December 12th, 2025
AI Reports
Voyager AI Reports in Pipeliner CRM transforms data analysis. Use natural language input to generate smart, visual AI reports instantly. Simplify your workflow and make data-driven decisions effortlessly.
December 10th, 2025
Task and Appointment Calendar View
Pipeliner CRM's Calendar and Task Board Views create fully interactive sales workspaces, eliminating missed appointments and lost revenue with real-time alerts and inline editing.
December 8th, 2025
Advanced Filtering
Pipeliner CRM transforms the way you interact with your data through two powerful innovations: Intelligent Global Search and the Power Panel.
December 8th, 2025
Unlimited Custom Fields
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.
November 18th, 2025
Custom Activities per Pipeline Stages (Sales Activities)
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.
November 18th, 2025
Approvals Processes
Automate high-stakes decisions with Pipeliner CRM Approvals. Use conditional logic, lock records for compliance, and accelerate sign-offs with instant notifications & automatic expiration rules.
November 18th, 2025
Mobile Apps
Manage your pipeline, contacts, and opportunities with Pipeliner CRM Mobile for iOS/Android. Access KPIs, scan business cards, log activities, and sync data instantly—even offline. Close deals anywhere.
November 18th, 2025
Seamless Email & Document Management
Instantly save email attachments and documents to the correct CRM record (Account, Contact, Opportunity). Centralize all vital sales files for maximum efficiency and context without leaving your inbox.
November 18th, 2025
In-App Notifications
In-App Notifications: Never miss a critical deal update. Get hyper-relevant, real-time alerts instantly when team members change a record you own or watch. Act faster, collaborate better, and close more.