--- 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: '2026-07-17' 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. I like th ePipeline Softwarebeasue it is very **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I like the ability to o searched using the phone number or work number as well as name of the client in the system. I also like the custom fields ability, because not every client fits into an exact mold and therefore custom fields allow you to add those things that make a client unique. **What do you dislike about Pipeline CRM?** I do not like that you cannot do a client search using the home phone number, that you can only use the work phone number. i also do not like that the information in custom fields does not populate other areas of the clients profile. **Recommendations to others considering Pipeline CRM:** Get a tutorial from an expert in Pipeline usage because there are so many hidden filters and ways to fully take advantage of the software that unless you are instruct on you would never even know that it was possible. **What problems is Pipeline CRM solving and how is that benefiting you?** I have been able to see that the database of clients we have is organized, searchable and maintained in a more efficient manner. It allows employees to find what and who the y are looking for in a very specific manner. The search functions of Pipeline and the Filters are very precise and save a lot of time and energy and therefore money with their use. The problem of scanning through thousand and thousand of clients in a database is made not only piratical but functional;l as well. ### 2. Solid project tracking tool. Some issues with completely syncing with MS Outlook. **Rating:** 3.5/5.0 stars **Reviewed by:** Graeme H. | CBDO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Great tracking tool for projects; in our business we can have hundreds of projects in multiple stages over many years. PLD keeps them all in one place with useful tools for tracking, sorting, categorizing, etc. It also serves well for forecasting in the short and long term. Finally it's very good at associating different companies and people with different projects but having a cross functional DB to track those associations over time (i.e. what are all the projects that Joe Blow was part of?). **What do you dislike about Pipeline CRM?** We have had numerous issues syncing with Outlook 365. It will randomly uncouple, it will shut down outlook or make outlook turn off the app on start up, as well as others. The downside is that if you can't trust something 100% or close to that, then people lose interest on using it and the whole intention of using it is lost. **Recommendations to others considering Pipeline CRM:** consider using it as a project tracking tool more than a complete new CRM environment from which to operate with email/tasks/reminders etc. **What problems is Pipeline CRM solving and how is that benefiting you?** It stops things from slipping through the cracks. It allows you to track projects over time. It allows cross linking i.e. one group of company / landscape architect / installation bidder working on multiple projects and/or a different group of company / landscape architect / installation bidder working on the next project. Priceless to get an email and very quickly get a historical snap shot of your interactions with those players. ### 3. Easy to use **Rating:** 3.5/5.0 stars **Reviewed by:** Teresa V. | INSIDE SALES, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** 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. **What do you dislike about Pipeline CRM?** 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. **Recommendations to others considering Pipeline CRM:** To keep track of your sales team activity is a plus using this CRM **What problems is Pipeline CRM solving and how is that benefiting you?** As of today 5/21/2019, I haven't found Pipeline Deals has had a big impact on my company, other than being able to track my sales team, making sure they are logged in at least. ### 4. Great Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Chelsea P. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Every time I've called Pipeline or had an issue the service is great. The reps are always patient, kind, and respectful...They even waited on hold while I had to wait to get the approval from the other owner on adding a new user. We had a billing issue several months back where we on boarded an employee but the account was never activated. They were able to provided a credit for the months paid but never used while explaining the process to me. **What do you dislike about Pipeline CRM?** The integrations are really confusing! I never know what to add or how to add it. I know this is not all on Pipeline but I would use more if the instructions were more clear. Also, when using adobe if all of our users are connected the will upload the same document 3 times. **What problems is Pipeline CRM solving and how is that benefiting you?** Separating customer information for each Rep. For admin purposes its great because I can assign a user a task and make changes without have to send a thousand emails. All the work can be checked in one spot. ### 5. vp **Rating:** 4.5/5.0 stars **Reviewed by:** craig w. | vp, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** It is the most user friendly software on my computer. We have been able to systematically set up a sales force nationwide. The user friendly part comes in on all there pages. There reporting side was really thought out on all sides. I am very impressed with customer service! They pick there phone up on the 3rd ring every time for 5 years. They have grown and still give you service like a mom and pop org. **What do you dislike about Pipeline CRM?** I really cant say much I dislike. We did start to use the software as a project management tool- bad idea. capacity issues. I would like the app on my phone to be user friendly. It is not set up like my laptop. It does need some work. I also would like to see the calendar a bit more transparency in my app. . **Recommendations to others considering Pipeline CRM:** Companies that need a solid CRM with everything you need to grow to a 100 mill it is here! Without Pipeline we would not be where we are at today. **What problems is Pipeline CRM solving and how is that benefiting you?** It has been our dropbox and scheduling for biz dev! It has helped our company grow into the millions. ### 6. Been using Pipeline for 4 years now. