# Page 16 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 16 - 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 16 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 376-400 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Senior Member - Marketing Information Technology and Services Used the software for: Less than 6 months ### "Simple, yet very useful tool and the best CRM for first time users" April 1, 2016 4.0 I've used PipelineDeals for nearly six months when I was used to manage marketing at a start up and had to put a basic CRM system together. Pipelinedeals was very flexible and let me easily configure my data to see quick results. An engineer was easily able to configure API integrations with our website and email software. Pros This tool is very easy for someone who is beginning to use a CRM. The UI is extremely simple and gives the feeling of working with an Excel sheet Excellent and proactive customer service Cons The tool is quite simple and does not offer the high level intelligence that new age marketing automation/CRM tools offer Review Source LB Laura B. Sales Manager Telecommunications Used the software for: 1-2 years ### "Great CRM for technology company" February 8, 2019 5.0 It has helped my company to be more organized. Better at forecasting and keeping track of tasks. Pros How easy it is to use. How helpful everyone is at the company. Cons When you first get started importing all your data is time consuming but once you know how to do it. It’s easy. Review Source MH Michael H. Sales Construction Used the software for: 2+ years ### "Review" February 5, 2019 5.0 Painting Pros Accessable. I like the a ility to use it on Cons Hard to figure out sometimes but at least it Review Source VR Verified Reviewer Business Owner Health, Wellness and Fitness Used the software for: Less than 6 months ### "Room to improve " February 8, 2019 5.0 It’s fine. I really wish it had slack integration though! Pros All clients organized well. I like the email tracking a lot Cons Mobile version is an afterthought and lacks great desktop features Review Source CG Cherelle G. Sr Analyst Marketing and Advertising Used the software for: 2+ years ### "Solid App" February 7, 2019 5.0 Pros Works well. Easy functionality. Efficient. Cons Could be easier to track deals but no major issues. Review Source JT Jerry T. manager Hospital & Health Care Used the software for: 1-2 years ### "Support" February 5, 2019 4.0 Good, need to fix the email problems. Pros easy to use and find my way around, tracking is a plus but, when sending a email it sometimes does not show up until later. Cons Their are some problems with the soft with gmail and having service call back to fix a problem. Review Source Adriana C. Business Manager Information Technology and Services Used the software for: Less than 6 months ### "Sales team management " September 21, 2019 4.0 Simple platform to manage prospects in a small or medium business. Pros Clean and friendly customer journey experience with all the main features available to prospects management. Cons Need to improve the analytic features and increase the metrics indicated on the deals with a more personalized reports. Review Source Response from SaaS Group September 23, 2019 Thank you for taking the time to support a review! I will make sure our Product Team sees your feedback regarding analytics. It sounds like our Excel Plugin might be helpful for you as well. You can view more information on it here: https://help.pipelinedeals.com/article/135-data-sync-for-excel-2016! Greg S. Capital Gains, Depreciation Recapture & Biz Income Tax Strategist for Top 1/10 of 1% Used the software for: Less than 6 months ### "Couldn't ask for more, period." November 16, 2017 5.0 Saves me time, saves me money, makes me money. Pros It complicates my life and makes me far more effective and efficient. Time is money, and this saves me, and makes me, a lot of it! Review Source SS Suzanne S. Lead Customer Specialist & Sales Training Legal Services Used the software for: 1-2 years ### "Great for Sales!" February 5, 2019 3.0 Been using it for about 1.5 yrs Pros It was streamlined and not cluttered but lacked easy of a comprehensive view for complex business process, both in lead, sales and post sale management Cons The lack of detail and transparency in the post sale management Review Source JW Jody W. Advertising Executive Marketing and Advertising Used the software for: 1-2 years ### "It remembers for me! " February 8, 2019 5.0 Pros It’s easy to use, & keeps up with all aspects of keeping up with my appointments and their results. Cons I wish that when I’m updating a company name (misspellings, for ex), that it would automatically update it in the deal of the same name. Review Source vJ victoria J. marketing floor manager Hospitality Used the software for: 1-2 years ### "Pipeline review" February 12, 2019 5.0 Pros ease of use - very intuitive and easy to train new users Cons reporting coule be little more detailed. Would like to be able to run based on people and drill down to refine the report based on date entered into pipeline rather than last activity Review Source CM Carlos M. Director of Client Services Information Technology and Services Used the software for: 2+ years ### "Satisfied User" February 8, 2019 4.0 Pros Flexibility and ease of creating dashboards Cons limits on customizing reporting options Review Source ML Mitchell L. Select Producer Financial Services Used the software for: 6-12 months ### "PipelineDeals makes sales life easier" February 8, 2019 4.0 Overall the PipelineDeals platform is great for what I use it for. The app could use some work. Pros The navigational aspects. It is easy to find what I need when I need it. Cons The app doesnt allow me to see the description of the person I am calling. I use the description to let me know how to go about starting the conversation. It makes it difficult when I set up my call list in the morning for calls on the road. Review Source