Administrators

Security features

Your sales data is your most valuable asset. It [...]

2025-11-04T10:38:39+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.

2025-11-03T14:44:36+00:00

Document Management

When you're trying to close a deal, the last [...]

2025-11-06T09:35:23+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

2025-10-15T13:44:09+00:00

Fields and Forms

Pipeliner offers the most comprehensive field and form customization.

2025-10-17T11:26:45+00:00

Custom Views

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

2025-10-17T11:02:43+00:00

Bulk Operations

Mass update Leads and Opportunities by changing them in bulk.

2025-10-17T10:43:12+00:00