Activity Types
Master your sales process with precise activity tracking. AI-powered Fitness scores highlight neglected deals. Close more, faster.

Master your sales process with precise activity tracking. AI-powered Fitness scores highlight neglected deals. Close more, faster.
Accounts Relations: Visualize complex company connections (like partners & suppliers) with the Relation Graph. Gain strategic account intelligence.
Unlock your Pipeliner data. Effortlessly export leads, accounts, and reports to CSV/XLSX for seamless integration and powerful offline analysis.
Pipeliner CRM’s Automation Hub: Unify your sales apps. Gain full control, automate tasks, and accelerate your time to revenue.
Tailor Pipeliner CRM with Custom Fields. Capture unique data, automate calculations, and enforce your specific sales process.
Stop searching for answers and start closing deals. With instant in-app guidance, a vast knowledge base, and direct access to CRM experts, Pipeliner provides the support you need to focus on your customers.
Connect your schedule directly to your pipeline. Pipeliner CRM Appointments offers two-way sync with Google/Outlook, linking every meeting to the customer journey for a complete, centralized sales history. Never miss a beat!
Gain crystal-clear revenue insight with Pipeliner CRM Forecasting. Stop guessing & start growing! Predict sales with AI-driven confidence.
Opportunity Fitness is a powerful Pipeliner CRM tool that uses AI (Voyager) and color-coding to assess deal health. It highlights overdue activities (Red), neglected deals (Yellow), and well-managed opportunities (Green), helping sales teams prioritize and managers coach effectively.