notes I've previously entered in the system. In my last position, I had a CRM that would not allow you to adjust a prior entry and it led to a convoluted system with multiple entries for one conversation. PipelineDeals allows the flexibility to enter now and adjust later which is a life saver for a sales rep that's constantly being pulled in a million directions. **What do you dislike about Pipeline CRM?** I'm still working on figuring out how to adjust the criteria for a starred lists but I think that's just a personal shortcomings when it comes to technology, but this would be the only minor drawback I've run into in two years of using pipelinedeals. **What problems is Pipeline CRM solving and how is that benefiting you?** In my business, there's a ton of data entry as I'm working with quite a bit of data entry so pipelinedeals has been a big help in allowing me to segment my thoughts and stay organized from case to case. ### 18. Pipeline... the good, the bad and the ugly. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** all my leads in one place and the ability to search and find them ;) **What do you dislike about Pipeline CRM?** Pipeline is good in many ways. It keeps all my leads together. It helps me be organized. And that’s huge. However there are some things that are frustrating. I’m always in a hurry to get things done. And some things in Pipeline take longer than they used to. A lot more clicks. The calendar to set up events for instants. I do not like how it’s set up. So many clicks. And there shouldn’t be year dates behind the year that were in. There shouldn’t be a 2020 2019 2018 and on. I like the old way that you could set up appointments. Also when I’m at the actual calendar and I see all my leads from day today…If I didn’t get all my leads done that day I could just simply drag it to the next day or drag it down to the next week. Recently something changed and it’s much more difficult to do that. It’s slow. A Very slow process. I know this is sounding more like a complaint, but it is a review I guess. I like some parts but there are a lot of parts I don’t like about Pipeline. Improvements needed. **What problems is Pipeline CRM solving and how is that benefiting you?** no longer searching for leads in huge paper piles. I can just search for them in pipeline. I can upload files, estimates, maps anything that helps me understand where i'm at with a family. ### 19. Solid CRM Product **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** Pipeline is an easy-to-use and highly customizable platform. It's easy to manage for people who aren't too technical and just need a place to log a bit of information, but it has powerful tools for people like me who want to tweak, adjust, analyze, and customize the experience. Sending mass e-mails is super simple, too. **What do you dislike about Pipeline CRM?** Sometimes it can be challenging if you have a contact who is involved in many deals, especially when people are cc'd in on the e-mail. They'll get logged in the wrong places, and it takes some time to fix it. I also wish there was an opportunity to send e-mails with a traditional attachment instead of a download link. Many people aren't technical enough to cope with this, sadly. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline helps me keep my deals organized and on time. It lets me see what's happening in real-time, including when prospects open and interact with my e-mails. ### 20. Great customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2014 **What do you like best about Pipeline CRM?** We had a change request regarding how required drop-down fields are handled. A few days later, Pipeline CRM already implemented our feature request. The system is quick and easy to set up; there are much more ways of customizing (esp. with custom fields) as with competitor software we used before. There are continuous smart improvements. Their way of dealing with lists is truly smart and flexible. It is easy to generate a list of costumers based on different criteria, like when you have been last in contact, job roles or tags. It is easy to generate lists based on any criteria you like as you can add custom fields too. **What do you dislike about Pipeline CRM?** Some GDPR features would need to be implemented. For example, the standard "Unsubscribe" link on the bottom of emails sent directly from the CRM might be feasible for the CAN-SPAM Act regulation (Florida/USA) but is not ideal for GDPR compliance. It implies, the receiver subscribed to something like a mailing list, which they might not have. Think about transactional emails as an example; the unsubscribe link makes no sense. A simple solution would be to let admins change the link and texts in the unsubscribe process. **Recommendations to others considering Pipeline CRM:** Use the trial version and see if it fulfills your needs. You should always test solutions before chosing. **What problems is Pipeline CRM solving and how is that benefiting you?** One central hub for all customer related data. ### 21. Not a bad CRM for SaaS platforms **Rating:** 3.5/5.0 stars **Reviewed by:** Gaby P. | Business Development Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2021 **What do you like best about Pipeline CRM?** I like their open API so you are able to connect your essential accounts like gmail and even mailchimp for marketers. In a sales org, I only realy leveraged the gmail integration but it was all you needed! **What do you dislike about Pipeline CRM?** I don't like the dashboard default view with their traffic light system. I think it is a good idea, but from a birds-eye viewoint I believe that having a three-color system is too simple for such a complex sales cycle. It should be more like five colors if they stick with a color scale. **What problems is Pipeline CRM solving and how is that benefiting you?