# Page 9 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 9 - 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 9 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 201-225 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer CEO Management Consulting Used the software for: 2+ years ### "Very powerful and flexible for the price" February 12, 2019 4.0 It is a very helpful tool for keeping track of prospects and deals and we use it as the core of our marketing segmentation. Pros Provides lots of flexibility in reporting Cons There are categories we don't use that I would prefer to eliminate rather than have them forced on us Review Source CS Claire S. Marketing Manager Computer Software Used the software for: 1-2 years ### "It does exactly what we need it to, brilliant system!" March 22, 2017 5.0 We all love Pipeline Deals here at Fluent Headquarters. It does exactly what we need it to. Great, customisable dashboard to keep track of all our Deals and excellent email management integration to make sure all external emails we are sending and receiving stay tracked within Pipeline Deals. It's simple to use and doesn't over complicate something that shouldn't be complicated! Pros Great customisable Dashboard. Easy external email management. Task management is so simple. Love the custom fields! Cons If I had to be picky I would say it would be good to have more custom fields we currently only have 20 on our plan but we could just upgrade to premium so there aren't any cons really! Review Source Response from SaaS Group March 22, 2017 Thank you for the wonderful review! VR Verified Reviewer Digital Marketing Apprentice Education Management Used the software for: 6-12 months ### "Pipeline deals " February 11, 2019 5.0 I really like pipeline deals and is a very good CRM tool Pros this software is easy to use, it's also easy to manage data and not difficult to use. Cons could add other features like specific times instead of just dates Review Source VR Verified Reviewer Global Market Business Analyst Medical Devices Used the software for: 6-12 months ### "If you fail to implement the PipelineDeals in your organization, perhaps it's your fault!" February 12, 2019 4.0 The best thing for me as the person who used the data provided/created in this platform regarding PLD is a very powerful API to read and write data. This is the best feature of it from my perspective. Pros It's about the CRM concept and implementation of it and not necessarily the platform itself. If the platform provides basic features, without bugs; that'd be fine and PLD provides the basics very well. Cons Handling duplicates is not that easy. Although the concept of duplicate removal is not that easy, we can expect a CRM tool to have some features covering it. PLD is not good here. Review Source Tara P. Senior Director, Business Development + Partnerships + Content Strategy Internet Used the software for: 2+ years ### "I prefer salesforce" February 8, 2019 3.0 ok Pros For what it does, it's easy to use -- make lists Cons It doesn't offer as much as salesforce. I prefer salesforce. It doesn't integrate with yesware/gmail well. Most contacts come up as unknown unless manually added to pipeline Review Source VR Verified Reviewer Business Development Executive Telecommunications Used the software for: 6-12 months ### "TBM Review " February 8, 2019 4.0 Overall it is a good tool to manage your leads, customers and progress Pros Email tracking feature is great whether sending from pipeline or outlook Cons More options to sort and better detection for duplicates Review Source PC Patrizia C. Head of Sales Computer & Network Security Used the software for: 6-12 months ### "Assessment " February 8, 2019 3.0 The service is nice for very straightforward small business but not useful when you start escalating. Pros Nice dashboard. Most of the functions are intuitive but sometimes too basic. Great customer support but sometimes frustrating as the system has a lot of rigidities. Cons Under Companies, the system does not give you automatically teh url of the company, the industry and size of the company. This is key for a CRM. Reports are too limited and don’t give you almost any flexibility to customise them I can hardly use any for my business. To much work to export the data in excel and then build your own report.In addition, you cannot forecast monthly subscription fees which are fundamental for a SaaS business like ours. This is why probably I need to move to a different system. Review Source VR Verified Reviewer Client Services Rep Consumer Services Used the software for: 6-12 months ### "Lauren's Review" February 5, 2019 3.0 Pros I like how I can add detailed notes and tag whoever