Features

Mobile Apps

Manage your pipeline, contacts, and opportunities with Pipeliner CRM Mobile for iOS/Android. Access KPIs, scan business cards, log activities, and sync data instantly—even offline. Close deals anywhere.

2025-12-09T15:13:03+00:00

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.

2025-12-09T15:12:57+00:00

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.

2025-12-09T15:12:52+00:00

Seamless Email & Document Management

Instantly save email attachments and documents to the correct CRM record (Account, Contact, Opportunity). Centralize all vital sales files for maximum efficiency and context without leaving your inbox.

2025-12-04T21:18:40+00:00

Pipeliner CRM Views

Pipeliner CRM transforms Opportunities, Leads, Accounts, Contacts, and Activities from disconnected lists into a unified 360° sales command center. Achieve total team alignment, accelerate decision-making, and close more deals faster.

2025-12-09T15:08:20+00:00

Send and Track Emails directly from Pipeliner CRM

Send, track, and manage all sales emails directly inside Pipeliner CRM. Get real-time alerts for opens and clicks. Use Mass Email Reports to instantly follow up with hot leads.

2025-12-09T15:02:12+00:00