** I have solved how to stay in touch with all of my prospects and how to ensure that I stay on top of hot leads so I can make touchpoints at critical timing. ### 22. Simple and useful. **Rating:** 5.0/5.0 stars **Reviewed by:** Ivan M. | Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Pipeline CRM?** It has a clean interface that is excellent, it is also very customizable, its use is simple and it is easy to set tasks and keep track of clients, I really like that I can see and follow the activity history and follow emails, I love that I can configure the console "offers" and it is beneficial to use, I love how tasks are ordered chronologically, I love that I can categorize and prioritize tasks through color-coding, it is perfect for keeping everything organized, updating is easy, integrates well with QuickBooks, searching is made effortless thanks to the activity timeline. **What do you dislike about Pipeline CRM?** I don't have many complaints, but I would like it to have more automated features. **Recommendations to others considering Pipeline CRM:** It is handy to provide order and a good structure for the sales flow. **What problems is Pipeline CRM solving and how is that benefiting you?** I love that I have total control of everything, it allows me to restrict or give access to users, I like that I can maintain a chronological order of all conversations and notes, it will enable me to be very organized, it perfectly organizes the sales flow, the Customer service is optimal, I like the reminder system, I like that I can really create and customize the fields for clients, companies or offers, I really like the "Offers" section. **Official Response from Ashley Whitney:** > Thanks, Ivan for your review! We would love to learn about which features you would like to have automated. If you could please provide us with that additional information via our Product Ideas Portal, we will gladly review it for consideration for our product roadmap. ### 23. Excellent CRM. **Rating:** 5.0/5.0 stars **Reviewed by:** Andres L. | Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** October 12, 2021 **What do you like best about Pipeline CRM?** It is an easy-to-use software, what I like the most is that it is effortless and fast to adapt to its functions, the interface is very intuitive, also the software is very customizable and that is an advantage at all times, it allowed me to configure the lists filtered, it is excellent because it allows me to have a direct follow-up of my contacts and potential clients, it is very flexible to make reports of personalized lists, it is straightforward to add activities and keep track of their status in real-time, I can also import everything to An Excel sheet, I really love it because I can configure and categorize the lists either by person or company, I loved the calendar tool, and the customer service is first class. **What do you dislike about Pipeline CRM?** I wish it had more integrations, I don't have many complaints about this software. **Recommendations to others considering Pipeline CRM:** It is the best option, it is an excellent tool. **What problems is Pipeline CRM solving and how is that benefiting you?** It allows me to manage time better, it is a very flexible and accessible system, besides its ease of use generates optimal results in a short time, I love that the system is fully automated, the import and export functions are really fabulous and very useful, the search is straightforward and specific, I really love that, I can search for people or companies, it has integration with Mailchimp, it can be adapted and customized to the needs of the company, the ability to create filters and search for clients there is excellent, I loved the Excel-style panel, the interface is very intuitive and that makes the whole experience very smooth. **Official Response from Ashley Whitney:** > Thank you Andres for your thoughtful review. We're always eager to hear about which integrations might serve you best, you're welcome to share with our team at customercare@pipelinecrm.com. ### 24. One of the emerging CRM platforms **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2022 **What do you like best about Pipeline CRM?** Cloud-based solution, integration with the existing environment **What do you dislike about Pipeline CRM?** Pricing, lack of some key features, connectors, support services **What problems is Pipeline CRM solving and how is that benefiting you?** Helping set up a sales platform in a seamless manner. ### 25. POWERFUL, EASY-TO-USE CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Miguel G. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** We love how simple it is to use while still being powerful. **What do you dislike about Pipeline CRM?** I wish Pipeline was compatible with our email system. **What problems is Pipeline CRM solving and how is that benefiting you?** There are several challenges that are solved with Pipeline. For example, we can easily pull a SOURCE report so we can quickly see which marketing sources are working and which are not. This allows us to skim the fat off our marketing budget and focus more on the marketing effort that actually produce ROI. The GOALS tab is also very useful as it quickly tells us how we are performing on our goals and which sales people are producing. **Official Response from Ashley Whitney:** > Thank you Miguel for the review. We're so glad to hear that our solution enables you and your team to make the most of your budget and stay on top of performance! ### 26. A Simple but Powerful CRM Solution **Rating:** 5.0/5.0 stars **Reviewed by:** James E. | Regional Sales Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 20, 2021 **What do you like best about Pipeline CRM?** The layout and options to filter my contacts are clear, concise and straightforward - exactly what you need when working with numerous contacts. **What do you dislike about Pipeline CRM?