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

Great CRM, but a few things to improve on...

What do you like best? It is a great way to keep track of job amounts and customer info across our company, helping to keep everyone on the same page. We send alerts to each other often to call customers, approve bills that have been uploaded in the deal, and look at job pictures. What do you dislike? It is hard to search by address. There is a search bar, but it can't be used to look up an address. The mobile app could also be a little more user friendly. Recommendations to others ...

Easy to use

What do you like best? Activity report- I love how Pipeline Deals can track your all of your sales team activities including your own, while working within the CRM. The activity report is most use full, especially with being able to export onto an excel sheet. What do you dislike? The least helpful thing about Pipeline deals is the fact that the email will only track your emails if you are sending to one recipient only, not if there is others cc'd in your email. Or that you have to ...

Been using Pipeline for 4 years now.

What do you like best? Pipeline is a user friendly CRM tool that combines ease of customization with all the features that one uses normally on a dat to day basis. I also like the response time for live assistance What do you dislike? Cant say I don't dislike much having used other CRM systems. I guess one thing I would say is that for me, and probably most CRM users we want simplicity...because if it is too complicated it will not be used. For those that are more analytical and like a ...

Above average, but lacking functionality

What do you like best? The user interface is rather simple and customizable. What do you dislike? The functionality around reporting, custom reporting, and data exporting is substandard for the industry. What problems are you solving with the product? What benefits have you realized? We are tracking multiple real estate deals across a number of states, and have recently started using a second pipeline for other business functions. Having everyone able to work together without ...

Notifications FTW

What do you like best? Switched from Pipedrive because PLD supported better communications across our team. What do you dislike? I wish it had a better visual interface - a card-like approach for each phase would be great. What problems are you solving with the product? What benefits have you realized? My team is more aware of our biz dev efforts.

Pipeline is a great starter CRM for new companies

What do you like best? Ease of use is the best in the first 2 years. What do you dislike? When you want the history of an account you need to hit the dreaded SHOW MORE button. We here and the company before that I brought PIPELINE to with 30 users wish that it was a content scroll. This is a serious time waster as a company grows (IE labor costs go up What problems are you solving with the product? What benefits have you realized? Great organization of data with limited knowledge ...

Helpful in cases

What do you like best? Pipeline deals have great CRM for managing relationships, especially over time. The strengths are many, especially when working with teams across multiple offices - for staying up to date and in the loop all the time. What do you dislike? The navigation is simple and feels a little lacking. I would enjoy the ability to program reminders to follow on leads, as I've seen with other CRMs. Recommendations to others considering the product: Have a big team. ...

PLD Checklist

What do you like best? Easy to create a Dashboard, Include Checklist, Provides trigger when deals are all set What do you dislike? Difficult to setup condition for automation for Email notification and Trigger, Difficult to navigate the Dashboard with a few misclicks, UI could be better Recommendations to others considering the product: E-Mail Notification What problems are you solving with the product? What benefits have you realized? Current project requires multiple ...

Fairly Sturdy, Well Priced Platform

What do you like best? PipelineDeals is a reasonably priced, fairly sturdy CRM platform. What do you dislike? PipelineDeals does not handle duplicate record searches at all well. It is incredibly tedious to try to weed them out and there is no automated process in place to assist. What problems are you solving with the product? What benefits have you realized? Pipeline allows my team members to keep track of client activities so anyone can step in and see what has occurred at any ...

good product, but needs better integration

What do you like best? flexible ... can add own code and modify. mobile app is simple and easy to use. What do you dislike? needs better integration with other products Outlook, NetSuite, MailChimp etc Recommendations to others considering the product: good for smaller companies... that don't need CRM that integrates with ERP What problems are you solving with the product? What benefits have you realized? prioritizing high value clients and leads