February 18th, 2021
Microsoft
Stop switching between apps. Pipeliner CRM and Microsoft 365 integrate seamlessly, unifying your email, calendar, tasks, and documents for peak productivity and faster deal closing.
February 18th, 2021
Revenue Recognition
Stop guessing your future income. Pipeliner CRM's Revenue Recognition schedules opportunity and product revenue over time (monthly, quarterly, yearly), giving you unparalleled accuracy for forecasting and reporting.
February 18th, 2021
Guided Selling
Embed your sales playbook in Pipeliner CRM. Guided Selling turns your process into a dynamic checklist, ensuring every rep follows best practices, boosts velocity, and closes deals faster.
August 17th, 2018
Sales Process
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.
August 16th, 2018
Reporting
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.
August 16th, 2018
Pipeline View
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.
August 16th, 2018
Organization Chart
Stop guessing! Pipeliner CRM's Organization Chart gives you a visual blueprint of any account, mapping decision-makers, hidden influencers, and the fastest path to 'Yes.'
August 16th, 2018
Opportunity Tracking
Pipeliner CRM’s Opportunity Tracking is your Deal Command Center. Get a 360-degree view of every deal, forecast revenue accurately, and use Opportunity Fitness to instantly check deal health. Stop guessing, start winning.
August 16th, 2018
Navigator Dashboard
Stop juggling tabs. Pipeliner CRM's Navigator Dashboard is your Sales Command Center, consolidating all data, tasks, and intelligent suggestions into one actionable view for absolute clarity every morning.