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

Light occasional user

What do you like best? We embraced a CRM here and this one is in place What do you dislike? The search is a bit wonki and somewhat unreliable The fields are not intuitive for the occasional user Recommendations to others considering the product: Give it a try! What problems are you solving with the product? What benefits have you realized? Great for marketing and teamwork

Good

What do you like best? It is pretty easy to organize stuff. I like the customization What do you dislike? I wish there were more options for you to select and postpone tasks (example by two days, three days, a month and that you could select and change the task date for multiple tasks at once. I wish you could colour-code things. Recommendations to others considering the product: Worth trying out What problems are you solving with the product? What benefits have you realized? ...

Pipeline Deals Review

What do you like best? The product is fairly easy to learn to use and works for most of our needs. I like that you can create filters to see different things. What do you dislike? There are several things that are quirky about Pipeline deals. The navigation and layout are not very intuitive and could be much better. I think there are definite things that can be improved. Recommendations to others considering the product: Check out as many products as you can. Personally I feel like ...

Very versatile

What do you like best? The overall amount of information Pipeline Deals can store, customize and maneuver is exceptional. What do you dislike? Pipeline Deals could be a bit more intuitive and user-friendly. Some features have titles or names that sound exactly alike and this makes it more difficult to navigate. Some information that a user enters into the software fields must be careful that the software retains the information. Some instances the information is easily lost if the user ...

VP

What do you like best? I like the flexibility to add and remove fields. What do you dislike? Lack of deal locking or permission settings. What problems are you solving with the product? What benefits have you realized? Improves our followup and retention

Pipeline deals reviewed

What do you like best? It has a broad range of data collection points What do you dislike? Data entry is cumbersome and slow. I would like to see a customizable data entry screen to begin the entering the basics for a new client. Recommendations to others considering the product: DATA ENTRY NEEDS TO BE IMPROVED! (Quicken like What problems are you solving with the product? What benefits have you realized? It allows everyone on my team to see what business history has developed ...

Okay

What do you like best? Fairly simple to navigate, although this may be because it lacks a lot of functionality What do you dislike? The overall UX is very unappealing to me What problems are you solving with the product? What benefits have you realized? Organisation of Sales process, meetings and notes

Excellent resource

What do you like best? A great way to keep track of all of my current and pending work projects. What do you dislike? The interface is a little clunky and the learning curve is a bit of a problem. Recommendations to others considering the product: If you need something more than a list of to dos or a spreadsheet, then Pipeline is the way to go. What problems are you solving with the product? What benefits have you realized? It great to have everything organized.

Love the follow-up reminders

What do you like best? Pipeline is outstanding for tracking all of your clients. Further, it does a very nice job at keeping track of who you to follow-up with today, this week, as well as your "past dues". I also really like checking the Deals slipping away, as this is a nice way to ensure that I am on-top of all of my key clients. Finally, it is a nice to track the data of our entire company. What do you dislike? The phone app is still not good. This has improved over the last 2 ...

A handy tool

What do you like best? The link to Outlook, The promps for activities to be planned What do you dislike? No ability to manage a sales call pipeline. It only manages a possible deal. What problems are you solving with the product? What benefits have you realized? Benefits are to be more time structured