AL Andy L. Director of Marketing Small-Business (50 or fewer emp.) 11/28/2018 More Options - - [Respond as Pipeline CRM](https://www.g2.com/survey_responses/pipeline-crm-review-1255336/official_response/new) "Very solid, flexible, easy to use CRM" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Rating Updated (3/4/2022) Current UserValidated ReviewerSource: Organic See what 911 reviewers think of Pipeline CRM 4.3 out of 5 ยท Verified reviews from real users [ Read all reviews ](https://www.g2.com/products/pipeline-crm/reviews)