# Page 5 | Pipeliner CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - 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 5 - Reviews of Pipeliner CRM ## Showing most helpful reviews Showing 101-125 of 215 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Lauren R. Client Relations Manager Marketing and Advertising Used the software for: ### "Haven't found any cons yet!" September 24, 2014 5.0 Pipeliner has helped and guided our sales process immensely. We've narrowed down bottle necks and really improved our sales process. We now know when potential new clients are dropping off so we can better focus on steps more important to the client's integration experience. Pros Layout of the pipeline, velocity to know how long potential clients are in each step, email integration Cons Haven't found any cons yet! Review Source AL Allison L. CRM Manager Computer Software Used the software for: 1-2 years ### "Pleasent discovery" November 29, 2017 5.0 Pros It's visual Easy to use not to mention easy to customize! Easy to teach others Excellent Pipeliner tech support Cons With Pipeliner updates happening, one needs to close Outlook, Word and Skype which can be annoying at times. Review Source Karen C. Computer Hardware Used the software for: ### "Easy to use and good customer support! " May 4, 2015 5.0 I use Pipeliner to manage my sales and partner channel pipeline. I have used many other CRM's in the past and I feel Pipeliner is just as easy to use or even easier and has all the functionality of the larger players. Pros I have been very impressed with the Pipeliner customer support. They have been very responsive when I have questions and have good follow up. They truly seem to care. Review Source OB Olufemi B. Effectiveness & Training Consultant Telecommunications Used the software for: Less than 6 months ### "Pipeliner CRM: A Top Notch Contemporary Sales Tool" July 8, 2019 4.0 Pipeliner CRM is a fantastic sales-tech built on the principle of simplicity with user friendly dashboard and quick navigation. It is very flexible and adaptive by design which makes it stands out. A sales tool designed to provides total and instant visual insights into sales activities for prompt decision making and collaborations among sales professionals. Pros Instant visual insights into sales activities, easy to administer, quick navigation, simplicity and adaptive by design for seamless future integration.. Cons Self implementation that might sometime require certain level of specialized skills Review Source MM Matt M. President Management Consulting Used the software for: 2+ years ### "Easy, Visual CRM with lots of configurability" December 1, 2017 5.0 I like how the Pipeliner team has consistently added functionality that makes the experience for a sales user more valuable over time. With other CRMs I've used, updates don't always make the experience for a user like me better. Pros I like the visual pipeline and the ease with which I can update and improve milestones in my sales process. Cons Not as many plug-ins or easy integrations with other apps like Salesforce, but we don't really need those things. Review Source OA Owen A. Computer Software Used the software for: 1-2 years ### "Brilliantly simple, hugely powerful and a perfect fit. " July 7, 2015 4.0 Pros Pipeliner has evidently been designed by Sales people who thoroughly understand sales process, sales people and what the business needs to see and understand in order to operate effectively. It is a rare thing to find software you can "grow into" and that can actually help you as you mature your sales model. It is intuitive, flexible and excellent value for money. Cons There's not a lot to dislike. It's a relatively new platform so there are the occasional bug or glitch but they are hugely responsive and the development roadmap seems to move at a pace with the market demand. Review Source LG Lori G. Vice President Computer Software Used the software for: Less than 6 months ### "PipelinerCRM - a CRM for today's sales rep" May 1, 2015 5.0 Pros Pipeliner is our primary CRM for our sales and client success team. We moved from Salesforce.com to Pipeliner as a cost savings as well as looking for a tool that had a more progressive feature set. Of specific interest to us was the visual user interface of the opportunity pipeline and the social media integrations. LinkedIN and other social integrations, the pipeline opportunity view, ability to build custom reports using any filter setting. The Pipeliner team from the CEO, to support, to marketing has been fantastic to deal with. They care about the success of their customers. Cons Our integration from Salesforce.com was a little challenging and we experienced some slow speeds, but much of that was due to the large number of records we were bringing in. In addition, we did not hire Pipeliner support to help us. We did it on our own. Those issues have all been resolved. Review Source mP mbuniya P. freelance Civil Engineering Used the software for: 