Sales Roles


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



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

Web Clipper2021-02-18T16:39:10+00:00

Custom Views

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

Custom Views2021-02-18T22:06:40+00:00

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…)

BI Feeder2021-02-18T11:55:41+00:00

Sales POP!

Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.

Sales POP!2021-02-18T11:55:26+00:00


Microsoft and Pipeliner CRM work together in multiple ways seamlessly.