--- title: Pipeline CRM Reviews meta_title: 'Pipeline CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 953 reviews by the users' company size, role or industry to find out how Pipeline CRM works for a business like yours. aggregate_rating: rating_value: 4.3 review_count: 953 scale: '5' date_modified: '2026-08-04' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Pipeline CRM Reviews **Vendor:** Pipeline CRM **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 953 ## About 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. ## Pipeline CRM Pros & Cons **What users like:** - Users praise the **ease of use** in Pipeline CRM, making it quick to learn and enhancing productivity. (9 reviews) - Users value the **intuitive interface** of Pipeline CRM, enhancing organization and efficiency with minimal training required. (6 reviews) - Users appreciate the **organized approach** of Pipeline CRM, allowing seamless management and tracking of leads and deals. (6 reviews) - Users appreciate the **user-friendly interface** of Pipeline CRM, making team onboarding and client management quick and efficient. (5 reviews) - Users highlight the **responsive customer support** of Pipeline CRM, appreciating quick assistance for their queries. (5 reviews) - Helpful (5 reviews) - Users appreciate the **organized approach to lead management** in Pipeline CRM, enhancing deal progression and team efficiency. (5 reviews) - Users appreciate the **helpful reporting features** of Pipeline CRM, which facilitate effective tracking of sales progress. (5 reviews) - Simplicity (5 reviews) - Efficiency (4 reviews) **What users dislike:** - Users find the **limited features** of Pipeline CRM hinder deep integrations and automation options, impacting overall effectiveness. (7 reviews) - Users find the **limited customization** options of Pipeline CRM inadequate for complex sales processes, hindering its effectiveness. (6 reviews) - Users face **integration issues** with Pipeline CRM, limiting functionality and causing challenges with third-party app connectivity. (5 reviews) - Users identify **missing features** , particularly in the mobile app and integration capabilities, limiting automation and syncing options. (4 reviews) - Users face **slow performance** with Pipeline CRM, especially during updates and due to limited third-party integrations. (3 reviews) - Users find **complex automation** a drawback, as it leads to increased manual tasks and limits customization options. (2 reviews) - Lack of Features (2 reviews) - Lack of Mobile Support (2 reviews) - Layout Issues (2 reviews) - Limited Functionality (2 reviews) ## Pipeline CRM Reviews ### 1. FarmQA use of Pipelines **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Most classes are linkable, so you can find dependencies and correlations. **What do you dislike about Pipeline CRM?** Too fixed architecture, for example, I can't add most current comments or notes per customer **What problems is Pipeline CRM solving and how is that benefiting you?** CMS and sales ### 2. Pipeline **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Pipeline is very user friendly, it helps me stay organized. **What do you dislike about Pipeline CRM?** There really is not much that I dislike. **What problems is Pipeline CRM solving and how is that benefiting you?** The best part is being able to keep our documents organized. ### 3. Excellent sales / deals tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Stan M. | Sales Administration, Construction, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2018 **What do you like best about Pipeline CRM?** The ability to customize the fields in a form and the form itself. Generally there is a way to customize it the way you want and filtering the tables is easy. **What do you dislike about Pipeline CRM?** It does tend to be process intensive - meaning it does sometimes sit for while and has crashed my browser a few times but otherwise it's not that big a deal. **What problems is Pipeline CRM solving and how is that benefiting you?** Organizing the deals, removing reliance on old excel spreadsheets. ### 4. Good solid CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2019 **What do you like best about Pipeline CRM?** Simplicity of the system; easily modified. **What do you dislike about Pipeline CRM?** Fields the must be filled out and some fields cannot be changed **What problems is Pipeline CRM solving and how is that benefiting you?** Keeping track of a wide range of projects ### 5. VP **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Logistics and Supply Chain | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2019 **What do you like best about Pipeline CRM?** I like the flexibility to add and remove fields. **What do you dislike about Pipeline CRM?** Lack of deal locking or permission settings. **What problems is Pipeline CRM solving and how is that benefiting you?** Improves our followup and retention ### 6. Great organizational tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Ease in which fields can be customized. **What do you dislike about Pipeline CRM?