# Page 11 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 11 - 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 # Page 11 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 251-275 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JC Jessica C. Onboarding Specialist & Concierge Consumer Services Used the software for: 1-2 years ### "Pipelines Review" February 5, 2019 4.0 We have been able to accurately keep all of our clients and prospective clients records organized. As long as we input out notes correctly, anybody in our organization can view the status of accounts. Pros I love how user friendly the software is. I also love the great customer service I have received through chat or a phone call. Cons I do not like how you cannot "un-merge" if you accidentally merge a person. I wish that you could easily get rid of duplicates without having to pay dedupely extra money or going in and manually merging duplicates. Review Source ML Martin L. Director of School Partnerships Education Management Used the software for: 2+ years ### "Pipeline Deals computer/iPad" February 5, 2019 5.0 I always review the past history of an account before calling on them. Pros It is simple to use and gives me the options I need. Cons It works easily on a computer but is frustrating when using it on an IPad. It appears there are two different protocols it interact with the software. I work in the field and enter my information after each interaction using my IPad Review Source DS Desirae S. Data Quality Professional Farming Used the software for: Less than 6 months ### "PipelineDeals" April 20, 2017 2.0 If you are looking for a simple lead tracking system, this may be a nice product for you. However, if you want to do more than track leads and start really generating proposals, products and services, you may need a more robust system. Worth a look and worth talking to the sales folks. Pros What I liked most about this product is its simplicity and ease of use. It allows for multiple projects under one client and still allows various sales people to work with the same client. You can track the sales by the sales rep. The layout is easy to use and the app has a manual call tracking piece. Cons What I liked least about this product is its simplicity. It's a double edged sword in this case. It lacks the ability to generate proposals. You will need an external system to create the proposals and upload them to the client. This could be a deal breaker for some. Review Source RG Roberto G. Logistics Director Building Materials Used the software for: 2+ years ### "Makes easy to Control all Projects " February 12, 2019 4.0 The best I can see using Pipe lines is I am able to Track everything on Pipelines . All emails, contacts,Invoices ,estimates etc... Everything is there handy and easy to access. Pros Let me overview and keep Control on all projects since from start to finished and keep all history of projects and people related to projects ,contact etc.... Cons To be honest do not have any complains Review Source AE Anthony E. Estimator Construction Used the software for: 2+ years ### "Great Way To Track Sales" February 8, 2019 5.0 We have been able to track our sales and create company wide sales goals. We can look at our sales teams progress as well find our past customer and their buying trends. Pros Before Pipeline we did our tracking on spreadsheets, now Pipeline allows to look at year or compare past years very easily! Cons The APP is a little different view than when you sign on with desktop version Review Source TF Tandra F. Business development director, West Virginia Insurance Used the software for: 2+ years ### "Cloud based filing cabinet!" February 5, 2019 4.0 I love pipeline deals because it’s like I can access my office from anywhere or from any device. Pros The ability to pull reports based on specific data you load. The types of reports you pull are basically unlimited. Cons I’d like to see a more condensed version. A condensed overview. The fields could be a lot smaller and easier to use when you build the data. Review Source VR Verified Reviewer Account Exec. Insurance Used the software for: 2+ years ### "Pipelines Review" February 13, 2019 4.0 Pros Able to keep track of opportunities and their outcomes. Track annual premium sold. Cons Not much. The software did what it was supposed to do. Review Source NR Nicola R. New Business Consultant Financial Services Used the software for: 2+ years ### "Pipeline Review" February 13, 2019 4.0 Can only repeat the pro's listed above Pipeline is being used on a daily basis in our business Pros Simple to execute Excellent for keeping track on applications and the stages for where it is on a daily basis User friendly Tool for easy access on transactions done in the past. Cons No negative comment in this regards No negative comments in this regards Review Source AF Ashley F. Manager Telecommunications Used the software for: 2+ years ### "Pipeline Review" February 6, 2019 5.0 Great! Pros It is very easy to use and all my employees learn quickly Cons I get logged out of PL on my phone a lot and dont get notifications Review Source CP Claudio P. Engagement Manager Management Consulting Used the software for: 2+ years ### "Adaptable, connected, keeps you in focus" March 20, 2017 5.0 We were able to standardize our sales and project management processes with ease, with Pipeline Deals working our way and not the other way around. It is adaptable, extensible, works well in Web and mobile platforms, saves us much time. Pros The ability to create new templates and processes easily, work collaboratively and keep the eye in the ball Cons None Review Source Response from SaaS Group March 22, 2017 Thank you for the review Claudio! KA Kristen A. Marketing Construction Used the software for: 1-2 years ### "We love Pipeline" February 5, 2019 5.0 All of our BD folks are using the system, whereas before, only one was. It's been incredibly helpful as we create sales plans going forward. Would recommend this product! Pros Ease of use and customization. Anyone can use the software, and it's nice there is a mobile app. A lot of customization is available, but not necessary. Also like how they are constantly coming out with new features. Cons Customer service - our first rep was amazing, but it's gone down hill since then. Their chat feature is very helpful, though! Review Source VR Verified Reviewer VP - US Operations Computer Software Used the software for: 1-2 years ### "Very Useful " February 5, 2019 4.0 Pros PD has fields to capture so many details about your targeted leads. It also has options to set up future tasks. Cons Some features are not intuitive and it currently doesn't sync with Reply.io the tool we've chosen for email marketing assistance. Review Source RL Robert L. President Pharmaceuticals Used the software for: 2+ years ### "Useful Business Tracking Tool" February 5, 2019 4.0 I use this all of the time to track all aspects of potential programs. I haven't