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Pipeline is a user friendly CRM tool that combines ease of customization with all the features that one uses normally on a dat to day basis. I also like the response time for live assistance **What do you dislike about Pipeline CRM?** Cant say I don't dislike much having used other CRM systems. I guess one thing I would say is that for me, and probably most CRM users we want simplicity...because if it is too complicated it will not be used. For those that are more analytical and like a ton of features...perhaps it Pipeline would seem to basic **Recommendations to others considering Pipeline CRM:** Think carefully about what you really think you will need and what you think you may need but in reality may not ever use. **What problems is Pipeline CRM solving and how is that benefiting you?** For me the best part is the ability to customize my leads simply so at a glance I can click and see which contacts are the hottest, and do all sorts of sorting. ### 7. Would be lost without pipeline deals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Lets everyone be on the same page. Notes for clients all go in and we can go back to see what has gone on over the course of the person being our client and the deals we have won under the client. Helps to track commission brought in and helps us stay on top of what we need to close. I love the agenda - it is like my personal sticky note reminder that I check every day instead of having a cluttered office. I llike that we can add so many different sources and stages to a deal. Helps us stay on track and know where deals are at. Plus its such a simple interface. **What do you dislike about Pipeline CRM?** Of course not everyone utilizes the software the right way so probably the biggest problem I have is that they don't pay attention... but nothing with pipeline in general. **What problems is Pipeline CRM solving and how is that benefiting you?** One of the problem was that we have multiple "profit centers" - life insurance, disability insurance, p&c insurance, taxes, accounting so it is hard to track each center separately but pipeline did create an upgrade for that. We just have not really been able to look into it. ### 8. pipeline contacts **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2019 **What do you like best about Pipeline CRM?** The assign tasks bar. I am able to organize strategic times to reach out to customers. I also find it helpful with recording specific times. Pipeline lets you easily add a contact and a deal seamless and easy. I am able to record both times and dates for call backs as well as what it is I am following up with. **What do you dislike about Pipeline CRM?** I do not like how many notifications I recieve when I add a task or assign something to myself. Once I type in a task a pop up[ bar appears which can be distracting. There are not to may things I can state that I dislike about Pipeline. The whole system is very seamless and everything is well played out. **What problems is Pipeline CRM solving and how is that benefiting you?** I am keeping myself on track with Pipeline. I am able to organize myself and the benefit to that is more money in my pocket! ### 9. Very simple platform with very small learning curve. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The ability to filter company, deals, and activity data. As a manager it makes it very easy for me to understand activity levels for various people within the organization. **What do you dislike about Pipeline CRM?** I wish Pipeline could integrate with Outlook, I think the only downside is you have to manage two calendars and contact lists. **Recommendations to others considering Pipeline CRM:** KNow what you want out of a CRM. We wanted simple contact and engagement management and PIpeline was the most straightforward solution we were able to find. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline has become a central repository for all customer engagement activity. It has allowed our service teams to understand prior communications with customers so they pick up where the last person left off, versus having to start at the beginning. As a manager, I can monitor activity, but more importantly be alerted by my team when they think I need to be aware of specific information. ### 10. Second Company With PLD **Rating:** 5.0/5.0 stars **Reviewed by:** Greg H. | SE Regional Sales Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The CRM is so easy to use, and it doesn't have too many "bells and whistles." I also like the quick response to every request from the customer support team members. **What do you dislike about Pipeline CRM?** It is not super easy to customize and eliminate some of the calendar options. **Recommendations to others considering Pipeline CRM:** Call them and speak with a real live person. They will answer all of your questions, and provide great demos if you have never seen PLD before. **What problems is Pipeline CRM solving and how is that benefiting you?** Daily to-dos for all clients, as well as keeping track of notes/history with each client. I never have had any performance issues with PLD, so that saves me time and money. ### 11. Very useful tool **Rating:** 4.0/5.0 stars **Reviewed by:** Kathryn F. | administrative law assistant/ HR manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I like that Pipeline allows all of my employees to store their data in the same place. I only need one login to check on everything the sales people have been working on, and how often they are updating the information. **What do you dislike about Pipeline CRM?** I find Pipeline to be somewhat expensive for the service it offers. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline provides accountability. It allows the managers/department heads to keep track of what the sales people are working on. It also keeps all of our client data in one location, so the whole staff knows where to find an address, phone number, contact name if they need one. ### 12. Easy to Use on Laptop and Mobile **Rating:** 4.0/5.0 stars **Reviewed by:** Amanda P. | Director of Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I like that I can pull up anything I need from my mobile device when I'm on the go and in between meetings. It's also very easy to use. **What do you dislike about Pipeline CRM?** I'm not a huge fan of the daily emails for pipeline deal updates. The syncing of contacts was a little tricky too. **Recommendations to others considering Pipeline CRM:** Make sure it is a fit for your organization. I think it makes a lot of sense for sales companies as it really breaks down the sales cycle and explains goals. **What problems is Pipeline CRM solving and how is that benefiting you?