Connect your schedule directly to your pipeline. Pipeliner CRM Appointments offers two-way sync with Google/Outlook, linking every meeting to the customer journey for a complete, centralized sales history. Never miss a beat!
Gain crystal-clear revenue insight with Pipeliner CRM Forecasting. Stop guessing & start growing! Predict sales with AI-driven confidence.
Opportunity Fitness is a powerful Pipeliner CRM tool that uses AI (Voyager) and color-coding to assess deal health. It highlights overdue activities (Red), neglected deals (Yellow), and well-managed opportunities (Green), helping sales teams prioritize and managers coach effectively.
Stop hunting for files! Pipeliner CRM links every contract, proposal, and client document directly to your sales records. Secure storage, seamless integration, and instant access. Close deals faster.
Gain complete control and accountability with the Pipeliner CRM Audit Log. Securely track every administrative change, user permission update, and data export activity for perfect security, data integrity, and regulatory compliance.
Pipeliner Fields & Forms: Stop adapting to generic CRMs. Customize every field, enforce your sales process with mandatory actions, and get instant Rollup insights. Build the CRM your business needs.
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.
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.
Instantly create, save, and share views tailored to any sales role or goal. Filter deals by team, target, and status. Stop sifting, start selling.