had experience with more expansive programs, but hear they are user unfriendly. Pros Ease of use and pretty powerful. It's intuitive to use. Cons Hard to search some fields and I don't trust the bcc function so end up bcc'ing to inbox and having to file each email separately. Review Source TM Tiffany M. Advocate Specialist Telecommunications Used the software for: 1-2 years ### "Great Tracking Tool " February 5, 2019 5.0 Before I would have difficulty remembering to follow up with clients, but when I create an event it will send me a reminder, which has been super helpful. Pros Keeping track of clients, potential clients, and deals has not been easier! I love how I can filter the things I want to look for with ease. I highly recommend due to its efficiency in tracking every little detail. Cons I have not complaints so far about Pipeline because it has everything that I am looking for when it comes to tracking my clients. Review Source TD Tamara D. Sales Coordinator Construction Used the software for: 2+ years ### "Pipeline Deals Review" February 12, 2019 4.0 I have enjoyed utilizing Pipeline Deals as I have used many in past as well as TourdeForce and like the ease of Pipeline much better. Pros ease of use for new contacts(people),companies ,creating deals and lists Cons Duplicate information and or standard for creating to prevent duplicate information,reporting ,ability to add additional items to fields Review Source KO KELLY O. Owner Construction Used the software for: 2+ years ### "Great Service For Value" February 5, 2019 5.0 We mainly use it for customer management as well as inner office communication. Pros It is very user friendly. We've been extremely happy with the customer service we've received. I like that it keeps our office in sync with each step of the sales process. Cons The app is not user friendly. It is very frustrating to use. Review Source MR Marla R. CDO Health, Wellness and Fitness Used the software for: 1-2 years ### "We need a new CRM" February 8, 2019 2.0 We are currently using google doc spreadsheets to supplement the limitations of pipeline deals Pros I am really not a fan of the Pipeline deals software. We are currently looking into purchasing another system because of the limitations of pipeline deals. Cons There are many limitations, it doesn't allow accounts to be tracked together. It doesn't allow multiple pipelines to occur, accounts get lost in it, hard to see what other people are doing, customization is not great. Review Source KB Kelsey B. Director of Business Development Research Used the software for: 2+ years ### "Pipeline Review" February 8, 2019 5.0 Small adjustments that should be possible, have not been (we need required fields (stage) that are not available, locking the scroll bar at top, faster navigation between pages, master deal ID's that can not be altered so easily, etc. Pros This software is great for single site operations. Cons This software is not designed for research Network Groups. Review Source KU Kathy U. Sales & Marketing Pharmaceuticals Used the software for: 2+ years ### "Nice, easy to use tool" February 5, 2019 5.0 It was very positive. Loved the customer service especially. Pros We actually had a high adoption rate for usage because it was so easy to use and super intuitive. It was almost like a glorified excel spreadsheet. For a firm our size (35 employees) it was perfect. Cons Just minor things. No complaints really. Review Source AR Aminur R. Senior Engineer Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Feedback" February 8, 2019 5.0 Pros Ease of use and simplicity in the layout. Need to improve ability to create deals. Cons Alot of improvements in the mobile app, but still want to have access to my pipeline Calendar on the app Need to add, managing sales/deals by sales people within pipeline (deals closed, commissions etc.) Review Source AS Alan S. CEO Computer Software Used the software for: 2+ years ### "Deals closing rate improved with Pipeline Deals" September 29, 2017 3.0 Pros Using Pipelines Deals, its easy to mange prospects and hence close the deals. It helps us staying on track with any Deal and we can manage activities easily. Cons It will be great to integrate it with Apple email. It works with Google but I need to manage it with Apple emails and calendars. Review Source BK Brett K. Energy Consultant Environmental Services Used the software for: 2+ years ### "Proud Pipeline User" February 5, 2019 5.0 I like how I can organize my deals between the fields with one click. Pros Its ease of use and how other members of my team can access each others accounts. Cons My only wish is that they would add a shortcut to add a note. I wish I could do it from the list instead of having to open up the individual project. Review Source JD Jessica D. Office manager Computer Software Used the software for: Less than 6 months ### "Nice tool to use" January 15, 2024 4.0 Only during the covid year, I did use it to help the sales team for lead gen. Pros I liked the way it was pretty easy to find who I was looking for in the data base. Cons Since it is not really part of my job to use a CRM, I have not used all the features, and maybe not at their best potential. But it was not always easy to understand all the given features. Review Source Response from SaaS Group January 22, 2024 Hi Jessica. My name is Chelsea and I'm the Product Marketing Manager for Pipeline CRM. Thank you so much for taking the time to leave us a thoughtful review! Learning a new CRM can be time-consuming, we get it! I'm sorry you found it challenging to get caught up on all the features. Here are some resources you may find helpful! Also, I think you'll be interested to learn that we are publishing more training content in 2024 to help users like you get up and running ASAP! Pipeline CRM Onboarding Bootcamp: https://help.pipelinecrm.com/article/1456-onboarding-one-pager 2 Webinar tutorials for getting started: https://pipelinecrm.com/webinars/ VR Verified Reviewer Design Consultant Construction Used the software for: Less than 6 months ### "Pretty Good Product" February 5, 2019 4.0 Using Pipeline keeps me from forgetting a lead and not following up. The "Schedule a Follow Up" pop up has saved my career a couple times!!!! Pros It is easy to enter and edit information in Pipeline. Cons The app is hard to use. It takes too long to drill down in information. Too many clicks to get a phone number. Agenda feature is not as good as the Calendar feature on the PC version. Review Source CR Charles R. Group Development Director Used the software for: 2+ years ### "very easy to get up and running with an international team" September 22, 2017 5.0 Pros ease of use - we have a team across three continents per user pricing - bring on and drop off people and the price changes It works - it has never failed Cons Still quite basic but it does all we want it to do and if necessary we can do stuff in excel via export and links Review Source Similar Products Featured