October 14th, 2025
Custom Fields
Tailor Pipeliner CRM with Custom Fields. Capture unique data, automate calculations, and enforce your specific sales process.
October 13th, 2025
Help & Support
Stop searching for answers and start closing deals. With instant in-app guidance, a vast knowledge base, and direct access to CRM experts, Pipeliner provides the support you need to focus on your customers.
October 13th, 2025
Appointments
Connect your schedule directly to your pipeline. Pipeliner CRM Appointments offers two-way sync with Google/Outlook, linking every meeting to the customer journey for a complete, centralized sales history. Never miss a beat!
October 13th, 2025
Security features
Total Control & Confidence. Pipeliner CRM offers AES-256 encryption, SAML 2.0 SSO, and granular access controls. Define user roles & data residency to secure your critical sales pipeline and scale without risk.
April 6th, 2022
Document Management
Stop hunting for files! Pipeliner CRM links every contract, proposal, and client document directly to your sales records. Secure storage, seamless integration, and instant access. Close deals faster.
February 19th, 2021
Audit
Gain complete control and accountability with the Pipeliner CRM Audit Log. Securely track every administrative change, user permission update, and data export activity for perfect security, data integrity, and regulatory compliance.
February 19th, 2021
Currencies
Seamlessly manage global sales with Pipeliner CRM Currencies. Automate conversions, ensure accurate reports, and empower international teams with personalized, local-currency views. Drive clear, precise forecasts globally.
February 19th, 2021
Fields and Forms
Pipeliner Fields & Forms: Stop adapting to generic CRMs. Customize every field, enforce your sales process with mandatory actions, and get instant Rollup insights. Build the CRM your business needs.
February 19th, 2021
Feeds
Pipeliner CRM Feeds: See every email, activity, and team message in one real-time stream. Gain 360° context on every deal and collaborate instantly. Stop searching, start selling.