# Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Pipeline CRM the right CRM solution for you? Explore 621 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/75608/PipelineDeals/reviews --- Pipeline CRM 4.3 (621) [View alternatives](https://www.capterra.com/p/75608/PipelineDeals/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Pipeline CRM Ease of use 4.3 Customer Service 4.4 ## Pros and Cons in Reviews AN Alberto N Administrative SupervisorAutomotive, 11 - 50 employeesUsed the software for: 6-12 months. “Pipeline CRM has a user-friendly interface and great customization options that make managing my leads a breeze.“ March 25, 2024 CJ Chris J OwnerReal Estate, Self-employedUsed the software for: Less than 6 months. “After several sessions and about $1000 in expenses I didnt have my questions answered or my needs addressed.“ October 10, 2024 MI Mason I Sales/ Customer Service Automotive, 2 - 10 employeesUsed the software for: 1-2 years. “Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way that you can customize it“ August 22, 2022 CJ Chris J OwnerReal Estate, Self-employedUsed the software for: Less than 6 months. “The person who gave me the initial consultation never really listened to what I had to say and didnt really care. When I asked him about this after the fact he told me that I was a small business and he couldnt give me any more time.“ October 10, 2024 jh jim h VP SalesInformation Services, 51 - 200 employeesUsed the software for: 6-12 months. “seems to be a great way to get your database info into the hands of the sales team to work sales“ April 22, 2023 KD Keisha D PresidentHealth, Wellness and Fitness, Self-employedUsed the software for: 1-2 years. “I created sales pages using this app, which scrambled my domain certificates and has created a massive mess -- and customer service response...we've reset your password. “ October 22, 2022 Rono K Web DeveloperComputer Software, Self-employedUsed the software for: Less than 6 months. “So far so good, Pipeline CRM is effective and easy to use at the same time.“ August 12, 2023 KD Keisha D PresidentHealth, Wellness and Fitness, Self-employedUsed the software for: 1-2 years. “Customer service is appalling, if they decide to get back to you it takes at least 24 hours, and the standard response is we've reset your password (which is not the fix). “ October 22, 2022 ## Showing most helpful reviews Showing 1-25 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Larry S. CFO Financial Services Used the software for: 2+ years ### "Sales in our office is all about Volume" April 28, 2020 3.0 The program is really not completely intuitive. This has not hurt us as our questions get answered whenever they arise by their support team. We are more successful with our business because of this program. Pros It could not be easier to load prospects. We signed up for a library card online. We select the type of businesses we want to pursue. We download spreadsheets of demographic information related to them. We upload those spreadsheets and start calling. Cons I am certain that there are programs that provide more management tools. We simply are not that sophisticated with our sales efforts. If it is simply volume you seek, this is the right product. If you are looking for less effort and more management, pick again. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing Pipeline CRM Cost, the price is so low that it should be given a try. We have found it to meet our needs. It tracks our sales staff's efforts daily, allows them to keep their notes in the system and inform administration when they need more prospects loaded. Review Source Response from SaaS Group April 29, 2020 Hi Larry, thank you for writing a review. We value your feedback. JK Julie K. Publisher Publishing Used the software for: 2+ years ### "Nice software but we grew out of it..." November 15, 2022 4.0 It's a generic CRM software that you can tailor to your own needs. In the end we needed a software that was specific for publishing. Pros User-friendly and very easy to use. You can add all sorts of custom fields for your own reporting and tracking needs. Cons No invoicing, no estimates/proposals, the multiple email only works with Gmail accounts, no online payments. It helps you keep track of people, but doesn't really help you bring in the $$$ once a sale has been made. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Pipeline CRM At the time it was one of the most user-friendly CRMs available and affordable. Now there are more software options that do more. Review Source CJ Chris J. Owner Real Estate Used the software for: Less than 6 months ### "Was it a waste of time, a scam or a company that doesn’t care? - I still don’t know. " October 10, 2024 1.0 After a short consultation about how another CRM could not meet my needs, Pipeline assured me that they would be able to do it. I had questions and I was told that to get the answers and help I needed I would have to pay for their expert consultants to help me do the coding. I was very happy to do this. I was assured that I was being placed with an expert who answered my questions and help me customize my Pipeline CRM to meet my needs. After several sessions and about $1000 in expenses I didnt have my questions answered or my needs addressed. I was expedited back to the same person who gave me the initial consultation. There was a short conference call with people from England and it was determined (in only a few minutes that they could not help me). The person who gave me the initial consultation never really listened to what I had to say and didnt really care. When I asked him about this after the fact he told me that I was a small business and he couldnt give me any more time. I noticed that the folks in England were able to figure it