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
Stop switching between apps. Pipeliner CRM and Microsoft 365 integrate seamlessly, unifying your email, calendar, tasks, and documents for peak productivity and faster deal closing.
February 18th, 2021
Importing Leads
Stop manual entry! Import leads, accounts, and contacts, clean data with smart deduplication, and save time with reusable templates. Get started now.
August 17th, 2018
Template Designer
Automate workflows, craft personalized emails, and generate instant proposals. The Pipeliner CRM Template Designer streamlines your sales operations so you can focus on closing deals.
August 17th, 2018
Sales Process
Pipeliner CRM's Sales Process is your repeatable path to profit. Build custom pipelines, enforce crucial steps with checklists, and track deal velocity. Stop guessing and start closing with a crystal-clear sales roadmap.
August 16th, 2018
Reporting
Pipeliner CRM's Reporting Engine, powered by Voyager AI, revolutionizes sales operations. Instantly create visual, flexible reports from any screen. Use the AI agent for effortless report generation and schedule automated delivery.
August 16th, 2018
Profiles
Stop scrolling and start selling. Pipeliner CRM Profiles let you build custom views, precise filters, and dynamic lists. Gain instant clarity and turn your data into a strategic advantage today.
August 16th, 2018
Product Catalog
Pipeliner CRM’s Custom Product Catalog: Precision pricing, complex configuration, and strategic Whitespace analysis to find hidden revenue. Simplify, accelerate, and grow.
August 16th, 2018
Multiple Pipelines
Multiple Pipelines: Tailor every workflow. Get custom forms, enforced steps, and specific automation for sales, support, and implementation.