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Pipeline CRM

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953 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.3
Serving customers since
2006
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600
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9

Pipeline CRM Reviews

Review Filters
Profile Name
Star Rating
600
277
52
15
9
Aryan S.
AS
Aryan S.
07/28/2026
Validated Reviewer
Review source: Organic

Intuitive CRM, Smooth Navigation

I like Pipeline CRM for its easy UI, which makes it easy to navigate through features. It helps me nurture and automate lead stages efficiently. It also assists in mapping out the entire customer journey. Even though the initial setup was difficult, now it's easy and works fine.
Ishan S.
IS
Ishan S.
05/27/2026
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Keeping Follow Ups, Tasks, Timelines, and Daily Workflow More Under Control

What I like about Pipeline CRM is that managing tasks, follow-ups, reminders, and daily activities feels properly organized without making the work confusing. I work as a Dietician & Nutritionist and also create health education content for social media, so I regularly use it for consultation follow-ups, wellness discussions, progress tracking, and content planning during daily work. Creating tasks, checking pending and completed activities, updating follow-ups, and managing reminders feels simple during busy schedules. I also like that pipelines, timelines, activity tracking, and task management stay connected together, which helps keep different healthcare and educational activities arranged from one place. The dashboard and task sections are easy enough to understand during regular use, and switching between activities, timelines, and follow-up lists feels smooth most of the time. Features related to task tracking, reminders, pipelines, priorities, statuses, and workflow management fit naturally into my regular workflow without making things messy. The platform feels smooth during regular use and switching between tasks, timelines, pipelines, and activity sections does not feel slow most of the time. Updating follow-ups, checking reminders, and managing daily activities feels comfortable even while handling multiple tasks together during busy schedules. Overall, Pipeline CRM has been useful for keeping healthcare follow-ups, educational planning, and daily work activities more organized and easier to manage.
Verified User in Oil & Energy
AO
Verified User in Oil & Energy
05/22/2026
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Sales-Focused, Easy-to-Use CRM with Strong Pipeline Customization and Reporting

The best thing I like about this platform is it is very much sales focus and easy to use I also like it since it is helping us right from managing leads contact deal activities and follow all in a single place all these things been done without making the CR much complicated their pipeline view customization options and other integrations and reporting tools are very much helpful for our sales team who warns better visibility and control over their sales process also there module based lead attributes such as contact companies and deals are very much defined which is helping us to highly customize the deal pipeline and contact life cycle stage parallelly.

About

Contact

Phone:
+1 (866) 702-7303
HQ Location:
Seattle, WA

Social

@PipelineDeals

What is Pipeline CRM?

Pipeline CRM is a customer relationship management software designed to streamline sales processes and enhance team collaboration. It offers features such as pipeline management, task automation, and reporting tools, enabling businesses to manage their customer interactions effectively. The platform is user-friendly and customizable, catering to the needs of various industries. For more information, visit their website at https://pipelinecrm.com/.

Details

Year Founded
2006
Website
pipelinecrm.com