Sales Professionals

Email Personalization

In modern sales, generic outreach is the enemy of revenue. Pipeliner CRM’s Email Personalization uses your customer data to craft one-to-one messages, even when sent to the masses.

2025-12-16T16:03:22+00:00

Task and Appointment Calendar View

Pipeliner CRM's Calendar and Task Board Views create fully interactive sales workspaces, eliminating missed appointments and lost revenue with real-time alerts and inline editing.

2025-12-11T19:55:48+00:00

Multiple Form Views

Pipeliner CRM solves the challenge of "Data Overload" with Multiple Form Views. This feature lets you move beyond the static "one-size-fits-all" record layout and create dynamic, role-specific interfaces that adapt to your specific tasks.

2025-12-15T15:39:12+00:00

Calling Integration (over Mobile)

Pipeliner CRM’s Mobile Calling Integration is the seamless bridge between your desktop workflow and your mobile phone, ensuring you stay focused, productive, and compliant—no matter where you are.

2025-12-09T15:12:57+00:00

SharePoint Integration

End the file-hunt hassle. Pipeliner CRM's seamless SharePoint & OneDrive integration lets you attach and access the latest documents directly from any record, ensuring accuracy and boosting team productivity.

2025-12-09T15:12:52+00:00