# Page 6 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 6 - 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 6 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 126-150 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Workforce Management Coordinator Telecommunications Used the software for: 6-12 months ### "Pipeline Deals" February 5, 2019 4.0 My overall experience with Pipeline Deals has been good. I have been using it for almost a year and it has been fairly easy to learn how to use and fills the needs for the job. Pros The think I like most about this software is that provides a wide range of information that we can track regarding our customers and that is fairly simple to use. Cons There are some features that I would like to see work better such as carry from one field on one screen to another and a better way to search for information. Review Source Natalie S. Realtor Real Estate Used the software for: 6-12 months ### "Great product " February 5, 2019 4.0 Pros Pipeline keeps me really organized. Before I started using it, I tried to keep all of my contacts in a spreadsheet. Pipeline makes it easy to track my relationship with leads, send out mass emails, and stay organized. It keeps me on top of my leads, making it easy to see when the last time I contacted each person was. Cons There’s not much I don’t like. I wish you could preview campaigns before sending them (there may be a feature that I just haven’t seen). Review Source DB Daniel B. CEO | Owner Food & Beverages Used the software for: 2+ years ### "Greatest Desktop CRM for the Money!" February 25, 2019 5.0 Keeping all of our opportunities organized and following up with customers throughout the sales process is a snap (from the desktop site) Pros The automation feature is a massive time saver for our team. The leads come in through our website and get distributed to our sales team with no data entry required! Cons The mobile app doesn't meet our needs. We want to open a quote request (lead) from the web2leads form and reply quickly by using one of the many templates we have saved on the desktop site. From the desktop this is a snap, but on the app it's just not possible. Review Source LL Laurie L. President Transportation/Trucking/Railroad Used the software for: 2+ years ### "Small company; only use a few of the features." February 15, 2019 4.0 We don't use all the features, as we have an extremely short lead/purchase cycle. We also don't need to track how much $ we make through every lead. But I'm sure those features are nice to have for those who do. Pros This program is easy for users to begin using and to travel to different pages/functions. We also like that the report function can be customized to our needs then exported for use in other ways (mailing list, follow-up, etc.) Cons There used to be a feature to schedule follow-ups with leads onto a personal calendar. That was helpful and would like to see that come back. Review Source JA Jeff A. Sales Associate Construction Used the software for: Less than 6 months ### "Jeff Abel's Review of PLD (Company - Heating Green)" February 5, 2019 4.0 Overall, I've had an excellent experience. Their customer service is very prompt and helpful if you ever have an issue. There are numerous plug-ins available from 3rd party vendors if you want additional functionality (eg click to dial). Pros PLD is intuitive to use and it can be customized to best fit what you need. Console management is great to use, it's easy to set tasks and follow up with leads. PLD syncs with our email (Google Platform) and so it's simple to track emails through the CRM and see the activity history. Logging calls and other manual data entry is straightforward. As with most CRMs there's multiple ways to accomplish and manage what you need, I personally find the "Deals" console (customized to the fields that I want to see) is the most useful, and tasks associated with deals are sorted in chronological order. Deals without tasks show at the top of your console (eg hot deals ready to close). Ability to color code with the status also helps with prioritization. Cons Reporting capabilities are not as robust as I'd like. For example, you can currently only set parameters on a report based on a positive value and not a negative value i.e. "if \_\_\_ = "XX" ~versus~ if \_\_\_ does not = "XX" " There are also a few minute glitches in the system, and a few areas which efficiency can be improved (eg when creating a deal, have the primary contact on the company auto-fill into the contact field on the deal). Review Source Bryson J. Business Development Manager Southern Area Biotechnology Used the software for: 2+ years ### "Low Cost , Basic , But greta Customer Service " February 5, 2019 3.0 Pros It is easy and easy to access. you do need to set up fields. Cons Sometimes it is hard to make lists and spreadsheets of customers . Review Source VR Verified Reviewer Sales, Architectural & Design Representative Building Materials Used the software for: 1-2 years ### " Good features and a great value" February 5, 2019 5.0 Overall, I have been very pleased with the ease of input and ability to add new contacts. It is helped me with sales efficiency. Pros To actively document sales calls customer requests for future sales opportunities. Cons Initially there