out in minutes because they cared enough to listen and he didn't do that even with his 30 consultation. My $1000 was not refunded and even worse they wasted my time. This is a business that hasn't figured out what to do. Pros I liked that Pipeline was confident that they could meet my needs when they first spoke with me. Cons They failed to listen to my needs until after they had consumed $1000 in expert consultant fees with zero results. Review Source Michael F. Business Development Manager Environmental Services Used the software for: 2+ years ### "Its not Salesforce, but it also won't bankrupt your small business" April 7, 2020 5.0 Overall, this was the solution my company needed. We had used Salesforce long before I was on staff, and it was too costly to keep using. When I was onboarded there was no CRM being used, and that had to change. Pipeline Deals gave us all the functionality we needed at a much much lower cost and barrier to entry. Highly recommended. Pros This is a very powerful CRM solution. As I was looking for solutions I came across quite a few that were reviewed by many sites. Pipeline Deals consistently was in the top tier of CRMs for SMB companies. I watched a few online demos and reviews before reaching out to their team. I was quickly assigned a representative that walked my team through a live demo and set us up with a POC trial. After our trial ended we signed up and were off. Setting up Pipeline Deals was quite easy, as the software can conform to your needs. Almost all fields are fully customizable, however this did take some getting used to, to see how changes were reflected as a whole in pipeline view. Overall, great product for a lot less than what Salesforce, Salesloft of Hubspot might run you. Cons As a smaller company some of the integrations that other CRMs have were either missing or lacking. However, Pipeline Deals is getting better about innovation. One of my favorite shortcuts they rolled out was a LinkedIn plugin, this allowed for you to connect with somebody on linkedIn and in one click import them into your CRM. However, many times it would populate the fields with incorrect info or just generic info like where their company was headquartered instead of where that employee was actually located. Additionally, at times the APIs for some of these newer services would change, and then the features would not work. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Reason for choosing Pipeline CRM It seemed to have a better user experience Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Cost was too high on Salesforce. Review Source Joel C. President Internet Used the software for: 2+ years ### "Excellent CRM for sales teams" February 5, 2019 5.0 We love it. The API is very robust so anything that can’t be done in the app can be coded to integrate and work for our own custom reports and integrations. We were one of the earliest customers and have been using it for 8 or 9 years very actively. Pros Very flexible custom list reports Unlimited field customization for records Easily manage a small team of reps Very easy to get started using especially if you have not had a strong CRM in your company before Cons The morning coffee report lacks data that would be useful for actionable items. Wish it could be personalized and customized to show the data I want each morning. Can’t easily see a company’s “last activity” in a report if said activity was not directly on the record (example on a person or deal attached to the company... in company list views it would show incorrect “last activity”) Permission controls would be great to be more flexible (its all or nothing per user) Review Source BN Brandon N. Owner Financial Services Used the software for: 6-12 months ### "Works well for the price" September 14, 2021 3.0 Pros The cost of the software is great and works well for such a low cost. Cons Does not interact with other software I use like other CRMs. Switched from [SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) Needed a CRM that interacts with my financial planning software. Review Source Terry B. Marketing Representative Telecommunications Used the software for: Less than 6 months ### "Experiences With PipelineDeals" February 5, 2019 4.0 My job as the Marketing Adviser is to schedule appointments for my team. I have only used PipelineDeals the past 4 months. It is an absolutely terrific way to keep on top of deals falling through the cracks, calendar schedules, my tasks and agendas. They even have a phone application. I know once we get all our calendars synchronized my job will be much better. PipelineDeals is a great asset to have to carry on my work, as I work remotely in Minnesota for my team in Southern California. Pros I love the communication part of the services because you are able to share deals and the tracking capabilities are awesome For instance If I add a Person it will let me automatically create a Company and then from there I can create a Deal and track the progression. The reminders of task, agendas and scheduled meeting calendar reminders allow me to have a flow of business throughout the day. I have so much more to learn - PipelineDeals has training at least two or more times a week and they also supply all different training modules. I have a terrific contact that is a live person for a Success Coach who is more than willing to assist our team. Cons One area would be better is that now I know to create the Person 1st and the Company will be created right then, however not all the company information shows and so I need to create and retype all the information again, like the address, phone number, email etc. Then two addresses show up. It would be nice when you create the person you create the company, deal with all pertinent information at the same