View all of the different interactions that are related to your Contact, Lead, Opportunity or Account records and other records related directly to them
Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner
The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.
Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.
Microsoft and Pipeliner CRM work together in multiple ways seamlessly.
Google and Pipeliner CRM work together in multiple ways seamlessly.
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
Sales Task Management
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.