November 17th, 2025
Reminders
Reminders automate your sales follow-up system. Get real-time, customizable alerts for tasks and appointments on desktop & mobile. Ensure 100% activity compliance and boost productivity.
November 17th, 2025
Online Forms
Pipeliner CRM Online Forms instantly capture leads, update CRM records, and trigger sales automation. Fuel your pipeline with real-time, accurate data and zero manual entry.
November 17th, 2025
Customizable Email Templates (Text & HTML)
Pipeliner CRM Email Templates: Send perfectly personalized mass emails with speed. Use rich text, drag-and-drop, or full HTML. Includes AI content assistance, sharing controls, and real-data testing.
November 17th, 2025
Calling & Text Messages
Stop switching apps! Call and text prospects directly from Pipeliner CRM. Enjoy one-click dialing, business texting, and automatic activity logging for flawless sales reports. Close deals faster.
November 17th, 2025
Merge Contact & Accounts
Master your data. Merge duplicate records with Advanced Mode, choosing the best value for every field. Effortlessly unify Accounts & Contacts in Pipeliner CRM.
November 17th, 2025
Custom Record Preview
Architect efficiency: Control fields, cut clicks with QuickView & Preview for laser focus. Tailor the entire sales workflow.
November 17th, 2025
Audit Log
Stop guessing. Start knowing. Pipeliner's Audit Log provides 100% transparency on who did what, when, across all CRM administrative changes.
November 6th, 2025
Office 365 Integration
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.
November 6th, 2025
Pivot Table Reports
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.