time - then when you add a new person to the deal all that information populates for them that is attached to the company and deal. Also the ability to isolate the deals lost so they do not show up in the whole list-but they are there so your percentages of win-losses are calculating. Review Source Brian W. Development Consultant Education Management Used the software for: 1-2 years ### "It's a bit manual but does what it says on the tin." February 12, 2019 4.0 Overall, PipelineDeals works well as a manual CRM system, however, it is very easy for the system to become a mess of conflicting information as third party integrations and automation for menial tasks are close to non-existent. This means that unless users are incredibly reliant on quality control of their data and input, which as human error comes into the process becomes difficult to manage effectively. A suggestion would be to have the system pick up and associate new client contacts with the business domains and suggest in the system where the person should go, rather than defaulting to creating a company that doesnt exist which then has to be manually edited to the correct company. Pros Journey mapping throughout the deal process was clear and easily traceable throughout the sales cycle. Clear indications of the health of leads as well as the ability to integrate events and notifications into your workflow were definitely a plus point. Cons Integration with third-party applications and software is minimal, support is unfortunately only localised in the US so international clients will have significant delays in customer service. Automation is also severely limited, forcing users to be very manually focused in their day to day tasks where other service providers have the ability to automate menial tasks through the platform to increase the time spent on productive work. Review Source Ryan K. Founder & CEO Events Services Used the software for: 1-2 years ### "Didn't work out for our company" December 11, 2020 3.0 It was very ok, we ended up moving to another software service. Pros Pipeline deals is a decent CRM but it didn't meet our needs. The interface was hard to use and hard to learn. We migrated to Hub Spot CRM instead and are happy with our decision. Cons The UI and interface were just not as user friendly as hub spot. We had limitations in functionality and we had to switch. Review Source Gary D. Sales Manager/ Special Projects Construction Used the software for: 1-2 years ### "Pipeline for Commercial construction customer followup, relationship building, and new Clients" February 8, 2019 5.0 Before we used Pipeline Deals we were using paper and pen to keep track of our client relationships. These notes were easily lost in the shuffle and we had no hard reminders for us to follow up with our clients. Now we are able to keep our office focused on the needs of our clients and to pursue new business. Pros The ease of integrating pipeline into our daily routine when making calls and following up with our clients. With the preset notation in our activity feed it is just a couple of clicks with the mouse to fill out our notes for that client. The ability to share "Deals" and to follow up when one of us is out of the office on a business trip or vacation. When we are on a trip having the app available on our phone is also a very nice feature. There is peace of mind knowing that the hard work to manage relationships with our customers does not end if an employee is fired or quits working for us. Cons Pipeline is not ready to sync with our Go Daddy email account, so we continue to push our emails to our home page in Pipeline Deals. Then we have to make sure they are entered into our activity feed for our customers through the home page. Review Source SM Sanna M. Campaign Manager Marketing and Advertising Used the software for: 2+ years ### "Amazing platform for campaign/project and data management" April 29, 2022 5.0 I absolutely love working on Pipeline. Pros Pipeline is super easy to use and integrate with other software. It allows efficient management of campaigns/projects and even links emails for the related campaign to the project. Keeps all information usable and easy to access. Love it. Cons There were some issues with real life updates in the comments, but after reaching out to customer service, they fixed it up for us. Other than that, there doesn't seem to be much more I would want from Pipeline. Review Source jH jim H. VP Sales Information Services Used the software for: 6-12 months ### "we are not thrilled " April 22, 2023 4.0 seems to be a good product, we still have to enter our leads into two systems, too time consuming. Pros seems to be a great way to get your database info into the hands of the sales team to work sales Cons we have not been able to integrate our database into Pipeline. and the person who was responsible has left the company, he could not get it to integrate either. so we need to reach out, the system is not friendly to us. Reason for choosing Pipeline CRM seemed to be a good fit. Review Source TV Teresa V. Inside sales Warehousing Used the software for: 6-12 months ### "Experience user" February 5, 2019 3.0 Overall experience with Pipeline deals would be in the middle of satisfy and unsatisfied. If the issues that I can across were handle with more concern and fixable, then I would be 100% satisfy. I feel that the issues I can across will not be fixed and this is why I am 50/50. Pros Pipeline Deals has the right idea when it comes to a CRM for small businesses. What I liked most about this software is how well it works with Excel. Some people look at excel data sheets and get overwhelmed. Pipeline deals shows your data in a more friendly, easy to read and understand your data. It allows you to manage your