** The lack of integration options with my current lead generation software - this would make it a lot easier to upload and monitor contacts across the board. **Recommendations to others considering Pipeline CRM:** For a more concise, yet no less powerful CRM solution I would highly recommend Pipeline. **What problems is Pipeline CRM solving and how is that benefiting you?** Unlike other CRM software that feature a wealth of filtering options, Pipeline is more streamlined and concise - allowing me to overcome the pervious hurdles of keeping up to date on my outreach and projects. **Official Response from Ashley Whitney:** > Thank you James for your review. We're glad to hear our ease of use allows you and your team to overcome past hurdles. We would love the opportunity to learn which integrations might make your experience even better. Don't hesitate to contact our team at 866-702-7303 and share your feedback with us directly or via our product ideas portal. ### 27. Pipeline is the ultimate CRM system! I wouldn't be successful with my sales without it! **Rating:** 5.0/5.0 stars **Reviewed by:** Cheryl W. | Pre-Arrangement and Family Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** I love the fact I can schedule follow-up calls for specific dates and times and they will always show up on my calendar so I don't forget. **What do you dislike about Pipeline CRM?** With the newest updates, it seems to run slower when trying to pull up a person's profile or if you are moving things from one day to another on the calendar. Time is valuable! **Recommendations to others considering Pipeline CRM:** This is the ultimate CRM tool. Manage your calendar more efficiently than ever before and never lose track of your contacts and follow-ups. **What problems is Pipeline CRM solving and how is that benefiting you?** Calling leads when I tell them I will call them which results in increased sales. ### 28. Efficient and Easy To Use **Rating:** 5.0/5.0 stars **Reviewed by:** Kemily C. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2021 **What do you like best about Pipeline CRM?** I love opening up my dashboard and seeing my agenda of everything I have to do in the day. **What do you dislike about Pipeline CRM?** I don't like the amount of times Pipeline updates. It takes me a while to get accustomed to it again. **Recommendations to others considering Pipeline CRM:** Take the time to really understand all the features and settings you can put into your pipeline. There are so many valuable filters that will help you maximize your productivity and results. **What problems is Pipeline CRM solving and how is that benefiting you?** I am calling the proper time zones at the right time. It helps me optimize my results. **Official Response from Ashley Whitney:** > We appreciate the review Kemily! We value your feedback and will take this into consideration with future product updates. ### 29. 8 years with Pipeline & extremely happy **Rating:** 5.0/5.0 stars **Reviewed by:** Angela D. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2021 **What do you like best about Pipeline CRM?** Made in the USA! Reliable, user-friendly, cost-effective. I can make suggestions to PLD online, chat or with a phone call. They are constantly improving. They always answer the call. No annoying automatic phone tree's to navigate! **What do you dislike about Pipeline CRM?** New search parameters need tweaking. They will fix it! **What problems is Pipeline CRM solving and how is that benefiting you?** I explain the CRM to my staff, "This is how we communicate without talking or emails, document, document, document." Unlimited data storage, activity fields, email tracking, calendar integrations are priceless for our busy office. ### 30. Pipeline- easy to use but not cross compatible with other apps. **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2021 **What do you like best about Pipeline CRM?** I like that you can book appoints with you can book me, and it goes straight into the calendar. **What do you dislike about Pipeline CRM?** The calendar doesn't sync reoccurring appointments with google calendar. The fields for the address do not auto-populate from a central address book. I'm always looking up zip codes. It should be able to pull customer information from other apps like basecamp or QuickBooks. It doesn't. The calendar appointment details do not hold formating and turn into one continuous paragraph when viewing. **What problems is Pipeline CRM solving and how is that benefiting you?** The main features used are adding new customers, and the calender feature where the appointments can be booked by our customers online through: You Can Book Me. ### 31. Un buen aliado para mi organización y control **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2021 **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. **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. **What problems is Pipeline CRM solving and how is that benefiting you?** It helps me see the information I leave each time I have contact with a client and thus maintain a fluid conversation. ### 32. Good Customizable Sales Tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2021 **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. **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. **What problems is Pipeline CRM solving and how is that benefiting you?** We started with just one sales team using it and now we have 7 teams using it. Data Management and reporting have improved tremendously. **Official Response from Ashley Whitney:** > 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! ### 33. Amazing tools to connect, and relevant with my Professional network! **Rating:** 5.0/5.0 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?** 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. **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. **What problems is Pipeline CRM solving and how is that benefiting you?