** The look is a bit bland for us. Other color coding would be nice. **What problems is Pipeline CRM solving and how is that benefiting you?** Keeping track of deals. ### 7. Very Helpful Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** I enjoy the visual ease of seeing my deals and being able to customize the fields so it is specific to my sales. I also enjoy the ease of looking at my goals and knowing where I stand on a monthly and annual basis. **What do you dislike about Pipeline CRM?** Sometimes I wish that we can edit notes through the quick edit screen instead of having to open the deal in its entirety. **Recommendations to others considering Pipeline CRM:** Love it! **What problems is Pipeline CRM solving and how is that benefiting you?** It isx easy to see which deals I have to work on and which deals are slipping away. I like the note feature because it allows others on my team to see the progress and latest details. ### 8. A CRM for every salesman on the road! **Rating:** 5.0/5.0 stars **Reviewed by:** Nick P. | Insurance & Financial Advisor, Insurance, Enterprise (> 1000 emp.) **Reviewed Date:** January 08, 2014 **What do you like best about Pipeline CRM?** Ease of use, versatility, great support **What do you dislike about Pipeline CRM?** It was the app, NOT any more!!! Limit of 25 custom fields for my level but I can live with it... **Recommendations to others considering Pipeline CRM:** Start NOW! No need to enter all customers before starting to use it. Make first call, enter first lead, close first appointment, enter first deal. It will grow on you! **What problems is Pipeline CRM solving and how is that benefiting you?** My organization issues are no more, data is where I need it to be: In my pocket! ### 9. Great tool for sales people **Rating:** 4.5/5.0 stars **Reviewed by:** Rachel G. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2018 **What do you like best about Pipeline CRM?** Being able to enter notes from my sales calls and tag my colleagues with follow up items **What do you dislike about Pipeline CRM?** The app is less user friendly and slightly more difficult to navigate **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline allows my team the ability to know what’s happening with all of my customers with out needing me to get the information for them and it keeps all of us in the loop when special deals are made ### 10. Good For Smaller Groups **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** All encompassing CRM solution for a growing sales group **What do you dislike about Pipeline CRM?** Some tasks take too many steps to complete **What problems is Pipeline CRM solving and how is that benefiting you?** Sharing info among my sales team ### 11. Perfect place to collect data for multiple user access **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Easy functionality, Good tool to use to interface sale and cs. **What do you dislike about Pipeline CRM?** Redundancy is data required is multiple fields **Recommendations to others considering Pipeline CRM:** None **What problems is Pipeline CRM solving and how is that benefiting you?** Reporting. Easy update capability. ### 12. Review of ease of usage **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** ,Data listing(s), added info , ability to imput docs **What do you dislike about Pipeline CRM?** cumbersome; just for me. Never had formal training. **Recommendations to others considering Pipeline CRM:** Get TRAINING **What problems is Pipeline CRM solving and how is that benefiting you?** Candidly, none. Few realized. ### 13. Wonderful Experience using Pipelinedeals **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer G. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2018 **What do you like best about Pipeline CRM?** I like that my emails to my customers can be directly uploaded in their Pipelinedeals file. It is great because when I do my follow up calls all my past communications are there for me to reference. **What do you dislike about Pipeline CRM?** I like everything there is nothing I dislike **What problems is Pipeline CRM solving and how is that benefiting you?** The reports I'm able to generate weekly have helped me stay in touch with my leads. This has increased productions and profits ### 14. I use Pipeline Deals every day **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Research | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2018 **What do you like best about Pipeline CRM?** The e-mail synch feature, and the ability to track communications in general. If working in a collaborative team, this is especially useful and helpful. Pipeline Deals gives structure to my Business Development activities. It allows me to keep an agenda of daily tasks, track communications, log sales/wins, and so much more. One of my favorite features of Pipeline Deals is that it is very customizable. You can add/edit/change the data you want to display and require. **What do you dislike about Pipeline CRM?