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

PipelineDeals is a robust platform!

What do you like best? PipelineDeals allows for customization that allows you to tailor it to your organizations specific needs. What do you dislike? I wish that there could be stages set beyond the 100% Probability percentage. Recommendations to others considering the product As in all customizable software, sometimes too much ability to customize is too much. Keep it simple at first. Really think out what you think you need. Set it up, work with it a while. Then make changes as ...

Simple and uncomplicated

What do you like best? PLD is always adding features, most of which I can use. What do you dislike? I wish I could do the following: Easily copy/paste a contact's mailing address. We do send a few things by usps. Tags for companies. Currently there are tags for People only. A simple way to create custom forms, letters, agreements within PLD. If there were a screen where you could create a template for a contract, form, letter, etc. and insert fields (name , address or any ...

Quality Product with Tremendous Support Staff

What do you like best? The easy-to-use interface that can be customized to fit multiple business types. What do you dislike? The occasionally slow developer updates and improvements and lack integrations with Power BI are my strongest objections. What business problems are you solving with the product? What benefits have you realized? Organization, Tracking, Transparency, Efficiency have all improved is using this supportive and simple CRM.

I thought that they overall data entry was easy but could be improved.

What do you like best? I like how my daily rundown is available on the front page when I login. What do you dislike? When I do a search for a company and then I have to enter the info for that company because it isn't in the system I hit the save button at the end of the entry. I wish it would go to that company after hitting the save button. Currently you have to go back up to the search bar and search for the company again to enter the notes you have. Recommendations to others ...

Pipeline keeps me organized

What do you like best? Ability to customize my pipeline and the constant support,improvements and options. What do you dislike? The latest update to the mobile app. It doesnt link to my maps , emails or phone when under a contact. I will check settings . What business problems are you solving with the product? What benefits have you realized? Easy and user friendly, better tracking of deals and reminders to follow up. Higher close rate by prioritizing my opportunities by catagory.

You’re Missing Out!

What do you like best? Pipeline deals is clean, easy to use, and will literally make your work more enjoyable. I’m still trying to find ways that Pipeline Deals hasn’t benefited my business. My team stays on top of their work, and I never miss a beat while I’m on the road. What do you dislike? Nothing. I mean it. I have only had a great experience with Pipeline Deals What business problems are you solving with the product? What benefits have you realized? We simply needed a way to ...

GREAT CRM

What do you like best? Simplicity, visibility, tracking, reporting and pipeline management. What do you dislike? Not much...been using PLD since 2013 and love the simplicity and efficiency of solution. What business problems are you solving with the product? What benefits have you realized? Seeing deals, tracking deals, using probabilities to project revenue, scheduling activities and management reporting.

Awesome tool!

What do you like best? This CRM tool is amazing! It's user friendly and really helps us communicate with our team and gives us a heads up when projects are heading our way. Love it and the information we can retrieve at the press of a button. What do you dislike? I can't think of anything I do not like about this program. I'm still learning it but it is easy to use and haven't had an issue yet. What business problems are you solving with the product? What benefits have you realized? ...

Early adopter

What do you like best? Early adopter of pipelinedeals I have enjoyed watching the company respond to be organic wishes of its users to build a world-class product. By starting out from it's initial framework and extending the platform to meet the needs of its customers pipelinedeals is a great example of continuous Improvement. I highly recommend this product for anyone in sales who would like to better understand their markets and their customers. What do you dislike? Like any CRM ...

Game-Changing Technology, putting better than SalesForce CRM functionality in line with our budget

What do you like best? Simple to use--truly intuitive easy to lean. Powerful technology that keeps building in features that help our business perform with a level of profitability with better internal communication and better communication with our customers. What do you dislike? I used to dislike the mobile app's functionality, but even that'e been improved to work great. Recommendations to others considering the product This is WAY more than a sales CRM--it's literally been ...