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

Falling behind?

What do you like best? Relatively easy to use, ok customization, reasonably priced What do you dislike? The feature set was competitive when we signed up 3 years ago, but they seem to be falling behind. Best I can tell, they don't have pre-configured email templates to choose from, contact and company insights built-in (like Rapportive, the ability to send short videos through the platform (instead of just email, the ability to configure emails for interval sending (to maximum ...

Just cancelled and moved to another CRM

What do you like best? For sales beginners Pipeline is easy to set up for the novice. What do you dislike? Pipeline is consistently having connection issues with AWS. The mobile application is just broke, you can't access portions of your data from the mobile app. Tech support is non existent. Features like birthday tracking don't exist and custom features like adding additional modules aren't possible Recommendations to others considering the product: Shop around, there are better ...

New Business Reps Trust Tool

What do you like best? I use this platform because it allows me to more effective and efficient. I visit a lot of companies when I prospect and I have a lot of conversations that give vital details that need to be remembered. This helps me capture all the information, and then easily look it up later to see what was discussed, with whom, and when it was. Also, the ability to GPS the address directly from the app and direct dial from the saved phone number makes it very efficient. What ...

Keeping up with pending deals!

What do you like best? Pipeline Deals is easy to work with and easy to keep up with my ever changing business. What do you dislike? The mobile version is a little clumsy, but getting better with every update. Recommendations to others considering the product: Give it a try What problems are you solving with the product? What benefits have you realized? We keep up with our contacts at customer level, use the system to make them aware of our changes and additions, and have ...

Pipeline is an excellent CRM that is up to date and great!

What do you like best? I like the customer management aspect and the way it pushes you to sell more What do you dislike? It doesn't interface with my gmail and the mobile app does not work too well Recommendations to others considering the product: Its easy to use What problems are you solving with the product? What benefits have you realized? it helps me track my numbers on a daily, weekly and monthly basis. I realized I can track my progress closer with notifications to my ...

Great tool for sales people

What do you like best? Being able to enter notes from my sales calls and tag my colleagues with follow up items What do you dislike? The app is less user friendly and slightly more difficult to navigate What problems are you solving with the product? What benefits have you realized? Pipeline allows my team the ability to know what’s happening with all of my customers with out needing me to get the information for them and it keeps all of us in the loop when special deals are made

Great CRM for every department!

What do you like best? I like that it is simple to use. If you can use facebook, you can use Pipeline. What do you dislike? The app could use some work. They have just launched a new and improved app, which is better than the old one, but still not as user-friendly as I would have hoped. Recommendations to others considering the product: Watch the videos they have. The sales courses are great. Plus, its nice to learn about the features of the system. What problems are you solving ...

A very user friendly CRM

What do you like best? The ability to keep all my contacts in one place where i can easily access them all. Address, email, conact name, phone number, its all right there What do you dislike? Sometimes updating all the different aspect of a company and its people in it can be very very time consuming. There is no one click select all from what I can tell. What problems are you solving with the product? What benefits have you realized? The ability to track deals that everyone is ...

Pipeline Deals

What do you like best? Hands down ... ease of use. I was able to be up and running within minutes, and within a day or two, I was about 90% proficient in using it. It allowed me to enter and modify my teams deals/forecast without having to read anything, and even reports are easy to create, modify and execute instantaneously. What do you dislike? I have no complaints but you will need to talk to my accounting dept regarding price. For something this good, pricing might be an issue. ...

Easy to use and great for small and mid sized business

What do you like best? The initial set up of Pipeline literally takes less than 15 minutes. You can set up virtually unlimited user fields with a few clicks. What do you dislike? My only negative was the Outlook integration had some sync issues. With 365 it seems to be resolved. Recommendations to others considering the product: Pipeline is a great product but it is still developing. Sales and Activity Reports can be a littel frustrating since they do not provide provide information ...