# Page 17 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 17 - 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 17 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 401-425 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use David S. Project & Account Manager Internet Used the software for: Less than 6 months ### "Good CRM—does the job fine and looks nice." October 21, 2018 4.0 Pros Easy to use and train new/inexperienced employees on. Cons Nothing really—does exactly what it is supposed to with little effort from user. Review Source jR jasmine R. Leasing Rep Accounting Used the software for: 1-2 years ### "Great service" February 7, 2019 5.0 My over all Experience with pipeline deals have been excellent. It Is very easy to move around and locate different deals. Pros It is very easy to understand and move around. Cons There is nothing I can say that I least like about this software. Review Source JC Judy C. Regional Director E-Learning Used the software for: 6-12 months ### "Great solution for small companies " February 8, 2019 5.0 Happy to use pipeline as opposed to Salesforce which was used in companies where I have previously worked. Pros Ease of use; captures top level account information necessary to quickly access details to manage your pipeline as well as prep for a call/ meeting. Other sales management systems are just too heavy for small companies. Cons Would be better if drop down menus were customizable. Review Source JC Jeremiah C. General Manager Construction Used the software for: 6-12 months ### "Excellent way to track your sales." February 8, 2019 3.0 Pros This program makes your slaes pipeline easy to see. Eliminated a huge white board for us. Cons The learning curve of a new software. Getting all the employees to use it. Review Source VR Verified Reviewer Business Development Specialist Staffing and Recruiting Used the software for: Less than 6 months ### "5 stars" February 5, 2019 5.0 Pros PipelineDeals is very user friendly and easy to use on multiple devices. Cons I have no cons about PipelineDeals. Highly recommend Review Source DDT Dorick Dexter T. Free Lancer Collector. Accounting Used the software for: 1-2 years ### "Dexter Tucker. " February 5, 2019 5.0 It helps me keep organized on task and todos. Pros I think it is very user-friendly and clear regarding where you can find things. Cons At times it stock for a few minutes and you would then need to start all over againg. Review Source Olivia M. Director of Partner Development Marketing and Advertising Used the software for: 6-12 months ### "Similar to Salesforce but better looking" April 22, 2019 5.0 Pros Easy to use and nice user interface. Way better looking than Salesforce. Cons Almost too many dashboards and reports. Needs to be simplified for my business at least. Review Source AW Allen W. Sales Manager Financial Services Used the software for: 1-2 years ### "I've been using PipelineDeals for a little over a year." May 29, 2015 4.5 Pros The best feature of this product for my team is the ease of use within the collective group. I can upload documents to which my processors will have access to without needing to send me one off emails. We can update each other on tasks due, file status updates and milestones as well. Cons The only negative to this product is the lack of ability to upload more than one document at a time. There are typically twenty or more documents that we need to upload for a file. Because we have to upload each document individually it does take a bit more time to complete that task and move on. Review Source BC Brian C. President Management Consulting Used the software for: 2+ years ### "Great CRM and Sales tool without being over the top" May 18, 2015 5.0 Pros I like the simplicity and the ability to customize after you are ready. Works out of the box and then you can get fancy later. Cons Organization of the list is a straight list, you can't make it into a hierarchy structure if you want to. Review Source AS Anthony S. Site Manager II Telecommunications Used the software for: 1-2 years ### "Could be very useful" February 12, 2019 4.0 Able to show our company the projects that our site is currently working on. Allows communication with management without having to tie up each others time. Saves time reviewing the status of projects as we can update them as progress is made or when a project has been terminated. Pros From the time that I had access it seemed to be pretty easy to navigate the site and enter the information that our company was looking for. Cons Somehow my password changed without me changing it and it has been a nightmare trying to get back into my information. Between our company IT and Pipeline IT is should not be this hard to get back into my information. Review Source Jean-Baptiste D. Head of Business Development Health, Wellness and Fitness Used the software for: 1-2 years ### "null" May 20, 2016 4.0 Review Source VR Verified Reviewer Business Development Online Media Information Technology and Services Used the software for: 1-2 years ### "null" March 24, 2016 4.0 Review Source Matthew W. Vice President Internet Used the software for: 1-2 years ### "null" March 31, 2016 4.0 Review Source SB Sreekandh B. Technology Advisor Management Consulting Used the software for: 2+ years ### "Worlds best CRM, which has coolest API extensions " June 5, 2015 5.0 Pros Its a great CRM software with a stable engineering foundation. There is no jazzy features but you can easily extend using their cool API. Their customer success team is awesome, in facts its world class. ( I work with more than dozen of software vendors, PLD support is perhaps the best i have received so far ) Cons Pretty much nothing to mention here. What ever they do is well thought thru and