** With quick and easy contact list exports, I'm able to send highly targeted and personalized email campaigns. ### 34. A great, flexible system from a responsive and customer-focused team. **Rating:** 5.0/5.0 stars **Reviewed by:** Jason C. | Sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **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. **What do you dislike about Pipeline CRM?** It can be a little frustrating developing or designing custom reports. **Recommendations to others considering Pipeline CRM:** Just do it. It is the best value for money CRM out there, in my opinion. **What problems is Pipeline CRM solving and how is that benefiting you?** Identifies sales personnel that are underperforming because of a lack of discipline. We are doing better with tracking sales activities. ### 35. Easy to Use...Tons of Tools! **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff L. | Territory Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **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 **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. **Recommendations to others considering Pipeline CRM:** Great support, easy to use. Can't go wrong **What problems is Pipeline CRM solving and how is that benefiting you?** The tasks and agenda allow me to keep better track of all my clients and their projects so I don't miss follow-ups. **Official Response from Ashley Whitney:** > Thank you Jeff for your feedback! We appreciate the feedback and opportunity to support you and your team. ### 36. I love Pipeline CRM better than all the rest! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2021 **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! **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. **What problems is Pipeline CRM solving and how is that benefiting you?** I love being able to quickly view the stages of my deals, run easy reporting, and rapidly create new deals and new people in the system. Pipeline is seriously the easiest CRM I have ever used and I love it! ### 37. I Like Pipeline **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** Intuitive, easy to navigate, tied to my outlook. Keeps records of last communication/interaction with customer. **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. **Recommendations to others considering Pipeline CRM:** Seamless integration with zoom info **What problems is Pipeline CRM solving and how is that benefiting you?** I use Pipeline CRM to track activities and give my boss reports and visibility. That way I don't have to drop what I do to give him a report. It's also a great way to document emails, calls, etc. **Official Response from Ashley Whitney:** > 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. ### 38. Easy to Utilize... **Rating:** 5.0/5.0 stars **Reviewed by:** Patti H. | VP of Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2021 **What do you like best about Pipeline CRM?** The ease of use, negotiating between leads and deals, tracking assignments, data and progress. **What do you dislike about Pipeline CRM?** Wish it tied to other outside email products. **What problems is Pipeline CRM solving and how is that benefiting you?** Keeping track of expected revenue for multiple events running simultaneously. It works as a great self-motivation tool to keep abreast of many leads at the same time in any direction. ### 39. Simple streamlined and powerful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **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. **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 **What problems is Pipeline CRM solving and how is that benefiting you?** We manage all of our business development efforts through the pipeline. The benefit is that our distributed team can easily see the history of interactions and who is responsible for what. ### 40. the process of managing incoming sales opportunities and tracking. **Rating:** 3.5/5.0 stars **Reviewed by:** Dhaval S. | Security Analyst, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2022 **What do you like best about Pipeline CRM?** the different stages of the lead's journey until **What do you dislike about Pipeline CRM?** It would be nice if it was easier to organize Mass Email lists and campaigns. **Recommendations to others considering Pipeline CRM:** the expected value you'll get from all opportunities. **What problems is Pipeline CRM solving and how is that benefiting you?** the stages that your sales rep goes through to convert a lead into a customer. ### 41. sales manager **Rating:** 5.0/5.0 stars **Reviewed by:** Jeremy H. | sales manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 28, 2021 **What do you like best about Pipeline CRM?** I like the simplicity of their platform. Other CRMs are challenging to navigate & I've been with Pipeline for over ten years, and I'm thrilled. **What do you dislike about Pipeline CRM?** They don't have a lot of support over holidays if something goes wrong. **What problems is Pipeline CRM solving and how is that benefiting you?** Keeping organized and track of my new & upcoming sales ### 42. On hand easy to use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** The amount of customization that PipelineDeals allows is for us as a company the most important feature. **What do you dislike about Pipeline CRM?** Being a Brazilian company and writing in Portuguese is essential to us. The difficulty that the software has in recognizing special characters such as: é á ç ã bother us. **Recommendations to others considering Pipeline CRM:** I recommend PipelineDeals and believe it delivers what it offers for a fair price. **What problems is Pipeline CRM solving and how is that benefiting you?** We want to keep our sales pipeline and also project deliverables accurate and PipelineDeals allow us to do that. ### 43. Pipeline review **Rating:** 4.5/5.0 stars **Reviewed by:** Richard A. | S, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** pipeline's ease of use is way better than any other CRM tool i have used **What do you dislike about Pipeline CRM?