# Pipeliner CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Pipeliner CRM the right CRM solution for you? Explore 216 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/125911/Pipeliner-CRM/reviews --- Pipeliner CRM 4.6 (216) [View alternatives](https://www.capterra.com/p/125911/Pipeliner-CRM/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 15th, 2026 # Reviews of Pipeliner CRM Ease of use 4.6 Customer Service 4.5 ## Pros and Cons in Reviews Carla B Head of Proposition DevelopmentInformation Technology and Services, 10,001+ employeesUsed the software for: 1-2 years. “Pipeliner CRM, in my opinion, is a legitimate service that may assist enhance sales because it permits and has a wide range of operations with amazing features.“ August 22, 2023 MH Mark H DirectorIndustrial Automation, 2 - 10 employeesUsed the software for: Less than 6 months. “Even when they found these bugs when they tried to configure a workaround, they just ignored them, they are still in the software today!I sent an email to the head of sales and the \[sensitive content hidden\] of Pipeliner CRM to inform them that I could no longer work with their CRM as it did not function as they had said it would in the original demo, even the workaround was a failure.“ May 18, 2023 Abel A Agent Hospitality, 2 - 10 employeesUsed the software for: Less than 6 months. “it super fast giving the possibility of creating dynamic reports and very simple and effective jobs“ September 27, 2023 MH Mark H DirectorIndustrial Automation, 2 - 10 employeesUsed the software for: Less than 6 months. “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 to. As they do not offer a trial for the CRM, I had to take them on their word that the features worked as they has described. Once I had signed up and paid for 12 months in advance, I found that these features did not function as described.“ May 18, 2023 Carla B Head of Proposition DevelopmentInformation Technology and Services, 10,001+ employeesUsed the software for: 1-2 years. “One of the most striking elements of Pipeliner to me is that I don’t need to be an architect to modify my Pipeliner example.“ August 22, 2023 Abel A Agent Hospitality, 2 - 10 employeesUsed the software for: Less than 6 months. “Sometimes we forget the spelling of names“ September 27, 2023 Carla B Head of Proposition DevelopmentInformation Technology and Services, 10,001+ employeesUsed the software for: 1-2 years. “I like how Pipeliner helps me see which clients I should prioritize and which I shouldn’t.“ August 22, 2023 BH Bob H Sr. Director ITConsumer Goods, 201 - 500 employeesUsed the software for: 1-2 years. “SSO/Active Directory isnt really integrated well into the permissions and access control.“ May 23, 2022 ## Showing most helpful reviews Showing 1-25 of 216 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Christopher K. Senior Sales Manager Farming Used the software for: 1-2 years ### "Significant Boost To Quick Conversation of Leads to Customers" September 8, 2021 5.0 Pipeliner CRM is solving the problem of getting stuck should in future a Sales Representative leaves the company without proper handover notes because it keeps full data of all sales processes which is available from a 360 degree view standpoint. Time is money and Pipeliner CRM has proved to be a great time saver because it has drastically reduced my time spent from lead generation to customer acquisition, especially that it has a feature by which I am able to harvest leads from LinkedIn (contact details included) with a click of a button. Pros With all Sales Reps' activity history available to me at the click of a button any time, and with Pipeliner CRM also available in mobile app form, it has given me impetus to manage my sales teams and my customers remotely, yet effectively from any part of the world, thus coming in handy with the prevailing lock-downs as a result of COVID-19. Further, I like the fact that it provides for higher lead velocity, leading to a a quicker realization of sales objectives. Cons It cannot easily be operated offline from both the desk top and mobile app version. This makes some of your work inaccessible should you find yourself in place with poor or no internet connectivity. Review Source Gary P. Information Technology and Services Used the software for: 6-12 months ### "Managing the Sales Pipeline visually" November 12, 2015 5.0 We have used the software internally and we also now recommend to others, as a cloud based system, this is now our preferred option for sales and marketing teams. Having recently taken on new staff, who had not been exposed to CRM before it was refreshing to see how quick that can pick up running with the system and for us more important was that instant awareness and reminder of their purpose, i.e. how they need to attain their target. Pros Very easy to use and many clients are up and running themselves with little input from ourselves, but also Pipeliner CRM Support team have been very good and patient in resolving questions, often pointing us to the easy to understand video tutorials to complement what they have said. The chat function is a great and quick way to engage with support direct. Having seen the new 'Insights' functionality on a recent webinar, this is the next item we want to explore and start to use to give a deeper understanding of how different sales people are performing, not just on sales. Cons Having spent now nearly 20 years working with CRM systems, my view is there is no such thing as a perfect system and that clients will always want more functionality and this applies across all systems. The functionality is usually there, but may need to be pulled out. For Pipeliner CRM, the only real difficult I have had to learn is the data import functionality does need to be thought about and understood. Having said that, this is usually sorted in the initial set-up by accredited external consultants or trained system administrators....so maybe it is me and I just need to spend a bit more time on this... Review Source VR Verified Reviewer Director Industrial Automation Used the software for: Less than 6 months ### "Scammed and ripped off" May 18, 2023 1.0 This CRM did not solve any problems for me, it created problems for me if anything! 