Start Your Free Pipeliner CRM Trial Today!

Start Your Free Pipeliner CRM Trial Today!

Included

Unlimited Access to All Features including Mobile  
Full Offline Capability  

Management

Accounts Management  
Contacts Management  
Leads Management  
Opportunities Management  
Accounts, Contacts, Leads, Opportunities Unlimited
Pipeline & Archive Management  
Tasks Management  
Appointments Management  
Tasks, Appointments Unlimited
Document Management  
Document Storage 2 GB
Notes Management  

Sales Enablement

Alerts & Notifications  
Built-in Internal Messaging  
Accounts and Contacts Auto Profiling  
Automatic Task Scheduling  
Visual Buying Center  
Visual Org Chart  
Dynamic Velocity View  
Dynamic Opportunity Timeline View  
Dynamic Target Views  
Target Multiple KPIs  

Communication

Email Integration  
Twitter  
Facebook  
Google+  
Mobile Apps (iOS and Android)  

Customization

Custom Pipeline Stages  
Custom Fields for Opportunity, Lead, Account and Contact Form  
Custom Fields per Pipeline Stages  
Custom Activities per Pipeline Stages  
Custom Activity and Account Types  
Custom Web Resource Fields  
Custom Automated Fields Calculation  
Custom Validation Rules  

Management Reporting

Sales Performance Insights  
BI Dashboards  
Activities Hit-Rate Reports  
Custom Reports  

Integrations

Third-party Apps & Integrations  
API Access  
Custom Integration Learn more

Security and Access

SSL encryption  
History Logs  
Custom Roles & Permissions  
Attachment Limits 30 MB
Sendbox Text Environment  

Support

Full Knowledge Base  
Online Chat Support 16x5
Email Support 8x5
Onboarding & Data Import Learn more