# Page 18 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 18 - 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 18 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 426-450 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JP Jimmy P. Photomeric Technician Construction Used the software for: 1-2 years ### "Pipeline Deals is great" February 5, 2019 4.0 Pros The tracking ability. We can now track emails and all movement on each deal in one place. Cons The length of time for an email that was forwarded to show in the email box. Review Source CC Calton C. CRO Internet Used the software for: 6-12 months ### "Great Product!" February 12, 2019 5.0 Easy access to current deals, recently closed deals and overall forecasting. Much better than Salesforce. Pros I like how easy it is to use and that it’s very easy to train my sales team on this use of this platform vs other CRM’s like Salesforce which can require multiple training sessions. Cons I like the software. It works great so I have no cons. Review Source KB Keith B. Dispatch Specialists Transportation/Trucking/Railroad Used the software for: 1-2 years ### "Able to keep track of goals effortlessly!" February 5, 2019 4.0 Pros The ability to input and maintain information that's readily available in an organized manner. Cons Nothing at this time. Only wish it was a bit more industry specific. Review Source HL Hayden L. Owner/Operator Marketing and Advertising Used the software for: 6-12 months ### "Great tool for a sole proprietor" October 26, 2019 4.0 Really like it. It comes at a price, but it allows me to keep myself organized and better focus on my business. Pros As a sole proprietor, I have a LOT on my plate! Which makes it difficult to keep track of my relationships with clients... and especially with the several potential clients that I'm talking to. Pipeline Deals is so helpful in keeping me organized. Cons I wish it was a little easier to use at the start. That being said, once you're in the zone, you won't be able to live without a CRM. Review Source gG greg G. outside sales Warehousing Used the software for: 6-12 months ### "pipeline review" February 6, 2019 4.0 some parts are really helpful and others not so much for me at this time. they might all become more helpful the more I use it and understand it. Pros the ease of referring back to old sales calls to make sure I followed up on everything Cons finding some of the customers. I think it has more to do with reece not getting all of the customers put in right. Review Source PG Peter G. Head of Partnership Computer Software Used the software for: 1-2 years ### "REVIEW" February 5, 2019 3.0 Prospects, time in stages, last actions. Pros ease of use, and price. I can add deals easy Cons Reports are not good. There are only a couple pre-packaged. does not fit my needs Review Source KK Kary K. Business Development Manager Automotive Used the software for: 1-2 years ### "Overall" February 5, 2019 3.0 The overall experience can be better served if the breakdown by demographics but easy to use Pros Links are easy to click speed of the download Cons Can't break down by city, person,county Review Source RS Ryan S. AVP- Business Developement Officer Banking Used the software for: 1-2 years ### "Pipeline Deals" February 5, 2019 5.0 Pros This software is very user friendly. I enjoy using pipeline deals. Cons The search feature needs some work, and there are challenges with user defined fields. Review Source CP Christopher P. Logistics Consultant Logistics and Supply Chain Used the software for: 1-2 years ### "Using PipelineDeals" February 5, 2019 4.0 Pros It is very user friendly. The technology is great and innovating. The Dashboard screen keeps me very organized. Cons It can be slow to recognize duplicate leads. Review Source KK Kim K. Owner Marketing and Advertising Used the software for: 6-12 months ### "Great program that has helped us be more effective and efficient." October 7, 2017 5.0 Helped us be more efficient. Pros Ease of use and integration. You can quickly and easily jump from deals to company to send an email. Cons The one thing that I don't like is that if you want to view more on one email, it expands the entire communication so you have to scroll to get to the people associated with the company. Review Source CA Cris A. AIS Automotive Used the software for: 1-2 years ### "Software is not user friendly" February 5, 2019 3.0 Pros I do not like this software at all...... Cons Not user friendly at all. It's difficult to delete clients, sort deals, or customize for my line of work. Review Source BW Brittany W. Vice President of Community Initiatives Marketing and Advertising Used the software for: 1-2 years ### "PD" February 5, 2019 3.0 Pros Customer service - real person on the other end. Cons Not enough customization. Doesn't integrate with popular platforms such as Trello, Slack, etc. Review Source bH brandon H. Extinguisher tech Consumer Services Used the software for: 1-2 years ### "Ok" February 5, 2019 4.0 Pros Agenda control. And assignment of tasks. Cons Adding a deal should be able to add the