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 after 2 months. Pros The User interface is OK, it is easy to learn how to use this CRM pretty quickly as its pretty basic. Thats about the only good thing I found with this CRM, the rest has been pretty poor. Cons The Sales Team at Pipeliner CRM told me that the CRM had certain features that I was looking for when I originally contacted them about their product. 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 to. As they do not offer a trial for the CRM, I had to take them on their word that the features worked as they has described.Once I had signed up and paid for 12 months in advance, I found that these features did not function as described. They tried to convince me to use a work around at that stage but it would not work due to bugs in the software. Even when they found these bugs when they tried to configure a workaround, they just ignored them, they are still in the software today!I sent an email to the head of sales and the \[sensitive content hidden\] of Pipeliner CRM to inform them that I could no longer work with their CRM as it did not function as they had said it would in the original demo, even the workaround was a failure. I was told by the management team that it was my fault, that they never said it could do what I was requesting and never said it could! 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 account and moved to another CRM. I contacted the management team and asked for a refund for the remainder of the 12 months I had paid for but I got no response. 2 more further attempts to contact the \[sensitive content hidden\] and management team failed, they just blanked me. Reason for choosing Pipeliner CRM The Sales Team at Pipeliner CRM told me that the CRM had certain features that I was looking for when I originally contacted them about their product. 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 to. As they do not offer a trial for the CRM, I had to take them on their word that the features worked as they had described. Review Source Ian J L. CEO Used the software for: ### "Finally a CRM that delivers results" April 2, 2015 5.0 Over my 20+ year career in sales I've experienced a wide selection of CRM's. Some have been better to use than others but I can't say that any one of them has been a huge help to me either as a sales professional on the front line or as a sales leader looking for insights. Typically they've been overly complex and cumbersome. Something you tolerate rather than enjoy or get any value from. That's all changed with Pipeliner CRM. I love it. These guys truly understand what sales is all about and they've built something that helps rather than hinders. Finally a CRM that delivers results. Pros Although its not a specific feature a major 'Wow' factor is the visualisation philosophy behind the whole platform. You can see everything you need to see on one screen. Everything just looks fantastic. The main pipeline view shows you exactly where all of your opportunities are instantly and I love that you can drag and drop opportunities from one stage to the next. You can also see where you are in relation to your quota on the same screen and take the action you need to progress. I particularly love the 'Buying Center'. You have to see it to believe it but relationship mapping is a major challenge for most who have longer term, complex pursuits with multiple stakeholders. The Buying Center makes it easy to keep track of and manage everyone involved in an opportunity, even if they don't work for that company. There are so many awesome features but that one alone saves so much time and effort and delivers tremendous value. Cons That it's taken so long for CRM to get this good! Review Source Martin L. Managing Director Management Consulting Used the software for: 1-2 years ### "Pipeliner works because it is easily customisable and simple to use for people at all levels of an organisation" July 5, 2016 5.0 In the work we do, CRM fulfils a massive role in automating processes, which in turn delivers the sales strategy for business. Pipeliner fits this role perfectly, because it is so easy to customise. It can quickly and easily be set up to mirror and automate your sales processes. No admin, no team of propeller heads. Just simple, smart design to deliver outstanding capabilities. This makes it the perfect tool for any business. We recommend Pipeliner to all our clients. Pros Highly customisable. Can be set up to automate your processes easily Everything is visual, making it easy and fun to use for sales people at all levels Easy to input information Easy to extract relevant information Automation of tasks and workflows Cons Lots of software updates means sales downtime Review Source Andrés C. Co-Founder Information Technology and Services Used the software for: Less than 6 months ### "Most intuitive CRM in the market" August 1, 2016 5.0 We purchased