# Page 19 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 19 - 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)

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Last updated March 13th, 2026

# Page 19 - Reviews of Pipeline CRM

## Showing most helpful reviews

Showing 451-475 of 621 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

sR

sabrina R.  
marketing  
Marketing and Advertising  
Used the software for: 1-2 years

### "Very good"

February 12, 2019

5.0

Pros

It is simple to use and it helps me keep track of my taskss

Cons

I don't have any cons for this software at this time

Review Source

MB

Mike B.  
Benefit Specialist  
Insurance  
Used the software for: 6-12 months

### "PD has helped me be more efficient and organized and I can't imagine working without it."

September 14, 2017

5.0

Pros

the interface is so simple and navigation is a breeze. the ease with which I can move from account to account and cross populate fields is fantastic.

Cons

I wish I had more time to explore all of the features I haven't even discovered. I know there is a lot more there.

Review Source

ET

Erin T.  
Equipment Sales Administrator  
Building Materials  
Used the software for: 6-12 months

### "Pipeline review"

February 12, 2019

5.0

Pros

I love the simplicity of pipeline. I love being able to add and delete columns as I am looking through our customer base. The ability to attach tasks to other users is awesome and very helpful

Cons

I hardly have any cons. This is such a great addition to our company.

Review Source

KM

Kory M.  
Sr. Director of Strategic Partnerships  
Marketing and Advertising  
Used the software for: 6-12 months

### "Pipeline is fantastic"

February 5, 2019

5.0

It has been instrumental in keeping me, my team and leadership apprised of real time progress in the sales development cycle.

Pros

The ease of use in capturing critical data, fining and sorting that data.

Cons

It keeps me on task which means I really need to stay on top of my CRM campaign strategy.

Review Source

ND

Nicholas D.  
Owner/ Senior Investment Partner  
  
Used the software for:

### "The Best CRM Software for Small Business"

March 16, 2016

4.0

Nothing is perfect... But PipelineDeals comes pretty close! I've used 5 different Client Relations Management Softwares (CRMs) and I have personally implemented 3 of them. So far PipelineDeals takes the cake! My company, DICARO & ASSOCIATES, LLC http://www.nicholasdicaro.com/ has been using it for the last 3 years and I have seen the software get better and better with only marginal increases in price. Still the best bang for the buck. PROS: Easy to use, reliable, functional Android App that syncs well, customizable in many ways, fair price, and great for sales people. CONS: The Commission Tracking is worthless for my company. It only allows the user to assign a fixed % of gross sales to calculate the Commission... whereas my company commission % is different on every deal. Example: We might earn $3,000 on a $15,000 size deal (20%) and in other cases we might earn $25,000 on a $500,000 deal (5%). Also, the ROI reporting is rudimentary and not accurate because it makes assumptions that aren't necessarily true.

Review Source

RP

Raghav P.  
Sales & Business Development  
Information Technology and Services  
Used the software for: 6-12 months

### "PipelineDeals review"

September 15, 2017

5.0

Pros

The user interface is simple and easy to use. I have worked on multiple CRMs but Pipeline Deals is easy to use, simple navigation for user and extreme well planned features.

Cons

Review Source

BV

Blake V.  
Sales  
Construction  
Used the software for: 1-2 years

### "Good CRM"

February 5, 2019

4.0

Pros

Easy to use, update information and track deals

Cons

Mobile app is not the easiest. Tough to search

Review Source

PG

Paul G.  
General Manager  
Transportation/Trucking/Railroad  
Used the software for: 1-2 years

### "Easy to use"

February 8, 2019

4.0

Pros

PipelineDeals is Easy to use Cost effective

Cons

Report generation in PipelineDeals is cumbersome

Review Source

VR

Verified Reviewer  
Engineer  
Oil & Energy  
Used the software for: Less than 6 months

### "Money saver"

August 30, 2019

4.0

One of the best customer relationship management soft ware

Pros

This software will save and not waste a big budget for doing the businesses and the most advantage is that the solid and realistic budget. The 14 days tril give you chance to feel the importance of the software.

