# Page 2 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 2 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 26-50 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Owner, sofware developper Information Services Used the software for: Less than 6 months ### "A total scam, stay away!" May 2, 2022 1.0 Totally unpleasant, losing time and money in the process. Pros Nothing! They sell you things that they can't make true. Cons A total scam, after purchase they block you on social media and you can't connect on their plateform. Always getting error 504 when trying to login. Stay away from this! Totally not worth the money and trouble. Review Source MI Mason I. Sales/ Customer Service Automotive Used the software for: 1-2 years ### "User-friendly" August 22, 2022 5.0 Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way that you can customize it Pros The functionalities on pipeline very customizable you can use this for track and sales you can also use this afternoon customer converts Cons You have to have accurate data if not you have to build it out and then it’s time consuming Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Reason for choosing Pipeline CRM Price Switched from [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Looking for something different Review Source JY Jalia Y. HR Manager Hospital & Health Care Used the software for: 6-12 months ### "Automates everything!" January 16, 2024 5.0 Pros I like that you can set up your pipelines to track literally every facet of your business! We have them set up for employee tracking along with growing our business! Cons If you accidentally drop people into the wrong column it will send them messages (depending on how you set it up) about the wrong thing and it sometimes duplicates opportunities for each contact and I don’t know why. Review Source Response from SaaS Group January 18, 2024 Hi Jalia! Thank you so much for taking your time to leave a review for Pipeline CRM. We're so happy to hear about your "pros" using our product! I am sorry to hear you experienced an issue with some duplicate deals. That sounds frustrating! Please feel free to reach out to us if you'd like some support on this issue: CustomerCare@pipelinecrm.com Phil S. CRO (Chief Research Officer) Market Research Used the software for: 2+ years ### "A powerful tool for planning sales activities" February 5, 2019 4.0 Overall I find it a very good tool - my challenge really is just to utilise the full range of features. i.e. I'm sure there are even more great ways I can use it still to be discovered! Pros Is fairly easy and quick to master the basics, with plenty of extra power available to dig into as you get experienced with the platform. Has allowed me to keep much better track of contacts and my communication / activity with clients and prospects. The ease of setting up different filtered 'lists' (e.g. opportunities, pending proposals, commissioned projects etc.) and easily adjusting filters 'on the fly' is one of my favourite features. Cons When we first imported our data from a different CRM system we did experience some difficulties - with some accounts people associated with different (wrong) staff members. So, I think this is something to talk to the Pipeline Deals support team about proactively UP FRONT - i.e. to maximize your chance of the switchover going smoothly Review Source VR Verified Reviewer Marketing Consultant Health, Wellness and Fitness Used the software for: 1-2 years ### "You Can Do Better" September 12, 2022 2.0 If you have the budget for literally anything else, use it. This is a tool built by sales people and does not hold up when compared to how a truly sales-marketing integrative CRM/automation tool should operate. Pros It's cheap, and no recurring subscription fees. Cons Without a recurring subscription fee, they have no motivation to help their current customers. They've already gotten 100% of the money their going to get from them. The lead form, despite being embedded on the host site, runs through a redirect, meaning I'm losing all attribution of leads when looking in Google Analytics. I'm guessing where to attribute marketing dollars because PLP is actively preventing me from seeing where the leads come from. I've been trying to work with the support team for months now and when they couldn't answer my question after the first few emails they just started ignoring me. I've sent 4-5 additional emails with zero response. Review Source VR Verified Reviewer VP of Product Legal Services Used the software for: 2+ years ### "Solid little CRM but with few native integration options" February 6, 2020 4.0 I use it every day, and it gets the job done. I know the job could get done in a much better way if we migrated to something more powerful, but the thought of upending our entire sales process to new software seems like too much effort for the reward - for now at least. Pros Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting. Cons The core functionality of a CRM is pretty basic, it's just a database with a lot of custom variables (fields) associated to each entry. What makes a CRM powerful (or not) in my opinion is the ability for the software to integrate with other software in your business stack. This is the Achilles heel for Pipeline Deals, as the options for