# Page 3 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 51-75 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Stephanie F. Head Office Administrator Non-Profit Organization Management Used the software for: 2+ years ### "Easy to use with customizable reports" February 12, 2019 5.0 Overall, our organization has had a very positive experience with PipelineDeals. Years later and we're still learning how to customize and utilize the options. Pros Mostly, I like that I can create reports based off of several different types of data, from custom field data to monetary figures. Cons Least of all I do not like that one can't remove past users. We can create an archive team and place them there, but their data and names show up in places where deals cross over still. I'd like to see an option where we can either completely migrate their data or delete totally. Review Source Camerin C. Contact Center Manager / Franchise Support Manager Automotive Used the software for: 2+ years ### "PipelineDeals has increased our revenue by over 300%!" February 13, 2019 5.0 Using the software is as easy as it gets. Working with the support team is always a pleasure!! Pros PieplineDeals is incredibly easy to customize and use. We have over 100 PipelineDeals users across our franchise group. EVERY user has made it clear that they would not be able to track sales progress as easily as PipelinDeals has made it. Cons There are no real cons to PipelineDeals! I only say this because when there is a feature that is not already built into the program, you can put in a feature request and the development team will add the feature. Review Source Jeff P. New & Used Trucks Sales Representative Transportation/Trucking/Railroad Used the software for: 2+ years ### "Value Packed" February 8, 2019 4.0 I have used PipelineDeals as a Sales Manager with numerous sales people and various collaborators and as an independent sales person and in both cases it has provided the the results myself and my team were after. It is the best value out there. Pros Unlike larger, canned CRM’s, PipelineDeals gives you basic yet pertinent, actionable data interaction without layers of irrelevant options to navigate. Cons I really don’t have anything other than sometimes it can feel a bit slow but it has never held me up and the mobile app could be made easier to use but it does get the job done. Review Source ME Monte E. Regional Manager Construction Used the software for: 2+ years ### "CRM Review" February 12, 2019 5.0 Overall it's been pretty good. They are responsive when you call and are willing to help you through any issues. They don't always have the answer to the problem....but they do all they can to figure it out when possible. There are probably more thorough CRM's out there......but bang for the buck, I have to think pipeline deals is one of the best "values" out there. Most of the CRM's we looked at had a lot of cool features that nobody would ever use. We didn't want to pay for things our reps weren't going to use. Pros It's a great customer data base software. Very easy to use and user friendly. If you know Excel at all....it will be easy to pick up on this. Cons Lacks for producing many sales graphs or tracking demos to specific customers. You have to somewhat trick the system for you to know who you demoed to and when. Review Source Mark N. Director of Sales Management Consulting Used the software for: 1-2 years ### "PipelineDeals, Say "Goodbye" to Manual Reporting!" February 5, 2019 5.0 For a company that previously used Excel, implementing PipelineDeals has been a major complement to our business. My sales department relies solely PipelineDeals to manage our CRM. We have yet to truly dig deep into the capabilities because we are so happy today! Pros PipelineDeals has allowed us to track our business, from initial prospecting to closed deals. With the organization of the data, and the ease of customizing views, we've been able to create reports that help our leadership to support our efforts! Cons Anytime I've encountered a problem, it's either been solved or added to the developers list. I do wish I could do more customized reporting, but then again I probably haven't studied enough to know what I can do. Review Source JP Jason P. Creative Director Design Used the software for: 1-2 years ### "Overall PipelineDeals Review" February 5, 2019 4.0 We use PipelineDeals to manage incoming new business leads / potential clients. We typically get new requests and then input the information all at once into each category (which is cumbersome—i would love to be able to open person/company/deal as one step, as i have lots to copy/paste into the forms—it would help to have all that possible at once as I get the information piecemeal from emails, linkedin, etc.) Pros I do like the way I can split out my incoming client roster by deal, person, or company. I appreciate that I'm able to create upcoming tasks based on any of those categories. Cons I find the way deal/person/company is split out into tabs (and otherwise into a table view) to be cumbersome. I think some deep, clever, interesting, strategic user experience based on how real people would like to use this kind of tool would be key for