# Page 13 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 13 - 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 13 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 301-325 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CO Cyprian O. Reservations executive Leisure, Travel & Tourism Used the software for: 2+ years ### "This is a very easy tool with great functionality features" February 11, 2019 5.0 How we get the leads from this software gives us an opportunity to gain courage and participate fully in the business. Pros How fast the software is in regards to the work support Cons I must say the software is perfect and i have no watch out in regards to this. Review Source JM Jitesh M. Administrator Professional Training & Coaching Used the software for: 1-2 years ### "Why Pipeline" February 9, 2019 5.0 Pros i find it easy to source my future sales calls with the activity , status and stages options with all my leads Cons So far given my scope of use, it would be premature to say what I like least Review Source LM Laurie M. Life Insurance Specialist Insurance Used the software for: Less than 6 months ### "Quick & Easy" February 5, 2019 4.0 To be honest it took me a bit to learn how to do somethings. Its nice to see there are some training videos to show you how to do something but it would be nice to have a quick reference book or training. I've tried Pipeline two years ago and dropped it and started again just a few months ago. I've seen some improvements but one that I would greatly like to see is the one for the calendar. Pros Everything is in one location. If I need to look up a person I can do a quick search. Need to see what deals I have going on I can see those very quickly too. Also, like the ability to create my own star lists. Cons Color choice for the background can make some things hard to see. The calendar is very hard to see with white background. The option to choose would be helpful and so would to mark appointments with color s or something to stand out. When looking at a calendar I like to know if one appointment is something I should do the first thing in the morning. Review Source TL Thomas L. Sales Manager Insurance Used the software for: 1-2 years ### "Great software but overcomplecated " February 8, 2019 3.0 Pipeline has helpes me to better manage my salesteam and keep them acxountable. Pros As a manager I most like the ability to quickly access the each agents list if customers from one dashboard. Cons The mobile app is worthless, this software would be 10x’s more usefull to me if I the mobile app gabr me the ability to look at one agent at a time and access their most recent additions ans activities. Review Source PR Pamela R. Office Manager Computer Software Used the software for: 6-12 months ### "PipelineDeals is amazing!" February 5, 2019 5.0 Pros This software is easy to use, friendly for users of all technical expertise, and allows us to track all needed details in one place! The integration with Microsoft Office for tracking emails is fantastic. The ability to upload and export files through csv is a must for our company and works so smoothly. Cons The only way this software could be improved would be to improve the deals page. It would be nice to have a different visual for the Deals in our company's pipeline -- something more visual and graphic than just a list. Review Source BF Brock F. Fleet Account Rep Transportation/Trucking/Railroad Used the software for: 2+ years ### "Pipelines Adaptiveness" February 5, 2019 4.0 Everyone is human and keeping track of all of your customers and names and meeting times and when to follow up can be stressful at times and tend to forget. With Pipeline the features it has to set reminders and the ease of adding names and people to a particular company relieves that stress. Pros Pipeline always seems to be expanding or developing new software and platforms for ease of use. i.e. phone app Cons I personally do not like the fact that multiple people can input the same information for one company and both be assigned the customer without getting an error stating this customer is already assigned to another salesman. Review Source TV Tonya V. Marketing, Sales + Operations Automotive Used the software for: 2+ years ### "Keeps information at my fingertips" February 13, 2019 4.0 Pros Ease of accessing away from the office Housing information and conversations Cons A few functions on the search menu should look to be upgraded. ie search function- not having to put in EXACT name of company, etc Review Source DB Deanna B. Owner Wholesale Used the software for: 2+ years ### "Pipeline Deals Review" February 13, 2019 5.0 Keeping me on track with my follow up. Pros Ease of use. Can keep track of all my customers. Easy to schedule contacts. Cons Pipeline has met all of my needs in my business. I have no issues or complaints with this system. Review Source WG Wayne G. Sales Manager Mechanical or Industrial Engineering Used the software for: 1-2 years ### "TLX Review - Sales" February 8, 2019 4.0 We have remote sales people and the PipeLine has given us the customer communication visibility we were lacking. Pros Ease of use. Access from any location. Interaction allowed between users. Cons Documentation of Email communication is too slow - and at times emails never are never added - it's hard to give exact examples of this but I can show where documents are not automatically added. Review Source EA Esther A. Ad Rep Marketing and Advertising Used the software for: 2+ years ### "Easy to use" February 8, 2019 5.0 It has been really great and easy to use. Pros I like that I can quickly search for a contact by name, or company name and find it. Also, I can put in notes about the client. Cons That you can't work on several leads at a time. Review Source HD Hina D. Receptionist Media Production Used the software for: 1-2 years ### "Helps managing sales queries and job offers" February 11, 2018 4.0 Pros PipelineDeals helps managing the job offers and sales queries. It has nice looking pipelines where we can manage the offers