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Pipeline CRM Reviews & Product Details - Page 2

Pipeline CRM Overview

What is Pipeline CRM?

Pipeline CRM is a sales-first CRM designed to help teams close deals faster, automate processes, and drive predictable revenue growth. Our platform eliminates time-consuming admin work with powerful automation, seamlessly moving leads from prospect to customer. With an intuitive interface and highly customizable workflows, sales teams can focus on selling—not data entry. What makes Pipeline CRM different? Our award-winning Customer Support sets us apart. In 2024, we achieved a 98% customer satisfaction rating, with real human support available in minutes via live chat. Plus, our built-in AI Email Assistant, Smart Agenda, and automated sales workflows make managing deals easier than ever. From custom lead tracking to advanced sales reporting and forecasting, you’ll have all the tools you need to scale your business effortlessly. Trusted by 9,000+ users in 60 countries, Pipeline CRM is built for sales teams that want a simple yet powerful CRM that grows with them. Sign up for a 14-day free trial today and see why teams choose Pipeline to accelerate sales!

Pipeline CRM Details
Product Website
Languages Supported
English
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Product Description

Pipeline CRM is the first sales productivity platform to combine sales engagement and CRM in one simple app

How do you position yourself against your competitors?

Most sales leaders believe their growth is affected by having inaccurate and incomplete sales data. Imposing a CRM that makes tasks more difficult for sales reps will lead to low CRM adoption. Choose a CRM that your sales team will actually use so you can make business decisions based on data you trust, not a gut feeling. Pipeline CRM is the most adopted CRM with 83% user adoption, compared to 76% adoption by Salesforce or 61% adoption by Dynamics 365 (validated by G2Crowd).


Seller Details
Company Website
Year Founded
2006
HQ Location
Seattle, WA
Twitter
@PipelineDeals
2,924 Twitter followers
LinkedIn® Page
www.linkedin.com
32 employees on LinkedIn®
Phone
+1 (866) 702-7303
Description

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/.


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Pipeline CRM Integrations

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Verified by Pipeline CRM

Recent Pipeline CRM Reviews

GM
Gabriel M.Small-Business (50 or fewer emp.)
5.0 out of 5
"could not access my saved deals lists"
visibility to all aspects of our business deals
Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Great customer service, quick responses"
I like the customer support features and the fact I can view when customers open emails.
RK
Ray K.Small-Business (50 or fewer emp.)
4.5 out of 5
"Incredibly helpful!"
It makes my life so much easier! So helpful to me!

Pipeline CRM Media

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Video Reviews

937 out of 938 Total Reviews for Pipeline CRM

4.4 out of 5
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937 out of 938 Total Reviews for Pipeline CRM
4.4 out of 5
937 out of 938 Total Reviews for Pipeline CRM
4.4 out of 5

Pipeline CRM Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Pipeline CRMQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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G2 reviews are authentic and verified.
EO
instal support specialist
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Pipeline CRM?

This service is hitch free and easy to navigate Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

I havent found yet as i am still getting familiar. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

orderliness Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

Hi Emmanuel. Thank you for taking the time to leave us a review! We have an extensive Knowledge Base to help you navigate and learn our platform, as well as a great Customer Care team. You can chat them and get a prompt response with any questions you may have. Thank you for being a Pipeline customer!

BG
Office Administrator & Assistant to the Territory Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Pipeline CRM?

You can stuff so much information into one page, also like their Ideas category to add ideas that they may add! I love the ability to customize and add as much information ! Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

If it's an old company with many uploaded it's hard to find the forms you need. It can take a few hours. I've sent them an idea about adding a view key to see what the document looks like rather than having to open something fully. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

They are adding new ways to stay organized which is very thoughtful and awesome as a company. The more ways they can do this it will help benefit everyone! Its been easier for everyone since they updated! Review collected by and hosted on G2.com.

