# Page 4 | Pipeliner CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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

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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/)

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Last updated March 13th, 2026

# Page 4 - Reviews of Pipeliner CRM

## Showing most helpful reviews

Showing 76-100 of 215 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

KR

Kristen R.  
Sales Enablement Manager  
Management Consulting  
Used the software for: 2+ years

### "Pipeliner is easy for adminstrators"

March 19, 2020

4.0

The sales team uses it to enter opportunities. I use it to pull reports and import contacts and accounts

Pros

User friendly and easy to train employees on

Cons

Syncing but that is not needed on the cloud version

Review Source

BP

Brandon P.  
Outside Sales  
Construction  
Used the software for: 2+ years

### "Very functional CRM for job tracking"

March 23, 2022

4.0

Pros

It is very easy to search and update jobs. The formatting is very functional, and reporting is quick and easy.

Cons

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

Review Source

TH

Tayden H.  
TM  
  
Used the software for: 2+ years

### "Excellent product and support "

June 5, 2018

4.0

Pros

I love the mobile app and computer interface. I like the automatic call log feature it makes it easy to keep and track info in an even more efficient manner.

Cons

Price. Although they are still in line with all the other competitive products. I t still seem expensive. especially if you have multiple users it really starts to add up quickly

Review Source

MD

Mark D.  
Outside Sales  
Construction  
Used the software for: 2+ years

### "Great CRM to show our factories how we work"

March 23, 2022

4.0

Pros

The reporting is easy and functional. Nice way for us to show our factories the progress we have made with selling their material

Cons

That you cannot upload files larger than 30MB. That some of the features are not in alphabetical order

Review Source

CE

Chukwujekwu E.  
Nigeria Sales Coordinator  
Textiles  
Used the software for: I used a free trial

### "Sales 2.0 and Sales 3.0 Integrated Technology "

June 29, 2019

5.0

Pipeliner CRM has an amazing technology that solves virtually the problems encountered with the traditional CRM’s - less sophisticated, self-responsibility, integration of sales, marketing and customer services.

Pros

Pipeliner CRM has an amazing visual simplification (cybernetics) that is designed to break down its operational complexities. This is far different from the traditional CRM’s. It’s user friendly; has the ability and capacity to store and present information to the user on offline mode - using Pipeliner CRM Hybrid. This helps and backs me up when I’m in an airplane mode or out-of-network area, and need to recall some information about my customer on a business meeting with me.

Cons

The navigation tools don’t have a description note to highlight what’s expected in that page without having to be trained or technically supported.

Review Source

Chris H.  
  
  
Used the software for: I used a free trial

### "Pipelinersales CRM"

April 29, 2016

5.0

We use Pipeliner for both customer management ad sales management and analytics. From a sales professionals point of view, the software is very easy to use with color and multiple layouts so they can choose how they would like to see their data.

Pros

1\. Simple and aesthetically appealing interface 2. Extensive analytics for sales professionals and all levels of management 3. Multiple pipelines allow for multiple sales processes in one database 4. Quick and knowledgeable support from pre-sales, set-up and tech support (if it is even needed) 5. Secure and stable - complies with EU safe harbor rules

Cons

Pipeliner gives you so many options to see your data, to analyze your data that you need to think strategically and do the customer set-up. Otherwise, one can loose track of time in the amount of data you can analyze.

Review Source

CA

Chijioke A.  
Sales Manager  
Professional Training & Coaching  
Used the software for: I used a free trial

### "Pipeliner CRM, the best Professional way to sell"

August 20, 2019

5.0

It has been a worthy experience. Basically, I am solving the problem of managing the efficiency of each sales rep in the sales process and encouraging them to build on it through effective sales cadence. It also helps the team members not to have a collision with regards to contacting same account by various members of the sales team.

Pros

The detailed process assists both the Sales Manager and Representatives to manage the whole sales process in a more professional way. A detailed Tech and Process that will ensure various sales reps do not contact or bother the same account which will eventually result to loosing the account. Also, a tech that provides detailed information about the strength and weakness of each sales rep, which will enable the manager to build on the strengths rather than focusing on improving on the weaknesses of the reps. It also helps the manager in evaluating various efforts put into the process by individual sales reps for adequate and deserved benefits for the reps. Finally, it give this assurance to sales reps that there is assistance at any stage of the sales process.

Cons

I dislike the possibility of the the technology chosen by the Sales Manager to cumbersome for sales reps.