were some minor bugs sometimes it would not save, but these have been fixed. Review Source TP Tristan P. Scheduler Construction Used the software for: 2+ years ### "User-Friendly & Comprehensive" February 5, 2019 5.0 Pipeline deals creates an easy, user-friendly, & fairly comprehensive way to keep track of customer data, customer relationships, and job progress. It offers a wide variety of tools to help plan, track, communicate, and understand how to improve. Great tool. Pros It's integrated with QuickBooks Online. Paperwork can be uploaded to deals or people so everything needed can be kept in one spot. The activity timeline makes finding information easy and accessible for everyone. Permission can be given to or restricted for certain users. Cons The lack of automated functions. Calendar only gives one color per person (which cannot be chosen by the user), which sometimes makes it difficult to navigate one's own schedule. "Customers" is a bit useless for what we do here. Review Source VR Verified Reviewer Strategic Partnerships & Sales Operations Lead Marketing and Advertising Used the software for: 6-12 months ### "Pipeline deals is great" February 5, 2019 5.0 Pipeline Deals was a fantastic experience, incredibly simple and easy to use and very beneficial for our sales team. Pros It's simple, easy to learn, versatile, and is an all around great CRM for basic uses. While it may lack some of the super technical features of other CRMs, Pipeline Deals is fantastic for anyone looking to use a CRM for what its best used for: tracking pipelines and revenue. Cons The "deals" layout was confusing for many of our executive team. Review Source Brad V. Mortgage Loan Originator Financial Services Used the software for: 2+ years ### "Nice Software" February 9, 2019 5.0 Pros I have utilized the software to increase my awareness of the business reach. Cons Their iOS needs to improve significantly! Review Source VR Verified Reviewer HR Coordinator Construction Used the software for: 2+ years ### "PIPELINE REVIEW" February 5, 2019 5.0 EXCELLENT Pros GREAT DATABASE FOR REPORTS AND STORING INFORMATION Cons HARD TO RUN REPORTS ON PEOPLE WHO ARE NOT ASSOCIATED TO A DEAL Review Source Todd S. Senior Vice President Facilities Services Used the software for: 2+ years ### "Review" February 5, 2019 5.0 Very satisfied Pros Very easy to use and allows me to stay organized Cons Can’t print out emails which would be very useful to me Review Source VR Verified Reviewer Sales Administrative Assistant Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Pipeline Deals Does The Work" February 8, 2019 5.0 Customer service is the best because I can open a chat with someone any time during the day and my problem or question is solved or answered almost immediately. Pros It functions as promised as a reliable tool to track our deals. Cons If the program DOESN'T work on a particular PC, its a long process to find out why. Review Source Scott S. Director of Sales Computer Software Used the software for: 1-2 years ### "Pipeline management" February 12, 2019 4.0 We use PipelineDeals for our entire CRM and pipeline forecasting requirements. Pros PipelineDeals is a straight forward CRM, capable of advanced features but with an easy to use process. Cons We are trying to have a unified CRM and email solution, and PipelineDeals has some integration limitations. Review Source PD Paul D. Senior Sales Executive Marketing and Advertising Used the software for: 2+ years ### "Good CRM for the price" February 8, 2019 4.0 I like Pipeline Deals. I think they are a great basic sales CRM. Easy to navigate and search. Pros I really like how you are able to have all notes and conversations in chronological order from the deal/contact page. It helps you stay on top of what is going on with the individual or deal. The system is not overwhelming like a lot of other CRM systems i have used. I think it would best fit with small-medium size sales teams. Cons I really wish that there was some type of automatic customer engagement built in. Maybe some a text messaging feature. Also, I wish that we could be contracts in the system that can automatically go out using a signing service. From what I know, these features are offered. Review Source VR Verified Reviewer Mortgage Market Specialist Financial Services Used the software for: 1-2 years ### "Great CRM System" February 5, 2019 5.0 The ease of automated tasks based on stage is amazing and makes sure no step is lost. Pros I find this software very user friendly and easy to navigate Cons There are just a couple features that are not relevant to my business and I can not edit them as they are standard for the program. Review Source AP Alicia P. Client Relationship Manager Environmental Services Used the software for: 1-2 years ### "Perfect for small business" February 5, 2019 4.0 P.D. has allowed us to organize our client contacts, track our sales pipeline, and overall better manage our direct sales program. Pros We've used Pipeline Deals to create the very first CRM for our small business. It's helped our sales pipeline become much more organized and enable better tracking of projects from lead to close. It's extremely easy to use, especially toggling between contacts and deals, and creating a new person/company/deal all at once. I export the data to