February 18th, 2021
Bulk Operations
Bulk Operations: Instantly update hundreds of CRM records. Reclaim hours, ensure data accuracy, and accelerate your sales team's productivity.
February 18th, 2021
BI Feeder
Unleash Pipeliner CRM data! Export to Tableau, Power BI (Business Intelligence), & more for custom reports. Fast, secure, and refreshed daily.
February 18th, 2021
Microsoft
Microsoft and Pipeliner CRM work together in multiple ways seamlessly.
August 17th, 2018
Template Designer
Template Designer is your command center to create reusable assets. Automate sales playbooks, build personalized emails, and generate perfect quotes in seconds. Sell smarter, not harder.
August 17th, 2018
Sales Process
Create the most consistent and effective way for your salespeople to move through a sales cycle.
August 16th, 2018
Reporting
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
August 16th, 2018
Profiles
Pipeliner CRM Profiles let you create and save tailored views of your entire pipeline. Instantly apply custom filters, visuals, and targets with one click to eliminate noise and focus on what matters most.
August 16th, 2018
Product Catalog
Pipeliner CRM Product Catalog lets you build accurate quotes in seconds and goes further, using the 'Whitespace View' to reveal what your customers should be buying. Stop guessing, start growing.
August 16th, 2018
Multiple Pipelines
Stop forcing diverse operations into a single sales pipeline. Pipeliner CRM lets you create and manage multiple, unique workflows for any business process—from pre-sales and support to HR. Tailor everything to drive peak efficiency.