---
title: PipelineManager Reviews
meta_title: 'PipelineManager Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how PipelineManager works for a business like yours.
aggregate_rating:
  rating_value: 3.5
  review_count: 2
  scale: '5'
date_modified: '2026-06-21'
parent_category:
  name: Oil and Gas
  url: https://www.g2.com/categories/oil-and-gas
---


# PipelineManager Reviews
**Vendor:** Energy Solutions International  
**Category:** [Other Oil and Gas Software](https://www.g2.com/categories/other-oil-and-gas)  
**Average Rating:** 3.5/5.0  
**Total Reviews:** 2
## About PipelineManager
PipelineManager is a solution that provides the ability for your data to be displayed in a single location with secure, controlled access to data from multiple applications, presented in an at-a-glance format, and more.




## PipelineManager Reviews
  ### 1. Pipeline manager review

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Environmental Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 18, 2019

**What do you like best about PipelineManager?**

This solution allows insurance professionals to manage leads and opportunities, including “x-date prospects” who are few days or months from their next insurance renewal and therefore most open to receiving a price quote from another agency. This helps producers focus on selling and cross-selling, while giving managers insight into the sales pipeline with sales reports and dashboards. It also allows users a range of options to import contact data.

**What do you dislike about PipelineManager?**

Producer Advantage, Vertafore’s native mobile app for iOS and Android, also allows sales reps to view, edit and add prospects, opportunities and notes while in the field.

**What problems is PipelineManager solving and how is that benefiting you?**

Pipeline manager has been a great help in my work. 

  ### 2. Optimizing profits 

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Cosmetics | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 31, 2019

**What do you like best about PipelineManager?**

The forecast helps the efficient planning to maximize profits most effectively 

**What do you dislike about PipelineManager?**

Not always accurate, so if I was fully reliant would cause problems 

**What problems is PipelineManager solving and how is that benefiting you?**

Although it isn’t always accurate, most of the time I can gauge it off past and future reading 


## PipelineManager Discussions
  - [What is PipelineManager used for?](https://www.g2.com/discussions/what-is-pipelinemanager-used-for)

- [View PipelineManager pricing details and edition comparison](https://www.g2.com/products/pipelinemanager/reviews?open_modal_url=%2Fproducts%2Fpipelinemanager%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fpipelinemanager%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-12+18%3A20%3A48+-0500&secure%5Bsession_id%5D=54a2f7fc-f2d9-47a6-91c7-d75366f84ea9&secure%5Btoken%5D=e44e9fdf9e27abd0fa1a0ab63f73a325aed2b6f08a830ab786bdaed75c614fa0&format=llm_user)

## PipelineManager Features
**Additional Functionality**
- Compliance Management
- Inventory Management
- Logistics Management
- Resource Management
- Role-Based Permissions
- Forecasting
- Data Visualization
- Real-Time Monitoring
- Mobile Alerts
- Data Synchronization
- Data Import/Export
- Audit Management
- Workflow Management
- Invoice Management
- Maintenance Management
- Activity Tracking
- Customizable Fields
- Scheduling
- Multi-Location
- Forms Management
- Inspection Management
- API
- Data Analysis Tools
- Offline Access
- Reporting & Statistics
- AI Copilot
- Job Costing
- Real-Time Updates
- Generative AI
- Third-Party Integrations
- Real-Time Data
- Field Mapping
- Production Management
- Accounting
- Work Order Management
- Equipment Management
- Project Management
- Customizable Reports
- Document Management
- Job Management
- Asset Tracking
- Mobile Access
- For Oil & Gas

**Agentic AI - Oil and Gas Back Office**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Decision Making

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