# Page 21 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 21 - 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

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Pipeline CRM

4.3 (621)

[View alternatives](https://www.capterra.com/p/75608/PipelineDeals/alternatives/)

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Last updated March 13th, 2026

# Page 21 - Reviews of Pipeline CRM

## Showing most helpful reviews

Showing 501-525 of 621 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

dH

david H.  
territory manager  
Marketing and Advertising  
Used the software for: 6-12 months

### "its your inqurey"

February 8, 2019

4.0

Pros

its OK i dont know what you want me to say

Cons

i cant search for words or sort by region or state or city

Review Source

MS

Missy S.  
Account rep  
Oil & Energy  
Used the software for: 2+ years

### "pipeline review"

February 13, 2019

4.0

its been ok

Pros

everything is in one place when looking at your deals

Cons

you have to go to several different screens to input everything in your deal

Review Source

MS

Michael S.  
Membership  
Computer Hardware  
Used the software for: 2+ years

### "Good CRM for tracking deals, contacts"

February 5, 2019

4.0

Pros

Custom forms fields, activity tracking, contact forms.

Cons

Importing contacts can create extraneous/duplicate companies that must be removed.

Review Source

TP

Tom P.  
VP PMO  
Computer Software  
Used the software for: 1-2 years

### "Ease of Use"

February 8, 2019

4.0

I have been happy with Pipeline as it has met everything needed from our company as we grow.

Pros

Ease of use to be able to build my customers, deals, and then be able to manage them through the dashboard views.

Cons

Probably the auto email functionality. It will load any and all emails and we ended up turning this off.

Review Source

HC

Hayley C.  
MD  
Professional Training & Coaching  
Used the software for: Less than 6 months

### "changed my business instantly"

August 16, 2017

5.0

using staff to help me and it controlled the communication and outsorucing some of my sales it has helped to profile my clients and give thought to it it has also helped redefine my sales process

Pros

it is ease of use and how you navigate and do not need training - it is really intuitive and well designed. it is perfect and written simply would like to run 2 pipelines parallel for 2 product areas that have different sales processes

Review Source

Response from SaaS Group

August 16, 2017

Thanks for the awesome review Hayley! Best, PipelineDeals Team

MJ

Meagan J.  
Advertising Account Executive  
Marketing and Advertising  
Used the software for: 6-12 months

### "Pipeline is great!"

February 5, 2019

4.0

Pros

I most enjoy the ease of use with this software.

Cons

The mobile app is my least favorite aspect.

Review Source

KB

Kathy B.  
Dist Sales Supervisor  
Warehousing  
Used the software for: 2+ years

### "Pipeline User"

February 8, 2019

4.0

Pros

Being able to track opportunities from open to close

Cons

It's very slow to open and use. - it takes a long time when first opening up

Review Source

JH

Jeff H.  
Search Advisor  
Computer Software  
Used the software for: 1-2 years

### "Statistics helps reviewing Sales "

February 28, 2018

5.0

Pros

Pipeline Deals provides great visuals. It helps us to see of Sales targets are achieved for a specific month or not. Based on the statistics, the team plan further. Visuals are great within this CRM. Deals can be easily managed and the activities can be created within the deals.

Review Source

WS

William S.  
Owner  
Real Estate  
Used the software for: 1-2 years

### "Simple no frilld"

May 22, 2015

3.5

Pros

Simple and not too many frills and things that you dont need.

Cons

lacks sales customization It is for certain kinds of industry

Review Source

CF

Cal F.  
Preneed sales  
Consumer Services  
Used the software for: Less than 6 months

### "First time user"

February 5, 2019

5.0

it has been very usefull to me to be able to keep up with clients.

Pros

it is a very comprehensive program that can be customized to many different fields of business

Cons

I would want there to be more user defined parameters for filtering down specific customers.

Review Source

SJ

Steve J.  
Owner  
Computer Software  
Used the software for: 6-12 months

### "Love it! Solid platform. "

June 9, 2015

5.0

Pros

It is a streamlined tool that is not to be, not to small - just perfect for our needs. The integration to Zapier and MailChimp come in handy as does the reporting functionality.

Cons

The iOS app needs a little work, but does the job.

Review Source

PD

Paul D.  
President  
Construction  
Used the software for: 2+ years

### "Good system"

February 8, 2019

4.0

Great support

Pros

Solid and simple to use. Allows clarity on remote sales activities

Cons

Lacks some reports that would be valuable

Review Source

SG

Scott G.  
Sales Associate  
Construction  
Used the software for: 2+ years

### "A pipeline with options"

June 5, 2015

4.5

Pros

many ways to view the data you need to pull from it

Cons

slow at times, though that could be due to the speed of the business network I generally use to sign in.

