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.
Close deals faster. Automate proposals, quotes, & contracts directly from Pipeliner CRM with the PandaDoc integration.
Pipeliner CRM + RingCentral: The essential CRM telephony integration. Activate Click-to-Dial via the Automation Hub and close deals faster.
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.
Pipeliner CRM Geolocation: See your pipeline geographically. Prioritize high-value deals & optimize sales routes with our visual CRM heat map.