create sales reports, and have been happy with the smoothness of that process. We've also recently started using MailChimp for email campaigns, and the two programs communicate well. Cons The price per user license isn't cheap, so we haven't set up everyone in the organization - only the 2 key personnel. With the email integration, a good number of emails get attached to the wrong deal. The algorithm reads the names of other people in the company and attaches them to other deals, so I intermittently have to clean up the data, which is somewhat time consuming. Haven't figured out a way to avoid this. Also, I'd like to be able to save different list views more easily than the software allows. Overall, very few complaints! Review Source RS Ron S. President Financial Services Used the software for: 2+ years ### "Success through Pipelines" February 8, 2019 5.0 Very, very positive. I would not have the success we had without this product. It allows for great follow up on leads. I would always tell people to use this product. Pros It was written to be user friendly and effective. It is organized and allows the user to use many different options. This customization is very effective. Since I am the only person which does marketing for my company I need something like this to help stay focused. As you know marketing is a hurry up and wait situation so this software allows me to me very effective when I am in that "marketing mode". Cons This will sound funny however they always try to improve the software where I honestly believe for me, it is as close to perfect as I will get. Review Source Justin B. Freight Coordinator Transportation/Trucking/Railroad Used the software for: 2+ years ### "Ease of Use" February 5, 2019 5.0 Pros I love how easy it is to enter and access customers. Cons Sometimes the deals don't report properly. Review Source Tamara K. Virtual Assistant Internet Used the software for: 1-2 years ### "PiplelineDeals" February 5, 2019 4.0 My overall experience has been more than satisfactory. I would recommend the software to others. Pros The software is user-friendly. The ease of use of the many features available. Cons The mobile app should offer additional features such as routing and prospect area suggestions. Review Source VR Verified Reviewer Client Success Manager Management Consulting Used the software for: 1-2 years ### "Great CRM for our small team!" February 5, 2019 4.0 We enjoy how easy and seamless it is! Pros Super easy to use, our small team all can easily view our team and individual goals as well as great visibility to our pipeline. Cons Small details such as an easier tagging and filtering results system would be great Review Source VR Verified Reviewer Founder & President Medical Devices Used the software for: 2+ years ### "Pipeline" February 5, 2019 5.0 Pros Easy to use and adapts to what you need. Cons Cant make any custom modifications or changes Review Source JE Julia E. Executive Marketing and Advertising Used the software for: 2+ years ### "Pipeline Review February 2019" February 5, 2019 4.0 The benefits I have realized is that this is my CRM. I am able to see all of my clients on one website. This is helpful for me to focus on open deals with to-do lists, have a calendar/agenda of what is due and when, and project how much money we could be making with the deal tracker on my dashboard. Pros I like that my client base gets my blasted emails. Cons I don't like that my company has only a select few of "Administrators" that have access to our entire database of clients. Therefore it is inefficient, in a sales office, to have a hold on this information. When I look for new business, I have to wait days for the "Administrator" to provide me with if this is open business or another salesperson is already working with them. Review Source VR Verified Reviewer Vice President, Experience Design Internet Used the software for: 1-2 years ### "Works well for what it offers" February 8, 2019 4.0 I generally am able to follow along with deals via email and jump into PipelineDeals when I need to discuss specifics. I'm not a power user so I don't have a strong need for additional features or tools and the core function of collaboration with my team is great. Pros I like the new mobile app. I think it's more useful than the previous one and is easier to navigate to different deals and activities, especially when clicking from emails. Cons Finding and commenting on deal activity is a challenge at times. I sometimes try to view a comment thread on an active deal and find the latest activity but it doesn't feel very intuitive to find this. Review Source NR Nathan R. Sales Manager Management Consulting Used the software for: 2+ years ### "Pipeline deals ease" May 4, 2018 4.0 It is super easy to use and we have been using it for around 6 years at this point. Definitely is not salesforce but you're not paying for salesforce and I don't think we would get that much extra value out of salesforce. They're support is good. Pros It is great for tracking of deals before closing and through the entire sales process to the close of it. Cons Is not a true crm for operational business purposes. We use another crm for current clients but that does not come close to what we can get out of pipeline upfront. Review Source Similar Products Featured