# Page 15 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 15 - 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 15 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 351-375 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SG Stan G. Director of Sales Computer Software Used the software for: 6-12 months ### "PipelineDeals helps closing deals" October 20, 2017 4.0 Great CRM tool to help managing deals and closing new projects. Pros PipelineDeals helps closing the deals. The main fact behind closing a deal is how effectively you can reach out to your prospects. Using PipelineDeals, you know your activities and understand when to reach a prospect to followup. It has helped us closing the deals. Cons The integration with Google calendar can be managed using PipelineDeals. It will helps us reviewing our activities right from google calendar. Review Source CA Carter A. Broker Real Estate Used the software for: 2+ years ### "Pipe" February 5, 2019 5.0 We are Biz Brokers and for what we do it is been wonderful. Pros great customer service, easy to work with Cons wish there where more functionality for ease os access. Review Source DJ Darcy J. Global Projects Channel Sales Manager & E-Learning Used the software for: 6-12 months ### "Useful but not intuitive" February 5, 2019 3.0 Pros I like that that the open API let us link our internal software with the CRM Cons Not as intuitive as I would hope - find it hard to differentiate between leads and exporting and importing is quite labor intensive. If this could be made easier it would be great Review Source JJ Jun J. Account Manager Marketing and Advertising Used the software for: 6-12 months ### "Easy to Use and resourceful" May 29, 2015 4.5 Pros The user interface is easy to navigate and the filtering ability is what we need to kickstart the deal. The color is not too sharp nor distracting. It is a great place to log all client messages so at a later time we can come back and review them anytime we want. Cons Sometimes it would be nice to have a feature to group specific people, they could be in the same team. It would be great to be able to compare teams' performance to make people more excited about what they are doing. It will also be nice if we can manually input the deal's percentage on our own. Sometimes a slightly more user friendly user interface would be nice as well. Review Source AS Amy S. Marketing Manager Construction Used the software for: 2+ years ### "Good overall" February 5, 2019 4.0 Pros I like the email tracking within the app and the customizable sections. Cons I wish it could integrate better with QuickBooks and Smartsheet. Review Source SA Susan A. Dir Coordinator Medical Devices Used the software for: 1-2 years ### "CRM Review" February 8, 2019 5.0 Very Satisfied with Pipeline works well for our team. Customer support is excellent. Pros Ease of use Tracking capabilities with E-mail Tasks and Activities keep team informed Cons Sending E-mails if you copy another contact unable to track the e-mail I wish our accounting software was compatible with Pipeline Review Source TE Ty E. VP Business Development Wholesale Used the software for: 2+ years ### "VP Business Development" February 21, 2019 4.0 Pros It allows our team to collaborate on all new customer opportunities. Cons Sometimes all of the needed people are not loaded in PD. Review Source CG Christina G. Sales Utilities Used the software for: 2+ years ### "Sales" February 8, 2019 5.0 Love it ! Pros Lets you know when you have call back app, also great for notes. Cons Nothing, its great. It helps me with everything I need. Review Source MD Mario D. Account Exec Marketing and Advertising Used the software for: 2+ years ### "Gift Card Review" February 11, 2019 4.0 Overall good experience. I like it. Pros the lead structure and categories is awesome Cons Sometimes Pipeline lags really bad or lose connection Review Source sV shane V. Sales rep Wholesale Used the software for: 1-2 years ### "Pipeline Deals Review" February 5, 2019 4.0 I enjoy using pipeline deals and I plan on continuing to use it to help me in my sales role. Pros makes it easy to add personal contacts and schedule tasks within network. Like how it adds contacts via email and notes conversations. Cons The software does not work well with our network and is slow at times Review Source JN Jeremy N. Marketing manager Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "Increased sale by using PipeLineDeals" February 28, 2018 5.0 Pros PipelineDels has helped us increase sales. It let us easily manage prospects and help close the deals. Our sales team is motivated using this CRM. Cons Pipeline comes with an easy to use mobile application which lets sales team manage deals while driving from their mobile phones. Review Source BD Bradley D. Manager Computer Software Used the software for: 2+ years ### "Works Great" February 12, 2019 5.0 Always positive Pros Simple to use and does everything you need Cons Customization has its limits - but customization causes complexity Review Source JW Jeff W. Outside Sales Construction Used the software for: 2+ years ### "PipelineDeals Review" February 8, 2019 5.0 None Pros Ease of use, simplicity of software, easy to filter and organize. Not too many features that I don't need. Cons Nothing. Review Source MS Mitchelle S. Marketing Director Non-Profit Organization Management Used the software for: 2+ years ### "Good as a database, not great for marketing" February 5, 2019 4.0 Pros Flexible and relatively easy to use. Allows a lot of custom fields Cons Doesn't play well with our email marketing platform. Review Source Brian G. Principal Designer Computer Software Used the software for: 6-12 months ### "Great features for the price" February 8, 2019 4.0 Pros It has all of the basics of CRM covered and covered well. Overall, the software is easy to use and well designed. Cons It can be a bit tricky to pick up all of the CRM concepts if one is new to CRM. Review Source AB Andreas B. Strategic