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.
February 18th, 2021
Web Clipper
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.
February 18th, 2021
Custom Views
Instantly create, save, and share views tailored to any sales role or goal. Filter deals by team, target, and status. Stop sifting, start selling.
February 18th, 2021
Bulk Operations
Bulk Operations: Instantly update hundreds of CRM records. Reclaim hours, ensure data accuracy, and accelerate your sales team's productivity.
February 18th, 2021
BI Feeder
Unleash Pipeliner CRM data! Export to Tableau, Power BI (Business Intelligence), & more for custom reports. Fast, secure, and refreshed daily.
February 18th, 2021
Microsoft
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.
February 18th, 2021
Revenue Recognition
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.
February 18th, 2021
Email Tracking
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.
February 18th, 2021
Importing Leads
Pipeliner CRM's Intelligent Importer stops manual data entry. Import Leads & Opportunities fast. Auto-link to Accounts/Contacts, instantly deduping & validating data. Save templates for recurring lists. Maximize sales time, guarantee data accuracy.