CRM Security. Pipeliner Roles define exactly who sees what and how they interact with it. Set read-only access, restrict shared assets, and mirror your org chart for perfect data integrity and compliance. Scale confidently.
Automate workflows, craft personalized emails, and generate instant proposals. The Pipeliner CRM Template Designer streamlines your sales operations so you can focus on closing deals.
Identify bottlenecks and spot stalled deals instantly. Pipeliner CRM’s Sales Velocity tools let you define your ideal pace, visualize momentum, and automate follow-ups to shorten your sales cycle and close more revenue.
Pipeliner CRM's Sales Process is your repeatable path to profit. Build custom pipelines, enforce crucial steps with checklists, and track deal velocity. Stop guessing and start closing with a crystal-clear sales roadmap.
Stop losing deals to missed steps. Pipeliner CRM’s Sales Task Management gives you a visual command center to automate your sales workflow, guide every action, and close more business.
Pipeliner CRM's Reporting Engine, powered by Voyager AI, revolutionizes sales operations. Instantly create visual, flexible reports from any screen. Use the AI agent for effortless report generation and schedule automated delivery.
Stop scrolling and start selling. Pipeliner CRM Profiles let you build custom views, precise filters, and dynamic lists. Gain instant clarity and turn your data into a strategic advantage today.
Pipeliner CRM’s Custom Product Catalog: Precision pricing, complex configuration, and strategic Whitespace analysis to find hidden revenue. Simplify, accelerate, and grow.
Stop flying blind. The Pipeline View gives you a crystal-clear visual map of your sales process. Manage opportunities with drag-and-drop ease, spot stalled deals instantly, and crush your targets with total clarity.