bringing PipelineDeals to the next level. I also do like that i can bring in LinkedIn bios into PipelineDeals with a Chrome extension, but I do wish two things: 1) i could do that for companies as well as individual people, and 2) i could be offered a way to edit the info quickly before i submit it into PipelineDeals. Example: i use Evernote, and the plugin allows me to choose a page to grab, but before it's done it allows me to change the name of the note, add tags, etc. Review Source VR Verified Reviewer Head of Client Solutions Information Technology and Services Used the software for: 2+ years ### "Ease of Euse" February 13, 2019 5.0 The sales pipeline is visible for all members of the sales team. I can tag members of my team into activities so we are all on the one page. Pros user-friendly interface, all members of my team find it easy to navigate around. Functionality is good and support response is excellent. We do not need to consult with a partner we can deal directly with Pipeline which brings down the cost. Cons There isn't much I don't like about Pipeline deals. Integration with other applications could be better but it suits our needs. Review Source Tim Thoelecke, Jr., C. CEO at InOut Labs - Drug Testing | Alcohol Testing | DNA Testing | Clinical Lab Testing Health, Wellness and Fitness Used the software for: 2+ years ### "Simple and easy" February 5, 2019 4.0 Overall good choice for my business. Pros Pipeline Deals does not overwhelm you with unnecessary features. It's powerful and easy to understand. Customer support is outstanding, but you probably won't need them often. Cons I would like to be able to easily copy name and address info to paste into other applications like into a word for a letter/ contract, or even an envelope. As it is, when copying I tend to accidentally grab extra text (the word "map," specifically. Review Source Bethany S. Business Development Manager Used the software for: 1-2 years ### "Top crm software we've used in credit card processing sales " June 22, 2018 5.0 This reduces data entry and streamlined our process. Love it Pros We love the ability to assign territory, accounts and leads to a specific group or individual this eliminates people contacting the same merchant. We are able to know when an account needs follow up, we can properly document the process and paperwork throughout. Nothing falls thru the cracks with this. I love being able to upload excel files quickly. This also allows us to drop market emails to merchants as well. Cons This is definitely more expensive than similar crm systems but you get what you pay for. If your a small organization might not be for you. Review Source VR Verified Reviewer Director of Sales & Marketing Facilities Services Used the software for: 2+ years ### "Early adaptor & satisfied user" February 8, 2019 5.0 I have used Pipelinedeals.com for over 10 years at two different companies. Their customer service and innovation have been consistent throughout my relationship with them. They continue to set the bar high for themselves with continued improvements and well thought out strategy. I would highly recommend them to anyone looking for a CRM for their team. Pros Ease of use, flexibility, customer service, integration has been great and is always improving. Cons I haven't found a problem that the team at Pipelinedeals.com couldn't solve Review Source WG William G. Sales & Tender Coordinator Information Technology and Services Used the software for: 1-2 years ### "Envizi PD Review" February 10, 2019 4.0 Overall, PD works sufficiently to meet 80-90% of what we need. The lack of logging of data on field changes do make some reporting difficult. Pros UI is very intuitive, the excel style dashboard on companies/ deals/ people is great. Its a solid CRM that does most of what you need from a CRM. Cons 1\. PD does not log changes made on the fields, and on some part that it does, it is not easily accessible / extract-able to build a report from. I.e. Qualification status at Company level, can be "To be Qualified" -> "1st Qualification Meeting Done" -> "Qualified in" or "Qualified Out". The fact that PD does log field changes, makes it difficult to report on overtime progress. What can be reported on is limited to the current snapshot. 2. No automatically calculated field for Enforcement. i.e. Deal amount is equal to $X from product A + $X from Product B + $X from product C, it will be great if deal amount were to be changed, PD can prompt a message to enforce that the $X from Product A/B/C is also updated and sums out properly. 