** I wish the mobile app was better developed and more intuitive. Aside from that, no complaints! Their help staff is very responsive and helpful. **Recommendations to others considering Pipeline CRM:** Try it out!!! I'm confident it can meet your needs, or at least be customized to do so. **What problems is Pipeline CRM solving and how is that benefiting you?** I track all current and potential sales on Pipeline Deals. It helps me set reminders to follow-up with potential clients. ### 15. Pipeline Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** CRM, ability to hold our database easily **What do you dislike about Pipeline CRM?** Color Scheme. a bit drab and hard to look at all day **What problems is Pipeline CRM solving and how is that benefiting you?** Membership tracking ### 16. Keeping up with pending deals! **Rating:** 5.0/5.0 stars **Reviewed by:** Jon R. | Managing Partner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2018 **What do you like best about Pipeline CRM?** Pipeline Deals is easy to work with and easy to keep up with my ever changing business. **What do you dislike about Pipeline CRM?** The mobile version is a little clumsy, but getting better with every update. **Recommendations to others considering Pipeline CRM:** Give it a try **What problems is Pipeline CRM solving and how is that benefiting you?** We keep up with our contacts at customer level, use the system to make them aware of our changes and additions, and have utilized to maintain customers when we experience turnover. ### 17. Pipeline is an easy way to keep track of your clients and notes on interactions with them **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2018 **What do you like best about Pipeline CRM?** I like that you can record so many details about your client and the follow ups. **What do you dislike about Pipeline CRM?** The only thing i would change is maybe when you add changes is says who made the change for example address, phone, the details at the bottom. **Recommendations to others considering Pipeline CRM:** Keep up the great work! **What problems is Pipeline CRM solving and how is that benefiting you?** I am solving/ saving time on tracking down my last correspondence with my clients. ### 18. Pipeline is an excellent CRM that is up to date and great! **Rating:** 5.0/5.0 stars **Reviewed by:** Anthony D. | Business Development Manager, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2018 **What do you like best about Pipeline CRM?** I like the customer management aspect and the way it pushes you to sell more **What do you dislike about Pipeline CRM?** It doesn't interface with my gmail and the mobile app does not work too well **Recommendations to others considering Pipeline CRM:** Its easy to use **What problems is Pipeline CRM solving and how is that benefiting you?** it helps me track my numbers on a daily, weekly and monthly basis. I realized I can track my progress closer with notifications to my devices ### 19. Efficient, and Productive. Great experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Chris K. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** Pipeline allows me to effectively organize my contacts, companies, and deals. It is a huge help with marketing campaigns and tracking analytics. **What do you dislike about Pipeline CRM?** Nothing. I love Pipeline deals it is amazing. **Recommendations to others considering Pipeline CRM:** Do it! Stick with it. Review the aggregated stats. **What problems is Pipeline CRM solving and how is that benefiting you?** The deals help manage follow ups and lead generation. Keeping on point and in customers minds with daily follow ups. ### 20. Great product and unparalleled support staff! **Rating:** 5.0/5.0 stars **Reviewed by:** Sherry G. | Managing Director, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2018 **What do you like best about Pipeline CRM?** The support team is quick to respond to any questions/problems and are constantly looking for ways to improve the product. **What do you dislike about Pipeline CRM?** There are a lot of features that I could probably use but don't have the time to put into learning about them. **Recommendations to others considering Pipeline CRM:** Pipeline deals is easy to use and the support staff is fabulous. **What problems is Pipeline CRM solving and how is that benefiting you?** Customer and deal tiering. ### 21. Pipeline deals **Rating:** 4.0/5.0 stars **Reviewed by:** erin b. | office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** I enjoy running reports and filtering customers for the best sorting results. I also export to excel files so I can use other reports for the business. **What do you dislike about Pipeline CRM?** Sometimes it is complicated to add new customer. It's unclear if it should be under a business or new customer. **What problems is Pipeline CRM solving and how is that benefiting you?