in the company to the note. Cons I dislike how changing the owner of a client/file messes up all of the tasks for that client/file. Review Source Charlie D O. Regional Sales Manager Events Services Used the software for: Less than 6 months ### "An Effective Alternative to CRM for Sales" February 5, 2019 5.0 I am able to quickly identify high value deals, publish a range of useful views according to my chosen criteria and get insight into who is actually interacting with my sent content (not limited to content sent on the platform if I may add). Pros Its easy to use, compatible with Linkedin, Prompts you to contact leads, Manages after sales support and is ultimately a great CRM alternative to others Cons At the moment, nothing - But If I had to pick it would be that I didn't get to get a tutorial as I failed to connect with the rep responsible, however, I don't think I need it. Review Source Jason M. Used the software for: 1-2 years ### "A Powerful Tool To Track & Manage Your Sales Pipeline" March 25, 2016 5.0 I've had tremendous success and pleasure using PipelineDeals.com. Their customer service is awesome, in fact I was surprised someone answered the phone the first time I called in. The tool had the functions I was looking for and they always seemed to be developing the functions I wanted. Pros It is Easy To Use, has Great Customization, and provides Deep Reports On Numerous Data points. Cons For new uses looking for something really simple, this tool may not be a good fit. Review Source JM Jay M. Vice President Mechanical or Industrial Engineering Used the software for: 2+ years ### "Great Sales Software" February 12, 2019 5.0 Pros The cost and flexibility to add users is one of the best features of Pipeline Deals. We are able to sort our deals and use it as a robust CRM. We are a small company who can’t afford some of the larger more expensive software subscriptions and get all of the functionality we need with Pipeline Deals Cons There are no cons with Pipeline Deals. There is enough customization available that we can product any sales reports we require Review Source MD Mike D. Owner Real Estate Used the software for: 2+ years ### "Super Easy to Use" February 5, 2019 5.0 Been a customer for over 5 years now. Its helped our business stay on top of deals and conversations. Customer service has always been on point when called. Would definitely recommend. Pros Just as the title says, Pipelinedeals is super easy to use. With a couple clicks you can enter a new client, deal or calendar entry. You can also easily create customized templates to help with everyday tasks Cons The tiers of access. Wish all the features were available for the same price. Review Source VR Verified Reviewer Web Manager Higher Education Used the software for: 2+ years ### "PipelineDeals is a great tool for lead generation. " February 5, 2019 5.0 Pros The learning curve for PipelineDeals isn't too steep. We were able to get up and running quickly! Cons I would like more integration features for websites. The forms were a little tricky to set up. Review Source VB Vanessa B. Estimator Construction Used the software for: 2+ years ### "Stay organized with Pipeline!" May 14, 2019 5.0 Keeps projects organized by stage. Helps separate different divisions and keep on top of goals Pros Ease of use and easy to train others. If we are unsure support is just a button away Cons Reports aren't great, we are unable to save a history of goals as well. Review Source Cheryl A. C. Used the software for: 1-2 years ### "Pipeline Deals is Easy to Use and Efficient" March 22, 2016 4.0 I've been using Pipeline Deals for the past year, and having experience with many CRM's I feel it is incredibly efficient and easy to use. Clean design and user-friendly interface make this a pleasure to work with. Reports can be easily generated. We use this for all levels of our sales team, from corporate to training/reps. I especially like the Outlook and Excel plug in's. Pros Clean design, easy interface, nice to work on, ease of use. Good support on plug in's. Review Source RS Rick S. Sales and Operations Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Powerful Management Tool" February 5, 2019 4.0 Pros Pipeline provides a centralized database of sales opportunities where those opportunities can also be tracked as wins and losses. The wins can then be tracked through the onboarding and production cylces. In our business, this has proven to be a powerful management tool where all team members have visibility to the data. Data can easily be exported into reports and shared amongst team members. Quote turn time, delivery time, win percentages can all be measured and reported. Pipeline is a