Forecasting
Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.
Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.
Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.
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
Enable multiple currencies in Pipeliner CRM
Pipeliner offers the most comprehensive field and form customization.
Mass update Leads and Opportunities by changing them in bulk.
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.
CRM User Access and Permissions management has never been easier.
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.