August 16th, 2018
Integrations
Gain centralized control over integrations with the Automation Hub, complete with analytics and run logs for peak performance.
August 16th, 2018
Dashboard
Turn data into action. Pipeliner CRM Dashboards provide customizable, real-time views of sales performance and trends. Drill down instantly to update records and drive results.
August 16th, 2018
Contact Management
Go beyond basic lists. Visualize your network with Org Charts & Relation Graphs, map influence, track every interaction, and automate workflows to build deeper connections and close more deals with Pipeliner CRM.
August 16th, 2018
Archive
Pipeliner CRM's Archive feature cleans your CRM by moving inactive Accounts, Leads, and Opportunities out of active views. Preserve historical data, sharpen reports, and instantly reactivate old records.
July 26th, 2018
Email Integration
Send personalized, trackable emails & automated sequences directly from Pipeliner. Seamlessly integrates with Microsoft 365 & Google Workspace for smart sales outreach.
July 26th, 2018
Account Management
Master key accounts with Pipeliner CRM's visual management suite. Get proactive Account Health scores, map complex relationships via Org Charts, and drive predictable revenue with measurable Account Plans.
July 25th, 2018
Buying Center
Map out who influences B2B deals with Pipeliner CRM’s Buying Center. Identify decision-makers, assign custom roles, and visualize relationships to target outreach effectively, shorten sales cycles, and boost win rates.