multi-faceted engine that can directly improve efficiencies and enhance visibility of the health of the business to management. Cons Some of the reports are basic text exports which then require the user to provide their own edits and add enhancements to the reports. Review Source AB Aaron B. Technical Sales Used the software for: 2+ years ### "We converted to this software from a very basic sales funnel list created in microsoft excel. " October 3, 2017 5.0 Pros Very interactive. Customizable. Custom fields are easily created and can be tailored to the users specific needs. Cons Sometimes confusing and too much going. A basic model or simple form may be better for some users to navigate Review Source VR Verified Reviewer Broker / Owner Real Estate Used the software for: 1-2 years ### "a CRM that helps you, instead of making you work more" March 31, 2016 3.0 I used it for over a year and it helped me organise my prospects and leads greatly. I think it was a great investment and it served me well the time I used it. I changed to another CRM, not because I wasn't happy with it, but because I needed better customisation. Pros Great customer support, good cost to value Cons It has great customising characteristics, but it still lacks simplicity. Specially if you want to use it for Real Estate. Review Source CE Craig E. Director of Digital Processes Real Estate Used the software for: 2+ years ### "PipelineDeals" October 19, 2018 5.0 Rock solid product with top notch customer service. Pros Love the ability to notify other team members of a note on a record by simply putting a check next to their name. They receive an email notification with the note and they can just reply to the email and the CRM record will be updated with their reply. Cons Lack of integrated lead scoring and the inability to turn off B2B features to make CRM more B2C friendly. Review Source RL Rick L. Advertising Director Publishing Used the software for: 2+ years ### "Very Easy To Use CRM" February 12, 2019 5.0 I use Pipeline for everything I sell as the Advertising Director. It is a great CRM for being able to watch what the whole team is doing and they are able to see each others work, which is beneficial. I would recommend this CRM to anyone needing to have their sales tracking and data organized. Pros They make it very easy to add quick notes, schedule follow up and create deals for each product or service. Cons Would like to be able to merge duplicates or joint accounts Review Source VR Verified Reviewer Senior Consultant Public Policy Used the software for: 1-2 years ### "Great tool for managing contact, activities, and even deals! " February 5, 2019 4.0 Pros Easy to use from my desktop to my smartphone. Its great for taking quick notes from a sales meeting or tracking longer term relationships with my client. Cons So far nothing to complain about with this software. There are more functions that I have yet to explore, but I am eager to see what else it can do for me. Review Source AH Andrew H. Sales Manager Hospitality Used the software for: 2+ years ### "PiplineDeals" February 10, 2019 4.0 Would be happy to recommend PipelineDeals to any business. Pros It is easy to use and provides all the necessary functions required of a CRM system. PipelineDeals offers amazing value for money, punching far above its weight. Cons I cannot think of anything that I don't like about PipelineDeals, I wouldn't mind there to be a bit more integration between outlook and Pipeline, however this is not a critique. Review Source VR Verified Reviewer Account Executive Information Technology and Services Used the software for: 6-12 months ### "Review" February 5, 2019 4.0 Pros Easy to use, easy to edit, good tool for client info... Cons I have not ran into any cons with the software at this time. Review Source DW Dora W. Business Development Executive Business Supplies and Equipment Used the software for: 2+ years ### "Left Pipeline, it’s not you, it’s my company" February 5, 2019 5.0 I recommended Pipelinedeals to all my networking contacts...loved it! Pros Loved this software...I used it personally, but my company uses Salesforce and I didn’t have time any more to double my efforts of activity keeping so I had to leave. I loved the graphics and that it was so intuitive! Cons That my company doesn’t use it! Salesforce stinks, but they are large enough to handle the Fortune 500 companies. Review Source Luis D. Regional Sales Executive Marketing and Advertising Used the software for: 6-12 months ### "Pipeline Deals " February 8, 2019 4.0 Pros Easy to use plus keep you posted with everything you have pending Cons To much information... it should be more simple Review Source Similar Products Featured