# Page 3 | Pipeliner CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 3 - Reviews of Pipeliner CRM ## Showing most helpful reviews Showing 51-75 of 215 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use CH Chris H. Director Industrial Automation Used the software for: 1-2 years ### "Pipeliner CRM Review" May 24, 2022 4.0 Pros Pipeliner CRM has a very intuitive user interface. Cons The reporting is not intuitive as I would like. Review Source VR Verified Reviewer Partnerships Manager Used the software for: 6-12 months ### "Best CRM Onboarding experience" April 11, 2018 5.0 increased dealflow and accelerated deal velocity Pros they gave me exceptional customer support as part of my free trial, very helpful explained how it works and how it would help me manage my sales workflow Cons it wasn't clear to me what the advantage was in leveraging their tool vs any other. while it works great there isn't anything unique aside from the service Review Source KH Kevin H. Senior Software Engineer Computer Software Used the software for: 1-2 years ### "It is extremely simple to utilize!" March 21, 2022 5.0 Pros It is extremely simple to utilize and you can likewise roll out any improvements to your pipeline without having any issues. They likewise have an exceptionally appealing UI awesome designs that will make you generally lean toward Pipeliner. Cons The help group should run after paying attention to the client needs and tending to them properly with the goal that they can guarantee a smooth encounter for their clients all through their use of the stage. Review Source HL Haba L. Content Manager Newspapers Used the software for: Less than 6 months ### "Powerful CRM" March 5, 2024 5.0 Pros This app was very easy to setup and start using it. Nice UX and intuitive design. Cons For the price it would be nice for some extra features and functions. Review Source Response from Pipeliner March 20, 2024 Thank you for taking the time to provide a review of Pipeliner CRM. Pipeliner was designed to be intuitive with an interface that people enjoy using, so I am glad to see that is your own experience. As for features and functions, Pipeliner does come in 4 different versions so you can pick the version that provides the features that you value most. In addition, many features are available as a la carte options. Also know that many of the great features you see in Pipeliner are the result of suggestions from our clients, so don't be shy. Let us know what additional features you are most interested in. Regards, Don Araldi EVP, Sales SB Sarah B. Sr Sales and Growth Analyst Information Technology and Services Used the software for: I used a free trial ### "LCG Inc" August 20, 2021 5.0 We are using it for Pipeline and Contact Management. Pros The analytics and built in report generation are top notch. CRMs should be able to spit out reports based on your data. Pipeliner does, and in a way that is easily digestible. Cons The only thing I'd like to see them be able to do is spit out slides...but it wasn't a deal breaker. Alternatives considered [FreeAgent](https://www.capterra.com/p/122008/FreeAgent/)[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Reason for choosing Pipeliner CRM Don Araldi was top notch and is really the reason we went with Pipeliner. Review Source GF Geoff F. Marketing Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Pipeliner" May 24, 2022 3.0 Pros It is the CRM our company uses. Helps us manage leads, opportunities and pipeline. Cons Requires additional support just to allow system to provide valid data for number of leads inputted and date inputted. Review Source DS Daniel S. Managing Director Center for Sales Leadership Education Management Used the software for: 2+ years ### "CRM Review " October 16, 2019 5.0 Excellent system easy to use implement and is very effective Pros Handling opportunities (click and drag). Targeted values, and sales velocity features Cons Difficulty deleting unwanted opportunities Switched from [Salesforce Revenue Cloud](https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/) Comparison 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 VR Verified Reviewer Devloper Information Technology and Services Used the software for: 6-12 months ### "Transform your sales pipeline with Pipeliner CRM" February 8, 2023 4.0 Pros I'm completely sold on Pipeliner CRM. Since we implemented it in our company, it has completely transformed the way we manage our sales pipeline. It's intuitive and easy to use, so even non-tech savvy staff can quickly get up to speed with it. Highly recommended! Cons I have not encountered any drawbacks for this tool yet. Review Source TW Tim W. Vice President Textiles Used the software for: 2+ years ### "The Best CRM on the market" July 10, 2020 5.0 Pros The visual features of Pipeliner make it so easy to use. Color codes, flags and steps make managing the pipeline easy. Cons Setting up the initial space for our team was a learning process. but once that was done the rest has been a breeze. Reason for choosing Pipeliner CRM The new cloud version of the application make the pipeline more easily accessible to our users. 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 JT John T. Owner Management Consulting Used the software for: 2+ years ### "If you will like the process of selling then you'll love pipeliner." April 18, 2016 5.0 Pros Billed as the world's most visual CRM, pipeliner is a sales system designed by salespeople - for sales people focused on achieving sales. The system works, work the system. I invested over three days last year downloading CRM demos, getting CRM demo logins, and being evermore frustrated by what I found. Most of the CRM is logged that were immediately dismissed as to fiddly and bitty. Have you ever tried to use a database created by someone who has never sold anything? Exactly. I wish I found pipeliner first. I could have made some sales with the extra 2 3/4 days… Cons This product is constantly being improved. This may make some people uncomfortable as a new features aren't being added every couple of weeks. 