May 5th, 2022
Forecasting
Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.
May 5th, 2022
Opportunity Fitness
Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.
April 6th, 2022
Document Management
February 19th, 2021
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
February 19th, 2021
Fields and Forms
Pipeliner offers the most comprehensive field and form customization.
February 19th, 2021
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
February 18th, 2021
Web Clipper
Clip pages, add social profiles such as LinkedIn & create contacts, accounts, opportunities & leads in Pipeliner
February 18th, 2021
Custom Views
The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.
February 18th, 2021
Bulk Operations
Mass update Leads and Opportunities by changing them in bulk.