# Page 8 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 8 - 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 8 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 176-200 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use NT Nicholas T. Area Manager Building Materials Used the software for: 2+ years ### "Open to Feedback" February 5, 2019 5.0 Great way to handle your day to day scheduling , effectively manage deals, and provide a universal communication platform for your company Pros The team at Pipelinedeals listens to us as clients and tries to cater to how we use the software, helping to improve our efficiency around it. We also provide feedback on innovative ways we use their software and they share it with their clients. Cons Pulling useful sales data from the software can be difficult at times. It relies on accuracy from it's users, which, can be trouble for a whole team whose individuals may not be at the same proficiency. Review Source SB Scott B. Operations Manager Non-Profit Organization Management Used the software for: 1-2 years ### "Solid budget friendly CRM" February 5, 2019 4.0 There are more robust CRMs out there, but for the price point and ease of use if you're looking for a straight forward CRM Pipeline Deals gets the job done. Pros PD has quirks like any CRM, but it's easy to customize, easy to clean up records en mass (via excel uploads...less so within the system), and overall is pretty well rounded for a browser based CRM. The customer support team is quick, and on a couple occasions have gone incredibly above an beyond for us. Cons The integration with MailChimp isn't great. Only other complaint is with the error message received when importing duplicate records. It's great that PD recognizes dups, but the error reports don't provide the record's unique ID number, which can cause some issues here and there. Review Source VR Verified Reviewer Country Sales Manager Internet Used the software for: 1-2 years ### "Excellent product" February 11, 2019 5.0 Pros The connection to mi mail an follow up with my clients and prospects Cons Probably need better interface to create individual reports Review Source VR Verified Reviewer Benefits Specialist Insurance Used the software for: 1-2 years ### "Utilization review" February 12, 2019 4.0 I am tracking accounts once I enter them. I don't believe I have fully utilized it to its capacity in my industry. Pros Data is safe in one place. I also like some its reporting features. Cons entering data. it is stoic and lacks customization from the field. specifically data entry to set up new accounts could be streamlined by allowing the set field be set up via a landing page with all of the basics needed for an account to get them in the system, they can be tweaked later once set up as a new account. Review Source VR Verified Reviewer Territory Manager Building Materials Used the software for: 1-2 years ### "Pipeline Review" February 6, 2019 4.0 Pros Being able to track and utilize the analytics of the CRM Software Cons The lag time while entering the data into the software. Review Source VR Verified Reviewer Associate Financial Services Used the software for: 2+ years ### "Configurable solution for small businesses" October 12, 2017 4.0 Pros The price allows for executive-level buy in and configurability allows for ease of use. The included customer support is also a plus. Cons There could be stronger automation for entering new companies. There are also some features like decision tree selections that would make the solution more user friendly. Review Source DJ Debbie J. President Oil & Energy Used the software for: 2+ years ### "Been using this for six years" February 13, 2019 5.0 In past organizations I have used Salesforce, SalesLogix, Goldmine, etc. Pipeline deals gave us what we needed without being overpriced. It's easy to use, customizable and we've been very happy with it. Some of the other CRMs were an overkill with all of their features, half of which we didn't need and they were costly. Pros Easy to use and customize, also the cost. We got in in the beginning and are grandfathered in to a cheaper rate, but even the current rates are still competitive. Cons No IP address restriction, this is a security concern. Database can not be locked down from access outside the organization. Review Source RK Rachel K. Project Manager Environmental Services Used the software for: 2+ years ### "great CRM tool" September 17, 2021 5.0 streamlined the way we deal with enquiries and increased data sharing Pros being able to track live deals by team and by person. Database of contacts across the company Cons too easy to have companies in multiple times with slightly different spelling Review Source TQ TJ Q. Administrative Manager Construction Used the software for: 2+ years ### "Dynamic, customizable, and intuitive" February 5, 2019 5.0 Just awesome. Its nice to have a system that just works. PLD has been with our company from very early on and been able to grow and adapt with us. We use a 3rd party API to move data into a field-production system once a trigger is set - which makes things very efficient. Pros I like that I can customize the deal fields to match our specific business needs. Cons Not a whole lot in terms of "Reports". Sorting people and deals via the "lists" works just fine, but I would like to see more customizable reporting options. It can also be a slight pain that the search box does not query all custom fields. Review Source JV Jamie V. Operations Manager Financial Services Used the software for: 2+ years ### "PipelineDeals Review" July 16, 2019 5.0 It is easy to use and lets you create custom fields to tailor it to your specific products/needs. It is simple and it helps us stay organized Pros It is easy to use and lets you create custom fields to tailor it to your specific products/needs. Cons The company deals get confusing when you upload documents to the client within a company they auto upload to the company page as well Review Source VR Verified Reviewer Designer Architecture & Planning Used the software for: 2+ years ### "Helpful " February 5, 2019 3.0 Pros I like how you can narrow down your deals by active, sold, hot, etc. It makes organizing your current workload fairly easy. Cons I haven't been able to figure out how to sort my deals by what Sold per year, but I'm sure this is something that is pretty easy to do and maybe I don't have access to that. Review Source DT David T. Owner E-Learning Used the software for: 2+ years ### "Pipeline Deals is ideal for small business" April 16, 2017 5.0 I have used Pipeline Deals daily for 2 years. We handle my software sales leads, our language company, my wife's seamstress business, and our Airbnb rentals on this platform. Easy to use, not too complicated. Just the right mix of features and simplicity. Customer support is instant, competent, and friendly. Pros not too complicated - some CRM system have lots of extra unnecessary features Cons historical search through contact narrative is not perfect, for instance, if I forget a person, but I met her in Cincinnati, I can't scan my whole portfolio for "Cincinnati" Review Source Response from SaaS Group April 18, 2017 David, Thank you so much for the review! VR Verified Reviewer Director of Training & Support Consumer Electronics Used the software for: 1-2 years ### "Pipeline Deals, Great Entry-Level Customer Tracking tool" March 30, 2016 4.0 We started with Pipeline Deals when we were in the very early stages of customer on-boarding and tracking. It is very easy to use and manage your customers. I would highly recommend it for anyone that is looking for basic customer on-boarding and tracking. Will serve many companies well who are looking for a good quality CRM without all of the customization of the much larger platforms. Pros Relatively in-expensive. Easy to use and get data imported once you get to know the platform. Cons Limited in some of the information tracking. Not as customizable as some other solutions. Review Source Jordan B. US Operations Manager & Director of Technology Used the software for: 1-2 years ### "Basic and Cost Efficient CRM" November 18, 2017 4.0 It is a basic CRM. If you want to track sales cycles and activity this is a good economically friendly solution. Pros Pipeline deals is a very straight forward CRM. It gives you the basic tools to get going. It is a very cost efficient solution for an SMB looking to get going. It was a good tool when we started and needed something. Cons Not a whole lot of functionality outside of the basics. You get what you pay for. As we got bigger, we wanted more automation out of it. Review Source Justin M. New Home Sales Manager Real Estate Used the software for: 1-2 years ### "The best CRM for the money." February 12, 2019 5.0 It is a great CRM, much more user friendly to the numerous other CRM's on the market. The customer service is local in North America and is prompt, patient and friendly. It makes my sales conversions and tracking much more efficient. Pros I love the customization and the ease of use. The customer service is top notch! Cons It would be nice to have different industry default setups to make it more custom at the start. I would like to see more custom reporting based on custom fields and existing fields. Review Source Scot S. Account Representative Wholesale Used the software for: 1-2 years ### "PD " February 8, 2019 5.0 this is a good app - very functional and the interactivity features are very robust - (sharing and collaborating) Pros Lots of features and functionality - great mobile app, easy to add/create new deals and add new people Cons there's almost too many options and columns to have to consider and filter - the software seems so robust you need a good computer to run it and can slow down and get clunky - I have a hard time filtering the deals the way in order to see what I want. Review Source Nicholas B. Shipping Consultant Package/Freight Delivery Used the software for: I used a free trial ### "Pipeline Deals" March 29, 2016 3.0 Great way to organize your leads to maximize your calling and notes for specific accounts. Although very deep and having a multitude of features; it almost becomes too deep, especially with multiple users. If you are your own boss and responsible for your own work, then this is a good tool. I had an appointment setter and lead generator on my account and it became a too messy and was difficult to separate who was working on what if not specified by the person using it. Pros Again, it was very rich in features and customization. I actually had to remove some fields as they