integrations are extremely limited. Review Source Response from SaaS Group February 7, 2020 Hi There, thank you for your review. We would love to speak with you about it to learn more. Please feel free to call us at 866-702-7303 or email customercare@pipelinedeals.com. Pedro L. CEO Information Technology and Services Used the software for: 2+ years ### "Very intuitive and easy to use" March 18, 2024 5.0 Pros It's indeed a simple platform, very suitable even for non-tech people Cons It could have more possibilities to integrate with other solutions Review Source Response from SaaS Group March 22, 2024 Hi Pedro! Thank you so much for taking the time to review our product and submit some feedback about integrations. This is feedback many wonderful customers have surfaced, and we continue to expand our integrations library and capabilities. Thank you for being a Pipeline CRM customer! FQ Farhan Q. Product Operations Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Pipeline deals for post sales CRM" February 5, 2019 5.0 Our company uses Pipeline deals for Post sales CRM. We have a lengthy post sales process which includes customer installation of our hardware, online training for customers, subscription renewals with customers and warranty follow ups with clients. In order for us to make our product successful for each customer, it is very important that our team proactively reaches out to the customers regularly to help them out with our product. With each customer attended properly, it results in subscription renewals and product success. Pipeline deals made it an easy task for us. We can schedule our follow ups and add activities in the activities tab every time an interaction takes place. We can also add our custom options and update them on pipeline deals (e.g warranty dates, training status, customer satisfaction level etc). It is easy to see which customers need to renew each month by applying filters. Pros \-The ability to create custom filters and tabs and then search for customers depending on those. -Ability to quickly add activities and then review status or import the entire thing to an excel sheet. -The support has been very helpful. When setting up our helpdesk on Freshdek, we needed all our deals and data organized for us. Pipeline deals support helped us on getting the data in the right format and at the right time. Cons Our helpdesk is running via freshdesk. We are unable to link freshdesk tickets to our deals on pipeline deals. Review Source Andrew W. Host of Inspired Money Investment Management Used the software for: 2+ years ### "Best fit for our Small Business" February 5, 2019 5.0 Overall, I like PipelineDeals. It's a good combination of utility, value, and good customer service. Pros After trialing 5 different CRM providers, we found some to be complicated. Others required too much manual entry. For me, PipelineDeals met our requirements because it is straightforward to use. In our experience, PipelineDeals' customer service appeared superior with response time and support. Many CRM companies require you to use their knowledge base and do-it-yourself, but Pipeline Deals offers live chat, email and live support (no automated attendant, you call and a live rep answers!) For our small business, great support and quick answers to our questions encourage us to use Pipeline Deals consistently and use it better. Cons Wish there were more integrations that made it easier to connect to other programs. I also think the mobile app could be better. Review Source HF Howard F. Founder Financial Services Used the software for: 2+ years ### "Have used the product for 7 years and I think it's the best CRM out there by far" November 16, 2017 2.0 AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they click on an embedded hyperlink be at a YouTube video a PDF whichever you know in real time. There's built-in redundancy and overlap here which is actually quite useful. As splash screen is generated in real time when that activity takes place. In addition there's a icon with a chronological indication of who clicked on what and thirdly you can go into the deal profile and see everything that they put down whenever you choose. The integration with Google for work is tight and very well done. There's an icon that goes into Chrome that allows you to click on it and when someone has connected with you on LinkedIn it auto-populates your pipelinedeals with their contact information saving you a lot of copy and paste activity from LinkedIn. When are various team members have to look at or touch her file we know who has done what when in a way that's very intuitive. The software learning curve is trivial for new people coming on board. The tech support is American based and primarily young ladies with nice voices. If you have a problem they actually give no attention at solving your problem. I can go on and on but the best sale is using the product for free for 2 weeks on a trial version. I have used the software for 7 years and it's my favorite software it's made me a lot of money. Pros Amazing email and Link tracking on outbound emails. Best support in the industry. They understand the sales process adult the software package around that. Cons The Android cell version is not as robust as I would like but frankly I never use it anyways since the