contacts, emails, sales, calendar, meetings, etc. All of your work in one place which makes managing your sales easier, and connect with your customers on a more personal level, this allows you to meet your clients goals, needs, and wants. Cons Pipeline deals has an error message that reads, You've reached the 10,000 record display limit. Set filters to narrow your results. This is not helpful at all for anyone. Pipeline deals is not compatible with an old outlook app, and outlook calendar does not sync with pipeline deals, this is inconvenience and hard to keep up with syncing pipeline deals calendar to the outlook calendar. I dislike the fact that you have to use an IMAP outlook account. Pipeline deals does not allow you to track emails when you add people to your cc, it only allows you to track one email contact at a time, unless you create a campaign, which in most cases, we rarely do this. Pipeline deals customer support line only limit to basic knowledge on how to do something, if there is a technical issues beyond that, the C.S.R then needs to create a case and have someone get back to us, and in most cases, the technical person can not help. Review Source VR Verified Reviewer Relaxed Consumer Services Used the software for: 1-2 years ### "Great Program to keep you Organized!!!!" February 5, 2019 5.0 We are constantly having to call set appointments and followup calls with our clients and without pipeline I would be lost. The days of the black binder and writing down all the appointments is over. This way when I update something my whole team can see the update so they don't repeat the process I just completed. If you don't have a system in place that keeps your clients informations safe, organized, and easy to manage get this one! If you do, through it out and get this one! Pros It keeps everything organized and easy to update. You don't have to go to edit and then save just simple click on what you would like to update and hit enter. We have numerous appointments and we have to be on time, pipeline keeps me on time! Cons the reports could be a little bit more user friendly, I would like to run a report for a certain entry without having to select the whole field and it doesn't seem to want to do that. other than that it is a great tool for our business. Review Source VR Verified Reviewer Sales Manager Insurance Used the software for: 2+ years ### "Great for small business" February 5, 2019 3.0 Pros Pipeline has many features that are easy and the filtering options are great. The reporting is pretty basic and as long as you do not have a lot of Sales people or too many products it is great. The deal feature is better than other softwares. the limitations on "task", no way to audit or add checklist etc., as well as not being able to tag and segregate your list in more detail needs to be looked into. We have unfortunately switched to another software that has these capability as well as being a great CRM and has more customization options. Cons It also does not have any marketing features built in which if you sell and market for your position then you will want a software that can manager your customers, contacts, sales, products, and email marketing. the limitations on "task", no way to audit or add checklist etc., as well as not being able to tag and segregate your list in more detail needs to be looked into. We have unfortunately switched to another software that has these capability as well as being a great CRM and has more customization options. Review Source VR Verified Reviewer President Construction Used the software for: Less than 6 months ### "Affordable, customizable, user friendly CRM." February 5, 2019 5.0 Pros My only experience with a CRM was at a fortune 50 company. It was an in house system that was so difficult to use that no one used it. The 7AM Monday sales meetings were spent trying to understand what each person had put into their CRM and why it was reporting correctly. Needless to say- having and using a CRM was never on my to do list. Having hired an outside sales consultant to build our sales team, I was told a CRM was imperative. Having looked at a few, pipeline deals was recommended to me from a friend in EO. The big guys are way too expensive and bloated for what we needed. Pipeline deals has exceeded my expectations on all fronts. With regards to using the software and its capabilities, I feel like I just opened Excel and am thrilled to learn about the SUM() function. I haven't tapped into the full features offered yet, but I know they are there when we are ready. As for now, I'm very pleased, and everyone can use the software without any training. Cons It would be nice if there was a slightly less feature rich program at a reduced price. Again, compared to other CRMs, this one is a no brainer. I would say training, but there are a ton of videos and emails asking if I need help and that's all on me for not taking advantage. Review Source HM Heather M. Vice President Real Estate Used the software for: 1-2 years ### "Truly terrible customer service" May 24, 2023 1.0 The customer support was terrible. Pros None. We used it for awhile as our outbound sales rep liked it, but, nobody else in the office did. Cons Truly awful customer service. Didn't offer any help or solutions to problems we had and when I communicated that we were frustrated and considering other options the rep told me, "go ahead, there's plenty of others out there". Review Source RR Ray R. Advanced Planning Specialist Consumer Services Used the software for: Less than 6 months ### "Newbies Look at PlDs" February 8, 2019 4.0 Excited to know that this tool is part of a continuum that can save time and improve accuracy. Hopeful that layouts will improve to the point that information is easy to find and easy to read. Pros Customization