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

VERY Good! Almost perfect.

What do you like best? I love the interface, the ease of use, the learning curve isn't too hard and it is not difficult to customize. What do you dislike? Not really a dislike, I just wish the API connected to more apps. Recommendations to others considering the product: Unless you have a very specific knowledge of CRMs and are know exactly what you are look for, I recommend it as a great way for any business to start making and setting business goals and tracking growth. It is one ...

Review of Pipeline Deals

What do you like best? I'm fairly new to the Medicare and Benefits World of Insurance and I have found that Pipeline Deals has a creative and forced method of helping me become organized and provides a structured way for me to build my book of business. I'm still learning all of the features however I trust that I will be able to utilize all of its benefits soon. I'm a visual learner so it will take some time. What do you dislike? At times it can be overwhelming to find information ...

Pipeline has been an easy-to-use tool to keep our team aligned on customer data

What do you like best? I like the activity feed and being able to track all my customer interactions in one place and keep my manager in the loop easily. What do you dislike? I haven't found anything that I dislike about Pipeline deals. There are some fields and features that I don't use and would like to remove them, but I'm sure that's possible -just haven't tried. What problems are you solving with the product? What benefits have you realized? We are able to consolidate all our ...

Pipeline deals offers great features as our internal CRM tool.

What do you like best? The most helpful part to our firm is the client tracking and email feature. What do you dislike? The interface is a little difficult to customize in terms of the drop down options What problems are you solving with the product? What benefits have you realized? We are solving our business development issues. We've been able to stay on track each quarter much more efficiently.

Help and cost effective CRM

What do you like best? Ability to use mobile to quickly access CRM What do you dislike? Sometimes takes a longer to load; fields are a little cumbersome some times to load in What problems are you solving with the product? What benefits have you realized? Communication with most of our "client" resources

Introduced to Pipeline deals through batchbooks

What do you like best? Simple and Complete experience. Very flexible. What do you dislike? I do not find that there is much of anything I cannot use this for Recommendations to others considering the product: None What problems are you solving with the product? What benefits have you realized? Helping me to stay focused on client needs

Bruce’s Review

What do you like best? Use it correctly and you won’t forget anything! What do you dislike? Locks up occasionally. Sometimes have to restart. Recommendations to others considering the product: Got to use it consistently What problems are you solving with the product? What benefits have you realized? Staying focused on task.

Highly customizable, takes some time to understand

What do you like best? This is a gream solution for tailoring the a CRM to your specific business needs and goals. What do you dislike? lack of integrations compared to some more well known CRMs Recommendations to others considering the product: Solid solution if you want to tailor a CRM to your business. What problems are you solving with the product? What benefits have you realized? we have a fairly large database that's well organized because of PLD

Pipeline experiences

What do you like best? 1 Tracking prospecting status 2 Meeting reminders 3 Building database of my territory What do you dislike? 1 Cannot search the company/ client by using their address What problems are you solving with the product? What benefits have you realized? follow up reminder, history with prospect and developing strategies.

Definitely a help with managing marketing and prospecting

What do you like best? Pipeline Deals allows me to document interactions with prospects and clients, and create specialized lists using keywords, company role and other options. They are also typically very speedy to respond to requests and happy to share suggested feature improvements with their devs. What do you dislike? Tagging individuals and companies is more difficult than with my last CRM, where I could easily access and create new tags as I was creating a new profile. With ...