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

Good Product! Recommend for small/mid size businesses

What do you like best? User friendly, new team members don't need much time to become fluid very quickly. What do you dislike? Not as many rich features as some players.... a pro/con, sometimes simplicity is best! Recommendations to others considering the product: Give it a shot! Impressive functionality for a very reasonable price. Support tea is great and very helpful to get up and running, What problems are you solving with the product? What benefits have you realized? ...

Robust CRM

What do you like best? Email scheduling has to be my favorite feature. The search features are cool too. What do you dislike? Expensive. Relationships between records aren't 2 ways. They need to be entered in each record. Recommendations to others considering the product: Give it a try! What problems are you solving with the product? What benefits have you realized? We use it as a basic CRM to organize leads and keep track of important info.

Decent pipeline management tool

What do you like best? Connection between Pipeline and Outlook for easy cross reference and ability to communicate through both and have all of tracked in one place What do you dislike? Difficulty in creating reports, there are no easy ways to craft reports to meet specific criteria and sometimes the math just doesn't add up Recommendations to others considering the product: Really dig into the type of reporting you need and make sure the data can be pulled the way you need it. ...

Customization makes for great usability.

What do you like best? The most helpful thing about PipelineDeals is the fact that you can customize it however you want which makes for a very efficient experience. What do you dislike? One downside is the calendar not having features to differentiate between different users' schedules. What problems are you solving with the product? What benefits have you realized? We have solved the problem of tracking the progress of our clients within our process.

CRM of my dreams

What do you like best? Helps me stay organized and on track of leads and contacts What do you dislike? I could use more training materials feel as if I'm not using it to the best of its abilities Recommendations to others considering the product: Watch all training videos What problems are you solving with the product? What benefits have you realized? Keeping track of warm contacts. Contacts dont fall through the cracks

Pipeline Review

What do you like best? CRM, ability to hold our database easily What do you dislike? Color Scheme. a bit drab and hard to look at all day What problems are you solving with the product? What benefits have you realized? Membership tracking

Solid project tracking tool. Some issues with completely syncing with MS Outlook.

What do you like best? Great tracking tool for projects; in our business we can have hundreds of projects in multiple stages over many years. PLD keeps them all in one place with useful tools for tracking, sorting, categorizing, etc. It also serves well for forecasting in the short and long term. Finally it's very good at associating different companies and people with different projects but having a cross functional DB to track those associations over time (i.e. what are all the projects ...

Good value for the money!

What do you like best? Pipeline Deals works very well for our needs. We do not have a very complex system set up and therefore we are able to use Pipeline Deals easily and efficiently. What do you dislike? Unfortunately, Pipeline Deals does not integrate easily with MAP and therefore it makes it a bit limiting. Recommendations to others considering the product: Be sure to check integration options - as Pipeline Deals does not always work with MAP systems. What problems are you ...

Good in Theory, Execution Could be Better

What do you like best? I like the work flow of the app. It allows me to track by work easily. This makes people, companies and deals easy to manage. What do you dislike? The interface is not easy to understand. I try to do searches but they often do not work correctly. I want it to work better in general. Recommendations to others considering the product: I would look at all products before chooosing. What problems are you solving with the product? What benefits have you realized? ...

Pipeline review

What do you like best? The best thing about Pipeline is the ability to stay organized and keep tabs on all the projects you're currently working on. What do you dislike? The biggest issue I have is that I'm constantly on the go, i would like to have it available in an app or as a program for windows. This would allow me to work on it offline and or when i have downtime on my phone. What problems are you solving with the product? What benefits have you realized? The issues is the ...