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