Instantly turn any webpage (like LinkedIn) into actionable CRM data. Web Clipper accelerates prospecting with Smart Clipping, duplicate detection, and direct-to-opportunity creation. Stop manual data entry and start closing deals faster.
Instantly create, save, and share views tailored to any sales role or goal. Filter deals by team, target, and status. Stop sifting, start selling.
Bulk Operations: Instantly update hundreds of CRM records. Reclaim hours, ensure data accuracy, and accelerate your sales team's productivity.
Unleash Pipeliner CRM data! Export to Tableau, Power BI (Business Intelligence), & more for custom reports. Fast, secure, and refreshed daily.
Stop searching! Sales POP! (Purveyors of Prosperity) delivers expert sales articles, videos, and tools daily, directly inside Pipeliner CRM. Instantly sharpen your skills and stay ahead of the curve. Get your competitive edge now.
Stop switching between apps. Pipeliner CRM and Microsoft 365 integrate seamlessly, unifying your email, calendar, tasks, and documents for peak productivity and faster deal closing.
Stop guessing your future income. Pipeliner CRM's Revenue Recognition schedules opportunity and product revenue over time (monthly, quarterly, yearly), giving you unparalleled accuracy for forecasting and reporting.
Embed your sales playbook in Pipeliner CRM. Guided Selling turns your process into a dynamic checklist, ensuring every rep follows best practices, boosts velocity, and closes deals faster.
Turn emails into intelligence. Pipeliner CRM tracks every open & click across single and mass emails. Optimize templates, filter leads by engagement, and drive sales with data-backed follow-ups.