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
Fields and Forms
Pipeliner offers the most comprehensive field and form customization.
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
Web Clipper
Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner
Custom Views
The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.
Bulk Operations
Mass update Leads and Opportunities by changing them in bulk.
BI Feeder
Pipeliner data can be queried from any BI (Business Intelligence) solution that can connect to a PostgreSQL database (for example Google DataStudio, Microsoft Power BI, Tableau among others…)
Sales POP!
Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.
Microsoft
Microsoft and Pipeliner CRM work together in multiple ways seamlessly.