3. When creating an Agenda, there is an Agenda Type. Once the Agenda is completed, the Agenda Type detail cannot be retrieved, PD will only show the Agenda Title and Description. Review Source Dominick R. Sales Director & Co-Founder Marketing and Advertising Used the software for: 2+ years ### "Pipeline Deals Review" February 8, 2019 4.0 I have used Pipeline Deals as my CRM system at two different companies now and find it supports the sales efforts well. For the price it is hard to beat. Pros I feel the software is very intuitive and easy to use compared to other CRM systems that are much more complicated. As a salesperson I find it easy to log my contacts, make notes on my progress with that account and schedule follow-up actions. Cons I would like to see the reporting module be more robust and flexible. Review Source VR Verified Reviewer Account Manager Legal Services Used the software for: 2+ years ### "Easy to Use and Completely Customizable" February 5, 2019 5.0 Pros Ease of use, email campaigns feature, unlimited custom fields, tasks/events easy to manage and schedule to followup with leads. Cons Intermittent sporadic downtime, doesn't have the ability to use multiple filters to tailor deals, tasks, and leads specifically for a certain report necessary to our business, sometimes creates duplicate leads stemming from the same phone number that already has an existing lead created. Review Source VR Verified Reviewer Select Producer Insurance Used the software for: 2+ years ### "PLD for the Preneed Funeral Industry" February 5, 2019 4.0 Pros Helps me organize my schedule and clients Cons Doesn’t always integrate easily with our company contract software. My clients “status” is never correct and changes without me making those changes. Wish I could create custom tags specific to my leads. Wish the phones and emails would populate where I want them to when a lead is added in by someone other than myself. Time consuming to have to make those changes Review Source VR Verified Reviewer Chief Operations Officer Used the software for: 1-2 years ### "Intuitive CRM Software made training sales reps very easy." November 7, 2017 5.0 We were able to track our contract sales reps progress towards goals, send intentional email campaigns and house all of our prospect information in one place. Pros The software is easy to use and navigate. Able to customize to make the program work for you. Email campaign functionality is very useful. Workflow automations help the sales process run itself. The company is still learning and are adding new functionality on a frequent basis. Cons Difficult to get the filtering to do everything you want. Formatting the email campaigns can be a challenge; all images need to be hosted on another server. Review Source David T. Chief Technology Officer Computer Software Used the software for: 2+ years ### "Pipeline Deals Good Experience" January 8, 2019 5.0 We are scattered in 4 countries and we need a central contact system and reminers/calendars for the whole team - Pipeline Deals provides what we want and everyone uses Pipeline every day Pros Simple - not too many exotic features - does the basic job, and you can learn it quickly in the first morning. All the team can share contact - before everyone had their own spreadsheet. Also inexpensive. Cons Incoming email capture is not in the basic plan Review Source CM Cash M. Director of Sales Machinery Used the software for: 6-12 months ### "More Bang for the Buck!" October 3, 2016 4.0 Having used SalesForce.com in prior sales/marketing roles, it is hard to deny SF's dominance and superiority in the CRM space. However, it is equally hard to deny that SF is the highest priced solution available, especially when you factor in the investment of time and consultation fees required to tailor SF for your specific needs and preferences. Given this we began a diligent search through the CRM jungle to determine if there was a CRM solution that offered most of the same capabilities as SF "out of the box", for less money. Our matrix of candidates winnowed down very quickly to Pipeline Deals. PLD provided all of the SF type capabilities that we needed, such as email tracking, mass email tracking, account & deal history management, remote access via iPhone App, Deal stage tracking, customization, and excellent customer service. So, all of the attributes and capabilities that we admired about SF were present in PLD, but for much less money, and with a much easier set-up process, and with a much better and more accessible customer service team. PLD has been an exceptionally good CRM for our needs and expectations at a more competitive price point. Pros Ease of use and capabilities. Customer service. iPhone App. Email Tracking. Email interface. Cons Calendar doesn't sync with my Outlook or iCal calendars. There is no 'Click to Dial' VOIP option. Historical view under a contact or deal is a little cumbersome and wonky. Does not have SF's capability in customizing the historical view, Person view, company view. Review Source Eddie B. Dir of Sales, Eastern Region Computer Software Used the software for: 6-12 months ### "Director of Sales, Eastern Region" February 12, 2019 5.0 Overall we are very happy with the change to Pipleline Deals. Pros We moved from using ACT for 20 years and by doing the trial for a month and studying the online videos and training we made an easy transition to Pipeline. No Regrets in changing. Out technical staff is also happy as they don't have to worry about our upgrades or weekly syncs. Plus the system has some features we did not have before. Cons The biggest issue is the ease of printing. Currently that only means printing labels for mailers /postcards. Of course you can do by doing mail merge with excel and word but it is a little more time consuming than just clicking a menu option to print (and of course learning