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Pipeline CRM Reviews & Product Details

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Pipeline CRM Demo - Pipeline CRM interface
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Pipeline CRM Demo - Pipeline CRM Kanban view
You can visualize your deals with the Kanban view
Pipeline CRM Demo - Pipeline CRM Leads View
You can visualize your leads, your way
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Reseñas de Pipeline CRM (947)

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Reseñas de Pipeline CRM (947)

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4.4
Reseñas de 948

Review Summary

Generated using AI from real user reviews
Los usuarios elogian constantemente la interfaz fácil de usar de Pipeline CRM, destacando su facilidad de uso y diseño intuitivo que simplifica la gestión de ventas. Muchos aprecian la gestión efectiva del pipeline de ventas y el soporte al cliente receptivo, lo que mejora su experiencia general. Sin embargo, algunos usuarios señalan que la plataforma tiene integraciones limitadas con aplicaciones de terceros, lo que puede restringir su funcionalidad.

Pros y Contras

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SS
Cybersecurity Engineer
Small-Business (50 or fewer emp.)
"Simplified Sales Management, Ideal for Small Teams"
What do you like best about Pipeline CRM?

I like Pipeline CRM because it's simple and easy to use. The visual pipeline makes it clear where each deal stands, and updating deal stages or adding notes doesn't take much time. It keeps things organized without feeling complicated, which helps the team stay consistent with follow-ups. I also appreciate the straightforward initial setup and the intuitive interface that allowed the team to start using it with minimal training. Integrating with our email system and calendar to sync communications and schedule follow-ups more easily keeps everything connected without switching between platforms. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Some advanced reporting and automation features are limited and deeper customization options would be helpful. For more complex sales workflows, it can feel a bit basic. Review collected by and hosted on G2.com.

Mohit P.
MP
SEO Analyst
Enterprise (> 1000 emp.)
"Streamlined Lead Management with Room for Growth"
What do you like best about Pipeline CRM?

I like Pipeline CRM for its organized approach to managing and tracking leads, which helps keep deals moving smoothly. Its simple and logical UI makes it quick to learn and reduces the need for extensive training. There are fewer complaints from the sales team because of this. The email sync feature is fantastic, automatically showing our Gmail emails in the CRM. Automation in Pipeline CRM is a big plus as it handles tasks like assigning follow-ups, sending sequences, or moving deals without manual intervention. Customization is another strong point; I can tailor fields, deal stages, forms, and data tracking to our needs. The setup was easier than expected, and they offer onboarding service, which facilitated the transition. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

It is good but some features have scope of improvement, basically if we need a deep integration, mobile app lacks some functionality, sometimes faces email integration glitches, third party integrations are limited, like HubSpot, Salesforce that makes it harder to sync data across marketing sales system. Review collected by and hosted on G2.com.

DA
Director of Operations
Logistics and Supply Chain
Small-Business (50 or fewer emp.)
"User-Friendly CRM with Great Support and Capabilities, But Needs Better Integrations and Performance"
What do you like best about Pipeline CRM?

The user-friendliness of the interface of Pipeline CRM is one of the most fundamental strengths that makes it a reliable solution.

Pipeline CRM gives us value for money because it leads us to the right clients and enables us to build rapport smoothly.

Its exceptional sales pipeline management gives our company a competitive edge.

On top of that, I am impressed by the speed at which the customer support team of Pipeline CRM responds to our questions. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

The third party integrations of Pipeline CRM are extremely limited, which limits us from maximizing the potential of this tool.

Additionally, we encounter performance challenges when using Pipeline CRM. Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

Dear Dorcas -

This is music to our ears! Thank you for taking time to review Pipeline CRM! Your comment regarding "value for money because it leads us to the right clients and enables us to build rapport smoothly" is very insightful - thank you for sharing this. I'm sorry to hear that our app library is limited for your business. We recognize integrations are critical to your CRM functionality, our Product team is always working to grow our library and make integration connections robust and easy to use.

So glad you're impressed by our Customer Experience teams -- we are proud to have them! Thank you again for your thoughtful review.

-Chelsea, Pipeline CRM

Cristian C.
CC
Administrador
Small-Business (50 or fewer emp.)
"User-friendly CRM with strong sales pipeline management"
What do you like best about Pipeline CRM?

Pipeline CRM is very intuitive and makes managing deals and contacts straightforward. I like the clear pipeline visualization, which gives a quick overview of opportunities and their status. The reporting is helpful for tracking sales progress, and the mobile app makes it easy to stay connected on the go. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

While the platform is easy to use, the customization options could be more advanced for companies with complex sales processes. Integration with some third-party apps is available, but expanding this further would add even more value. Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

Hi Cristian. We're so glad to hear you love Pipeline CRM! It sounds like your are experiencing all the great benefits we had in mind - making it easier to follow up with prospects, prioritize deals, and improve conversion rates as well as improving your team’s efficiency! Thank you for the thoughts on adding integrations. We have recognized this need and are actively working to grow our library of integrations! Thank you so much for taking time to leave us a thoughtful review.

