November 17th, 2025
Duplicate Checker
Pipeliner CRM’s Duplicate Checker uses LSH matching and proactive widgets to prevent, find, and auto-merge duplicate records, ensuring a single, accurate customer view.
November 17th, 2025
Contact Relationship Mapping
Stop selling blind. Pipeliner CRM's Relation Graph maps complex B2B networks, helping you visualize influence, find hidden advocates, and take action immediately. Gain the sales intelligence you need to accelerate every deal.
November 17th, 2025
Send and Track Emails directly from Pipeliner CRM
Send, track, and manage all sales emails directly inside Pipeliner CRM. Get real-time alerts for opens and clicks. Use Mass Email Reports to instantly follow up with hot leads.
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.