February 18th, 2021
Microsoft
Microsoft and Pipeliner CRM work together in multiple ways seamlessly.
February 18th, 2021
Revenue Recognition
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.
February 18th, 2021
Guided Selling
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
August 17th, 2018
Sales Process
Create the most consistent and effective way for your salespeople to move through a sales cycle.
August 16th, 2018
Reporting
Easy to access and understand, sales reports provide valuable insights for salespeople and managers alike.
August 16th, 2018
Pipeline View
Instantly gauge the health of your pipeline and get multiple, actionable insights all from one view.
August 16th, 2018
Additional Functionality
Learn more about visual, intuitive functionalities to further enrich your Pipeliner CRM experience.
August 16th, 2018
Organization Chart
Map out the company hierarchy in your accounts with our Smart Organization Chart.