![Robert Cash M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Robert Cash M.") RM Robert Cash M. Vice President of Sales & Marketing Small-Business (50 or fewer emp.) 10/26/2021 More Options - - [Respond as Pipeline CRM](https://www.g2.com/survey_responses/pipeline-crm-review-5080211/official_response/new) "EXCELLENT CRM with SALESFORCE CAPABILITIES at a REASONABLE PRICE" 5/5 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.... Review collected by and hosted on G2.com. What do you dislike about Pipeline CRM? It would be nice if it was easier to organize Mass Email lists and campaigns. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller 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)