PipelineDeals Reviews in July 2025: User Ratings, Pros & Cons

Pipeline is a Life Saver!

What do you like best? PipelineDeals makes organizing and taking notes a breeze. I manage over 260 accounts worldwide, and keeping everything straight would be a mess without the program! What do you dislike? I wish it were easier to automate certain tasks - for instance, when I set a task to "check in" on someone (aka call or email them, I wish I could set an automation to automatically create a duplicate task X-number of days later to check in again. Also, the ability to organize ...

Would be lost without pipeline deals

What do you like best? Lets everyone be on the same page. Notes for clients all go in and we can go back to see what has gone on over the course of the person being our client and the deals we have won under the client. Helps to track commission brought in and helps us stay on top of what we need to close. I love the agenda - it is like my personal sticky note reminder that I check every day instead of having a cluttered office. I llike that we can add so many different sources and stages ...

efficient and easy access

What do you like best? easy access to edit anything. very customizable and amazing customer service. People on the other side of the phone are so patient and have great suggestions to make our business daily activities even more efficient. What do you dislike? some of the things cannot be customizable. ex: don't send an email when a deal is created under someone else's profile. Recommendations to others considering the product: Most modern and easy process to daily use What ...

Pipeline is a great tool that has allowed me to enhance my relationships with customers!

What do you like best? I use Pipeline everyday. It has enabled me to maximize my sales potential by keeping track of all my customers and their needs. The daily agenda allows me to stay on top of all the necessary steps in my sales cycle. What do you dislike? There's nothing I necessarily dislike, but I personally do not utilize all of the features included. If there was a way to edit the system and make it more personal to my business and how we operate I think that would be really ...

Fantastic CRM for the price

What do you like best? Pipelinedeals is really great at our small company. It has plenty of useful tools but isn't too bloated. It's also waaaaaaay less expensive than some of the larger CRM's like salesforce What do you dislike? The only thing I don't like is the inconsistency of data that gets sent back about your open rates when you send out a tracked campaign. Sometimes you can't tell if an email got opened or not. Recommendations to others considering the product: The more ...

Seamless experience using PipelineDeals.

What do you like best? What's helpful about PipelineDeals is that the platform is easy to navigate and can hold important information about my customers.The layout of the reports and charts are simple, which makes understanding them seamless.Because of PipelineDeals, I can keep track of the specific relationship with each customer. What do you dislike? Something I dislike about PipelineDeals is the daily email I receive about current deals because I think it is redundant if you are ...

Exceptional CRM

What do you like best? That multiple users can work together without a messy interface What do you dislike? I wish there was a remove template option. Sometimes templates are applied incorrectly and then we have to delete every task to apply the correct template. It wastes time What problems are you solving with the product? What benefits have you realized? My day is much easier when using Pipeline to manage my accounts. From the daily tasks to the agenda items, it is easy to see ...

An excellent platform for growing sales

What do you like best? PLD is easy to use, has good reporting and drill down capability, provides a comprehensive view of all your opportunities and integrates well with Outlook for managing contacts, communication and task to do follow up. Also it has a solid mobile app that provides good function when I'm away or travelling and can't get on my laptop. What do you dislike? There are not many things in PLD I don't like. I do think they could use some improvements in the ability to ...

Organized customer data base

What do you like best? How easy it is to navigate and find all my clients and my notes What do you dislike? I don't really have anything negative to say about Pipeline. It meets all my needs What problems are you solving with the product? What benefits have you realized? easily accessible from my phone or computer.. especially when I'm in the field and need to access notes or a phone number to get a hold of my clients

Extremely user friendly

What do you like best? Pipeline Deals is an incredible organizational tool. It is extremely user friendly, and very straightforward. What do you dislike? The downside would be the reports. Those can be confusing. What problems are you solving with the product? What benefits have you realized? I am able to keep track of all business, as well as tasks. Extremely useful tool.