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

Very customisable, but at a price

What do you like best? easy for developers to pull data and customize What do you dislike? I want to pull reports that need to much developer time not good reporting on pipeline managment What problems are you solving with the product? What benefits have you realized? we're managing communication with clients

Love this CRM

What do you like best? Very easy to track our deals and prospects. What do you dislike? It is a little difficult to learn, but the customer service chat is always helpful. What problems are you solving with the product? What benefits have you realized? We are tracking our deals which prevents potential clients from falling through the cracks.

Perfect even for a solopremeur

What do you like best? As a solopremeur I don't have occasion to use the team sharing tools, but I'd be lost trying to run my business without PipelineDeals. From deal tracking to marketing to client service, it helps me organize almost everything I do and keeps me on track. What do you dislike? Lack of ability to attach more than 2-3 websites and email addresses to people and companies. I have a few than use more than PipelineDeals can recognize. What problems are you solving with ...

PipelineDeals – Powerful yet cost-effective.

What do you like best? I like the ability to be able to send multiple emails at once – very efficient and gets the job done. What do you dislike? Often have issues access the software using an outlook account. That issue was never resolved and it was a bit frustrating. Recommendations to others considering the product: It's very easy to use – intuitive and effective when it comes to delivering the results you need. Payment is flexible as well given that you can pay as you go. What ...

Flexible CRM for professionals

What do you like best? The amount of customization. You can use the basic setup for CRM or you can use the data-driven pipeline with full automation and integration with the tools that you're using (has Zapier and other. What do you dislike? Bugs. All software has it, it's unavoidable. And support agents. They are clueless (not all, of course!. Had to explain myslef too many times about an issue that was already known. Recommendations to others considering the product: Read the ...

It does what I need it to do

What do you like best? I like how I'm able to keep things organized within Pipelinedeals and when it lets me know that deals are slipping away. What do you dislike? Home Page, no e-mail campaigns, slow to laod. The integrations are tedious and it feels very clunky. Honestly, it does what I need it to do for the price we're paying. As they say, "You get what you pay for!" So I'm not blown away but I'm also not dissapointed. What problems are you solving with the product? What benefits ...

Customer Support and Operations Manager

What do you like best? This CRM is possible the easiest tool we have every used, there is access anytime. The business development team have taken this onboard and are using daily to interact with customers and monitor the progress of their potential deals. The morning coffee reports are great as they provide a snapshot of the previous days activities on the CRM, helps me to monitor how well the team are doing against target. What do you dislike? We really wanted to intergrate with ...

Great for Tracking Sales and activity

What do you like best? That i can create reports based on lost sales or missed opportunities. I can track my sales for the year and I can see what i have done weekly. I also like the app that i can use on my iPhone to tag customers and activities as I am on the go. Being in sales i am constantly on the go the app makes my life easier. I don't have to wait to get back to my computer to enter my days details. I can even create new companies and add people to that company. We have been able ...

Very easy to navigate and the most beneficial piece of software that i have ever used

What do you like best? The ability to separate into different divisions and sort later. What do you dislike? The inability to remove fields that I do not use Recommendations to others considering the product: Make good notes for yourself. Schedule tasks for yourself. What problems are you solving with the product? What benefits have you realized? keeping up with prospects. being able to recall all of the information on customers based on the notes that I have input.

Well rounded App

What do you like best? Easy to find customers and easy navigation thru the APP What do you dislike? There is nothing that I do not like in the APP What problems are you solving with the product? What benefits have you realized? Updating and closing out deals and keeping all personnel up to date on deals