# Page 20 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 20 - 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 20 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 476-500 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MS Monica S. Pre-need Counselor Individual & Family Services Used the software for: Less than 6 months ### "Love the notifications" February 6, 2019 4.0 I am solving the problem of keeping up with my appointments better because I get notified instead of me having to go check on a written calendar like I was before. There are some areas though that I wish were not so confusing and easier to navigate and more user friendly. Pros I like that I am notified about my appointments before they start via text. Cons Some of the navigation is just way too confusing. Review Source JW John W. Sales Wholesale Used the software for: 6-12 months ### "Pipeline Deals" February 5, 2019 3.0 Good not great Pros Working with Deals - tracking , reminders Cons Inability to group Customers by classification Sign Digital Electrical Screen Customers by city Customers by Volume Sales Review Source DB David B. Account manager Consumer Electronics Used the software for: 6-12 months ### "Solid CRM system" February 5, 2019 4.0 The most you use it, the more valuable it becomes! Pros Searchability is great when you're not sure exactly what you're looking for! Cons Aesthetically not all that pleasant. Where's the graphs and such? Review Source EL Ernesto L. Comercialization Head Latam Telecommunications Used the software for: 6-12 months ### "LATAM COMERCIALIZATION HEAD" February 5, 2019 5.0 Great tool to keep your tracking and contacts Pros Import contact from spreadsheets and keeps tracking of your deals. Cons Do not have a PM chart nor a chart with the influences and drive an strategy Review Source Matt N. Used the software for: I used a free trial ### "Solid performance with good features" March 22, 2016 4.0 We had no CRM when this was in stalled so we have built our process over the past 3 years. We have not run into any obstacles that customer support was unable to help us with Pros Very intuitive and simple to learn. Cons Not exactly built for an old school company selling in to manufacturing. However, we spent the time learning to customize the system and it works well for us. Review Source WD Wayne D. Outside Sales Architecture & Planning Used the software for: 6-12 months ### "Review" February 7, 2019 4.0 Very positive and easy to use. Pros Ease of use and filters to see things more clearly. Cons having duplicates of projects that I cannot merge, but have to report it to a superior to merge. Review Source KS Kevin S. BRM Financial Services Used the software for: 6-12 months ### "Good Review" February 5, 2019 4.0 Ive had a good overall experience. Pros It was my first time getting use to working any type of professional software for a company. Cons The category options weren't enough add more. Review Source TG Tyler G. Sales Director Marketing and Advertising Used the software for: 6-12 months ### "Easy CRM for tracking deals" February 5, 2019 5.0 Pros This software is quick and lightweight and allows you to easily keep on top of your sales pipeline Cons I have had very limited issues with this software, no complaints. Review Source JM Jason M. Management Consulting Used the software for: ### "PipelineDeals reads minds" December 12, 2014 4.5 Pros What I liked best about PipelineDeals is just how much they thought like I did. As an entrepreneur and a marketing mind, there were always features and ideas I thought about while using their tool. It seemed like they consistently got me and the same feature would show up in future updates. At the end of the day, this is a rockstar company and their tool just reflects that reality. Cons In the earlier years, the tool aesthetically was clunky, but as they updated it they really removed anything that I disliked. Review Source JM Jim M. VP Buisness Dev. Transportation/Trucking/Railroad Used the software for: 2+ years ### "One stop" February 8, 2019 4.0 Easy to learn n use. Great support Pros One stop program with all I need to manage sales. Easy to use and train Cons I wish I could say more but I really don’t have any that come to mind. It does what I need it to do. Review Source LA Lara A. Owner Primary/Secondary Education Used the software for: 2+ years ### "PipelineDeals is great!" May 29, 2015 5.0 Pros I have been with PipelineDeals for years. I love the simplicity of their tool, the user interface, their customer service and the company! I would highly, highly recommend the tool. Cons I don't have anything about the tool that I don't like. Review Source CJ Charles J. Marketing Used the software for: Less than 6 months ### "The customer support from Liz made all the difference" June 13, 2017 5.0 Pros It seems fairly intuitive to figure out the basics of the site (e.g. filtering, customizing results) without having to take a tutorial. But the best part of the platform is the level of quality customer support that Liz Falvo has provided. Not only has been responsive, but she has also provided candid advice even if it meant more work for her. She is a real asset to the Pipeline business and I hope it is something that the company is aware of. Cons \- The report email delivery times are unpredictable - The online report view caps at 50,000 - Connect, the email marketing feature, is limited in volume and customizability Review Source Response from SaaS Group June 19, 2017 Thank you for your review, Charles! ZM Zac M. Advertising Executive Marketing and Advertising Used the software for: 6-12 months ### "Pipeline? More like Lifeline" February 5, 2019 4.0 Pros It's user-friendly, the features are relevant and the interface is very neat and clean. Cons It should be