how to do if not done before). Review Source Steven D. VP of MIS Mechanical or Industrial Engineering Used the software for: 2+ years ### "My sales people like the application almost all the time" February 5, 2019 4.0 When the application is working it is very nice. tracking in bound and outbound is easy. the reports and Deals are very clean and east to read. However at times outlook drops the add-in connection and we have to reinstall and re link the program. Pros The install and link to outlook is and easy process Cons At times it loses the link to the outlook email account and people have to manually reset the Add-in and tell the software to re connect. Review Source Christopher E. District Sales Manager-East Michigan Automotive Used the software for: 1-2 years ### "Great CRM at a great value!" February 5, 2019 5.0 I work for a manufacturers representative company and we love Pipeline Deals. It is easy to use, easy to customize, and works well for a sales organization. We use it for tracking our funnel opportunities as well as planning. The managers use the tool for better assisting the team in helping close key deals. Overall, PLD is a great value! Pros Great iPhone app. The desktop app is easy to use and easy to customize. Cons No major cons. A few key features inside the software, such as business card scanning and possibly mapping a route for salespeople, would be great but would only extend the value of PLD. Review Source Fabiana H. Learning and Development Associate Outsourcing/Offshoring Used the software for: 6-12 months ### "Good tool for sales' visibility to everyone" February 20, 2020 5.0 As part of the onboarding team, it really helped to have this tool to check the interaction with the sales team and what stage of the deal they're at. Pros I love that everyone can create their own dashboards according to the variables or columns that are relevant to their work. These charts are visible to one or more users and it's helpful to keep track of task completion. I love that they include email automations to set up reminders for specific users within PipeLineDeals. Cons If not used properly, it can become cluttered with unnecessary information and profiles that are useless. The key is to set up profiles and leads correctly to avoid this. Reason for choosing Pipeline CRM For the visibility it provides from a Sales' perspective Review Source Fedor T. CTO Financial Services Used the software for: 2+ years ### "Unsexy CRM which works" November 11, 2022 4.0 The product works, it's possible to get shit done, stable, overall robust. Pros Task management for repetitive work and import/export functionality is good. Cons No quality integrations with calendar and Gmail. The integrations exist and work, but they can be improved a lot. Overall look and feel is not the greatest. Review Source LINDA H. Sales Agent Real Estate Used the software for: 2+ years ### "Huge database keeps us organized" November 12, 2019 5.0 Every client is in the database. We can tell if they have signed an NDA, where they are, all their contact info, who the client belongs to and more. You can also add Deals and add people to the deal Pros All contacts are in one place. If a client calls, we can all tell if that client 'belongs' to another Agent. Cons It is a big database so sometimes it is slow to load. Also there are so many features that I am still learning hew to utilize them all Review Source Mian M. Product Operations Engineer Information Technology and Services Used the software for: 1-2 years ### "Excellent software to keep a customer database and sales leads" October 6, 2019 5.0 Excellent product for starting business who need to keep their sales in order. Can also be used as a CRM software to keep track of the products sold. Pros 1\. Since we have connected this with our telephone system as well as intercom chat system, this allows us to keep everything in one place for sales 2. It can also be used for customer service database to keep track of all the products purchased by the customers 3. Unlimited fields can be added 4. Support is very easy to reach Cons There are cases where we need to export the data and the team told us it was not possible so we really had to push them to get that done. Searching for a deal was a bit of a hassle in case we did not have the full information so it would not search through keywords Review Source Response from SaaS Group October 9, 2019 Thank you for your feedback, we appreciate it! To search for keywords of Deal Names, we recommend pressing the down arrow for the Deal Name column and using a % before the information you are searching. Let us know if you have any questions! VR Verified Reviewer Senior Sales Manager Internet Used the software for: 2+ years ### "Awesome for Some! " February 8, 2019 4.0 Really good until we just got too big, our use cases got too complex and got to a place where we needed more reporting. You all a great! For the proper use cases, you all are the best. Pros The user interface is EASY! And navigating is simple and easy. Cons It is excellent for someone that has not as complex needs. My org was stretching the capabilities of the software with regards to reporting. Review Source Similar Products Featured