6-12 months ### "Outstanding experience" September 19, 2019 5.0 i like it because with it, I have a good knowledge Pros Outstanding features as to use it is always nice Cons It at times request alot of updates which so sophiticated Review Source VR Verified Reviewer Wholesale Used the software for: ### "Awesome CRM that is making life so much easier." December 18, 2014 5.0 It's Simple - Pipeliner rocks. Our business doubled the very first month we put pipeliner to use! Every deal is now kept up with which allows my sales guys to flow seamlessly through each step of the closing process. The best part is - we haven't even released this thing to its full potential! Again - I definitely recommend. Pros Everything about it Cons haven't found any Review Source EO EZEKIEL O. BUSINESS DEVELOPMENT MANAGER Animation Used the software for: 6-12 months ### "Smooth communication, smooth talk" October 15, 2020 5.0 I had an awesome experience and i will choose it over and over Pros The features of the application was really awesome , it gives me an accurate update and how to schedule conversation with clients Cons Nothing much, the offer free trial which i think is best for any startup to use or train their employees Review Source IM Isaac M. Business Development Manager Broadcast Media Used the software for: I used a free trial ### "Pipeliner an excellent tool to manage your business" September 16, 2019 5.0 Great experience, the more I know about the product the more I realize how useful the product is. Pros Pipeliner is an integrated CRM system, that effectively allows you to not only navigate across different platforms but also assist you in managing your leads and offices better, effectively and faster. The system is user-friendly and design to save time. Cons You do not have enough privacy of your leads within the organization. Everyone can see what you working on. Reason for choosing Pipeliner CRM I am on a trial training Review Source CW Craig W. CEO Management Consulting Used the software for: Less than 6 months ### "Pipeliner CRM: What Your Sales Reps and Sales Managers Really Want" April 18, 2016 5.0 Pros Simple yet flexible and powerful. Keeps everyone focused on one thing: moving deals through the sales pipeline according to the sales plan. Powerful forecasting, reporting, and data visualization tools make Pipeliner as much of a sales BI tool as it is a sales-focused CRM tool. Cons It would great if it offered native email marketing features, but Pipeliner does integrate with multiple email marketing, marketing automation and hundreds of other popular products using pre-packaged connectors and services like Zappier. Plus, a full featured API is available if a pre-packaged integration is not available or does not offer all of the functionality needed. So Pipeliner essentially "plugs into" whatever technology you are already using which allows you to give sales reps and sales managers the best tool for generating revenue and growing sales. Review Source JI JEREMIAH I. MANAGING DIRECTOR Information Technology and Services Used the software for: I used a free trial ### "EXCEPTIONAL PIPELINER CRM" October 8, 2019 5.0 Product design and modification, Product pricing, Promotion mix, Selection of channels of distribution, Maintaining dealer relationships. Pros Data entry can be automated, Allows for easier collaboration and potential to add revenue Cons Burdensome data entry, can be costly and Focused on the wrong person Alternatives considered [Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Review Source Peter B. Owner Marketing and Advertising Used the software for: I used a free trial ### "Pipeliner CRM" April 16, 2016 5.0 I'm using pipeliner to follow up on leads and opportunities with existing and new customers. We have used many crm apps in the past but none is so easy to use as pipeliner. We use multiple sales funnels because some pipelines can be complex. We even set-up an after-sales funnel. Reporting is so easy to use. Pros super easy to use can handle complex and multiple sales funnels integrates with our web site and common apps like outlook Cons on our macs it does not integrate with outlook the mobile app is rather limited Review Source RD Ray D. Inside Sales Construction Used the software for: 2+ years ### "Pipeliner is a very powerful CRM. Allows us to focus on closing sales" March 23, 2022 4.0 Pros It allows us to track the progress of our jobs and manage the succession of each one. Cons Calendar invites do not always work, and you have to resend the invite several times before it will go through. Review Source RT Randy T. CEO Management Consulting Used the software for: 1-2 years ### "Pipeliner CRM - Focus on your sales funnel and production" July 11, 2015 4.5 Pros A flexible and easy to learn product for my customer users to truly use. The vendor provides many learning tools for end-users. Cons Not a large community to share ideas at this point but growing daily. Most GREAT CRM's have an active community which