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.
August 17th, 2018
Sales Velocity
Pipeliner CRM's Sales Velocity lets you define the ideal pace for your sales cycle. Get instant alerts on overdue opportunities, pinpoint hidden bottlenecks, and systematically shorten your path to "Closed-Won."
August 17th, 2018
Sales Process
Create the most consistent and effective way for your salespeople to move through a sales cycle.
August 16th, 2018
Sales Task Management
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.
August 16th, 2018
Reporting
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
August 16th, 2018
Profiles
Pipeliner CRM Profiles let you create and save tailored views of your entire pipeline. Instantly apply custom filters, visuals, and targets with one click to eliminate noise and focus on what matters most.