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

Great and intuitive CRM software for a small business.

What do you like best? The ability to edit content from nearly any view (e.g. while reviewing a report is really user-friendly and handy. Also, searching for contacts and/or organizations is pretty easy and good matches are made. What do you dislike? Pretty minor, but sometimes attaching multiple contacts (across different organizations to the same deal (if it is a collective impact type deal can get confusing. Also, when I'm operating from my Outlook email, needing to remember to bcc ...

Absolutely love it!

What do you like best? I love that you can add different categories to work as a check list and in making appointments to keep the business organized and you are able to see other employees schedule to keep everyone on top of their work. I love that I can also put my personal schedule on there and employees can choose to see or to hide specific employees schedule in order to see if we are booked for that day or if we are able to fit in another appointment. What do you dislike? I ...

Pipeline rocks!

What do you like best? Ease of use, cloud based, they are always updating with relevant and great tools and the customer service is he best!!! What do you dislike? Savind reporting is a bit awkward, but probably because I haven't used it enough When. A new person is added from an email conversation, I wish there was better notification that made it easy to put them in the right company - we have to do a LOT of cleanup Recommendations to others considering the product Don't be ...

Great customer service & powerful features w/ a modern interface.

What do you like best? Modern user interface, not cluttered like most CRMs. The amount of features that you get with PipelineDeals for the investment is far superior to the other 8 CRMs that I demo'd. Email tracking, email open rates, templates and deal tracking are also strengths of the platform. What do you dislike? The tagging technology could be a little stronger. You have to load a tag in the settings before you can use it. Most tagging tech allows you to tag on the fly. I also ...

Great value for money and ease of use CRM

What do you like best? I like that it is web based which gives access anywhere anytime, the user interface is very clean and simple to use. What do you dislike? The new morning coffee report layout is terrible and the team use report needs to have to capability of showing the deals won during the week and what the dollar value of that is. Recommendations to others considering the product The system is only as good as the details and information you are putting into it! What ...

Finally a CRM that fits our business!

What do you like best? reactive support team, the product is very intuitive and easy to use. It is very scalable and works with our company strategy. Email templates and analytics are good, and being able to view lots of data from one view is ideal! What do you dislike? Email connectivity and control over email signatures. Would be nice to make emails look more professional and designed. reporting flexibility, user management and access levels could be improved. Some of the view ...

Great Experience

What do you like best? I like that we are able to turn people into deals- every morning this sends a report to the owner of the account showing them how much was entered into the "deals" section every day. What do you dislike? I dislike that since I am not the main owner of the account I am not able to change the names some of the assigned people. There are times I am not that one who is actually speaking with the person, so I am then forced to delete them out of my pipeline. ...

Don't know how we'd run our business without it

What do you like best? Keeping me organized with appointments and keeping track of payments have become 100% easier since we signed up for pipeline back in 2010. Since then, Pipelinedeals has upgraded and keeps adding things just to make things easier and more convenient. What do you dislike? The only thing that I don't like that was changed was that whenever a task is completed it shows it in the notes. I understand why that's there, but I wish it was a separate tab or if it could be ...

Customer Support and Operations Manager

What do you like best? This CRM is possible the easiest tool we have every used, there is access anytime. The business development team have taken this onboard and are using daily to interact with customers and monitor the progress of their potential deals. The morning coffee reports are great as they provide a snapshot of the previous days activities on the CRM, helps me to monitor how well the team are doing against target. What do you dislike? We really wanted to intergrate with ...

Fast, Easy and Simple to Use

What do you like best? It is simple, easy and quick to input information into pipeline deals...Not to mention the ease at getting information back out if it. With calendar option and reports it really is a simple and great and effective way to keep track of and on top of all your data. What do you dislike? There is nothing that I dislike about Pipeline Deals. Recommendations to others considering the product Its easier and less hassle for all sales people...Less aggravation when it ...