Pipeline CRM Pros and Cons

Ease of use, ease of implementation/integration, reporting functionalty, support team Review collected by and hosted on G2.com.

No major dislikes. There are some sales metrics that I wish Pipeline could calculate on its own but I'm not aware of any other CRM that can do them. Review collected by and hosted on G2.com.

Keeping everything in small digestible chunks. You know exactly what you have to do every day Review collected by and hosted on G2.com.

Easy to get lost in the weeds and have overdues pile up Review collected by and hosted on G2.com.

This is very helful for the integeration and maging the sales Review collected by and hosted on G2.com.

It's has some demerit like being sllwer sometimes Review collected by and hosted on G2.com.

as mentioned i like the reporting and analytics, integration capabilites,Customization and Scalability tools Review collected by and hosted on G2.com.

what i dislike about it is Over-reliance on Automation, Customization Limitations but still i like the Pipeline CRM overall. Review collected by and hosted on G2.com.

It's very user friendly and has all the necessary tools to maintain the clients record. Review collected by and hosted on G2.com.

Nothing as such as of now but yes it's ui & ux can be enhanced. Review collected by and hosted on G2.com.

Easy to use and easy to learn. Great customer support Review collected by and hosted on G2.com.

Can't have more than one account manager per customer Review collected by and hosted on G2.com.

What I appreciate most about Pipeline CRM is its user-friendly interface, which significantly enhances my overall experience. Navigating the system is a breeze, and the intuitive design allows me to seamlessly attach files, jot down notes, and effortlessly create custom fields tailored to my specific needs. The web-based platform adds a layer of convenience, enabling me to access and manage my data from any location with an internet connection. One standout feature is the absence of contact limits, providing the flexibility to grow and scale without the constraints often imposed by other CRM systems. This not only accommodates my current requirements but also future-proofs my usage as my needs evolve. Pipeline CRM's commitment to simplicity, coupled with its versatile capabilities, makes it an indispensable tool for streamlining my workflow and optimizing my customer relationship management processes. Review collected by and hosted on G2.com.

One aspect of Pipeline CRM that I find less than ideal is the limited range of integrations with other service providers. The platform's ecosystem lacks compatibility with various third-party tools and services, which can be a drawback when seeking a seamless integration of workflows across different platforms. In the financial services industry, where interoperability is crucial, the relatively lower recognition of Pipeline CRM among other service providers poses a challenge. Review collected by and hosted on G2.com.

That it can sync up to my emails or that I can BCC to pipeline CRM Review collected by and hosted on G2.com.

It feels like there are a lot of duplicate contacts created Review collected by and hosted on G2.com.

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

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

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.

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.