received in various stages. It helps with the daily tasks management and the custom reporting too. Cons Would be nicer to have graphics associated with the deals in the stages. Helps with managing the stages and the deals within that easily. Review Source KS Kane S. Territory Manager Real Estate Used the software for: 2+ years ### "Pipe Line Review" February 5, 2019 5.0 Pros Compared Pipeline usage to Sales Force. Pipe Line is streamlined and easy to use. Its is a great platform for the not so tech savy employees Cons keep improving your mobile app. I mostly use pipeline on ipad Review Source RA Ryan A. Founder Furniture Used the software for: 2+ years ### "Intuitive platform that works well for project management, in addition to sales " September 18, 2017 5.0 project management that interfaces seamlessly with our sales contacts/efforts Pros Love the graphical interface, and the customizability is awesome. We use the software for BOTH our production scheduling, and our sales efforts! Review Source MA Melissa A. Data Entry Farming Used the software for: 6-12 months ### "Why Pipeline Deals works for me" February 5, 2019 3.0 Of all the CRM systems I have used over the years, Pipeline Deals is the easiest software to keep us on track and in touch with our customers. Pros The most useful components of Pipeline Deals for me is the ease of use for all of the customer management resources in a single place. The limitless updates options and reminders help keep the company on track for customer contact. Cons The main issue we have found with Pipeline Deals is the Campaign email. Once a campaign is set up if it nearly impossible to "tweek" the email for personalized purposes. Review Source JM James M. Managing Director Financial Services Used the software for: 2+ years ### "Couldn't do my job without it!" March 17, 2017 5.0 We use the platform for my investment bank and love it. I literally couldn't do my job without it. They are always improving functionality, so it just keeps getting better and better. Pros Ease of use, flexibility. Cons None. Review Source Response from SaaS Group March 22, 2017 Hi James - Thank you for the review! BS Brian S. Directior of Operations Real Estate Used the software for: 2+ years ### "Love Pipeline" February 5, 2019 4.0 This software allows us to keep in constant contact with our clients and as well as allow a collaborative platform for our teams. Pros I really like the message tracking features. Cons I really have no negative comments about the program. Review Source AW Alex W. Sales Manager Wholesale Used the software for: 2+ years ### "Best bang for your buck!" February 5, 2019 5.0 Very positive. Fantastic tool. Pros Pipeline has a easy to use platform that allows me to keep track and accomplish our sales goals. Cons The app used to crash a lot, but since the new update it has no problems. Review Source JA Jennifer A. Business Development Computer Software Used the software for: 2+ years ### "Easy navigation" February 8, 2019 5.0 My experience with PipelineDeals has been very good. It's an efficient CRM, as its easy to use and keeps everything organized. Pros It's easy to navigate and keeps everything organized. Cons Don't have any cons to report at this time. Review Source MUS Mohammed Ubead S. Sales Information Technology and Services Used the software for: 2+ years ### "very helpful " February 6, 2019 5.0 Pipeline reminders me to call clients and agenda and followup, it very easy and useful Pros Pipeline is very useful and it will be use in our mobile devices as well Cons we can use this pipeline same pattern on Mobile also Review Source Kevin F. Fair organizer Education Management Used the software for: 1-2 years ### "Easy to use " April 5, 2019 5.0 Pros Very easy to use, organized. Information easy to find. Cons Sometimes hard to copy contact information from the app. Review Source JW Jared W. Energy Auditor Construction Used the software for: 2+ years ### "PipelineDeals Review" February 11, 2019 5.0 Pros This software is easy to use, keeps all my projects organized, and helps me prioritize. Cons The new "notification" orange exclamation point that was recently added is annoying and unnecessary. Review Source DR David R. Managing Partner Information Services Used the software for: 2+ years ### "Excellent value" February 12, 2019 5.0 Great value and functionality Pros It has become a key tool every day at work to prioritize work and a safe place to store important customer information Cons The email storage seems to be a bit clumsy Review Source VR Verified Reviewer Director Of Client Services Financial Services Used the software for: Less than 6 months ### "Easy to use and great for a team" February 8, 2019 5.0 Now that we are up and running, it is fantastic software that makes my job so much easier! Pros Love that notifications are sent to selected team members on files. Helps to save time! Cons The import of our existing data was difficult, which meant I had to do a lot of manual data migration Review Source AR Aric R. Sales Facilities Services Used the software for: 2+ years ### "Great business resource " February 12, 2019 5.0 Keeping track of sales calls, emails, and deals Pros Stores lots of information for keeping track of customers and sales Cons Takes a while to get where you need to go within software at the beginning Review Source NM Nik M. Co-founder &COO Hospital & Health Care Used the software for: 6-12 months ### "Highly satisfied" November 12, 2016 5.0 Modern look and feel, our tech guy loves the API and most importantly, excellent customer support. We have used PipelineDeals for 6 months now and happily recommend it to others looking for an easy to use flexible CRM. Pros Modern look and feel, our tech guy loves the API and most importantly, excellent customer support. We have used PipelineDeals for 6 months now and happily recommend it to others looking for an easy to use flexible CRM. Cons Email formatting for templates. Calibri fonts and choice of colours. Choice of dynamic strings. 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.