and implemented Pipeliner CRM back in July and I was surprised to see our entire sales team dive deep into the platform without even taking a training session. The platform is so intuitive and visual, that I had a Spanish-speaking team member creating leads, adding accounts, contacts and opportunities as soon as she gained access to our space. We now have a better understanding of all the potential business that’s out there and what part of the sales cycle each open opportunity is in. As the product champion and admin, I haven’t run into any adoption issues either. Pros The design of the user interface is very clean and intuitive. The fact that your sales pipeline is very visual, helps you get a better understanding of the opportunities that sit within it. The platform is extremely easy to configure as well. Cons At the moment, we haven’t run into any major hiccups. If I could recommend anything to Pipeliner, I would say they need to update their mobile app so that it reflects all of the great visual features in the desktop version. Review Source Abel A. Agent Hospitality Used the software for: Less than 6 months ### "Avis pipeliner crm" September 27, 2023 5.0 Pros it super fast giving the possibility of creating dynamic reports and very simple and effective jobs Cons nothing to say apart from the name suggestion which we cannot find when we do a name search. Sometimes we forget the spelling of names Review Source Kelvin K. Chief Executive Used the software for: ### "Got the CRM Model Right" December 18, 2014 5.0 We tried quite a few CRM apps before selecting Pipeliner including Salesforce. The bottom-line is that Pipeliner is the best combination of functionality, usability and value available in the market. We were looking for an app that could handle three key major feature categories account/relationship modeling, visual pipeline display and marketing application integration. It seems like a simple set of requirements, but we found it amazingly hard to get all of these things working well in most packages. When you add cost into the picture the competition narrowed very quickly. Pros Flexibility in modeling the account and contact relationships. Ability to setup bi-directional interfaces with marketing automation apps. Ability to visually display and manage sales process through the pipeline view. Cons 3rd party add-on required for bi-directional integrations, but with that said the add-on offers significantly more functionality while still having a lower cost than the next best alternative. Review Source Fred S. Used the software for: 1-2 years ### "Pipeliner" May 18, 2016 5.0 This is the most comprehensive pipeline management tool I have ever used. Having said that it is still very easy to setup and use. There is a great deal of contextual help, and when you need it the support is great. Pros One of the side benefits of using Pipleliner is all of the sales content they have, you really don't need any other source, if you are a sales professional, they have a ton of information for you, if you are a sales manager they have a ton of information for you...Visual, Intuitive --- Great Reporting! Review Source Jessica S. Sales & Marketing Operations / Account Manager Professional Training & Coaching Used the software for: 6-12 months ### "The best visual process CRM on the market!!!" April 29, 2016 5.0 Pipeliner is the best visual CRM software that offers a defined process workflow for your sales team. We love the ease of use and intuitiveness. Pipeliner was clearly designed by a salesperson for sales teams. We love the process ease of use so much we are implementing it to manage other systems as well. Pros Quick & easy customization of fields and forms Email feed integration The new navigator is a fantastic snapshot and the timeline clearly shows whats ahead in the pipe Cons While I love it all I would like a few more functionalities such as; email templates for each sales steps along with calendar syncing. I'm sure Pipeliner has that in the works and am excited to check it out! Review Source AF Arno F. Owner Primary/Secondary Education Used the software for: 2+ years ### "Excellent tool also for small business!" September 1, 2017 5.0 My business is B2B. What I’m selling is voice training, workshops, and speaking engagements. Until recently, my business was developed through public relations, publishing in special interest magazines, and through people finding me through the website and social media. About 2 years ago, I began to see a dramatic change. I needed more than a database and a bit of marketing automation -- I needed a sales process to help me drive interest and drive business. Competition was rising and it was obvious that I needed a more structured way to keep my contacts, accounts, and business relationships organized and vibrant. For both existing and new business relationships, I needed a way to nurture those relationships. It became clear that all my business was not going to come to me any longer. I needed help selling to my key persons -- that’s when I looked for the right CRM tool. In the end, I found Pipeliner through searching on Google. I had asked colleagues and friends for recommendations, but the software they or their companies used was too unwieldy, complex, and expensive. c Today I can say, Pipeliner helps me to stay in touch with the most promising customers and to make more business with less effort. Pros The visual approach. I noticed right away that Pipeliner workes differently from other solutions. It is visual -- not dry spreadsheets but instantly understandable in