** Organizing customers for sales opportunities and reviewing sales for monthly goals ### 22. Pleasure to use this program **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** I really love the ease of use for this program - it's the easiest CRM I've used at work! I'm sure I don't use it to full capacity but I know it has the capability to do more than what our office needs. It's great for keeping track of customers and the stages of the sale we're at with them - **What do you dislike about Pipeline CRM?** haven't really found anything I dislike yet! **Recommendations to others considering Pipeline CRM:** easiest CRM program I've ever used! **What problems is Pipeline CRM solving and how is that benefiting you?** we're able to track the stages and progress from beginning to end - helps us keep track of our customers ### 23. Great inner office communication **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2018 **What do you like best about Pipeline CRM?** The facebook-like UI made this CRM very easy to learn how to use when we added it to our admissions team. **What do you dislike about Pipeline CRM?** Sometimes the integration with gmail would cause comments to double and clutter the comments but we figured out how to resolve that with their amazing customer service team. **Recommendations to others considering Pipeline CRM:** Definitely give it a chance, it's more appropriate in my opinion for non-educational use like sales for example. **What problems is Pipeline CRM solving and how is that benefiting you?** At the time our team was disconnected and we were able to set tasks and goals and increase accountability which really helped us build momentum. ### 24. One place for all your Deals **Rating:** 5.0/5.0 stars **Reviewed by:** Cynthia C. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 28, 2018 **What do you like best about Pipeline CRM?** I was introduce to PipelineDeals recently in my new job. They have been using it since forever! At first, I thought It was going to be hard to handle all features. After 2 months, I think is one of the best software tools out there. I love how easy is to manage the status of the deals and how you can saved the contact information and assigned to the specific deals. **What do you dislike about Pipeline CRM?** I haven't had any issue so far. I found some duplicated information bu that is because my supervisor entered that twice. **What problems is Pipeline CRM solving and how is that benefiting you?** My company manages districts all over the country. We don't have to CC our supervisor on every single email or informing the CEO every time we talked to our clients. We keep track our emails, webinars and in person visits in Pipeline and they can check that all the time. ### 25. Very easy to navigate and the most beneficial piece of software that i have ever used **Rating:** 5.0/5.0 stars **Reviewed by:** Jacob G. | Family Service Counselor, Mid-Market (51-1000 emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Pipeline CRM?** The ability to separate into different divisions and sort later. **What do you dislike about Pipeline CRM?** The inability to remove fields that I do not use **Recommendations to others considering Pipeline CRM:** Make good notes for yourself. Schedule tasks for yourself. **What problems is Pipeline CRM solving and how is that benefiting you?** keeping up with prospects. being able to recall all of the information on customers based on the notes that I have input. ### 26. Long time user **Rating:** 4.5/5.0 stars **Reviewed by:** Mike D. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2018 **What do you like best about Pipeline CRM?** It's simple to use and enter information. Plus I like the ability to customize templates. **What do you dislike about Pipeline CRM?** I'm not a big fan of the tiered pricing for additional functionality of the CRM. Our size and budget for the CRM limits our use. **Recommendations to others considering Pipeline CRM:** Its really simple to use and affordable **What problems is Pipeline CRM solving and how is that benefiting you?** Keeping track of all the conversations and tasks that are involved in each transaction makes us more efficient. ### 27. Great! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2018 **What do you like best about Pipeline CRM?** PipelineDeals helps me stay organized, initiate follow up at the right time and have a clear picture of what is in my pipeline at all times. The app also makes it convenient when I am out on the road. **What do you dislike about Pipeline CRM?** So far I haven't found anything I dislike. I used to use Salesforce so there was some adjustment needed to get used to this system but it is shaping up to be just as good. The reporting capabilities are the only thing I really have struggled with. **What problems is Pipeline CRM solving and how is that benefiting you?** Organization and follow up is critical in my industry and PipelineDeals helps me with both ### 28. Most userfriendly CRM, high adoption rate **Rating:** 4.5/5.0 stars **Reviewed by:** Hans-Guido R. | Manager, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2018 **What do you like best about Pipeline CRM?