assists in extending the capabilities and ideas for success. Review Source NN Nsamwa N. SalesAgent Accounting Used the software for: I used a free trial ### "Data visualization and easy Customization" October 18, 2019 5.0 Developing teams: pipeliner can assist in developing a sales team by evaluating their strengths and weakness. Opportunities can be labeled as to their fitness such labeling allows sales people to stay focused on the right deals and they are not side tracked. Pipeliner consist of the right combination of tools, task , people process and data. The right CRM solution today is Pipeliner CRM without it you are lost Pros Pipeliner CRM works for both on line and offline to enable salespeople to stay on top of the business even when you do not have WiFi plus the navigator shows you how are tracking against target. Pipeliner is most visual CRM on market today and infact offers 5 different visualization of opportunities and easy to customize within hours. Cons It works only where there is technology like in urban areas and the people in rural areas are disadvantaged to more efficient and effective sales Review Source Jon T. Owner Used the software for: ### "Easy to Use, Saves Time" December 19, 2014 5.0 I sued to use Excel for tracking my customer relations, but it was very time-consuming. Pipeliner lets me see all my customers at a glance, move them along the sales pipeline with a drag-and-drop interface, and lets me easily connect social media profiles to all of my contacts. Recommended. Review Source ASRN Arne Sigurd Rognan N. CEO Management Consulting Used the software for: 6-12 months ### "Very good CRM" April 16, 2016 4.5 Pros Its ease of use, its visuality, its graphics and its suggestion for next move to close opportunity. It is very unlike most other traditional CRM I have tried - which is many. It brings a new way of thinking into sales and CRM. Cons It should integrate with iCal and not only Google Calender. It should also have possibilty for mail templates with my own predfined texts for easy standard response mails - and also more possibilites for mass mailing. Review Source JN Jim N. Chief Sales Officer Marketing and Advertising Used the software for: 1-2 years ### "The Best" November 11, 2015 5.0 I've worked with dozens of CRM systems, Pipeliner is hands down the best. I use it one a daily basis and it does everything I need it to with ease and speed. Pros Available as an app, easy to use, pairs with many web services and it is quick. Cons None come to mind at the moment. The system isn't perfect, but it's close to it. Review Source AR Alessandro R. CEO Insurance Used the software for: 1-2 years ### "Best CRM for companies offering services to B4BTOC" April 17, 2016 5.0 Pros Best Visual Sales pipeline and easy customisation. We used the CRM now since more than 1 year and we accelerate our sales up to 40% from our older solution Cons No integrated email solution. We need to use all the time outlook, and we cannot import files from pipeliner. Review Source vP violet P. . Computer Software Used the software for: I used a free trial ### "excellent tool for business" October 14, 2019 5.0 Pros it is easier to use,an overall experience of installing this software is very good and had no issues when installing ,its helpful in the integration of the outlook and stay connected with other several social networks,this software let you run more than one pipeline making it more easier for sales team to balance workloads. Cons well satisfied customer henceforth no complaints. Review Source WA Wills A. project manager Computer Software Used the software for: Less than 6 months ### "An experiences worth experiencing" August 28, 2019 5.0 Pros its simplicity, easy to use platform and most importantly control. Pipeliner CRM allows you to control how you want to display your data. No other system allows such flexibility Cons not much, so far everything seems good from the display. my only concern is that it has too many information display, which many wouldn't see as a problem Reason for choosing Pipeliner CRM at first, it was its simplicity Review Source EA Emeka A. Sales Consultant Information Technology and Services Used the software for: I used a free trial ### "Enable Sales Team " July 8, 2019 5.0 Pros The dynamic virtualization of the Pipeline, process and activities and it complete virtual contact management while the in built AI provide alert and intelligent insight. Pipeliner make salesperson focus on their revenue and target and the most high priority activities Cons No need for external technical personnel, No programmers, No System integrator Review Source David W. Vice President of Business Development Used the software for: ### "A very Visual and Visionary Sales CRM" April 3, 2015 5.0 I use it for my business and recommend it to my clients. Very forward looking; changing the playing field for Sales CRMs Pros Sales person friendly Intuitive Cons Have not encountered any yet Review Source Similar Products Featured