Forecasting

Forecasting

Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.

Forecasting2025-08-04T08:49:26+00:00

Opportunity Fitness

Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.

Opportunity Fitness2025-07-09T12:29:43+00:00

Audit

Users with access to the Audit Log get to see a log of all the changes made in the Admin module over time and can filter by Date, User, and Category

Audit2024-04-04T08:01:25+00:00

Currencies

Enable multiple currencies in Pipeliner CRM

Currencies2024-04-04T07:58:59+00:00

Fields and Forms

Pipeliner offers the most comprehensive field and form customization.

Fields and Forms2024-04-04T08:01:11+00:00

Feeds

View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them

Feeds2024-04-04T07:58:32+00:00

Web Clipper

Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner

Web Clipper2024-04-04T07:57:02+00:00

Custom Views

The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.

Custom Views2024-04-04T10:19:48+00:00