Response from Ashley Whitney of Pipeline CRM

Thank you for your feedback, Brooke. We're so happy to hear our Feature Idea's Portal is one of your favorite parts of your experience. We too are very excited to have a direct line to our product & engineering teams for our customers. I will take your dislike items to the team via our Ideas Portal to see what we can do there.

VA
Delivery Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Pipeline CRM?

The platform offers a nice user inerface where we can create the dashboard including the checklist as per the requirement. It helps our team to understand the pipeline and set the targets accordingly. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Although the interface is quite impressive, addition of more feature like multiple colour option for individual person in calendar will surely help to create visualized dashboards Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

Pipeline CRM team is extremely supportive and solves any query you have, Sales tracking is easy nowadays while using this platform. Review collected by and hosted on G2.com.

TH
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
(Original )Information
What do you like best about Pipeline CRM?

Easy To use, multiple ways to accomplish storing info. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

It would be nice if you could connect people, by relationships. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

Follow Up/Job Tracking - nothing falls thorugh the cracks as long as the people do the work. We got our CRM synced to email and it messed up ALL our deals. I was told the only to fix this was go through them 1 at a time. I have tried to get our contact that was helpful to meet with us several times to figure out how we can deal with it and crickets. Review collected by and hosted on G2.com.

VP
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Pipeline CRM?

It has the overview of the transaction and interaction with customer, it boosts the sales and marketing of the company. It has the information of the customer needed for sales. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

It doesn't show the recording when it's connected to the personal phone number tho it's understandable. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

It consolidates the contact information, the interaction between us and our customers and marketing of the company for them. It helps me to easily work on each customer. Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

Hi Via, thank you so much for taking time to express your satisfaction with Pipeline and sharing some insights. We're so glad to hear it helps streamline your sales management and enhances your visibility. We appreciate your business and look forward to a continued partnership!

Verified User in Legal Services
AL
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Pipeline CRM?

What I like most about the CRM is that the user interface is very flexible. You can choose what layout you want, what fields to include or not and standardize it accross your teams. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

The biggest drawback to this CRM is the lack of third party software that integrates natively with it. If your tech stack includes a lot of 3rd party tools, this might not be the best fit. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

Pipeline is the main hub for our sales team. We use an external dialer that syncs to the CRM for data capture. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
UM
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Pipeline CRM?

It's an easy to use software compared to other CRM products. It easily integrates into my existing flow without much hassle. It has a good customer support Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Aly ought the customer support is good. It can improve. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

It has strangled out CRM process and help eliminate reducnancy Review collected by and hosted on G2.com.

Response from Chelsea Santo of Pipeline CRM

Hello. My name is Chelsea and I'm the Product Marketing Manager for Pipeline CRM. Thank you so much for taking the time to leave us a thoughtful review!

We're very interested to hear your thoughts on how Pipeline can improve our Customer Support. Please send any feedback for improvement to CustomerCare@pipelinecrm.com.

Thank you again!

- Chelsea

NC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best about Pipeline CRM?

I like the simplicity of the process and that I am able to get an overview of all the updates and progress in one or a few pages. Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Having to manually do every step, needs automation options. Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

It makes getting leads seamless and efficient. Review collected by and hosted on G2.com.

MM
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Pipeline CRM?

Easy to use and easy for new people to learn. Love that you can automate different tasks for different people Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

There really isn't much to dislike about pipeline Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

Keeps everyone and everything on the same page very easy to run reports Review collected by and hosted on G2.com.

SM
Coordinator
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Pipeline CRM?

Easy to create a Dashboard, Include Checklist, Provides trigger when deals are all set Review collected by and hosted on G2.com.

What do you dislike about Pipeline CRM?

Difficult to set condition for automation for Email notification and Trigger, Difficult to navigate the Dashboard with a few misclicks, UI could be better

there is no integrity in the system Review collected by and hosted on G2.com.

Recommendations to others considering Pipeline CRM:

E-Mail Notification Review collected by and hosted on G2.com.

What problems is Pipeline CRM solving and how is that benefiting you?

Current project requires multiple checklists that need to be reviewed before so easy to keep track of it. Review collected by and hosted on G2.com.