Task and Appointment Calendar View
Pipeliner CRM's Calendar and Task Board Views create fully interactive sales workspaces, eliminating missed appointments and lost revenue with real-time alerts and inline editing.

Pipeliner CRM's Calendar and Task Board Views create fully interactive sales workspaces, eliminating missed appointments and lost revenue with real-time alerts and inline editing.
Pipeliner CRM transforms the way you interact with your data through two powerful innovations: Intelligent Global Search and the Power Panel.
Pipeliner CRM solves this with Unlimited Custom Fields and advanced Lookup Functionality. We don’t just let you store data; we let you map the dynamic relationships that actually drive your business forward.
Transform your pipeline into a dynamic, mandatory sales playbook. Pipeliner CRM’s Step Activities ensure every rep follows the optimal path, accelerating deal velocity, and guaranteeing sales process consistency.
Automate high-stakes decisions with Pipeliner CRM Approvals. Use conditional logic, lock records for compliance, and accelerate sign-offs with instant notifications & automatic expiration rules.
Manage your pipeline, contacts, and opportunities with Pipeliner CRM Mobile for iOS/Android. Access KPIs, scan business cards, log activities, and sync data instantly—even offline. Close deals anywhere.
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.
Stop selling blind. Pipeliner CRM's Relation Graph maps complex B2B networks, helping you visualize influence, find hidden advocates, and take action immediately. Gain the sales intelligence you need to accelerate every deal.
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.