November 4th, 2025
Export Data
Unlock your Pipeliner data. Effortlessly export leads, accounts, and reports to CSV/XLSX for seamless integration and powerful offline analysis.
October 14th, 2025
Automation Hub
Pipeliner CRM’s Automation Hub: Unify your sales apps. Gain full control, automate tasks, and accelerate your time to revenue.
October 14th, 2025
Custom Fields
Tailor Pipeliner CRM with Custom Fields. Capture unique data, automate calculations, and enforce your specific sales process.
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!
May 5th, 2022
Sales Forecasting
Gain crystal-clear revenue insight with Pipeliner CRM Forecasting. Stop guessing & start growing! Predict sales with AI-driven confidence.
May 5th, 2022
Opportunity Fitness
Opportunity Fitness is a powerful Pipeliner CRM tool that uses AI (Voyager) and color-coding to assess deal health. It highlights overdue activities (Red), neglected deals (Yellow), and well-managed opportunities (Green), helping sales teams prioritize and managers coach effectively.
February 19th, 2021
Audit
Gain complete control and accountability with the Pipeliner CRM Audit Log. Securely track every administrative change, user permission update, and data export activity for perfect security, data integrity, and regulatory compliance.
February 19th, 2021
Fields and Forms
Pipeliner Fields & Forms: Stop adapting to generic CRMs. Customize every field, enforce your sales process with mandatory actions, and get instant Rollup insights. Build the CRM your business needs.
February 19th, 2021
Feeds
Pipeliner CRM Feeds: See every email, activity, and team message in one real-time stream. Gain 360° context on every deal and collaborate instantly. Stop searching, start selling.