--- title: "Pipeline CRM Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Pipeline CRM. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Pipeline CRM is a good fit for you!" source_url: "https://www.softwareadvice.com/crm/pipelinedeal-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / [Pipeline CRM](https://www.softwareadvice.com/crm/pipelinedeal-profile/) / Pipeline CRM Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/crm/pipelinedeal-profile/) Reviews [Alternatives](https://www.softwareadvice.com/crm/pipelinedeal-profile/alternatives/) # Pipeline CRM User Reviews ## Reviews summary - Overall rating: 4.3/5 - Total reviews: 621 ### Secondary ratings - Ease of use: 4.3/5 - Customer support: 4.4/5 - Value for money: 4.4/5 - Functionality: 4.0/5 ### Rating distribution - 5 stars: 309 reviews (50%) - 4 stars: 247 reviews (40%) - 3 stars: 51 reviews (8%) - 2 stars: 8 reviews (1%) - 1 star: 6 reviews (1%) ### Most mentioned pros - I like that you can set up your pipelines to track literally every facet of your business! - I liked the way it was pretty easy to find who I was looking for in the data base. - Task management for repetitive work and import/export functionality is good. ### Most mentioned cons - There was a short conference call with people from England and it was determined (in only a few minutes that they could not help me). - They failed to listen to my needs until after they had consumed $1000 in expert consultant fees with zero results. - This is a tool built by sales people and does not hold up when compared to how a truly sales-marketing integrative CRM/automation tool should operate. ## Pipeline CRM customer reviews Showing reviews 1-25 of 621 (page 1). ### Huge database keeps us organized - Overall rating: 5/5 - Reviewer: LINDA H. - Verified reviewer: Yes - Industry: Real Estate - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Every client is in the database. We can tell if they have signed an NDA, where they are, all their contact info, who the client belongs to and more. You can also add Deals and add people to the deal #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros All contacts are in one place. If a client calls, we can all tell if that client 'belongs' to another Agent. #### Cons It is a big database so sometimes it is slow to load. Also there are so many features that I am still learning hew to utilize them all --- ### Very intuitive and easy to use - Overall rating: 5/5 - Reviewer: Pedro L. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2024 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros It's indeed a simple platform, very suitable even for non-tech people #### Cons It could have more possibilities to integrate with other solutions #### Vendor response Hi Pedro! Thank you so much for taking the time to review our product and submit some feedback about integrations. This is feedback many wonderful customers have surfaced, and we continue to expand our integrations library and capabilities. Thank you for being a Pipeline CRM customer! Replied March 2024 --- ### CRM Review - Overall rating: 5/5 - Reviewer: Monte E. - Industry: Construction - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This review was submitted organically. No incentive was offered Overall it's been pretty good. They are responsive when you call and are willing to help you through any issues. They don't always have the answer to the problem....but they do all they can to figure it out when possible. There are probably more thorough CRM's out there......but bang for the buck, I have to think pipeline deals is one of the best "values" out there. Most of the CRM's we looked at had a lot of cool features that nobody would ever use. We didn't want to pay for things our reps weren't going to use. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros It's a great customer data base software. Very easy to use and user friendly. If you know Excel at all....it will be easy to pick up on this. #### Cons Lacks for producing many sales graphs or tracking demos to specific customers. You have to somewhat trick the system for you to know who you demoed to and when. --- ### Best fit for our Small Business - Overall rating: 5/5 - Reviewer: Andrew W. - Verified reviewer: Yes - Industry: Investment Management - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, I like PipelineDeals. It's a good combination of utility, value, and good customer service. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros After trialing 5 different CRM providers, we found some to be complicated. Others required too much manual entry. For me, PipelineDeals met our requirements because it is straightforward to use. In our experience, PipelineDeals' customer service appeared superior with response time and support. Many CRM companies require you to use their knowledge base and do-it-yourself, but Pipeline Deals offers live chat, email and live support (no automated attendant, you call and a live rep answers!) For our small business, great support and quick answers to our questions encourage us to use Pipeline Deals consistently and use it better. #### Cons Wish there were more integrations that made it easier to connect to other programs. I also think the mobile app could be better. --- ### Pipeline Deals Fan - Overall rating: 5/5 - Reviewer: David O. - Verified reviewer: Yes - Industry: E-Learning - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I manage a global sales network. I use PLDs to manage their sales process across many time zones and geographic locations. This tool has helped greatly to understand what is happening and where. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I have been using PLDs since 2010. It took me about two days to set up a custom sales tool that meets our specific needs to manage the sales pipeline, and I am not particularly technical. Sales Force told me that I would need a consultant and about 2 weeks to get this done. Over the past 8 years PLDs has implemented many refinements and improvements and new features. Underlying all of this is the excellent support provided in the form of the knowledge base, video tutorials that are byte sized, and support agents who are knowledgable and personable. I can buy software from anywhere. My choices are based on what happens when I have a problem. Pipeline Deals excels at providing great support! #### Cons This is not really a PLDs-created issue, however I use LinkedIn to generate leads by importing a contacts picture, email address, phone number etc. Around 2014, LinkedIn has changed their code and PLDs was unable to support this feature. I really miss that feature. --- ### Modest tool that offers great support - Overall rating: 4/5 - Reviewer: Irene C. - Verified reviewer: Yes - Industry: Food & Beverages - Company size: 11-50 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We could personalise Pipelinedeals enough to suit our needs as a company, specially in terms of sales information management, we did not acquire the CRM tool yet . We are able to manage our deals and leads in a centralised way. I strongly recommend this tool, it is modest but effective. I strongly believe the team behind it is passionate about their jobs. They are releasing new functionalities every while and customer service is excellent. I think it is the perfect fit for small/medium companies. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros -Great support service, friendly, fast & effective -Easy to learn, it has a lot of potential to personalise it depending on the company needs -Great value for the price, specially if we compare it with other software, much more expensive and in which the learning time it is a bit longer #### Cons -Constraint in terms of reporting, they have developed an API for excel to export personalised reports, however I believe more functionalities around reporting should be developed -Tutorials and webinars are mainly focus for beginners, it would be nice if you develop some more customer support for those who have been using the tool for a while, I believe the tool is a bit lack of this kind of material --- ### Functional and Nible - Overall rating: 4/5 - Reviewer: Laura L. - Verified reviewer: Yes - Industry: Government Administration - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We're better able to keep track of our contacts throughout the City across multiple team members as well as track long term projects and assign various tasks to team members. We're also able to report out our progress which is helpful in making sure we're on target to meet our goals. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros This software is easy to use and customizable. It doesn't cost as much as some of their competitors, but does a ton to track deals and projects. I also very much appreciate the ability of their programmers to incorporate a suggestion fairly quickly and they are always looking for ways to improve the software. #### Cons It can be a real pain to input all the information from business cards we receive. It would be super helpful to have an integration that allowed your phone to take a photo and scan in the information to upload to Pipeline Deals. --- ### A great, simple CRM - Overall rating: 4/5 - Reviewer: Jonathan C. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Having used some of Pipeline Deals competitors, including one of the biggest names in the CRM field, I find Pipeline deals to be a perfectly suitable CRM option with great user support. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Pipeline Deals has a clean interface. It's easy to use, and from the perspective of a manager, it's the sort of thing that somebody who isn't too technical (or organized) can still use efficiently. At the same time, for people who are excited about CRM functionality and drilling into client data (like me) there are some powerful tools to really target exactly the set of clients you want. I also like the fact that when you call user support, a real human being answers the phone who is able to resolve your issues for you on the spot. #### Cons The only real issue I have with Pipeline Deals is I'd like a way to set priority on tasks either by colour code, or being able to drag and drop their order top to bottom on the calendar and agenda. --- ### Easy to use CRM - Overall rating: 5/5 - Reviewer: Mustafa S. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level. Its very easily adaptive and the interface itself is very clean. Offers great reporting features as well. We are also using Pipeline Deals as our daily task management system and it let us very easily manage our followups and daily to'dos #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros We use Pipeline Deals to manage our leads and sales pipeline. What we like most about this CRM is the ease of use and an ability to create custom fields on Customer, Companies and Deals level. #### Cons Nothing as such. As for now, we are very much satisfied with PLD and it covers most of all our requirements. --- ### Excellent Value! - Overall rating: 4/5 - Reviewer: Renee C. - Verified reviewer: Yes - Industry: Computer Software - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall our daily use of Pipeline is second nature. Since the product is not overly complex it is easy to teach to new employees and easy to use on a day-to-day basis. