Administrators

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

Audit2021-02-19T10:02:42+00:00

Custom Views

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

Custom Views2021-02-18T22:06:40+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…)

BI Feeder2021-02-18T11:55:41+00:00

Microsoft

Microsoft and Pipeliner CRM work together in multiple ways seamlessly.

Microsoft2021-02-18T11:55:11+00:00

Google

Google and Pipeliner CRM work together in multiple ways seamlessly.

Google2021-02-18T11:54:56+00:00

Template Designer

Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required

Template Designer2021-02-18T22:09:27+00:00

Sales Process

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

Sales Process2021-02-18T22:11:19+00:00