December 5th, 2025
Email Domain Restrictions
Pipeliner CRM’s Email Domain Restrictions feature solves this by acting as an intelligent gatekeeper between your email provider (like Office 365 or Exchange) and your pipeline.
November 18th, 2025
Custom Activities per Pipeline Stages (Sales Activities)
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.
November 18th, 2025
Approvals Processes
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.
November 18th, 2025
Calling Integration (over Mobile)
Pipeliner CRM’s Mobile Calling Integration is the seamless bridge between your desktop workflow and your mobile phone, ensuring you stay focused, productive, and compliant—no matter where you are.
November 18th, 2025
SharePoint Integration
End the file-hunt hassle. Pipeliner CRM's seamless SharePoint & OneDrive integration lets you attach and access the latest documents directly from any record, ensuring accuracy and boosting team productivity.
November 17th, 2025
Google Appointments, Contacts & Tasks Sync
Stop wasting time switching apps. Pipeliner CRM syncs seamlessly with Google Calendar, Contacts, and Tasks. Get real-time, bi-directional updates and a unified sales workflow.
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.
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.