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros PipelineDeals is very easy to use. I like how the deal, company and people as well as all communication to with the people is rolled into one easy to read page. Adding new fields is also very easy to do - as well as adding new lines to the fields. #### Cons What I like about PipelineDeals is that it isn't as complex as other CRM systems. With that said - there are some workarounds - like adding communications with people via bcc on email - that are very cumbersome and not intuitive. --- ### User-friendly - Overall rating: 5/5 - Reviewer: Mason I. - Verified reviewer: Yes - Industry: Automotive - Company size: 2-10 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Have used some Different CRM’s before. But I seem to like pipeline the way it set up in the way that you can customize it #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros The functionalities on pipeline very customizable you can use this for track and sales you can also use this afternoon customer converts #### Cons You have to have accurate data if not you have to build it out and then it’s time consuming #### Reasons for choosing Pipeline CRM Price #### Reasons for switching to Pipeline CRM Looking for something different --- ### Solid little CRM but with few native integration options - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I use it every day, and it gets the job done. I know the job could get done in a much better way if we migrated to something more powerful, but the thought of upending our entire sales process to new software seems like too much effort for the reward - for now at least. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 3/5 #### Pros Pipeline Deals is very straightforward and easy to use. The interface is able to be customized which is nice, and the ability to import and export data us useful for reporting. #### Cons The core functionality of a CRM is pretty basic, it's just a database with a lot of custom variables (fields) associated to each entry. What makes a CRM powerful (or not) in my opinion is the ability for the software to integrate with other software in your business stack. This is the Achilles heel for Pipeline Deals, as the options for integrations are extremely limited. #### Vendor response Hi There, thank you for your review. We would love to speak with you about it to learn more. Please feel free to call us at 866-702-7303 or email customercare@pipelinedeals.com. Replied February 2020 --- ### Have used the product for 7 years and I think it's the best CRM out there by far - Overall rating: 2/5 - Reviewer: Howard F. - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: November 2017 - Review source details: This review was submitted organically. No incentive was offered AGreat Many.... Let me count the ways... An outbound emails the tracking is in real time so they click on an embedded hyperlink be at a YouTube video a PDF whichever you know in real time. There's built-in redundancy and overlap here which is actually quite useful. As splash screen is generated in real time when that activity takes place. In addition there's a icon with a chronological indication of who clicked on what and thirdly you can go into the deal profile and see everything that they put down whenever you choose. The integration with Google for work is tight and very well done. There's an icon that goes into Chrome that allows you to click on it and when someone has connected with you on LinkedIn it auto-populates your pipelinedeals with their contact information saving you a lot of copy and paste activity from LinkedIn. When are various team members have to look at or touch her file we know who has done what when in a way that's very intuitive. The software learning curve is trivial for new people coming on board. The tech support is American based and primarily young ladies with nice voices. If you have a problem they actually give no attention at solving your problem. I can go on and on but the best sale is using the product for free for 2 weeks on a trial version. I have used the software for 7 years and it's my favorite software it's made me a lot of money. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Amazing email and Link tracking on outbound emails. Best support in the industry. They understand the sales process adult the software package around that. #### Cons The Android cell version is not as robust as I would like but frankly I never use it anyways since the cell phone has two little real estate to be a value --- ### Using Pipeline - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Internet - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Primarily keeping track of leads, where they are in the process, and occasional mail campaigns #### Ratings breakdown - Ease of use: 4/5 - Value for money: 3/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Pipeline is a relatively easy to use platform for CRM, sending out email campaigns etc. Most of us want simplicity when using these and pipeline does provide that. Has just the features and needs that one looks for without being overly complicated. #### Cons I like it but I think colleagues that maybe like features, more tech etc think it is too basic or that one would need another platform to do campaigns like a mailchimp/constant contact. Maybe the platform could be clearer about how that works and whether a company needs to use another mail feature when they can do it all on Pipeline. Im not sure about that. --- ### Frustrating - Overall rating: 2/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Mechanical or Industrial Engineering - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Seems it has potential to be