--- 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. - Pipeline CRM can get a little expensive for starters like myself. ## 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 --- ### Newer User - Overall rating: 3/5 - Reviewer: Diane D. - Industry: Insurance - Company size: 1001-5000 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. Overall, it's not a bad system and very helpful for following up on sales activities--essential to the job. It's a very good, basic system. I had previously been trained on salesforce from prior employment, so am accustomed to more efficiency. I loved their charts and graphs, as well as the funnel for production and donut showing levels of call activity. (I like more visuals) Perhaps you have more capability than I am aware of, as I'm not sure I am as well trained as I need to be. I wish there was a tutorial that walked a new user through how to use ALL the features in stages; beginner, intermediate and experienced so that I know I am taking advantage of all that this system has to offer. #### Ratings breakdown - Ease of use: 3/5 - Functionality: 3/5 #### Pros I do like that it allows me to set tasks and follow updates, as well as appointments. Also that this activity transfers to a monthly calendar so at a glance I can tell if I'm on target for activity and quickly project what my signings should be based on activities. Creating my own reports is a real aid to follow up, especially on hot prospects; thus more efficient. #### Cons Not as efficient as it could be. Duplication of files as well as unnecessary duplication of effort (extra keystrokes) which waste valuable time. (ie: you search for a prospect name and it shows no such person, instead of storing that data, the user has to retype it again to add the person to the database. If I add a new prospect and create tasks and complete in same day, I have to add the task, make my notes than go out to homepage, click on prospects name to than mark the task as completed in order for that task to show up on my calendar page...same for events added and completed in the same day. It works fine if I list taks/events on 1 day and work on them on a later date. --- ### Pretty Good CRM for the money with good customer support - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Biotechnology - 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. Pipeline Deals is a reasonable CRM. I've used SalesForce, Hubspot, Insightly, and Zoho. Pipeline Deals rates well with all of the above. I would argue its Deals section is superior to anything else I've tried. On the downside, I believe other CRMs have done a better job with linking the organization with the person globally. E-mail is decent, but there is not a good way to take an incoming mail in from my email client to the contact record. Outgoing email works well and lets me use my mail client so there are not messy third part integrations needed to make my out-bound emails look professional. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros The customer support is good. I like the Deals section. I think it is excellent the way it organizes the sales pipeline. #### Cons The connection between company record, deals record, and individual record. Something seems awkward about it all. The information about the person's company and their names do not always seem linked among these three parts of the database. --- ### Best Sales & Lead Management CRM - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 201-500 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. The in-depth data given to the CRM is painful at times where you need to create Company, People and Deal all the time. This can be reduced or connected or needs more automation and connections between each one of them needs more intelligent connections or something .. Overall, Satisfied and happy with the way it handles every lead and its associated info. Need sound, trigger enhancements or something that connects to your actual computer etc. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros The to-do's scheduling and the options it gives out to the user to specify whether its a plain to-do, a scheduled appointment/meeting, a call or a follow-up call or email or perhaps important notes. The overall reminders the structure of to-do's with the option to set it for a date is nice. #### Cons I won't least about this software but the reminder or follow-ups or to-do's should be popped out or make a noise or something as a alert like what Outlook does .. --- ### Love this software, VERY handy and useful - Overall rating: 5/5 - Reviewer: Josh B. - Verified reviewer: Yes - Product usage: Used daily for more than 2 years - Reviewed: July 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great for getting up and running with leads and sales and a database of info. Super fast to respond to training question, etc. Really like these guys. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros This software is very user friendly. You can easily fumble your way through it, and even those who didn't grow up with computers ("pre-millennials"). The functionality is VERY customizable. It is fantastic that the software is cloud based and can be used everywhere, and the customer support is truly an awesome team. I have worked with Pipeline Deals for over 3 years, and I managed an entire team on it. It really is a fantastic sales software and a fantastic company to work with. #### Cons The negative is (which is not super negative these days) is the pricing model of a monthly charge per user. This makes is a little challenging for newer companies to afford it. However, I think they have various pricing models today and some that are more affordable. There is nothing free about this software in the world of free "intro" accounts. --- ### Ease of Euse - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and 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. The sales pipeline is visible for all members of the sales team. I can tag members of my team into activities so we are all on the one page. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros user-friendly interface, all members of my team find it easy to navigate around. Functionality is good and support response is excellent. We do not need to consult with a partner we can deal directly with Pipeline which brings down the cost. #### Cons There isn't much I don't like about Pipeline deals. Integration with other applications could be better but it suits our needs. --- ### Envizi PD Review - Overall rating: 4/5 - Reviewer: William G. - Industry: Information Technology and 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. Overall, PD works sufficiently to meet 80-90% of what we need. The lack of logging of data on field changes do make some reporting difficult. