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

It works!

What do you like best? Ability to easily track customer communication What do you dislike? Managing duplicates of customer contacts is a challenge Recommendations to others considering the product: Go for it What problems are you solving with the product? What benefits have you realized? Entire team can collaborate and be able to get a company wide view

Pipeline Deals Review

What do you like best? Pipeline was extremely simple and user friendly. Frankly we did not need the more elaborate capabilities of SalesForce (nor we did we want the expense. We wanted something that would serve as a means to capture and track deals, and also serve as a contacts database. One of the things that put them over the top for us was the unlimited data storage (ability to associate files to deals. What do you dislike? Well, ultimately we moved away from PipelineDeals to ...

CRM for the WIN!

What do you like best? I love the simplicity of the layout. Features are categorized simply and it is so easy to find information you are looking for. The reporting is a great way for us to keep track of our own progress and set team and individual goals. What do you dislike? I wish there were a few more options to customize company profiles and I am not a huge fan of the "Is this a customer" window that pops up when I mark a sale as "won". I think every person/company I enter is a ...

Sta znam dobar je program i moje prvo iskustvo sa CRM-om

What do you like best? Pa ono sto CRM nudi, razmjenu informacija laku komunikaciju, e sad da izdvojim nesto posebno PipelineDeals nema sa cime da poredim, meni je super. What do you dislike? Ima tu nekih sitnica, ne mogu dobro da segmentiram proizvode kod kupaca kao i broj proizvoda. What problems are you solving with the product? What benefits have you realized? Imama informacije sta sam radio u kojoj firmi ili sta je radio ko od mojih kolega. Imamao sljedivost i analiticnost

Awesome Program! Very User Friendly!

What do you like best? Ease of use - regardless of experience level it is very user friendly. What do you dislike? Nothing. It suites our needs better than most programs. What problems are you solving with the product? What benefits have you realized? We use the Tasks in lieu of paper phone messages and emails. It is so much more efficient and hold employees accountable.

Great Alternative for Salesforce

What do you like best? The ease of use and straight forward design What do you dislike? The inability to mass cancel task for when a file is being closed out. What problems are you solving with the product? What benefits have you realized? Collection and late account management

Finance company review of Pipeline

What do you like best? Usability. I've used many CRM platforms over the years and Pipeline is the easiest to train new people on. We like that you can click on anything in blue and you are automatically redirected to the information needed. Also like the ability to clone deals and people. Many more things we like Pipeline too! What do you dislike? The auto synch with email. The emails get put into every deal associated with that customer's email. This makes a big mess of our activities ...

Director of Operations

What do you like best? I absolutely LOVE the UI/UX on the Deals/Company/People pages. It is extremely easy to use and save filters and share filters and adjust your columns. The Drag and drop is fantastic. Saves a lot of time and easy to find the data we want! What do you dislike? My biggest issue with the platform right now is that it is very hard for me to pull a true "sales by salesperson" report by Month / Qtr / Year / YTD, etc. with all the revenue numbers summed by person. What ...

Great resource for building a customer database

What do you like best? I like the way any email I send is attached to the customer file for quick reference What do you dislike? Trying to search the email portion- Outlook is much easier for that purpose What problems are you solving with the product? What benefits have you realized? We are not losing track of new leads that need to be closed benefiting us with more revenue.

Easy to use for simple pipelines

What do you like best? The support, the ability to import and export, the intuitive interface, drip email campaigns What do you dislike? Sometimes as it is web based, I would lose input in I switched tabs before saving Recommendations to others considering the product: I have no real recommendations as I am not an expert on CRM platforms. What problems are you solving with the product? What benefits have you realized? We wanted to quantify our sales pipeline, and use pipeline ...