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.
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.
Pipeliner CRM’s Custom Product Catalog: Precision pricing, complex configuration, and strategic Whitespace analysis to find hidden revenue. Simplify, accelerate, and grow.
Multiple Pipelines: Tailor every workflow. Get custom forms, enforced steps, and specific automation for sales, support, and implementation.
Pipeliner CRM's Archive feature cleans your CRM by moving inactive Accounts, Leads, and Opportunities out of active views. Preserve historical data, sharpen reports, and instantly reactivate old records.
Send personalized, trackable emails & automated sequences directly from Pipeliner. Seamlessly integrates with Microsoft 365 & Google Workspace for smart sales outreach.