cell phone has two little real estate to be a value Review Source David O. Vice President, Global Education E-Learning Used the software for: 2+ years ### "Pipeline Deals Fan" February 5, 2019 5.0 I manage a global sales network. I use PLDs to manage their sales process across many time zones and geographic locations. This tool has helped greatly to understand what is happening and where. Pros I have been using PLDs since 2010. It took me about two days to set up a custom sales tool that meets our specific needs to manage the sales pipeline, and I am not particularly technical. Sales Force told me that I would need a consultant and about 2 weeks to get this done. Over the past 8 years PLDs has implemented many refinements and improvements and new features. Underlying all of this is the excellent support provided in the form of the knowledge base, video tutorials that are byte sized, and support agents who are knowledgable and personable. I can buy software from anywhere. My choices are based on what happens when I have a problem. Pipeline Deals excels at providing great support! Cons This is not really a PLDs-created issue, however I use LinkedIn to generate leads by importing a contacts picture, email address, phone number etc. Around 2014, LinkedIn has changed their code and PLDs was unable to support this feature. I really miss that feature. Review Source Irene C. Junior Executive & Marketing Assistant Food & Beverages Used the software for: 6-12 months ### "Modest tool that offers great support" February 6, 2019 4.0 We could personalise Pipelinedeals enough to suit our needs as a company, specially in terms of sales information management, we did not acquire the CRM tool yet . We are able to manage our deals and leads in a centralised way. I strongly recommend this tool, it is modest but effective. I strongly believe the team behind it is passionate about their jobs. They are releasing new functionalities every while and customer service is excellent. I think it is the perfect fit for small/medium companies. Pros \-Great support service, friendly, fast & effective -Easy to learn, it has a lot of potential to personalise it depending on the company needs -Great value for the price, specially if we compare it with other software, much more expensive and in which the learning time it is a bit longer Cons \-Constraint in terms of reporting, they have developed an API for excel to export personalised reports, however I believe more functionalities around reporting should be developed -Tutorials and webinars are mainly focus for beginners, it would be nice if you develop some more customer support for those who have been using the tool for a while, I believe the tool is a bit lack of this kind of material Review Source Laura L. Business Outreach Coordinator Government Administration Used the software for: 2+ years ### "Functional and Nible" February 7, 2019 4.0 We're better able to keep track of our contacts throughout the City across multiple team members as well as track long term projects and assign various tasks to team members. We're also able to report out our progress which is helpful in making sure we're on target to meet our goals. Pros This software is easy to use and customizable. It doesn't cost as much as some of their competitors, but does a ton to track deals and projects. I also very much appreciate the ability of their programmers to incorporate a suggestion fairly quickly and they are always looking for ways to improve the software. Cons It can be a real pain to input all the information from business cards we receive. It would be super helpful to have an integration that allowed your phone to take a photo and scan in the information to upload to Pipeline Deals. Review Source DD Diane D. Select Producer Insurance Used the software for: 6-12 months ### "Newer User" February 5, 2019 3.0 Overall, it's not a bad system and very helpful for following up on sales activities--essential to the job. It's a very good, basic system. I had previously been trained on salesforce from prior employment, so am accustomed to more efficiency. I loved their charts and graphs, as well as the funnel for production and donut showing levels of call activity. (I like more visuals) Perhaps you have more capability than I am aware of, as I'm not sure I am as well trained as I need to be. I wish there was a tutorial that walked a new user through how to use ALL the features in stages; beginner, intermediate and experienced so that I know I am taking advantage of all that this system has to offer. Pros I do like that it allows me to set tasks and follow updates, as well as appointments. Also that this activity transfers to a monthly calendar so at a glance I can tell if I'm on target for activity and quickly project what my signings should be based on activities. Creating my own reports is a real aid to follow up, especially on hot prospects; thus more efficient. Cons Not as efficient as it could be. Duplication of files as well as unnecessary duplication of effort (extra keystrokes) which waste valuable time. (ie: you search for a prospect name and it shows no such person, instead of storing that data, the user has to retype it again to add the person to the database. If I add a new prospect and create tasks and complete in same day, I have to add