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

This is a great platform for managing deals however it lacks a proper search and key contacts/accts

What do you like best? I like how easy it is to enter, view, sort, and change deals. What do you dislike? There is no proper search. I can create a list of results and then sort through them from my search. Being focused on accounts and key contacts, I'd like a way to mark key accounts and contacts to be able to search deals and key contacts for purposes of follow-up. 80% of the revenue of most business to businss organizations will occur from 10-40% of the customers. And from those ...

Great for keeping track

What do you like best? I don't miss opportunities to get back in touch with clients that may have slipped through the cracks otherwise What do you dislike? It'd be nice to be able to be able to email directly from PD Recommendations to others considering the product: Try it out, What problems are you solving with the product? What benefits have you realized? It has generated revenue y keeping track of clients that may have churned

Clean, simple and effective for all staff

What do you like best? Easy to use and functionality is key for what our team requires to keep track of their clients and sales. What do you dislike? Manual integration when entering leads from different sources. What problems are you solving with the product? What benefits have you realized? Helps keep track of teams interaction with customers

Pipeline seems like it was written for my company.

What do you like best? Intergration with Google and MailChimp work seamlessly. Organizing tasks among employees make life so much easier. Organizing customers in different groups is outstanding for marketing. What do you dislike? I dislike how every time I enter a phone number I have to enter the ( and -. This drives me crazy and is a waste of time. Recommendations to others considering the product: If you are tired of your old and cumbersome CRM that you have been using for years, ...

awesome

What do you like best? it very easy to use and generates business What do you dislike? nothing it is very easy to use very simple Recommendations to others considering the product: get it u will love What problems are you solving with the product? What benefits have you realized? it has helped us check on deals and close them

Organized and Efficient

What do you like best? The format of the website and how the activity has templates. What do you dislike? Sometimes things might not load but it is very rare. Recommendations to others considering the product: I am not really sure as I do not go out of my way to talk to many people who might us or maybe they use it already. What problems are you solving with the product? What benefits have you realized? Being organized and keeping tasks on check.

The Crystal Ball

What do you like best? As a Kitchen Repurpose and Remodel company, one of the most important parts of our business is marketing and sales. PipelineDeals for us is like a crystal ball. We are able to look in at any moment and see what we have bid vs what we have sold, what marketing efforts are returning good ROI and which aren't and how we may proceed in the future in all of our advertising spends. For us it is also a way to manage our design/sales team to let us know how things are ...

It has helped us organize the sales and operations team.

What do you like best? The organization of the tool. It allows different teams within the company to obtain information relevant to the pipeline. It helps us to make decisions. What do you dislike? I would like to have mails that can advise me of deals that will expire, so I can make the follow up. Recommendations to others considering the product: Next year we will be integrating Pipeline deals to our operations tool, that will help Sales and Customer Care associates to perform ...

Simple and Fairly Easy System

What do you like best? Employees are very helpful when called with questions and response time is excellent. What do you dislike? Spreadsheets and report layouts are somewhat difficult to create ie the agenda page was difficult for me to get the layout I wanted and to also be able to print it as well. What problems are you solving with the product? What benefits have you realized? Benefits are that I can use to to schedule may days and weeks if I put the work in it to populate it

Dashboard for all

What do you like best? Friendly end user application that provides all in once information about prospects and clients. It Will be modified and the reports easily to download. Reports can feed other method of communications to provide KPIs inclusive make decisions upon the data. What do you dislike? Sometimes everybody can change some information important for the others. Delimited functions could help in the future. Recommendations to others considering the product: Authorizations ...