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 3/5 #### Pros UI is very intuitive, the excel style dashboard on companies/ deals/ people is great. Its a solid CRM that does most of what you need from a CRM. #### Cons 1. PD does not log changes made on the fields, and on some part that it does, it is not easily accessible / extract-able to build a report from. I.e. Qualification status at Company level, can be "To be Qualified" -> "1st Qualification Meeting Done" -> "Qualified in" or "Qualified Out". The fact that PD does log field changes, makes it difficult to report on overtime progress. What can be reported on is limited to the current snapshot. 2. No automatically calculated field for Enforcement. i.e. Deal amount is equal to $X from product A + $X from Product B + $X from product C, it will be great if deal amount were to be changed, PD can prompt a message to enforce that the $X from Product A/B/C is also updated and sums out properly. 3. When creating an Agenda, there is an Agenda Type. Once the Agenda is completed, the Agenda Type detail cannot be retrieved, PD will only show the Agenda Title and Description. --- ### PLD for the Preneed Funeral Industry - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Insurance - 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. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Helps me organize my schedule and clients #### Cons Doesn’t always integrate easily with our company contract software. My clients “status” is never correct and changes without me making those changes. Wish I could create custom tags specific to my leads. Wish the phones and emails would populate where I want them to when a lead is added in by someone other than myself. Time consuming to have to make those changes --- ### Pipeline Deals Good Experience - Overall rating: 5/5 - Reviewer: David T. - Verified reviewer: Yes - Industry: Computer Software - Company size: 2-10 employees - Product usage: Used daily for more than 2 years - Reviewed: January 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 are scattered in 4 countries and we need a central contact system and reminers/calendars for the whole team - Pipeline Deals provides what we want and everyone uses Pipeline every day #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Simple - not too many exotic features - does the basic job, and you can learn it quickly in the first morning. All the team can share contact - before everyone had their own spreadsheet. Also inexpensive. #### Cons Incoming email capture is not in the basic plan --- ### Director of Sales, Eastern Region - Overall rating: 5/5 - Reviewer: Eddie B. - Verified reviewer: Yes - Industry: Computer Software - 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. Overall we are very happy with the change to Pipleline Deals. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We moved from using ACT for 20 years and by doing the trial for a month and studying the online videos and training we made an easy transition to Pipeline. No Regrets in changing. Out technical staff is also happy as they don't have to worry about our upgrades or weekly syncs. Plus the system has some features we did not have before. #### Cons The biggest issue is the ease of printing. Currently that only means printing labels for mailers /postcards. Of course you can do by doing mail merge with excel and word but it is a little more time consuming than just clicking a menu option to print (and of course learning how to do if not done before). --- ### Great CRM at a great value! - Overall rating: 5/5 - Reviewer: Christopher E. - Verified reviewer: Yes - Industry: Automotive - 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. I work for a manufacturers representative company and we love Pipeline Deals. It is easy to use, easy to customize, and works well for a sales organization. We use it for tracking our funnel opportunities as well as planning. The managers use the tool for better assisting the team in helping close key deals. Overall, PLD is a great value! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Great iPhone app. The desktop app is easy to use and easy to customize. #### Cons No major cons. A few key features inside the software, such as business card scanning and possibly mapping a route for salespeople, would be great but would only extend the value of PLD. --- ### Unsexy CRM which works - Overall rating: 4/5 - Reviewer: Fedor T. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: November 2022 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The product works, it's possible to get shit done, stable, overall robust. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 4/5 - Functionality: 4/5 #### Pros Task management for repetitive work and import/export functionality is good. #### Cons No quality integrations with calendar and Gmail. The integrations exist and work, but they can be improved a lot. Overall look and feel is not the greatest. --- ### Awesome for Some! - 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. Really good until we just got too big, our use cases got too complex and got to a place where we needed more reporting. You all a great! For the proper use cases, you all are the best. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 5/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros The user interface is EASY! And navigating is simple and easy. #### Cons It is excellent for someone that has not as complex needs. My org was stretching the capabilities of the software with regards to reporting. --- ### Simple CRM, without all the fluff! - Overall rating: 5/5 - Reviewer: Vik D. - Verified reviewer: Yes - Industry: Computer Hardware - 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. Ideal for what we need. Nothing complicated and fit for purpose. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Easy to easy, high functional and addresses the basics of what you want in a CRM. I have used PipelineDeals at two different companies now and can't see using anything else. #### Cons The mobile app could be easier to use. It's not as easy as the desktop version. ## More reviews [Next reviews](https://www.softwareadvice.com/crm/pipelinedeal-profile/reviews/?page=2) --- Pipeline CRM Reviews, Pros and Cons - 2026 Software Advice