PipelineDeals allows users to manage their contacts, qualify leads, and track leads and deals within a singular, cloud-based program.

The system provides both sales engagement and CRM while providing daily pipeline snapshots, real-time deal status updates and 3D charts on a comprehensive sales dashboard. 

With PipelineDeals, users gain access to pages that contain all activities, people, documents and events related to a single deal. By providing 12 standard data fields and 225 custom data fields, users are able to save as many details as they prefer.

The system also sends trackable emails, so users always know when someone opens a message, downloads an attachment, or clicks a link. Sales associates can import existing data in bulk from other CRMs or spreadsheets while PipelineDeals scans for redundant data. 

Pipeline Deals is used by 17,000 salespeople and is accessible from a laptop, desktop, or any connected mobile device.

Deals
Deals

Deals

Deal details

Deal details

Companies

Companies

Tracking

Tracking

Dashboard

Dashboard

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Linux, Web browser (OS agnostic), Windows 2000, Windows 8



151 Reviews of PipelineDeals

Overall rating

4.5 / 5 stars

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Showing 1 - 20 of 151 reviews

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David from CoCreate consulting

Number of employees:  2-10 employees

Ease-of-use

Functionality

October 2018

Good CRM—does the job fine and looks nice.

Pros

Easy to use and train new/inexperienced employees on.

Cons

Nothing really—does exactly what it is supposed to with little effort from user.

Review Source: Capterra

Craig from Insight Homes

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

PipelineDeals

Rock solid product with top notch customer service.

Pros

Love the ability to notify other team members of a note on a record by simply putting a check next to their name. They receive an email notification with the note and they can just reply to the email and the CRM record will be updated with their reply.

Cons

Lack of integrated lead scoring and the inability to turn off B2B features to make CRM more B2C friendly.

Review Source: Capterra

David from Umnitech

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Pipeline Deals Good Experience

We are tracking users of a niche software product where we have particular expertise. Pipeline Deals fts us perfectly and we use and share the data every day

Pros

This is a very useful, simple product, and inexpensive. I bought a company last week and over the weekend set up all the CRM and ready for their user conference next week. My Virtual PA in Macedonia got the hang of Pipeline Deals in a morning.
We are not interested in exotic features or integration with other software - just people, companies, tasks, calendar - perfect for us!!

Cons

I had to watch the email video twice to get my email coordinated - and Pipeline Deals online chat got me going quickly

Review Source: Capterra

Chhavi from My own company

Industry:  Consulting

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Good CRM package

Pros

Easy UI
Sales pipeline view is useful
Team's always open for feedback on improving the product and they take action. I like that.

Cons

Contact management can be hassle. Deleting orgs and team members. Reporting requires some improvement too

Review Source

John Kennedy from Cience

Industry:  Other

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

August 2018

PipelineDeals to Organize and Mange Your Prospects and Clients!

This is such a useful tool!

Pros

It is one-of-a-kind CRM. I am working for a marketing company and this tool has been my best friend for years. It allows us to log deals and interactions with contacts, we categorize them by location, owners, size and more.

Cons

It worked perfectly good for our organization. It lags sometimes but it was tolerable. The interface is easy to understand, too.

Review Source

Joel from Insurance Agency

Industry:  Insurance

Number of employees:  2-10 employees

Ease-of-use

Value for money

Functionality

August 2018

Easy to customize

Pros

Just started using this and it has been so easy to customize and adjust to fit my needs. It is so easy to use.

Cons

The calendar integration could be a little better. Could use some customization on "system" wording so it can be adjusted to the terminology I use

Review Source

Yeni from Autodesk

Ease-of-use

Value for money

Customer support

Functionality

July 2018

PipelineDeals is the only standout CRM I have administered.

Pros

Pipeline has assisted my organization to effectively designate our sales approach and follow-up with our most juicy customers. We use the Pipeline Calender feature to properly manage sales calls we need to make ,and everyone on the sales team can now properly track all of our most important projects.
The entire sales team stays on the same page , as every sales person is able to read notes left by others on every profile page ; ensuring they simply need to continue from where their colleagues stopped and avoid repeating sales milestones already accomplished by others.

Cons

I want Pipelinedeals to improve on its search functionality to effectively combine tagline search results.

Review Source: Capterra

Josh from Atlanta Dental Center

Ease-of-use

Value for money

Customer support

Functionality

July 2018

Love this software, VERY handy and useful

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.

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.

Review Source: Capterra

Bethany from Small Business Growth Alliance

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Top crm software we've used in credit card processing sales

This reduces data entry and streamlined our process. Love it

Pros

We love the ability to assign territory, accounts and leads to a specific group or individual this eliminates people contacting the same merchant. We are able to know when an account needs follow up, we can properly document the process and paperwork throughout. Nothing falls thru the cracks with this. I love being able to upload excel files quickly. This also allows us to drop market emails to merchants as well.

Cons

This is definitely more expensive than similar crm systems but you get what you pay for. If your a small organization might not be for you.