** Easy to set up. Contains a lot of functionalities, but still easy to use. Therefore quick adoption. Pipelinedeals also continiously improves the tool, adding functionalities, great. **What do you dislike about Pipeline CRM?** Better abilities to support specific process flows. **Recommendations to others considering Pipeline CRM:** We are very happy, tools delivers all we needed to manage our contacts and pipeline. **What problems is Pipeline CRM solving and how is that benefiting you?** Improved management of contact details. Huge improvement of the management of our sales funnel (pipeline). ### 29. Pipeline Deals Review **Rating:** 2.0/5.0 stars **Reviewed by:** Doug S. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Pipeline CRM?** Easy and intuitive to use. It was quick and easy to set up. I found that it was very customizable and easily adapted to our company. The web interface was easy and intuitive **What do you dislike about Pipeline CRM?** Didn' have advanced features like Salesforce does **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline management; follow up tickler, BD tasks ### 30. Easy to use and easy to keep focused on your sales pipeline **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Pipeline CRM?** Pipeline Deals is very easy to use, from day one- you need minimal training as everything you do makes sense. The tracking tools are easy to maintain and change as deals can quickly change in my business. It's easy to refer back to previous communications as your emails can be stored here, as long as you remember to blind copy. **What do you dislike about Pipeline CRM?** There's really not much I dislike. I would like my emails to automatically copy into Pipeline deals, sometimes I forget to blind copy pipeline deals so the email is not saved. **What problems is Pipeline CRM solving and how is that benefiting you?** Keeping track of the pipeline at a glance and production. ### 31. Great resource for building a customer database **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2018 **What do you like best about Pipeline CRM?** I like the way any email I send is attached to the customer file for quick reference **What do you dislike about Pipeline CRM?** Trying to search the email portion- Outlook is much easier for that purpose **What problems is Pipeline CRM solving and how is that benefiting you?** We are not losing track of new leads that need to be closed benefiting us with more revenue. ### 32. Simplistic & Organized **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Facilities Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2018 **What do you like best about Pipeline CRM?** From having experience with two other CRMS (Microsoft Dynamics & Salesforce) I believe Pipeline deals offers a more simplistic approach to keeping information organized and still offering all the benefits of a CRM. Pipeline has also provided me great support in times I have been stuck with using a feature I am not familiar with. **What do you dislike about Pipeline CRM?** I use to dislike the mobile app but they have recently made improvements. **What problems is Pipeline CRM solving and how is that benefiting you?** Keeping my sales organized with following up and what is hot to stay on top of. The green yellow red colors help filter through what is important and what can wait. ### 33. Simple and uncomplicated **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2018 **What do you like best about Pipeline CRM?** PLD is always adding features, most of which I can use. **What do you dislike about Pipeline CRM?** I wish I could do the following: Easily copy/paste a contact's mailing address. We do send a few things by usps. Tags for companies. Currently there are tags for People only. A simple way to create custom forms, letters, agreements within PLD. If there were a screen where you could create a template for a contract, form, letter, etc. and insert fields (name , address or any other fields from PLD) so you can save as a pdf or MS Word. **What problems is Pipeline CRM solving and how is that benefiting you?** Mostly track conversations with prospects and clients. ### 34. Pipeline keeps me organized **Rating:** 5.0/5.0 stars **Reviewed by:** Joe F. | Estimator, Consumer Services, Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Pipeline CRM?** Ability to customize my pipeline and the constant support,improvements and options. **What do you dislike about Pipeline CRM?** The latest update to the mobile app. It doesnt link to my maps , emails or phone when under a contact. I will check settings . **What problems is Pipeline CRM solving and how is that benefiting you?** Easy and user friendly, better tracking of deals and reminders to follow up. Higher close rate by prioritizing my opportunities by catagory. ### 35. Awesome Program! Very User Friendly! **Rating:** 4.0/5.0 stars **Reviewed by:** Maureen N. | Special Projects Coordinator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** Ease of use - regardless of experience level it is very user friendly. **What do you dislike about Pipeline CRM?