# Page 2 | Pipeliner CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Pipeliner CRM the right CRM solution for you? Explore 215 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 (215) 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 March 13th, 2026 # Page 2 - Reviews of Pipeliner CRM ## Showing most helpful reviews Showing 26-50 of 215 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 Carla B. Head of Proposition Development Information Technology and Services Used the software for: 1-2 years ### "A very productive solution for companies looking for CRM." August 22, 2023 5.0 It’s really simple to use, with minimal configuration choices and a simple user interface. 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. Furthermore, any form of enhancement can be implemented without difficulty. 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. Pros I like Pipeliner because it makes job creation very simple and efficient. It also provides variable exclusive sales records for files since it retains all of the data, examines the assessment, and its procedures carried out at the time of sale. I also enjoy how I can design various pipelines for different purposes or uses, and the best part is how quickly I can create dynamic reports. I enjoy that I can attach various types of papers and add colleagues. I like how Pipeliner helps me see which clients I should prioritize and which I shouldn’t. Cons I am quite delighted with my campaigns; I just wish that when I use the search feature, it would give me some name recommendations, because it only works when the client’s name is spelled correctly, occasionally I get confused in the writing and don’t find it. Review Source BA Bonnie A. Consultant Construction Used the software for: 2+ years ### "Fast ROI, excellent UI, and low TCO. We picked the right CRM!" March 8, 2022 4.0 Pros Pipeliner has made complexity "simple". The total cost of ownership (TCO) is low because the admin portal is easily managed and customized by our team without expensive interaction with the provider. The User Interface is intuitive and visual. The drag and drop feature is fantastic. Cons Some of the features lack depth. Search results are not alphabetical order which is inefficient and frustrating. Our industry is document heavy and there is no folder management. Also, the system will not allow documents larger than 30MB. We are in the construction industry and not able to upload architectural plans. Bulk updates are designed around Primary Contacts and we have to manually re-link opportunities when a contact that was not Primary leaves their job. Sometimes that requires manually re-linking up to 500 opportunities. Review Source Kannan K. Founder & CEO Information Technology and Services Used the software for: 1-2 years ### "Pipeliner CRM - Customer Success Platform built on Principles by Sales Professionals for Sales Professionals" November 12, 2015 5.0 Salespeople are a rare breed. They love meeting and/or talking to customers all the time. For them, productivity is measured in terms of number of deals closed every month. They are the entrepreneurs within the organization. They think the company runs successfully because of them. And they are simply right. They have no time to do data entry. They simply do not have the time to follow cumbersome procedures. They want a CRM product that simply thinks like they do. And Pipeliner fits the bill perfectly. I am yet to see a product that is crafted for the Salespeople. As a salesperson, I am in love with Pipeliner, the CRM Software that made me fall in love with Sales again. Pros Ease of Use Integration with Apps that you use Visualization of Sales stages No expert skills required Lets you focus on the right leads at the right time Always available on the cloud and on your mobile devices \[Android, iOS apps\] - whether you are connected or not. Auto Syncing once you are connected. There are no multiple editions to choose from. Single edition and you get all the features at one low price. Over a 3 year period, you will pay 50% less than the popular cloud app \[that tries to do everything under the sun completely ignoring the very purpose with which the company was started or what their name means\]. Whereas Pipeliner is built for the Sales Force. To empower them in true sense. What's more? You would have achieved more sales than if you use the popular cloud app. And cultivated happy customers for life. Do you want more sales ? Do you want to manage your sales leads with utmost sophistication ? Do you want to make sure your sales people focus on the right clients at the right time ? Do you want to see your pipelines visually ? Do you want instant intelligence on everything about Sales at your fingertips ? Do you want your sales people to fall in love with Sales again ? The answer is "Pipeliner CRM". Go for it. You will NOT have any regrets. Cons Nothing whatsoever. I have no complaints at all. Review Source Sharry Karisa M. Wealth Patner Investment Management Used the software for: 1-2 years ### "A better CRM" November 24, 2021 5.0 I use Pipeliner CRM to build up my administration counseling and business training practice. Pipeliner CRM offers an