Administrators

Opportunity Fitness

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

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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

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Fields and Forms

Pipeliner offers the most comprehensive field and form customization.

2024-04-04T08:01:11+00:00

Custom Views

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

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Bulk Operations

Mass update Leads and Opportunities by changing them in bulk.

2024-04-04T07:54:57+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…)

2024-04-04T07:54:44+00:00

Microsoft

Microsoft and Pipeliner CRM work together in multiple ways seamlessly.

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Google

Google and Pipeliner CRM work together in multiple ways seamlessly.

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