No-code workflow automation engine

Visual Relationship Mapping for business to business sales prospects and clients. View at a glance all groups and decision-makers who influence purchases.

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

Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.

Gain crystal-clear revenue insight with Pipeliner CRM Forecasting. Stop guessing & start growing! Predict sales with AI-driven confidence.

Create the most consistent and effective way for your salespeople to move through a sales cycle.

Master your most valuable accounts with Pipeliner CRM. Gain at-a-glance insights, map organizational charts, and strategically plan for growth to prevent customer loss and uncover new revenue opportunities.

Accounts Relations: Visualize complex company connections (like partners & suppliers) with the Relation Graph. Gain strategic account intelligence.

Master your sales process with precise activity tracking. AI-powered Fitness scores highlight neglected deals. Close more, faster.

Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.

Is your CRM cluttered with inactive accounts and old leads? Pipeliner CRM Archive feature cleans your active workspace by intelligently setting records aside, not deleting them. Keep your team focused and your insights sharp.

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

Stop guessing. Start knowing. Pipeliner's Audit Log provides 100% transparency on who did what, when, across all CRM administrative changes.

Pipeliner CRM’s Automation Hub: Unify your sales apps. Gain full control, automate tasks, and accelerate your time to revenue.

Pipeliner CRM Autoprofiler is the AI engine that eliminates manual research. Enter an email or website to instantly enrich records with professional titles, logos, addresses, and social profiles. Get complete, accurate data automatically, without overwriting anything. Stop guessing. Start selling.

Unleash Pipeliner CRM data! Export to Tableau, Power BI (Business Intelligence), & more for custom reports. Fast, secure, and refreshed daily.

Bulk Operations: Instantly update hundreds of CRM records. Reclaim hours, ensure data accuracy, and accelerate your sales team's productivity.

Transform event connections into actionable CRM records. The Pipeliner CRM Business Card Scanner boosts field productivity and data quality.

Go beyond basic contact lists. With Pipeliner CRM, you can visualize org charts and map influence to find key decision-makers. Understand every relationship and track all interactions to forge stronger connections and win more deals.

Enable multiple currencies in Pipeliner CRM

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

Gain a real-time command center for your sales data. Pipeliner CRM's fully customizable dashboards give you an at-a-glance overview of your most critical metrics. Track performance, identify trends, and drill down to act instantly.

In Pipeliner CRM, the Dynamic Target is always visible, keeping the goal front of mind--with 5 different available target views--for any salesperson.

Pipeliner CRM fully integrates your email client, MS Outlook and Gmail. From within your email feed in your CRM you can read and respond to email activities right within your CRM.

Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.

Pipeliner CRM features multiple ways to help and support you while learning and using the product.

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

Pipeliner offers the most comprehensive field and form customization.

Pipeliner CRM Geolocation: See your pipeline geographically. Prioritize high-value deals & optimize sales routes with our visual CRM heat map.



Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.

Import your Leads (with or without Accounts and Contacts) using our drag & drop wizard

Pipeliner CRM Insights: Stop guessing, start growing. Transform raw CRM data into actionable sales intelligence to eliminate bottlenecks.

Gain centralized control over integrations with the Automation Hub, complete with analytics and run logs for peak performance.

Effectively manage and nurture your precious leads and transition them into the pipeline.

Microsoft and Pipeliner CRM work together in multiple ways seamlessly.



Pipeliner boasts the most advanced, user-friendly, and AI-powered mobile CRM app.

Pipeliner CRM’s Multiple Accounts feature allows you to assign 2 or more related companies under a parent account.

Stop forcing diverse operations into a single sales pipeline. Pipeliner CRM lets you create and manage multiple, unique workflows for any business process—from pre-sales and support to HR. Tailor everything to drive peak efficiency.

Pipeliner's Navigator Dashboard is your daily command center, bringing your critical tasks, targets, and data-driven suggestions into one intelligent view. Know your next move instantly and take control of your day.

Pipeliner's Opportunity Tracking is your command center to map sales stages, track every activity, and get instant health checks on at-risk deals. Win with precision and confidence.

Pipeliner's interactive Org Chart gives you a visual blueprint of any company, revealing key decision-makers and hidden influencers. Build relationships with the right people to win deals faster.

Close deals faster. Automate proposals, quotes, & contracts directly from Pipeliner CRM with the PandaDoc integration.

Insights give a high-level metric-driven view of your teams' sales performance.

Pipeliner's visual sales pipeline provides a crystal-clear, interactive view of your sales world. Drag and drop deals, instantly spot at-risk opportunities with visual cues, and track your targets in real-time.

Pipeliner CRM Product Catalog lets you build accurate quotes in seconds and goes further, using the 'Whitespace View' to reveal what your customers should be buying. Stop guessing, start growing.

Pipeliner CRM Profiles let you create and save tailored views of your entire pipeline. Instantly apply custom filters, visuals, and targets with one click to eliminate noise and focus on what matters most.

Use Revenue Recognition to schedule revenue from an opportunity over different time periods.

Pipeliner CRM + RingCentral: The essential CRM telephony integration. Activate Click-to-Dial via the Automation Hub and close deals faster.

Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.

See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.

Pipeliner CRM's Sales Velocity lets you define the ideal pace for your sales cycle. Get instant alerts on overdue opportunities, pinpoint hidden bottlenecks, and systematically shorten your path to "Closed-Won."

Template Designer is your command center to create reusable assets. Automate sales playbooks, build personalized emails, and generate perfect quotes in seconds. Sell smarter, not harder.

Pipeliner CRM's User Roles act as a powerful security framework, allowing Administrators to easily manage what each user can access and apply a 'Template' of precise security access rights and permissions with a single click.

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