Review Source

JB

Jonathan B.  
Area Sales Manager  
Plastics  
Used the software for: Less than 6 months

### "Recommended "

May 2, 2022

5.0

Pros

Easy to use software with intuitive use.

Cons

I would appreciate to see more visual options in reports.

Review Source

NS

Nikki S.  
Executive Recruiter  
  
Used the software for: 6-12 months

### "Amazing tool for small businesses! See for yourself!"

April 18, 2018

5.0

Excellent software, pricing is fair to just a bit higher but you get what you pay for in this case. I would highly recommend this product for sales professionals looking to build a client success platform that is customized and not so robotic looking.

Pros

This is a very visual software which shows you exactly what you need to know. There aren't a ton of spreadsheets, but there are visuals such as pictures that show you how you get from stage to stage in your process. This is an extremely intuitive and understandable software. It easily integrates with MS Outlook and many other social networks. Customer support is awesome and able to help right away with the few minor issues I have had.

Cons

Not many things to complain about. I wish there was a way to import contacts rather than manually entering them.

Review Source

AP

Alan P.  
COO  
Textiles  
Used the software for: 2+ years

### "Pipeliner works great for us"

May 17, 2021

5.0

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

Pros

Pipeliner has a great interface and the way they track opportunities is easy to follow. You can set up a separate pipeline for every type of opportunity or customer touch point you want to track.

Cons

Migrating to Cloud based was a little difficult and cumbersome

Reason for choosing Pipeliner CRM

We liked the interface better

Review Source

RF

Riccardo F.  
Business Process Manager  
Construction  
Used the software for: 1-2 years

### "Excellent for all types of companies"

February 9, 2018

4.0

Pros

Integrates with Outlook Easy to customize and great reporting Cloud-based and easy to install Fairly low cost

Cons

Subscription service only Does not integrate well with ERP software Technical support is not very helpful

Review Source

KS

Killian S.  
Customer Order Specialist  
Construction  
Used the software for: 2+ years

### "Great way to manage contacts"

March 16, 2022

4.0

Pros

That we are able to manage all of our contacts through it and how it merges with Outlook

Cons

That the contacts are not in alphabetical order in the “Primary Contact Name” and the “Primary Account Name”

Review Source

Chris H.  
  
  
Used the software for: 6-12 months

### "Sales Success with Pipeliner CRM"

July 8, 2015

5.0

Pros

Pipeliner CRM is quick to implement, learn and most important, easy to utilize. It leads to better communications within our sales team and keeps us squarely in-front of the right customers. Pipeliner CRM's team is customer focused with a drive to bring the best product for sales professionals to the market.

Cons

The robust management options are focused on helping manager's coach and improve their sales team's performance. However, there are so many options for managers that you need to take the time to learn how to run the reports. Everything is there, it is just not as simple to use as it is for the sales people (which is good because the sales people are the the reason for CRM in the first place).

Review Source

Monica L.  
Marketing Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "null"

December 14, 2016

3.0

Review Source

DR

Dustin R.  
Commercial Quotations  
Construction  
Used the software for: 6-12 months

### "A fantastic CRM for keeping track of our commercial jobs"

March 29, 2022

4.0

Pros

I just started using Pipeliner it is a very strong tool for our company. We use it to track all of our commercial projects

Cons

Not being able to add subfolders to the documents

Review Source

ES

Eric S.  
Sr. Electrical Engineer  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "Great Organizer"

February 14, 2017

5.0

I like the way Pipeliner keeps activities sorted, recorded, and displayed. It makes my tasks better organized so things don't get forgotten.

Pros

Task tracking

Cons

Minimal information on the task icons.

Review Source

Eva-Bettina G.  
Head of Operations  
  
Used the software for:

### "Pipeliner for a micro-company"

December 28, 2014

4.0

Pipeliner is a great management tool (e.g. clear structure and features, cool dashboard design, very helpful online manual ) ' for all company sizes. For a micro-company as we are, it's very easy and user-friendly because core-features are great and set-up is very simple. Pipeliner grows with your company's needs step by step. Hence, it's not overwhelming and complex from the start, as many other tools are. And that's great for a quick kick off and to work with the flow!! We use it for contact management as well as our sales and project pipeline.