a little easier to change date range for appointments. Review Source MN Matt N. Director of Sales Electrical/Electronic Manufacturing Used the software for: 2+ years ### "We have been a satisfied user for the past 2+ years" June 5, 2015 4.5 Pros This is a simple product we have been able to customize with the help of solid live support Cons It would have been helpful if the company was more familiar with our industry. The product is really not designed for use in Manufacturing Review Source SD Sandra D. Service Sales Facilities Services Used the software for: Less than 6 months ### "User Experience" February 5, 2019 4.0 I like it a lot. I used to use salesforce and I find PLD much easier to use. Pros Ease of use and functionality. I like how the contacts are scrolling on the upper right of the screen and that the pop up allows you to select the contacts to link to a deal. Cons I use it in conjunction with Outlook. There's a delay in updating/sync of information. I'm not sure if it is the Outlook link. For example when I enter an address on PLD, the street address doesn't show up on my outlook, only the city and zip codes shows up. Review Source NH Nadine H. Business Development Representative Construction Used the software for: Less than 6 months ### "PipelineDeals CRM is great!" October 6, 2016 5.0 I tried a few CRM softwares and I must say that I was impressed with PipelineDeals right away. I researched this on my own in hopes to sell to management for the new role that was created for our company. There was no software for my use and Excel spreadsheets just were not working for me! My rep that I had a conference call to go through the products was very knowledgeable. I also was given the demo that we went through to sell this product to my managment. I really like the ease of use and the fields I can easily customize to my needs with my company. Very good value per user as well. I highly recommend this product. Review Source WK Willie K. Account Executive Consumer Goods Used the software for: 2+ years ### "Pipeline Overview" February 8, 2019 5.0 Has helps with my sales team. Pros It's easy, and very informative, great for sales people helps to keep track of day to day and future business. Cons The software has been very helpful. easy to use. Review Source TC Tracy C. Franchise Development Coordinator Automotive Used the software for: 6-12 months ### "Pipeline" February 5, 2019 4.0 Pros Fairly easy to use and find information when searching. Cons Reports - there is no simple way to get a condensed call sheet for an individual. Review Source DB Dave B. Account Rep Printing Used the software for: 6-12 months ### "Pipeline Review" February 8, 2019 2.0 Pros Ability to review previous customer activity history. Cons Laborious, much time spent on entries, have to switch between fields to make entries Review Source JM Jason M. Marketing and Advertising Used the software for: ### "I'm a huge fan of PipelineDeals!" December 11, 2014 5.0 Pros This vendor has the best customer service of any SaaS product I've ever dealt with in any vertical, and I've dealt with dozens and many at the enterprise level. The product itself is super easy to use, easy to set up, and easy to customize. This product was designed by user-centric designer-folk, so it's intuitive. Cons If you need this software to talk to a specific other piece of software (outside the most common ones), you might have to write your own API linkers. Review Source JJ Jessica J. Director of Nursing Hospital & Health Care Used the software for: 6-12 months ### "Great organization system" February 5, 2019 4.0 Pros Easy to log on and go right to deals, daily updates through emails Cons Too many columns, would like ability to rearrange Review Source EF Eliza F. Marketing Administrator Marketing and Advertising Used the software for: 2+ years ### "Very pleased" February 8, 2019 5.0 Pros Helps me keep our contacts organized and ensures I don't miss connecting with prospects. Cons Mobile responsiveness - it's a bit cumbersome to use off-site Review Source BH Branon H. Route Manager Used the software for: Less than 6 months ### "Easy to use system that makes sense." September 14, 2017 5.0 Pros It is a very simple system to operate and learn. It does the job very well with organizing all your information and it can be customized to the way you do things. Cons The app feels like it could be improved and I wish it would be formatted when I go from my phone over to my Ipad. I've personally had a lot of issues with receiving my email through Pipeline Deals. But sending emails is great since you can track when and how often the prospect opens it. Review Source CW Charles W. Application Specialist Metalworking Mechanical or Industrial Engineering Used the software for: 2+ years ### "Great sales tool" February 5, 2019 5.0 Use PipelineDeals to track sales activity. Pros Keeps me informed on deals with status and associates involved. Cons Not aware of any features that aren't useful. Review Source RH Russell H. Insurance Used the software for: ### "Simple to use and very affordable." December 12, 2014 5.0 Pros I like the fact that as a small company, it is a very affordable solution. I have worked at other companies that use more robust and more expensive CRM products and I just didn't need that. PipelineDeals is just the right size for our needs. Cons I wish some of the filter options on the iPhone app allowed to search the company listings by city, as I travel a lot and it would be nice to see who is in a certain city as I am driving through. I also like the fact that any email I send to my lead or contact is automatically logged on the contact's page. Also, any time I email documents using the CRM, the documents are saved in a document bank. Review Source Similar Products Featured