Custom Record Preview
Architect efficiency: Control fields, cut clicks with QuickView & Preview for laser focus. Tailor the entire sales workflow.

Architect efficiency: Control fields, cut clicks with QuickView & Preview for laser focus. Tailor the entire sales workflow.
Design unlimited custom pipelines for sales, HR, service, and more. Unify every business process in Pipeliner. Achieve process excellence.
Stop guessing. Start knowing. Pipeliner's Audit Log provides 100% transparency on who did what, when, across all CRM administrative changes.
Pipeliner CRM Projects integrates delivery and strategy directly into your CRM. Gain total clarity with the Objective and Gantt views. Manage post-sale implementation, Account Plans, and internal initiatives flawlessly. Stop juggling tools.
Transform raw CRM data into instant, actionable insights. Build dynamic dashboards, track running totals, and drill down from charts to editable records in real time. Stop guessing. Start leading.
Close deals faster. Automate proposals, quotes, & contracts directly from Pipeliner CRM with the PandaDoc integration.
Pipeliner CRM + RingCentral: The essential CRM telephony integration. Activate Click-to-Dial via the Automation Hub and close deals faster.
Pipeliner CRM Geolocation: See your pipeline geographically. Prioritize high-value deals & optimize sales routes with our visual CRM heat map.
Unlock limitless CRM customization with Pipeliner Custom Entities. Stop trying to shoehorn data—build a CRM that speaks your company’s language.