Administration

User Access Permissions

Pipeliner CRM's User Roles act as a powerful security framework, allowing Administrators to easily manage what each user can access and apply a 'Template' of precise security access rights and permissions with a single click.

2025-09-09T10:06:30+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