were unnecessary. Customer support was always readily available and helpful without long wait times; which is huge. Cons I always had issues with importing leads and had to call a service rep to do it for me. It never seemed to take. Some features and fields are unnecessary and seems like filler, but that is just me. I am sure some people customize their own way. As I worked pages, there was not a simple way I could just skip to page 100 for example. I had to click over one by one to get to where I left off. Review Source Beth M. Director Business Development, Partner Financial Services Used the software for: 1-2 years ### "Pipeline Deals Review" March 29, 2016 5.0 As a small business (11-50 people), we couldn't be more thrilled with the level of functionality. It is extremely easy to use and the reports are more than I could hope for. As we have grown from 12 to 20+ people the tool has grown seamlessly. This would be an excellent tool for almost any size company. Pros \- Tie in with outlook - Robust reports - Can track deals, leads, dollars, etc. - Ease of use - Fantastic interface - Can jump in right away and use Cons \- Perhaps a way to set up an automatically updated report to run and be emailed Review Source RJ Ronnie J. Client Acquisitions E-Learning Used the software for: 6-12 months ### "Great product for getting to work" February 12, 2019 4.0 The ability to use it just like another (SF) when I started with my company I had no idea how this CRM would work. I was very familiar with (SF) and was hoping for something where I could work in that same style. I am a Sales Rep/Customer Service Rep who likes to input customer information and get them processed in a timely fashion. Pipeline has under promised and over delivered in a way I never expected. Pros The ability to use it just like another (SF) when I started with my company I had no idea how this CRM would work. I was very familiar with (SF) and was hoping for something where I could work in that same style. I am a Sales Rep/Customer Service Rep who likes to input customer information and get them processed in a timely fashion. Pipeline has under promised and over delivered in a way I never expected. Cons It has no dialer to make phone calls when I am snowed in at home and out of the office. Review Source Russell H. Used the software for: 1-2 years ### "For the money, I haven't found anything better." March 22, 2016 4.0 We have been using Pipeline deals for almost 6 years now and have little to nothing to complain about. For the money, I don't think there is anything better out there. The phone app is easy to use but could use some tweaking so that certain important functions from the desktop version are available. Pros A great value and easy to learn/use. Cons Some of the search functions are limited and don't allow cross-referencing. For example, I search by city quite often and I am not always able to find the info I need based on the city only. Review Source John D. Regional Territory Manager Hospital & Health Care Used the software for: 6-12 months ### "Excellent User Friendly CRM" February 5, 2019 5.0 Pros I have used several CRMs and this is one of the easiest to use to track your pipeline and manage daily tasks. Cons I Irish set up and customizing can be a little labor intensive but a small price to pay for a great overall experience. Review Source Jared F. Global Sales Executive Hospitality Used the software for: Less than 6 months ### "Good CRM" February 5, 2019 4.0 Overall I am happy with PipelineDeals as a CRM it works well with tracking deals through the sales process. It is simple to use and the mobile app is great. They just need to fix the sync with contacts, activities and events. Pros Easy to use, very simple and doesn't require much training. Most users can pick it up fairly quickly if they have had any exposure to another CRM. Cons Biggest complaint is the add on with Outlook only partially works. It will sync emails to contacts in pipelinedeals, but it doesn't sync tasks (activities), events, and contacts. So there is a lot of duplication of workload to keep both systems updated. Review Source VR Verified Reviewer Junior Account Executive Publishing Used the software for: 6-12 months ### "Pipeline deals review" February 5, 2019 5.0 Pros The software offers an easy and efficient network for coworkers to use and share the same deals. Cons The inability to better the visual aspects. Sometimes the screen glitches while scrolling which causes some stress. Review Source Von S. Territory Manager Construction Used the software for: 2+ years ### "Irritating" February 8, 2019 1.0 Not good Pros Sorry. Not a thing. It is pretty though. Cons Not mobile devise friendly. I am on the road most of the time. Pull into parking lots to deal with emails and other things like Pipeline. 95% of work can be accomplished on my tablet. But not Pipeline Review Source VR Verified Reviewer Senior Account Manager Sporting Goods Used the software for: 2+ years ### "Good Program" February 12, 2019 4.0 Pros The customer support and training that was provided during setup was very thorough and extremely helpful. Cons The same information being in multiple places within the program and not being consolidated in one place is somewhat of a drawback for me. Review Source Similar Products Featured