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

Overall great product with a few bugs

What do you like best? I like the systems in place for keeping organized. I use the agenda every day but can also access by deals by many other categories and prioritize my day. What do you dislike? One bug I do not like is whenever a deal is one, and I convert to a customer every tab I have open the "convert to customer" box is there and I have to click out of each each time. Since I typically have many tabs open, this is annoying that I have to close each on every time I close a ...

Very Smooth Program

What do you like best? The customization options are great for creating and maintaining records What do you dislike? Integrations leaves a little to be desired, but I'm hoping this is something that is constantly being upgraded and modified. Optimistic to see more options in the future. Recommendations to others considering the product: Check out all the features - and definitely take the time to build the database correctly the first time going in. What problems are you solving ...

Easy To Use

What do you like best? There are so many ways to organize your client lists, it's very easy to find and keep track of your information. What do you dislike? So far I have not found any downsides to using this program. What problems are you solving with the product? What benefits have you realized? The biggest impact Pipeline has for me is that it acts as a hub for finding and organizing all of my clients projects at once so I don't get them confused.

INCREDIBLY USEFUL FOR LEAD MANAGEMENT

What do you like best? Intuitive to use, links to email, very helpfully visual What do you dislike? no reminder feature if something is wildly overdue What problems are you solving with the product? What benefits have you realized? Our industry moves fast but we cant afford to let projects fall by the wayside if something else comes up. pipeline helps us keep everything front of mind

Skeptical at first; convinced user now.

What do you like best? PipelineDeals has been easy to learn, easy to use and easy to implement. The Customer Support Team has been outstanding and responsive to all of our questions and needs. What do you dislike? I would like to see more flexibility in the reporting. Recommendations to others considering the product: Easy to implement and use. What problems are you solving with the product? What benefits have you realized? We are using it to track Customers, Contacts and ...

Phone Sales User

What do you like best? Organization - Ease of Use - Mobil App - I'm able to get things done in office and out of office with ease and stay connected to my customers. What do you dislike? Would like individual highlighting options Recommendations to others considering the product: Great tool to stay organized What problems are you solving with the product? What benefits have you realized? No problems - keeps me on schedule and can coordinate leads well

Pretty darn good.

What do you like best? the bcc for emails. it is really helpful to see conversation history and threads What do you dislike? the search function. way results are displayed Recommendations to others considering the product: integration could be better What problems are you solving with the product? What benefits have you realized? communication problems with team members.

Track and Manage opportunities from prospect to WON!

What do you like best? Being able to keep the entire team up to date with contacts, pending deals, changes all in one location. What do you dislike? One negative is that we are using a Zapier function to import data and if the contact information is not an exact match it create a new Customer file in pipeline. What problems are you solving with the product? What benefits have you realized? Improved communication between divisions, We have sales staff, customer service and parts ...

Pipeline is a necessity in the workplace

What do you like best? Being able to set reminders to go back and view projects is key to making sure I follow up on leads and win more sales. What do you dislike? I can't say that I have a whole lot of negatives. I did experience some slow speeds clicking between pages sometimes, but I think that was more of an internal problem with my company. What problems are you solving with the product? What benefits have you realized? As opposed to trying and track notes that I wrote down in ...

Love the program, hate the app

What do you like best? It’s very user friendly when you are using on the computer, and also very customizable for your needs as a company. We had tried other software, but this is by far the best one we have tried. What do you dislike? I dislike the phone app. When I put in activities they do not save, and it’s hard to use and confusing. Recommendations to others considering the product: Great for use on the computer. Bad for use on the phone with the app. What problems are you ...