# Compare Pipeliner CRM vs Velocify 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Pipeliner CRM and Velocify based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/125911-129463/Pipeliner-CRM-vs-Velocify

---

# Pipeliner CRM vs Velocify Features and Cost Comparison

Last updated April 15th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Pipeliner CRMVelocify2/4 selected

[Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/)[4.6 (216)](https://www.capterra.com/p/125911/Pipeliner-CRM/reviews/)

[Velocify](https://www.capterra.com/p/129463/Velocify/)[4.3 (231)](https://www.capterra.com/p/129463/Velocify/reviews/)

[## Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/)[4.6 (216)](https://www.capterra.com/p/125911/Pipeliner-CRM/reviews/)

Starting Price

$65.00/month

Value-for-Money

4.5

Functionality

4.5

Ease of Use

4.6

Customer Service

4.5

Reviews Sentiment

Based on [216 reviews](#user-reviews)

Positive

205

Neutral

6

Negative

5

[## Velocify](https://www.capterra.com/p/129463/Velocify/)[4.3 (231)](https://www.capterra.com/p/129463/Velocify/reviews/)

Starting Price

$60.00/month

Value-for-Money

4.2

Functionality

4.2

Ease of Use

4.2

Customer Service

4.2

Reviews Sentiment

MG

Based on [231 reviews](#user-reviews)

Positive

198

Neutral

16

Negative

17

## Not a match? Find software alternatives tailored to your priorities.

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Highest Rated

### Bigin by Zoho CRM

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User rating

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## Send this comparison chart to my inbox

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

## Summary

* * *

Key features rated by users

Features selected based on 17,500 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

71%Fit

Missing features

Not enough reviews

Feature ratings

Data Security

NA

Contact Management

4.0

Lead Management

4.4

Sales Pipeline Management

4.5

Activity Dashboard

5.0

\--%Fit

Missing features

Not enough reviews

Feature ratings

Data Security

NA

Contact Management

4.0

Lead Management

4.0

Sales Pipeline Management

NA

Activity Dashboard

NA

User satisfaction

User satisfaction

4.6

User reviews[216](https://www.capterra.com/p/125911/Pipeliner-CRM/reviews/)

Ease of use

4.6

Functionality

4.5

Value for money

4.5

Customer support

4.5

User satisfaction

4.3

User reviews[231](https://www.capterra.com/p/129463/Velocify/reviews/)

Ease of use

4.2

Functionality

4.2

Value for money

4.2

Customer support

4.2

Price starts from

Price starts from

$65Per Feature, Per Month

-   Free version
-   Free trial

Price starts from

$60Flat Rate, Per Month

-   Free version
-   Free trial

Best for

Best for

Pipeliner is now Coevera—the AI-native revenue platform built for how sellers actually work. AI as a teammate, not another tab. Welcome to AI-native revenue. 🚀 #Coevera #AINative

Best for

Midmarket and enterprise businesses in B2B and B2C that deal with large numbers of leads. Key industries are: mortgage, insurance, for-profit education, debt, tech, call centers, business services.

## User reviews

Pros & cons

Carla B.

Head of Proposition Development

> "Pipeliner CRM, in my opinion, is a legitimate service that may assist enhance sales because it permits and has a wide..."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#Capterra___4989956)

VR

Verified Reviewer

Director

> "Even when they found these bugs when they tried to configure a workaround, they just ignored them, they are still in..."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#GetApp___4801944)

Abel A.

Agent

> "it super fast giving the possibility of creating dynamic reports and very simple and effective jobs"

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#Capterra___5047160)

VR

Verified Reviewer

Director

> "They did a demo for me but it was very vague and did not really touch on what I wanted to see even when I asked them..."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#GetApp___4801944)

Carla B.

Head of Proposition Development

> "One of the most striking elements of Pipeliner to me is that I don’t need to be an architect to modify my Pipeliner..."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#Capterra___4989956)

VR

Verified Reviewer

Director

> "It also left me out of pocket as the management team would not refund me for the remainder of the 12 months once I left..."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#GetApp___4801944)

Carla B.

