# Page 5 | Pipeline CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Pipeline CRM ## Showing most helpful reviews Showing 101-125 of 621 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer Office Administrator Accounting Used the software for: 6-12 months ### "First review about Pipeline " February 5, 2019 4.0 Easy to track deal. Good overall! Pros It is so easy to use and the pipe charts is updated everyday, which really helpful for user. Cons Lender information cannot be added. Maybe I dont know how but I cant added the last time that I wanted too. I asked my colleagues and now I believed that we cannot add lender info easily to pipeline. Please fix that I need to add lawyer information so please add that feature too Please try to add address of property somewhere with the function of address looking like filogix (not necessary but will be useful) Review Source MB Mark B. VP Computer Software Used the software for: 2+ years ### "Pipeline Deals Review" August 25, 2020 4.0 Their support was good and they keep trying to evolve the product which is good. Pros It was pretty easy to set up and create custom view reports so we could track sales and onboarding activities. It synced to my email which was great. Cons We tried to use it for project management tracking for onboarding activities. While it sort of worked for that, the number of notification capabilities had quantity limits on it and it would have been good if notifications could have gone to customers too for each project and not just internal people. Review Source Response from SaaS Group August 28, 2020 Hi Mark, thank you so much for your review and feedback. We take product feedback very seriously and really appreciate it! NK Nicholas K. Manager, Partnership Development Marketing and Advertising Used the software for: 1-2 years ### "A Great CRM Tool for Small Teams" February 5, 2019 4.0 Overall, the service has been invaluable to us as a small organization. Especially in a small company that experiences turnover with apprentices and interns coming through in sales roles, it has been extremely easy to make sure conversations are not ignored or missed. Pros The ability to cc the service on emails and have the contact immediately integrated and updated in the Pipeline dashboard is extremely helpful to track not only yourself but the rest of your team and progress on past and current conversations. Additionally, the ability to add contacts directly from LinkedIn makes it very easy to add contacts with extra steps. Cons It is easy to get unorganized on the platform and once that starts, it can be a challenge to get everything back on track. Because the search bar is very exact in its search results, it can be easy to miss targets with different potential spellings or with apostrophes and other symbols in their names which can lead to creating duplicate profiles that go unnoticed for some time. Review Source Marc Z. International Mailing - International Shipping Consultant Package/Freight Delivery Used the software for: 2+ years ### "Sales and CRM" February 12, 2019 4.0 Makes managing your customers and prospects, more effective. Pros Easy to use, web based, simple functionality. Cons Difficult to find specific items that have been posted or attached. Having a way to post to a timeline would be more effective. Review Source VR Verified Reviewer Sales Representative Design Used the software for: 1-2 years ### "Great product!" February 8, 2019 5.0 Pros PipelineDeals is great! It helps me easily manage all my leads, and prevents any of them from falling through the cracks! I would highly recommend it. It has so many options that allow you to truly customize it to your needs, and it integrates seamlessly with so many other programs! Cons Sometimes pipeline can load kind of slow, which can be annoying, but isn't a major issue. Review Source June B. Consultant Logistics and Supply Chain Used the software for: 6-12 months ### "Pipeline Deals Review" November 26, 2019 3.0 My overall experience with pipeline deals is sadly we moved over to sales force. Did well in the beginning with our company but after a year got old news. Pros What I like most about pipeline deals is what it gave a whole work team. With Hot's and Rcos all different colors and having an admin manage everything, helped tons. Cons What I liked least about pipeline deals was how boring it gets, I'm on the computer 8 hours a day, seeing the same screen over and over again makes me lose interest in my job. Review Source Response from SaaS Group December 5, 2019 Hi June, thank you for your feedback. I have passed it along to our Product Team. Jim B. National Case Screener Legal Services Used the software for: 2+ years ### "Grateful" February 12, 2019 5.0 I’m able to let pipeline deals be my memory and because of that I’m able to handle a much larger volume of clients. Pros It manages everything and makes everything available at my fingertips. Cons I’m not coming close to using all the benefits it offers. Review Source VR Verified Reviewer Marketing Specialist Furniture Used the software for: 1-2 years ### "PipelineDeals - Easy to use, Great Value" February 8, 2019 4.0 We have been able to easily track customers and relationships. They have awesome customer support and always respond quickly! Pros The system is easy to use. Fields and forms are easy to create and manage Cons Some functionality the team wants isn't available. Connecting events to multiple record types is not seamless. We would like to be able to customize our own dashboards a bit more than what is allowed. Review Source VR Verified Reviewer Customer Communications Manager and Sales Team Lead Events Services Used the software for: 2+ years ### "Good system. Lots of features." February 