pictures -- and intuitive. I don't need a thick manual. No need to think in ‘database structures’. Pipeliner shows me the sales process and how I move from stage to stage. Pipeliner ‘mirrors’ my behavior. I don’t have to understand all the technical workings -- I can just see what I need to know. I suddenly have an instant snapshot of my sales stages, what I need to do next, and this motivates me. Also absolutely important and helpful is the integration of MS Outlook and the connection with several social networks. Cons There are only few things I dislike. One is, I miss the possibility to import vcf-cards when I am creating a new lead. Also would be good for me - as located in Europe - the integration of the Xing-Network. Review Source AS Alexander S. Team Leader Plastics Used the software for: 2+ years ### "Nice tool, but not fully used the capacity in our orgnaization" April 27, 2022 4.0 Easy but not fully usefull Pros It is an easy access and easy to handle. Support is good, but the integration with internal other software is not deplyoed with us Cons I finf the multiple typing of account names in leads, opportunaties and accounts is too often. Reason for choosing Pipeliner CRM I was not involved int his process Review Source AL Arthur L. Associate Director Industrial Automation Used the software for: 1-2 years ### "Great platform and has lots of features!" May 24, 2022 4.0 Reliably keeping track of engagements and campaigns. Pros Has many features that help group clients and contacts together to keep track of engagements and campaigns. Many additional modules to connect to external applications to make life easy. Cons Certain filtering functions do not allow enough advanced customization to select the information you would like to see, worked with Pipeliner support and these features may be added in future releases. Review Source CJ Carsten J. Sales Operations Manager Computer Software Used the software for: 1-2 years ### "Excellent CRM for pipeline and activity management, reporting" September 19, 2018 5.0 Pros Extremely powerful. Highly configurable, allowing us to fully align the software to our playbooks and existing sales processes. The ability to setup the relevant activities required per each sales stage, upload documents specific for a sales-stage and other features which support the process are fantastic. Pipeliner is not only workflow-focussed, it's also very intuitive to use. Social network integration (LinkedIn), Office365 integration and the WebGrabber tool are also fantastic. Pipeliner supports multiple departments, products and pricebooks. The reporting features for the creation of standard, advanced, private and shared reports is very comprehensive. We have been using Pipeliner for about 12 months now. The onboarding process was a breeze, their training was awesome, the whole team is extremely responsive, helpful and client-outcome-focussed. Highly recommend. Cons There isn't much to dislike about Pipeliner. One of the features we are currently missing is the ability to automatically send scheduled reports (daily, weekly or monthly) to specified (internal or external) email addresses. This will hopefully be available soon. Review Source IL Ian L. CEO Management Consulting Used the software for: 1-2 years ### "At last a CRM that actually helps you to sell." April 17, 2016 5.0 Pros I've used many different CRM's throughout my 20+ years in sales and Pipeliner comes out on top. I love how Pipeliner put everything you need right in from of you, no having to click around multiple screens or complicated navigation. Plus everything looks so great. You don't see a dull spreadsheet style layout of data, you see the logo's of your clients, you see the faces of your contacts and you see all of your opportunities laid out neatly in the relevant stage of the sales process. Everything you nee to make the right decisions quickly is right there, with even more insight no more than a click or two away. For us Pipeliner has transformed CRM from being passive and dull to being an active and engaging experience. I particularly love how you can easily mould Pipeliner around the way you work rather than being forced to change the way you work to comply with the way the CRM is designed. You really do get the sense the Pipeline team know what sales and selling is all about and they've worked hard to build a platform that keeps you focused and moving forward. It's already a great tool we love to use and with every new release introducing amazing new features it's set to get better and better. Thank you Pipeliner. Cons The mobile app is in need of an update so I'm looking forward to the new version coming out later this month. Having a telephone support number would be nice to have. Review Source EM Etienne M. None Telecommunications Used the software for: I used a free trial ### "Why is Pipeliner CRM an essential Business tool" September 30, 2019 4.0 Pros Pipeline is very intuitive, easy to learn and administrate. It incorporates ADD-ONs such as web clipper or ADD-ONs that allow interaction with most of email managers such as Gmail, Outlook, etc., which avoids the use of multiple platforms and applications to manage customers, make an email, create leads, create customer accounts, archive exchanges etc ... Pipeliner CRM creates a dedicated customer area that allows the sales person to access all the information related to the deal, such as emails to the customer, documents exchanged, programmed activities, people to contact within the company, etc. this on the same interface. • You can really make a good sales