Notes Management
Stop losing deals to lost notes! Pipeliner CRM’s Voyager AI instantly summarizes communications, extracts action points, and identifies key insights. Reclaim selling time with secure, enterprise-grade AI.

Stop losing deals to lost notes! Pipeliner CRM’s Voyager AI instantly summarizes communications, extracts action points, and identifies key insights. Reclaim selling time with secure, enterprise-grade AI.
Pipeliner CRM's Custom Products Catalog gives sales teams instant, accurate product and pricing data, driving smarter upsells, faster deals, and maximized revenue.
Pipeliner CRM transforms the way you interact with your data through two powerful innovations: Intelligent Global Search and the Power Panel.
Pipeliner CRM solves this with Unlimited Custom Fields and advanced Lookup Functionality. We don’t just let you store data; we let you map the dynamic relationships that actually drive your business forward.
In-App Notifications: Never miss a critical deal update. Get hyper-relevant, real-time alerts instantly when team members change a record you own or watch. Act faster, collaborate better, and close more.
Pipeliner CRM’s Duplicate Checker uses LSH matching and proactive widgets to prevent, find, and auto-merge duplicate records, ensuring a single, accurate customer view.
Stop selling blind. Pipeliner CRM's Relation Graph maps complex B2B networks, helping you visualize influence, find hidden advocates, and take action immediately. Gain the sales intelligence you need to accelerate every deal.
Stop typing, start selling! Voyager AI is your CRM-integrated assistant. It crafts, polishes, and personalizes professional emails using your Pipeliner data, all for free. Max efficiency.
Master your data. Merge duplicate records with Advanced Mode, choosing the best value for every field. Effortlessly unify Accounts & Contacts in Pipeliner CRM.