12, 2019 4.0 Pros There are lots of features and a lot of ways to customize the system in order to filter and organize as needed in your company. Cons When there is a bug, business is put on hold and the customer support is lacking. Review Source VR Verified Reviewer Regional Sales Vice President Insurance Used the software for: 2+ years ### "Solid CRM Option " February 8, 2019 4.0 Really helps me see what is moving through the deal stages, and the activity that is happening with each sales pro. Pros Deal Staging and the ability to collaborate with other stakeholders. Cons Lack of marketing tracks with my subscription level Review Source Justina B. Account manager & outreach specialist Management Consulting Used the software for: 2+ years ### "Review" February 6, 2019 4.0 Pros \- Bulk task assigning - Filtering and cross fields for e.g. companies' fields when filtering people. Cons \- no bulk fields edit - when exporting list if it's more than 100 entries csv to download from email. Review Source MV Matthew V. COO Construction Used the software for: 2+ years ### "Pipeline Deals is a Great CRM!" February 5, 2019 5.0 Pipeline deals has been very accessible, it's very affordable compared to other products, and now that they have their new app, there's not much to complain about. Customer service has been great, and it doesn't have many glitches. Pros Here's what I like about pipeline deals: First, it has a very intuitive user experience - it makes sense. Second, It is very customizable so that you can tailor it to exactly what information you're looking for. Third, it integrates with Mailchimp which we also use. Fourth, you can easily search companies, people, and deals as separate items. Cons I wish that it would have a little bit more integration with other programs. It has some integrations, but for instance, it does not integrate with our project management software so we can't automate certain functions that in a perfect world, we could. Review Source Rono K. Web Developer Computer Software Used the software for: Less than 6 months ### "Pipeline CRM really changed how I relate with my customers, I keep almost all of them!" August 12, 2023 4.0 So far so good, Pipeline CRM is effective and easy to use at the same time. Pros I love the way Pipeline CRM has a robust collection of features that make my everyday customer management so easy, no headaches. Cons Pipeline CRM can get a little expensive for starters like myself. Review Source Martin B. Franchise Owner Consumer Services Used the software for: 2+ years ### "Have used it for several years. Modified it quite a bit to do a lot more than just sales." March 17, 2018 5.0 Pros Easy to use out of the box. Easy to configure for your needs. Amazing people at customer support. Cons Don't have ability to build customer's organizational structure hierarchy. Review Source pJ philip J. Executive Sales Computer Software Used the software for: 2+ years ### "Enabling your salesforce without bogging them down in process" February 12, 2019 5.0 Pipelines solves the issue of providing the reps with an easy to use and quick solution to account and deal management whether in the office or on the road which provides no excuse for not adding relevant data as it happens or shortly afterwards resulting in more time to sell and more available data for management. Pros Ease of use across all platforms including mobile make the sales reps ability to use this for look-ups, recording notes, task and deal management very simple. Cons forecasting is not great from a management perspective, the ability to manipulate the forecast into a hierarchy that goes from rep to manager to VP etc is non existent unless you customize it. Also major account management where you want to have access to political spheres of influence on an org chart for example or interconnected deals can not be done without attachments Review Source VR Verified Reviewer Customer Specialist Legal Services Used the software for: 6-12 months ### "How Slack Makes a Difference" February 5, 2019 5.0 Pipeline rarely if ever crashes and has coordinated their updates to avoid interrupting work schedule. I'm a fan. Pros I like the adaptability that the program permits in updating per account (customer). It works 98% of the time and has been a positive result to cooperating with our company website. Cons I wish that upon updating a customized selections, such as Gender, would update upon selecting it once. There are rare occasions that the system would not update or randomly merge with an alternate account without prior confirmation. Review Source Peter B. Owner | Chief Operating Officer Construction Used the software for: 2+ years ### "I love Pipeline Deals." February 9, 2019 5.0 Personalized service and fast response. Very reasonable prices and way more features than I would ever use. Pros Inexpensive and does everything I need. Cons Nothing I can name. Support is great whenever I have a problem. Review Source Nathan J. Benefit Specialist Insurance Used the software for: 2+ years ### "Simple/Easy" February 13, 2019 4.0 An overall great experience. This is a very effective and affordable way to track and sort our clients. Pros Uploading clients information is very user friendly. Cons Unable to effectively track my income on the software. Review Source VR Verified Reviewer VP of Sales Real Estate Used the software for: 6-12 months ### "Easy To Use And Functional CRM" February 8, 2019 5.0 Pros I've used a lot of CRM's. Some try to be everything to everyone and end up being confusing and clunky to use. Others are so minimalist that they can't grow with you when you need additional features. Pipeline has found that healthy balance of simplicity and function that everyone needs in