** I'm noticing where in the sales process I need to be more aggressive with my deals and follow up. ### 13. Doesn't have weighted pipeline. No refunds for annual memberships paid in advance. **Rating:** 0.5/5.0 stars **Reviewed by:** Austin H. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2019 **What do you like best about Pipeline CRM?** There is nothing particularly great about this CRM. I used it based on the advice of another entrepreneur. **What do you dislike about Pipeline CRM?** There is not a way to do a weighted pipeline. The integrations with other services are limited and require fairly complex steps to use. I dislike most that I am out almost $1000 because the CRM does not and cannot meet my needs, but since I prepaid for an annual subscription, they will not refund my money. Even comcast doesn't do this. **Recommendations to others considering Pipeline CRM:** I would look elsewhere. There are better options out there that cost less. I wish I would have done more research. **What problems is Pipeline CRM solving and how is that benefiting you?** See above. Integrations. No weighted pipeline. No prorated annual membership refunds. I'm not looking to get the discounted amount back- why not just charge me the monthly price for the amount of time I used it? ### 14. The best way to create and maintain customer relationships **Rating:** 5.0/5.0 stars **Reviewed by:** Lacey E. | Secretary, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2019 **What do you like best about Pipeline CRM?** I love how interconnected everything is. It's really easy to connect your pipeline account wth your gmail account so that everything talks to each other the way it needs to. **What do you dislike about Pipeline CRM?** There are still a few programs that don't have pipeline deals integrations yet. I haven't had much luck connected them through a third party app like Zapier and it just makes sense to use something that integrates on its own. **Recommendations to others considering Pipeline CRM:** Don't imagine that it will solve all of your problems without putting in the work. It can take time and effort to get it where it needs to be for your company, but it's worth it. **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline helps us streamline our customer interactions so that we can quickly and easily convert leads. And its reporting features help us track what sources turn into wins vs losses. ### 15. Pipeline seems like it was written for my company. **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff B. | Jeff Bouchy, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2019 **What do you like best about Pipeline CRM?** Intergration with Google and MailChimp work seamlessly. Organizing tasks among employees make life so much easier. Organizing customers in different groups is outstanding for marketing. **What do you dislike about Pipeline CRM?** I dislike how every time I enter a phone number I have to enter the () and -. This drives me crazy and is a waste of time. **Recommendations to others considering Pipeline CRM:** If you are tired of your old and cumbersome CRM that you have been using for years, you need to switch immediately. There may be something better the PDs, but I haven't seen it for the money. It's economical and up-to-date software for today's issues in business. Additionally, the Customer Service team is great, no matter if phone or chat. **What problems is Pipeline CRM solving and how is that benefiting you?** Orgnaization of thousands of contacts. Different Pipelines for different segments is a huge plus. Haven't seen this in others CRMs. ### 16. Pipeline Deals Review **Rating:** 5.0/5.0 stars **Reviewed by:** Mitchell P. | Sales Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2019 **What do you like best about Pipeline CRM?** I love how it feels like it is organized like Excel. If you have experience with excel, PLD will be a breeze. They also have USA based support staff. **What do you dislike about Pipeline CRM?** I wish I could store files in folders inside each deal. I could then organize files within deals where a lot of information is being shared. **Recommendations to others considering Pipeline CRM:** Get it, it's awesome! **What problems is Pipeline CRM solving and how is that benefiting you?** I'm keeping my deals well organized and i'm communicating with my clients on a timely manner ### 17. Extremely happy **Rating:** 5.0/5.0 stars **Reviewed by:** don h. | Director of Business Development, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The product is user friendly and not overcomplicated which makes integration real easy for the sales team, no matter what level of tech savvy they are. **What do you dislike about Pipeline CRM?** Would prefer a mapping system to better visualize our customers location relative to others. **Recommendations to others considering Pipeline CRM:** Call others that are using it, ask questions about intigration as well as what it can do. **What problems is Pipeline CRM solving and how is that benefiting you?** There have been no issues to solve, but the benefits so far have been our ability to track customers and serve them better, no matter who steps up to work with them. A centralized information center has been extremely beneficial. ### 18. efficient and easy access **Rating:** 5.0/5.0 stars **Reviewed by:** Vanessa V. | office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** easy access to edit anything. very customizable and amazing customer service. People on the other side of the phone are so patient and have great suggestions to make our business daily activities even more efficient. **What do you dislike about Pipeline CRM?** some of the things cannot be customizable. ex: don't send an email when a deal is created under someone else's profile. **Recommendations to others considering Pipeline CRM:** Most modern and easy process to daily use **What problems is Pipeline CRM solving and how is that benefiting you?** faster access to information, means more time to solve other problems in the office. We can make each page, reports and form, our own way, whatever works best for our daily use. ### 19. A great software overall. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** A great internal communication tool. Customizable - not only for the company, but each member of the team can choose what they can see and in what order, etc. Overall, we love this system and it has definitely helped us in growing our business. **What do you dislike about Pipeline CRM?