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

My feed back:

What do you like best? I use this for work and it makes work easier. What do you dislike? Nothing really any thing that helps me do my job is great, Recommendations to others considering the product: None What problems are you solving with the product? What benefits have you realized? Keeping my calendar in order.

Fantastic experience, all-in-one solution for sales

What do you like best? The best part of PLD is having all the information in one place. We integrate call, meeting, and email data into a single stream so we always know the status of the relationship with each of our customers. What do you dislike? There's nothing I really dislike, but PLD could use even more flexibility for filling in forms and fields. What problems are you solving with the product? What benefits have you realized? Excess information. By having everything ...

Effective Simple CRM

What do you like best? The system is intuitive with the needed basic features. Easy to get started and understand. We have all our customer interaction on Pipeline Deals What do you dislike? There is not a good search through history comments. For example, if I put the word "Bulgaria" in a comment but forgot who I did this for, I cannot easily search for "Bulgaria" in unstructured text. Recommendations to others considering the product: This is a good basic system that satisfies ...

Easy and flexible

What do you like best? As a manufacturer, we use Pipelindeals not only to manage customers relationship but also all the development process inside our company. For a customer request, to design, estimation and approval, everything is managed through Pipelinedeals. It's easy to configure and use. What do you dislike? I wish it would be easier to manage documents attached to deals. What problems are you solving with the product? What benefits have you realized? Deals follow up and ...

Awesome reporting. Easy to implement. Great customer service.

What do you like best? The scalability. You can use it as is and you can customize it to your heart's content. You also get to speak to someone who is extremely knowledgeable each time you call for support. What do you dislike? I'd like more conversion percentage reporting. What problems are you solving with the product? What benefits have you realized? Knowing the sources in which we are getting the most business (and the sources we should be focusing on. Seasonability ...

Very Helpful Tool

What do you like best? I enjoy the visual ease of seeing my deals and being able to customize the fields so it is specific to my sales. I also enjoy the ease of looking at my goals and knowing where I stand on a monthly and annual basis. What do you dislike? Sometimes I wish that we can edit notes through the quick edit screen instead of having to open the deal in its entirety. Recommendations to others considering the product: Love it! What problems are you solving with the ...

Great Product, Easy to Use

What do you like best? I like the ease at which I am able to use this. Everything is at my fingertips and I can input so much about certain jobs, customers, etc. You can do multiple things with this, job tracking, customer tracking. The customer side is great, being able to have all there contact info, interests and labeling a hot or cold lead is an invaluable resource. What do you dislike? I don't like that the program allows multiple jobs with the same name without prompting you that ...

Great CRM Software

What do you like best? I love the pre-defined tasks and follow-ups, this feature alone saves me HOURS each week. What do you dislike? There is Nothing that I dislike about this product. The speed is great and gets me everything I need. What problems are you solving with the product? What benefits have you realized? The one-click pre-defined tasks quickly allow to me schedule followup calls\meetings, never forgetting about a prospect.

Great product with bespoke options at a great price

What do you like best? Pipeline Deals is great for companies looking to introduce a CRM tool for the first time or if they have a specific and repeatable deal flow. What do you dislike? The user interface can seem clunky at times and, while the company has continued to improve functions/features consistently, I think it will be a while before they are able to compete at level of Sales Force or Copper. Recommendations to others considering the product: Highly recommend this product ...

Made my sales easy, as I have reminders and agenda emailed to me daily

What do you like best? Well structured program that is easy to use What do you dislike? need to pay extra for additional services What problems are you solving with the product? What benefits have you realized? Making sure the sales team don't work on the same clint