Review Source

TE

Tim E.  
VP Sales and Marketing  
Electrical/Electronic Manufacturing  
Used the software for: 6-12 months

### "Sales Friendly CRM"

April 28, 2017

4.0

Pros

Pipeliner is an extremely visual tool and is not difficult to input from a sales perspective, this results in a higher level of engagement. The desktop version works rather well with the mobile application making it easy to stay connected to the program during the day.

Cons

There are a few linkage issues between the desktop version and the mobile app that still need to be worked out. The mapping feature on the desktop version is limited and needs to be improved.

Review Source

ES

Eric S.  
Customer Order Specialist  
Construction  
Used the software for: 2+ years

### "Very functional and easy to use "

March 16, 2022

4.0

Pros

The ability to create the detail screen into what works best for your company. It is easy to change fields and update them

Cons

Not being able to alphabetically sort in primary contact field

Review Source

SP

Stacie P.  
Sales Representative  
Transportation/Trucking/Railroad  
Used the software for: 6-12 months

### "pipeliner review "

March 9, 2022

4.0

Pros

activities feature and ability to mass mail and template features

Cons

still learning about features and how they all work

Review Source

JR

Jean-Clément R.  
  
  
Used the software for: 1-2 years

### "PipeLiner CRM"

April 17, 2016

5.0

Fantastic solution to have a clear view at any moment of the sales situation of your team. No need to ask your team to "prepare report", you can have any report you need, at 1 click. Meeting are now focused on action, not on "reporting". In future companies without CRM will not exist. It is a real tool which any company need. Even a 1 person company will improve productivity with PipeLiner.

Pros

Very easy tu use and configure. Fantastic ressources. No other CRM is so visual. Powerfull.

Cons

Phone call intengration, but it looks like they are working on it.

Review Source

DM

David M.  
Outside Sales  
Construction  
Used the software for: 2+ years

### "Pipeliner is an excellent CRM for job tracking"

March 29, 2022

4.0

Pros

It is very easy to use and allows us to direct our focus on closing commercial sales

Cons

Not being able to alphabetically sort in primary contact field

Review Source

AA

Achabeza A.  
Purchasing Officer  
Retail  
Used the software for: I used a free trial

### "How I got to know about CRM"

September 27, 2019

4.0

I would say my overall experience would be great. This is actually my introduction into CRM platforms and thanks to Pipeliner I have been educated on several aspects of sales especially managing your sales pipeline. Pipeliner is a sales tool I would recommend at the moment to anyone in sales or Business development.

Pros

With pipeline I think it's the best way to let you know how the sales funnel or sales pipeline function. This was my introduction into CRM platforms but this introduction has increased my confidence in handling not only sales but Business development activities ad these fields are very related. Being able to handle leads and opportunities based on their resourcefulness is a thumbs up for me. No more waste of time on leads or opportunities which won't lead to any good.

Cons

I can't really say what I dislike about it as this is my first experience with CRM platforms as a whole. I'm just getting to know Pipelner. But I think the trial period is too short. 15 days I think. I think a month would be better.

Review Source

JR

John R.  
Director of Sales  
Primary/Secondary Education  
Used the software for: 1-2 years

### "PipeLiner CRM - Amazing solution"

April 17, 2016

5.0

Pros

Fantastic solution to have a clear view at any moment of the sales situation of your team. No need to ask your team to "prepare report", you can have any report you need, at 1 click. Meeting are now focused on action, not on "reporting". In future companies without CRM will not exist. It is a real tool which any company need. Sales person love it. Even a 1 person company will improve productivity with PipeLiner. And it works offline! very good when you are on the road or internet is down: you still can work and everything is sync when you are on line again.

Cons

I really have no complains. The tool is very easy to use and powerfull.

Review Source

TW

Tyler W.  
Sales Manager  
Computer Software  
Used the software for: 6-12 months

### "Pipeliner: Headed in the right Direction"

July 9, 2015

4.5

Pros

The visual representation of the sales pipeline is an an incredibly useful feature that allows me to stay up-to-date on my current deals with nothing more than a quick glance. The Pipeliner team has been well above average in response times to technical issues and has often gone above and beyond the call of duty when correcting errors on both ends of the system.

Cons

The size of our database appeared to be a large struggle early in the relationship. The sheer amount of data slowed Pipeliner down to a state where it was difficult to use until the Pipeliner team made upgrades and our team went through an aggressive data cleanse. Our company has also built an API integration with Pipeliner that at times seems a little shaky, but that could certainly be our fault as much as theirs.

Review Source

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