Pipeline CRM Reviews

User Rating

4.5/5 (Based on 923 Ratings)

Rating Distribution

Excellent
62.9%
Very Good
29%
Average
5.6%
Poor
1.5%
Terrible
0.9%

User Sentiments

Ease of Use, Customizable Interface, Excellent Customer Support, Comprehensive Reporting Capabilities

Limited Third-Party Integrations, Mobile Application Functionality, Data Entry Process, Search Functionality

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Review Summary

PipelineDeals is lauded for its intuitive interface, ease of use, and customizable features that cater to various sales processes. Users appreciate its visual pipeline view, drag-and-drop functionality, and robust reporting capabilities. However, some reviewers express concerns regarding limited integrations, occasional glitches, and the need for improved customer support. Overall, PipelineDeals is generally well-received for its user-friendly design, flexibility, and ability to streamline sales management, making it a contender in the CRM software market.

Pros

Simple, intuitive user interface for easy navigation and swift onboarding.
Robust customization options to tailor sales processes and workflows.
Powerful reporting and analytics capabilities for datadriven decisionmaking.
Seamless integration with various thirdparty applications for enhanced productivity.

Cons

Limited automation capabilities compared to more advanced CRM solutions.
Occasional performance issues reported by some users during peak usage times.
Steep learning curve for complex functionalities, requiring dedicated training.
Limited customer support options outside regular business hours.

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Reviews

Neil Sherman

November 24, 2024 Source: Financesonline.com

PipelineDeals is very affordable. At less than $25 a month you get great features to manage your lead pipeline, sales reports, and data management. I have tried a couple of other robust CRMs with almost similar feature packs, but they cost twice or even thrice what I pay for Pipelinedeals. For now I'm very satisfied with its starter plan which can handle our sales cycle pretty well. For instance, I can keep tab of our whitepaper downloads (we have quite a dozen) and I can trace some of these credentials moving to our free trial subscriptions. This insight alone allows me to predict how interested prospects are, I mean, someone who uses our content then tries our product gets priority in our outbound.

Jeremiah A

October 23, 2023 Source: G2.com

"Funding Manager at Lendio"

What do you like best about Pipeline CRM?

It was very relevant to my job and it was created in house

What do you dislike about Pipeline CRM?

Sometimes a lag when they do updates to the CRM

What problems is Pipeline CRM solving and how is that benefiting you?

Steamline the sales process

Anonymous User

October 21, 2023 Source: G2.com

"An accessible way to grow your business"

What do you like best about Pipeline CRM?

The customization is easy and it reminds me of an easy to use Excel spreadsheet with tons more of flexibility without having to have the knowledge of a CPA.

What do you dislike about Pipeline CRM?

That it does not integrate with ZoomInfo.

Recommendations to others considering Pipeline CRM:

It's intuitive!

What problems is Pipeline CRM solving and how is that benefiting you?

We are getting to know who the Garlnd customer is by analyzing the data we put into the system.

Via P

September 5, 2023 Source: G2.com

"Helpful and business-essential tool"

What do you like best about Pipeline CRM?

It has the overview of the transaction and interaction with customer, it boosts the sales and marketing of the company. It has the information of the customer needed for sales.

What do you dislike about Pipeline CRM?

It doesn't show the recording when it's connected to the personal phone number tho it's understandable.

What problems is Pipeline CRM solving and how is that benefiting you?

It consolidates the contact information, the interaction between us and our customers and marketing of the company for them. It helps me to easily work on each customer.

Mike M

August 3, 2023 Source: G2.com

"One of the best CRM’s I’ve ever used"

What do you like best about Pipeline CRM?

Easy to use and easy for new people to learn. Love that you can automate different tasks for different people

What do you dislike about Pipeline CRM?

There really isn't much to dislike about pipeline

What problems is Pipeline CRM solving and how is that benefiting you?

Keeps everyone and everything on the same page very easy to run reports

Brooke G

August 1, 2023 Source: G2.com

"Great and Easy to keep clients organized"

What do you like best about Pipeline CRM?

You can stuff so much information into one page, also like their Ideas category to add ideas that they may add! I love the ability to customize and add as much information !

What do you dislike about Pipeline CRM?

If it's an old company with many uploaded it's hard to find the forms you need. It can take a few hours. I've sent them an idea about adding a view key to see what the document looks like rather than having to open something fully.

What problems is Pipeline CRM solving and how is that benefiting you?

They are adding new ways to stay organized which is very thoughtful and awesome as a company. The more ways they can do this it will help benefit everyone! Its been easier for everyone since they updated!

Alexander O

June 21, 2023 Source: G2.com

"As a salesperson my pipeline is always rolling and pipeline CRM helps me stay in charge."

What do you like best about Pipeline CRM?

It is most suitable for my sales challenges and gets the job done.

What do you dislike about Pipeline CRM?

The user interface is less attractive than engaging yet gets the job done.

What problems is Pipeline CRM solving and how is that benefiting you?

It organizes my workflow, keeps me on track with my customer's activities and creates the right campaign to increase sales.

Justin J

June 2, 2023 Source: G2.com

"Exceeds expectations!"

What do you like best about Pipeline CRM?

User friendly interface with unlimited filters for managing a unique sales pipeline.

What do you dislike about Pipeline CRM?

Would be nice if it had an integrated AMS system to compliment this excellent product.

What problems is Pipeline CRM solving and how is that benefiting you?

Pipeline CRM has excellent support and always resolve any issues that me or my team have.

Joel J

March 7, 2023 Source: G2.com

"Awesome CRM!"

What do you like best about Pipeline CRM?

Love the mobile feature. No more chasing for information about the customer. Addresses, phone numbers, email, etc are all a click away!

What do you dislike about Pipeline CRM?

Really haven't found anything that I don't like...

What problems is Pipeline CRM solving and how is that benefiting you?

Customer history of past emails and deals. Saves time!

Gerald L

March 7, 2023 Source: G2.com

"Helpful for tracking project progress"

What do you like best about Pipeline CRM?

Being able to see the progress of the project throughout the process.

What do you dislike about Pipeline CRM?

There is not anything I can think of that I dislike.

What problems is Pipeline CRM solving and how is that benefiting you?

Being able to see potential issues for future projects ahead of time.

Pipeline CRM Reviews

User Rating

Rating Distribution

User Sentiments

Do You Use Pipeline CRM?

Review Summary

Pros

Cons

Neil Sherman

Jeremiah A

Anonymous User

Via P

Mike M

Brooke G

Alexander O

Justin J

Joel J

Gerald L

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