** Nothing. It suites our needs better than most programs. **What problems is Pipeline CRM solving and how is that benefiting you?** We use the Tasks in lieu of paper phone messages and emails. It is so much more efficient and hold employees accountable. ### 36. Great experience in comparison to Salesforce.com **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Outsourcing/Offshoring | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2018 **What do you like best about Pipeline CRM?** I am able to annotate notes, conversations and follow-up dates that trigger next actions. Our team is now using the deals tab as our outlook tool. This save a lot of time over the old way of exporting deals into Excel then massaging the information. Easy to use, great organizer and time saver! **What do you dislike about Pipeline CRM?** I am using 1.0 at this time - not comfortable with 2.0. 2.0 is too busy and I am having problems finding the tools I use the most. **Recommendations to others considering Pipeline CRM:** Don't know **What problems is Pipeline CRM solving and how is that benefiting you?** Forecasting, scheduling follow-up activities ### 37. Organized, quick references, easy to navigate **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa B. | Estimator & Project Assistant, Design, Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2018 **What do you like best about Pipeline CRM?** The events and the option to push something out a day or 7. The agenda options to create your own lists are also a great feature **What do you dislike about Pipeline CRM?** That you can't personalize your main page even more **What problems is Pipeline CRM solving and how is that benefiting you?** Not forgetting a step in the sales process and project organization process and procedures ### 38. I use pipeline deals for tracking prospects and update info on current clients **Rating:** 4.5/5.0 stars **Reviewed by:** Marc F. | Business Development, Western Region, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2018 **What do you like best about Pipeline CRM?** Very organized, intuitive and extracting reports easily. **What do you dislike about Pipeline CRM?** Having to click on deals instead of that being my start screen. **Recommendations to others considering Pipeline CRM:** Yes **What problems is Pipeline CRM solving and how is that benefiting you?** Data management, being able to get custome reports on all my clients quickly and easily. ### 39. Awesome reporting. Easy to implement. Great customer service. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Design | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** The scalability. You can use it as is and you can customize it to your heart's content. You also get to speak to someone who is extremely knowledgeable each time you call for support. **What do you dislike about Pipeline CRM?** I'd like more conversion percentage reporting. **What problems is Pipeline CRM solving and how is that benefiting you?** Knowing the sources in which we are getting the most business (and the sources we should be focusing on). Seasonability reporting. Conversion of leads to sales. Types of services clients want from us. ### 40. PipelineDeals – powerful CRM and campaign management tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Pipeline CRM?** I love the fact that PipelineDeals is able to help me manage my database and allow me to campaigns easily and effectively. **What do you dislike about Pipeline CRM?** If there's anything that I dislike, I can't restore old users. I need to create new users as means to restore old users. **Recommendations to others considering Pipeline CRM:** It's a great investment especially if you're trying to gain visibility across your sales teams. **What problems is Pipeline CRM solving and how is that benefiting you?** As part of a sales team, PipelineDeals helps/helped me manage my sales pipelines by allowing me to see detailed activities regarding my deals or my prospects. ### 41. The software is excellent and very user friendly. **Rating:** 5.0/5.0 stars **Reviewed by:** Glenn M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2018 **What do you like best about Pipeline CRM?** The ability to enter detailed information on each new person added to the files. Can enter multiple contact numbers and addresses. **What do you dislike about Pipeline CRM?** I do not use the agenda at all. I use the activities area extensively. There are no other dislikes. **Recommendations to others considering Pipeline CRM:** Great sales support **What problems is Pipeline CRM solving and how is that benefiting you?** It makes contacting customers easier. ### 42. Good Sales Organization Software **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandra B. | Onboarding Manager, Logistics and Supply Chain, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2018 **What do you like best about Pipeline CRM?** I like that you can customize just about everything. I like that I'm able to see all if people have read your emails or not. You can see how many times the client opened an email. I also like that I can keep all of my sales templates on the connect side of the portal. Having my email connected to the software makes the program much more effective. **What do you dislike about Pipeline CRM?