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

Pipeline is a great source of truth

What do you like best? It is such a customizable tool! You can add whatever fields you need to create your custom workflows. What do you dislike? Sometimes it's hard to find a specific deal. Recommendations to others considering the product: Make sure you align with your teams on the problems you're trying to solve so that you can customize the tool to meet your needs. What problems are you solving with the product? What benefits have you realized? Creating a source of truth ...

Excellent CRM

What do you like best? Easy to use! It is very easy to use and allows you to upload documents and lets you navigate through your deals / pipeline very quickly What do you dislike? It would be great if we could modify the formatting of the tables that are setup when viewing. I am able to change the columns and add information, but the layout is very outdated. What problems are you solving with the product? What benefits have you realized? Our firm has a large pipeline of deals that ...

Pipeline is very easy to use

What do you like best? the ease and follow up of my quotes. Keeping track of my sales. What do you dislike? having to put in the same info after the first screen What problems are you solving with the product? What benefits have you realized? selling more jobs

Great way to communicate with co workers on orders.

What do you like best? The reminders I receive when there is activity happening on a certain order. What do you dislike? Is this application set up for mobile? I believe it is but not to certain. What problems are you solving with the product? What benefits have you realized? Any problems or issues dealing with orders that go through our company.

Customizable and Efficient CRM

What do you like best? Extremely customizable - can capture company details, create deals, track pipeline progress and create reports that show you exactly what you're looking for What do you dislike? There's nothing about PipelineDeals online that I don't like. However, the app is atrocious and I'd love to see the same love that the website got given to the app. Recommendations to others considering the product: This is a versatile solution to end-to-end business needs. You can ...

Simple to use, easy to learn workflows, fully configurable to your business needs

What do you like best? PipelineDeals happens to be one of the simplest and easiest CRM platforms that I've been able to use. It's great for small to medium size businesses that are looking for an easy way to handle the sales flow process as well as any other process flows that may be unique to their specific business/industry. What do you dislike? It uses JSON to update fields relative to a lead, so the information is not real-time and it sometimes requires a page refresh/reload. There ...

Educating and Hands On

What do you like best? I Like how we are able to track our appointments, what sold and what did not. i like how it serves our company as a communication forum between the the ad reps in the field and the reps in the call center What do you dislike? sometime i dislike how things disapear or change or auto fills when not needed What problems are you solving with the product? What benefits have you realized? the main problem that pipeline is solving is the miscommunication

Great resource and tool to have for the company.

What do you like best? It helps to keep everything organized and allows us to not lose anything. What do you dislike? I wish that it would perform better with other apps such as Zapier. Recommendations to others considering the product: Continue working with Zapier and getting better at implementation. What problems are you solving with the product? What benefits have you realized? It has really helped us with keeping track of all the jobs that we've ever done as well and keep ...

User friendly

What do you like best? I like how user friendly the plat form is. The reporting gives you multiple options for visibility. My team use it daily and it has increased our follow up and productivity. I would recommend using it for anyone wanting to increase communication with in their business. It’s works great for people looking to organize themselves or even a large team. What do you dislike? The only thing I dislike about the plat form is the amount of short cuts that you can use but ...

Great CRM

What do you like best? I enjoy using Pipeline Deals as it is very intuitive. I can enter an opportunity very quickly, and provide updates very quickly as the opportunity changes. What do you dislike? I am not as familiar with the reporting features of Pipeline Deals in comparison to Salesforce. Recommendations to others considering the product: Easy to use, comparable to Salesforce.com, more intutive. What problems are you solving with the product? What benefits have you ...