Administration

Forecasting

Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.

2024-04-04T10:17:30+00:00

Opportunity Fitness

Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.

2025-07-09T12:29:43+00:00

Audit

Users with access to the Audit Log get to see a log of all the changes made in the Admin module over time and can filter by Date, User, and Category

2024-04-04T08:01:25+00:00

Currencies

Enable multiple currencies in Pipeliner CRM

2024-04-04T07:58:59+00:00

Fields and Forms

Pipeliner offers the most comprehensive field and form customization.

2024-04-04T08:01:11+00:00

Bulk Operations

Mass update Leads and Opportunities by changing them in bulk.

2024-04-04T07:54:57+00:00

Revenue Recognition

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

2024-04-04T07:53:15+00:00

User Access Permissions

CRM User Access and Permissions management has never been easier.

2024-09-30T10:13:57+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