** I dislike that you have to add a deal to a company. The company info isn't in the same place as the deal. You have to add the deal to a company etc. **Recommendations to others considering Pipeline CRM:** You can use this to program to see who is looking at your sent emails. You can see how many times it has been read. **What problems is Pipeline CRM solving and how is that benefiting you?** Communication between salespeople, client onboarding, and other departments. We have improved communication with all departments within my fulfillment center. We are also using this software to send and track sales leads. This has become our only software for sales. Having to type something in this review to get the dang Amazon Card is crazy. I'm trying to fill in as many words as I can right now to complete your 300 word minimum. This is crazy, this is crazy, this is crazy to ask someone to do this to successfully complete a review. I don't have time for this and you shouldn't ask people to do this. Blah blah . ### 43. Pipeline is wonderful! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly V. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Pipeline CRM?** Very user friendly and simple. The customer service is awesome as well. **What do you dislike about Pipeline CRM?** I don't like that when you search for a client in the search bar, unless you spell it exactly correct, it was produce results. **Recommendations to others considering Pipeline CRM:** I've used a more in depth CRM before with more tools and resources. While this CRM doesn't have all those some tools, it's simple and does the job just right. **What problems is Pipeline CRM solving and how is that benefiting you?** Keeping track of our customers in a timely manner and in turn improving our own customer service. ### 44. Great Flexible Product **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Pipeline CRM?** I like the fact that we can make changes to the CRM based on what we need from it for data colections. **What do you dislike about Pipeline CRM?** There are still some limiting factors on what we can do but we usually have work around. **What problems is Pipeline CRM solving and how is that benefiting you?** It allows our sales force to coordinate their efforts both on the inside and outside sales. We utilize it for tracking high profile customers and jobs. ### 45. Quality Product with Tremendous Support Staff **Rating:** 4.0/5.0 stars **Reviewed by:** Grant H. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 24, 2018 **What do you like best about Pipeline CRM?** The easy-to-use interface that can be customized to fit multiple business types. **What do you dislike about Pipeline CRM?** The occasionally slow developer updates and improvements and lack integrations with Power BI are my strongest objections. **What problems is Pipeline CRM solving and how is that benefiting you?** Organization, Tracking, Transparency, Efficiency have all improved is using this supportive and simple CRM. ### 46. Pipeline **Rating:** 5.0/5.0 stars **Reviewed by:** Lori R. | Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** How it holds all of you files and communications with the customer **What do you dislike about Pipeline CRM?** That it put emails from customers as a different company if something is different **What problems is Pipeline CRM solving and how is that benefiting you?** Deals forcasts history ### 47. Pipe of cash **Rating:** 4.0/5.0 stars **Reviewed by:** Mark L. | President, Construction, Small-Business (50 or fewer emp.) **Reviewed Date:** August 28, 2018 **What do you like best about Pipeline CRM?** We use the revenue from source feature, primarily. **What do you dislike about Pipeline CRM?** Agenda feature is worthless to me, it would be better if it linked to my calendar. **What problems is Pipeline CRM solving and how is that benefiting you?** Job board, we can quickly see where potential revenue is coming from ### 48. Simple and powerful sales management **Rating:** 4.5/5.0 stars **Reviewed by:** Greg D. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2018 **What do you like best about Pipeline CRM?** The entire platform is intuitive and easy to navigate -- even for sales people without attention to detail! **What do you dislike about Pipeline CRM?** We wish it had project management capabilities or applications. **What problems is Pipeline CRM solving and how is that benefiting you?** Tracking all incoming leads through the lifetime from prospect to client. ### 49. What I know is that it's a good program and my first experience with CRM. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Small-Business (50 or fewer emp.) **Reviewed Date:** December 06, 2018 **What do you like best about Pipeline CRM?** Well, what CRM offers, the exchange of information, easy communication, now to highlight something special, I have nothing to compare PipelineDeals with, for me it's great. **What do you dislike about Pipeline CRM?