Head of Proposition Development

> "I like how Pipeliner helps me see which clients I should prioritize and which I shouldn’t."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#Capterra___4989956)

VR

Verified Reviewer

Director

> "This was a full 180 on what they sold to me and promised 2 months earlier.2 months into my 12 months I cancelled my..."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#GetApp___4801944)

VR

Verified Reviewer

Founder

> "It is worth to test out Pipeliner, if you need lead management with powerful features and a lot of customization..."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#Capterra___4146478)

Abel A.

Agent

> "Sometimes we forget the spelling of names"

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#Capterra___5047160)

VR

Verified Reviewer

Director

> "The User interface is OK, it is easy to learn how to use this CRM pretty quickly as its pretty basic."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#GetApp___4801944)

BH

Bob H.

Sr. Director IT

> "SSO/Active Directory isnt really integrated well into the permissions and access control."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3534647)

AA

Andrew A.

Client Success

> "Very intuitive interface for account, contact, and opportunity tracking."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3534568)

BE

Bryan E.

Sales Engineer & Engineer Support

> "It is frustrating at times not being able to hoover the mouse pointer over the “name” field to see the complete file..."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3437777)

AP

Alan P.

COO

> "We are able to track all customer touch points (opportunities, samples, complaints, leads, etc) with great ease"

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___2853484)

BP

Brandon P.

Outside Sales

> "That some of the features are not in alphabetical order and that you can not create files to store older documents"

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3428252)

WR

Winston R.

Business Development Manager

> "Having a 360 view of the customer and allowing us to engage with our customers in a more powerful way. "

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___2875710)

AS

Alexander S.

Team Leader

> "I finf the multiple typing of account names in leads, opportunaties and accounts is too often."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3490905)

BH

Bob H.

Sr. Director IT

> "All web based and can be easily customized."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3534647)

BS

Bob S.

Inside Sales/Commercial Quotes

> "Calendar invite feature is spotty it will sometimes drop people off and not send the email."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3416553)

CH

Chris H.

Director

> "Pipeliner CRM has a very intuitive user interface."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3536160)

BA

Bonnie A.

Consultant

> "Also, the system will not allow documents larger than 30MB."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3402206)

WR

Winston R.

Business Development Manager

> "The software is constantly being updated wtih new and powerful features which has really added immense value to our..."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___2875710)

DM

David M.

Outside Sales

> "Not being able to alphabetically sort in primary contact field"

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3437984)

JH

Jamie H.

Sales Engineer & Commercial Projects

> "Nice way for us to show our factories the progress we have made with selling their products"

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3437994)

BS

Bob S.

Inside Sales/Commercial Quotes

> "Document file size is too small."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3416553)

BS

Bob S.

Inside Sales/Commercial Quotes

> "Has allowed us to track our jobs better"

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3416553)

EB

Eva B.

Vertriebsassistentin

> "Results of the search function are sometimes confusing"

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3486793)

SK

Steve K.

Commercial Quotations

> "Great way for us to track our customers"

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3406801)

Sharry Karisa M.

Wealth Patner

> "Furthermore, we didn't employ Pipeliner backing to help us."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#Capterra___3217861)

KV

Kai V.

Manager Business Development & Sales

> "It is an easy to use software that gives a quick overview about sales status and development"

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3399522)

BA

Bonnie A.

Consultant

> "Some of the features lack depth."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3402206)

II

Isaac I.

Regional Sales Manager

> "It has top notch Graphic User Interface with Seamless ability to Integrate with other applications."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___2749019)

MM

Maziar M.

BDM

> "Not very friendly user"

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3407040)

EO

EZEKIEL O.

BUSINESS DEVELOPMENT MANAGER

> "The features of the application was really awesome , it gives me an accurate update and how to schedule conversation..."

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___2451489)

AS

Alexander S.

Team Leader

> "Easy but not fully usefull"

[See full review](https://www.capterra.com/p/125911/Pipeliner-CRM/#SoftwareAdvice___3490905)

[View Reviews](https://www.capterra.com/p/125911/Pipeliner-CRM/reviews/)

Not enough reviews

## User interface

[Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/)

4.60 (216)

No images or videos  
provided by vendor

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

Pipeliner CRM

Top features

35/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/125911/Pipeliner-CRM/#features)

Velocify

18/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/129463/Velocify/#features)

### Recognition

Pipeliner CRM

Best Value CRMSoftware (2022) 

