Pipeliner CRM solves this with Unlimited Custom Fields and advanced Lookup Functionality. We don’t just let you store data; we let you map the dynamic relationships that actually drive your business forward.
Transform your pipeline into a dynamic, mandatory sales playbook. Pipeliner CRM’s Step Activities ensure every rep follows the optimal path, accelerating deal velocity, and guaranteeing sales process consistency.
Pipeliner CRM transforms Opportunities, Leads, Accounts, Contacts, and Activities from disconnected lists into a unified 360° sales command center. Achieve total team alignment, accelerate decision-making, and close more deals faster.
Stop selling blind. Pipeliner CRM's Relation Graph maps complex B2B networks, helping you visualize influence, find hidden advocates, and take action immediately. Gain the sales intelligence you need to accelerate every deal.
Send, track, and manage all sales emails directly inside Pipeliner CRM. Get real-time alerts for opens and clicks. Use Mass Email Reports to instantly follow up with hot leads.
Stop searching and start selling. The Pipeliner CRM + Google Drive integration links your critical sales documents instantly to your CRM records. Achieve superior document integrity and collaboration for every deal.
Stop wasting time switching apps. Pipeliner CRM syncs seamlessly with Google Calendar, Contacts, and Tasks. Get real-time, bi-directional updates and a unified sales workflow.
Reminders automate your sales follow-up system. Get real-time, customizable alerts for tasks and appointments on desktop & mobile. Ensure 100% activity compliance and boost productivity.
Pipeliner CRM Email Templates: Send perfectly personalized mass emails with speed. Use rich text, drag-and-drop, or full HTML. Includes AI content assistance, sharing controls, and real-data testing.