a useful tool, however in spite of working with my IT team and PD support countless times - including screen shares, removing & reloading the program, replacing my computer, and much more....in 2.5 years it has never worked as intended. Super frustrating!!! #### Ratings breakdown - Ease of use: 1/5 - Customer support: 2/5 - Functionality: 1/5 #### Pros There are many aspects that should be excellent, including an intuitive navigation and some really smart features. #### Cons The email sync does not work as intended, and therefore complicates many of the subsequent processes. Additionally there are some automated follow up rules - whether initiated by the system or by a former fellow teammate/user I'm unclear...but - they screw up task lists and are buried and very difficult to uncover. --- ### Great price, desktop version is excellent, app needs some work - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Printing - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It's been very positive. I started using Pipeline Deals individually, then my company went to it as a whole when seeing the benefits. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros It's clearly made by those who know what is needed in a sales process, especially larger deals with multiple contacts. The reports are excellent as is the amount you can customize the information you need to see. #### Cons I don't like the mobile app at all, in fact, it's virtually worthless. Granted, I may need to check the latest updates and see what improvements have been made. I have a lot of time at my PC and the main thing coming to my phone are appointment reminders. --- ### Overall PipelineDeals Review - Overall rating: 4/5 - Reviewer: Jason P. - Industry: Design - Company size: 51-200 employees - Product usage: Used daily for less than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We use PipelineDeals to manage incoming new business leads / potential clients. We typically get new requests and then input the information all at once into each category (which is cumbersome—i would love to be able to open person/company/deal as one step, as i have lots to copy/paste into the forms—it would help to have all that possible at once as I get the information piecemeal from emails, linkedin, etc.) #### Ratings breakdown - Ease of use: 2/5 - Functionality: 3/5 #### Pros I do like the way I can split out my incoming client roster by deal, person, or company. I appreciate that I'm able to create upcoming tasks based on any of those categories. #### Cons I find the way deal/person/company is split out into tabs (and otherwise into a table view) to be cumbersome. I think some deep, clever, interesting, strategic user experience based on how real people would like to use this kind of tool would be key for bringing PipelineDeals to the next level. I also do like that i can bring in LinkedIn bios into PipelineDeals with a Chrome extension, but I do wish two things: 1) i could do that for companies as well as individual people, and 2) i could be offered a way to edit the info quickly before i submit it into PipelineDeals. Example: i use Evernote, and the plugin allows me to choose a page to grab, but before it's done it allows me to change the name of the note, add tags, etc. --- ### Early adaptor & satisfied user - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Facilities Services - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. I have used Pipelinedeals.com for over 10 years at two different companies. Their customer service and innovation have been consistent throughout my relationship with them. They continue to set the bar high for themselves with continued improvements and well thought out strategy. I would highly recommend them to anyone looking for a CRM for their team. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use, flexibility, customer service, integration has been great and is always improving. #### Cons I haven't found a problem that the team at Pipelinedeals.com couldn't solve --- ### Easy to Use and Completely Customizable - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Legal Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use, email campaigns feature, unlimited custom fields, tasks/events easy to manage and schedule to followup with leads. #### Cons Intermittent sporadic downtime, doesn't have the ability to use multiple filters to tailor deals, tasks, and leads specifically for a certain report necessary to our business, sometimes creates duplicate leads stemming from the same phone number that already has an existing lead created. --- ### Intuitive CRM Software made training sales reps very easy. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Product usage: Used daily for less than 2 years - Reviewed: November 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We were able to track our contract sales reps progress towards goals, send intentional email campaigns and house all of our prospect information in one place. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros The software is easy to use and navigate. Able to customize to make the program work for you. Email campaign functionality is very useful. Workflow automations help the sales process run itself. The company is still learning and are adding new functionality on a frequent basis. #### Cons Difficult to get the filtering to do everything you want. Formatting the email campaigns can be a challenge; all images need to be hosted on another server. --- ### More Bang for the Buck! - Overall rating: 4/5 - Reviewer: Cash M. - Industry: Machinery - Company size: 51-200 employees - Product usage: Used daily for less than 12 months - Reviewed: October 2016 - Review source details: This review was submitted organically. No incentive was offered Having used SalesForce.com in prior sales/marketing roles, it is hard to deny SF's dominance and superiority in the CRM space. However, it is equally hard to deny that SF is the highest priced solution available, especially when you factor in the investment of time and consultation fees required to tailor SF for your specific needs and preferences. Given this we began a diligent search through the CRM jungle to determine if there was a CRM solution that offered most of the same capabilities as SF "out of the box", for less money. Our matrix of candidates winnowed down very quickly to Pipeline Deals. PLD provided all of the SF type capabilities that we needed, such as email tracking, mass email tracking, account & deal history management, remote access via iPhone App, Deal stage tracking, customization, and excellent customer service. So, all of the attributes and capabilities that we admired about SF were present in PLD, but for much less money, and with a much easier set-up process, and with a much better and more accessible customer service team. PLD has been an exceptionally good CRM for our needs and expectations at a more competitive price point. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use and capabilities. Customer service. iPhone App. Email Tracking. Email interface. #### Cons Calendar doesn't sync with my Outlook or iCal calendars. There is no 'Click to Dial' VOIP option. Historical view under a contact or deal is a little cumbersome and wonky. Does not have SF's capability in customizing the historical view, Person view, company view. --- ### My sales people like the application almost all the time - Overall rating: 4/5 - Reviewer: Steven D. - Verified reviewer: Yes - Industry: Mechanical or Industrial Engineering - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. When the application is working it is very nice. tracking in bound and outbound is easy. the reports and Deals are very clean and east to read. However at times outlook drops the add-in connection and we have to reinstall and re link the program. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros The install and link to outlook is and easy process #### Cons At times it loses the link to the outlook email account and people have to manually reset the Add-in and tell the software to re connect. --- ### Good tool for sales' visibility to everyone - Overall rating: 5/5 - Reviewer: Fabiana H. - Verified reviewer: Yes - Industry: Outsourcing/ Offshoring - Company size: 201-500 employees - Product usage: Used daily for less than 12 months - Reviewed: February 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. As part of the onboarding team, it really helped to have this tool to check the interaction with the sales team and what stage of the deal they're at. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros I love that everyone can create their own dashboards according to the variables or columns that are relevant to their work. These charts are visible to one or more users and it's helpful to keep track of task completion. I love that they include email automations to set up reminders for specific users within PipeLineDeals. #### Cons If not used properly, it can become cluttered with unnecessary information and profiles that are useless. The key is to set up profiles and leads correctly to avoid this. #### Reasons for choosing Pipeline CRM For the visibility it provides from a Sales' perspective --- ### Excellent software to keep a customer database and sales leads - Overall rating: 5/5 - Reviewer: Mian M. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used other for less than 2 years - Reviewed: October 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Excellent product for starting business who need to keep their sales in order. Can also be used as a CRM software to keep track of the products sold. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 1. Since we have connected this with our telephone system as well as intercom chat system, this allows us to keep everything in one place for sales 2. It can also be used for customer service database to keep track of all the products purchased by the customers 3. Unlimited fields can be added 4. Support is very easy to reach #### Cons There are cases where we need to export the data and the team told us it was not possible so we really had to push them to get that done. Searching for a deal was a bit of a hassle in case we did not have the full information so it would not search through keywords #### Vendor response Thank you for your feedback, we appreciate it! To search for keywords of Deal Names, we recommend pressing the down arrow for the Deal Name column and using a % before the information you are searching. Let us know if you have any questions! Replied October 2019 --- ### I Love PLD - Overall rating: 5/5 - Reviewer: Myra D. - Verified reviewer: Yes - Industry: Financial Services - Company size: 201-500 employees - Product usage: Used daily for more than 2 years - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, for what I need it to do - contact leads and set appointments, it's wonderful #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros I like all of it. I couldn't keep up with my many leads if I didn't have this software. It's extremely user friendly. #### Cons Sometimes the reporting is a bit cumbersome. Data can be manipulated, but it's sometimes time consuming, so I don't mess with it too much. ## More reviews [Next reviews](https://www.softwareadvice.com/crm/pipelinedeal-profile/reviews/?page=2) --- Pipeline CRM Reviews, Pros and Cons - 2026 Software Advice