November 17th, 2025
AI 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.
November 17th, 2025
Customizable Email Templates (Text & HTML)
Pipeliner CRM Email Templates: Send perfectly personalized mass emails with speed. Use rich text, drag-and-drop, or full HTML. Includes AI content assistance, sharing controls, and real-data testing.
November 17th, 2025
Calling & Text Messages
Stop switching apps! Call and text prospects directly from Pipeliner CRM. Enjoy one-click dialing, business texting, and automatic activity logging for flawless sales reports. Close deals faster.
November 6th, 2025
Office 365 Integration
Stop switching apps. Pipeliner CRM offers deep, bi-directional sync with Microsoft 365 (Outlook, To Do, Word/Excel). Unify your Calendar, Contacts, Tasks, and Email tracking to boost sales efficiency and data accuracy.
November 6th, 2025
RingCentral Integration
Pipeliner CRM + RingCentral: The essential CRM telephony integration. Activate Click-to-Dial via the Automation Hub and close deals faster.
October 13th, 2025
Appointments
Connect your schedule directly to your pipeline. Pipeliner CRM Appointments offers two-way sync with Google/Outlook, linking every meeting to the customer journey for a complete, centralized sales history. Never miss a beat!
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
Email Tracking
Turn emails into intelligence. Pipeliner CRM tracks every open & click across single and mass emails. Optimize templates, filter leads by engagement, and drive sales with data-backed follow-ups.
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.