exceptionally apparent and responsive method for following income age in your association. It contrasts from other CRMs altogether: the Pipeliner CRM client becomes astute rather than working basically as an information passage tech. The rich and exceptionally responsive interface of Pipeliner CRM furnishes the client with quick criticism on pipeline elements. Pipeliner CRM maneuvers every one of the information into one spot and makes it quickly open to the client and their groups. It outwardly supports what you are doing accurately in moving a lead through your business pipeline. Pros Pipeliner CRM gives information seeing choices. It has revealing choices whether graphical, mathematical and diagram like. The Mobile App has discourse to-text and text-to-discourse AI usefulness for voice note update as opposed to composing. It assists us with catching leads from anyplace. It has its own versatile application, and a business card scanner is simply marvelous. Reasonable. Cons Our coordination from Salesforce.com was somewhat difficult and we encountered some lethargic velocities, yet a lot of that was because of the huge number of records we were acquiring. Furthermore, we didn't employ Pipeliner backing to help us. We did it all alone. Those issues have all been settled. Review Source PK Paul K. Marketing Manager Used the software for: 2+ years ### "Recommended. Not the most intuitive to use, but powerful and customisable." August 30, 2017 5.0 Pros The overall experience of signing up and installing the client software is good and we have had no technical issues. Customer support is good and documentation is available for using and customising the interface. For example we wanted to add a margin value field to each qualified opportunity and although this was not a default field it was easy to find instructions as how to do it. The new field is calculated and can be used for graphs and reports so we can see relative margins against project values. Pipeliner lets you run more than one pipeline and we have two, one for new sales and one for existing customer development. This makes it easier for sales team to keep their workload balanced between the two activities. The management reports feature is extremely useful and enables our directors to quickly see how the sales team are progressing in terms of wins, losses, potential and actual sales. Cons Our directors want to encourage the sales team to add follow up actions after events. Unfortunately, you cannot add a telephone call or email as the follow up to a meeting. We have posted it as a feature request, but it is a surprising and pretty pointless limitation. Who wouldn't follow up a meeting with a phone call? It would also be nice if the pipelines could be colour coded as it can be difficult to know which one you are working in. Our only caveat is that should your internet connection fail and you carry on working, the 'auto-synch failure' alert is very small and easily overlooked. If you have to reboot the PC to solve the internet connection you will lose all the work added after the synch failure. We would like Pipeliner to auto-backup client data to the client PC which could be restored in the event of a synch failure. Review Source II Isaac I. Regional Sales Manager Information Technology and Services Used the software for: 1-2 years ### "A Top Notch Customer Relationship Management Tool." March 12, 2021 5.0 I have used Pipeliner CRM and I can tell you that its worth the value of your money! Pros It has top notch Graphic User Interface with Seamless ability to Integrate with other applications. Its also easy to navigate. Cons Its only a CRM tool.I wish the producers can make other competing softwares aside the CRM Key features it has. Reason for choosing Pipeliner CRM Pipeliner is also cost effective and user friendly with very nice graphic reporting tools that makes me want to check my CRM everyday. Review Source WR Winston R. Business Development Manager Telecommunications Used the software for: 2+ years ### "Simply the best CRM " May 28, 2021 5.0 Having a 360 view of the customer and allowing us to engage with our customers in a more powerful way. We now have greater insights as to our customers preferences , buying patterns, etc which have allowed us to be more strategic and provide a more individualized offering to each customer. Pros I tried other CRM like MS Dynamics etc, and you need a full-time IT staff to install and manage, which as a small business, we cannot afford. Pipeliner is packed with features up and running in a few hours instead of days. The user interface is very visual and easily customizable with various views along with the drag and drop feature within the Opportunity Pipeliner. The software is constantly being updated wtih new and powerful features which has really added immense value to our business. We have recenly integrated Pipeliner iwth our Accounting software and it has been great. Additionally their support staff are very quick to respond and resolve any issues that may arise. Overall Pipeliner is very easy to use but packs a whole lot of powerful features Cons Very happy so far with Pipeliner CRM so nothing to write here. Reason for choosing