Cons

At Some point the price is a little bit over

Review Source

Response from SaaS Group

September 3, 2019

We are so glad you are enjoying PipelineDeals and getting the most out of it!

KQ

Kevin Q.  
Owner  
Media Production  
Used the software for: Less than 6 months

### "Pipeline Deals"

February 12, 2019

4.0

The support of the product is one of the best. They respond very quickly either by phone or by email with a video to help solve your problem. So my experience with pipeline deals has been a positive experience and I would recommend them anytime.

Pros

I really utilized the email tracking on pipeline deals. It was very helpful to see who received my email along with how many times my email was opened.

Cons

I truly like pipeline deals. One think I would change would be the flexibility of the interface. The coloring of the interface makes it hard to read at times. I would also like to have the ability to move items around to customize to my needs.

Review Source

JC

Jason C.  
Direcotr / Sales Manager  
Insurance  
Used the software for: Less than 6 months

### "A return to Pipeline"

March 20, 2017

4.0

Excellent service. The product has improved since we last had it. Long story short, you would be hard-pressed to find as comprehensive a CRM sales tracking platform that is, at the same time, so easy to use. And you just know they'll keep improving it. Great people stand behind this platform. Courteous, dedicated, and excellent at the follow-up.

Pros

Ease of use.

Cons

The sales value/r.evenue reporting could be a bit more comprehensive.

Review Source

Response from SaaS Group

March 21, 2017

Great feedback, thank you. A little inside information is that we currently released new and improved reporting to an initial group of 100 customers last week. We are collecting feedback prior to launching it more broadly. It is our intention to release new reporting to everyone within a month! Keep an eye out!

NB

Nate B.  
Store Manager  
Automotive  
Used the software for: 6-12 months

### "Pipeline deals"

February 8, 2019

5.0

Pros

I love how easy Pipeline is to use. It is fully customisable, and there are endless options to help you keep track of your customers.

Cons

The only thing I don't love is the phone app. It is very clunky and not nearly as helpful as the website.

Review Source

lG

lecandace G.  
Internet sales  
Consumer Services  
Used the software for: 1-2 years

### "Great platform "

February 8, 2019

5.0

Pros

\*Accessibility \*Support \*Easy to navigate

Cons

Pipeline goes offline more time than often

Review Source

VR

Verified Reviewer  
Founder  
Individual & Family Services  
Used the software for: Less than 6 months

### "It's too much!"

February 8, 2019

2.0

Pros

Ability to communicate with my peers and management throughout the sales process is invaluable.

Cons

Ever heard the phrase about killing a fly with a shotgun? That's what this software reminds me of. Similar to Atlassian's Jira or Confluence -- it's just too much, everywhere! Not easy to use, not intuitive. Needs some UI streamlining in my opnion.

Review Source

LH

Lakshmi H.  
Director of Marketing  
Computer Software  
Used the software for: 1-2 years

### "The simplicity of Excel sheet packed with a powerful CRM"

June 10, 2015

4.5

Pros

Fantastic support, agility of the product. Does not have the complexities of complicated CRMs, available in the market today.

Cons

Its a great CRM to start with, but I have not used the product in a while, since our team has grown and is based out of multiple countries.

Review Source

JD

JC D.  
Sales Manager  
Construction  
Used the software for: 1-2 years

### "Sun X Solar - Pipeline - MUST HAVE"

June 8, 2015

5.0

Pros

There is a lot things i like best about pipeline but overall; It's keeps me extremely organized. I never miss out on opportunities. Nobody slips thru cracks anymore. I can monitor my entire staff as well as all my clients & customers.

Cons

I can only send one attachment in the email function. I contacted customer support and they responded rapidly and said they were already working on it. So even though it was not available, they were already on top of it!

Review Source

KZ

Kevin Z.  
  
