January 9th, 2026
AI Coach
Maximize your pipeline management with the Pipeliner CRM AI Coach. Powered by Voyager AI, get instant sales expert advice and "how-to" guidance directly within your CRM workflow.
November 6th, 2025
Office 365 Integration
Stop switching apps. Pipeliner CRM offers deep, bi-directional sync with Microsoft 365 (Outlook, To Do, Word/Excel). Unify your Calendar, Contacts, Tasks, and Email tracking to boost sales efficiency and data accuracy.
October 13th, 2025
Help & Support
Stop searching for answers and start closing deals. With instant in-app guidance, a vast knowledge base, and direct access to CRM experts, Pipeliner provides the support you need to focus on your customers.
February 19th, 2021
Fields and Forms
Pipeliner Fields & Forms: Stop adapting to generic CRMs. Customize every field, enforce your sales process with mandatory actions, and get instant Rollup insights. Build the CRM your business needs.
February 18th, 2021
Sales POP!
Stop searching! Sales POP! (Purveyors of Prosperity) delivers expert sales articles, videos, and tools daily, directly inside Pipeliner CRM. Instantly sharpen your skills and stay ahead of the curve. Get your competitive edge now.
February 18th, 2021
Microsoft
Stop switching between apps. Pipeliner CRM and Microsoft 365 integrate seamlessly, unifying your email, calendar, tasks, and documents for peak productivity and faster deal closing.
August 17th, 2018
Sales Process
Pipeliner CRM's Sales Process is your repeatable path to profit. Build custom pipelines, enforce crucial steps with checklists, and track deal velocity. Stop guessing and start closing with a crystal-clear sales roadmap.
August 16th, 2018
Integrations
Gain centralized control over integrations with the Automation Hub, complete with analytics and run logs for peak performance.
July 26th, 2018
Account Management
Master key accounts with Pipeliner CRM's visual management suite. Get proactive Account Health scores, map complex relationships via Org Charts, and drive predictable revenue with measurable Account Plans.