** We are a B2B company, and since PLD was designed to be B2C, there are some disconnects to some of our processes ... but, while it is often not the ideal scenario, there is often a work-around to get to what we need to accomplish. **Recommendations to others considering Pipeline CRM:** This is mostly a B2C solution, but can definitely be a successful CRM for B2B companies. We are pleased and plan to stay with PLD at this point. **What problems is Pipeline CRM solving and how is that benefiting you?** Great way to stay on top of customer communication and sales efforts. ### 20. Pipeline is a great tool that has allowed me to enhance my relationships with customers! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I use Pipeline everyday. It has enabled me to maximize my sales potential by keeping track of all my customers and their needs. The daily agenda allows me to stay on top of all the necessary steps in my sales cycle. **What do you dislike about Pipeline CRM?** There's nothing I necessarily dislike, but I personally do not utilize all of the features included. If there was a way to edit the system and make it more personal to my business and how we operate I think that would be really beneficial! **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline has eliminated any chance of me forgetting to reach out to someone, or follow up on their satisfaction with our products. The most important aspect for me is simply keeping track of all communications with customers and monitoring my interactions with leads. ### 21. Concise way to gather all my leads and keep track of converted orders **Rating:** 4.0/5.0 stars **Reviewed by:** Alexander S. | Account Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** This serves as a Roladex of business information and a lead/quote tracker. Additionally, it's a great way to track orders and total sales to each company I manage. This allows goal tracking and budgets to be easily managed. **What do you dislike about Pipeline CRM?** Layout could be more user friendly and maybe MORE customizable. Some functions, like agenda, could be more interactive and bigger display on the main page. Perhaps an integration into a CRM would be beneficial since I cannot upload sales information / customer information from my CRM (Oracle) **What problems is Pipeline CRM solving and how is that benefiting you?** Organization to the max! Easy to keep my people organized but also get access to all customers within our company. It lets me know who the point of contact is for that account (both on the customer end and the internal side. ### 22. Easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Keeping track of all my deals. I love using tasks so no one slips between the cracks. I also like creating new list views. Every now and then a pop up appears showing me some useful information about PipelineDeals that I otherwise might not have known about. I appreciate these as it's enlightened me to so neat feature I might not have found on my own. **What do you dislike about Pipeline CRM?** So far I haven't come across anything that is less than satisfactory. I know that if I did, I would easily be able to contact someone at PipelineDeals who could walk me through any issue. **What problems is Pipeline CRM solving and how is that benefiting you?** The level of organization has gone up significantly. I'm able to see the people I need to contact with all their information readily available. ### 23. We've Used Pipeline Deals for Years **Rating:** 4.0/5.0 stars **Reviewed by:** Matthew V. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** I really like that the system is customizable and also lets you sort and filter information very easily **What do you dislike about Pipeline CRM?** Until recently, the app was not very good, but they have addressed that and it is now much better **Recommendations to others considering Pipeline CRM:** This CRM can be tailored to most business and also has many integrations with other products/apps, including Mailchimp which is a big benefit for our company **What problems is Pipeline CRM solving and how is that benefiting you?** We are getting more real time information than before we had pipeline - closing percentages, lead sources, demographics, types of jobs, etc. ### 24. EASY to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel C. | Inside Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Extremely easy to use and navigate through. Love the chat support option and all of the how to videos that they provide. They also have multiple live webinars that are extremely helpful and always come in handy for refreshers. The mobile app is also a great feature and works very well on the go. **What do you dislike about Pipeline CRM?** There is nothing that I have disliked about the CRM. **What problems is Pipeline CRM solving and how is that benefiting you?** Having access to CRM on the go. I can now update notes when I am in the car visiting offices. ### 25. Pipeline is a great starter CRM for new companies **Rating:** 3.0/5.0 stars **Reviewed by:** Darrin G. | Founder / CO - Owner / The Navigator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Ease of use is the best in the first 2 years. **What do you dislike about Pipeline CRM?** When you want the history of an account you need to hit the dreaded SHOW MORE button. We here and the company before that I brought PIPELINE to with 30 users wish that it was a content scroll. This is a serious time waster as a company grows (IE labor costs go up) **What problems is Pipeline CRM solving and how is that benefiting you?** Great organization of data with limited knowledge of how to use it. Classes would be great. ### 26. Excellent and Easy to use CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew B. | VP Business Development, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Ease of use and data entry is straight forward. Excellent customer service. I have never had to wait for a reply when using the online chat or calling in. **What do you dislike about Pipeline CRM?** Reporting functions could use a little work but overall not bad. Perhaps I just need a little training to extract the correct info. **What problems is Pipeline CRM solving and how is that benefiting you?