  
Used the software for:

### "Wow"

May 6, 2012

5.0

After reviewing MANY other CRM solutions, I made the decision to implement Pipeline Deals. For our simple sales cycle, it's absolutely perfect. We have an in-house production management product, so this is really only needed for the front end of the sales cycle and does the job to perfection. It helps me stay on track with current deals and neglected customers, plus they don't require an implementation up-front cost like other solutions.

Pros

Hesitant towards a solution that didn't offer integrated email, but I've been swayed by how easy it was to BCC inbound and outbound email from my PIM. Simple and instantly useful - Just right and to the point of focusing on progressing deals.

Cons

Email is not integrated, but only a few these days allow the user to view email within the CRM solution, so not a big deal. Haven't found any other detracting features yet!

Review Source

AD

Andy D.  
Sales Leader  
Environmental Services  
Used the software for: Less than 6 months

### "Very Functional CRM"

February 5, 2019

4.0

It's a great repository of information for our technical sales process. We find that the Deals page can contain all of the project information in a concise and easy to access portal that helps us in day-to-day sales communication.

Pros

We really like the integration of the agenda and activities into our email. We have a small user group, and PLD is very effective as a communication tool regarding the status of deals in different stages.

Cons

It's a little clunky when you start importing large quantities of people, contacts, companies, etc. I feel like it could be more efficient in moving between the different categories.

Review Source

VR

Verified Reviewer  
Sales rep  
Warehousing  
Used the software for: 1-2 years

### "Survey"

February 12, 2019

4.0

Great

Pros

It lets all your co workers in the loop and everyone updated on what's going on with a certain customer. If you have a large deal it advises everyone.

Cons

Hard to cancel a deal if the deals fall threw.

Review Source

JH

Jahna H.  
Admin Assistant  
Building Materials  
Used the software for: 6-12 months

### "For work use"

February 5, 2019

4.0

It's a good system to use when keeping track of business deals.

Pros

Everything is in one place, and you can customize searches. Also, you have the option to sync your email.

Cons

There are a lot of steps to do a single task.

Review Source

VR

Verified Reviewer  
Quotations  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "Job Follow up"

February 8, 2019

4.0

Pros

how you can break down your search to customer/job name and even date

Cons

wasn't really much I didn't like, only thing maybe that it didn't link to other programs, is a whole separate system to get into

Review Source

TH

Tom H.  
Franchise Sales and Market Manager  
Medical Devices  
Used the software for: 6-12 months

### "Pipeline review"

February 12, 2019

5.0

Great for tracking deals. It is easy to use and allows me to sort however I like.

Pros

Easy to use and navigate. Fast. Able to do custom sorts easily. Ability to export to Excel

Cons

Could use more standard report templates

Review Source

JG

Jason G.  
Account Representative  
Warehousing  
Used the software for: 1-2 years

### "Pipeline Deals helpful in working with existing accounts"

February 8, 2019

4.0

Pros

Pipeline Deals does a good job in helping setup a seller to navigate through opportunities and customer key personnel.

Cons

The software would be more helpful if prospects were automatically loaded in.

Review Source

LB

Larry B.  
Central US Regional Sales Manager  
Sporting Goods  
Used the software for: 6-12 months

### "Pipeline Works Well"

February 6, 2019

4.0

Pros

It's easy to set up accounts and track all aspects of their activity throughout the sales cycle.

Cons

Support could never help me get my Outlook calendar to sync with the Pipeline calendar.

Review Source

VR

Verified Reviewer  
Account Specialist  
Computer Software  
Used the software for: Less than 6 months

### "Easy to use, basic CRM"

February 2, 2019

5.0

Pros

I really enjoy how easy to use and hot basic the CRM is. Users can go in and draw up reports that they need with no issues or clutter at all.

Cons

Sometimes run into issues being logged out of the system and there's some aspects of reports that would be nice to have automated but those are minor issues.

Review Source

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