Instantly turn any webpage (like LinkedIn) into actionable CRM data. Web Clipper accelerates prospecting with Smart Clipping, duplicate detection, and direct-to-opportunity creation. Stop manual data entry and start closing deals faster.
Instantly create, save, and share views tailored to any sales role or goal. Filter deals by team, target, and status. Stop sifting, start selling.
Bulk Operations: Instantly update hundreds of CRM records. Reclaim hours, ensure data accuracy, and accelerate your sales team's productivity.
Unleash Pipeliner CRM data! Export to Tableau, Power BI (Business Intelligence), & more for custom reports. Fast, secure, and refreshed daily.
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.
Stop guessing your future income. Pipeliner CRM's Revenue Recognition schedules opportunity and product revenue over time (monthly, quarterly, yearly), giving you unparalleled accuracy for forecasting and reporting.
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.
Identify bottlenecks and spot stalled deals instantly. Pipeliner CRM’s Sales Velocity tools let you define your ideal pace, visualize momentum, and automate follow-ups to shorten your sales cycle and close more revenue.
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.