** Just gathering of info. I need to know what my team is working on and ensure it is all logged correctly, so far I can see it all. ### 27. This is a great platform for managing deals however it lacks a proper search and key contacts/accts **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Defense & Space | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2019 **What do you like best about Pipeline CRM?** I like how easy it is to enter, view, sort, and change deals. **What do you dislike about Pipeline CRM?** There is no proper search. I can create a list of results and then sort through them from my search. Being focused on accounts and key contacts, I'd like a way to mark key accounts and contacts to be able to search deals and key contacts for purposes of follow-up. 80% of the revenue of most business to businss organizations will occur from 10-40% of the customers. And from those customers there may be dozens or hundreds of key contacts that need special designation. Solving this issue in Pipeline is not obvious. **Recommendations to others considering Pipeline CRM:** This is good for managing a large number of deals and keeping track of action items. Account management is improving, but needs to be supplemented with your own procedures and methods. **What problems is Pipeline CRM solving and how is that benefiting you?** I can keep track of communication easily with cc email features. The phone app can help me find info in a pinch. The deals interface is very good. ### 28. Solid product; much better than Salesforce **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Import and Export | Small-Business (50 or fewer emp.) **Reviewed Date:** May 28, 2019 **What do you like best about Pipeline CRM?** Pipeline is intuitive. Other CRMs (aka Salesforce) have convoluted rules for where you can add or access contacts or deals. With Pipeline, you can get anywhere from any screen. No more having to go to an account, then an opportunity, then a contact to enter a note. All of the data is available from any screen. **What do you dislike about Pipeline CRM?** When I'm clearing my daily tasks, I can mark a task complete but I don't have the option to create a follow up task from that screen. I have to mark that complete and then do a search for the contact/company and create a new task. When I create a new task, it gives me the option to "save and add another", but not when you're in an existing activity. It's minor but noticeable only because the rest of the platform is so convenient. **What problems is Pipeline CRM solving and how is that benefiting you?** Pretty much the same "problem" as would be served by any CRM: tracking the sales process, having a single repository for deals, notes, contact info, company info, next steps, etc. ### 29. Great product to track Sales Management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Warehousing | Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2019 **What do you like best about Pipeline CRM?** The platform is easy to use. Between the mobile app and website you have no reason not to enter data and track the day-to-day activities. I like the organization of the calendar for tracking tasks and appointments. Integration of my company mail (once live) will be an asset as well. **What do you dislike about Pipeline CRM?** The map function on the mobile app has issues. In most cases it doesn't find my location so I can see clients around me. This kills time on the road and is a bug that should definitely be fixed. **Recommendations to others considering Pipeline CRM:** If you aren't tracking activities and engagement; this is the product to go with. User interface simple which equates to users getting to work right away with little/no down time. **What problems is Pipeline CRM solving and how is that benefiting you?** New user to the platform, but already see productivity efficiencies by using the product. It is well designed and easy to work with which speeds up the day to day. Overall it keeps me accountable for logging in activities and assists with assuring things are kept on the 'front burner'. ### 30. Very easy, smooth, and reliable. **Rating:** 5.0/5.0 stars **Reviewed by:** Kalani S. | Travel Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I like the amount of detail I get when a lead comes in and how visable it is from the get go. Always starts my calls well knowing information. **What do you dislike about Pipeline CRM?** I didn't really dislike anything in particular, although the layout seems a bit outdated. **Recommendations to others considering Pipeline CRM:** None. **What problems is Pipeline CRM solving and how is that benefiting you?** For my work, I always have a problem with data that I start off with before a call. I like that you can arrange your pipeline, which has helped with this hurdle. ### 31. Only as good as your sales people **Rating:** 3.5/5.0 stars **Reviewed by:** Darcy J. | Global Projects and Channel Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2019 **What do you like best about Pipeline CRM?** Pipeline Deals is an easy way to manage your Sales Pipeline. It gives you both team and individual visibility and allows you to run rudimentary email campaigns. **What do you dislike about Pipeline CRM?** Whie there are a lot of features, they are quite hard to make the most of if your not tech savvy. **What problems is Pipeline CRM solving and how is that benefiting you?** We needed a CRM that integrates with our internal system, was cost effective and allowed us to manage the sales pipeline. Pipeline deals has given us Global Visibility ### 32. Overall great product with a few bugs **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I like the systems in place for keeping organized. I use the agenda every day but can also access by deals by many other categories and prioritize my day. **What do you dislike about Pipeline CRM?** One bug I do not like is whenever a deal is one, and I convert to a customer every tab I have open the "convert to customer" box is there and I have to click out of each each time. Since I typically have many tabs open, this is annoying that I have to close each on every time I close a sale. **What problems is Pipeline CRM solving and how is that benefiting you?** Tracking my activity, my ratios with regards to closing and reaching a decision maker and staying organized on a daily basis. ### 33. Lovely CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Leisure, Travel & Tourism | Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I love the option of creating custom fields, I love the filters and the views. I can customize my views with different fields and export data easily. Integrations and automations with Pipelinedeals are also very easy. I love the tasks! Customer support is good and quick in replying. They usually are able to help us. Great tool and great team behind! **What do you dislike about Pipeline CRM?