VR Verified Reviewer Associate Financial Services Used the software for: 6-12 months ### "Decent platform - can be more user friendly" February 5, 2019 3.0 Good platform, but can be more user friendly Pros Easy to view deals. Has a ton of features and good platform to track deals. Cons Difficult to search / navigate. Sometimes doesn't capture entire search word. Review Source BJ Brittany J. Sr Team Lead Publishing Used the software for: 2+ years ### "Pipeline Review" February 5, 2019 4.0 Pros Its nice that Pipeline is robust enough to accommodate our many clients and many team members using the software. Cons I'm not a fan of how comments are nested. It's not super obvious which is the most current comment. Additional the search functionality is lacking. I always seem to end up in strange deadends when I search for something. If I don't access what I'm looking for from the email I was sent, I don't find it. Review Source VR Verified Reviewer IT Recruiter Staffing and Recruiting Used the software for: 6-12 months ### "Great Database" February 8, 2019 5.0 Pros It is easy to keep track of what is currently happening with all clients. Cons It sometimes would be hard to navigate, but overall it is user friendly. Review Source KH Kezie H. sales executive Insurance Used the software for: 1-2 years ### "Great Software!!!" February 5, 2019 5.0 I win a lot of deals simply because I am in constant contact with my clients and I can easily retrieve information and remember and schedule my appointments. Pros User Friendly and the constant contact from the team. Cons with regards to the mobile app- it is limited. Review Source GN Greg N. sales Accounting Used the software for: 1-2 years ### "positive experiance" February 5, 2019 3.0 I use this as a call organizer. The program works great for me. Pros I do not use the full functionality of the program. But for what I need it for. It is very good! Cons I do not have a coment that would help anyone. I like the program Review Source DD Deyan D. Salesman Farming Used the software for: 1-2 years ### "Rating for PipelineDeals" February 9, 2019 4.0 I sell agricultural machines. It helps me to follow the steps to close the deal and to offer the specific machine on time for the season. Pros It is very intuitive to work with. Analizes are wert helpfull. Cons Iqos version is not so perfect as windows version Review Source BL Brian L. RVP of Business Development Health, Wellness and Fitness Used the software for: 6-12 months ### "good but not great" February 5, 2019 4.0 Overall I am not dissatisfied with the system or overly satisfied. It does the job and thats all I can ask for at this point Pros its very simplistic as compared to Salesforce. SF just has too much. Cons When I click back it negates the aspects that I was looking at. Also, the multiple add on's for each search parameter is too much. The ease to scroll through the software is not very user friendly either. Review Source LP Lori P. Customer Solutions Representative Non-Profit Organization Management Used the software for: 1-2 years ### "Ease of Use" February 6, 2019 4.0 Our organization has an up to date review of what deals we have and also ease of use for repeat deals we have scheduled. Pros We have a snapshot of all of our deals currently in the pipeline. Cons Many updates needed, and not updated from email captured. Review Source AS Adrian S. Used the software for: ### "A competitive product if you want straightforward sales automation" January 4, 2011 4.0 On the surface there’s a lot to like about PipelineDeals. Despite some wasted space and curious design choices, the UI is generally clean and straightforward, and manages not to be overwhelming, an achievement in its own right. We like that. We also like the “home” tab, which provides an “at a glance” view of your daily agenda, latest activities, deals by stage, and other general information. It’s an instantly usable product. Dig in a little deeper and the picture gets more complex. PipelineDeals organizes people and companies into three main categories: “leads,” “deals,” and “contacts.” Leads are unqualified contacts that need some sales work: deals are concrete revenue opportunities to be won or lost: contacts are just about everyone else, and can be associated with deals. Pros At $15/user/mo it’s an attractive choice deserving of a good look Cons We’re not entirely sold on this trifurcation of contacts. It’s an old-school approach aimed at pushing contacts through an automated pipeline and it suffers from being too linear. It’s a sales automation tool, nothing more, nothing less Review Source ZH Zach H. Project Manager Construction Used the software for: 1-2 years ### "Pipeline Deals Review " February 8, 2019 4.0 Again, It keeps me in line with my schedules and keeps me on track. Pros It keeps me on track with my schedule, sales goals, and customers. Cons I get an email every day at 1 a.m. There could be bigger issues but this is my only complaint. Review Source CC CORRY C. President Civil Engineering Used the software for: 2+ years ### "We use it" February 8, 2019 4.0 We were writing proposals and then never checking back on them to see what was happening. We were losing track of them. We've increased our win rate by over 10% just by staying on top of it. Pipeline Deals has helped us to track all of this. Pros It helps us track the leads and proposals we're writing. THings don't fall through the cracks anymore and that means better closing rate on sales. Cons The reporting features are not fully intuitive. But it's not too bad. Review Source ME Mike E. Business Development Media Production Used the software for: 1-2 years ### "Customer and Prospect management" February 6, 2019 5.0 Pros Edit capabilities to customer / prospect records. Easy to click within views with edit options and choices clearly displayed. Cons Integration with Rackspace email with Pipeline Deals Activity feed could be improved. 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.