Sales Professionals

Document Management

When you're trying to close a deal, the last [...]

2025-11-06T09:35:23+00:00

Feeds

View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them

2025-10-17T11:24:04+00:00

Web Clipper

Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner

2025-11-03T15:17:19+00:00

Custom Views

The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.

2025-10-17T11:02:43+00:00

Sales POP!

Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.

2025-11-03T13:23:43+00:00

Microsoft

Microsoft and Pipeliner CRM work together in multiple ways seamlessly.

2025-11-04T10:35:03+00:00

Google

Google and Pipeliner CRM work together in multiple ways seamlessly.

2024-04-04T07:53:54+00:00

Guided Selling

Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.

2025-10-17T12:43:27+00:00

Sales Task Management

See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.

2025-11-04T10:43:11+00:00