Column selections under the "Agenda" tab allows for flexibility in the "look." Very useful when looking at work in cue. "People" tab provides same flexibility and makes it easy to find leads/contacts for various needs: Status, Source, Activity. etc. For the visually oriented reader the "Calendar" is a great organizational tool and contains all the right information in an easy to read format with optional "Month, Week, Day" layouts. Once one distinguishes the difference between "Contact" and"Lead" the power of the link is tremendous time saver. The "Activities" field is flexible and allows for cutting and pasting data from other sources such as emails. Great tool to track past conversations and to document activity. Many other great features: Search tool, report options, and scheduling feature to mention a few. Cons The layout in the "Contact Info" box is awkward and unclear. Contact, Owner, Company (Funeral Home) information is interspersed in an illogical way. The layout of data fields under the "Custom fields-other" bar is massive and difficult to navigate when looking for a specific item. It is a jungle of data fields without a clear path. It appears that to learn how to use specific features of this package you have to leave your current page. It would be helpful to have hint/definitions {drop-downs\] embedded with critical fields similar to the "Status:" field. Ex: "Type"-Contact does not link to Digicon, Lead links to Digicon. Takes a lot of time to master the basics. Review Source VR Verified Reviewer National Compliance Director Financial Services Used the software for: 2+ years ### "I love this software" February 8, 2019 5.0 I like it a lot. I recently started using it and I love all the features and the different tools this software offers to be able to navigate and make my work load a lot easier. Pros I like how easy it is to use and how everything is very self explanatory. We have used Pipeline for many years and we are very please with the service Cons I guess the only thing that could improve a bit more if the reporting section. sometimes it can a bit hard to obtain certain reports. Review Source Christian J. Software Sales and Solution Manager Computer Software Used the software for: 2+ years ### "Pipeline deals is pretty efficient" February 12, 2019 4.0 This program is easy to use and easy to learn. uptime has been consistent, and any time there has been issues, support has been very fast. Pros I find the process in creating contacts, and logging emails a breeze. The canned note text saves some time for the repetitive things like left message or sent email or text. Cons I find the reporting lacking. I would like to get a better picture of where team stats are at, and over what period of time. Review Source Maria A. Client Relations Manager Construction Used the software for: 2+ years ### "Pipeline for Construction CRM" May 18, 2021 5.0 Overall It mostly does what I need, but I do think there could be more powerful features and improvement of the phone app. Pros I use pipeline as a CRM, mainly for correspondence and setting appointments and reminders. It’s easy to use and simple Cons I think the app is lacking in that is what I use regularly. I also don’t really use the calendar feature Review Source VR Verified Reviewer Senior Account Executive Oil & Energy Used the software for: 2+ years ### "Solid sales territory manager" February 12, 2019 4.0 I've used a number of sales and CRM tools and have found PLD to be my favorite. It's easy to control and customize to my needs and delivers a lot of capabilities that really enhance my ability to get the job done. Pros It's relatively easy to use and manage. Has a number of features that allow for customized views and reports for better focus in daily sales activities. Cons I would like to see a better or easier integration with Outlook. Review Source Kayla F. Senior Consultant Management Consulting Used the software for: 1-2 years ### "Pipeline Deals is an easy to use CRM system" December 3, 2019 5.0 It is a very nice way to keep all of your prospects top of mind and be able to track your activity as well as set reminders to do certain tasks. Pros Easy to use - keeps me logged in - custom fields and formatting - interface is simple and smart making it easy to navigate and find what you are looking for. Reporting is easy to read Cons doesn't have the ability to search by phone number or add parent companies. Easy to have duplicates. Review Source Response from SaaS Group December 5, 2019 Hi Kayla, thank you so much for your kind words! We have some ways to help you with searching. If you reach out to customercare@pipelinedeals.com we are happy to help! VR Verified Reviewer Operations Manager Management Consulting Used the software for: 2+ years ### "Easy to Use CRM" February 7, 2019 5.0 Having an easy to use CRM system has definitely helped our sales team work and collaborate more efficiently, and has helped out overall sales forecasting. Pros It is very easy to use, create custom fields, and pull reports. Cons It is missing some functionality I would like to have - specifically being able to set up and track movement between stages within the People section (not only the Deals section). Review Source Nate B. Market Sales Manager Wholesale Used the software for: 2+ years ### "From a Sales Manager perspective" February 5, 2019 3.0 I use Pipeline deals to help me manage 14 outside sales reps. Without a CRM like PD, it would be difficult. I need it to help drive sales habits better, more encompassing of their work week and pre-calls. Pros All deals tied to a customer. Able to create easy filters Cons Need a better, more usable app. Links to services like Linked In. Daily notes for customers, not just deals. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.