Account Manager Industrial Automation Used the software for: 2+ years ### "Try it, you'll like it!" February 9, 2019 5.0 Improved Visibility Pros User friendly and ease of usage. Great organization tool. Cons Reporting function and exporting into Excel. Review Source JC Jeff C. owner Internet Used the software for: 1-2 years ### "Good overall, needs improvement.." February 6, 2019 4.0 Great customer service, JP, the CEO/founder is a great guy to chat with, we need more training and would love to have them be proactive in doing so. Pros Ease of use. The overall cost is good and I like the fact that there is no contract. Cons It does not have the depth of other CRM's that we are now exploring. Review Source AR Amy R. Publishing Used the software for: Less than 6 months ### "Sales Tracking and SO Much More -- Perfect for Small Publishers" June 19, 2015 5.0 I reviewed oodles and oodles of cloud-based CRM tools (Insightly, Salesforce, Sugar, etc) looking for a features that would allow me to easily build a customer (and contact) management system that would allow our team to track data related to distribution of our publication, subscriptions and renewals, writer and photographer contacts and correspondence, plus advertising (and renewal) sales. I test drove at least a half-dozen other products -- none of which were built in a way that accommodated other data management needs in a simple, easy to use way like Pipeline. There are other systems out there for publishers, but most cost in the ballpark of 100-150 per month to use. Pipeline is the only product I'd recommend to other small publishers -- and for two of us on staff, it's a life-save. If you're using six excel spreadsheets to track information and punting it back and forth between multiple contributors -- for heaven's sake. Stop. Do a trial. It'll speak for itself. (Oh, and did I mention the awesome mobile app? There's a mobile app. Business contacts anywhere on the go). Pros Is EVERYTHING a valid response? Cons I wish I'd found Pipeline from Day One of my magazine publishing business. Review Source JR Jessica R. Operations Manager Construction Used the software for: Less than 6 months ### "Pipeline Deals for Project Management" February 2, 2017 5.0 We used this program for two years with our sales staff of 11 sales employees. For the price it is a good CRM, it allows for multiple projects under one client while also allowing for different sales reps to work with the same client, tracking sales by Rep. The layout is intuitive and features manual call tracking. Pros The sort lists for exporting leads and sales reporting are easily customizable and allow for complex analysis. Cons There is a lack of internal proposal generation. We moved away from Pipeline to work with a program that incorporates all aspects of automated client interaction tracking with the proposal generation software included. With the pipeline, we used an external word doc for quoting and uploaded it to each client's contact. I much prefer a system that captures all areas of the estimation process within one program. Review Source BM Brenden M. Benefits Specialist Insurance Used the software for: 1-2 years ### "Amazing Program" February 12, 2019 4.0 Using Pipeline Deals is very easy and user friendly. It definitely has made client managing much more of an ease. Pros Very user friendly. I love having one place to manage all customers and see a daily to-do list to make sure we are staying on course. Cons The mobile application for mobile devices. Review Source BD Brishaun D. Analyst Coordinator Consumer Services Used the software for: 1-2 years ### "Great CRM" February 5, 2019 4.0 Pros Pipeline allows you to keep track of important details relating to your company's sales, clients, and employees. Everything is at your fingertips and is customizable for your company's needs. Cons Not being able to see if a lead/client is duplicated by the phone number. Review Source AM Aprille M. Business Development Officer Financial Services Used the software for: Less than 6 months ### "Review of Salesperson's daily software uses " February 12, 2019 4.0 My overall experience to date has been limited because I do not have time to enter the info into the program most days. I must be honest, it probably would be very helpful if there was time to learn all that it can do and enter the information. I am only filling this out because you keep asking me to. I have not used it to it's fullest extent to provide areal valuable evaluation. Pros It does appear to be easy to use - however, there are some things I wish it did that would make it easier. Cons I think that you should be able to type in a name and search for it. Perhaps you can and I just don't know how. Also, I would like to have it sync outlook into it but so far we have not been able to do so. It would be nice to have reports printed that would be helpful on a daily basis. I'm sure all of this can be done once given the time to look into it further. Review Source DB Danielle B. Office Manager Construction Used the software for: 1-2 years ### "Great CRM" February 8, 2019 4.0 Overall, we are really happy with Pipeline Deals and will continue to use it in the future! Pros It is a great CRM that keeps everything organized and is really easy to use. Cons It is not as easy to integrate with other software. An example would be in trying to create software shortcuts. Review Source RD Rocky D. Territory Manager Automotive Used the software for: 2+ years ### "ALl in One CRM" February 12, 2019 5.0 Pros Ease of finding clients and pertinent information Cons Nothing, mobile app and desktop methods work seamlessly Review Source JC John C. benefits specialist Insurance Used the software for: 2+ years ### "happy with PD" February 7, 2019 5.0 Pros Great ease of use for keeping organized. Cons Sometimes has lag time when trying to switch in between deals. Review Source Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/) ## 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.