Sales Roles

Forecasting

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

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Opportunity Fitness

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

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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

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Fields and Forms

Pipeliner offers the most comprehensive field and form customization.

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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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Web Clipper

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

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Custom Views

The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.

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Bulk Operations

Mass update Leads and Opportunities by changing them in bulk.

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