** What I like least is the search: 1) search of people or deals is not very helpful, as sometimes I get several results and I have to click one by one and open them to see if it is what I am looking for 2) search within activities is not possible. Eg. I am looking for a particular conversation, if I remember a keyword, I would love to search with that key word within all the activities. **Recommendations to others considering Pipeline CRM:** It is a great tool: easy to use and quite complete. Customer support is awesome **What problems is Pipeline CRM solving and how is that benefiting you?** So many!!! Of course our customer profile management, marketing information, we use it for a lot of our reporting (sales, sales pipelines, etc...) . We usually export data and mix it with our software for travel industry and create dashboards that are useful for our analysis and decisions. ### 34. Came from Batchbook, Very Impressed **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I'm loving the Pipelines. It is an easy way to keep track of where your leads/prospects/distributors are at in their journey. **What do you dislike about Pipeline CRM?** I'm not a fan of what was offered in Batchbook vs. what is offered here with the price we were paying there. (Less than 3 lines for addresses, multiple custom fields, etc.) **Recommendations to others considering Pipeline CRM:** I'd say definitely go for it. The ease of access is incredible. Especially for the internal communication with others in the company. Agenda and Tasks/Events has played a HUGE role in keeping us on task and focused. I only wish they allowed more records for the price we are paying currently. There are a few features we had with Batchbook that we don't have here. But we do appreciate the effort and support we've received in making PipelineDeals work for us, having come from Batchbook shutting down. The support is fantastic and the system, like I said is not clunky in the least. Well appreciated! **What problems is Pipeline CRM solving and how is that benefiting you?** Keeping track of people is a lot easier. And the reports are fantastic. ### 35. Intuitive and Keeps Us Organized **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Utilities | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** First, our sales rep was very helpful--super knowledgeable and thorough. We like that we can see all deals through a literal pipeline to assess where everything is. There are many resources and videos available to answer our questions, and it is easy to use. **What do you dislike about Pipeline CRM?** Although it is intuitive and there are many helpful tutorials and resources, we think we would have benefited from the kick off call and live person to help us customize our interface. We felt that was quite a bit of money, though, and as such wish there were various packages available that offer different levels of support. Also, although we appreciate the API integrations with software like Mail Chimp, we wish we could send email directly through Pipeline, making drip campaigns easier. **Recommendations to others considering Pipeline CRM:** Watch the available videos--they are very helpful in answering questions! **What problems is Pipeline CRM solving and how is that benefiting you?** We were losing track of where we were with leads, and this helps us easily know where we are at and when to followup. We like that we can easily keep track of all sales reps--so even if they leave the company, we have all of that data readily available. ### 36. Pipeline deals has been a great CRM tool for our company, making it easier to customize deals **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Telecommunications | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I like that we can add in custom fields and move the fields around to better display the most important information to the least important. I like that we can re-arrange the columns in the reports section making reports once we have exported more efficient. I also love that my support team at Pipelinedeals.com is always available and willing to help when needed. Great customer service is always a plus **What do you dislike about Pipeline CRM?** One thing that we recently would like as a company is the ability to total up Custom fields. This feature is not yet available and so we have to manually perform this step when entering in deals. It does add some extra steps when values change so the ability to total up custom fields would be great. **What problems is Pipeline CRM solving and how is that benefiting you?** We are able to forecast out our deals on a monthly to quarterly basis more efficiently. This is most helpful for the executive team as well as the board when we are all trying to achieve quota. I've realized the importance of having access to historical data for future deals. Sometimes we need to reference this information quickly for comparison sake and Pipeline allows for this with the Attachments section. ### 37. Seamless experience using PipelineDeals. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** What's helpful about PipelineDeals is that the platform is easy to navigate and can hold important information about my customers.The layout of the reports and charts are simple, which makes understanding them seamless.Because of PipelineDeals, I can keep track of the specific relationship with each customer. **What do you dislike about Pipeline CRM?** Something I dislike about PipelineDeals is the daily email I receive about current deals because I think it is redundant if you are using the platform constantly. I would like this to be an option that you can select to receive these emails versus automatically being signed up to receive them. Also, I wish you could use the same email for two accounts because in my role I work with two different business groups and need two different accounts. Unfortunately, I had to create a separate account with my personal email versus my work email. **Recommendations to others considering Pipeline CRM:** Definitely try it and see if it works for your company's needs. **What problems is Pipeline CRM solving and how is that benefiting you?