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

My Experiences with Pipeline Deals

What do you like best? How easy it is to access contact info. I also love how easy it is to change information from the company to each contact. Other CRM's required me to get into each contact when a change occured to the company they were associated with. Pipeline makes changes to all contacts when a company change has been made. What do you dislike? How it organizes my contacts in the company. I want to click the heading and change the sort, but that's not possible right now. I ...

Does the Job, but in need of improvement

What do you like best? The tool is easy to use. It is easily adopted and imports are realtivity easy. What do you dislike? I like using PipelineDeals. But it needs some feature updates. I am the VP of Sales and the inability to easily identify potential duplicates and eliminate them makes it hard to eliminate noise. Also, the applications needs a bulk update feature for fields when one runs a search under people or companies is badly needed. You can only bulk assign or bulk add an ...

The Simplest WYSIWYG Sales CRM: Pipeline Deals

What do you like best? The ability to uniquely tag and categorize contact data makes this tool great for monitoring our sales data. They also have a great visualizer for reports. If you use their color tagging in deal stages, you can monitor cold and warm contacts. What do you dislike? The uploader for this CRM cannot tell where to add data when an email already exists in its database, it generally can't easily find existing matches and dedupe them automatically. You'll need to ...

This is a simple and easy to use tool for sales and pipeline analysis

What do you like best? If you are looking for a basic CRM with pipeline functionality, this is a good solution. I like that it is very affordable. It's not salesforce or anything like that, but do you want to spend all your time in a CRM or is your time more valuable than that? What do you dislike? There isn't much that I dislike. It doesn't have every functionality that expensive CRM's have but I still like it. For the price, it's great Recommendations to others considering the ...

Wow, this CRM/SFA really does deliver!

What do you like best? Pipeline deals is the first SFA/CRM we have subscribed to that has been actually used extensively by the sales team and the manager :- Just having centralized data, notes, contacts, events is a huge win which I am guessing is a result of their great User Interface. What do you dislike? Not much to dislike as shared above..... Recommendations to others considering the product Start with the sales manager. What business problems are you solving with the ...

This product is a good tool to keep clients and deals together in one place.

What do you like best? I like that everything is in one place. Everything is easy to find. The client list is essential to our work, and it is nice to have them all in one convenient place. I don't have to spend hours looking through folders trying to find just one client. What do you dislike? I cannot figure out how to make a new group, there has to be an easier way. I get all the way up to selecting users that I want to group together, but when I have to go to the next page, it ...

Pipeline Deals has been very user friendly.

What do you like best? I like the ability to add custom fields as we need them. What do you dislike? I don't particularly dislike anything about the software itself, just that it is not connected to our other systems and we have double and triple entry of data. Recommendations to others considering the product I highly recommend this product as I feel you get alot of value for the price compared to other products on the market. What business problems are you solving with the ...

Pipeline Deals Review

What do you like best? The integration with Outlook and the archiving of the communication saves lots of time, and keeps conversations in chronological order. The ability to link the communication with others in my workgroup (without cc's or bcc's on the original email- which can get messy comes in handy when I need feedback or want to collaborate. What do you dislike? The bulk email process worked far better when the emails were generated from Pipeline Deals server, instead of ...

Great tool

What do you like best? I really like the ease of use that Pipeline offers for our team. It offers enough customization to make our jobs easy while not being overly difficult to learn and master. I also appreciate the ability to chat with a representative in one click. What do you dislike? The fact that there are some limitations on searches and sorting makes it harder to quickly pull up some of the data and information that I would like to see. Recommendations to others considering ...

Pipeline Kicks Butt!

What do you like best? I've used several different CRM systems in my previous employment (Big Contacts and InfusionSoft to name a few and Pipeline seems to be the simplest. It is very user friendly and the support team rocks!! What do you dislike? I no longer can add just the address for a location and it pre-populates all fields for an address entry :( Recommendations to others considering the product Get it. It's a simple CRM system that anyone on your team can use; User or ...