Pipeliner CRM Easy to configure, easy to use, very visual. Review Source Felipe L. Ceo Consumer Services Used the software for: 6-12 months ### "Ótimo " May 1, 2023 5.0 Tive uma experiência incrível com esse CRM na captura de leeds e os clientes gostaram da ferramenta Pros Ótimo Crm para captura de leds e informações sobre os futuros clientes . Interface bem amigável e limpa. Cons As vezes o servidor é pouco lento e isso se torna um problema devido a lentidão em salvar um leed. Review Source RK Robert K. President Food & Beverages Used the software for: 2+ years ### "Pipeliner CRM - Powerful and Flexible" January 12, 2020 5.0 Pros Pipeliner CRM system is very visual and easy to navigate. The visual Pipeliner makes it easy to track and manage the different stages of your project pipelines! The Navigator feature gives an instant visual update on what indicators are lagging and progress vs sales targets. Cons There is not much to dislike with this software. Initial set up can take a little effort (no more that others), but once complete little effort is required to maintain and use this program. Alternatives considered [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) Switched from [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) Pipeliner requires less administrative effort and the visual interface gives instant update on progress vs goals. Review Source AS Amanda S. LIDER COMERCIAL Facilities Services Used the software for: 1-2 years ### "Completa excelente " May 12, 2023 5.0 Pros Uma ferramenta completa com todos as funcionalidade necessárias . Cons Grande dificuldade nas açoes do sistema mais nada que impeça de ser uma ferramenta de grande qualidade Review Source LT Logan T. Manager - Client Success Industrial Automation Used the software for: 1-2 years ### "Flexible and easy to use" May 25, 2022 5.0 Overall it has been an excellent experience. The Support team is incredibly helpful and the software is easy to learn Pros the flexibility is the best feature of Pipeliner CRM. It is easy to modify and adjust as business needs change Cons Products and Categories flexibility is still being improved. Some improved report and graphical data representations would be nice Reason for choosing Pipeliner CRM cost, flexibility, ease of use Review Source JH Jason H. BDM Logistics and Supply Chain Used the software for: 6-12 months ### "Pipeliner review" March 7, 2022 4.0 its been excellent a wonderful experience overall! Pros the software allows you to keep track of your success. Cons maybe you can make it less steps in the process when entering a client for the first time Review Source VR Verified Reviewer Founder Information Technology and Services Used the software for: Less than 6 months ### "Amazing Lead Management CRM" November 3, 2022 5.0 It is worth to test out Pipeliner, if you need lead management with powerful features and a lot of customization options. Pros The easy way to move your leads across your pipe, the powerful filtering features make Pipeline an excellent tool for each lead manager. Cons I was missing some integrations when I used Pipeline but I see now they are available. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Pipeliner CRM I chose Pipeliner because it was looking the most suitable option for my business, but I have switched later. Review Source JP John P. Manager Defense & Space Used the software for: 2+ years ### "PL is great" August 20, 2020 5.0 Pros Easy to set up and use. Quoting feature is great. Cons Nothing. There is nothing to dislike. It's good. Switched from [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) Sugar didn't have a way to generate quotes. Review Source KV Kai V. Manager Business Development & Sales Logistics and Supply Chain Used the software for: 6-12 months ### "Pipeliner Experience" March 7, 2022 5.0 It gives a quick overview about my sales status and where to improve. Pros It is an easy to use software that gives a quick overview about sales status and development Cons The graphic function for reports could be improved. Reason for choosing Pipeliner CRM Easy to use with with a lot of information and data analysis options Review Source JRC Jeferson Rafael C. consultor comercial Machinery Used the software for: 2+ years ### "Avaliação Pipeliner CRM " January 26, 2023 5.0 Em geral de fácil utilização , prático e eficiente . Trás bons resultados de gestão. Pros É software de gestão de planejamento integrado, de boas precisões , controles estratégicos para o funil de venda. Sua forma de apresentação e satisfatória. Cons Quando e exportado os gráfico deveria ser mais explicativo . Review Source JB Joel B. Administrative Secretary Consumer Electronics Used the software for: 6-12 months ### "What You Can Expect from Pipeliner CRM" February 11, 2023 5.0 It is one of the best CRM software in terms of visualization Pros The interface for both their web app and mobile app is completely visualized which makes it easy to understand the information at a glance. Cons The generated reports should have a forecast that can tell me what industry CRM tips to implore. Review Source GP Gerald P. Business Development Manager Mechanical or Industrial Engineering Used the software for: 