Review Source: Capterra
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Verified Reviewer

Number of employees:  1 employee

Ease-of-use

Functionality

June 2018

Great product for small teams

Pros

This was an awesome tool for my international team of 8. It kept us all organized and helped with transparency and progress of deals. This helped us grow probably more than any other tool. It gave us clarity on where to focus and helped in a lot of the experiments we were running.

Cons

There was a little clunkiness in setting up custom fields and I felt a few things could be made more clear. Onboarding could be a bit more simple. I had to repeat it with someone a few times before I got it but once you get it, it's very easy to use.

Review Source: GetApp

Jeremy from TangoCode

Ease-of-use

Value for money

Customer support

Functionality

June 2018

Easy to set up and use. Not a TON of flexibility, but enough for most places.

Pros

Pipeline deals is very easy to set up and use. This is not one of the can-do-anything, everything-is-custom type CRMs (like SugarCRM or Salesforce) - it's a simple, but very useful tool. Things are intuitive - you base everything off "Deals" and move them through your funnel. You can also prioritize items and of course, keep notes on contacts and deals. If you just need a simple CRM, this is a great tool.

Cons

While it's easy to set up the software, there's not a ton you can do to customize. Within the typical funnel framework, Pipeline Deals is great. If you stray too far from that, you will end up with unmanageable work-arounds.

Review Source: Capterra

Nathan from cbf

Industry:  Other services

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

May 2018

Pipeline deals ease

It is super easy to use and we have been using it for around 6 years at this point. Definitely is not salesforce but you're not paying for salesforce and I don't think we would get that much extra value out of salesforce. They're support is good.

Pros

It is great for tracking of deals before closing and through the entire sales process to the close of it.

Cons

Is not a true crm for operational business purposes. We use another crm for current clients but that does not come close to what we can get out of pipeline upfront.

Review Source

Brittany from EJK Plastics Inc

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Best tracking CRM for large sales teams

Easy to track pipeline progress and team analytics.

Pros

This Crm allows cross-reference and title options between sales team prospects, this eliminates team contacting the same deals. it has a very easy excel importing system for contact information as well as a great email tracking system. Also has quick customer service response team.

Cons

This can be a costly system for smaller to medium size organizations. Will require an investment monthly or large yearly upfront cost invested for use. if you have less than 5-10 members using this system its probably best to use another system.

Review Source: Capterra

Justin from Standard Mortgage

Industry:  Mortgage

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Cheap and Effective - need this in your pipeline

Pros

Saving the actual conversations helps us remember exactly where we left off last.

Cons

Having to upgrade for email saving functionality. Would like to have a better text messaging platform as well, but for the cost - it's great

Review Source

Martin from Certa ProPainters of Central Bucks

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

March 2018

Have used it for several years. Modified it quite a bit to do a lot more than just sales.

Pros

Easy to use out of the box. Easy to configure for your needs. Amazing people at customer support.

Cons

Don't have ability to build customer's organizational structure hierarchy.

Review Source: Capterra

Kelly from IdealUser

Industry:  Software / IT

Number of employees:  11-50 employees

Ease-of-use

Functionality

March 2018

The deals helps managing prospects

Pros

The pipelineDeals CRM helps us create deals to manage the prospects and their project requirements. It helps creating tasks against a Deal. helps to manage the prospects well.

Cons

Interface is user friendly and help us to manage and create project deals. New contacts can be imported via CSV and it integrated with 3rd party tools.

Review Source

Jeremy from gst stairs

Industry:  Manufacturing

Number of employees:  11-50 employees

Ease-of-use

Functionality

February 2018

Increased sale by using PipeLineDeals

Pros

PipelineDels has helped us increase sales. It let us easily manage prospects and help close the deals. Our sales team is motivated using this CRM.

Cons

Pipeline comes with an easy to use mobile application which lets sales team manage deals while driving from their mobile phones.

Review Source

Jeff from Google Search Tips

Industry:  Software / IT

Number of employees:  2-10 employees

Ease-of-use

Functionality

February 2018

Statistics helps reviewing Sales

Pros

Pipeline Deals provides great visuals. It helps us to see of Sales targets are achieved for a specific month or not. Based on the statistics, the team plan further. Visuals are great within this CRM. Deals can be easily managed and the activities can be created within the deals.

Review Source

Suraj from ITG

Industry:  Software / IT

Number of employees:  11-50 employees

Ease-of-use

Functionality

February 2018

Helps to manage Prospects and Clients

Pros

The pipelineDeals CRM helps us manage the prospects and the Clients. I can create new pipeline to categorize a lead or deal.Helps with managing contacts and the organizations within the CRM. The contacts can be attached with the Deals.

Review Source

Vicky from IdealUser

Industry:  Software / IT

Number of employees:  11-50 employees

Ease-of-use

Functionality

February 2018

Helps managing the sales deals

Pros

PIpeline Deals helps managing the sales pipeline and the deals within these. Deals can be moved to various pipelines based on their status. Helps with managing the leads easily.

Review Source

Displaying 1 - 20 of 151 reviews