decision, • Imagine a sales person resigning! All the necessary information for the follow-up of its deals are at your disposal. Pipeliner navigation panel give an overview of the business situation. it's gives out the level of progression vis-à-vis the global target, the agenda, suggest new potential business. In addition to being a CRM web base, the mobile application allows to have all the necessary support for the sale even in the field. You can track sales, see deals evolution, manage your calendar and even send emails without being in the office. The voice command of the mobile application of the Pipeliner CRM is the most. You can send mails, SMS, and even make call only by voice command. Cons The many down side of the Pipeliner CRM is that software usage language and support is only in english. This will be blocking point for businesses with other working languages such as French etc... Review Source SK Steve K. Commercial Quotations Construction Used the software for: 2+ years ### "Great CRM for job tracking" March 10, 2022 4.0 Pipeliner has been a very valuable tool for our company and our company's growth Pros It is easy to follow the progression and tracking of all our jobs Great way for us to track our customers Cons The limit to document size The limit to characters you can add to the notes field Review Source LB Leoni B. Area Sales Manager Packaging & Performance Films Packaging and Containers Used the software for: 6-12 months ### "Review" April 25, 2022 5.0 Very good system and super helpful for daily sales management. Pros Task Management is a great help in everyday work. Cons Evaluations and Diagram Creation is not very easy. Review Source GK George K. Client Success Manager Industrial Automation Used the software for: 1-2 years ### "Easy to use, lightweight, great support" May 27, 2022 5.0 Pros Managing opportunities and leads, tracking them through the sales cycle Cons Reporting limitations, visualizing forecasts and quotas. Review Source WT Wilma T. Area Sales Manager Plastics Used the software for: 2+ years ### "Pipeliner - CRM system" April 25, 2022 4.0 it serves as a customer base and new leads Pros the system is easy to use. All relevant data about customers can be entered. The info can be viewed / shared with colleagues Cons customers name has to be spelled correctly otherwise it is not found. The search option should be improved Review Source JM Jo M. Commercial Orders & Purchasing Specialist Construction Used the software for: 2+ years ### "Excellent CRM for reporting and tracking jobs" March 9, 2022 4.0 I have really enjoyed using this CRM. It is easy to understand and use. I do a lot of reporting and this function is very important to me. Pros The reporting and that it is easy to use Cons The limit on the size of a document you can upload and not being able to hover the mouse pointer over the “name” field to see the complete file name Review Source BE Bryan E. Sales Engineer & Engineer Support Construction Used the software for: 2+ years ### "A great tool for tracking lead creations" March 29, 2022 4.0 Pros The ability to see the progression of leads that have been created Cons It is frustrating at times not being able to hoover the mouse pointer over the “name” field to see the complete file name. Review Source JH Jamie H. Sales Engineer & Commercial Projects Construction Used the software for: 2+ years ### "Excellent CRM for managing contacts and sales pipelines" March 29, 2022 4.0 Pros Nice way for us to show our factories the progress we have made with selling their products Cons Not having the ability to use subfolders for uploading documents. Review Source JA JOSIAH A. Chief Marketing & Sales Officer Information Technology and Services Used the software for: 6-12 months ### "A game changer is in town!" June 29, 2019 5.0 My experience about Pipelinersales CRM, is amazingly engaging. I will recommend it for every sales operation that's aspiring to get organised for growth. Pros I am a well trained salesman and I have been selling various products and solutions for over 30years. I never came across an amazing game changing software like this, that can impact positively on sales operations. Do you want to move your sales to the next level? Try Pipelinersales CRM, your operations will never be the same again. Cons Considering a global market, the company should have a Customer care dept that will operate 24/7 a week. Review Source SO Silas O. Sales Consultant Marketing and Advertising Used the software for: Less than 6 months ### "Instant Visualization Simplified" July 7, 2019 5.0 As a sales consultant, I have had a lot of clients whose major challenge they have is managing their entire sales team and observing how each rep is managing his pipeline. Since I introduced Pipeliner CRM to them, they have experienced efficiency within their sales management process and an increase in the number of closed deals. For me and my clients, managing sales pipeline just became seamless with Pipeliner CRM. Pros Pipeliner CRM gives you an instant visualization of your entire sales process. This helps in making key decisions and managing sales reps. What I love about Pipeliner CRM is the fact that it was developed by sales experts to empower salespeople. Also, they have a strong philosophy on educating sales personnel on the job. Cons There is really no perfect CRM software out there in the market. Pipeliner is not the ULTIMATE CRM tool yet, but it is the best in the market and currently strives to be better by continuous improvements. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.