1-2 years ### "Most User Friendly CRM" October 17, 2019 4.0 Pipeliner CRM system helps with easy collection and efficient qualification of leads into opportunities.It also helps with ensuring collaboration through its buying center feature which shows everyone with influence in the buying decision. The war room feature helps focus the team on the activities required to close the most important deals efficiently. Pros Pipeliner CRM system is visual in nature which makes it easy to navigate from one section or component to another such as from leads to opportunities, or even within the same component .I also like the inclusion of leading indicators which make it possible to simulate future team performance if the team continues on the same track. Cons Pipeliner CRM system is generally a good software but they could improve on making it easier to add notes when creating leads for additional things to consider along the sales processes to ensure the sale is concluded in a timely manner. Review Source AA Andrew A. Client Success Industrial Automation Used the software for: 2+ years ### "Powerful CRM Tool" May 23, 2022 5.0 Provides company-wide visibility into Account information and history in order to provide our Accounts a better experience. Establish clear Ownership, Action items, and Next Steps to Accounts, Contacts, and Opportunities. Provide a clear method to triage new Website and other external leads and integrate them into the Sales Workflow. Pros Very intuitive interface for account, contact, and opportunity tracking. Powerful API for interfacing with our ERP system. Responsive to feature and issue requests. Cons Billing can be unclear as to which features are included for which user levels. Have hit barriers with the reporting tool. Review Source CN Charles N. PRO Mining & Metals Used the software for: Less than 6 months ### "The Best CRM Software in Town" September 25, 2019 5.0 Pipeliner CRM is a software that I have used for my business over a period of time, and I can testify that it is quite easy and cheaper to use than other softwares for CRM. The quality and durability is immeasurable and very refined. It can track and save lead information that can help you generate sales. Pros I like almost everything about CRM Pipeliner, but I love it mostly because it's easy to use, and its quality is unquantifiable. So, Pipeliner CRM is the kind of CRM that I recommend for anyone who wishes to be successful in his sales activities and digital marketing in general. Cons What I like least about the Pipeliner CRM is the clip tool that enables user to save lead generated from the internet websites. Alternatives considered [Neon CRM](https://www.capterra.com/p/102088/NeonCRM/) Reason for choosing Pipeliner CRM Because it has many quality tools that can make work easier and cheaper. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) I made the switch because Pipeliner is of great quality than every other CRM. There are many tools available in Pipeliner, which are very easy to use that are not in other CRM. Review Source BG Bill G. Inside Sales Technical Support Construction Used the software for: 2+ years ### "Pipeliner tech support quickly responds to open tickets" March 9, 2022 4.0 Pros When we opens tickets, Pipeliner tech support immediately responds. We are in Pipeliner all day tracking sales, adding opportunities, managing contacts and accounts. I provide technical support for our customers and appreciate the excellent support that Pipeliner provides for it's customers. Cons When problems arise, especially in web-based software, is can shut us down. Occasionally Pipeliner will freeze or respond extremely slowly. When we contact technical support, they usually reply that they are working on their servers. Review Source BS Bob S. Inside Sales/Commercial Quotes Construction Used the software for: 2+ years ### "Easy CRM to use and for quick job searching" March 16, 2022 4.0 Pros Job search feature and the ability to upload emails to documents. Has allowed us to track our jobs better Cons Document file size is too small. Calendar invite feature is spotty it will sometimes drop people off and not send the email. Review Source JR John R. VP Sales Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Great tool for manufacturer's CRM" May 17, 2021 5.0 Excellent tool for our small sales team. Online program stays always updated. Pros Multi-platform availability. Ease of use for new non-computers oriented users. Mulitple ways to enter key information. Cons Need to re-login regularly. Seems to time-out on the web page even when still using it. Review Source NKM Nana Kwame M. Teaching Assistant Education Management Used the software for: Less than 6 months ### "A great CRM for Medium to Large Scale Businesses" March 1, 2023 4.0 I get exact and specific sales analytics and I can easily track the sales performance to make sure we are on the right path. Pros It was not hard to get my head around Pipeliner CRM. After a few hours of usage, you would think I was a pro. Navigation is also super easy. Cons I wish we could integrate more third party add-ons onto the CRM and this is a huge disadvantage for us. Review Source Similar Products Featured