Sales Roles

Security features

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

2025-11-04T10:38:39+00:00

Sales Forecasting

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

2025-10-17T11:29:54+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.

2025-11-03T14:44:36+00:00

Document Management

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

2025-11-06T09:35:23+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.

2025-10-17T11:26:45+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

2025-10-17T11:24:04+00:00