the task, make my notes than go out to homepage, click on prospects name to than mark the task as completed in order for that task to show up on my calendar page...same for events added and completed in the same day. It works fine if I list taks/events on 1 day and work on them on a later date. Review Source Jonathan C. Executive Vice President Financial Services Used the software for: 1-2 years ### "A great, simple CRM" February 8, 2019 4.0 Having used some of Pipeline Deals competitors, including one of the biggest names in the CRM field, I find Pipeline deals to be a perfectly suitable CRM option with great user support. Pros Pipeline Deals has a clean interface. It's easy to use, and from the perspective of a manager, it's the sort of thing that somebody who isn't too technical (or organized) can still use efficiently. At the same time, for people who are excited about CRM functionality and drilling into client data (like me) there are some powerful tools to really target exactly the set of clients you want. I also like the fact that when you call user support, a real human being answers the phone who is able to resolve your issues for you on the spot. Cons The only real issue I have with Pipeline Deals is I'd like a way to set priority on tasks either by colour code, or being able to drag and drop their order top to bottom on the calendar and agenda. Review Source VR Verified Reviewer Vice President of Business Development - Finance and Legal Internet Used the software for: 2+ years ### "Using Pipeline" February 5, 2019 4.0 Primarily keeping track of leads, where they are in the process, and occasional mail campaigns Pros Pipeline is a relatively easy to use platform for CRM, sending out email campaigns etc. Most of us want simplicity when using these and pipeline does provide that. Has just the features and needs that one looks for without being overly complicated. Cons I like it but I think colleagues that maybe like features, more tech etc think it is too basic or that one would need another platform to do campaigns like a mailchimp/constant contact. Maybe the platform could be clearer about how that works and whether a company needs to use another mail feature when they can do it all on Pipeline. Im not sure about that. Review Source VR Verified Reviewer COO Biotechnology Used the software for: 1-2 years ### "Pretty Good CRM for the money with good customer support" February 5, 2019 4.0 Pipeline Deals is a reasonable CRM. I've used SalesForce, Hubspot, Insightly, and Zoho. Pipeline Deals rates well with all of the above. I would argue its Deals section is superior to anything else I've tried. On the downside, I believe other CRMs have done a better job with linking the organization with the person globally. E-mail is decent, but there is not a good way to take an incoming mail in from my email client to the contact record. Outgoing email works well and lets me use my mail client so there are not messy third part integrations needed to make my out-bound emails look professional. Pros The customer support is good. I like the Deals section. I think it is excellent the way it organizes the sales pipeline. Cons The connection between company record, deals record, and individual record. Something seems awkward about it all. The information about the person's company and their names do not always seem linked among these three parts of the database. Review Source VR Verified Reviewer Business Development | Marketing Manager Mechanical or Industrial Engineering Used the software for: 2+ years ### "Frustrating" February 6, 2019 2.0 Seems it has potential to be a useful tool, however in spite of working with my IT team and PD support countless times - including screen shares, removing & reloading the program, replacing my computer, and much more....in 2.5 years it has never worked as intended. Super frustrating!!! Pros There are many aspects that should be excellent, including an intuitive navigation and some really smart features. Cons The email sync does not work as intended, and therefore complicates many of the subsequent processes. Additionally there are some automated follow up rules - whether initiated by the system or by a former fellow teammate/user I'm unclear...but - they screw up task lists and are buried and very difficult to uncover. Review Source VR Verified Reviewer Associate Manager Information Technology and Services Used the software for: 1-2 years ### "Best Sales & Lead Management CRM" February 12, 2019 4.0 The in-depth data given to the CRM is painful at times where you need to create Company, People and Deal all the time. This can be reduced or connected or needs more automation and connections between each one of them needs more intelligent connections or something .. Overall, Satisfied and happy with the way it handles every lead and its associated info. Need sound, trigger enhancements or something that connects to your actual computer etc. Pros The to-do's scheduling and the options it gives out to the user to specify whether its a plain to-do, a scheduled appointment/meeting, a call or a follow-up call or email or perhaps important notes. The overall reminders the structure of to-do's with the option to set it for a date is nice. Cons I won't least about this software but the reminder or follow-ups or to-do's