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.
February 18th, 2021
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…)
February 18th, 2021
Sales POP!
Pipeliner CRM includes access to sales-related content, including interviews, posts, & much from global experts.
February 18th, 2021
Microsoft
Microsoft and Pipeliner CRM work together in multiple ways seamlessly.
February 18th, 2021
Google and Pipeliner CRM work together in multiple ways seamlessly.
February 18th, 2021
Revenue Recognition
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.
February 18th, 2021
Guided Selling
Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.
August 17th, 2018
Template Designer
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.