Activity report- I love how Pipeline Deals can track your all of your sales team activities including your own, while working within the CRM. The activity report is most use full, especially with being able to export onto an excel sheet. Review collected by and hosted on G2.com.
The least helpful thing about Pipeline deals is the fact that the email will only track your emails if you are sending to one recipient only, not if there is others cc'd in your email. Or that you have to create a campaign if you want to send out a massive email to more than a few people. I think that is the wrong work or process to do for sending out one email to multi- people. Another disadvantage
is the calendar can only be shared out of Pipleline deals but can not be sync'd with your outlook account. seems like extra steps and time wasted. Although it states that Pipeline deals can sync your calendar, it does not. Review collected by and hosted on G2.com.
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Video Reviews
Fantastic CRM for the price
937 out of 938 Total Reviews for Pipeline CRM
Overall Review Sentiment for Pipeline CRM
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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.
visibility to all aspects of our business deals Review collected by and hosted on G2.com.
not having access to export reports in a usable file format (internal business restrictions from our office admin) 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.
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.
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.
