Features

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…)

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Sales POP!

Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.

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Microsoft

Microsoft and Pipeliner CRM work together in multiple ways seamlessly.

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Google

Google and Pipeliner CRM work together in multiple ways seamlessly.

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Revenue Recognition

Use Revenue Recognition to schedule revenue from an opportunity over different time periods.

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Guided Selling

Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.

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Email Tracking

Users can create and share personalised and HTML email templates. These templates can be selected for Office 365 and Gmail users.

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