** PipelineDeals has impacted my work because I can see my account's history or start keeping track of a new account without having to flip through notes in a notebook or on Microsoft. This has made working with multiple accounts extremely timely and efficient. It has also been beneficial for keeping track of accounts' and customers' contact information. ### 38. Track and Manage opportunities from prospect to WON! **Rating:** 4.0/5.0 stars **Reviewed by:** Dan S. | Parts Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Being able to keep the entire team up to date with contacts, pending deals, changes all in one location. **What do you dislike about Pipeline CRM?** One negative is that we are using a Zapier function to import data and if the contact information is not an exact match it create a new Customer file in pipeline. **What problems is Pipeline CRM solving and how is that benefiting you?** Improved communication between divisions, We have sales staff, customer service and parts support all able to see what's going on with any account ant anytime. ### 39. Pipeline is a necessity in the workplace **Rating:** 4.0/5.0 stars **Reviewed by:** Matt M. | Inside Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** Being able to set reminders to go back and view projects is key to making sure I follow up on leads and win more sales. **What do you dislike about Pipeline CRM?** I can't say that I have a whole lot of negatives. I did experience some slow speeds clicking between pages sometimes, but I think that was more of an internal problem with my company. **What problems is Pipeline CRM solving and how is that benefiting you?** As opposed to trying and track notes that I wrote down in a notebook somewhere, all of my notes for a particular project, company, or even person are all right there and quickly available. I would never be able to keep track of all the items I add to pipeline in my notebook. ### 40. Love it! **Rating:** 5.0/5.0 stars **Reviewed by:** Denise R. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I like that I can stay organized and can reach pipeline from anywhere that I travel. **What do you dislike about Pipeline CRM?** I don't like that if I want to go back in my notes section that it takes so long to scroll down. I kinda want to see when I first started calling on the account and sometimes that is 10 years ago and I have to keep asking to view more each time. **Recommendations to others considering Pipeline CRM:** You will love Pipeline Deals because they always ask for feedback on ways they can improve. Someone is always available to answer any questions that arise. **What problems is Pipeline CRM solving and how is that benefiting you?** I have closed deals and followed up with my loyal customers for 10 years now. ### 41. We should have used this sooner! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** This software helps me a lot in my everyday work, it is very straightforward, convenient and user friendly! Easy to add customer and deals and easy to edit when needed! **What do you dislike about Pipeline CRM?** I am not familiar with how you customize your pipeline as we share the same system with the whole office, I get notified even if I did not close the deal, I guess its just a matter of customizing it. **Recommendations to others considering Pipeline CRM:** Get it! **What problems is Pipeline CRM solving and how is that benefiting you?** Pipeline deals help me track my progress faster in terms of how many quotes I sent out and how much in dollar value I have. It also helps me find percentage of my deals and things like that. ### 42. Great Resource for Measuring Metrics **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?** I like that there are live people that can help you on the phone when you have a question. I like how I can sync my contacts with my email newsletter platform. I also like that I can filter information to get key metrics for marketing purposes. **What do you dislike about Pipeline CRM?** I don't use all the features in the platform so it is hard for me to say my dislikes at this point. **What problems is Pipeline CRM solving and how is that benefiting you?** I like that I can filter information to get key metrics for marketing purposes. I am able to report on the amount of leads given in a timeframe within cities and by sources - which is beneficial to our marketing. ### 43. Simple to use, easy to learn workflows, fully configurable to your business needs **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** PipelineDeals happens to be one of the simplest and easiest CRM platforms that I've been able to use. It's great for small to medium size businesses that are looking for an easy way to handle the sales flow process as well as any other process flows that may be unique to their specific business/industry. **What do you dislike about Pipeline CRM?** It uses JSON to update fields relative to a lead, so the information is not real-time and it sometimes requires a page refresh/reload. There are also certain times emails sent to leads get backlogged before PipelineDeals is able to send them in bulk. **Recommendations to others considering Pipeline CRM:** Make sure it fits the needs of your business in full. **What problems is Pipeline CRM solving and how is that benefiting you?** I utilize PipelineDeals for my role in sales, which is the primary arm of any CRM software. It's been beneficial in tracking leads and clients through our sales flow process and also keeping track of my sales performance. ### 44. Exceptional CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Madeline J. | Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** That multiple users can work together without a messy interface **What do you dislike about Pipeline CRM?** I wish there was a remove template option. Sometimes templates are applied incorrectly and then we have to delete every task to apply the correct template. It wastes time **What problems is Pipeline CRM solving and how is that benefiting you?** My day is much easier when using Pipeline to manage my accounts. From the daily tasks to the agenda items, it is easy to see what I have to do each day. ### 45. Excellent CRM I actually enjoy using **Rating:** 5.0/5.0 stars **Reviewed by:** Gina M. | President, Small-Business (50 or fewer emp.) **Reviewed Date:** May 31, 2019 **What do you like best about Pipeline CRM?** The usability is very well thought out. PipelineDeals does all of the little things great which add up to great user experiences. I call it intelligent design. In addition, the feature set is rich. I have tried other CRMs and eventually hated going into them. Not with PipelineDeals. You get your work done faster without screaming at the system. **What do you dislike about Pipeline CRM?