November 4th, 2025
Business Units
Pipeliner Business Units: Segment data by team/region for security & custom workflows. Specialized sales cycles, unified control. Scale smart!
November 4th, 2025
Autoprofiler
Pipeliner CRM Autoprofiler is the AI engine that eliminates manual research. Enter an email or website to instantly enrich records with professional titles, logos, addresses, and social profiles. Get complete, accurate data automatically, without overwriting anything.
November 4th, 2025
Activity Types
Master your sales process with precise activity tracking. AI-powered Fitness scores highlight neglected deals. Close more, faster.
November 4th, 2025
Export Data
Unlock your Pipeliner data. Effortlessly export leads, accounts, and reports to CSV/XLSX for seamless integration and powerful offline analysis.
October 14th, 2025
Automation Hub
Pipeliner CRM’s Automation Hub: Unify your sales apps. Gain full control, automate tasks, and accelerate your time to revenue.
October 14th, 2025
Custom Fields
Tailor Pipeliner CRM with Custom Fields. Capture unique data, automate calculations, and enforce your specific sales process.
October 13th, 2025
Security features
Total Control & Confidence. Pipeliner CRM offers AES-256 encryption, SAML 2.0 SSO, and granular access controls. Define user roles & data residency to secure your critical sales pipeline and scale without risk.
May 5th, 2022
Opportunity Fitness
Opportunity Fitness is a powerful Pipeliner CRM tool that uses AI (Voyager) and color-coding to assess deal health. It highlights overdue activities (Red), neglected deals (Yellow), and well-managed opportunities (Green), helping sales teams prioritize and managers coach effectively.
April 6th, 2022
Document Management
Stop hunting for files! Pipeliner CRM links every contract, proposal, and client document directly to your sales records. Secure storage, seamless integration, and instant access. Close deals faster.