Sales Roles

Custom Views

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

2025-10-09T11:51:48+00:00

Bulk Operations

Mass update Leads and Opportunities by changing them in bulk.

2025-09-19T10:04:44+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…)

2025-10-06T10:07:08+00:00

Sales POP!

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

2025-09-19T09:47:54+00:00

Microsoft

Microsoft and Pipeliner CRM work together in multiple ways seamlessly.

2025-09-16T12:55:23+00:00

Google

Google and Pipeliner CRM work together in multiple ways seamlessly.

2024-04-04T07:53:54+00:00

Revenue Recognition

Use Revenue Recognition to schedule revenue from an opportunity over different time periods.

2025-09-09T10:16:29+00:00

Guided Selling

Create a mandatory or voluntary sales activities checklist for each step of the Pipeline to guide users to follow your process.

2025-09-09T14:39:10+00:00

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.

2025-07-09T20:02:23+00:00