Sales Roles

Security features

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

2025-11-11T14:55:22+00:00

Sales Forecasting

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

2025-11-11T11:37:25+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.

2025-11-10T11:48:31+00:00

Document Management

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

2025-11-12T09:19:39+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

2025-11-10T11:30:27+00:00

Fields and Forms

Pipeliner offers the most comprehensive field and form customization.

2025-11-12T09:55:13+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

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