Merge Contact & Accounts
Master your data. Merge duplicate records with Advanced Mode, choosing the best value for every field. Effortlessly unify Accounts & Contacts in Pipeliner CRM.

Master your data. Merge duplicate records with Advanced Mode, choosing the best value for every field. Effortlessly unify Accounts & Contacts in Pipeliner CRM.
Architect efficiency: Control fields, cut clicks with QuickView & Preview for laser focus. Tailor the entire sales workflow.
Pipeliner CRM Projects integrates delivery and strategy directly into your CRM. Gain total clarity with the Objective and Gantt views. Manage post-sale implementation, Account Plans, and internal initiatives flawlessly. Stop juggling tools.
Stop switching apps. Pipeliner CRM offers deep, bi-directional sync with Microsoft 365 (Outlook, To Do, Word/Excel). Unify your Calendar, Contacts, Tasks, and Email tracking to boost sales efficiency and data accuracy.
Transform complex sales data into actionable insights instantly. Pipeliner CRM Pivot Tables offer cross-dimensional analysis, real-time metrics, and drill-down functionality. Analyze opportunities by step, industry, and value—all in one place.
Transform raw CRM data into instant, actionable insights. Build dynamic dashboards, track running totals, and drill down from charts to editable records in real time. Stop guessing. Start leading.
Boost sales prep. Integrate live web data (news, reviews, financials) directly into your CRM records. Instant context. Zero tabs.
Engineer your revenue with Pipeliner CRM Opportunities. Define custom stages, accelerate sales velocity with time limits, and use accurate Weighting for predictable forecasting.
Quote with precision. Pipeliner CRM’s Quotes feature streamlines proposal management, controls revisions, and instantly syncs winning products to your Opportunity, accelerating deal closure and ensuring data accuracy.