Administration

Google Drive Integration

Stop searching and start selling. The Pipeliner CRM + Google Drive integration links your critical sales documents instantly to your CRM records. Achieve superior document integrity and collaboration for every deal.

2025-12-09T15:01:44+00:00

Google Appointments, Contacts & Tasks Sync

Stop wasting time switching apps. Pipeliner CRM syncs seamlessly with Google Calendar, Contacts, and Tasks. Get real-time, bi-directional updates and a unified sales workflow.

2025-12-09T15:00:03+00:00

Online Forms

Pipeliner CRM Online Forms instantly capture leads, update CRM records, and trigger sales automation. Fuel your pipeline with real-time, accurate data and zero manual entry.

2025-12-16T15:31:18+00:00

Custom Record Preview

Architect efficiency: Control fields, cut clicks with QuickView & Preview for laser focus. Tailor the entire sales workflow.

2025-12-03T11:59:02+00:00

Custom Pipeline Stages

Design unlimited custom pipelines for sales, HR, service, and more. Unify every business process in Pipeliner. Achieve process excellence.

2025-12-03T12:04:08+00:00

Audit Log

Stop guessing. Start knowing. Pipeliner's Audit Log provides 100% transparency on who did what, when, across all CRM administrative changes.

2025-12-19T19:17:53+00:00

Projects

Pipeliner CRM Projects integrates delivery and strategy directly into your CRM. Gain total clarity with the Objective and Gantt views. Manage post-sale implementation, Account Plans, and internal initiatives flawlessly. Stop juggling tools.

2025-12-17T06:41:36+00:00

PandaDoc Integration

Close deals faster. Automate proposals, quotes, & contracts directly from Pipeliner CRM with the PandaDoc integration.

2025-12-03T14:39:46+00:00