December 10th, 2025
Task and Appointment Calendar View
In the fast-paced world of sales, every minute counts. [...]
December 5th, 2025
Multiple Form Views
Pipeliner CRM solves the challenge of "Data Overload" with Multiple Form Views. This feature lets you move beyond the static "one-size-fits-all" record layout and create dynamic, role-specific interfaces that adapt to your specific tasks.
December 5th, 2025
Email Domain Restrictions
Pipeliner CRM’s Email Domain Restrictions feature solves this by acting as an intelligent gatekeeper between your email provider (like Office 365 or Exchange) and your pipeline.
November 18th, 2025
Calling Integration (over Mobile)
Pipeliner CRM’s Mobile Calling Integration is the seamless bridge between your desktop workflow and your mobile phone, ensuring you stay focused, productive, and compliant—no matter where you are.
November 18th, 2025
SharePoint Integration
End the file-hunt hassle. Pipeliner CRM's seamless SharePoint & OneDrive integration lets you attach and access the latest documents directly from any record, ensuring accuracy and boosting team productivity.
November 18th, 2025
Seamless Email & Document Management
Instantly save email attachments and documents to the correct CRM record (Account, Contact, Opportunity). Centralize all vital sales files for maximum efficiency and context without leaving your inbox.
November 17th, 2025
Send and Track Emails directly from Pipeliner CRM
Send, track, and manage all sales emails directly inside Pipeliner CRM. Get real-time alerts for opens and clicks. Use Mass Email Reports to instantly follow up with hot leads.
November 17th, 2025
Reminders
Reminders automate your sales follow-up system. Get real-time, customizable alerts for tasks and appointments on desktop & mobile. Ensure 100% activity compliance and boost productivity.
November 17th, 2025
Online Forms
Pipeliner CRM Online Forms instantly capture leads, update CRM records, and trigger sales automation. Fuel your pipeline with real-time, accurate data and zero manual entry.