Review Source

MI

Mike I.  
Account Manager  
Security and Investigations  
Used the software for: Less than 6 months

### "Not exactly easy to use"

February 5, 2019

3.0

We no longer use the software because it takes to long input items just to track things, plus was not exactly what we needed.

Pros

The emailing tracking for sure. When you send an email to a customer, you can see when they click and open your email.

Cons

Clunky. Have to do too many steps to use the software. Instead of automatically creating bids and reminders and other items, you always have to manually input them individually which caused me twice my time!

Review Source

TW

Tom W.  
CEO  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "Basic user, startup company"

June 5, 2015

5.0

Pros

Great product to quickly get your CRM up and running.

Cons

Pricing is quite good, but a longer free trial might be nice.

Review Source

MW

Matthew W.  
  
Consumer Services  
Used the software for:

### "Vice President, CFO"

December 31, 2014

4.0

Pros

I like the easily compiled reporting. It as API access, so we can develop custom software to integrate with our other software platforms and automate a lot of our processes.

Cons

I wish I could more easily view the dashboard reports for the previous month. Once the month is over, that view is unable to be seen again (at least as far as I know of). I also wish "Contacts" (or people, whatever), could be assigned to multiple companies. Sometimes the same person works at and/or owns multiple businesses that need to remain separated. As it stands, we either need duplicate contacts, or empty companies (no contacts).

Review Source

LB

Lauren B.  
Account Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "Review "

February 5, 2019

5.0

Great!

Pros

It's easy to navigate and keeps you very organized!

Cons

Pipeline deals sometimes can be difficult to use when emailing conversations with clients.

Review Source

JB

Justin B.  
Director  
Financial Services  
Used the software for: Less than 6 months

### "Cheap and Effective - need this in your pipeline"

March 20, 2018

5.0

Pros

Saving the actual conversations helps us remember exactly where we left off last.

Cons

Having to upgrade for email saving functionality. Would like to have a better text messaging platform as well, but for the cost - it's great

Review Source

RT

Rick T.  
Account Representative  
Oil & Energy  
Used the software for: 1-2 years

### "Pipeline Deals Meets Expectations"

February 8, 2019

4.0

Pipeline deals has allowed for our sales team to remain highly organized and stay on top of the sales cycle

Pros

Great tool for organizing our sales pipeline, allows for multiple layers of detail

Cons

No real issues with the software.....I feel like the program offers a good user experience

Review Source

AH

Ahmad H.  
Global product Manager  
Medical Devices  
Used the software for: 2+ years

### "A H"

February 5, 2019

4.0

Pros

ability to track pipeline and to plan accordingly

Cons

not very friendly, I would prefer to have more easy tool to track sales and pipeline

Review Source

JB

Jake B.  
Vice President  
Management Consulting  
Used the software for: Less than 6 months

### "Has been fantastic for our small sales team!"

May 29, 2015

4.5

Pros

The product is easily configured and it didn't take a lot of resources before we were able to start using it and getting value. The support team at Pipeline deals is very easy to work with. There are great features for email tracking, bulk sending, etc. I can quickly visualize sales throughout the funnel and narrow it down by sales team member.

Cons

There is not an option to view historical goals, so I can't go back and see where the sales team ended in January. The goals disappear at the end of the month, and you have to set new ones, so you can't do recurring goals. There is not a way to "filter out" internal email addresses from creating contacts that create tasks for follow-up. So if I cc a coworker, suddenly they are in the system with tasks and due dates assigned.

Review Source

HP

Hunter P.  
Analyst  
Real Estate  
Used the software for: 1-2 years

### "Great at Connecting the Firm"

February 8, 2019

5.0

Pros

PipelineDeals is incredibly user-friendly and has allowed our firm's various offices to stay connected and updated on each other's deals, while also facilitating collaboration.

Cons

The filtering system can be a bit tricky, but nothing too difficult

Review Source

JB

Jonathan B.  
Director of Sales & Business Development  
Machinery  
Used the software for: 2+ years

### "PipelineDeals"

February 8, 2019

4.0

Good

Pros

It is ease of use. It has an intuitive GUI.

Cons

Lack of product support functionalities.

Review Source

US

Usman S.  
CTO  
Information Technology and Services  
Used the software for: 2+ years

### "Great Product"

February 5, 2019

4.0

Pros

It's all cloud based and online. Have lot of useful features

Cons

Api and integrations with other softwares can be improved.

Review Source

CB

Chhavi B.  
Consultant  
Management Consulting  
Used the software for: 1-2 years

### "Good CRM package"

September 16, 2018

4.0

Pros

Easy UI Sales pipeline view is useful Team's always open for feedback on improving the product and they take action. I like that.

Cons

Contact management can be hassle. Deleting orgs and team members. Reporting requires some improvement too

Review Source

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