View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them
Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner
The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.
Pipeliner boasts the most advanced, user-friendly, and AI-powered mobile CRM app.
Mass update Leads and Opportunities by changing them in bulk.
Pipeliner data can be queried from any BI (Business Intelligence) solution that can connect to a PostgreSQL database (for example Google DataStudio, Microsoft Power BI, Tableau among others…)
Microsoft and Pipeliner CRM work together in multiple ways seamlessly.
Google and Pipeliner CRM work together in multiple ways seamlessly.
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.