May 5th, 2022
Forecasting
Pipeliner Forecasting is the most flexible and comprehensive available today allowing you to minimize risk and maximize accuracy.
May 5th, 2022
Opportunity Fitness
Pipeliner CRM Opportunity Fitness is as its name suggests all about the health and current status of an opportunity in your pipeline.
February 19th, 2021
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
February 19th, 2021
Fields and Forms
Pipeliner offers the most comprehensive field and form customization.
February 18th, 2021
Revenue Recognition
Use Revenue Recognition to schedule revenue from an opportunity over different time periods.
August 17th, 2018
User Access Permissions
CRM User Access and Permissions management has never been easier.
August 17th, 2018
Template Designer
Pick a form design, drag and drop fields, set up columns, name and customize fields - No Admin required