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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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Pipeline CRM Reviews

Review Filters
Profile Name
Star Rating
600
277
52
15
9
Verified User in Computer Software
AC
Verified User in Computer Software
04/28/2026
Validated Reviewer
Review source: Thank You page

Reliable CRM with Excellent Support and Evolving Features

I really value Pipeline CRM's continual evolution over the 10 years we've used it, as they've been very progressive in adding new features. I also find their support to be the best, which makes a big difference. I appreciate the automated campaigns feature, as I can set campaigns and call agenda triggers in advance, saving me a lot of time. The integration with Slack is particularly useful for keeping everyone updated on progress and wins across the office. I found the initial setup easier than with Salesforce. I really like the team at Pipeline CRM; although there are bigger programs out there, their product is growing really well.
Brandon  L.
BL
Brandon L.
--
04/28/2026
Validated Reviewer
Review source: Organic

Easy to Use, Fast Insights, and Great AI at an Affordable Cost

The overall ease of use and how your able to train new users. I enjoy the how fast I am able to receive the information that I need that helps move forward. The total cost for the system is affordable. I have enjoyed using this with others and the AI aspect of the system is great
Kelley A.
KA
Kelley A.
Strategic Client Success Manager at Source Advisors Partnering with Accounting Firms and Company Leaders to Maximize Their R&D Tax Credits, §179D, Cost Segregation & LIFO
04/28/2026
Validated Reviewer
Review source: G2 invite
Incentivized Review

Effortless Lead Generation, Powerful Reporting

I like Pipeline CRM because it allows me to generate valuable reports and have all the information I need at my fingertips. I can easily export these reports into an Excel file to reach out to prospects, which is really convenient. The initial setup was also very easy, making the whole process smooth.

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