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.
August 16th, 2018
Embedded Help & Support
Pipeliner CRM features multiple ways to help and support you while learning and using the product.
August 16th, 2018
Archive
Is your CRM cluttered with inactive accounts and old leads? Pipeliner CRM Archive feature cleans your active workspace by intelligently setting records aside, not deleting them. Keep your team focused and your insights sharp.
July 26th, 2018
Email Integration
Pipeliner CRM fully integrates your email client, MS Outlook and Gmail. From within your email feed in your CRM you can read and respond to email activities right within your CRM.