people and company. Not the other way around. Waste of time Review Source KM Korene M. Canadian Customer Service Manager Oil & Energy Used the software for: 2+ years ### "New User - Happy User" February 8, 2019 5.0 Our entire company uses this - from the old timers to the new kids. Everyone can use it! Pros Super easy to get used to. I was worried I would struggle, but it was really easy to work on. And when I couldn't figure something out - customer service is super helpful. Cons Sometimes it does calculate the way I thought it should be - so I got confused a few times. Review Source SS Scott S. Installation Manager Construction Used the software for: 1-2 years ### "Great and essential for anyone in sales!" February 8, 2019 5.0 Pros The amount of features are wonderful and they keep getting better! Cons Not being able to mass email clients in one email and have them tracked? Review Source MP Mike P. sales Transportation/Trucking/Railroad Used the software for: 6-12 months ### "My Thoughts" February 12, 2019 4.0 Overall It's alright, I would change it so the user not the admin could key in all the info and let the admin approve it. Pros Ease to update some things once a customer is set up it easy to search the customer. Cons When adding a new customer you only chose certain thinks such as current trucks, that an admin has put in there. Review Source JG Jason G. Title Manager Transportation/Trucking/Railroad Used the software for: 1-2 years ### "Pipeline " February 5, 2019 4.0 Pros User -friendly very easy to use. Add it easily to your mobile device Cons When you edit your comments it doesn't update the tags in comments Review Source CO Christopher O. Director of Operations Utilities Used the software for: 1-2 years ### "Olson review " February 5, 2019 3.0 Neutral. Pros Slipping away feature is helpful. The desktop is better than the app. Cons Importing contacts creates a new company. App needs work. Review Source PZ Pierluigi Z. Special Adviser to the CEO Environmental Services Used the software for: 1-2 years ### "Pipeline Deals is a very useful tool" February 8, 2019 5.0 Pros It’s quite simple to be used and supports my team in keeping track of their sales. Cons Nothing really, I believe is a well developed tool. Review Source BM Beth M. Director of Marketing Management Consulting Used the software for: 2+ years ### "Using for four years, recommend often" June 5, 2015 5.0 Pros Usability, customer support, interface. Ease of use, no training needed, can just jump in and use Cons That I can't automatically sync outlook contacts without syncing calendar Review Source Erica R. Used the software for: I used a free trial ### "Great Product!" March 29, 2016 5.0 Our office all uses Pipeline deals. Most of the time we are not in the office while people respond after hours and require a quick reply. Pipeline makes it easy to open the app and respond while logging all the information. I highly recommend people to use this product as it will just walk you right through the process from just a lead to a deal. Pros \-Easy to use. -Walks you through any questions you may have. -Enjoyable staff.- -Quick response rate when asking questions. Cons I do not see many cons with this product. Review Source dR dolores R. marketing director Security and Investigations Used the software for: 2+ years ### "Great client support!!" May 14, 2019 4.0 Excellent!! Pros This platform offers Great client support, even implementing our suggestions!! Cons WIsh there was a little more customization Review Source NB Nicholas B. Management Consulting Used the software for: ### "PipelineDeals allows me and my team to be as productive as possible" December 12, 2014 4.0 Pros It gives all the features and benefits you can ever need in one source. In addition to features, if there is ever a question or issue, their customer service answers right away and works to resolve the issues in a timely fashion. I find their involvement and ability to resolve problems invaluable. Cons Uploading leads has been an issue. If they are not formatted correctly, you will have overwritten leads, lost leads, or error uploading leads. I understand this has to do with the formatting to make sure it is readable for the compatibility standpoint, but it has been a timely process for myself and my team to get uploaded. Review Source KC Kira C. Architectural Products Specialist Design Used the software for: 6-12 months ### "Easy CRM" February 12, 2019 3.0 It’s been a good experience for the company to understand the power of information in one spot, forecasting, relationships, and what we want to achieve next. Pros Fairly easy to deploy to folks not familiar with a CRM tool. Easy to navigate. Cons Some of the dashboard views, doesn’t have a two way integration to Outlook. Review Source JF Jim F. Sales Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "PipelineDeals great bang for the buck" February 12, 2019 5.0 Pros Ease of use over SalesForce. Value, can keep track of leads. Cons Sometimes you can’t save certain tasks or opportunities! 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