** There are some small issues, I can't properly segment the products with the customers as well as the number of products. **What problems is Pipeline CRM solving and how is that benefiting you?** I have information on what I did at which company or what any of my colleagues did. We have traceability and analytical capability. ### 50. CRM software **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** Very simple and straight forward interface. Clear. Intuitive. Great tool for sales teams **What do you dislike about Pipeline CRM?** Limited functionality related to complete sales process. **What problems is Pipeline CRM solving and how is that benefiting you?** Sales team management ## Pipeline CRM Discussions - [How do I get a buy-in from my sales team to move from spreadsheets or another CRM to PipelineDeals?](https://www.g2.com/discussions/sales-429826f6-108a-4343-afd8-da1ba60ec905) - 5 comments, 2 upvotes - [What’s the cost like?](https://www.g2.com/discussions/roi-e395b7b9-e575-47ee-8ff6-f26eab4fcbe1) - 3 comments, 1 upvote - [How long does it take to implement a new CRM?](https://www.g2.com/discussions/sales-7f9b5c30-aa72-47e1-ab29-b622df8ae5e3) - 4 comments, 1 upvote - [View Pipeline CRM pricing details and edition comparison](https://www.g2.com/products/pipeline-crm/reviews?page=94§ion=pricing&secure%5Bexpires_at%5D=2026-08-06+06%3A47%3A46+-0500&secure%5Bsession_id%5D=c6bd6595-0468-4599-8ab4-0988a4ae2bec&secure%5Btoken%5D=0f744779d2a249890ebd8f7001c7e7176ba1aab88272f14197c5f5d6fb641e60&format=llm_user) ## Pipeline CRM Integrations - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) ## Pipeline CRM Features **Sales Force Automation** - Contact & Account Management - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Agentic AI - Google Workspace for Sales** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Sales Analytics** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Third-Party Integrations - CRM Integration **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Data Sourcing** - Data Sourcing - Exporting & Sharing Data - Multi-Device Data Visualization - Interactive Dashboards - Data Segmentation **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Predictive Analytics** - Lead Scoring - Opportunity Scoring - Risk Analysis - Live Forecasting - Budgeting/Forecasting - Correlation Analysis - Competitive Analysis - Sales Trend Analysis - Statistical Analysis **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting - Sales Reports - Incentive Management **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking - Predictive Analytics - Visual Analytics - Task Management - Contact Management - Lead Management - Opportunity Management - Workflow Management **Administrative** - Integration - Employee Structure - Behavior Monitoring **Additional Functionality** - Dynamic Modeling - Lead Qualification - Lead Capture - Real-Time Reporting - Contact Database - API - Reporting & Statistics - Role-Based Permissions - Collaboration Tools - Dashboard Creation - Modeling & Simulation - Exception Reporting - Generative AI - Sales Reports - Performance Metrics - "What If" Scenarios - Customizable Reports - Data Import/Export - AI Copilot - Graphical Data Presentation - Drag & Drop - Access Controls/Permissions - Alerts/Notifications - Business Process Control - Multi-Currency - Pipeline Reports **Additional Functionality** - Generative AI - Gamification - Real-Time Updates - Employee Reward Programs - Employee Management - Ongoing Performance Tracking - Benchmarking - Commission Management - For Sales Teams/Organizations - Performance Metrics - Sales Planning - Single Sign On - Performance Management - Forecasting - Quota Planning - Accounting - Workflow Management - Compliance Management - User Management - Rewards Points - Organizational Charting - AI Copilot - Access Controls/Permissions - Customizable Branding - Milestone Tracking - Territory Management - Performance Appraisal - Calendar Management - Alerts/Notifications - Sales Onboarding & Training - Employee Recognition - Reporting/Analytics - Ratings/Reviews - API - Feedback Management - Training Management - Goal Management - Assignment Management - Lead Scoring - Search/Filter - Electronic Signature - Collaboration Tools - Kanban Board - Email Management - Commenting/Notes - Data Import/Export - Prospecting Tools - Interaction Tracking - Product Catalog - Live Chat - Sales Pipeline Management - Appointment Scheduling - Email Templates - Event Triggered Actions - Transfers/Routing - Activity/News Feed - Lead Management - Revenue Management - Document Management - Task Management - File Sharing - Mobile Access - Reminders - Mobile App - Call Logging **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting ## Top Pipeline CRM Alternatives - [Nutshell](https://www.g2.com/products/nutshell/reviews) - 4.3/5.0 (1,420 reviews) - [Copper](https://www.g2.com/products/copper/reviews) - 4.5/5.0 (1,125 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,680 reviews)