keeping customers in mind. Review Source AG Amy G. territory sales Used the software for: 6-12 months ### "It's way better and easier to use than Salesforce." September 13, 2017 5.0 Pros It's very intuitive. You don't have to take a day long training course to learn it. You can customize it to your specific needs. And the support is fast and helpful. Cons There are things I don't use but it's easy enough to modify. I just need to take the time to customize it to my needs. Review Source Response from SaaS Group September 19, 2017 Thanks for the awesome review Amy! You Rock! Best, PipelineDeals Team VR Verified Reviewer CSR Machinery Used the software for: Less than 6 months ### "Pipeline review" February 12, 2019 5.0 Pros It makes it easy to keep track of individual product lines. Cons i have not found anything i don't like as of yet. Review Source mP matthew P. sales rep Business Supplies and Equipment Used the software for: 6-12 months ### "REPORTS & EDITING" February 5, 2019 4.0 Follow up with customers has become much easier. Looking at past activities per customer helps to focus sales. Pros Calendar feature is my favorite. Easy to keep up with appointments and easy to edit. Cons A feature to show reports during specific dates would be useful instead of 7 days, Month, quarter, etc... Would also like to be able to edit activities more than once. Review Source SS Scott S. Account Manager Wholesale Used the software for: 6-12 months ### "Good CRM for salesperson" February 5, 2019 5.0 Helps me keep track of when I reached out to clients/prospects last, and reminds me when I need to follow up. Pros \- Ease of recording contacts with prospects/accounts - Integration with outlook which makes documentation that much easier Cons \- Having to sign in and open the web page to record contacts (would be nice to have a desktop application, which has a built in CRM. Review Source JR Jesse R. Regional Sales Manager Wholesale Used the software for: 1-2 years ### "Pipeline Review" February 11, 2019 5.0 Pros Managing my customer's information, scheduling and follow up. Keeping track of sales call results and setting alerts to follow up Cons I would like it to be more seamless with my outlook. Review Source TS Tyler S. Business Development Specialist Used the software for: ### "Very easy to use UI; extremely good customer service" March 16, 2016 4.0 Let's start with the pro's that I have found out so far. 1. Very easy to use and very customizable which makes it easier to use. 2. Extremely amazing customer service. If you have questions there are tons of ways to get a hold of them, their chat platform is great to use for simple questions. 3. Great exporting features. Now what I think they could do differently or add. 1. Add some sort of lead scoring platform that tracks prospects and leads through the buyers journey. Make this an automated process as activities are added to an account that hasn't converted to a customer. 2. Add more Mailchimp capabilities such as being able to draw the mail chimp scores or fields that are attached to a list. I have a lot of custom fields in Mailchimp and Pipeline that don't sync up. Pipeline could easily compete with the more expensive platforms such as Salesforce, Marketo or Hubspot if they would expand a bit and add new services. Obviously for an extra cost, but to an SMB that can't afford a more expensive robust system it would pay off. Pipeline is a great CRM, alot of room to grow though. Review Source VN Vicky N. Lead UI/UX Computer Software Used the software for: 1-2 years ### "Helps managing the sales deals" February 22, 2018 4.0 Pros PIpeline Deals helps managing the sales pipeline and the deals within these. Deals can be moved to various pipelines based on their status. Helps with managing the leads easily. Review Source DJ Dinesh J. Inside Business Development Manager Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "Detailed and user friednly" February 9, 2019 5.0 Excellent and will refer to others Pros A lot of options to pick from and use it, Data can be exported into excel User friendly Cons It needs to be more customizes to serve each department need Review Source AP Anthony P. Client Consultant Chemicals Used the software for: 1-2 years ### "Pipeline Deals review " February 8, 2019 4.0 I am staying up on new and current clients Pros I like the task feature. He keeps my on task with all the things I need to do. Cons I wish there was a way to scan business cards like other CRMs Review Source KR Kelly R. Graphic designer Computer Software Used the software for: 6-12 months ### "The deals helps managing prospects" March 2, 2018 5.0 Pros The pipelineDeals CRM helps us create deals to manage the prospects and their project requirements. It helps creating tasks against a Deal. helps to manage the prospects well. Cons Interface is user friendly and help us to manage and create project deals. New contacts can be imported via CSV and it integrated with 3rd party tools. Review Source JH Jessica H. Realtor Real Estate Used the software for: Less than 6 months ### "PipelineDeals for Real Estate" February 4, 2020 5.0 Overall my business is more organized and I stay on top of my tasks for each of my leads and transactions I am handling. Pros This software helps me manage my leads and contacts. It keeps everything on tract and helps my transactions run smooth without missing a beat. Cons This software has a lot of features I haven't used just yet. It takes a little time to learn but so far it has performed great. Review Source Response from SaaS Group February 20, 2020 Hi Jessica, thank you so much for taking the time to give feedback. Feel free to get in touch if you have any questions, we are happy to help! 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.