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

Solid CRM with great customizable features and room to scale.

What do you like best? PipelineDeals is an excellent CRM with the pricing and scalability that perfectly fits my organization. PipelineDeals' strongest feature is the ability to quickly improve and iterate upon the platform, with regular functionality added that expands the tool's ability to serve a variety of needs. What do you dislike? The search function on PipelineDeals is not ideal, often requiring exact matches to yield true results. Sometimes results in duplicate ...

very organized and transparent.

What do you like best? The ability to store all of my documents What do you dislike? The wait time to load an email after it is forwarded to Pipeline. What business problems are you solving with the product? What benefits have you realized? All of the information for each deal is always available.

Most userfriendly CRM, high adoption rate

What do you like best? Easy to set up. Contains a lot of functionalities, but still easy to use. Therefore quick adoption. Pipelinedeals also continiously improves the tool, adding functionalities, great. What do you dislike? Better abilities to support specific process flows. Recommendations to others considering the product We are very happy, tools delivers all we needed to manage our contacts and pipeline. What business problems are you solving with the product? What benefits ...

Pipeline Deals mostly good could use more to help with organization

What do you like best? the layout is great ... easy to use ... linking files to the record is all great What do you dislike? I really wish that the calendar had the ability to assign a color code to tasks and events to help organize the day a bit better. I would use a color code feature to assign a priority to tasks and events based upon color Recommendations to others considering the product n/a What business problems are you solving with the product? What benefits have you ...

Simplistic & Organized

What do you like best? From having experience with two other CRMS (Microsoft Dynamics & Salesforce I believe Pipeline deals offers a more simplistic approach to keeping information organized and still offering all the benefits of a CRM. Pipeline has also provided me great support in times I have been stuck with using a feature I am not familiar with. What do you dislike? I use to dislike the mobile app but they have recently made improvements. What business problems are you solving ...

Easily access all sales prospects to manage people and information.

What do you like best? Immediate access to look at past notes and check contacts. What do you dislike? Recent change to app doesn't show the title of contacts. What business problems are you solving with the product? What benefits have you realized? Able to easily manage all prospects to see contacts and notes from all past meetings.

Great experience in comparison to Salesforce.com

What do you like best? I am able to annotate notes, conversations and follow-up dates that trigger next actions. Our team is now using the deals tab as our outlook tool. This save a lot of time over the old way of exporting deals into Excel then massaging the information. Easy to use, great organizer and time saver! What do you dislike? I am using 1.0 at this time - not comfortable with 2.0. 2.0 is too busy and I am having problems finding the tools I use the most. Recommendations to ...

Organized, quick references, easy to navigate

What do you like best? The events and the option to push something out a day or 7. The agenda options to create your own lists are also a great feature What do you dislike? That you can't personalize your main page even more What business problems are you solving with the product? What benefits have you realized? Not forgetting a step in the sales process and project organization process and procedures

A CRM for every salesman on the road!

What do you like best? Ease of use, versatility, great support What do you dislike? It was the app, NOT any more!!! Limit of 25 custom fields for my level but I can live with it... Recommendations to others considering the product Start NOW! No need to enter all customers before starting to use it. Make first call, enter first lead, close first appointment, enter first deal. It will grow on you! What business problems are you solving with the product? What benefits have you ...

The software is excellent and very user friendly.

What do you like best? The ability to enter detailed information on each new person added to the files. Can enter multiple contact numbers and addresses. What do you dislike? I do not use the agenda at all. I use the activities area extensively. There are no other dislikes. Recommendations to others considering the product Great sales support What business problems are you solving with the product? What benefits have you realized? It makes contacting customers easier.