Sales Managers

Sales Forecasting

Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.

2025-10-06T10:37:53+00:00

Opportunity Fitness

Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.

2025-09-17T10:20:12+00:00

Document Management

When you're trying to close a deal, the last [...]

2025-10-14T10:10:38+00:00

Feeds

View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them

2025-09-10T14:01:42+00:00

Web Clipper

Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner

2025-09-09T09:52:34+00:00

Custom Views

The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.

2025-10-09T11:51:48+00:00

Bulk Operations

Mass update Leads and Opportunities by changing them in bulk.

2025-09-19T10:04:44+00:00

BI Feeder

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…)

2025-10-06T10:07:08+00:00

Sales POP!

Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.

2025-09-19T09:47:54+00:00