Custom Views
The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.
The Power Panel is a feature unique to Pipeliner that allows you to customize, save & share any view.
Mass update Leads and Opportunities by changing them in bulk.
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…)
Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.
Microsoft and Pipeliner CRM work together in multiple ways seamlessly.
Google and Pipeliner CRM work together in multiple ways seamlessly.
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
Template Designer is your command center to create reusable assets. Automate sales playbooks, build personalized emails, and generate perfect quotes in seconds. Sell smarter, not harder.