December 11th, 2025
Notes Management
Stop losing deals to lost notes! Pipeliner CRM’s Voyager AI instantly summarizes communications, extracts action points, and identifies key insights. Reclaim selling time with secure, enterprise-grade AI.
December 11th, 2025
Custom Products and Services Catalog
Pipeliner CRM's Custom Products Catalog gives sales teams instant, accurate product and pricing data, driving smarter upsells, faster deals, and maximized revenue.
December 10th, 2025
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.
December 8th, 2025
Advanced Filtering
Pipeliner CRM transforms the way you interact with your data through two powerful innovations: Intelligent Global Search and the Power Panel.
December 8th, 2025
Unlimited Custom Fields
Pipeliner CRM solves this with Unlimited Custom Fields and advanced Lookup Functionality. We don’t just let you store data; we let you map the dynamic relationships that actually drive your business forward.
December 5th, 2025
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.
December 5th, 2025
Email Domain Restrictions
Pipeliner CRM’s Email Domain Restrictions feature solves this by acting as an intelligent gatekeeper between your email provider (like Office 365 or Exchange) and your pipeline.
November 18th, 2025
Approvals Processes
Automate high-stakes decisions with Pipeliner CRM Approvals. Use conditional logic, lock records for compliance, and accelerate sign-offs with instant notifications & automatic expiration rules.
November 18th, 2025
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.