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

New sales rep can use this easily

What do you like best? This is my first time using a sales CRM and it is pretty easy. I have actually been using our AE's account to help keep his stuff organized and it's intuitive. You can add new fields for your specific customer type and that allows for some better reporting. We were using a custom/homegrown solution and this is much better. What do you dislike? Email is the biggest thing. You can only track emails if you send it to one person. It's doesn't sync both ways so if I ...

I like th ePipeline Softwarebeasue it is very

What do you like best? I like the ability to o searched using the phone number or work number as well as name of the client in the system. I also like the custom fields ability, because not every client fits into an exact mold and therefore custom fields allow you to add those things that make a client unique. What do you dislike? I do not like that you cannot do a client search using the home phone number, that you can only use the work phone number. i also do not like that the ...

PipelineDeals | A better and more useful alternative to Salesforce

What do you like best? PipelineDeals is simple and easy to use. It basically takes little explanation. We use it as a much better contact management system. I like the app version and use it constantly. What do you dislike? PipelineDeals works well for me on the computer but I think the app version could use a bit more work. We don't use it to its fullest capabilities, but it works for our business. We are a small organization so it works well for us. Recommendations to others ...

Lighter version of Salesforce

What do you like best? User interface is easy to navigate - I'm able to create my own dashboard which is beneficial to my role. What do you dislike? UX could be improved - maybe better design/layout and color scheme - it would be nice to see more analytics and more functional reporting. Recommendations to others considering the product: If you are looking for a lite version of Salesforce for your company - this is great. What problems are you solving with the product? What benefits ...

Good CRM, not much flexibility.

What do you like best? the frontpage client journey infographic. the ability to cc pipelinedeals and get the activity recorded What do you dislike? Few things: The fact that you cannot delete people. And if you deactivated, you can't reduce number of license. Unable to customize report and get the details (most report only shows high level overview of lost deals, won deals, etc Unable to edit your created form / custom field type (i.e once it's a picklist, unable to ...

Pipeline Review

What do you like best? The CRM product that our company has chosen has be received as very Intuitive by both our marketing and our sales departments. What do you dislike? I feel that when using a took as much as we do with computers - Color and field design is an important feature. I think more could be done to make this tool easier on the eyes.. What problems are you solving with the product? What benefits have you realized? Compiling customer information in one place.

Marks review

What do you like best? Pipeline helps me keep up with my appointments and schedule my itinerary What do you dislike? I struggle using the app. The computer is easier to use. I am trying to use voice message What problems are you solving with the product? What benefits have you realized? I don’t have to try and remember everyone talked to a client about because I am entering yay info

Detailed and easy to use

What do you like best? I like being able to utilize the mobile version of Pipeline deals. It is an efficient way to keep sales calls in order What do you dislike? That my connection ( wireless provider sometimes is not strong enough and i end up duplicating an entry- or missing one entirely. Recommendations to others considering the product: Utilize the help desk- If needed. Great support! What problems are you solving with the product? What benefits have you realized? I have ...

Decent

What do you like best? adding customers and companies is easy and quick. What do you dislike? The mobile app is not very user friendly when it comes to agenda/calendar. Recommendations to others considering the product: Use it! What problems are you solving with the product? What benefits have you realized? Great benefits when it comes to keeping up with customer conversations.

PipelineDeals user for 8+years

What do you like best? The ease of use is the biggest plus for me about PipelineDeals. We have it integrated with our online lead capturing platform and it works really well. The online leads are populated instantly on the PipelineDeals and can then be assigned to the team internally easily. We are then able to keep a track of the entire sales cycle in a seamless fashion. What do you dislike? It might not the most efficient tool for keeping a track of post sales operations. We did ...