** reporting could be improved, or I could see use some additional training **What problems is Pipeline CRM solving and how is that benefiting you?** being able to effectively track activity and review and update my funnel quickly and easily ### 44. Very satisfied with Pipeline **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** Unlimited custom fields Great customer service Ability to move custom fields on individual user pages **What do you dislike about Pipeline CRM?** The lack of "and" & "or" in filtering capabilities Occasional delay in updating synced emails The daily limit of outgoing emails is inconvenient **What problems is Pipeline CRM solving and how is that benefiting you?** Creating specific marketing lists based on the information in our custom fields saves time and allows us to send and track campaigns easily. Availability of information in Person Details and other custom fields saves our staff time when working with students. ### 45. It’s reliable and easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Mid-Market (51-1000 emp.) **Reviewed Date:** January 27, 2022 **What do you like best about Pipeline CRM?** I really like the simplicity and how well structured it is. It enables multiple functions at one place! **What do you dislike about Pipeline CRM?** I would like a video with instructions for beginners, that will really help **Recommendations to others considering Pipeline CRM:** It's really good managing data and keep tracks If you are new user, you will really enjoy it! **What problems is Pipeline CRM solving and how is that benefiting you?** You can solve and organise the customer relationship managements and you can avoid errors on sales data ### 46. Pipeline is an organized and collaborative platform to keep all our data. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** I like how everything comes together simultaneously in one place in such an organized and simple way. **What do you dislike about Pipeline CRM?** There are some features that I would like to add, for instance when one person is editing, many others can edit the same text box, but it doesn't save everyone's edits. **Recommendations to others considering Pipeline CRM:** Pipeline provides a vast but simple and organized way to keep all records in one place. If you are looking to have many or even a single collaborator(s) keep a record, this is the platform to do it on. It links with websites and email accounts to provide an even better and connected experience. **What problems is Pipeline CRM solving and how is that benefiting you?** Everything is in one place in such a simple and organized way. ### 47. Great CRM Tool for a Growing Organization **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Management Consulting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** The system is easy to use and intuitive, so it requires very little training for the people using it. The email functionality and reporting capabilities are also outstanding. **What do you dislike about Pipeline CRM?** The list of integrations is growing but needs to improve in order to tie it in with other business systems. **What problems is Pipeline CRM solving and how is that benefiting you?** The system is a single source of the truth for our sales pipeline and revenue tracking. It has benefited us in terms of sales forecasting and revenue projections. ### 48. Great smaller company with all the bells and whistles **Rating:** 5.0/5.0 stars **Reviewed by:** Laurie N. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** I love that an actual person answers every call and can help or guide me every time without hesitation. They talk to you like a friend and know about your business because they actually care. They are constantly growing and changing with the times to add more features that are impactful in my business. **What do you dislike about Pipeline CRM?** Nothing, they have always been what I expect. **What problems is Pipeline CRM solving and how is that benefiting you?** Marketing campaigns and contact management. Their system is easy to use and learn. ### 49. Pipeline helps me plan my day **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2021 **What do you like best about Pipeline CRM?** Pipeline is easy to use, helps me organize my day and put all my communications in one place, so that I don't have to try to remember them. **What do you dislike about Pipeline CRM?** The only downside is some of the recent changes. **What problems is Pipeline CRM solving and how is that benefiting you?** It helps me keep up with my potential clients in a way that makes sense. I have been told that I am the best in the business and I am grateful to pipeline for helping me get there. ### 50. Pipeline Review **Rating:** 5.0/5.0 stars **Reviewed by:** Steve Z. | Investor, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2021 **What do you like best about Pipeline CRM?** The ease to use. It is very intuitive and packed with information to provide very quickly. **What do you dislike about Pipeline CRM?** I cannot think of anything I dislike at this time. **What problems is Pipeline CRM solving and how is that benefiting you?** We are tracking sales between each salesperson. ## 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=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-18+03%3A07%3A02+-0500&secure%5Bsession_id%5D=9d5e18f4-71fc-4904-bd96-2812f028fe0b&secure%5Btoken%5D=7b19fddbe108f01c5dcaa982ba249d8d2a456c43030a0f24328370b91bc01b9b&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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **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 **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **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 **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Pipeline CRM Alternatives - [Nutshell](https://www.g2.com/products/nutshell/reviews) - 4.3/5.0 (1,419 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 (24,668 reviews)