** Nothing I can think of. I would like if it integrated with Harvest so I can see invoices within PipelineDeals. **What problems is Pipeline CRM solving and how is that benefiting you?** I keep on top of my deals, customers and view stats. It now takes me 1 minute to view how my sales pipeline looks. ### 46. Overall pretty good **Rating:** 3.0/5.0 stars **Reviewed by:** Julia H. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** The Notes section is the most valuable section of pipeline. It's great for record keeping and accountability. It's nice to have the option to send your notes to different team members. **What do you dislike about Pipeline CRM?** The search bar could be better. If you misspell names it doesn't give any options and is therefore very frustrating. We also weren't able to store/transfer our email templates from our previous CRM. **Recommendations to others considering Pipeline CRM:** Make sure your clients are very organized beforehand. **What problems is Pipeline CRM solving and how is that benefiting you?** We are making sure we have all the relevant client information on file. This is good for client relations, legality, and team cohesiveness. Without it, we wouldn't be able to keep track of our clients. ### 47. pipeline helps keep me organized, being able to speak to a customer about a previous visit. **Rating:** 4.5/5.0 stars **Reviewed by:** john e. | sales, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** being able to access pipeline from my laptop as well as from the app on my i-phone **What do you dislike about Pipeline CRM?** i have not yet learned how to see the reminders i set. For example, after i visit a shop, i note a follow up date to a particular opportunity, but to date, i have not had those dates "automatically" appear to me when the specific time finally rolls around... **Recommendations to others considering Pipeline CRM:** we would like to integrate pipeline w / outlook **What problems is Pipeline CRM solving and how is that benefiting you?** solving the idea of knowing what i did last time i visited / benefit of a stronger relationship with the account because they see that i am invested in their success ### 48. New Business Reps Trust Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Matthew K. | Director of Business Development, Package/Freight Delivery, Small-Business (50 or fewer emp.) **Reviewed Date:** December 05, 2018 **What do you like best about Pipeline CRM?** I use this platform because it allows me to more effective and efficient. I visit a lot of companies when I prospect and I have a lot of conversations that give vital details that need to be remembered. This helps me capture all the information, and then easily look it up later to see what was discussed, with whom, and when it was. Also, the ability to GPS the address directly from the app and direct dial from the saved phone number makes it very efficient. **What do you dislike about Pipeline CRM?** Nothing - it works slick. I need a easy to use system that captures necessary information and allows me to quickly view it. **Recommendations to others considering Pipeline CRM:** Desktop application and app works well and customer service suppport has been very good with the online instant chat. **What problems is Pipeline CRM solving and how is that benefiting you?** I never want to forget something. I take detailed notes and have length meetings, so I want to make sure everything vital is recorded and is easily accessible. ### 49. Great CRM with plenty of punch **Rating:** 5.0/5.0 stars **Reviewed by:** Michael L. | Managing Director, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2018 **What do you like best about Pipeline CRM?** I love piplelinedeals because it's:- Simple and easy to use It has been design with client engagement/sales in mind It covers the initial deal and then account management The flow of data entry make sense The way the content is displayed is great The integration with email is seamless and powerful I can update via my email system Support is amazing It's fast The mobile app is great The tracking is meaningful The reports are great Easy to configure **What do you dislike about Pipeline CRM?** Nothing comes to mind. They have covered all the bases. **Recommendations to others considering Pipeline CRM:** You cannot go wrong with PipeLineDeals. It ticks all the boxes for a great CRM and Account Management tool. Easy to use, great features and best of all great company to work with - very responsive. I like their thinking and future features. Fast, agile and responsive. **What problems is Pipeline CRM solving and how is that benefiting you?** Tracking of deals Account Management Keeping people in the loop Sales accountability Pipeline review Client relationships Capturing great data ### 50. Educating and Hands On **Rating:** 4.5/5.0 stars **Reviewed by:** Denzel M. | Advertising Specialist, Marketing and Advertising, Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2019 **What do you like best about Pipeline CRM?** I Like how we are able to track our appointments, what sold and what did not. i like how it serves our company as a communication forum between the the ad reps in the field and the reps in the call center **What do you dislike about Pipeline CRM?** sometime i dislike how things disapear or change or auto fills when not needed **What problems is Pipeline CRM solving and how is that benefiting you?** the main problem that pipeline is solving is the miscommunication ## 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=4&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+03%3A45%3A33+-0500&secure%5Bsession_id%5D=9e81a3b4-a656-475d-80e0-076e781647fb&secure%5Btoken%5D=572722cafed3c7d9ba568586a03eaab35ccc2d8c5b8453b7587a933114aa7401&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 **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **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 **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **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 **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Sales Management** - Live Pipeline Management - Sales Gamification - Account-Based Analytics - Activity Tracking **Administrative** - Integration - Employee Structure - Behavior Monitoring **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## 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 (1,126 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,669 reviews)