- Chelsea, Marketing

Santhi Kumari K.
SK
Internship
Small-Business (50 or fewer emp.)
"Pipeline CRM?"
What do you like best about Pipeline CRM?

What I like best about Pipeline CRM is its clean, intuitive interface that makes managing sales pipelines simple and efficient. It’s designed specifically for sales teams, which keeps the focus on closing deals rather than navigating complex menus. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

What do you dislike about Pipeline CRM?

While Pipeline CRM is user-friendly, it lacks some advanced features that larger or more complex sales teams might need, such as robust marketing automation or deep analytics dashboards.

What is least helpful about Pipeline CRM?

The reporting features, though useful, can feel limited in terms of customization and visual insights. Also, integration options with third-party apps are more restricted compared to other CRMs like HubSpot or Salesforce.

What are the downsides of using Pipeline CRM?

Limited third-party integrations and APIs.

Basic reporting and analytics tools.

Fewer automation features for marketing or workflows. Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

Hi there! Thank you so much for taking time to lead a thoughtful and detailed review of your experience with Pipeline. We're so glad its made managing and tracking sales leads efficiently easier for you! Thank you for sharing your feedback regarding limitations of our reporting functionality -- this helps us improve our software. I will share it with our Product team. Thank you for being a valued Pipeline customer.

Peter G.
PG
Freight Broker
Small-Business (50 or fewer emp.)
"Review of Great CRM: Pipeline CRM"
What do you like best about Pipeline CRM?

I like Pipeline CRM because of follwing features:

1. Easy to use, easy to manage deals and prospects.

2. Easy to implement in already setup marketing plan.

3. Great customer support avilable.

4. Use daily to check deals and followups. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Till now I found nothing that I do not like about Pipeline. Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

Hello Peter! Thanks you so much for sharing your experience with Pipeline CRM! I'm so glad to hear that you love our great customer support, easy project management and marketing strategy execution! It's also an amazing feat to have minimized missed follow ups by 23%! Thank you for taking time to leave us a review!

- Chelsea, Marketing

MD
Marketing assistant
Mid-Market (51-1000 emp.)
"A unique standard platform for sales management"
What do you like best about Pipeline CRM?

It real time visibility into sales performance and forecast revenue Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

The customer support issue experienced such as slow response time and unhealthy representatives Review collected by and hosted on G2.com.

Manpreet  D.
MD
Sales executive
Mid-Market (51-1000 emp.)
"Simple, Effective CRM for Sales Teams"
What do you like best about Pipeline CRM?

I liked how easy it was to set up and start using Pipeline CRM. The interface is very clean and intuitive, which made onboarding my team quick and smooth. The pipeline view gives a clear picture of where every deal stands, and task management helps us stay on top of follow-ups. Custom fields and automation have been very helpful in tailoring the CRM to fit our sales process. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Limited reporting options and fewer integrations compared to some other CRMs. Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

Hello Manpreet. Thank you for taking time to review your experience with Pipeline CRM so far. We're thrilled to hear about how easy it's been to onboard your team! I will surface the the feedback around reporting and integration limitations to our Product team. Thank you again for your time in reviewing Pipeline CRM!

Chelsea, Marketing

HS
Marketing manager
Mid-Market (51-1000 emp.)
"A spectacular comprehensive CRM solution"
What do you like best about Pipeline CRM?

The sales automation that streamline sales task Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Mobile app automation such as app lacking in features compared to desk top version Review collected by and hosted on G2.com.

Verified User in Publishing
UP
Mid-Market (51-1000 emp.)
"Efficient Lead Management with Room for Interface Improvement"
What do you like best about Pipeline CRM?

What I like best about Pipeline CRM is its ability to organize leads, track progress, and manage client relationships efficiently. The dashboards and reporting features provide clear visibility into the sales pipeline. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

I find that some features can be a bit clunky or unintuitive, and the interface could be more streamlined for faster navigation. Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

Hello Valued but Anonymous Customer! Thank you for taking your time to review Pipeline CRM! We love to hear about the clear visibility into your sales pipeline - that's exactly what we had in mind when we designed it. I'm sorry to hear that you don't find our features and navigation as intuitive and streamlined as you would like. We have just rolled out a brand new user interface, and we are continuing to fine-tune it based on valuable user feedback like yours! Rest assured we strive to provide the best experience by implementing UX best practices using the most modern technologies.

Thanks again for your feedback!

- Chelsea from Pipeline

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Pipeline CRM Features
Contact & Account Management
Opportunity & Pipeline Mgmt.
Task / Activity Management
Email Marketing
Lead Management
Case Management
Customer Support Portal
Knowledge Base
Mobile User Support
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Pipeline CRM