No recognitions have been awarded to Velocify

### Deployment & support

Pipeliner CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Velocify

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Pipeliner CRM

-   By Pipeliner
-   Located in United States
-   Founded in 2011

Velocify

-   By Velocify
-   Located in United States
-   Founded in 2004

## Popular Comparisons

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vs

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Features

4.4

4.6

Ease of Use

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[Velocify](https://www.capterra.com/p/129463/Velocify/)[4.26 (231)](https://www.capterra.com/p/129463/Velocify/reviews/)

vs

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4.2

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[View full comparison](https://www.capterra.com/compare/61368-129463/Salesforce-vs-Velocify)

[Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/)[4.60 (216)](https://www.capterra.com/p/125911/Pipeliner-CRM/reviews/)

vs

[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

$65/month

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4.5

Features

4.4

4.6

Ease of Use

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[View full comparison](https://www.capterra.com/compare/125911-152373/Pipeliner-CRM-vs-HubSpot-CRM)

[Velocify](https://www.capterra.com/p/129463/Velocify/)[4.26 (231)](https://www.capterra.com/p/129463/Velocify/reviews/)

vs

[Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)[4.40 (224)](https://www.capterra.com/p/227088/Salesforce-Starter/reviews/)

$60/month

Price

$25/month

4.2

Features

4.2

4.2

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/129463-227088/Velocify-vs-Salesforce-Starter)

[Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/)[4.60 (216)](https://www.capterra.com/p/125911/Pipeliner-CRM/reviews/)

vs

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,972)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

$65/month

Price

$14/month

4.5

Features

4.3

4.6

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/125911-155928/Pipeliner-CRM-vs-Zoho-CRM)

[Velocify](https://www.capterra.com/p/129463/Velocify/)[4.26 (231)](https://www.capterra.com/p/129463/Velocify/reviews/)

vs

[Odoo](https://www.capterra.com/p/135618/Odoo/) [4.20 (1,304)](https://www.capterra.com/p/135618/Odoo/reviews/)

$60/month

Price

$31.1/month

4.2

Features

4.2

4.2

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/129463-135618/Velocify-vs-Odoo)

[Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/)[4.60 (216)](https://www.capterra.com/p/125911/Pipeliner-CRM/reviews/)

vs

[Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

$65/month

Price

$7/year

4.5

Features

4.5

4.6

Ease of Use

4.8

[View full comparison](https://www.capterra.com/compare/125911-204998/Pipeliner-CRM-vs-Bigin-by-Zoho-CRM)

[Velocify](https://www.capterra.com/p/129463/Velocify/)[4.26 (231)](https://www.capterra.com/p/129463/Velocify/reviews/)

vs

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$60/month

Price

$69/month

4.2

Features

4.3

4.2

Ease of Use

4.0

[View full comparison](https://www.capterra.com/compare/113540-129463/Bitrix24-vs-Velocify)

[Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/)[4.60 (216)](https://www.capterra.com/p/125911/Pipeliner-CRM/reviews/)

vs

[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,820)](https://www.capterra.com/p/157279/Dynamics-365/reviews/)

$65/month

Price

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4.5

Features

4.3

4.6

Ease of Use

4.1

[View full comparison](https://www.capterra.com/compare/125911-157279/Pipeliner-CRM-vs-Dynamics-365)

[Velocify](https://www.capterra.com/p/129463/Velocify/)[4.26 (231)](https://www.capterra.com/p/129463/Velocify/reviews/)

vs

[Vanillasoft](https://www.capterra.com/p/27609/VanillaSoft/)[4.59 (233)](https://www.capterra.com/p/27609/VanillaSoft/reviews/)

$60/month

Price

Contact vendor for pricing

4.2

Features

4.4

4.2

Ease of Use

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[Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/)[4.60 (216)](https://www.capterra.com/p/125911/Pipeliner-CRM/reviews/)

vs

[EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/)[4.65 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

$65/month

Price

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4.5

Features

4.6

4.6

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/125911-178819/Pipeliner-CRM-vs-EngageBay-Marketing)

[Velocify](https://www.capterra.com/p/129463/Velocify/)[4.26 (231)](https://www.capterra.com/p/129463/Velocify/reviews/)

vs

[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)[3.82 (412)](https://www.capterra.com/p/231638/SugarCRM/reviews/)

$60/month

Price

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4.2

Features

3.8

4.2

Ease of Use

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