Sales Roles

Security features

Your sales data is your most valuable asset. It [...]

2025-10-13T06:51:42+00:00

Sales Forecasting

Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.

2025-10-06T10:37:53+00:00

Opportunity Fitness

Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.

2025-09-17T10:20:12+00:00

Document Management

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

2025-10-14T10:10:38+00:00

Audit

Users with access to the Audit Log get to see a log of all the changes made in the Admin module over time and can filter by Date, User, and Category

2025-10-15T13:44:09+00:00

Fields and Forms

Pipeliner offers the most comprehensive field and form customization.

2025-09-10T13:47:38+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

2025-09-10T14:01:42+00:00

Web Clipper

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

2025-09-09T09:52:34+00:00