Administrators

Security features

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

2025-10-13T06:51:42+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.

2025-09-17T10:20:12+00:00

Document Management

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

2025-10-17T11:16:50+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

BI Feeder

Pipeliner data can be queried from any BI (Business Intelligence) solution that can connect to a PostgreSQL database (for example Google DataStudio, Microsoft Power BI, Tableau among others…)

2025-10-17T10:41:10+00:00