Administrators

Custom Record Preview

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

2025-12-03T11:59:02+00:00

Custom Pipeline Stages

Design unlimited custom pipelines for sales, HR, service, and more. Unify every business process in Pipeliner. Achieve process excellence.

2025-12-03T12:04:08+00:00

Audit Log

Stop guessing. Start knowing. Pipeliner's Audit Log provides 100% transparency on who did what, when, across all CRM administrative changes.

2025-12-19T19:17:53+00:00

Projects

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.

2025-12-17T06:41:36+00:00

PandaDoc Integration

Close deals faster. Automate proposals, quotes, & contracts directly from Pipeliner CRM with the PandaDoc integration.

2025-12-03T14:39:46+00:00

RingCentral Integration

Pipeliner CRM + RingCentral: The essential CRM telephony integration. Activate Click-to-Dial via the Automation Hub and close deals faster.

2025-12-03T16:13:26+00:00

Geolocation

Pipeliner CRM Geolocation: See your pipeline geographically. Prioritize high-value deals & optimize sales routes with our visual CRM heat map.

2025-12-19T14:48:44+00:00

Entities

Unlock limitless CRM customization with Pipeliner Custom Entities. Stop trying to shoehorn data—build a CRM that speaks your company’s language.

2025-12-03T12:52:37+00:00