should be popped out or make a noise or something as a alert like what Outlook does .. Review Source Mustafa S. VP - Sales & Operations Information Technology and Services Used the software for: 2+ years ### "Easy to use CRM" February 8, 2019 5.0 We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level. Its very easily adaptive and the interface itself is very clean. Offers great reporting features as well. We are also using Pipeline Deals as our daily task management system and it let us very easily manage our followups and daily to'dos Pros We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level. Cons Nothing as such. As for now, we are very much satisfied with PLD and it covers most of all our requirements. Review Source Renee C. VP Marketing Computer Software Used the software for: 2+ years ### "Excellent Value!" February 10, 2019 4.0 Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is easy to teach to new employees and easy to use on a day-to-day basis. Pros PipelineDeals is very easy to use. I like how the deal, company and people as well as all communication to with the people is rolled into one easy to read page. Adding new fields is also very easy to do - as well as adding new lines to the fields. Cons What I like about PipelineDeals is that it isn't as complex as other CRM systems. With that said - there are some workarounds - like adding communications with people via bcc on email - that are very cumbersome and not intuitive. Review Source VR Verified Reviewer Sales Representative Printing Used the software for: 2+ years ### "Great price, desktop version is excellent, app needs some work" February 5, 2019 4.0 It's been very positive. I started using Pipeline Deals individually, then my company went to it as a whole when seeing the benefits. Pros It's clearly made by those who know what is needed in a sales process, especially larger deals with multiple contacts. The reports are excellent as is the amount you can customize the information you need to see. Cons I don't like the mobile app at all, in fact, it's virtually worthless. Granted, I may need to check the latest updates and see what improvements have been made. I have a lot of time at my PC and the main thing coming to my phone are appointment reminders. Review Source JB Josh B. CEO Used the software for: 2+ years ### "Love this software, VERY handy and useful" July 3, 2018 5.0 Great for getting up and running with leads and sales and a database of info. Super fast to respond to training question, etc. Really like these guys. Pros This software is very user friendly. You can easily fumble your way through it, and even those who didn't grow up with computers ("pre-millennials"). The functionality is VERY customizable. It is fantastic that the software is cloud based and can be used everywhere, and the customer support is truly an awesome team. I have worked with Pipeline Deals for over 3 years, and I managed an entire team on it. It really is a fantastic sales software and a fantastic company to work with. Cons The negative is (which is not super negative these days) is the pricing model of a monthly charge per user. This makes is a little challenging for newer companies to afford it. However, I think they have various pricing models today and some that are more affordable. There is nothing free about this software in the world of free "intro" accounts. Review Source Ian S. Equipment Manager / Inside Sales Retail Used the software for: 6-12 months ### "Inside Sales Help" February 8, 2019 4.0 Again I do not have a lot of experience with Pipeline, but what I do have I really enjoy. It makes it very convenient to follow up with leads which is important to me. Pros Personally I like how easy it is to access all of my deals with just a couple of clicks. Also as an inside sales representative, in my particular profession, I do not see a lot of leads that I need to follow up on so the ones that I do need to follow up on are that much more important. Pipeline Deals helps organize and reminds me daily about which leads I need to follow up on. It also allows me to make custom notes and set various times and dates in which I am reminded to follow up. Cons I haven't used Pipeline deals for a long time, but one thing that I would like to be able to do is upload my quotes onto pipeline deals. It would be nice to have that information attached to the customer's profile for quick access. Review Source Yeni O. Product Engineer Computer Software Used the software for: 1-2 years ### "PipelineDeals is the only standout CRM I have administered." July 7, 2018 5.0 Pros Pipeline has assisted my organization to effectively designate our sales approach and follow-up with our most juicy customers. We use the Pipeline Calender feature to properly manage sales calls we need to make ,and everyone on the sales team can now properly track all of our most important projects. The entire sales team stays on the same page , as every sales person is able to read notes left by others on every profile page ; ensuring they simply need to continue from where their colleagues stopped and avoid repeating sales milestones already accomplished by others. Cons I want Pipelinedeals to improve on its search functionality to effectively combine tagline search results. Review Source Similar Products Featured