Administrators

Opportunity Fitness

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

Opportunity Fitness2022-05-05T15:32:00+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

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