a CRM. Multiple times I've thought "Man I wish Pipeline had that feature." Sure enough, with some digging, I was able to find it! Cons No comment. It's great! Even the iPhone app is easy to use and helpful. Review Source Grant H. Database Manager Commercial Real Estate Used the software for: 1-2 years ### "Database Manager" February 5, 2019 5.0 The PipelineDeals team helped WLS integrate and use a CRM to handle co-departmental support and sales tracking. Their support team has been the biggest asset of PipelineDeals helping to keep WLS informed and on track to reach our goals. Pros The ability to utilize list views that organize, filter and sort all of the active projects in just seconds. Cons Recent Updates and the Outlook integration. Review Source DM Duana M. Executive Director Non-Profit Organization Management Used the software for: 2+ years ### "There is NO other option than Pipeline Deals for CRM as far as our company is concerned!" October 28, 2016 5.0 We have been a customer with Pipeline Deals for many years. We are extremely pleased with the quality of customer service and continued growth and development of the application. Pipeline Deals is such a useful tool that we not only use in our global ministry, but also our Christian Resort and multi-national corporation. We have NEVER had any downtime or experienced any inconvenience, so Pipeline Deals has EARNED our 100% trust as our preferred technology tool to manage all of our contact data. Pros Flexibility, accessibility, ease in use, automation, simply import/export features, mobile use, Cons In next release, I recommend having a user-defined access level for Executive users to ONLY have access to certain work-groups assigned to them for certain projects, and not limit this feature to Managers with users that work directly under them. Review Source Response from SaaS Group March 24, 2017 Thanks for the review, Duana! DF Derek F. Business Analyst Legal Services Used the software for: 2+ years ### "Middle of the Road" February 12, 2019 3.0 The entire point of this type of software is to be able to scale customer relationships and extract data to make decisions re: those relationships and customer profiles. When it takes days to produce reports, the purpose is defeated. Pros It is easy to maintain communications with team members about individual accounts with email transcriptions. Cons Every time I tried to produce a report and excel sheet or .csv files with various iterations of customer profiles, it took at minimum 48 hours to "build the report in the background and have it emailed to \[me\]." I made a request just yesterday afternoon that still has not been emailed to me (the report only has about 3-4K lines of data). I once got an email of a request I'd made weeks later after I had to find a workaround. That is honestly disgraceful. Review Source kyK kah yong K. manager Education Management Used the software for: 2+ years ### "Perfect for us" September 14, 2017 5.0 without this software, we have no better way to manage communication with customers, we are dealing with hundreds of new and old customers everyday, and we only need 2 or 3 employees to do that. everything is recorded in the deals and we know what is going on (without relying on our memories). Communication between team members is fanstasic, we dont even have to work side by side to communicate. Pros Nice and simple design, easy to use, lots of useful function, easy to customize, great support. what else? almost perfect, our team rely heavily on this software everyday to deal with hundreds of clients and so far it has never disappoint us Cons not too sure.. maybe cannot 100% customise the function. but this is not an in-house built CRM and so far it works perfectly for me and i believe it will do for many small medium business. Review Source RA Ryan A. CEO Education Management Used the software for: Less than 6 months ### "Best Alternative to Salesforce and Hubspot" November 30, 2020 5.0 We have had a great experience with Pipeline. It is easy to use. We recommend it internally and externally. Pros Pipeline is our CRM of choice. We recommend it for anyone looking for a better alternative to Salesforce, Hubspot, or Pipedrive. Cons Nothing is missing. We love it. Makes selling much easier for us. Reason for choosing Pipeline CRM Ease of use and functionality. Review Source Response from SaaS Group December 2, 2020 Thank you for your review. We love hearing great feedback from our customers! RG Richard G. Owner Oil & Energy Used the software for: 1-2 years ### "Good Stuff Right Here" February 8, 2019 4.0 The only problem I have with Pipeline deals is, there is so much to learn to take advantage of ALL of the benefits of Pipeline Deals. I don't mean in a bad way, I mean I am using Pipeline to the max for what I need it for. I would love to learn more, but time is an issue. Other than that, This is one of the best deal tracking systems I have used. Being in the sales industry for 30 years, that is saying a lot. Oh yeah, your support team Rocks. Our representative is one of the kindest, most attentive person you have working there. You have had her in sales & support, among other things & she NAILS IT every time. This is big , she actually asks if she could call or email back if she doesn't know the answer off hand (which is almost NEVER) so she can give you good information. LOVE HER. She is AWESOME. Pipeline deals is SOOOO LUCKY she doesn't live in the TAMPA area of Florida or I would steal her from you. Even if it meant losing money. Just to have her on my team Pros Easy to use. Custom settings, reminders etc Cons Once in a while it slows down a little, some frequent error messages. but nothing major Review Source Similar Products Featured