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
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
Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required
August 17th, 2018
Sales Process
Create the most consistent and effective way for your salespeople to move through a sales cycle.
August 16th, 2018
Sales Task Management
See all your sales activities on one visual drag 'n drop task board for maximum focus and efficiency.