February 18th, 2021
BI Feeder
Pipeliner data can be queried from any BI (Business Intelligence) solution that can connect to a PostgreSQL database (for example Google DataStudio, Microsoft Power BI, Tableau among others…)
February 18th, 2021
Sales POP!
Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.
February 18th, 2021
Microsoft
Microsoft and Pipeliner CRM work together in multiple ways seamlessly.
February 18th, 2021
Google and Pipeliner CRM work together in multiple ways seamlessly.
February 18th, 2021
Revenue Recognition
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.
February 18th, 2021
Guided Selling
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
February 18th, 2021
Email Tracking
Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.
February 18th, 2021
Automatizer
No-code workflow automation engine
August 17th, 2018
User Access Permissions
Pipeliner CRM's User Roles act as a powerful security framework, allowing Administrators to easily manage what each user can access and apply a 'Template' of precise security access rights and permissions with a single click.