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 MM Maziar M. BDM Transportation/Trucking/Railroad Used the software for: 6-12 months ### "My Experience with PIPLINER" March 10, 2022 4.0 I would give it an 80 out of 100 Pros Good futures not really designed for Transportation Industry specially for forecasting Cons Not very friendly user 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 BH Bob H. Sr. Director IT Consumer Goods Used the software for: 1-2 years ### "Good CRM and Opportunity Solution " May 23, 2022 4.0 From an IT perspective the product is built well, responsive, and feature rich. Pros Very well designed. All web based and can be easily customized. Cons Automatizer should be included in base product. SSO/Active Directory isnt really integrated well into the permissions and access control. Switched from [OpenCRM](https://www.capterra.com/p/129881/OpenCRM/) Wanted more pipeline features and opportunity tracking. Review Source VH Veronica H. Sr Director Sales Ops Management Consulting Used the software for: 2+ years ### "Intuitive for Admins" March 26, 2020 4.0 We use Pipeliner to streamline our sales process within accounts, contacts, and opportunities. Pros Pipeliner has made the system intuitive for admins and easy for users, this helps with adoption. Cons Pipeliner doesn't have the same level of customization ability as other CRM's out of the box. 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 Eric L. D. Management Consulting Used the software for: 6-12 months ### "Best Value Business Tool" November 11, 2015 5.0 Pipeliner provides all the features every seller and sales manager needs and can use. The entire system is designed with the user in mind; from compelling graphics to ease of customization and access to multiple performance analytics. Pros Online and offline accessibility on multiple devices, Inviting and intuitive GUI, automatic synchronization local to cloud, ability to add images and documents, social media access, multiple dashboards and pipelines, content-rich tutorials and user guides - and super responsive customer support. Cons Myriad of options, pull downs and filters take some time to master. Review Source Lynn B. CEO Management Consulting Used the software for: Less than 6 months ### "Fantastic sales management software!!!" November 25, 2015 5.0 We have been using Pipeliner for a couple of months now and it is light years ahead of the competition. It is incredibly easy to use, all of our sales team has adopted it and I have a better understanding of our sales pipeline that ever before. As a company that is experiencing rapid growth Pipeliner is a critical part of our management infrastructure. Our sales ops guys have received outstanding support on any issues that we have had and as a company that sells cloud software and professional services it is refreshing to see how well this company is managed. I am actually really excited to attend our weekly sales reviews as they are now focused on action not reporting!!! If you are a company of any size and dropping tons of money on expensive CRM tools and not seeing the results, Pipeliner CRM is for you!! Pros Ease of use, visual interface, & widespread sales personnel adoption, great response times for any issue. Cons Some small administration issues. Nothing major and most of what we have given feedback on is already on the product roadmap for the next release. Review Source VR Verified Reviewer Cloud Solutions Business Developer ☁ Zoho ☁ Freshdesk ☁ Pipeliner ☁ Google Apps ☁ Internet Used the software for: 6-12 months ### "I RECOMMEND PIPELINER" May 26, 2016 5.0 The relationship between contacts, accounts, related accounts is fantastic and with Pipeliner I can see everything in one place. It is not overwhelming and complex from the start as many other tools are and it is simple to track your sales opportunities, make reports and forecasts. it is really user-friendly and the drag and drop function is really useful. Feeds module help the company to improve team collaboration and social media sync help your sale agents to know better consumer. Pros really helpful to track your opportunities and close more deals Cons maybe the price was a little bit hight but now they're doing better Review Source SC Steve C. Business Development Manager Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Keeping Track of your work." March 9, 2022 3.0 It shows management what accounts I am working on. Pros Keeping track of opportunities, seeing what you have on the go. Cons Like anything new you have to practice to get to know it. I have used other CRM so I had some experience with it. 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 AM Anita M. Area Sales Manager Packaging and Containers Used the software for: 2+ years ### "review" May 18, 2022 3.0 Pros The software gives a quick and good overview about the activities Cons The uploading and downloading of documents was easier in the past - taking less time Review Source CC Charity C. Consultant Human Resources Used the software for: I used a free trial ### "My Pipeliner Journey" November 4, 2019 5.0 Well, my overall experience with pipeliner so far has been excellent and fulfilling. I have been able to learn so much about sales, how this tool can work for the benefit of salespeople. I will be very much happy to recommend it to anyone. I am very happy that I was given this opportunity to learn more about selling and how the pipeliner CRM tool can enhance selling skills. Pros I like that I can connect my personal email accounts to the pipeliner CRM Cloud so that I can easily have my contacts. I also like that there is a mobile app, that allows you to be updated with everything happening on the cloud. Even when you are away from your computer. Cons What I least liked was that the trial was not very clear. I was not sure if I was supposed to add my own clients or just to use the ones that were provided. when I quired I did not get the response. The other thing is that my mobile app gives me challenges to syncronize at times. Review Source Similar Products Featured